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  • Coca-Cola Or Microsoft? [View article]
    Interesting I've used Microsoft's products and owned their shares for over 30 years. I drank Coke then Pepsi up until several years ago but don't touch either any more. The soft drink business is way too crowded anymore.
    Apr 20 05:39 PM | 1 Like Like |Link to Comment
  • Google Cloud Is No Real Threat To Microsoft [View article]
    Interesting article but filled with lots of misinformation and wrong concepts and comparisons.

    First, Microsoft's cloud offering is Azure and it's real competition is Amazon not Google. Secondly, Microsoft's Office is the world most popular productivity suite for consumers and enterprises. Microsoft's Office 365 does compete with Google's docs are both cloud based but are not cloud hosting environments like Azure and AWS. The author's confusing cloud hosting as a service vs cloud based productivity offering from Google, Microsoft and others like

    Next, Microsoft can make many billions from it's newly acquired and home grown Nokia and Surface personal computer smart phone and tablet divisions and they will never equal the GM generated by software licensing but who cares. In mobile devices, as Apple's proven, you can bundle hardware and software and offer a device that at 40% GM generates more GP then the respective licenses. For instance, 60% of $30 license is $18 while 40% of a $500 device is $200. Microsoft can offer both proprietary devices and Windows licenses to other DM's and have their cake and eat it too. That's really better then either Apple's overpriced approach or Google's Android adware virus approach. The icing in that cake is the $5-15 a month subscriptions to consumers and enterprises to use Office 365 anytime, anywhere.

    Long INTC and MSFT but for the right reasons.
    Apr 20 05:33 PM | 2 Likes Like |Link to Comment
  • Why We Think Intel Will Trade North Of $30 Before Year's End [View article]
    Intel will, by 2015-16, increase their mobile presence to generate 50-60% GM on mobile chips selling for $12-30 ASP. There is no reason Intel can not use the free cash flow to duplicate their successes in classic PC's and servers. Intel will be trading at $30-35 PS by 2016.
    Apr 20 12:04 PM | 3 Likes Like |Link to Comment
  • The Nokia X Goads Google To Work On A $100 Nexus [View article]
    Interesting article. Microsoft should embrace compatibility with all OS's in consumer space just like they have in enterprise space. That means embracing Android, Hadoop, Linux, Tizen and Unix and using them to increase Microsoft's consumer and enterprise ecosystem adoption and productivity. That doesn't mean lessening Microsoft's investment in Office, SQL Server, Visual Studio and Windows.
    Apr 20 12:00 PM | Likes Like |Link to Comment
  • The Nokia X Goads Google To Work On A $100 Nexus [View article]
    Cheaper-ass Android and Nokia vs. overpriced glam and hyped iPhones? Hum, me thinks someone thinks their smart phone is a social status symbol rather then a personal computer and phone.
    Apr 20 11:57 AM | 1 Like Like |Link to Comment
  • Samsung, Globalfoundries ink deal to challenge TSMC [View news story]
    So this puts everyone on the trailing edge with Samsung's 14nm FF, whatever that really is, about 12-18 months behind and allows Intel to proceed with 14nm 3D with dual OS compatibility. I doubt Intel really cares about foundry wins or not. They key to all this will be Android and Windows on commodity devices at 14nm and beyond. Does Samsung keep pushing move to Tizen OS?
    Apr 19 11:30 AM | Likes Like |Link to Comment
  • Gold mining giants reportedly neared merger, but talks failed [View news story]
    Great! Doubling the problems would not solve the problems but there could've been some real cost cutting considering the proximity of their properties. They'll both need to hunker down and stick with a lower cost and production mode until the future of gold prices becomes clearer.
    Apr 19 11:15 AM | 1 Like Like |Link to Comment
  • Microsoft continues to lag Sony in console battle [View news story]
    Let's see 5 million is 28% less then 7 million but $500 is 25% more then $400. So Microsoft's giving up 28% of the units but getting 25% more ASP and SNE's making $300 million more. I don't think Microsoft's really concerned about giving up $300 million to put a media server in 5 million homes. Most users of Microsoft's ecosystem don't really care about the $100 price difference and most non-Microsoft users still wouldn't buy the Xbox One if it was the same price as the PS4.
    Apr 18 10:42 PM | 2 Likes Like |Link to Comment
  • Intel Is Breaking Out And Offers Upside On Compelling Valuation And New Growth [View article]
    Nice recap. Intel can be a $30-40 PS stock in the next 12-18 months for a 10-50% upside. It's one of the few really big technology enterprises along with Microsoft that hasn't yet appreciated much due to the mobile PC shift.
    Apr 18 11:45 AM | Likes Like |Link to Comment
  • Stabilizing PC Market And Potential In Mobile Make Intel A Strong Buy [View article]
    Excellent recap of Intel's earnings and potential. If Intel executes as management has advertised they are positioned to become a $30-40 PS leader among 2 or 3 in the future processor chip wars. It's certainly exciting and interesting to have the opportunity to bet on who can invest and win in the looming $10-40 billion capex battle. Will it be ARM's open source or Intel's proprietary architecture?
    Apr 18 11:24 AM | 1 Like Like |Link to Comment
  • AMD's Turnaround Is Real [View article]
    Great, AMD may become a profitable and successful $4-8 billion niche player.
    Apr 18 11:17 AM | 8 Likes Like |Link to Comment
  • Microsoft continues to lag Sony in console battle [View news story]
    Who cares? Microsoft's consumer ecosystem has so many facets like cloud, enterprises, PC's, search, smart phones and tablets it doesn't really matter that they're number 2 in gaming consoles trailing SNE by 20% while making probably making 20% more in GM. Microsoft's Xbox is part of a winning ecosystem while PS4 is part of a lost basement ecosystem.
    Apr 18 11:15 AM | 4 Likes Like |Link to Comment
  • Intel: Dreadful Mobile Group Losses Is Not Permanent [View article]
    Intel's $3 billion investment in 40 million tablet chips via contra revenue BOM offsets will pay off in spades in 2015 for tablets and 2016 for smart phones.
    Apr 18 12:49 AM | Likes Like |Link to Comment
  • Is Samsung Vulnerable To An Assault By Lenovo? A Rift With Google Could Expose A Flank [View article]
    Interesting article. Lenovo has been making all the right moves and has some really good devices and momentum. I think whats actually going to give Google and Samsung fits is the fact that all form Wintel ODM's can now be Andtel ODM's with the same design for both OS's. The fact that commodity devices will be able to run both OS's, not necessarily dual boot, but one BOM will make it much easier for Asus, Dell, Lenovo and HP to offer Samsung some real pain. That also generates some real issues with Apple's ASP and GM across all product lines.
    Apr 18 12:40 AM | 1 Like Like |Link to Comment
  • Intel's Earnings Have Me Thinking Like A Buyer Again [View article]
    Interesting article. Intel did one thing and that's matched their own expectations. If Intel can do that for the next 3-5 quarters then owing Intel's stock has 10-20% upside while receiving a nice dividend and owning Intel calls dated 2015 and 2016 has 40-50% upside but no dividends. I like my 104 in the money LEAPs that are currently up 35% and plan to add to them as soon as we see how overall market reacts to earnings and seasonal Sell in May pressures. In the meantime I'm collecting 5-10% dividends on BDCs, Blue chips and REITs.
    Apr 17 06:39 PM | Likes Like |Link to Comment