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  • Why Nokia And RIM Could Tumble 30% Or More [View article]
    Oh well, trolling must be fun if that's all you have to do. IBM, Microsoft, Oracle and SAP mean a whole lot more to enterprises and real IT than all the gadgets produced for socialistic consumers which has nothing to do with the technical landscape which you so eloquently profess to be concerned. I believe Microsoft's up 20% in the last 6 months or over 100% if you're experienced enough to use options.
    Jan 23 02:45 PM | 1 Like Like |Link to Comment
  • Why Nokia And RIM Could Tumble 30% Or More [View article]
    Well, not be a greedy investor but a little more conservative I like the fact that selling the calls for 65 cents plus expecting to get 22 cents will yield 87 cents or 15.5% if the stock goes nowhere for the next year. If it goes to 7.50 then the total 2.87 would be 51% which is just fine. I can always buy more if the story starts to look better while selling high calls further out.
    Jan 22 04:15 PM | Likes Like |Link to Comment
  • Will Nokia Continue To Yield 10% In Dividends? [View article]
    Nokia's already signed to use STM Thor multi-core ARM plus their relationship with Intel points towards Atom Z2460 Medfield later in 2012-13. WP7 doesn't need ncore to really perform.
    Jan 22 12:43 PM | Likes Like |Link to Comment
  • Intel's Revenue Is Falling [View article]
    Everything not having really high yields, 5-10%, could be approaching a high now, not just Intel, as you indicated with shorting the SPY. This week or could very well put a high in place with Apple's earnings, Fed's blah, blah, Obama's rah, rah and maybe a Greek short term solution. After earnings highs we'll see EU and US deficit reality take hold and I'd definitely sell before May and stay away until Sept-Nov.
    Jan 22 12:27 PM | 1 Like Like |Link to Comment
  • Why Nokia And RIM Could Tumble 30% Or More [View article]
    Fall 30% more? RIMM maybe but Nokia, no way. Nokia's advantage id the $1 billion a year Microsoft subsidy and the elimination of software R&D expenses over the next 2-3 years. Nokia's partnership with Microsoft has unbelievable advantages and Windows 8's 2012 release will provide Nokia a fantastic tablet entry point. Tablets will become a home phone device in addition to a browser and reader all connected to an XBox with Kinect accessories. Nokia will rise 30% in 2012 to $7.28 share. Buy Nokai at 5.61, sell Jan 13 7.50 calls for 65 cents.
    Jan 22 11:58 AM | 3 Likes Like |Link to Comment
  • 8 Reasons To Avoid Google Even After Recent Sell-Off [View article]
    Google's monopoly on advertising click revenue is going to be broke by Bing, Facebook and others in the next 2-3 years. Microsoft's billion a year subsidy to Bing is much like Google giving away Android. Social networking will eliminate some of Google's value as a portal to the internet advertising world.
    Jan 22 11:51 AM | 1 Like Like |Link to Comment
  • Statoil: The Best Integrated Oil Company Is Also A Good Contrarian European Bet [View article]
    Obama, obama, obama. What a bunch of greedy Republican crap. The pipeline will be built when all the environ issues are fully covered. All the greedy oil companies will do with cheaper crude supplies is rack or more profits without any savings to consumers. Quit blaming the high price of gas on Obama when it's cheaper here than anywhere else on the planet due to low taxes. We waste way too much cheap gas on soccer moms and suburban living than any other country.
    Jan 21 08:15 PM | 2 Likes Like |Link to Comment
  • Microsoft: Missing the Bigger Picture [View article]
    Microsoft spent the last decade, 2001-2010, building a moat around the world's number one enterprise software ecosystem for small-large enterprises at the cost of miserable consumer product launches. Microsoft has now refocused on the mobile consumer market, beginning with XBox 2001 and WP7 in 2011, and culminating with Windows 8 in 2012. The free cash flow from the enterprise ecosystem will fuel becoming one of the top three consumer ecosystems.
    Jan 21 12:15 AM | 4 Likes Like |Link to Comment
  • Using Brand Values To Pick Stocks [View article]
    Figures don't lie but liars do figure. I don't think Interbrand's brand value is very scientific. Nokia has about $7-10 billion in cash value or $2-3 per share. subtarct their cash from their enterprsie value and the brand/enterprise value is 162% which is not correct.
    Jan 20 06:35 PM | Likes Like |Link to Comment
  • Will Nokia Continue To Yield 10% In Dividends? [View article]
    Best guess is they sold 1 million Nokia Lumia 800s in last two months of 2011. I'm betting they'll cut dividend by 60% to 21 cents a share. However, there are estimates that they could sell 12-24 million Windows Phones in 2012 and keep increasing that share through 2015.
    Jan 20 06:02 PM | Likes Like |Link to Comment
  • Nokia: A 10.5% Yield But Plenty Of Room To Fall [View article]
    Remember when Apple was $7 per share? Oh, well, Nokia's book value is $5.50. You can buy it now for $5.61 a share and sell Jan 13 $7.50 calls for 65 cents. That lowers cost to $4.96 a share and let's say they cut dividends by 60% to 21 cents a share. If you sell it at 6.60 a share, the analyst's mean, you gain 33%. If you get called at 7.50 a share you gain 51%. If you just keep it and it goes nowhere you've gotten 65+21 = 87 cents a share or 15.5%. If it goes to 4.96 or less you'll break even or lose. If Microsoft weren't their partner with unlimited deep pockets I would be more concerned but waiting on buying a Nokia Lumia 900 from AT&T I'm extremely long on Nokia. Probably too long.
    Jan 20 05:58 PM | 2 Likes Like |Link to Comment
  • Microsoft's Recent Softness [View article]
    Microsoft's Windows 8 will be a game changer. It will allow them to enter the tablet market and further enhance their smart phone products by providing the same user interface across all PCs.
    Jan 20 11:07 AM | Likes Like |Link to Comment
  • Nokia: The Creeping Dark Horse Of The Smartphone Market [View article]
    Nokia's Lumia 900 is a pretty sexy revolutionary product for a Creeping Dark Horse. Windows 8 is coming from the same stable and it'll be fun to watch these two old war horse eat all those apples.
    Jan 19 10:19 PM | 1 Like Like |Link to Comment
  • Microsoft Beats Expectations On Strength Of Xbox And Kinect Sales [View article]
    Microsoft relies on enterprise customer for over 60% of their revenue providing the server tools for developing and maintaining enterprise applications. Apple has no such products or tools. Microsoft's Windows 8 will disrupt the mobile world and I'll be shorting your Apple stock by this time next year or sooner.
    Jan 19 10:15 PM | 2 Likes Like |Link to Comment
  • After Hours: Going Short Microsoft, Google And Intuitive Surgical [View article]
    I wouldn't get too short on Microsoft. Everyone was expecting a miss due to slowness in PC growth but they made it up on business demand. Everyone is waiting on Windows 8 upgarde cycle to include tablets and that alone will start to slow Windows 7 sales. Now how did Nokia do in the last 2 months of last quarter with Windows Phone sales? If they sold close to 1 million and early expectations are a very good release of the Lumia 900 on AT&T on March 18 then Microsoft will have twop catalysts to break out above 29 to the mid 30s in 2012. Google sucks.
    Jan 19 06:34 PM | 1 Like Like |Link to Comment