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  • Has 3D Systems Topped? [View article]

    When the bubble bursts, the whole sector will crash and burn. You are so right about the nanotechnology and broadband craze. Most of the high fliers either went out of business, or were down to pennies.
    Nov 25, 2013. 09:08 PM | 1 Like Like |Link to Comment
  • Has 3D Systems Topped? [View article]
    IBM would not do such a crazy thing.
    Nov 19, 2013. 11:13 PM | Likes Like |Link to Comment
  • Chasing Bubbles In The Nasdaq 100 (Part III) [View article]
    YHOO is finally poised for a major move.
    Nov 19, 2013. 11:10 PM | Likes Like |Link to Comment
  • Chasing Bubbles In The Nasdaq 100 (Part III) [View article]
    omooc, looks like we are getting a strong technical breakout with a cup and handle pattern on the 6-year chart. These patterns are pretty reliable indicators and need to study options action to get some more clues.

    The Alibaba IPO story has been lurking for some time and Jack Ma probably knows about the strong Twitter IPO, and the window may be this year. They haven't decided on a location, but I strongly suspect that they could try multiple locations, like NYSE, HK, and London.
    Nov 13, 2013. 10:52 PM | Likes Like |Link to Comment
  • The Full Quarterly All-In Cost To Mine Gold: Gold Production Costs Hit New High [View article]
    He's with the Heritage Foundation,
    Nov 11, 2013. 11:46 PM | 3 Likes Like |Link to Comment
  • Chasing Bubbles In The Nasdaq 100 (Part III) [View article]
    YHOO's technical picture shows improving OBV, RSI, and Stochastic. $32 has been tested several times and is now very strong support. Next target is $35.06 which is the October 4 high.
    Nov 11, 2013. 05:01 PM | Likes Like |Link to Comment
  • Chasing Bubbles In The Nasdaq 100 (Part I) [View article]

    I agree with your assessment and time frame. Thanks.
    Nov 10, 2013. 03:42 PM | Likes Like |Link to Comment
  • Chasing Bubbles In The Nasdaq 100 (Part III) [View article]
    YHOO cashes out 40% of their equity in Alibaba when the IPO happens
    Nov 10, 2013. 03:24 PM | Likes Like |Link to Comment
  • Chasing Bubbles In The Nasdaq 100 (Part III) [View article]
    In all fairness to the author, he clearly states his assumption metrics and the results of applying those metrics. This is a story stock and one can throw away quantitative estimation of value. Now that Twitter's IPO is done at an extremely good valuation, it indicates that Alibaba's IPO will also be received very well. Expect to see Alibaba make some announcements before the year is over, on their intentions. This is a hot market and the shortening window could force Jack Ma to speed things up. Furthermore, YHOO's decision to hold on to a larger percentage of ownership is a good sign. They probably read Alibaba's intentions better than say Dan Loeb. On Balance Volume has turned upwards again, and wouldn't be surprised to see YHOO take out its 52-week high this week. The chart is beginning to look bullish again after putting in a nice bottom at $32.
    Nov 10, 2013. 03:21 PM | Likes Like |Link to Comment
  • Intel Is Now On The Clock [View article]
    Digitimes Research: Overall shipments from top-5 notebook vendors drop in October

    Joanne Chien, DIGITIMES Research, Taipei [Tuesday 5 November 2013]

    The global top-5 notebook brand vendors saw their combined shipments drop 18% on month in October, while the top-3 notebook ODMs together also saw an on-month shipment drop of 14%.

    But one of the top-five vendors, Asustek Computer, actually enjoyed a 30% sequential shipment growth in October following the release of new entry-level models.

    Another top-five player, Hewlett-Packard (HP), saw a sharp drop to less than two million units in October after a particularly strong September where educational procurement orders shot up its shipments to 3.5 million units.

    HP's significant shipment drop in October took its toll on its ODM partners Inventec and Quanta. However, Quanta managed to see only an about 10% shipment drop in October because of support from orders from Asustek and Apple.

    Among Taiwan's ODMs, Pegatron Technology saw the strongest on-month shipments growth in October at over 40% thanks to Asustek's orders.

    The market got a sneak peek of Lenovo's Androidbook in October, but as Android-based notebooks' market postion is still unclear, Digitimes Research expects such a device to have difficulties achieving good sales initially.

    Dell, which completed its privatization on October 29, is said to be considering strengthening its consumer product lines, according to rumors circulating in the supply chain. Dell reportedly will release more new products, aiming to boost its shipment volume.

    Since Dell did not perform well in the consumer market in the past, Digitimes Research is skeptical whether such a move by Dell would achieve good results.

    This article is an excerpt from a Chinese-language Digitimes Research report. Click here if you are interested in receiving more information about the content and price of a translated version of the full report.
    Nov 7, 2013. 01:26 AM | 4 Likes Like |Link to Comment
  • Intel Has Truly Come A Long Way [View article]
    I remember bubble memories and the stink it caused when Texas Instruments exited the business.
    Bubble memory started out as a promising technology in the 1980s, offering memory density of a similar order as hard drives but performance more comparable to core memory. This led many to consider it a contender for a "universal memory" that could be used for all storage needs. However, the introduction of dramatically faster semiconductor memory chips pushed bubble into the slow end of the scale, and equally dramatic improvements in hard drive capacity made it uncompetitive in price terms.[1] Bubble memory was used for some time in the 1970s and 80s where its non-moving nature was desirable for maintenance or shock-proofing reasons. The introduction of Flash RAM and similar technologies rendered even this niche uncompetitive, and bubble disappeared entirely by the late 1980s.
    Nov 5, 2013. 12:03 AM | Likes Like |Link to Comment
  • Intel Has Truly Come A Long Way [View article]
    After your post, they dropped the price to $379.99 after rebates. That's the scary part, where the CPU and OS is a third of COGS.
    Nov 3, 2013. 11:33 PM | 1 Like Like |Link to Comment
  • Intel Has Truly Come A Long Way [View article]
    The Intel guy is right. QCOM is so far ahead, INTC will have to double leapfrog to catch up.
    Nov 3, 2013. 10:51 PM | 6 Likes Like |Link to Comment
  • Sprott's John Embry: Dollar Decline, Inflation, Debt, QE Could Send Gold, Silver Soaring [View article]
    Gold is to be sold not bought, just like market research or articles like this.
    Nov 3, 2013. 02:30 PM | 1 Like Like |Link to Comment
  • Still Bullish On Yahoo: Why The Stock Could Challenge All-Time Highs [View article]
    Let the re-pumping begin. The chart has turned bullish after today's action.
    Oct 29, 2013. 06:18 PM | Likes Like |Link to Comment