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  • Herbalife: An Ethical Short [View article]
    Too few shares available to short, and short interest is very high, over 8 days to cover. Perhaps buying some out-of-the-money long term puts is the way to play it?
    Sep 29, 2013. 10:39 PM | 10 Likes 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
  • Microsoft And Intel Are Getting Desperate [View article]
    Hi Kofi,

    Great article. The main issue, I believe, is both of them have little upside left for the foreseeable future. Just to put things in perspective, QCOM has a market cap of $117B with tremendous growth.

    Both MSFT and INTC mobile strategies have failed miserably and I don't see any suitable acquisition targets to get them out of the big holes they have dug for themselves.
    Oct 18, 2013. 06:16 PM | 6 Likes Like |Link to Comment
  • Microsoft And Intel Are Getting Desperate [View article]

    if you think that people will rush out to buy Win 8.1 you will be disappointed. It's just a simple upgrade with bug fixes and some features tweaked for better usability and more intuitive. It's not additive to the business as it only replaces Win 8. It's the need for a PC or notebook that will drive customers to buy one and not because it's Win 8.1. Yes, it's new, improved, blah, blah, blah, but Microsoft is not promoting it too much. They're putting more money into promoting Tablets and Windows Smart Phones which are less than 3 percent of the market.

    As investments, MSFT and INTC are dead money.
    Oct 18, 2013. 06:51 PM | 5 Likes Like |Link to Comment
  • Honeymoon Period Over For Marissa Mayer [View article]
    Meg Whitman blew $150M of her own money, in her bid to become Governor of California. The only thing she's learned at Harvard Business School is to lay-off people. Maybe that would have been good for California, but Jerry Brown is doing great. On the other hand, Kansas is going down the tubes with their tax cuts and shutting down essential services.
    Jul 20, 2014. 11:25 PM | 4 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
  • Yahoo Stock Likely To Come Under Pressure [View article]
    Never seen anything like this on Seeking Alpha before.
    "The stock is up over 26% in the last 6 months, and close to testing long-term resistance. Treat resistance as inflection, because if the stock fails to break above long-term resistance and hold, it could pullback all the way down to support."

    Pray tell us the long-term resistance and short term support prices.
    Sep 10, 2013. 04:27 PM | 4 Likes Like |Link to Comment
  • Intel Is Betting On Infiniband [View article]
    Did you just get back from a Tea Party rally?
    Aug 11, 2013. 10:57 PM | 4 Likes Like |Link to Comment
  • The 'Sarah Palin' Oil Shock [View article]
    Sarah Palin needs to be drilled on economics
    Oct 4, 2014. 02:09 AM | 3 Likes Like |Link to Comment
  • Intel Concedes Defeat [View article]

    You're right. Too many articles with techie mumbo jumbo has no bearing on any company's valuation and stock performance. These articles focusing on strategy are more meaningful. Thanks Nathan
    Dec 8, 2013. 12:02 PM | 3 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
  • Intel 2013 Half-Time Report: Things Are Looking Ugly, But The Worst Is Nearly Past [View article]
    Santelli should go to Fox "Business", where he would do very well with the Tea Pot Cost of Freedom crowd:

    The Economic Ignorance Of Fox's Business Block
    Aug 18, 2013. 07:38 PM | 3 Likes Like |Link to Comment
  • Nvidia Can't Be Shielded From The Future Of Mobile [View article]
    Where are the NVDA fanbois? Someone on this board was calling for a $21 price.
    Jul 10, 2013. 10:36 PM | 3 Likes Like |Link to Comment
  • 3 Reasons Nvidia Will Soon Break Out Of Its Range [View article]
    Pure Value is talking about the chart which is broken. Today was a dead cat bounce, with big dumps at the end of the day.
    Mar 28, 2013. 12:53 AM | 3 Likes Like |Link to Comment
  • Intel: $48 Per Share In 4 Years [View article]
    $48 = 125% increase in 4 years. The last time it was above $40 was November 2000. The low was at $12.05 in February 2009. In other words a 4-bagger in 7 years. Could happen, but would be statistically improbable, unless INTC changes its capital structure or Warren Buffet buys it.
    Mar 24, 2013. 03:44 PM | 3 Likes Like |Link to Comment