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martinm36

martinm36
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  • What Is Intel Really Up To? [View article]
    Hate to see closing of already announced AZ plant. Really appreciate insight provided here, Russ. Conjecture is not a good investment strategy, but certainly points us in a good speculative direction.
    Point and counter point articles on INTC yesterday by Seeking Alpha are not helpful.... editor should make choice, if real concern is investment advice, or CYA.
    best and gratefull ... just the same.
    Jan 15 01:36 PM | Likes Like |Link to Comment
  • Intel: Thinking Beyond Mobile [View article]
    forward thinking for long-term investors.
    Jan 14 07:18 PM | Likes Like |Link to Comment
  • AMD: A Positive Turnaround Play [View article]
    Long on AMD,ARMH,INTC,QCOM .... believe there is sufficient room and developing niches for these companies to profit their shareholders.
    Nov 27 08:09 PM | Likes Like |Link to Comment
  • How Microsoft Conquers Apple And Google In Mobile [View article]
    Battle in phone market has ultimately been between APPL and MS.

    Surface will provide bridge between phone and tablet systems.

    Android adopting MS paradigm is a plus and INTC will kick in their share in overturning APPL.

    Is a very interesting scenario to watch unfold.
    Oct 29 05:18 PM | 1 Like Like |Link to Comment
  • Nasdaq futures, Intel rise following Microsoft and Amazon's results [View news story]
    Thanks, safe bet.
    Oct 27 03:47 PM | 1 Like Like |Link to Comment
  • Nasdaq futures, Intel rise following Microsoft and Amazon's results [View news story]
    MS Surface sales will not disappoint this Christmas.
    Oct 24 06:12 PM | 2 Likes Like |Link to Comment
  • Advanced Micro Devices: A Look At The Recent Share Price Decline [View article]
    HSA and partnering with Samsung will create a newer revenue stream.
    Oct 23 02:24 PM | 2 Likes Like |Link to Comment
  • LED Bulb Wars: Cree Vs. Wal-Mart [View article]
    How is CREE profit margin affected wiyh such strong competition?
    Oct 9 06:22 PM | Likes Like |Link to Comment
  • Intel: One Last Thing About Gross Margins (Die Size Estimates And Colorful Images Included) [View article]
    Enjoy your TA.bottomline is that Apple Marches to Samsung tune and not vice-versa. INTC investment in mobile SOCs will finally open new revenue streams, albeit slightly late.
    Jun 25 05:54 PM | Likes Like |Link to Comment
  • Intel: Does The Memory Business Make Sense? [View article]
    Are you pointing us to stacked servers and cloud applications?
    Jun 15 08:31 PM | Likes Like |Link to Comment
  • Intel Might Sell CPU Subscriptions For Servers Soon [View article]
    This sounds strangely like IBM'S VOS of the late 60's and early 70's :)
    Jun 1 04:40 PM | Likes Like |Link to Comment
  • Why Windows 8.1 Is Irrelevant And It's Time For Investors To Look Toward Windows 9 [View article]
    Welll past time folks realize the battle of .the Titanics (MS and Apple) for control of the mobile (wireless) operating system market share.Intel, Qualcom,Amd, Nvidia are slighty more than active spectator beneficiaries.
    Jun 1 12:50 AM | Likes Like |Link to Comment
  • A New Normal For Johnson & Johnson's Dividend [View article]
    JNJ return on equity side has benn the added dividend for me.
    May 6 04:46 PM | Likes Like |Link to Comment
  • Mobile Manufacturers Part III: Apple Makes More Money [View article]
    Enjoy your posts, ultimately are we seeing a larger battle between MS and MAC OS-- where AAPL and Android are the ponies that are running for OS market share and future growth?
    Jan 10 04:20 AM | Likes Like |Link to Comment
  • Too Many Oil Bargains: Which Is The Best Bet For Now? [View article]
    Suggest we consider XOM distribution network. particularly Europe.
    Dec 30 11:27 AM | Likes Like |Link to Comment
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