Seeking Alpha


Send Message
View as an RSS Feed
View techy46's Comments BY TICKER:
Latest  |  Highest rated
  • Perspectives On Friday's Sell Off [View article]
    It's already a 4% correction for the Dow and a 3% correction for the S&P. Is this the 5% correction that would normally occur or will it turn into a 10% correct? I'm more inclined to think that earnings will not support the S&P PE so we're going to see a correction and then sideways into the end of next quarter while China and emerging markets stories play on. More of the same could easily turn into a Sell in May or earlier year. Watch out if Apple earnings disappoint!
    Jan 24, 2014. 05:43 PM | 23 Likes Like |Link to Comment
  • Has Buffett Gone Mad? Berkshire Hathaway Founder Steps Up A $1B For College Basketball [View article]
    He's having fun letting everyone roll the dice! A $100,000 wouldn't be to shabby.
    Jan 24, 2014. 03:47 PM | Likes Like |Link to Comment
  • Barrick's production likely to drop significantly, analyst says [View news story]
    I's rather see ABX produce 6.2 million ounces at $800 ASIC and sell them for $1200 then produce 7.4 million ounces at $950 per ounce and sell them for $1200. The 6.2m give us $2.48b profits vs the $1.85b profits for 7.4m. ABX is now doing what is should've done two years ago.
    Jan 24, 2014. 03:42 PM | 1 Like Like |Link to Comment
  • Microsoft Delivers, And Is Likely To Continue To Do So [View article]
    It looks to me like Gates backing Ballmer has paid off. Now they both have to find some new blood to back like Bates?
    Jan 24, 2014. 03:35 PM | 4 Likes Like |Link to Comment
  • Microsoft Delivers, And Is Likely To Continue To Do So [View article]
    Gaming is a very minor part of Microsoft's potential. It's much more significant that Microsoft's gaining traction in mobile devices and that their cloud strategy is working very well.
    Jan 24, 2014. 03:34 PM | 2 Likes Like |Link to Comment
  • Microsoft Delivers, And Is Likely To Continue To Do So [View article]
    Hey, do NOT complain just buy some of those Jan 2015 $30 LEAPs for $7.40 and put the other $30 into higher yielding stocks after we're see the bottom of this 5-10% correction.
    Jan 24, 2014. 03:32 PM | Likes Like |Link to Comment
  • Microsoft Beats EPS And Revenue Estimates, Can It Breach $40? [View article]
    Yes, Microsoft can break $40 PS within the next year and could go into the mid $40s if CEO selection is acceptable, Nokia D&S acquisition goes well, Windows 8 gains more traction, Intel's mobile strategy is a winner and we don't have another financial crisis in China, EU or emerging markets.
    Jan 24, 2014. 11:57 AM | Likes Like |Link to Comment
  • The Microsoft Quarter [View article]
    Author - Microsoft, simplistically put, is made up of the "old" line of products in which it has a competitive advantage that generates lots and lots of cash with the high gross profit margins it achieves, and the "new" line of products.

    Microsoft spent 10 years and $50 billion building an enterprise ecosystem that you call an "old" line of products. That enterprise ecosystem has a moat that's now over a $100 billion wide and is allowing Microsoft to attack the consumer ecosystem that Apple and Google invented over the last 8 years that have shrinking moats that are obviously not nearing as wide as Microsoft's. I'd rather invest in a provider of an "old" enterprise ecosystem that's fueling a intrusion into Apple and Google's consumer ecosystem than the other alternative. Consumers devices are going to collapse into commodities with shrinking ASP and GM and that's less of an issue for Microsoft then other device providers. Microsoft can always revert to licensing their software products and services and leave the devices to Acer, Asus, Lenovo and other Asian device fabricators.
    Jan 24, 2014. 11:46 AM | 6 Likes Like |Link to Comment
  • Microsoft Has Further Room To Rally [View article]
    It's a perfect time to buy Microsoft Leaps or shares because Mr Market is soiling his pants over China credit/debt crisis, collapsing currencies and falling rates. Microsoft could hit $40 PS by this time in 2015.
    Jan 24, 2014. 11:35 AM | Likes Like |Link to Comment
  • Intel: Don't Believe The Lies [View article]
    It's amusing that CEO's of other enterprises aren't questioned when AT&T and Verizon offer their devices at very low retail prices when everyone inside the industries knows that the carriers are subsidizing the retail costs of devices by embedding device leases in a two year minimum contract. The basic fact is after an enterprise like Intel spends billions on capex and R&D expenses there nothing wrong with spending more on advertising or manufacturing subsidies to gain market share. I wonder what Microsoft will charge Asus and Lenovo for Windows Phone licenses in 2015 once Intel 14nm Inside smart phones becomes a reality? Will Microsoft offer WP license subsidies or just give it away free for the 1st million smart phones?
    Jan 24, 2014. 11:31 AM | 1 Like Like |Link to Comment
  • Intel: Don't Believe The Lies [View article]
    It really doesn't matter what we call Intel's subsidies of the extra BOM costs to use Bay Trail-T in tablets. My Asus T100 sold for $379 and I'm happy that Asus and Intel co-operated to offer a 10" Windows 8.1 device with 64Gb, microSD, HDMI and USB that includes Office 2013 at that price. The fact that both Intel and Microsoft are finally gaining traction in tablets and are demonstrating that the combination is economical, fast and friendly is what matters. Microsoft really needs to offer a Surface 2 Mini with Baytrail-T Inside for $399. Intel has to gain 40-60 million tablet sales in 2014 to setup 2015 for 100 million and a similar smart phone strategy for 14nm SKUs.
    Jan 24, 2014. 11:16 AM | 3 Likes Like |Link to Comment
  • Strong Q2 Results Reinforce The Bullish Outlook For Microsoft [View article]
    Maybe somebody should give Steve Ballmer some credit?
    Jan 23, 2014. 06:45 PM | 10 Likes Like |Link to Comment
  • Microsoft offers conservative revenue guidance, cuts spending forecasts [View news story]
    Maybe somebody should give Steve Ballmer a little credit?
    Jan 23, 2014. 06:44 PM | 13 Likes Like |Link to Comment
  • Microsoft Offers Low Risk, Value And Growth [View article]
    Microsoft looks like their hitting quite well on 6 of 8 their cylinders. If Microsoft can get Windows 8 and it's Mobile Device & Services firing it's going to mid $40s by mid 2015 and can easily increase it's dividend to $1.40 PS. That's not a 2-4 bagger but a pretty nice return for a safe investment.
    Jan 23, 2014. 06:36 PM | Likes Like |Link to Comment
  • Intel: Intel As A Competitor [View article]
    If Intel can only compete in a competitive void then everyone should be really short on AMD.
    Jan 23, 2014. 03:15 PM | Likes Like |Link to Comment