Seeking Alpha

techy46

techy46
Send Message
View as an RSS Feed
View techy46's Comments BY TICKER:
Latest  |  Highest rated
  • Intel Train Is Leaving The Station [View article]
    Microsoft one OS Windows 10 strategy puts pressure on Apple to merge iOS and OSX and Google to merge Chrome and Android. The anti-MS pundits say a single OS can not adequately server desktop and mobile users. I think Windows 10 negate that debate! The smart mobile PC could also put a real dent in sales these $2000-5000 auto infotainment systems!
    Apr 19, 2015. 12:43 PM | 1 Like Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    Bruce, The key to the smart phone becoming the next unit of computing is Intel's 14nm X86 SoC's and wireless connectivity and Microsoft's single OS strategy. We now know that Intel can build lower power SoC's that can perform at i3-i5 levels in a 4-5" device so adding a single Windows 10 OS means that device has everything needed to be a mobile PC. You couple that with a new 128Gb 3D NAND storage standard and a Surface 4 smart phone becomes the next big thing. A Surface 4 phone using larger screens wirelessly and Bluetooth keyboard and mouse is a no brainer. It might not be the expected Lumia 940/940XL but it will happen. That presents some interesting challenges to non-Wintel ecosystems. First is Intel's lead in SoC process going forward to 10nm with others using the same node name but trailing by 20% or more. Secondly, Microsoft's one OS strategy means Android plus Chrome and iOS plus OSX has to happen sooner rather then later. The results could be all 3 ecosystems running on Intel Atom SoC's at 10nm with Microsoft Office apps!
    Apr 19, 2015. 12:35 PM | 5 Likes Like |Link to Comment
  • Apple's Watch Strategy Embraces The 80-20 Rule [View article]
    Lots of Apple pie!
    Apr 19, 2015. 10:47 AM | 5 Likes Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    Good article! It's all about Intel's DCG moat, reuse of IP across PCC and successfully implementing 14nm process at decreasing CAPEX and then doing the same at 10nm before having to seriously consider EUV in 2018 and beyond. Microsoft Windows 10 should bring the next PC refresh cycle including some of those 600 old PC's that can be replace by all-in-1's and even phablets in some cases. Next we get Intel's SkyLake which does support wireless monitors and other devices. I'm looking for $36-38 by Jan 2016 and $40s by Jan 2017.
    Apr 18, 2015. 07:43 PM | 1 Like Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    jbrunnr7 - Didn't you hear the rumors that Qualcomm's selling their chip making division to Intel and just keeping their IP licensing division?
    Apr 18, 2015. 07:37 PM | Likes Like |Link to Comment
  • Intel Train Is Leaving The Station [View article]
    Let's see what Microsoft announces at Build 2015 on 4/29-5/1? Maybe a Surface 4 Pro with Intel SkyLake Inside. That would set the stage for a Surface smart phone in Fall 2015 with SkyLake cores for wireless connections to Surface and other screen plus Bluetooth keyboards.

    http://bit.ly/1FWdAq5
    Apr 18, 2015. 07:34 PM | 3 Likes Like |Link to Comment
  • The Perfect Portfolio For Retirement Is An Illusion [View article]
    @a_zuks If you buy INTC at $32 PS and sell covered calls for Jan 2016 $32 strike for $2.40 and you get called out you do not lose the hand that feeds you. You get $32 (call out) plus $2.40 for selling call plus $0.72 in dividends. So you make 10% for the call and dividends and get your $32 back 9 months from now.
    Apr 18, 2015. 07:12 PM | 1 Like Like |Link to Comment
  • Is Intel Stock Worth Considering Right Now? [View article]
    Why is Apple keeping Tim Cook when they missed the enterprise and servers?
    Apr 18, 2015. 10:03 AM | 1 Like Like |Link to Comment
  • Is Intel Stock Worth Considering Right Now? [View article]
    @gwinner - I'm thinking Microsoft's going to build a Surface 4 phone that connect wirelessly to dumb Surface screen and keyboard giving us the first real all-in-1 device.
    Apr 18, 2015. 10:01 AM | Likes Like |Link to Comment
  • A Fink Speaks The Truth [View article]
    Strong USD relative to the EU printing presses trying to catch up to the FED and US Treasury? That's a story line definitely a beyond MAD magazine and SNL. The Monopoly game continues since we have to pass GO to collect our $200.
    Apr 18, 2015. 09:55 AM | 1 Like Like |Link to Comment
  • The Perfect Portfolio For Retirement Is An Illusion [View article]
    Well then buy 3-4% yielders and sell covered call?
    Apr 17, 2015. 07:58 PM | 3 Likes Like |Link to Comment
  • The Perfect Portfolio For Retirement Is An Illusion [View article]
    It's not bad if you have everything paid for and that $22k is tax free. That's any awful lot of food, gas and utilities.
    Apr 17, 2015. 07:56 PM | 4 Likes Like |Link to Comment
  • Apple's Samsung Problem [View article]
    @H3D - Oh, I forgot that Apple sapphire screen factory went bust!
    Apr 17, 2015. 06:22 PM | Likes Like |Link to Comment
  • Apple's Samsung Problem [View article]
    @gpalermo64 - I remember Mac were illegal to export to countries like Russia.

    Who cares about who was first? That only counts in hand grenades! Apple's done a great job of pioneering (copying) by taking others IP like GUI and Unix and dumbing it down for monkeys to use while Wintel's been eliminating tedious jobs so there's are plenty of bananas for the monkeys to eat without working too hard. I'm too old to believe in anybody's hype! So Xeon Phi is now illegal to export to China!
    Apr 17, 2015. 06:02 PM | Likes Like |Link to Comment
  • Apple's Samsung Problem [View article]
    @bart_sst - I think they've been running in my notebooks for over 10 years. Oh, you mean something that's so *small" it only has 1/2 a battery and makes an Apple toy perform like a desktop or notebook?
    Apr 17, 2015. 05:52 PM | Likes Like |Link to Comment
COMMENTS STATS
7,133 Comments
10,578 Likes