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casselp_2000

casselp_2000
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  • Apple Reportedly Swallows A 20% Price Hike For Its Samsung-Supplied Mobile Processors [View article]
    Taking production lead times into account, Intel has every opportunity to to swing its' large ship around in Apple's favor. Think two new fabs in Oregon, just in time for..."made in USA"!
    Nov 12, 2012. 11:45 AM | 2 Likes Like |Link to Comment
  • Apple (AAPL) has seen some ex-employees take shots at it lately. Former sales exec David Sabotta criticized Tim Cook's people skills, hiring acumen, and passion for technology. Former engineer Dan Crow argued the same top-down business structure that allowed Steve Jobs to build an empire is now a liability, since no one can fill Jobs' shoes. And last month, Steve Wozniak called Apple "arrogant" for refusing to make a larger iPhone. "Not all people want the same thing. A lot of people want the big screens." [View news story]
    Let's see if these disgruntled EX's have the cojones to set up some new *competitive* biz that they can use to substantiate their criticism.
    "you're so good- so show me!"...
    Nov 11, 2012. 03:57 PM | Likes Like |Link to Comment
  • Though analysts have come to its defense this morning, Apple (AAPL -1.9%) can't catch a break - shares now trade at 8.2x FY13E EPS (exc. cash). The decline comes as signs emerge Apple is taking new steps to vertically integrate: Digitimes reports Apple is now directly placing orders with material suppliers, who traditionally interact with manufacturers, and Horace Dediu theorizes Apple may have invested ~$2B in Sharp's display production. He also notes Apple's off-balance-sheet manufacturing/component purchase commitments have risen to $21.1B[View news story]
    To CNBC; does anyone believe what Cramer says anymore???
    Fie- begone.
    Nov 8, 2012. 02:14 PM | 1 Like Like |Link to Comment
  • Apple's Future Plans May Necessitate A Switch From Intel To ARM Chips [View article]
    The market action lately has to do with trader's fear of the tax liability for next year due to 'fiscal cliff'- see Marketwatch note;
    Capital gains taxes are going up 40% in 6 weeks time. If you have held Apple share for one year, you have capital gains of 45%. If you have held for more than 5 years you have capital gains of several hundred percent. You have to sell your shares now and pay your capital gains tax at the historically low current rate. This is a no-brainer.

    I saved $70,000 in taxes by selling my position in Apple last week instead of in January or thereafter
    Nov 8, 2012. 12:03 PM | 1 Like Like |Link to Comment
  • Will iPads Replace Textbooks In K-12 Classrooms? [View article]
    Thank our sainted SJ for his foresight- Apple was offering AppleII's and their printers at an academic discount back in the 1980's and -90's, giving them a foothold in the local schools and colleges (DeAnza, Foothill and Stanford). Guess what? Those same students went on to found Silicon Valley startups and a whole new economy!
    The same potential exists for our coming generation(s).
    Nov 1, 2012. 03:00 PM | Likes Like |Link to Comment
  • Convergence Or Confusion: Comparing Apple's And Microsoft's Approaches To Post-PC [View article]
    Let's all kick back and enjoy the show without getting embroiled in discussions of better/worse re Apple/MS/droid. Regard this as a vector point, a true inflection in development for these worthies.
    There is much more to be expected.
    Oct 30, 2012. 03:46 PM | Likes Like |Link to Comment
  • Apple's iPad Mini Deserves A Premium: It's Time To Be Bullish On The Stock [View article]
    Apple could wield its academic discount to offset the IPmini price to favor its student base. There's a desirable apps/price point.
    Oct 24, 2012. 07:26 PM | Likes Like |Link to Comment
  • Intel: Undervalued Giant With Staying Power [View article]
    Question: there seems to be a presumption that Win8 has been optimized to work best on Intel x86 CPU's. Is there reason to expect that the ARM-based vendors have plans to invade Win8 turf with their low-power high-efficiency chips?
    Oct 24, 2012. 07:07 PM | Likes Like |Link to Comment
  • Mr. Market Offers A Dollar For 70 Cents - Will You Grab It? The Case Of Intel [View article]
    Have U seen MS stock price today as they announce Win8? Steady if not declining...not encouraging for a major product launch. Not a good time to alienate Intel, hm? INTC will do OK, regardless.
    Oct 22, 2012. 01:47 PM | 1 Like Like |Link to Comment
  • Google Sell-Off: Buying Opportunity In The Stock Below $700 [View article]
    Could it be that Marissa Meyer knew what was coming, so she jumped ship for Yahoo? Did she put a hex on Google for their management appointments? Methinks darker currents flow beneath...
    Oct 20, 2012. 03:37 PM | Likes Like |Link to Comment
  • Where was this story 50% ago? Its cover showing a tombstone engraved "R.I.P. PC," Barron's says DELL and H-P (HPQ) will fade from view. Next up for trouble could be Microsoft (MSFT), seemingly cheap at 9X 2013 earnings, but which reported sales at its Windows unit off by a third Y/Y after backing out pre-sales for Windows 8. The world awaits the launch of Surface at midnight on Friday. More winners/losers here[View news story]
    Here's a guess; Intel can ensure its future by using its spare fab capacity to produce Apple's A6 and A6 chips, to displace Samsung's questionable influence on circuit design.
    After all, Intel has made a huge investment in chip design and production, and they have every reason to maintain their leadership.
    Oct 20, 2012. 03:19 PM | 1 Like Like |Link to Comment
  • The End Of The WinTel Era [View article]
    You seriously expect MSFT to lead tech in future development? Much less expect MSFT to pair with AAPL to marginalize INTL into an ARM based chip supplier??? Hahahahaha!
    The notion of appliance-like computing devices with open-source cores does have some merit, tho. The trend to commoditized devices and standardized operability has only begun; users will experience more immersive environments progressively.
    Oct 18, 2012. 01:38 PM | Likes Like |Link to Comment
  • More on Apple: Digitimes reports Foxconn and other Chinese suppliers have demanded Apple accept price hikes due to rising labor costs. Apple's stringent manufacturing quality-control and yield rate requirements, recently said to be the cause of Foxconn labor disturbances, are reportedly pressuring supplier profits. Sources claim Apple hasn't yet responded to the price hike demands. [View news story]
    The revolution is here...
    Oct 16, 2012. 01:27 PM | Likes Like |Link to Comment
  • Did Foxconn Bring Down Apple Stock? [View article]
    Are the HFT's and hedge funds any better than the Apple vendors re their attitude to we lesser beings and our sometimes marginal resources/savings? Their manipulation of markets and news are little better in principle and exploitation than those vilified vendor's treatment of their "android" employees.
    "The revolution will not be televised..."
    Oct 16, 2012. 01:21 PM | Likes Like |Link to Comment
  • Intel Earnings Preview: Why The Stock Can Go Lower [View article]
    Speaking as well as a former Intel employee, I can say that while Intel management has always favored the steady-growth conservative mode, its chip design group never fails to produce the latest innovations, keeping Intel a leader in the IC field.
    Microsoft, on the other hand, operates as a legacy corporation. In the last ten years under Ballmer, innovation and industry leadership go there to die. The problem seems to be that its many internal work groups must compete with each other for funding resources, to the detriment of all.
    Oct 15, 2012. 02:16 PM | 1 Like Like |Link to Comment
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