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  • Buy Nokia Hand Over Fist [View article]
    Nokia's a $5 stock trading at $3.30 so without any further data points there's 50% upside potential. The big unknown is the Lumia sales numbers for Asia, China and India, and that's why Nokia's gone down from it's $4.70 PS in Jan. Doubling down now depends on your prior entry points and risk tolerance. I see $5 PS by Jan 2014 if things improve modestly, if all goes really well Nokia could catch fire. Let's hope we don't have a 2012 repeat.
    Mar 27, 2013. 01:31 AM | 6 Likes Like |Link to Comment
  • A Quick Look At Intel's Financial Position [View article]
    "I don't like technology companies, their prices can be highly unpredictable as they tend to be influenced more by popularity than by actual performance."

    Gee, now I know why Apple went down 40%.
    Mar 26, 2013. 06:01 PM | Likes Like |Link to Comment
  • Lilliput Slays Gulliver: ARM Vs Intel, And Why Intel Lost The War [View article]
    Interesting if not biased article that sounds much like the AMD articles from 10 years ago and the other RISC articles from before that. I think ARM actually stands for Acorn RISC Machine. However, that's just trivia and the real issue is why was Intel late to the mobile SoC arena.

    Intel and Microsoft have had huge success in the Wintel duopoly. They were also distracted by building out the enterprise ecosystem components that power most of the content for mobile devices. Why would Intel have rush an Atom X86 with low power to the market to cannibalize the revenue and profits from existing Wintel PC and server businesses? Now we have SoC chips volumes approaching 1 billion a year at $15-25 each that could add appreciable growth to Intel's open OS chips and the Wintel business.

    Does the author really think that Apple, ARM, Google, Qualcomm and Samsung aren't really also shoving over priced plastics gadgets and public skunkware down upon consumers as you elude to Wintel doing?
    Mar 26, 2013. 05:58 PM | Likes Like |Link to Comment
  • Spanish open source group Hispalinux files a protest with the European Commission against Microsoft (MSFT) in which it alleges the company makes it difficult for customers to switch to Linux. The EC levied a heavy fine against Microsoft earlier this month for failing to offer users different web browser options. [View news story]
    LOL like MS is supposed to facilitate consumers buying competitors junk. If they want to eat at McDonald's they have to cross the street. EU and Spain had better worry about switching from socialism to a form of government that rewards innovation rather than whining about life not being fair.
    Mar 26, 2013. 01:24 PM | 1 Like Like |Link to Comment
  • It Is Not Can Intel Dominate Tablets, But When [View article]
    Intel, Microsoft and Wintel will not dominate smart phones and tablets. However, neither will Apple or Android. What we see evolving are three ecosystems Apple, closed and glamorous, Android, open and cheap, and Microsoft, open but mostly structured for enterprises. We could see these three ecosystems each with 2 billion users or we could see two with 2.5 billion and one with 1 billion. Intel will be very successful in all three ecosystems but I wouldn't say they'll dominate the mobile space as much as they have classic PC's and servers. Intel doesn't need to dominate mobile chips just being competitive will suffice to drive their EPS and PS higher.
    Mar 25, 2013. 06:12 PM | 1 Like Like |Link to Comment
  • The Sad State Of Smartphones [View article]
    "So why are smartphones more boring and more underwhelming than ever before?" Says who? My Lumia 900 is a tool, like a coffee pot, that I use every day for entertainment, finances and news. People that get bored easily are usually boring themselves and like plants need constant care and fertilizing. If you use technology to enrich a real life you'll never get bored by using it. Check out PC Mags latest mobile OS pool.
    Mar 24, 2013. 10:42 AM | 2 Likes Like |Link to Comment
  • Microsoft Still Doesn't Get It [View article]

    Nokia and Symbian held the mobile phone crown before Apple introduced the iphone. Apple's fall from $700 to $400 proves that the mobile PC race is far from over. Samsung's adoption of Android occurred after Apple had won. Now Google's Android is facing Samsung's use of Tizen. ARMH and QCOM;s share prices indicate that ARM has won the mobile PC chip race and Intel's lost - NOT. We've got a whole lot of shaking that's going to occur before Intel's Atom is at 7nm and Windows 10 is shipped. The IBM PC model 5150 was introduced 32 years ago and the Apple iPhone was introduced 6 years ago Time is still on Microsoft's side since they own 85% of the non-mobile PC market and 60% of the enterprise server market. Let's see where we are in March, 2014. I still think we're headed toward three ecosystems each with 2 billion users with Microsoft earning the most profits from software. If Apple doesn't get 2 billion users it will be Google's Android that ends up with over 2 billion because of the erosion of device margins especially in Asia and other emerging markets.
    Mar 24, 2013. 10:04 AM | 1 Like Like |Link to Comment
  • Microsoft Still Doesn't Get It [View article]
    Ankur - It would seem like some do not agree with your words of wisdom?
    Mar 24, 2013. 10:04 AM | Likes Like |Link to Comment
  • Microsoft Still Doesn't Get It [View article]
    Windows RT stands for Windows on ARM.
    Mar 24, 2013. 10:03 AM | 1 Like Like |Link to Comment
  • Microsoft Still Doesn't Get It [View article]
    Exactly and that's why MS left room for it's partners like Lenovo to bring out the ThinkPad Tablet 2 and Z400 Touch. MS needs to lower the 10" Surface RT to $399 and bring out 7" Surface RT at $299. They can kill MS Office apps on RT and offer Office 365 subscriptions.
    Mar 24, 2013. 10:03 AM | Likes Like |Link to Comment
  • Microsoft Still Doesn't Get It [View article]
    I do not think anybody in IT has had a problem with learning the Windows Modern (Metro) UI. It takes most people about 15-30 minutes to fall in love with Windows Phone buttery interface. Windows 8 takes a hour or two. Take a look at which mobile OS wins.
    Mar 24, 2013. 10:03 AM | 3 Likes Like |Link to Comment
  • Microsoft Still Doesn't Get It [View article]
    Microsoft gets what Windows users want and that's what counts!

    Apple and Android users can buy whatever they want.
    Mar 24, 2013. 10:03 AM | 2 Likes Like |Link to Comment
  • Intel: $48 Per Share In 4 Years [View article]
    PC's, smart phones and tablets are already converging ala W8 and WP8. I'd say Intel $24-26 in a year (2014), $28-30 in two years (2015). Really hard to see beyond that horizon.
    Mar 23, 2013. 02:16 PM | 2 Likes Like |Link to Comment
  • Microsoft Still Doesn't Get It [View article]
    "Windows RT's crippled functionality relative to full Windows 8 was actually a selling point."

    Really dumb statement. Windows RT is not crippled. W8RT has the exact same functionality as W8 X86. An ARM processor can NOT run X86 object code but it can run W8 apps that'll run under the CLR. MS has been really careful to not cannibalize their ODMs by offering a lower priced Surface RT at say $349-399. They should however look at doing that by eliminating the W8 RT Office apps and giving a 1 yr Office 365 subscription with Surface RT and bring out a 7" Surface RT starting at $249-299. MS gets it but they're in no rush as time is on their side.
    Mar 23, 2013. 02:15 PM | 7 Likes Like |Link to Comment
  • Nokia To Produce Solar Powered Lumia? [View article]
    Nokia needs a new high end device that keeps the heat on Apple and Samsung like the rumored Lumia 1000 Catwalk with aluminum case, quad core, microSD and 12mp Pureview. They also need to begin to look at Intel's Atom strategy very seriously. Lenovo is starting to look like a more serious threat in China.
    Mar 21, 2013. 11:48 PM | 1 Like Like |Link to Comment