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techy46

techy46
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  • Why Intel's Server Segment Will Accelerate In 2016 [View article]
    Agree, I think Alex might want to up his conservative Jan 2016 estimate to $32-34 and increase his Jan 2017 estimate to $36-38. If we get good market or PC refresh tail winds instead of all these head winds then we could add $2-4 more to both estimates.
    Sep 3, 2015. 10:38 AM | 1 Like Like |Link to Comment
  • Intel's Latest Processor Ready To Stimulate PC Sales [View article]
    I'm going to upgrade my notebook to 15", i5-6200, SSD+HDD, touch screen Windows 10 if the prices are right for holidays. Just got an Lumia 640 for $79 while waiting for Surface phone with Intel Inside. Microsoft's ecosystem is finally complete and way ahead of other two.
    Sep 3, 2015. 10:11 AM | 2 Likes Like |Link to Comment
  • More losses for Re/Max on 2nd downgrade in 2 days [View news story]
    I can't believe RE/MAX has held together as well as it has but it does have self interested audience in over 100,000 RE/MAX brokers and REALTORs. Oh well, its really nothing more then a marketing company with a fee pyramid!
    Sep 2, 2015. 11:41 PM | Likes Like |Link to Comment
  • Micron: Don't Buy The PC Turnaround Argument Just Yet [View article]
    Intel's 6th gen Skylake and Microsoft's Windows 10 will create a PC refresh cycle in the next 3-6 months. Buy INTC and MSFT and leave MU to fight for memory market share.
    Sep 2, 2015. 11:38 PM | 3 Likes Like |Link to Comment
  • Intel's Latest Processor Ready To Stimulate PC Sales [View article]
    It's probably going to be Q4 2015 before we see the real financial effects of Intel's 6th gen. However, we're already seeing some great devices from many ODM's. Intel's been holding up stronger during recent pullbacks due to already having been down over 20%. Lots of opportunity for those that know how.
    Sep 2, 2015. 10:43 PM | 2 Likes Like |Link to Comment
  • Microsoft: Power BI Content Packs For Adobe, Azure And Webtrends [View article]
    Microsoft's Azure is going to enable a huge number of users that heretofore could not afford or justify the environment required to use Microsoft's growing variety of enterprise solutions. It's just amazing how easy and simple it is to test drive and then deploy.
    Sep 2, 2015. 05:24 PM | 2 Likes Like |Link to Comment
  • China National Security Law Bites Trend Micro [View article]
    It's not just China! How many PC's are protected by Kaspersky! The EU and US have some interesting ideas on intellectual property and privacy too! It's quite easy to be a Western hypocrite about cultures and laws.
    Sep 2, 2015. 03:24 PM | Likes Like |Link to Comment
  • Intel And The Cloud [View article]
    Dana,

    I usually buy INTC shares when it dips to low 20s and sell at 30 or above. That's been working pretty good since 2008. I never buy and hold anything after the 2000 dot com lesson. In todays world I'm more inclined to buy LEAPS on cyclicals like INTC and buy CEF like GDV for income. Sometime I buy shares and sell CALLs to hedge which can be exciting and rewarding too.
    Sep 2, 2015. 03:15 PM | Likes Like |Link to Comment
  • Where Can I Find Safe Income For Retirement? [View article]
    jbzw - No kidding, do not forget about FDIC!
    Sep 2, 2015. 03:09 PM | Likes Like |Link to Comment
  • Intel And The Cloud [View article]
    Please do not muddle Dana's thought processes with the facts!
    Sep 2, 2015. 01:44 PM | Likes Like |Link to Comment
  • Intel And The Cloud [View article]
    Dana,

    Microsoft should buy Red Hat ;)
    Sep 2, 2015. 01:41 PM | 1 Like Like |Link to Comment
  • Intel And The Cloud [View article]
    Dana - Dividing a market on compatibility issues reduces growth.

    Reduces growth for who? If someone loses, someone else gains.
    Sep 2, 2015. 01:38 PM | Likes Like |Link to Comment
  • Intel And The Cloud [View article]
    Dana - Intel has been confused for a decade.

    How is Intel confused when in the last 5 years they've generated $260b revenue, $160b GM (83%) and $57b net income (22%)? Intel failed to capitalize on mobile devices but they did not have the IP or processes to compete without cannibalizing their other product lines. They've done very well in the cloud movement.
    Sep 2, 2015. 01:33 PM | 2 Likes Like |Link to Comment
  • Intel And The Cloud [View article]
    investingInvestor - my thesis on Intel Corporation is they have wasted the last 9 years

    I do not have the last 9 years history but if we use the last 5 years Intel's generated $260b in revenue, $161b in gross margins and $57b net income. That's seems to be a quite profitable waste of time! Maybe not as good as Apple's consumer based monopoly buy hey, consumers are fools!
    Sep 2, 2015. 01:28 PM | 3 Likes Like |Link to Comment
  • Intel And The Cloud [View article]
    huthutho - Isn't it amusing the opposite reactions you get if you praise someone for socializing but tag them with supporting socialism. I guess my two pet peeves are democratic socialism and political correctness.
    Sep 2, 2015. 01:15 PM | 4 Likes Like |Link to Comment
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