Micron: If You Can Buy Only 1 Stock, Make It Micron [View article]
Russ, fine report, concise, factual, with clarity and your projections are educated; they should be treated just as all "projections" should be. Subject to the realities of market change and events.
The question is execution and competitive capability not a badly designed program, which people avoided in purchasing a new P/C. At least deal with the facts and the program was a MSFT issue, which is and will be resolved. The future of INTC has yet to resolve itself, but you being an economist and not a technologist, or prof. analyst is the real issue. So, why don't you let the markets decide the fate of INTC and not waste a lot of time using a bad supposition to flatter your own attempt at being a poor pundit....
So, it would seem you see TSMC as the main threat to INTC, but doubt it's development and delivery process at this time. That's to me a reasonable position and it will come back to execution for INTC, but also for the competition and the commentary on all these issues seems all to subjective, speculative and personal. Claiming INTC goes to dirt should be dependent on documentation of some sort for the other cos.'s supposed capabilities of coming to market with competitive product offerings versus INTC seemingly a bit plodding, but somewhat demonstrable capacity to deliver in a current time frame. Thx. for your reply......SLM
Russ, not being a technologist I find your work extraordinary for those of us in the financial community. Seems to me the proof is in the execution. I wondered what timeline you might use for INTC to move product to the market for sale and see revenue as well as performance in the real world for it's customers?Enjoy your retorts to your critics; could you clarify reality of TSM capabilities and reality of competitions response to INTC initiatives.
Swept up in the hit to American Capital Agency (AGNC -8.3% AH) is its sister firm American Capital Mortgage (MTGE -5.4% AH). MTGE differs from AGNC in that it invests in non-agency MBS as well as agency paper, but both share Gary Kain as CIO. AGNC's conference call is set for Friday at 11 ET - how much did February's dilutive secondary hit the Q1 numbers? [View news story]
Stan The Man's comments are spot on; this is primarily a book value non-cash mark down event, but it does reflect the volatility in the marketplace's and has most probably reversed to a major degree post the closing of the quarter....
Lost Money on Cisco: Why We're Not Worried [View article]
Investing is a humbling business, crowds are quite efficient, but as Keynes stated "markets can remain irrational longer than you may remain solvent". Both the efficiency and irrationality are what gives one opportunity. Once upon a time I had a mentor who simply told me that you "buy them when they don't want them and sell them when they do". How you determine exit and entry is a very important and basic factor in the success, or failure, of one's investment program. CSCO has value, but it's price in the market place is determined by "the madness of the crowd" and if you're not buying the whole company that is where one must prevail...
Micron: If You Can Buy Only 1 Stock, Make It Micron [View article]
Will The Sleeping Hare Win? [View article]
Intel: Pricing And Margin Strategy [View article]
Intel: Pricing And Margin Strategy [View article]
Swept up in the hit to American Capital Agency (AGNC -8.3% AH) is its sister firm American Capital Mortgage (MTGE -5.4% AH). MTGE differs from AGNC in that it invests in non-agency MBS as well as agency paper, but both share Gary Kain as CIO. AGNC's conference call is set for Friday at 11 ET - how much did February's dilutive secondary hit the Q1 numbers? [View news story]
Lost Money on Cisco: Why We're Not Worried [View article]