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  • Intel: This Is Your Last Chance To Buy [View article]
    Buy the INTC Jan $20 calls at $3.90-4.00 and average lower if you get the opportunity. Take the other $14-15 and buy something that has great yields like FSC, GGN or NLY.
    Aug 4, 2013. 09:15 PM | Likes Like |Link to Comment
  • Intel: OK, Where Are The Apple 'A' Chips Really Going? [View article]
    Fabbing chips for Apple isn't where the real money is. The real money starts with design wins and the sales of chips. What if Lenovo K1000 Silvermont gives Apple and Samsung some real competition? A Nokia Lumia 2000 with Intel Atom Inside is on the horizon.
    Jul 17, 2013. 01:38 AM | 2 Likes Like |Link to Comment
  • Memo To Microsoft: Walk Away From Nokia [View article]

    Actually Microsoft gets most of their profits from enterprises and not fickle retail consumers. Microsoft certainly work like to increase their share of mobile PC markets, smart phones and tablets, but not at the expense of enterprise software revenues and margins. It'll be interesting to see how things shake out once smart phones and tablets become $200-300 commodity devices with very low margins. Apple's going to have a rough road selling watches to executives, parents and teenie boopers.
    Jul 16, 2013. 04:54 PM | 2 Likes Like |Link to Comment
  • Is Nokia Going Into The Camera Market? [View article]
    Good article. Nokia's trying to create some buzz and hype while they wait for Microsoft (MS) to upgrade WP8 to support quad cores, larger screens, microSD and notification center. The Lumia 1020 is a good smart phone with a great camera, for a smart phone, attached. MS and Nokia will continue to struggle until they can match hero specs offered by Apple and Android devices. The hero specs are stupid but so are smart phone consumers much like car buyers. As for hovering between $3-$5 PS you actually should say between $2-4 and that's 100% upside if you had the big ones to pyramid down to $1.63. Apple's also gone nowhere hovering between $400-700 PS.
    Jul 16, 2013. 04:54 PM | 2 Likes Like |Link to Comment
  • Annaly: A Good Investment To Benefit From Rising Rates? [View article]
    LOL So last week NLY's BV was getting crushed by raising rates but this week they'll flip the paper fast enough to take advantage of increased spread created by raising long term rates. Sum Thing Wong?
    Jul 16, 2013. 01:27 AM | Likes Like |Link to Comment
  • Memo To Microsoft: Walk Away From Nokia [View article]
    I've checked the facts and WP8 does NOT officially support quad cores, larger screen or MicroSD yet since they're not certified by Microsoft. You need to quit repeating PC world rumors. I've had a Lumia 900 prior to first US ship date and know quite a bit about WP7 and WP8. You're obvious not very knowledgeable about either Nokia Lumia or Windows Phone OS. Microsoft has dropped the ball on both Windows Phone and Windows 8 software engineering pitifully.
    Jul 16, 2013. 12:49 AM | Likes Like |Link to Comment
  • More Bad News For Apple [View article]
    All PC, smart phone and tablet manufacturers are going to come under increasing margin and pricing pressure from the commoditization of all of these devices regardless of branding. The whole debate about PC's Dead and mobile devices rule doesn't matter. In reality if you can build a 15", 360Gb notebook for $349 then you should be able to build any device with a smaller touch screen and smaller storage for the same or lesser price. That's not going to be good news for Apple, Dell, HP, Lenovo, Nokia or Samsung. Intel may benefit slightly. Microsoft will fall back on enterprise ecosystem.
    Jul 15, 2013. 05:06 PM | 1 Like Like |Link to Comment
  • With Haswell Faltering, Baytrail Is Make Or Break For Intel [View article]
    Intel's new architecture "Haswell" (successor of Ivy Bridge on the 22 nm node) has not managed to turn around the declining fortunes of the PC market. - Digitimes

    Oh come on Haswell isn't even available in many devices form most vendors yet. Vendors are still trying to clear out their inventory of prior iCore devices at reduced prices. It very interesting to look at Lenovo and Toshiba approach to All0in-1 and Ultrabook devices now. You can get a 14" notebook starting at $459 with i3-3xxx, where 3xxx is 3rd gen iCore, either W7 or W8 with a non-touch screen and 300-500Gb HDD. You can add a touch screen for $100 with W8. You can get the same devices for $599 with i5-3xxx and add touch screen for $100. You can upgrade to a 15" notebook, i7-4xxx (Haswell), 500-1000gb, W8 touch screen for $1199. If you replace HDD with SDD you'll add $200 for a 256Gb SSD over a 1000Gb HDD. It's going to take another couple of quarters for Haswell to penetrate the i3-i7 All-in-1 and Ultrabook scene. Knocok of the premature irresponsible analysis.
    Jul 15, 2013. 05:02 PM | 2 Likes Like |Link to Comment
  • Microsoft (MSFT) has built a smartwatch prototype, and plans to release versions featuring removable wristbands and a type of aluminum that's 80% transparent, AmongTech reports. The site adds Microsoft's watch will use a custom version of Windows 8, and (thanks to 4G connectivity) won't need to be paired with a smartphone. The Verge, which seems to have a good Redmond source or three (previous), confirms some of the details. The reports come a day after the FT reported Apple is ramping its iWatch hiring, but cautioned the device might not arrive until 2H14. The WSJ reported Microsoft is working on smartwatch designs back in April [View news story]
    The site adds Microsoft's watch will use a custom version of Windows 8?

    How about a baby version of Windows RT (Windows 8 on ARM)? Why would anyone want to wear their smart phone on their wrist? Anyone remember the IBM and TI electronic watches?
    Jul 15, 2013. 04:53 PM | Likes Like |Link to Comment
  • Should Nokia Strike Now? [View article]
    Nokia's still waiting on Microsoft's belated OS efforts. Nokia had to wait over a year for a real SMP, multitasking, OS which lead to no upgrades for WP7 devices. Now Nokia's waiting on quad core support, larger screens, notification center, MicroSD support plus many other fixes. Nokia has the hardware but MS is taking way too long on the OS. MS will probably end up acquiring Nokia if MS can't deliver the OS we've all been waiting for by Fall 2013. MS is taking way to long with Windows 8 and RT also.
    Jul 14, 2013. 10:46 PM | 7 Likes Like |Link to Comment
  • Memo To Microsoft: Walk Away From Nokia [View article]
    Agree that the partnership is getting long in the tooth but Microsoft failure to deliver WP7 as a true SMP OS instead of WM skinned with a revolutionary Metro UI wasted the whole first year. Now WP8 is an SMP OS but lacks quad core support, larger screen support, MicroSD support and a good notification center. MS should buy Nokia for $6-8 PS or walk away from mobile phones which would be a real disaster.
    Jul 14, 2013. 10:45 PM | 1 Like Like |Link to Comment
  • Microsoft Should Turn In Another Good Quarter On July 18th [View article]
    Good article. Thank god Microsoft isn't Apple. I agree Wndows 8 is a lot of fun and really intuitive if you open your mind to new paradigms. I really like my Lumia 900 with WP7.8, XBox 360 and W7/XP PC's. Microsoft's integretion with cloud services is really starting to pay off. However, Android and Apple are non-technical consumer favorites and that's not likely to change for another 2-3 years. Wintel isn't dead but another couple of tuff quarters could be had in Q2 and Q3 2013. If Intel and Microsoft perofrm as you predict I may have to double down on in the money 2015 calls.
    Jul 14, 2013. 09:47 PM | 3 Likes Like |Link to Comment
  • Putting Intel's And Advanced MicroDevices' Power Consumption Into Perspective [View article]
    Nice article but Intel's finally in the mobile PC hunt, yes smart phones and tablets are PCs, and that's not good news for AMD. Once we see Intel competitively Inside mobile devices the nitpicking of performance and power specs isn't going to matter. It's going to be Android vs Apple vs Windows ecosystems. Intel's now very smart to be agnostic about OS choices. Once people are educated to the price points of SSD (5-10x) vs HDD and non-touch vs touch ($100+) screens the commodity wars will begin. Toshiba now lets you build a W8 notebook with or without SDD and touch screen. The keyboard will be next. That pricing approach drives home the $400 tablet vs $750 Ultrabook difference. Intel's prediction of $300 mobile devices has to be really scary for Apple and Samsung.
    Jul 14, 2013. 09:47 PM | Likes Like |Link to Comment
  • Gold/GWP: Why Gold May Still Have Further To Fall [View article]
    Gold produces no income. Holding gold also requires no maintenance or tax costs. Everything is priced as function of supply and demand. Gold will eventually reach an equilibrium price of $900-1200, as you suggest, and that will establish cost of production goals for producers. ABX is currently under priced given their $500-600 cash cost per ounce or $900 all-costs-in. ABX's $5-10 billion Q2 2013 write downs will set them up for minimal forward taxes and non-cash costs thereby allowing for a $300-400 per ounce profitability on 7 million ounces annually.
    Jul 14, 2013. 09:47 PM | 1 Like Like |Link to Comment
  • Microsoft Reorg: Tragedy Or Farce? [View article]
    It's pretty amazing that Apple, consumer devices, and Google+Samsung, consumer devices, online search and shareware, continually get compared to Microsoft's enterprise ecosystem, application and operating software. Microsoft's reorganization is required by the fact that device makers like Dell and HP have dropped the ball repeatedly in the area of consumer gadgets. Only Lenovo, Nokia and Toshiba seem to understand. Microsoft has never really been strong in consumer devices in anything but niches like XBox but has always been strong in enterprise devices support by IT technicians. The proliferation of consumer devices used without IT support has left Dell, HP, Intel and Microsoft behind the curve. Microsoft now has to align itself and produce consumer devices with or without partners or just be satisfied with it's enterprise ecosystem but the ever demanding Wall Street growth will not allow anyone to just be satisfied not even IBM, Oracle or SAP. I am so glad my career in enterprise IT ended after 44 years in 2010. The best IT solutions eliminate users replacing them with automated systems and increased productivity. That's what made IT from 1960-2000 a challenging, enjoyable and rewarding place to work.
    Jul 14, 2013. 09:46 PM | 1 Like Like |Link to Comment