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techy46

techy46
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  • More Woes For Intel: Chip, Chip, Chipping Away At Chipzilla [View article]
    Wow, nice ARM hype but the reality is Intel still has 90% of the enterprise server market and it's because many enterprise data center server components do not run on ARM processors. Microsoft already put Windows on ARM it's called Windows RT and Windows Phone. Windows RT flopped because it did not run Windows applications compiled for Intel's X86 processors. Windows 10 will run on Qualcomm (ARM) SoC's but I doubt it will be supported on any devices except smart phones. Intel's entry into Android tablets should cause alarm for ARM's armies supporters.

    I doubt Microsoft will move Windows Server to ARM processors in the very near future since it would only be beneficial it they also moved their entire enterprise software stack including Exchange Server, Share Point, SQL Server, Visual Studio, etc. ARM servers may make inroads in Linux/Unix web server applications.


    Long INTC and MSFT, ARMH is overpriced, Qualcomm looks interesting at $60.
    Mar 25, 2015. 11:03 PM | 5 Likes Like |Link to Comment
  • Microsoft: Putting Windows 10 Inside Android Phones Could Seriously Hurt Google [View article]
    Jym Barnes - I first started in the industry on DEC equipment, VAXes, etc.

    I first started in the industry on IBM 407, 1401 and 1620. I then moved on to Xerox Sigma 7 and many IBM 360-370 mainframes after which I switched to AT&T and NCR Unix and Data General AOS minicomputers before finally moving to all types of PC's and Novell and MS networks with a couple of AS/400 just for fun . I would say Data General was more innovative then DEC.

    I do not like Google's business model. They index other peoples data and use the results to pollute the web with advertising. Eric Schmidt stole the idea for buying Android from Apple. That's not innovation!

    No clue about which software is executing the most daily cpu cycles. It might be Apple's iOS, Google's Android or IBM's VM/CMS. Does that really matter?
    Mar 25, 2015. 01:51 PM | 1 Like Like |Link to Comment
  • Microsoft: Putting Windows 10 Inside Android Phones Could Seriously Hurt Google [View article]
    Jym Barnes - Customer service and listening to your customers is critical.

    Microsoft has and always will be enterprise first, their real most valuable customers, and retail consumers last! Your whole tirade on consumers expectations is correct but Microsoft is not all about focusing on dumbing IT down for monkeys. Microsoft can and will commoditize their products for consumers while making improvements but not with the focus of an Apple. Microsoft's best strategy is to stay focused on enterprise IT including Azure while dropping IT down to consumers. If the two biggest herds wants high price Apple gadgets or Google adware then so be it.
    Mar 25, 2015. 01:34 PM | 1 Like Like |Link to Comment
  • Microsoft: Putting Windows 10 Inside Android Phones Could Seriously Hurt Google [View article]
    Jym Barnes - The problem is that it is not enough. Without more market share Microsoft is getting left behind on so many fronts. Look at ads.

    Enough for what? Microsoft is not going to ever be the leader in ads or consumer mobile devices. However, they can offer a 3rd consumer ecosystem along side their premium enterprise ecosystem that makes them $100 billion revenue with 50% gross margins which is a pretty nice accomplishment. Apple is high price consumer tech - fad and glam. Google (Samsung) socialize software subsidized by advertising. Microsoft is enterprise ecosystem building blocks offered in consumer flavors. Bill Gates is a smart business men, Steve Jobs was an arrogant jerk.
    Mar 25, 2015. 01:23 PM | Likes Like |Link to Comment
  • Microsoft: Putting Windows 10 Inside Android Phones Could Seriously Hurt Google [View article]
    Jym Barnes - Without some significant market share you are not going to have companies investing into Windows app development, IMO.

    That's why Microsoft's one OS strategy makes sense. They'll have a billion users on Windows 10 and those can all run Universal apps. As for 2nd tier apps, why not just use the mobile websites that support all functions except scanning a check for deposit.
    Mar 25, 2015. 01:09 PM | Likes Like |Link to Comment
  • What Ends First - Intel's Stock Buybacks Or Mobile Strategy? [View article]
    wow&wow - Again, target numbers? "I think" or "I feel" just won't cut it!

    Why don't you go read or listen to Intel's last several earnings calls if you're obsessed with their targets. Intel rarely sets unit sales targets but opts for revenue targets and gross margins. QCOM does not sets target numbers either.
    Mar 25, 2015. 11:27 AM | Likes Like |Link to Comment
  • What Ends First - Intel's Stock Buybacks Or Mobile Strategy? [View article]
    wow&wow - Unluckily investors decide the stock price, and the stock price decide who runs the company, get it?

    No, not unluckily, investor's FUD is what creates buy low, sell high opportunities. Stock prices have nothing to do with who runs a company.
    Mar 25, 2015. 11:21 AM | Likes Like |Link to Comment
  • Goldman: Buy during buyback blackout period [View news story]
    I don't know BOA (Merrill Lynch, The Bull) and C are pretty good herd leaders too!
    Mar 24, 2015. 11:26 PM | 2 Likes Like |Link to Comment
  • Intel: Examining The Aftermath [View article]
    You have to listen to all "advice" as a grain of salt regardless of the source including Citi, MS. GS, JPM and SA. If you listened to Russ Fischer's INTC advice you could've easily made 100-300% on INTC calls by 12/31/2014. If you didn't sell and take some to the bank then that's your greed overruling your common sense. You could've lost a lot on the same after INTC earnings in Jan 2015. Bailing in INTC $40 Jan 2016 LEAPS isn't a bad call, pun intended, if you're average cost is too high to make any investment sense.
    Mar 24, 2015. 09:05 PM | 2 Likes Like |Link to Comment
  • Intel: Examining The Aftermath [View article]
    An Atom LTE quad core 10nm SoC would be a more significant game changer!
    Mar 24, 2015. 08:59 PM | Likes Like |Link to Comment
  • Intel: Examining The Aftermath [View article]
    Abbyowner - X86 put Intel into a hole.

    If you have to live in a hole a $55-60 billion a year one isn't to shabby!
    Mar 24, 2015. 08:57 PM | 2 Likes Like |Link to Comment
  • Intel: Examining The Aftermath [View article]
    Vlad..yes those PC sticks are also going to make an impact but I still think the smart phone with Atom Inside will make more economical sense since I'll be upgrading from my Lumia 900 to a newer smart phone by Jan 2016. I do not patronize Google or their Android adware as a matter of choice. I do not believe in OSF or socialize software either since I never shared my IP with anyone but my employers.
    Mar 24, 2015. 08:55 PM | Likes Like |Link to Comment
  • What Ends First - Intel's Stock Buybacks Or Mobile Strategy? [View article]
    wow&wow - 46 divide by 240 is almost 20% tablet share. If they could achieve that using Atom x5-x7 without contra revenue at $40-50 per chip it would be $2-3 billion revenue and $1-2 billion GM.
    Mar 24, 2015. 08:46 PM | Likes Like |Link to Comment
  • What Ends First - Intel's Stock Buybacks Or Mobile Strategy? [View article]
    Shock Exchange - No you're the one that's cherry picking Intel's MCG $1.1 billion loss. I do not care what each division within Apple, Intel or Microsoft does as long as their entire organization is contributing to their overall success. I'll leave the Monday morning quarterbacking to couch potatoes.
    Mar 24, 2015. 08:42 PM | Likes Like |Link to Comment
  • What Ends First - Intel's Stock Buybacks Or Mobile Strategy? [View article]
    wow&wow - Most people do not invest in individual stocks but opt out for the presumed safety of ETF's and mutual funds which are well aware of INTC's business situation. I never ever discuss politics, religion or investing with family or friends.
    Mar 24, 2015. 08:38 PM | Likes Like |Link to Comment
COMMENTS STATS
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