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71324

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  • 3D Systems Is Worth $47 [View article]
    It's going on the Hibachi soon. $25 is support. Today's upswing was the XONE factor.
    Mar 29 12:57 AM | Likes Like |Link to Comment
  • Yahoo Could Become Mobile Force [View article]
    Great article. YHOO will likely base around these levels through their next earnings announcement, and then it's likely to breakout. There are some new Comscore numbers today and they look good for YHOO.
    Mar 29 12:56 AM | Likes Like |Link to Comment
  • Yahoo Could Become Mobile Force [View article]
    Any more thoughts on the disposition of Yahoo's Asian assets. I hope they use the funds to make some more meaningful acquisitions, like the ones you listed.

    The Bing deal is likely to be extended, with some better terms for Yahoo. MSFT cannot let its momentum against Google slip.
    Mar 29 12:55 AM | Likes Like |Link to Comment
  • A Very Good Business At A Below Average Price Makes Intel A Strong Long-Term Buy [View article]
    I think $30 is a realistic price target in 3 years. Some guy posted on some board somewhere->$47 in 4 years, which I think is not only far fetched but silly, based on 20 years of data on INTC's performance.
    Mar 29 12:54 AM | Likes Like |Link to Comment
  • A Very Good Business At A Below Average Price Makes Intel A Strong Long-Term Buy [View article]
    Some guy on another INTC board was touting the fantastic returns on buying weekly calls on Intel. Agree with you, if you own the stock, make it religion to write covered calls on the next strike up.
    Mar 29 12:51 AM | Likes Like |Link to Comment
  • A Very Good Business At A Below Average Price Makes Intel A Strong Long-Term Buy [View article]
    INTC suffered from NIH syndrome for a long time, due to their dominant market position. The MacAfee acquisition has not paid off yet, however, they are partnering with companies in speech for Ultrabooks (Dragon Assistant), and several other initiatives in next generation technologies. Hope they bring in some outsider to shake up the company from becoming another Microsoft. The missed the smartphone/tablet early growth phase, but are catching up quickly. AMD and NVDA watch out.
    Mar 29 12:51 AM | Likes Like |Link to Comment
  • Intel: Something Big Is Coming In April [View article]
    I would be a buyer at $19.19 or about 10% lower.
    Mar 28 04:19 AM | 1 Like Like |Link to Comment
  • 3 Reasons Nvidia Will Soon Break Out Of Its Range [View article]
    From Barron's
    Nvidia Can Reach Break-Even on Tegra, Says Raymond James
    By Tiernan Ray


    Raymond James’s Hans Mosesmann this morning reiterates a Strong Buy rating on shares of Nvidia (NVDA), writing that his meeting with company executives last week suggest to him the company’s “total addressable market will expand significantly over the next several years, as GPU computing expands from traditional client uses and into the data center.”

    Nvidia’s “Tegra” microprocessor line can be part of a $10 billion industry, “versus only $764 million in fiscal 2014,” while adding “we don’t necessarily see a meaningful ramp in the near-term (read – Tegra will be back-end loaded this year).”

    Tegra can reach a $1 billion revenue line that would generate profit for the chip family, Mosesmann argues, as it expands into segments of the smartphone market:

    To be clear, the Tegra segment reported an operating loss of $157 million in FY13 and represented a $0.20-0.25 drag on consolidated EPS per our math. Like any other greenfield product launches, Tegra has had its ups and downs and we never anticipated a linear path to success. Management has even acknowledged that Tegra 4 came to market roughly one quarter behind plan, although this was primarily a function of accelerated investment in the LTE integrated Tegra 4i that is six months ahead of expectations. The development here is significant in that expands the existing Tegra product into the mainstream smartphone market ($100-200 retail price point), which Nvidia currently has little to no presence. All things considered, Nvidia believes that Tegra 4i will help it expand in both China and integrated LTE phones, a market that should be ~230 million units (excluding Apple (AAPL) and Samsung [Electronics (005930KS)] by 2014, which is well above its current TAM of ~90 million units. Assuming that Nvidia can get just 10% of this market, that suggests revenue of $300-400 million in smartphone revenue in the next two years (vs. ~$200 million today). At the end of the day, we believe Tegra’s opportunity is well beyond the $1 billion breakeven mark set for Tegra, and that we should see leverage on current investments over the next few years. Those looking for more near-term leverage may take solace in Nvidia’s FY14 opex guidance of $1.6 billion given at the GTC conference last week, which is below consensus of $1.7 billion and implies ~$0.15 in EPS upside all else equal.
    Mar 26 02:25 AM | 2 Likes Like |Link to Comment
  • 3 Reasons Nvidia Will Soon Break Out Of Its Range [View article]
    In general, NVDA will continue to be a poor investment, for the foreseeable future. They have giant shares of niche markets (PC graphics), but niche shares in giant markets (smartphones & tablets). Like you say, the vociferous pimps on Motley Fool have touted NVDA for a long time without any sustained upside. The run to $26 was a pure short squeeze without fundamentals, and soon it was back at $12.

    QCOM's market cap is 15 times NVDA's, and perhaps it makes sense for them to team up with BRCM (like someone else suggested), and live to fight another day.

    Traders love NVDA because its easy to trade the range. It's becoming like INTC. Moribund.
    Mar 26 02:23 AM | 1 Like Like |Link to Comment
  • 3 Reasons Nvidia Will Soon Break Out Of Its Range [View article]
    They don't need ARMs. They need LEGs.
    Mar 26 02:21 AM | 2 Likes Like |Link to Comment
  • 3 Reasons Nvidia Will Soon Break Out Of Its Range [View article]
    August 2010 lows in the upper $8 range is very doable. When I plan to go short again, will buy some protective $15 short term calls.
    Mar 26 02:14 AM | 2 Likes Like |Link to Comment
  • 3 Reasons Nvidia Will Soon Break Out Of Its Range [View article]
    It will be Tegra 100 before NVDA breaks even.
    Mar 26 02:13 AM | 2 Likes Like |Link to Comment
  • Intel: $48 Per Share In 4 Years [View article]
    $19 seems to be the low. With SOXX peaking, I think the whole sector tanks. NVDA is especially vulnerable to any bad news.
    Mar 25 06:07 PM | 2 Likes Like |Link to Comment
  • Just How Expensive Is The 3D Printing Space? [View article]
    There will be Mid-March data posted next week, and the picture could be getting uglier. Go to the nasdaq site.

    Date Short Interest Avg Daily Share Volume Days To Cover
    2/28/2013 24,046,443 6,189,679 3.884926
    2/15/2013 15,023,522 4,106,083 3.658845

    Read more: http://bit.ly/15MOJmS
    Mar 25 06:06 PM | Likes Like |Link to Comment
  • Intel: $48 Per Share In 4 Years [View article]
    Intel has to throw out Moore's Law and recognize there's a major paradigm shift:
    When it comes to predicting the future, Moore's Law has been a time-worn bell-weather. But did you know its just one of several competing laws with names like Sinclair-Klepper-Cohen's, Goddard's and Wright's Law?

    http://bit.ly/WRTUkt
    Mar 25 06:04 PM | 1 Like Like |Link to Comment
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322 Comments
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