Google Vs. Apple: Spring Of Hope, Winter Of Despair [View article]
Google is a socialists dream. Google provides consumers with the cheapest technology and social services all subsidized by advertising revenue. If you can't afford best or better there is always a Google alternative. Google's worst nightmare would be if it was proven that web based advertising really doesn't work.
Nokia Lumia 925: Disappointed? - Not Really [View article]
The smart phone device hype is getting old and thread bare. All vendors have about the same specs and most are beyond what consumers can appreciate or discern. Ok, a Pureview 41mp might be great but not so much for taking shots of dogs and kids. The real battle lines are going to be between the integration and utility offered by the competing ecosystems; Android, Apple and Microsoft. Nokia needs to show that they can sell 8-10 million smart phones a quarter by the 2nd or 3rd quarter of 2013. Microsoft needs to show that they can sell 10-20%, increasing to 25% by 2017, of the mobile PC's in 2013-2014. It's all about sales numbers not device specs.
The PC Industry's Future Could Be Decided In The Next 7 Months [View article]
"Intel and Microsoft have been trying to stem the decline in PC shipments"
No, Intel and Microsoft want to include Windows tablets and smart phones in the PC definition and they're well on their way to doing it. Intel's new Core Haswell will allow Windows Ultrabooks and tablet convertibles to be All in One devices with the power of i3-i7 and double the battery life. Haswell will also provide for Intel micro-servers. Intel's Atom Silvermont will allow Windows smart phones and tablets to compete with Nvidia and Qualcomm ARM devices which opens up a world of opportunitties to Acer, Asus, Lenovo, Nokia and Samsung not to mention saving Dell's and HP's butts.
The real question is what percentage of the 1-2 billion smart phones and tablets PC's will come from Wintel.while they continue to sell 400 million classic PC's. If Intel and Microsoft can get 25% of the mobile PC devices, 250-500m, by 2020 then Wintel PC sales will double in the next 5-7 years. Intel has a greater opportunity then Microsoft since Intel's chips can run Linux and Android as fast or faster then ARM.
"Intel bet heavily on the idea that last year's release of Windows 8 would breathe some new life into the PC market and lost. The sales of Windows 8 and newer PCs are much worse than we thought A 161 million PC's shipped in 6 months versus 174 in prior year."
Wow, so please tell us how did Intel bet on last year's Windows 8 release? I thought Intel's chips were used in all Windows PC's and servers. PC sales has been down because most people have been waiting to buy a new W8 Ultrabook or Tablet with all the bells and a new Intel Atom Silvermont or Core Haswell Inside. These devices will not be available until 2nd half of 2013. Lenovo has been discounting Yoga 13, S310/410 and Z400/500 devices for $200-250 which puts them at $800-1000 with 2 year service plan. Does the author realize that enterprises with a license agreeemnt can run any version of Windows they want?
Bad News Keeps On Coming For Barrick Gold [View article]
Nice recap of the known news but what's the point. Barrick is trading around $20 PS down over 50% from prior high with a 4% dividend and forward PE of 5.6. Yes, ABX has had a lot of bad news including the slump on gold prices but that's what buying low and selling high are all about.
Intel's New Architecture Challenges AMD's Graphics Lead [View article]
Agree 100%. It's ARMH vs Intel in mobile with graphics good enough for mobile browsers, readers and casual gamers. Intel needs to compete in mobile while maintaining lead in servers and ultrabooks.
ARM Holdings: Learning From My Mistakes [View article]
The author wasn't wrong about anything but the timing. ARMH is way overpriced considering their business model, PE, profits and revenue. However, it will take another couple of years for that reality, like Apple's recent reality, to come to pass. In the meantime the real battles are Google vs Microsoft and Intel vs Qualcomm and Apple and Nokia vs Samsung. ARMH's future doesn't really matter is will be around for a long, long time at some price.
Apple (AAPL -2.5%) has dived over the last 30 minutes of trading on heavy volume, without any news to explain the move. The decline comes with the NASDAQ still up 0.5% on the day. [View news story]
Lot of money rotated in Intel and Microsoft over the last couple of weeks. People are cashing in Apple chips for a) pullback, b) ride other momentum plays.
Intel's Earnings Could Double At Full Capacity [View article]
I think Intel would really like to use some of their fabs with Apple using Atoms Inside their iToys, Lenovo using Atoms Inside their K/U/Y/Z smart phones and Ultrabooks, Microsoft using Atoms Inside their Surfaces and Nokia using Atoms in Lumia 1000s.
Annaly Capital Faces Continued Pressure On Its Net Spread [View article]
"Annaly just had enough Net Income, $.47/share, to pay the $.45 dividend in 1st qtr."
That's all it takes and it's a lot better then AGNC. The decline in book value is a little more troublesome. I sure hope NLY's computer modeling applications can stay ahead of the rate curve changes.
Intel: Will Atom Really Cannibalize Core? [View article]
Interesting observations that I've held for almost two years, The real data that obviously needs to be considered is how many more Atoms will Intel sell versus their cannibilzed Core parents. I say that Intel has purposely minipulated their tick tock strategy to delay bringing Atom Silvermont to market until there were enough potential sales to offset any cannibilization. If 3 Atoms at $35 replace one Core at $100 Intel's still 5% ahead in revenue and profits. What do PC buyers want an Lenovo Yoga with Intel Atom Inside or an U310/Z400 with i3-i7 Core Haswell inside or one of each?
Sporting 4 cores and the same GPU platform and manufacturing process as Ivy Bridge CPUs, there's little doubt Intel's (INTC) Bay Trail Atom CPUs (due in Q4) will deliver big performance gains over the current Clover Trail. ReadWrite's Mark Hachman wonders if Bay Trail will be too good, cannibalizing sales of Core CPUs with the help of a relatively resource-efficient Windows 8. Though more demanding users will want Haswell Core systems (esp. since Bay Trail lacks multithreading), will some mainstream users decide Bay Trail is good enough? Intel wants to eventually reach a ~$200 price point for Atom-based touchscreen Android laptops, and a ~$300 price point for Windows systems. [View news story]
I'm pretty sure that Intel's fully aware of the unit volume price relationships between their Atom and Core chips and is way ahead of Mark Hachman. Three Atoms at $35 is better than one Core at $100.
Microsoft Short Sellers Ain't Seen Nothin' Yet [View article]
The PC's Dead? Well no, the PC's Mobile and it now includes smart phones and tablets which already have Intel's Atom Inside running Windows 8 on X86 and Windows Phone 8 on ARM. Windows RT was a mistake. Well no, Windows RT and Windows Phone share their ARM code base and Modern UI to cover the pundits of the Wintel only ecosystem. Intel's going to lose server market share to the "new" micro-server designs. Well, Intel might lose some sales of servers in the WWW cloud to ARM to those anti-X86 pro Linux fanatics but it won't move the market share needle. Microsoft's decade of enterprsise ecosystem investments is just starting to pay off with pushing those technologies into their mobile ecosystem. Same goes for Intel's tick tock into mobile chips with their X86 PC and server designs becoming components in new Atom and iCore SoC's using 22nm 3D manufacturing soon to be 14nm, 10nm and 7nm. ARM's the new MIPS " Microprocessor without Interlocked Pipeline Stages" and PowerPC "Performance Optimization With Enhanced RISC" . Can't wait to see XBox720 serving up Intel's 4K TV services.
Microsoft Is Too Expensive For This Moment In Time [View article]
"That earnings report served to remind investors that Microsoft remains today a mainstay in computing, and an important player in several other markets, including gaming and Internet search."
Not really The earnings report told everyone that the PC's Mobile and not dead and Windows 7 plus Windows 8 still owns 85% of the PC markets. Sure, we're seeing lots of smart phones and tablets being sold to consumers for browsing and viewing but there's still plenty of room for WinArm phones and Wintel smart phones and tablets. I wouldn't back up the truck just yet but I would dump the contents either. Microsoft's XBox 720 May announcement will be interesting, Nokia's new Lumia's too and that's all before June's Surface 2 and W8.1 previews. Lomg AAPL, INTC, MSFT and NOK.
Google Vs. Apple: Spring Of Hope, Winter Of Despair [View article]
Nokia Lumia 925: Disappointed? - Not Really [View article]
The PC Industry's Future Could Be Decided In The Next 7 Months [View article]
No, Intel and Microsoft want to include Windows tablets and smart phones in the PC definition and they're well on their way to doing it. Intel's new Core Haswell will allow Windows Ultrabooks and tablet convertibles to be All in One devices with the power of i3-i7 and double the battery life. Haswell will also provide for Intel micro-servers. Intel's Atom Silvermont will allow Windows smart phones and tablets to compete with Nvidia and Qualcomm ARM devices which opens up a world of opportunitties to Acer, Asus, Lenovo, Nokia and Samsung not to mention saving Dell's and HP's butts.
The real question is what percentage of the 1-2 billion smart phones and tablets PC's will come from Wintel.while they continue to sell 400 million classic PC's. If Intel and Microsoft can get 25% of the mobile PC devices, 250-500m, by 2020 then Wintel PC sales will double in the next 5-7 years. Intel has a greater opportunity then Microsoft since Intel's chips can run Linux and Android as fast or faster then ARM.
Will The Sleeping Hare Win? [View article]
A 161 million PC's shipped in 6 months versus 174 in prior year."
Wow, so please tell us how did Intel bet on last year's Windows 8 release? I thought Intel's chips were used in all Windows PC's and servers. PC sales has been down because most people have been waiting to buy a new W8 Ultrabook or Tablet with all the bells and a new Intel Atom Silvermont or Core Haswell Inside. These devices will not be available until 2nd half of 2013. Lenovo has been discounting Yoga 13, S310/410 and Z400/500 devices for $200-250 which puts them at $800-1000 with 2 year service plan. Does the author realize that enterprises with a license agreeemnt can run any version of Windows they want?
Bad News Keeps On Coming For Barrick Gold [View article]
Intel's New Architecture Challenges AMD's Graphics Lead [View article]
ARM Holdings: Learning From My Mistakes [View article]
Apple (AAPL -2.5%) has dived over the last 30 minutes of trading on heavy volume, without any news to explain the move. The decline comes with the NASDAQ still up 0.5% on the day. [View news story]
Intel's Earnings Could Double At Full Capacity [View article]
Annaly Capital Faces Continued Pressure On Its Net Spread [View article]
That's all it takes and it's a lot better then AGNC. The decline in book value is a little more troublesome. I sure hope NLY's computer modeling applications can stay ahead of the rate curve changes.
Intel: Will Atom Really Cannibalize Core? [View article]
Sporting 4 cores and the same GPU platform and manufacturing process as Ivy Bridge CPUs, there's little doubt Intel's (INTC) Bay Trail Atom CPUs (due in Q4) will deliver big performance gains over the current Clover Trail. ReadWrite's Mark Hachman wonders if Bay Trail will be too good, cannibalizing sales of Core CPUs with the help of a relatively resource-efficient Windows 8. Though more demanding users will want Haswell Core systems (esp. since Bay Trail lacks multithreading), will some mainstream users decide Bay Trail is good enough? Intel wants to eventually reach a ~$200 price point for Atom-based touchscreen Android laptops, and a ~$300 price point for Windows systems. [View news story]
Intel Share Price Approaching Overvalued Territory [View article]
Microsoft Short Sellers Ain't Seen Nothin' Yet [View article]
Microsoft Is Too Expensive For This Moment In Time [View article]
Not really The earnings report told everyone that the PC's Mobile and not dead and Windows 7 plus Windows 8 still owns 85% of the PC markets. Sure, we're seeing lots of smart phones and tablets being sold to consumers for browsing and viewing but there's still plenty of room for WinArm phones and Wintel smart phones and tablets. I wouldn't back up the truck just yet but I would dump the contents either. Microsoft's XBox 720 May announcement will be interesting, Nokia's new Lumia's too and that's all before June's Surface 2 and W8.1 previews. Lomg AAPL, INTC, MSFT and NOK.