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  • It's Not Just Apple Having Clone Problems [View article]
    Great article but Nokia's got a really tuff nut to crack with just polycarb case and rounded corners. That's kind of like BMW and Mercedes suing everybody copying rounded corners and slanted front end.

    Nokia should be flattered by the plagiarism and I wonder what the Lumia 1000 "Catwalk" will look like? Users will love their HTC and Lenovo phones with Nokia City Lens, Drive and Maps
    Mar 9, 2013. 01:30 PM | 5 Likes Like |Link to Comment
  • Nokia A Buy On Sum Of Parts Valuation [View article]
    Nokia's a $5-6 PS stock but 2013 is going to be really challenging as the competition gets fierce with Intel's entry into mobile processors. Apple's recent stock performance is all one needs to realize that the mobile PC game is far from over. There are some players like Huawei and Lenovo that have great desires and intentions in the Asian markets with the help of Intel. Windows 8 needs a lift from Intel's Haswell chips due in June 2013 to offer more economical Ultrabook and tablet devices. Lenovo's discounting their Z400 Touch from $1000 to $700. Next Nokia needs to bring out Lumia Catwalk (Lumia 1000) to increase the buzz and match what Lenovo's going to offer in an Intel WP8 device. The sum if the parts does not always equal to whole.
    Mar 8, 2013. 05:05 PM | 1 Like Like |Link to Comment
  • Apple: Sell Targets Of Big Money Fund Managers As Seen By Market Making Trade Facilitators [View article]
    Great time to buy Apple and wait for the new Apple mini options to go into effect on 3/18/2013 allowing for Apple calls and puts on 10 share lots. If you buy at $422 and sell a Jan 2014 $500 call at $20 you have downside protection to $400 and increase yield to 5-6% while waiting to see if you get called out at $500 for additional upside appreciation of 25%. That;s not a bad way to play a really well funded big cap tech.
    Mar 7, 2013. 05:04 PM | Likes Like |Link to Comment
  • Apple: Time For Shock And Awe [View article]
    Apple's current PS is not a result any wrong doing by Tim Cook. It's a simple result of short term profit taking by those with huge paper profits and rotation into other short to medium term opportunities. Apple really needs to respond with more buybacks, dividends and even a share split. It's really going to be interesting to see how the market responds to the Apple mini options (10 shares) that start trading on 3/18/2013. That will allow Apple longs and shorts to trade options like the Apple 500 Jan 2014 and 2015 at $20 and $40 per share on 10 shares making for a lot of covered call and short term speculation with much less capital.
    Mar 7, 2013. 05:02 PM | Likes Like |Link to Comment
  • Microsoft Seems On The Verge Of Something Ugly [View article]
    "However, Microsoft said that license sales for Windows 8 have been comparable to those for Windows 7 at the same point in time. "

    There's a lot of noise about Windows 8 sales and it is concerning. However, there's two challenges concerning any Windows 8 statistics. First, using web browser statistics is not a very accurate judge of Windows 8 adoption. Second, Windows 8 really costs $1000-1500 to use since it's the first Windows version in quite awhile that really requires new hardware, touch screen, to fully appreciate the functionality improvements. I am looking to buy a 2nd device, not upgrade my Toshiba W7 notebook, and after reviewing many devices I'm stuck between the Lenovo Yoga 13 ($1000) and the Z400 Touch ($800). That decision is difficult with Haswell coming out in June. I think many existing Windows users are in the same boat not really wanting a small mobile tablet but not wanting to spend over $1000 for a new device that's premature given Intel's pending upgrades.

    I agree Microsoft could dip before Windows 8 really shows what is possible much like Windows Phone 7 did before Nokia released the Lumia 920. A more perfect alignment of the Microsoft planets will be when we see Intel's Haswell in June and Nokia's new high end Catwalk too.
    Mar 7, 2013. 05:01 PM | Likes Like |Link to Comment
  • A Growing Chinese Middle Class: 3 Stocks To Buy, 1 To Avoid [View article]
    I'm long on Apple, Lenovo, Microsoft and Nokia because I think Android (Samsung), Apple and Microsoft will all do very well in China. Obviously Samsung's doing very well but I look for the Chinese to step in and take aim at Google's search which will ultimately hurt Google's ad click revenue model and push Samsung towards Windows or other OS'es.
    Mar 7, 2013. 12:31 AM | Likes Like |Link to Comment
  • Who Can Retire By Age 65? [View article]
    Most retirement advice says plan on taking no more then 4% from your savings, savings first then IRA when minimum distribution is required at 70.5 age. Anybody 55 or older should plan on SSA being in place as is for the most part but those that are younger will have to stay tuned to the adjustments made to eligibility age and FICA rates. If you get $40k from SS benefits and need $10k more then at 4% you'd only need $250,000 saved. You really need to plan on the hit your retirement income will take from Medicare payments of $115 monthly per person and about $145 a month for a Medigap Plan F policy. That's $260 a month or $520 for a couple and the Plan F goes until each year until you're gone. However, double or triple that if you have to retire in a period like the last 4-5 years when there's no interest on savings and equities that pay 4-5% can go down 20-40% in a matter of months. I retired in 2010 after waiting 2 years longer than I expected for obvious reasons.
    Mar 7, 2013. 12:20 AM | 1 Like Like |Link to Comment
  • Google Is Bargain Priced [View article]
    Agree, Google's one click way from a bursting bubble.
    Mar 6, 2013. 05:31 PM | 2 Likes Like |Link to Comment
  • Apple's Secret Weapon Will Yield All-Time Highs [View article]
    iWatch might put some of the cool back in Apple that it lost with the iYawn 5 but it really needs something in the iEnterprise or iGame arena to get back it's mojo. Seriously, Apple will be just fine after all of the hedge and WS crowd gets off their soap boxes as far as the PC's Dead and ARM's the Future pump and dump goes. How about Google's cap at $116 billion vs Intel's $106 billion. Apple users should turn off Google and turn on Bing if they really want to take their revenge.
    Mar 6, 2013. 05:29 PM | Likes Like |Link to Comment
  • ARM Proven Wrong, Intel Vindicated [View article]
    Great article. "Intel should just "take an ARM license" and "build ARM chips". Intel many years, about 16, ago Intel had a ARMH license.

    "The StrongARM is a family of computer processors developed by DEC and manufactured in the late 1990s which implemented the ARM v4 instruction set. It was later sold to Intel in 1997, who continued to manufacture it before replacing it with the XScale in the early 2000s.DEC agreed to sell StrongARM to Intel as part of a lawsuit settlement in 1997. Intel used the StrongARM to replace their ailing line of RISC processors, the i860 and i960."

    Intel sold off their ARMH assets i n 2006.

    "Intel is to flog off its XScale processor operation, the chip giant said today. The move paves the way for it to push low-power x86 CPUs at mobile phone and PDA makers. The buyer is comms chip company Marvell Technology Group, which is paying $600m cash for the product line and taking on "certain liabilities".
    Mar 5, 2013. 11:07 AM | 1 Like Like |Link to Comment
  • Apple Does Not Have $137 Billion In Cash [View article]
    Jarrod, the author, is wrong to argue the long term assets are not cash assets. Apple also has $21 billion in accounts receivables which is where much of their operating cash flow comes from for daily operations. Apple's short and long term marketable securities can both be converted to cash if needed but why cash in a 3 or 5 year T-bill or sell Intel or Microsoft stock when you've got a ladder of 1, 3, 6 and 9 month bills constantly maturing and rolling over. The fact is Apple has way to much cash for operating purposes and should increase shareholder value by investing 30-50% of their cash in either their own or others equities or return it to stockholders who could do likewise.
    Mar 5, 2013. 05:32 AM | 3 Likes Like |Link to Comment
  • Why Microsoft Will Dominate The Smartphone Space: Its Android OS Cash Cow [View article]
    Google doesn't charge anything for Android and it's not Android that necessarily violates Microsoft's IP, it's the devices and how they use Android in calendaring, emails, messaging and other apps.
    Mar 2, 2013. 02:49 AM | 4 Likes Like |Link to Comment
  • Why Microsoft Will Dominate The Smartphone Space: Its Android OS Cash Cow [View article]
    It has been reported that Google's makes between %5-10 per year in ad click revenue for each Android device that's used to search the web. That's why Google's giving away their advertising virus (Android).
    Mar 2, 2013. 02:49 AM | 3 Likes Like |Link to Comment
  • The Investment Case For Phablets: A New Gadget That Will Capture Your Attention [View article]
    Agree. Microsoft and Nokia need to bring out 5-7" Lumia and Surface models. However, Microsoft or it's partners also need to bring out 12-13" tablets with detachable keyboards as the 10" tablet concept is not ideal for all users especially those want to create content rather then just view it.
    Feb 28, 2013. 02:39 PM | Likes Like |Link to Comment
  • Siemens May Sell Its Stake In Nokia Siemens Networks For Way Too Little [View article]
    If NSN is doing as well as advertised and Nokia has close ties to China's LTE build out then just maybe NSN will become a 80/20 deal between Nokia and Siemens. Or a third party may appear to take 20/20% from Nokia and Siemens. NSN is an important component of Nokia but it's still all about Asha and Lumia in Asia and emerging markets.
    Feb 28, 2013. 05:01 AM | Likes Like |Link to Comment