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  • Why History Should Worry Apple [View article]
    Be Fearful When Others Are Greedy and Greedy When Others Are Fearful
    Feb 23 10:26 AM | 2 Likes Like |Link to Comment
  • Why History Should Worry Apple [View article]
    "You do not have to preface your comment by stating that you are in IT. That is irrelevant "

    You do not have to preface your comment with the fact that IT is irrelevant. That was totally irrelevant. Knowledge of Information Technology is as relevant to technology investing as knowledge of any other discipline may be and probably more than many. Apple focuses on consumers only, Microsoft focuses on both enterprises and consumers. Apple products can work as client devices in enterprises but many enterprises prefer to only support one ecosystem and not give their employees the choice of devices to use as it adds extra expense to development, maintenance, support and training. That's senior management's responsibility and it is relevant.
    Feb 22 07:27 PM | 1 Like Like |Link to Comment
  • Why History Should Worry Apple [View article]
    Remember those graphs about home prices and you couldn't lose if you bought this beautiful 2000 sf suburban stucco tile roof home in Las Vegas for $325,000. Yes, that all started after the dot com bubble burst and people looked for something to invest in safely and there were all these graphs and statistics that pointed to real estate. Well mobile gadgets, smart phones and tablets, can become overbought and over produced much faster then stucco tiled roof homes. Let's see how aggressive Nokia is with their Lumia 610, released next Monday at MWC 2012, and Lumia 900, best phone at CES 2012 in Las Vegas, releases on AT&T on March 18. There's a mobile gadget and social media bubble building with Apple and Google both benefiting hugely. Mobile phones and tablet components are not nuclear engineering and the product moats are very narrow, Watch out in 2013.
    Feb 22 07:11 PM | Likes Like |Link to Comment
  • Why History Should Worry Apple [View article]
    We already have a killer release from Nokia called the Lumia 900 and it starts shipped in 3 weeks. Can't wait for the Windows 8 phones and tablets this fall with ncores, NFC and open hardware from both ARM and X86 OEM's.
    Feb 22 06:56 PM | 1 Like Like |Link to Comment
  • Why History Should Worry Apple [View article]
    Apple is priced for large margins from marginal hardware and software innovation. The best selling mobile software is being given away free by Google, The best selling mobile hardware is proprietary and being overcharged for by Apple. Apple is being priced as if that model will continue to grow moderately. Well, the next 12-18 months are going to demonstrate why mobile gadgets prices are going to fall by 50-60% taking margins along with them and Windows 8 will become a significant third mobile ecosystem. We'll see mPhones and mPads from every hardware OEM in the world and it'll be hard for Apple to grow revenue and profits with prices and margins falling like rocks.
    Feb 22 06:53 PM | 2 Likes Like |Link to Comment
  • Nokia And Microsoft: Together Ready To Take On Apple [View article]
    Investors can answer this question in one word - Apple. No the one word is Android which is leading Apple almost everywhere except the US. Nokia is starting to make waves with Windows Phone 7 and will really make waves this Fall with Windows 8 for phones and tablets. It will then be joined by Dell, HP, HTC, Lenovo, Samsung and Toshiba to promote Windows 8 over Android and iOS. Gee, let the mobile wars begin. The prices and margins for all iGadgets are going to be cut by 60-70% within the next two years.
    Feb 22 06:39 PM | Likes Like |Link to Comment
  • Waiting For The Cloud To Fall On Oracle [View article]
    "Many analysts here at Seeking Alpha really like Oracle. In the near term they may be right. As a trade, Oracle is trailing its past performance, and that of its peers like Microsoft and EMC."

    Well, I'm definitely not a fan of Oracle's DBMS and ERP products but to say EMC is one of their peers doesn't make sense. Microsoft, IBM, SAP are their peers. To say that IBM, Microsft, Oracle and SAP do not have cloud strateges is nuts. They invented the cloud before Apple could make a call or Google could search. The cloud(s) are mostly hype and can be build using any software but only enterprsie clouds really run applications. Social clouds, fCloud, gCloud, iCloud, spam and troll the internet for advertising and marketing revenue. Microsoft's Windows 8 will give Dell and HP new life but Oracle had better pull off Fusion or it's ERP future is toast. There will always be room for the big RDBMS (DB2, Oracle and SQL Server) and mySQL won't be replacing them very soon. Wonder when Apple's a candidate for shorting?
    Feb 22 06:26 PM | 1 Like Like |Link to Comment
  • Microsoft And Apple Vs. Google: The Enemy Of My Enemy Is My Friend [View article]
    The condescending attitude is towards the continued bashing and criticism of Microsoft's lack of success in the mobile gadget markets and is well justified. You can be long Apple, Google, Hasbro or Mattel but analysts should quit comparing gadget and search companies with enterprise software companies to inflate their stature in technology investing. Apple borrowed Linux and Unix and Google bought Android. Google gives away software and steals personal information to enhance advertising and marketing revenue. Apple and Google are the No 1 and 2 battlegounds in the tech wars because consumers and investors made them into battlegrounds. That topic is totally germain to investing and trading of stocks like ARM, IBM, Intel, Microsoft, Nokia, QCOM and SAP.

    PS Windows 8 tablets are going to be know as mPads.
    Feb 22 10:20 AM | Likes Like |Link to Comment
  • Microsoft And Apple Vs. Google: The Enemy Of My Enemy Is My Friend [View article]
    LOL Yea right, Microsoft's, IBM, Oracle and SAP, really scared of all those Apple and Google apps and servers that are threatening to take over their enterprise ecosystems. Apple and Google are really good at entertaining the consumer monkeys with free bananas but Microsoft actually has engineered a pretty impressive enterprise ecosystem for SML enterprises. Yes, they did lose focus of making a touch UI for the monkeys but Apple's shown them the light as they did with the borrowed PARC GUI. Let's see how Windows 8 does before you consumers celebrate the fact that Microsoft wouldn't cater to your biological and cerebral shortcomings.
    Feb 21 09:35 PM | 1 Like Like |Link to Comment
  • 5 Strong Tech Stocks For 2012 [View article]
    The quibbling about $5.50 or $6 is nonsense. It's been below $5 last summer and was recently at $5.05 intraday and you'll get $.26 USD in May 2012 and can sell January 14 $10 calls for $.52 will gives you a total of $.52 or about 10% a year or protects you to $4 share downside. Microsoft's paying Nokia $1 billion plus a year to use Windows Phone OS and Windows 8 comes out this fall. The Lumia 900 was best phone of CES 2012 Las Vegas and starts shipping from AT&T March 18 with data rates 10 times faster then iPhone 4S. I am very, very long NOK, probably too long.
    Feb 20 09:36 PM | Likes Like |Link to Comment
  • 5 Strong Tech Stocks For 2012 [View article]
    Nokia's dividend was cut to .20 Euro which is $.26 USD which was 5.1% prior to Friday's (2/17) $.28 5% increase. The yield is now 4.7%. The stock could be $7.50 by January 2013 and $10 by January 2014.
    Feb 19 07:00 PM | 2 Likes Like |Link to Comment
  • Microsoft: Ready To Take On Apple And Wall Street Critics [View article]
    LOL, I wonder if Apple will be suing PAC for making an iPAD?

    The device runs on Android 2.3, an operating system made by Google and given away for free. At around $200, it's less than half the price of Apple or Samsung devices and cheaper than other low-end Chinese tablets on the market, with the bonus of a local, one-year guarantee. The PAC in the name stands for the Pakistan Aeronautical Complex, where it is made. The PAC also makes an e-reader and small laptop.
    Feb 19 12:11 PM | Likes Like |Link to Comment
  • Microsoft: Ready To Take On Apple And Wall Street Critics [View article]
    Correct, Apple's a consumer toy company with little or no enterprise application ecosystem while Microsoft is an enterprise software company with an expanding consumer toy ecosystem. Apple's products can be used as clients for Microsoft and others (IBM, Oracle, SAP, etc.) enterprise applications but Apple has no products from which enterprise applications can be developed.
    Feb 18 03:08 PM | Likes Like |Link to Comment
  • Microsoft: Ready To Take On Apple And Wall Street Critics [View article]
    There's lots of serious Windows users that are complaining directly to Microsoft's Building Windows 8 blog that the Metro UI is not well suited for highly productive Office users. That's why Windows 8 includes the Aero desktop to launch Office apps on non-touch PCs. Windows 8 is evolutionary and the Metro UI is revolutionary to users of Windows Aero apps. It's be very interesting to see consumer reaction, mostly very favorable for Windows Phone 7, to the Windows 8 tablets. The Metro UI is very refreshing on mobile devices without keyboards and just may force Apple and Google to update their iconic interfaces. The real key to Windows 8 is the integration of cloud and touch with keyboard and mouse driven devices. One OS with both Aero and Metro apps depending on hardware configuration is going to be real interesting.
    Feb 18 03:04 PM | Likes Like |Link to Comment
  • Microsoft: Ready To Take On Apple And Wall Street Critics [View article]
    Dead money my ass. If you buy something for $23.73 on in June 2011 and it now selling for $31.25 that looks like 8/24 or 33% profit for 6 months to me. Now if you'd bought the Jan 25 calls for $.92 and they went to they went to $4.25 before expiration that's 362% for 6 months investing. It's been pretty easy to double or triple your investment on GE, Intel and Microsoft calls in the last 4-6 months with a lot less downside risk than most investments.
    Feb 18 02:53 PM | 4 Likes Like |Link to Comment