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techy46

techy46
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  • Wozniak Spreads Apple iCloud FUD [View article]
    "For clouds to be secure, they need physical security, data security, and a customer service system that won't give just anyone someone else's car keys."

    Forget the "cloud" and substitute the word "computing". The cloud is an acronym for distributed computing that's been around for over 5 decades. Sure, networks and blade servers have made in more economical and pervasive but the fundamentals haven't changed. The weakest point in any computing environment is the humans desire to be lazy. Poor client, read smart phones, tablets and PC, and password administration are the Achilles heel of all computing environments. Woe be the day that the clouds goes poof. You better have some real cash and manual means of survival available until they puff up the cloud again. Never trust anyone is what my mommy use to say.
    Aug 6, 2012. 01:35 PM | 1 Like Like |Link to Comment
  • Nokia: Don't Sell Yet [View article]
    RIMM's loss is Microsoft and Nokia's gain. Windows Phone 8 plus new Outlook.com and Office 365 provide better enterprise ecosystem and less pain than RIMM. W8 and WP8 OS convergence allow applications to run across all PC forms with same app integration and user interface. WP8 won't blow Android or iOS away but it will be a slow and steady growth towards at least parity with all mobile devices reaching very similar plateaus in terms of hardware and OS. It will then boil down to branding and ecosystem services plus target user play and work habits and which application realm is most appreciated by end user; enterprise integration, gaming or social networking
    Aug 6, 2012. 12:17 PM | 1 Like Like |Link to Comment
  • Another day, another example of the pain Samsung, Apple, and Chinese phone vendors are delivering to their rivals. HTC made new 52-week lows in Taipei after guiding for Q3 revenue to slip to $2.34B-$2.67B from Q2's $3.04B, in spite of the smartphone market's growth. Separately, Goldman is downgrading Nokia (NOK +5.3%) to Sell on competitive fears, though shares don't seem affected. (Q2 results).  [View news story]
    @DVL You're the one that gets emotional about a stock, Nokia, that you don't even own. I suspect many Nokia investors are contrarians or just don't like to follow herd and mob mentality. Many are also probably not technically challenged and don't rely on Apple's ads and marketing for their technology decisions. It is/was interesting that Goldman owned NOK but not an emotional moment. I'd say Apple fans are much more emotional about their off quoted technical challenges than MSFT or NOK investors.
    Aug 4, 2012. 04:53 PM | 4 Likes Like |Link to Comment
  • Microsoft, Google, Dell: All Undervalued For Outperformance [View article]
    Each Android device creates $8-10 per year in advertising revenue that is not discernible from other ad revenue in the financials.
    Aug 4, 2012. 04:53 PM | Likes Like |Link to Comment
  • Another day, another example of the pain Samsung, Apple, and Chinese phone vendors are delivering to their rivals. HTC made new 52-week lows in Taipei after guiding for Q3 revenue to slip to $2.34B-$2.67B from Q2's $3.04B, in spite of the smartphone market's growth. Separately, Goldman is downgrading Nokia (NOK +5.3%) to Sell on competitive fears, though shares don't seem affected. (Q2 results).  [View news story]
    Nokia has already been through a hurricane so what's a light headwind. It's going to be a three ecosystem mobile market with Android, iOS and Windows competing head-to-head once W8 and WP8 ships. Microsoft and Nokia need Samsung and other ODMs to validate Windows on smart phones and tablets after which is will be about brands, feature differentiation and quality hardware innovation. Androids winning low-med range phones, Apple's won US anti-MS crowd and Windows owns enterprise with anti-Apple and Google crowd waiting for alternatives in October, 2012. Can't wait to see iPhone 5 and Nokia and Samsung WP8 collide for holidays. 2013 will bring the real mobile wars to all consumers.
    Aug 3, 2012. 03:21 PM | 9 Likes Like |Link to Comment
  • Another day, another example of the pain Samsung, Apple, and Chinese phone vendors are delivering to their rivals. HTC made new 52-week lows in Taipei after guiding for Q3 revenue to slip to $2.34B-$2.67B from Q2's $3.04B, in spite of the smartphone market's growth. Separately, Goldman is downgrading Nokia (NOK +5.3%) to Sell on competitive fears, though shares don't seem affected. (Q2 results).  [View news story]
    Typical Goldman Sucks advice. Where have they been?
    Aug 3, 2012. 03:21 PM | 1 Like Like |Link to Comment
  • Another day, another example of the pain Samsung, Apple, and Chinese phone vendors are delivering to their rivals. HTC made new 52-week lows in Taipei after guiding for Q3 revenue to slip to $2.34B-$2.67B from Q2's $3.04B, in spite of the smartphone market's growth. Separately, Goldman is downgrading Nokia (NOK +5.3%) to Sell on competitive fears, though shares don't seem affected. (Q2 results).  [View news story]
    Goldman brought us the banking and real estate fiasco. Goldman is behind the PIIGS debt CDS fiasco. Goldman should downgrade Goldman to sell.
    Aug 3, 2012. 02:32 PM | 6 Likes Like |Link to Comment
  • 68% Of All Smartphones Shipped Were Android, China's The Biggest Market [View article]
    Asian markets are where it's going to be for the next decade. Luckily the Asian consumers are more pro than con when it comes to evaluating technology and won't follow their EU and US counterparts. It will be really interesting to follow consumer and enterprise technology as the next 3, 5 and 7 years trends evolve. Wonder if mobile device and PC pricing declines will outpace volume increases or Asian ODMs will just replace all others?
    Aug 3, 2012. 02:31 PM | Likes Like |Link to Comment
  • Nokia Enters The Car Industry [View article]
    @DVL I think Nokia has an entire division that supplies Nokia Drive and Maps to third parties like Ford and Microsoft so they won't be too thin.
    Aug 2, 2012. 07:49 AM | 2 Likes Like |Link to Comment
  • Microsoft's Outlook Is Ahead Of The Game [View article]
    Agree 1000%. Google's an advertsing and privacy invasion virus.
    Aug 1, 2012. 12:50 PM | 3 Likes Like |Link to Comment
  • Microsoft's Outlook Is Ahead Of The Game [View article]
    Who's the me too company? I believe Google is the socialist enterprise that offers "innovation" copied from Apple, Yahoo and Microsoft while spreading their advertising virus shareware around the globe. Google's using shareware unix clones like Android to innovate?
    Aug 1, 2012. 12:48 PM | 1 Like Like |Link to Comment
  • 3 Major Insider Buys Filed On July 30 [View article]
    FED will probably hold for more employment dots and will be careful of seeming to be politically motivated. EU will keep kicking can down the road.
    Aug 1, 2012. 12:00 PM | Likes Like |Link to Comment
  • 3 Major Insider Buys Filed On July 30 [View article]
    Click on his name and it will reveal his holdings in terms of NYSE purchased shares and options both exercisable and non-exercisable. If Elop did exercise all options in the future his cost average would be about $4.26 which is why he's buying on the open market at lower prevailing prices. Obviously as his turnaround plan shows results he will be granted more options each quarter.

    http://bit.ly/QeyOss
    Aug 1, 2012. 12:00 PM | Likes Like |Link to Comment
  • Nokia's Muddling In Mediocrity [View article]
    @mada

    Hmmm, if someone has been dollar cost averaging Nokia based on percentage moves beginning a year ago last March it would be quite plausible to have a cost basis of $3.50-4.50 and $.80 dividends. I figure Stephen Elop has a cost basis of $4.26 on 2,226,000 shares; $9.487 million. He also added 425,000 shares between 7/15 and 7/27 at about $2.11-2.15 PS. You may be astute, lucky, or persistent enough to have profits on the last 10-20% of the shares you purchased depending on your dollar cost averaging formula and frequency. Someone could also have employed the use of options as Nokia reached a bottom in the last 10 days to further leverage their position.



    http://bit.ly/QeyOss
    Jul 31, 2012. 10:38 PM | Likes Like |Link to Comment
  • The Apple iPhone 5: Put Up Or Shut Up [View article]
    9-1 would be really good putting Apple's number of shares on par with Microsoft so comparisons would be very easy.
    Jul 31, 2012. 10:29 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
6,439 Comments
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