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raydx

raydx
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  • Barclays considers Alcatel-Nokia M&A speculation credible [View news story]
    The top management in Nokia is good. I believe they got the better half of they deal by selling the handset division to MS. The network business is tough with margins being squeezed by the the Chinese. It would be tough for the NSN group to compete against the likes of ALU, Hauwei, ZTE and Ericsson. Its the NSN part of Nokia that will be sold. Looks like the buyer will be ALU. I own Ericsson, their management is good, and IMHO positioning the company in the right sectors, mainly concentrating on the managed services business. From what I read Ericsson is the leader in LTE.
    Oct 14, 2013. 06:14 PM | Likes Like |Link to Comment
  • Barclays considers Alcatel-Nokia M&A speculation credible [View news story]
    Americans, french and now finns, yeah they are going to kick butt, lol. How are they going to integrate their system. superglue
    Oct 14, 2013. 05:03 PM | Likes Like |Link to Comment
  • ARM Delivers A Strong Quarter [View article]
    'BTW, no need to be a jackass. Learn some manners, stop hiding behind an ID, and grow up'

    If I were you I would get an alias quickly - jackass
    Apr 23, 2013. 05:06 PM | 1 Like Like |Link to Comment
  • ARM Delivers A Strong Quarter [View article]
    ' I am short ARMH, but hedged by having sold puts against the position.'

    Ummm. Ok so your puts are probably worthless, so you have the premium. You now have a naked short position. Since you have been short since 40 you probably have a net loss with a theoretical unlimited loss potential. Not exactly a hedge.

    ' My ARMH short position is 100% covered by cash in my account.'

    I presume you have the backing of the bank of England. Sorry, forgot that Sorros proved that theory wrong.

    Do people seriously take your advice. Anyway for the hedge you should have bought the call options and not sold the puts.
    Apr 23, 2013. 04:10 PM | 5 Likes Like |Link to Comment
  • Lilliput Slays Gulliver: ARM Vs Intel, And Why Intel Lost The War [View article]
    He had no choice but resign, he has a lifetime of air miles to use up.
    Mar 26, 2013. 06:26 PM | 1 Like Like |Link to Comment
  • Lilliput Slays Gulliver: ARM Vs Intel, And Why Intel Lost The War [View article]
    To have a discussion about hardware this late in the game is a bit mute. On the mobile front does anyone really believe that Intel can compete with the likes of Apple, Samsung and the dozens of Chinese and Indian companies in the handset market? These companies have a lot invested in the ARM architecture to ditch it at this stage.
    On the micro-controller end, ARM royalty rates are so low that its a barrier for any potential new entrant. ARM will collect royalties (billions of fractions of pennies) for decades to come without doing anything.
    On the server front, software has always been a barrier for any new entrant no matter how good the hardware is.
    Just a timeline of events to ponder on
    June 2010 Linaro formed with IBM being one of the founding members
    July 2010 Microsoft takes an ARM architectural licence.
    September 2010 ARM announces A15
    ARM's roadmap is very well thought out. They were trying for years without success to get Microsoft to port windows to ARM. So they decided to get on the UNIX bandwagon as without software ....
    The server market is very large and segmented, i.e network, storage, mail ...servers. A search on Google of the available software for the ARM architecture is staggering. No one is going to invest in software if there is no demand for it.
    Once the software is available, as INTEL and Microsoft know, the game is over. The formidable barrier has been overcome. As an aside, wonder why Mr Dell wants to take his company private when the PC market is on its last legs, its micro-servers, Dell has been working on ARM micro-servers.
    The markets have realized the shift, I believe, which accounts for the strength in ARM and weakness in INTEL stock. A comparison of the price charts for the last 12 years is an eye opener.
    Intel will have a big problem how to fill all the fabs its built. Going into the set-top box market etc is only a distraction in my opinion. The new CEO I hope will realize this and steer the company appropriately.
    I am long ARM and have been since the 90's, did sell some of my holdings and will keep the rest till ....
    Investing is about making money, fortunately for the web, the are many experts in the field with years of experience who share their the thoughts. It is worth spending time reading their comments, free, than believing ridiculous statements by certain people. Good luck all.
    Mar 26, 2013. 04:25 PM | 2 Likes Like |Link to Comment
  • Apple (AAPL) "will introduce the first 64-bit ARM-based chip this year," writes Evercore's Patrick Wang. Wang doesn't state which Apple products the chip will go into, but does note the adoption of 64-bit parts will lift ARM's (ARMH +3.4%) royalty rates. He also sees a 2H ramp in chips using ARM's big.LITTLE architecture boosting rates, and talks up the potential of ARM server CPUs from Applied Micro (AMCC -1.5%) and Cavium (CAVM -0.5%) - Wang sees AMCC's X-Gene CPU cementing its early lead in the market. ARM announced its 64-bit Cortex-A50 cores in October. (previous: I, II[View news story]
    It would be interesting if Apple does enter the server market.
    Mar 26, 2013. 03:20 PM | Likes Like |Link to Comment
  • 61% Downside Ahead For ARM Holdings As Lofty Expectations Meet Harsh Reality [View article]
    Intel's daily mantra is 'In a year's time I will be king of the castle again'. The longs keep repeating it.
    Mar 25, 2013. 09:08 AM | Likes Like |Link to Comment
  • 61% Downside Ahead For ARM Holdings As Lofty Expectations Meet Harsh Reality [View article]
    forgot to add, also in a year's time all their fabs will be running at 100% capacity
    Feb 15, 2013. 12:41 PM | Likes Like |Link to Comment
  • 61% Downside Ahead For ARM Holdings As Lofty Expectations Meet Harsh Reality [View article]
    Ashraf, you forgot to add that in a year's time Intel will have a 100% of the set top box and TV market.
    Feb 15, 2013. 12:38 PM | Likes Like |Link to Comment
  • 61% Downside Ahead For ARM Holdings As Lofty Expectations Meet Harsh Reality [View article]
    At what price did you say you shorted the stock? Or did you just buy puts.
    Feb 13, 2013. 05:02 PM | Likes Like |Link to Comment
  • LM Ericsson: A 4G LTE Growth Machine [View article]
    I am also bullish on ERIC. It reminds me of IBM when it moved to the services business. The spend by the telcos is very spiky, the service part will even out the earnings. They even manage the networks where other vendors, such as Huawei are the main supplier. A truly global company with manufacturing in all the BRIC countries. This is my long term play. They are doing all the right things, e.g. getting out of the handset business and this year the ST joint venture. Great company.
    Jan 4, 2013. 02:11 PM | Likes Like |Link to Comment
  • ARM Holdings: Future Growth Drivers Abound [View article]
    Investing is about making money. If you were long INTC and short ARM, which I doubt, you would have a real job instead of writing misguided valuation theories . Maybe you should explain the valuation of AMZN. So by your analysis are all high PE stocks a short, I believe your comments are to try and justify your bad investment decisions and you must be in denial. Investing 101 is that the stock market is only about the future- period!
    Dec 24, 2012. 04:22 PM | 2 Likes Like |Link to Comment
  • ARM Holdings: Future Growth Drivers Abound [View article]
    There are at least 3 more significant sources of revenue, their GPU offering, Trustzone, which was built into the architecture, and their Physical IP division. Their business model is incredible and IMHO it is the perfect growth/dividend stock. The number of shares outstanding, compared to the large cap tech stocks, I believe, will also provide support to the share price as more mutual funds worldwide will want some shares of the most dominant tech stock for the next decade.
    Dec 23, 2012. 02:12 AM | 1 Like Like |Link to Comment
  • Apple Dumped ARM's Designs In iPhone And iPad, But Nobody Noticed [View article]
    So since you been writing these articles have you been long intc and short armh.
    Dec 10, 2012. 04:56 PM | Likes Like |Link to Comment
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