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  • J.C. Penney: Sometimes The Market Gives You A Gift To Buy [View article]
    There's a difference between cheap and economical and it's determine by the price vs. price ratio. Macy's is expensive in the identical items that they sell vs. JCP.
    Apr 15 03:42 PM | 2 Likes Like |Link to Comment
  • Is Windows An Ecosystem In Decline? [View article]
    Android. Linux and other Unix derivatives are great for economical consumer devices or huge dedicated cloud content servers farms but no so great for enterprise ecosystems.

    However, isn't it amusing that Open Software has a bleeding heart to which other closed ecosystems are immune. I know all the collaborative arguments but open source allows everyone to find coding bugs and holes to exploit while closed source reduces that risk. Windows ecosystem is very alive and well.
    Apr 14 08:35 PM | 2 Likes Like |Link to Comment
  • McAfee Releases Free Tool to Check for Heartbleed Affected Websites [View article]
    Isn't it amusing that only Open Source software has a bleeding heart problem?
    Apr 14 02:04 PM | Likes Like |Link to Comment
  • Is Windows An Ecosystem In Decline? [View article]
    Author - Microsoft's (MSFT) latest update to Windows 8.1 represents a wholesale retreat from the tile-based Modern UI, returning Windows to its desktop roots.

    That's a blatantly wrong statement that demonstrates an anti-Windows bias which the rest of the article goes on to support. First, one billion Windows users where very accustomed to the Desktop and Start Menu and expressed their dislike over Windows 8's 180 degree shift to a touch based metaphor. However, anyone that's used a W8 touch enable PC or WP smart phone can attest to the fact that the Modern UI is really a pleasure for touch based devices with Active Tiles going beyond both Android and iOS in ease of use and information feedback.

    Windows 8.1 makes huge steps in delivering one OS that adopts to both mouse and keyboard use as well as touch screens. In fact, it solves almost all of the classic user complaints while preserving the Modern UI progress for touch screens.

    Windows Phone 8.1 goes even further and is now receiving glowing reviews even by the traditionally prejudice Android and Apple analysts.

    Read here
    Apr 14 02:02 PM | 12 Likes Like |Link to Comment
  • Why Intel Is Heading To $30 [View article]
    Intel's earnings are NOT what's important tomorrow. What's important is what Intel and the results say about the rest of 2014 and 2015. Intel's move to break out mobile into a separate reporting category is VERY important. I doubt Intel would make that move if the numbers were going to be a disaster. Intel's doing all the right things taking their time to be ready in 2015 with 14nm chips and integrated LTE and that's what matters tomorrow. If they indicate that they are making good progress and still generating lots of free cash flow then increase position for the long haul.
    Apr 14 01:46 PM | 2 Likes Like |Link to Comment
  • The Coming Week: The Start Of A New Bear Market? Evidence And Real Danger Signals [View article]
    A lot of people have 15-30% profit for the last 12 months and the markets failure to build after the correction in January plus tax filings are done plus it's almost Sell in May and Go Play. Why hang around and wait for another sell off to proceed after earnings are in? Many will be selling into earnings and rotating into new long term strategies like ABX, GLD, Cash, FSC, INTC, MSFT and NLY that are not as exposed as momentum and high PE plays. We really need a 10% plus correction to reset for next fall and 2015.
    Apr 13 10:41 PM | 1 Like Like |Link to Comment
  • J.C. Penney: What To Do After Yesterday's Plunge [View article]
    MF loves to grab a headline and create clicks. Something like "Intel loses Samsung" or "Windows 8 is a Flop" is typical. Malls are in trouble regardless of JC Penny's challenges and that's a fact. I find that in Arizona JCP stores in smaller cities like Lake Havasu or Prescott with one location are doing really well but larger cities like Phoenix could get buy with less locations as mall traffic dictates. All retailers need to adjust physical footprints downward to adjust for increased internet selling.
    Apr 12 01:49 PM | 4 Likes Like |Link to Comment
  • Microsoft: A Rock In An Increasingly Turbulent Storm [View article]
    Good article and observations. Intel and Microsoft are both in a reinventing mode that includes senior management changes as well as new product strategies to address cloud and mobile ecosystems. Increased cash allocation to 30% several weeks ago taking profits in ABX and MSFT calls and INTC calls several months ago. Will reallocate increasing cash to 40% depending on earnings and sense of Sell in May and Go Away for 2014. Nonetheless, may increase 2015 and 2016 INTC $20 and MSFT $30 call positions depending on their earnings and forecasts. Microsoft's new CEO has done many of the right things with Azure and Office starting to pick up Windows license fees so that mobile Windows is now free.
    Apr 12 01:43 PM | 2 Likes Like |Link to Comment
  • Earnings Preview: Intel Corp. Q1 2014 [View article]
    Intel has prior failures in mobile CPU for two reasons; 1) power efficiency and 2) lack of LTE integration. Intel's 22nm 3D addressed the first issue as demonstrated by Bay Trail T successes. Intel 14nm and LTE IP should address the 2nd issue in 2015. Mobile chip tick tock is much the same as classic Wintel tick tock and it will take $10 billion capex to stay in the game for each iteration of 22nm to 14nm, 14nm to 10nm and beyond. ARMH IP is great but as Intel CFO recently said only two survivors will stay in the mobile race so who is it going to be? INTC will be one.
    Apr 12 01:32 PM | Likes Like |Link to Comment
  • Assessing The Recent Stock Market Damage [View article]
    Great article. Market's go lower because 1) interest rate quandary, 2) mobile technology glut, 3) social networking over bought, 4) S&P PE getting high and 5) Sell in May and Go Away is alive and well in more normal market after 30% run.
    Apr 12 12:27 PM | 2 Likes Like |Link to Comment
  • Intel: Are You In For The Run Up? [View article]
    I'd wait for INTC earnings and "Sell in May" settles in before adding to any positions.
    Apr 11 11:43 AM | Likes Like |Link to Comment
  • PC Markets Are Stabilizing And Intel Will Benefit [View article]
    Why would major global corporations issue 10's of 000's of iPads if they were just for consuming content?

    Because major enterprises have thousands of executives and marketing types that are technically challenged and need to look sexy?

    However, before Windows became touch friendly, pun intended, iOS had the whole world by itself. It's s little different now.
    Apr 11 11:40 AM | Likes Like |Link to Comment
  • Cisco, Juniper find "Heartbleed" security hole in products [View news story]
    A really good reason to be very suspicious of using any open software especially in mission critical enterprise applications. Microsoft's software is not affected but Linux running in Azure may be.
    Apr 11 11:25 AM | Likes Like |Link to Comment
  • Microsoft Starts To Give Away Windows: Should Investors Give Away The Stock? [View article]
    Great article and observations. I agree that MS PE for future would be better set at 13.5 yielding $40.50 PS on $3 EPS and $54 PS on $4 EPS. 2014 will be a critical year for MS with their Azure mobile strategy, D&S Nokia acquisition, Office 365 subscription model and Windows licensing results all becoming more visible. I feel comfortable keeping my average call position above $35 having taken everything off the table after the 2012-13 run from $26-36. I always play INTC, MSFT using heavily in the money LEAPS with minimal time value vs selling covered calls in investments such as ABX.
    Apr 10 10:57 AM | 2 Likes Like |Link to Comment
  • General Motors - Emerging As A New Trend [View article]
    A Federal judge should order GM to buy back all 2.59 million cars at full list price and put GM out of business. That should've been done in 2009 instead of Obama wasting $50 billion on union payola.
    Apr 10 12:33 AM | 1 Like Like |Link to Comment