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techy46

techy46
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  • Apple: Another Problem With The Bears' Logic [View article]
    Moto G 4.5", quad Snapdragon, for $179 with 8GB and $199 with 16Gb with no carrier subsidies is going to put pressure on the whole smart phone world including Apple and Microkia. Just saying the prices and gross margins on mobile devices will crash in 2014-15 regardless of branding or features.
    Nov 14, 2013. 01:20 PM | Likes Like |Link to Comment
  • DELL, HP And Microsoft's Position In The Dying PC Industry And What They Are Worth [View article]
    The PC's died several times in the past 20 years only to come back as notebooks, laptops, tablets and smart phones. Intel and Microsoft are competing quite well in all form factors and it's Dell and HP that haven't gotten it yet. Acer, Asus, Lenovo, Samsung and Toshiba have the right ideas. Much like the automobile market, functionality, luxury and price will ultimately divide the brands and market shares.
    Nov 14, 2013. 10:09 AM | Likes Like |Link to Comment
  • What It Really Costs To Mine Gold: The Goldcorp Third Quarter Edition [View article]
    In a severely lower gold price market, at or below $1,000 per ounce, miners will cease exploration and the write downs wouldn't matter except to reduce book value. Gold production at $500 per ounce can still sustain gold sales at $1,000 ounce or less and be profitable. The bigger issue is a clean balance sheet with manageable debt levels.
    Nov 14, 2013. 10:02 AM | 2 Likes Like |Link to Comment
  • Gold- Barrick Gold Has Problems, Leader May Leave [View article]
    "As the U.S government develops methods for controlling inflation while increasing the money supply, the global economy is looking fundamentally sound. Furthermore, newer currencies like the Euro and the Chinese yuan are also proving increasingly reliable."

    The US government is doing their utmost to combat deflation and has been very successful in doing so with equities and precious metals but not so in employment and the USD. It will be interesting to see how western investors react as eastern investors gain the upper hand in manipulating the global markets.
    Nov 13, 2013. 10:25 PM | Likes Like |Link to Comment
  • Intel's Smartphone Efforts Accelerate, But Still Lag Qualcomm's [View article]
    @Author - Great article and sum of Intel's smart phone and tablet strategy. Intel's Bay Trail traction in tablets until 14nm tick-tock should give good indications of SoC design wins and market acceptance. In the meantime, the timing is the reason I'm heavily in INTC Jan 2015 and 2016 Calls at average cost of $3.50-$4.50 keeping the other $20 in FSC, GDV and GGN paying 5-10% distribution of gains on calls and equities. Also building smaller position in MSFT 2015 calls.
    Nov 13, 2013. 03:44 PM | Likes Like |Link to Comment
  • What Happened? Discussing Annaly's Third Quarter, The Bizarre Call And Its Future [View article]
    I'm glad I've been reducing my NLY position as they've reduced their MBS position. I'm down to 3% of portfolio having increased positions in BDCs (FSC) and closed end funds (GDV, GGN, etc.). Also have moderate position in ABX covered by shorted calls for Jan 2015 and 2016 reducing cost o $14.72 PS. mREITs will not present a good reentry point until FED finishes tapering QE3 and markets get a real sense of rate increase curve which will be end of 2014 or early 2015. If you want to gamble buy some JCP at $8 and sell the covered Jan 15 or 16 $10 calls for 30-35% immediate return or 50-60% if JCP recovers for FUD.
    Nov 10, 2013. 01:20 PM | 2 Likes Like |Link to Comment
  • Young Users Will Drive The Next Stage Of Mobile Devices [View article]
    Author - As a result, I remain convinced that Apple will continue to lose market share in its served markets and unless and until it innovates new devices that captivate audiences the way its imaginative iPod, iPhone and iPad have done so very well, the stock will remain under pressure.

    I agree but not necessarily for the same reasons. Microsoft (MS) is a 2nd or 3rd mover that tends to commoditize it's software across many suppliers after letting 1st movers prove concepts. MS started with DOS vs CPM and have most recently made Office 365 vs Google docs their latest volley. MS's cloud and mobile strategies are almost identical to their Word vs WordPerfect and IE vs Netscape strategies. The real battle lines are being drawn between Google and Microsoft with Apple being the overpriced 1st mover, The real eye opener occurs when you copy a complex Excel xlsx to Skydrive and then open it in IE using Office 365 apps and can shore it collaboratively with multiple authors. The results are a huge advantage if MS markets their cloud apps correctly.
    Nov 10, 2013. 11:20 AM | 1 Like Like |Link to Comment
  • mREITS: The Time Is Now To Buy... Not Sell [View article]
    Sold 85% NLY since Jan 2013 and will wait to see how low dividends go and rates rise into next 9-18 months before averaging back in. In the meantime bought ABX and sold Jan 2015 $20 calls for 16% return or 25% if get called out above $20 PS.
    Nov 8, 2013. 12:05 PM | 1 Like Like |Link to Comment
  • Intel: Mobile Is All Upside [View article]
    How can Intel transition from a company with $54B in annual revenues to $100B or more?

    It's all about added value and vertical integration. We've got Apple trying and succeeding at becoming their own chip designer. We've got Microsoft trying and starting to succeed at becoming their own device designer. You say Intel needs to become more like Samsung and buy Micron? Maybe Intel should become more like Samsung and buy Asus, Dell, Lenovo or whomever? If Apple can compete with Intel in chips and Samsung can do the same then why can't Intel compete with Apple, Microsoft and Samsung and the rest of the device vendors by building devices too. Intel's automated technology process expertise is unequalled. So why doesn't Intel design and build devices that are OS neutral and we can have PC's, notebooks, smart phones and tablets that will boot any OS? It's not really that difficult to design and engineer a device for humans to use.
    Nov 7, 2013. 12:47 PM | 1 Like Like |Link to Comment
  • Manage Your Own Federal Reserve [View article]
    Maybe setting your money free is the right analogy?
    Nov 6, 2013. 09:35 PM | Likes Like |Link to Comment
  • Intel: An Intelligent Bet For The Long Term [View article]
    The Asus T100 at $349, $399 64Gb, for Atom Bay Trail 4-core 32Gb Windows 8.1 Office 2013 2-in-1, notebook and tablet, is a pretty amazing device with performance comparable to Apple's iPad but functionality well beyond. Maybe that's why it's sold out and coming soon to Best Buy and Staples.
    Nov 6, 2013. 10:08 AM | 2 Likes Like |Link to Comment
  • Why It's Too Early To Buy Barrick Gold And Other Mining Stocks [View article]
    Nice article and accurate conclusion. ABX has done a good job of lowering their production costs to $916 per ounce and getting their debt down to around $10 billion. If gold prices hold at $1200-1300 then ABX can earn $2-3 billion a year to service debt and dividends. ABX will have to see if the price of gold can sustain removing the suspension in Pascua Lama project in 2014-2015. In the meantime using the 2015 and 2016 LEAPS provides a good way to raise your return by 9-18%.
    Nov 4, 2013. 07:40 PM | Likes Like |Link to Comment
  • Royal Gold Should Divest Its Pascua Lama Royalty [View article]
    ABX is doing all the right things to reduce debt and position to ride out a bottoming in gold prices if that occurs in next 6-18 months. ABX's PL decision to suspend investment is also correct if and until Chile announces final regulations on that projects future. They should complete water management solution and then request that Chile issue a binding final decision before more investments are made. RGLD should wait until they know more about gold prices and PL decisions.
    Nov 4, 2013. 02:34 PM | 2 Likes Like |Link to Comment
  • Barrick's Construction Halt Overshadows OK Results [View article]
    Buy at $18 write those Jan 16 $25 covered calls for $.2.42 and that's 15% for waiting 2 years to maybe make 50%.
    Nov 1, 2013. 01:39 PM | Likes Like |Link to Comment
  • Why Intel Is Embarrassing Itself With A Web-TV Venture [View article]
    It's worthy of Intel to try and crack the media monopoly that is held by content, cable and satellite providers. It's pretty amazing that we progressed from 4-8 free local and national channels filled with advertising to 148 paid subscription channels filled with advertising. Does anyone remember when cable TV and the WWW were ad free?

    If you want to rant and rave about something vicious then write an article about Google's searching everyone's content without paying access or copyright royalties while using the results to spam every internet user with paid for advertising and infecting over 50% of the globes smart devices with their Android social spam virus.

    Intel's a much more capitalistic enterprise then any of the consumers favorites like Apples, Google, Facebook or Twitter.

    Oct 29, 2013. 10:35 AM | Likes Like |Link to Comment
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