Seeking Alpha

investingInvestor

investingInvestor
Send Message
View as an RSS Feed
View investingInvestor's Comments BY TICKER:
Latest  |  Highest rated
  • Intel Warning Reinforces PC Reliance Issue [View article]
    ss4, the time to invest in Intel is after Intel gets control of their 14nm fab processes. Intel PR says one thing, but Intel usually ends up somewhere else. The problem is production rate not meeting demand. A raft of OEMs are waiting and waiting and waiting on Intel before announcing new PCs in all form factors.

    At this very late juncture, perhaps OEMs are changing strategy in order to wait for Skylake. After all, Intel PR claims Skylake is on schedule for Fall 2015 and the Holidays.
    Mar 13, 2015. 02:39 AM | 1 Like Like |Link to Comment
  • Amazon buys IoT service provider 2lemetry [View news story]
    Riggs, Gary has already said that he considers SA to be entertaining and informative.
    Mar 13, 2015. 02:30 AM | 1 Like Like |Link to Comment
  • Amazon buys IoT service provider 2lemetry [View news story]
    Gary, is R2D2 on the IoT? What is Amazon going to do with the IoT?
    Mar 13, 2015. 02:28 AM | Likes Like |Link to Comment
  • The Intel Atom X3 Can Hurt Qualcomm And MediaTek [View article]
    NI, you nailed Intel's PR history. Vacuous promises never expected to amount to a hill of beans. Noise.

    Intel cannot compete. Intel will not compete. Years ago, Intel yielded mobile to the competition. The story of the monkey stuck with its hand in the cookie jar applies.

    Your mention of someday means that Intel abandons x86. That would be a mighty cold day.
    Mar 8, 2015. 01:42 PM | Likes Like |Link to Comment
  • The Intel Atom X3 Can Hurt Qualcomm And MediaTek [View article]
    Bruce, you are way off. I am reacting to Intel's PR statements.

    The truth about Intel's mobile SOC announcements:
    1) Intel is NOT fabbing its own SOCs.
    2) Intel is announcing its next generation, not available for a long time, SOCs at 28nm.
    3) Intel is boasting about its 3G modem.

    Intel has vast idle, shutdown fab capacity. Intel cannot build mobile SOCs on Intel's 14nm (or 22nm) fab processes. Why? Maybe you should find out before your investments sour.
    Mar 8, 2015. 01:36 PM | Likes Like |Link to Comment
  • Amazon Or Costco? [View article]
    Dana, it's amazing when an article writer calls himself out for clickbait. heh-heh

    My comment is BOTH. Both Amazon and Costco. Both use membership. Both provide members with special services. Both curate merchandise selection (but very differently). Both are unique, quality businesses.
    Mar 7, 2015. 01:17 PM | 1 Like Like |Link to Comment
  • Amazon sets up store on Alibaba's Tmall [View news story]
    Let's see. Alibaba gets 0 percent, and Amazon gets at least 30 percent of sales revenue. Alibaba only get revenue when sellers buy adverts and placement.

    Yep, Amazon remains the world's best e-retailer, public cloud provider, etc.
    Mar 7, 2015. 01:13 PM | 4 Likes Like |Link to Comment
  • The Intel Atom X3 Can Hurt Qualcomm And MediaTek [View article]
    TI, you nailed Intel's PR to the wall. Intel is NOT fabbing its own SOCs! Intel is announcing its next generation, not available for a long time, SOCs at 28nm. Intel is boasting about its 3G modem.

    This is hilarious Intel PR at its most dissembling.

    SA readers, Qualcomm and everybody else has little to worry about from Intel. I have just read a chip expert asking whether Krzanich knows what he is doing in mobile. Does Intel have any future in mobile?

    Intel should be showing off sample SOCs at 14nm with 4G flavors of modems. Intel should be showing off reasonable screen resolutions too.
    Mar 5, 2015. 10:57 PM | Likes Like |Link to Comment
  • Cisco tops $30; new mobile products launched at MWC [View news story]
    Nutana, John Chambers has steered Cisco through several technology revolutions. When John talks about over 80 percent of today's companies failing within a decade, he has lived with those statistics and won.

    Chambers is telling us Cisco has once again successfully navigated a technology revolution...and Cisco competitors have failed this go.

    Dig deeper in your research to see the lessons learned. The current technology revolution is clearly the biggest in history. The EU claims 3,500,000,000 global Internet users. Experts predict an additional 2,000,000,000 global Internet users in the next 2-3 years. For example, under developed regions are skipping landlines for cellular networks (working independent of their failed states). Annnnd, there are all the content providers and service providers and ecosystems riding over the Internet.
    Mar 4, 2015. 12:11 AM | Likes Like |Link to Comment
  • Why Amazon's Recent Sales Deceleration Is Not The Full Story [View article]
    Get with it! Amazon is growing at an annual rate of ONE STARBUCKS PER YEAR.

    From now on, my large cap growth investments are going to be forward modeled in STARBUCKS PER YEAR. YEAH!!!
    Mar 3, 2015. 11:59 PM | 2 Likes Like |Link to Comment
  • Intel's Fabs At The Crossroads [View article]
    zis, here is Intel's huge PR lie:

    "This is understandable, since Apple's A8X has 48% more transistors for the area than Intel's Core M, despite being on an ostensibly less dense 20nm node, compared to Intel's 14nm node."

    Everything Intel PR says twists the truth. Transistor size. Transistor density. Transistor speed. On-chip voltage regulation. Tri-gate (three sequential gates draped over one channel) design tradeoffs vis a vis processing technology vis a vis chip design.
    Feb 23, 2015. 09:19 PM | Likes Like |Link to Comment
  • Intel's Fabs At The Crossroads [View article]
    Anything discussed beyond triple patterning at 10nm is simple conjecture.

    Time will tell soon enough whether Intel's PR about their 10nm process is just more happy smoke, like 14nm has been and still is.
    Feb 23, 2015. 09:10 PM | 2 Likes Like |Link to Comment
  • Rackspace higher as upgrade, target hikes arrive; cloud price war calming? [View news story]
    DavDaddy, AWS is the technology leader in more than cloud services. Amazon has wired up planet Earth, already operating at full speed, good for the forseeable future.

    Almost all startups use Amazon AWS. That says it all because startups are the technology leaders.
    Feb 19, 2015. 05:01 PM | 1 Like Like |Link to Comment
  • Amazon: Profit Desperation Has Set In [View article]
    Gary, FUD is fear, uncertainty, and doubt. For example, an asteroid could crash into Earth and Amazon could fall. Annnnnd, the Yellowstone super volcano could erupt and Amazon could fall. Focus on "could".

    SA readers: FUD articles are noted for their lack of specificity and liberal use of emotion.
    Feb 18, 2015. 05:25 PM | 3 Likes Like |Link to Comment
  • Rackspace higher as upgrade, target hikes arrive; cloud price war calming? [View news story]
    DavDaddy, if you are correct, you have already lost. If you are wrong, you have already lost.

    OpenStack is sinking Rackspace.
    Feb 18, 2015. 05:20 PM | Likes Like |Link to Comment
COMMENTS STATS
1,719 Comments
3,017 Likes