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  • Weighing The Week Ahead: Has The Fed Assumed A Third Mandate? [View article]
    Yes, keep writing and we will keep reading...

    You identify the relevant perspectives driving short term events. You separate concerns to simplify your analysis. E.g., the US Fed has made the same decision, each FOMC meeting for years now, yet their reasoning has shifted completely. You seek understanding...not shock & awe.
    Sep 20, 2015. 10:45 AM | 5 Likes Like |Link to Comment
  • Apple: Even Intel Doesn't Think It's Competitive With iPhone [View article]

    "They are becoming commoditized. Put your passion in a better place." All the competitors of Apple wish naive customers would believe this obviously false statement. All the competitors of Apple tell upset customers this when their phone dies after six months. Same ol' story.

    Apple App Store, Apple Music, iCloud, iTunes, Siri, iOS 9, Sync, awesome HW, awesome UI, etc.
    Sep 18, 2015. 09:00 PM | 18 Likes Like |Link to Comment
  • The New Apple TV's Missed Opportunities [View article]
    Glen, today, 4K tv is very immature and subject to change AND volume is very low AND the part supply chain is limited.

    Do you think Apple has an Apple tv roadmap with 4K support? I am betting on that.
    Sep 16, 2015. 03:27 PM | 1 Like Like |Link to Comment
  • Apple's Upgrade Plan Subtly Drives Huge Volume [View article]
    Who is primed to replace Apple as the world's most profitable smartphone maker? Today or tomorrow, no one can replace Apple's global ecosystem. Samsung is being crushed.

    The other half of the world, those without Internet access, are being offered wireless access at a rate that will add about 1 billion additional smartphone users in 2 years...with 3 billion more to go after that.

    The first time smartphone buyers are unsophisticated and might buy cheap phones; however, their 2nd phone is usually much more sophisticated like iPhones, even used iPhones are better than cheap phones.
    Sep 16, 2015. 09:06 AM | 5 Likes Like |Link to Comment
  • 5 Things To Consider About Barron's Bearish Call On Alibaba [View article]
    Investing 101, fair enough; however, Alibaba Holdings history has been recorded on the Internet and SA, including fake merchandise, baby formula, Web links taking customers off to 3rd party sites.

    BABA was the largest IPO in history, just google it.

    Alibaba Holdings has been spreading its IPO cash around, foreign investments, media investments, new product & service lines. Again google it. Add up the dollar amounts of each action.

    The secret cabal of BABA stakeholders have a tremendous gift of money due to the IPO price. These stakeholders were gifted their BABA shares; meanwhile, the public set the BABA stock price by their buy & sell orders using real cash. Time is up and everyone will see the outcome.
    Sep 15, 2015. 10:06 PM | 1 Like Like |Link to Comment
  • The New Apple TV's Missed Opportunities [View article]
    "It could be argued that much of the functionality that was removed would be impractical to implement using the very limited form of user interface available through the new Apple TV remote. The new remote incorporates a trackpad as well as a few basic buttons for selection and navigation."

    SA readers: Apple has extensively tested Apple tv for many years now. Apple has released several improving versions of Apple tv, too.

    The UI problem is that the huge tv screen is very different than a small, hand held screen with touch display. Most iOS apps are designed for small hand held screens. This forced Apple to supply a new tvOS UI and a new tv app store. Meanwhile, all Apple users can continue using their iOS devices even while watching Apple tv.

    The Web page problem is that most Web pages have sophisticated UI functions that do not translate to a tv screen. I.e., users could see the Web page but not properly interact with it.

    To me, an obvious function for Apple tv is displaying documents, pictures, and videos using an app running on other devices. This would work like a traditional projector using the tv screen for output.
    Sep 15, 2015. 09:33 PM | 2 Likes Like |Link to Comment
  • 5 Things To Consider About Barron's Bearish Call On Alibaba [View article]
    After the BABA shares are free to trade, there will be a substantial rush for the exits. Slow ones will be left holding the bag as the "largest IPO in history" deflates massively. The influx of IPO cash has been burning a hole in Alibaba Holdings pockets as it spends, spends, spends.
    Sep 15, 2015. 11:06 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Cautious Trading Ahead Of U.S. Fed Meeting [View article]
    BBC has a very good article about the US Fed decision.

    The biggest US Fed concern is foreign. For example, the $9.6 trillion in US dollar denominated foreign loans that would have to be paid back in ever stronger US dollars.

    The biggest retail investor concern is how best to diversify. I mean, if more foreign loans will default and be written down, then what are the secondary effects on bond MFs and ETFs, on big bank stock prices, on developing markets in Asia and Africa. Will US investments be safe enough? Will developing markets tank like Asia in the 1990's? How fast or slow will regional or national bubbles deflate?
    Sep 15, 2015. 10:57 AM | 3 Likes Like |Link to Comment
  • Professionals Will Find The $499 Microsoft Surface 3 More Useful Than The iPad Pro [View article]
    Glen, good questions with easy answers.

    "exactly", "very", "disaster", "stupid", "gigantically stupid" are over the top hyperbole spewed by Plain Common Sense, in every sentence, in most every phrase written by PCS. Please go back to the parent comment and count occurrences of FUD.

    I have seen CNBC newscasters talk in reverent tones about the Apple 9/9 announced devices. I do not care for Wall Street PR, selling their "book", shorting or going long, amp'ing up emotions.

    Please visit Apple and Microsoft stores to test their device models. Before going, have a plan to write a letter or draw a picture so you can realistically test drive devices. Ask the sales staff to leave you alone for a while. Finally, share with sales staff your observations and conclusions and questions. The sales staff actually know a lot of things they would not share with just anyone.

    For me, it is one investment. I own a single 7 year old Mac. I have never owned a smartphone or laptop. I have run Windows at work for decades.
    Sep 13, 2015. 12:03 PM | Likes Like |Link to Comment
  • Professionals Will Find The $499 Microsoft Surface 3 More Useful Than The iPad Pro [View article]
    Glen, allow me to remind you, as investors, it is all about Apple's approaching $300,000,000,000.00 cash reserves. Please keep focused on the financials like FCF, DCF, stock buybacks, consistent quarterly dividends, growth in existing and near future product & service revenue streams.

    I was recently watching CNBC when both news casters repeatedly told each other iPhone IS NOT just a phone...what did they mean? heh-heh

    I was recently watching Charlie Rose on an segment devoted to the 9/9 Apple event, which Mr. Rose attended. Everyone knowledgeable about that Apple event view it as a harbinger of our global future.

    Today, I checked on Apple sales of the just announced products. iPhones have sold out in some places. Expected waiting times are increasing day after day. Selling like crazy, cannot make enough, an investor's dream.
    Sep 13, 2015. 11:49 AM | 3 Likes Like |Link to Comment
  • Professionals Will Find The $499 Microsoft Surface 3 More Useful Than The iPad Pro [View article]
    PCS, I see you are continuing your anti Apple PR on SA. You are spewing FUD.

    SA readers: iPad runs Microsoft's productivity suite AND Adobe's creativity suite much better than any Surface tablet. Period.

    The iPad models have much better screen resolution than Surface models, and being hand held at about 12 to 18 inches from your eyes this makes all the difference. The Apple A8x and A9x SoCs clearly are the best tablet chips in the world. At the same price points, customers would notice iPad is the winner.

    The Apple pencil (aka stylus) is much better than Microsoft's feeble styluses. I have read that Microsoft cannot get Surface hand drawings to real time track their stylus because the Intel CPUs are too slow. Please go to the Microsoft store and sign your name...there is a significant time lag.

    SA readers: you should test drive the iPad and Surface models. The winner is based on fitness for purpose and manufacturing quality. Do not blame Microsoft SW for the slowness and low screen resolution and extra weight of Surface models...that is all forced by Intel's x86 limits. Do blame Windows for the kluge UI.

    Apple designs and builds personal devices for people who use their devices a lot, especially demanding power users.
    Sep 13, 2015. 11:31 AM | 9 Likes Like |Link to Comment
  • So I Bought More Intel, And It Came With Some Micron [View article]
    Techy, I am just quoting vetted, well known Web sites like Anandtech and several others.

    The 2.7 percent improvement is commonly claimed. If you go back two generations, you get between 5 and 6 percent improvement. Compare this to Apple's annualized speedups around 70+ percent YoY for years now.

    Plot the yearly improvements for Intel and you understand why I am skeptical concerning Intel's future.

    Plot the yearly increases for Intel complete BOM chip costs and you understand why I am very concerned...when superior ARM chips are much cheaper.

    Intel is ripe to be rendered obsolete.
    Sep 10, 2015. 01:05 PM | 1 Like Like |Link to Comment
  • So I Bought More Intel, And It Came With Some Micron [View article]
    Hoosier, even the Intel CEO is closed mouth about what makes XPoint so great. In a one on one published interview, Krzanich said he could not explain the technology.

    Years ago HP announced and patented cross point, programmable switch and memory hybrids branded memistors, with full disclosure of titanium dioxide phase change technology.

    Intel has a long history of PR claiming new breakthroughs and world changing initiatives, but all Intel has shown the world is tired old x86 CPUs and supporting chipsets.
    Sep 10, 2015. 12:59 PM | 2 Likes Like |Link to Comment
  • So I Bought More Intel, And It Came With Some Micron [View article]
    Intel Skylake is 2.7 percent faster than the previous x86 generation Broadwell. Skylake is 10-15 percent more expensive than Broadwell. Skylake graphics supports 4 graphics functional units (rather than 3 maximum for Broadwell), but the run of the mill Skylake chips have only 2 graphics FUs.

    Intel x86 is obsolete and ripe to be taken down by competitors like IBM's OpenPower and Apple's Axx chip architectures.

    Apple's A9x is 70 percent faster than the A8x. Apple's A9x CPU is faster than 80 percent of all x86 PCs sold in the past 12 months. Apple's A9x graphics is faster than 90 percent of all x86 PCs sold in the past 12 months. Apple's A9x costs a few 10's of dollars versus Intel's around $400 starting price. Apple's A9x sips electric power.

    Why buy Intel when there are so many obviously outstanding choices today?
    Sep 10, 2015. 12:18 PM | 1 Like Like |Link to Comment
  • Why Would Amazon Give Tablets Away For $50? [View article]
    Gary, classical loss-leader for Amazon media consumption devices and for enticing customers to go all into the Amazon ecosystem.

    The entry devices will lead to future purchases of content. Amazon has several content subscription services, including monthly popular book subscriptions and textbook rentals.

    These entry devices will lead to upgrade replacement devices in future years. Families will want multiple Kindle devices.
    Sep 10, 2015. 12:02 PM | Likes Like |Link to Comment