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techy46

techy46
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  • Intel Making Apple's ARM Chips Will Leave Samsung Behind [View article]
    Agree with Jason. Nice hypothesis. Why doesn't Apple just plan to move to Intel's Atom Silvermont (Valley View) at 22nm in H2 2013 followed by 14nm in 2014-15. Why would Intel want to give ARM chips the advantage that it's Atom chips will possesses by the end of 2013? W8 on Intel's Atom will make ultratabs like Lenovo's Yoga 11 and 13 very popular as 2013 unfolds.
    Jan 2, 2013. 03:24 PM | Likes Like |Link to Comment
  • Microsoft - Can The Sleeping Giant Write A Turnaround Story? [View article]
    Great recap of Microsoft. It's kicker is all about Windows 8 and momentum in mobile devices from Windows Phone 8. Enterprises are more calculating and slower in upgrades than consumers but once the story starts to spread look for consumers to see the coolness in Windows 8 too. There's a lot of really cool devices like the Dell XPS 10/12, HP Eliteab and Lenovo 11 and 13 coming to a store near you this spring. These will fall in price and make everybody reconsider their choices in 2013. Nokia's China strategy with 620-920 is getting better day by day.
    Jan 2, 2013. 10:28 AM | 3 Likes Like |Link to Comment
  • Apple: Don't Follow The Herd [View article]
    @Ashraf Correct. Time to buy Apple has been in the $500-510 PS recent range looking for a 20-30% gain after Q4 2012 earnings.
    Jan 2, 2013. 03:52 AM | Likes Like |Link to Comment
  • Apple: Don't Follow The Herd [View article]
    "Assuming Apple makes about $50 a share that valuation would be $600-700 right now for AAPL."

    That's the problem with all technology bubbles. They come down much faster then they go up. Assuming $50 EPS is assuming $12.50 EPS a quarter and of the competition in smart phones and tablets continues to head up that assumption could come under serious pressure in 2013. There's a whole lot of Android and Windows 8 products coming in 2013 at much lower prices and margins. Apple's a good earnings play buying at $500-520 and looking to peak back about $620 but I would get too greedy. Let's see how Apple, Google and Microsoft's product strategies unfold in 2013 and beyond.
    Jan 2, 2013. 03:51 AM | Likes Like |Link to Comment
  • Why You Should Reject The Microsoft Dead Money Argument [View article]
    Traditionally buying Microsoft in low to mid 20s and selling around 30 has been a very good strategy for the last decade. Nobody can argue that buying Apple and holding it for the last decade wasn't a better investment. However, diversification is a critical component of a good investing strategy and right now you shouldn't ignore Apple, Dell, HP, Intel, Microsoft and Nokia.
    Jan 2, 2013. 03:51 AM | 3 Likes Like |Link to Comment
  • Nokia Targets Nascent Chinese 3G Market With Lumia 920 [View article]
    Estimates of 350 million PC's shipping this year and I'd bet 80-90% ship with W8. I'd also bet that we can add 20-30% of the tablet shipments to that number as consumers and enterprises become comfortable and familiar with W8 advantages. That would mean W8 shipments around 400 million copies for 2013.
    Jan 2, 2013. 03:50 AM | 1 Like Like |Link to Comment
  • Nokia Targets Nascent Chinese 3G Market With Lumia 920 [View article]
    @Hans W8 is NOT optimized for tablets. In fact, W8 runs faster on desktops and notebooks then W7 ever has run. W8 is optimized to load and run faster on all hardware while providing a new Modern UI that works equally well with touch and non-touch screens. Enterprises will adopt W8 after they validate their application stacks on it and when it ships with replacements of existing devices.
    Jan 2, 2013. 03:50 AM | 2 Likes Like |Link to Comment
  • What If Research In Nokia Existed? [View article]
    RIMM isn't worth anything anymore. An enterprise can just combine Exchange Server with Windows Phones and get rid of RIMM. RIMM missed the Android and Windows Phones when they had the opportunity to change.
    Jan 2, 2013. 03:35 AM | 1 Like Like |Link to Comment
  • What If Research In Nokia Existed? [View article]
    It's simpler to just say we don't need RIMM.
    Jan 2, 2013. 03:35 AM | Likes Like |Link to Comment
  • What If Research In Nokia Existed? [View article]
    Nokia's done in the last 16 24 months exactly what Apple did in 1997-98.
    Jan 2, 2013. 03:35 AM | Likes Like |Link to Comment
  • What If Research In Nokia Existed? [View article]
    $5-6 PS if they sell 20m Lumia in 2013, $6-8 PS if they sell 30m.
    Jan 2, 2013. 03:35 AM | Likes Like |Link to Comment
  • Nokia's Much Needed Breakthrough Could Be Somewhere In China [View article]
    Agree, Nokia's Lumia sales number for Q4 2012 should come in at 3-4m units. If Lumia goes to 8-12m units in Q1 2013 then Nokia shows a small profit for Q1 2013 and could sell 30-36m Lumia units in 2013 for a $.26-40 EPS and rebound to $8-10 PS
    Jan 1, 2013. 01:30 AM | 5 Likes Like |Link to Comment
  • Android Is Dead, Part 5: Number Of Players [View article]
    Android's blowing Apple and iOS in the world outside of the US. Next, Microsoft's mobile OS's take 20-30% of global share from Android.
    Jan 1, 2013. 01:29 AM | 1 Like Like |Link to Comment
  • Android Is Dead, Part 5: Number Of Players [View article]
    Techys that work for enterprises have to provide an application architecture, not toy apps flashlights and games, real enterprise applications, that embraces desktop and mobile cloud clients at the best return on investment There's no competing enterprise ecosystem that can offer the enterprise solutions environment offered by Microsoft, not Apple, not Google, not IBM, not Oracle, not Red Hat.
    Jan 1, 2013. 01:29 AM | 1 Like Like |Link to Comment
  • Short Microsoft? No, Just Buy The Dips Of This Solid Dividend Stock [View article]
    Microsoft's doing most of the right things but it'll take another 3-6 months to see if the ship is headed into calmer seas. Windows 8 is the right OS but it'll take devices from Asus, Dell, HP. Lenovo, Samsumg and Toshiba to prove it. The Lenovo Yoag at 11 and 13" blows the iPads away. Same goes for WP8 with HTC, Nokia and Samsung. The Lumia 620, 820 and 920 in China could be a really big deal. Microsoft's Surface is a nice reference design but the other vendors have even better devices. Google's starting to offer devices and that's got to be a concern for Android (Samsung) vendors. Google's gdocs are cheap alternatives but MS has that pretty well covered with Office 365. Intel's Atom 3D at 22 and then 14 nm is going to be a huge game changer. If this, mobile PC's, becomes a commodity price war then Apple's exposed big time and Google's going to lose 30-40% share to Microsoft's hoard.
    Dec 30, 2012. 03:25 PM | 1 Like Like |Link to Comment
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