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  • What Ends First - Intel's Stock Buybacks Or Mobile Strategy? [View article]
    I think Intel Inside a 4-6" smart phone with wireless keyboard, mouse and screen support will replace many PC's. Windows 10 will create the Windows refresh cycle that Windows 8 and 8.1 failed to ignite. Windows Server 2003 end of support will maintain the DCG growth.
    Mar 24, 2015. 12:17 PM | Likes Like |Link to Comment
  • What Ends First - Intel's Stock Buybacks Or Mobile Strategy? [View article]
    Will investor allow it? Luckily investors do not run Apple, Intel or Microsoft. It's not all about smart phone chips! Intel spent $4 billion securing 20% of the 240 million tablet device market that was eroding PC unit sales. But now tablets are PC's and with Windows 10 smart phones will be too. PC sales have actually grown from 300m to 480m if tablets are added to classic PC's. If Intel can maintain and grow their 20% tablet share with Atoms Inside then it will easily offset the classic PC sales stagnation. Intel only needs 10% of the smart phone sales or 100 million a year and that should be possible in 2017-2018.
    Mar 24, 2015. 12:15 PM | Likes Like |Link to Comment
  • Apple Watch Has Implications For Big Data, IoT And Web 3.0 [View article]
    It's an intelligence test and consumers will most likely fail again!
    Mar 24, 2015. 12:06 PM | 4 Likes Like |Link to Comment
  • Why Apple TV Is Fighting For Survival [View article]
    Horrible TV content is not Apple's fault but cutting the cable is becoming a lot easier. There is no content worth more then $20 a month. It's amazing how our stupid leaders traded free TV for overprice phones bandwidth and reruns with ads. Oh well, socialism marches onward!
    Mar 24, 2015. 12:05 PM | 6 Likes Like |Link to Comment
  • Microsoft Still A Growth Story [View article]
    Great article. Microsoft has GM % that's almost unbelievable and that produces enough FCF to recover from their mobile laziness and miscues. Microsoft's the only ecosystem that has consumer and enterprise covered in the data center and clouds. They may not ever be the #1 consumer ecosystem but #2 or 3 will do just fine. It's unfortunate that all the XYZ's were taught to be anti-Microsoft by socialist academia but that's the cost of getting a liberal education.
    Mar 24, 2015. 12:01 PM | 13 Likes Like |Link to Comment
  • Intel: Examining The Aftermath [View article]
    It's all about Intel's mobile strategy eliminating MCG contra revenue by H2 2015 and Microsoft's Windows 10 kicking off a refresh from Windows XP and 7 that did not occur with Windows 8. It's also DCG continuing to perform as Windows Server 2003 goes off of support. Intel should be able to grow GM by eliminating reliance on such IP blocks as Nvida's GPU. The whole watch market is blown out of portion but Intel Inside of Microsoft's Lumia running Windows 10 finally makes a smart phone a real all-in-1 replacing notebooks and tablets when wirelessly connected to keyboard, mouse and screen.
    Mar 24, 2015. 10:49 AM | 9 Likes Like |Link to Comment
  • What Ends First - Intel's Stock Buybacks Or Mobile Strategy? [View article]
    Author •If the mobile division keeps bleeding cash, Intel may have to shutter its mobile strategy or buyback program.

    So Intel has time for 3 years at $4b burn rate, 4 years at $3b burn rate and 6 years at $2b burn rate given they have $12b cash balance. Does anyone really think Intel's mobile strategy is going to take longer then Jan 2017 to bear fruit? I think Intel's buybacks and mobile strategy are both safe and their CFO Stack Smith has figured out his cash flow and timing well ahead of the author.
    Mar 23, 2015. 07:31 PM | 3 Likes Like |Link to Comment
  • A Logical Reason Why Apple Will Use An Intel Modem [View article]
    Interesting article but I do not think that Intel's stand alone modem business is the key to their mobile strategy. Sure, it's great that they have a potential major win for the XMM 7360 but it's way more important that we see some major design wins for the Atom x3 3g/4g and it will be even more important as Atom SoC's go 14nm.
    Mar 23, 2015. 02:02 PM | 4 Likes Like |Link to Comment
  • Intel: Mistakes And Opportunities [View article]
    Only a matter of time before an asteroid hits earth and destroys us too!

    You may want to hold all that ARM enthusiasm until we actually see what devices are made with Intel Atom x3, x5 and x7 Inside. As your time passes waiting for ARM to match Xeon you may just see an Atom quad core, LTE SoC exceed Apple's Ax and Samsung Exynos in performance at a lower cost. Samsung's 14nm FinFET is really 16nm and their 10nm will most likely be closer to 12nm. I can't wait for a Lumia 950 Atom X3 LTE Windows 10 smart phone to wirelessly connect to keyboard, mouse and 17" or larger screens as the next unit of computing.
    Mar 23, 2015. 12:20 PM | 6 Likes Like |Link to Comment
  • Intel: Mistakes And Opportunities [View article]
    Great recap on how INTC got back to $31 and why dogs chase cars! I luckily took 40% off the table on INTC and MSFT before YE 2014 but unfortunately hesitated to take more due to taxes. INTC's now about to prove their tick tock and mobile strategy is correct while Microsoft's Windows 10 hits the pavement. I'm looking for INTC to be back to $35-37 by Jan 2016 and over $40 by 2017 if no more black swans or golden gooses appear.
    Mar 23, 2015. 12:10 PM | 3 Likes Like |Link to Comment
  • The Fault In Apple's Star [View article]
    Acknowledge the superior intellect at Apple? Yikes, that's a mouth full!
    Mar 23, 2015. 11:46 AM | 3 Likes Like |Link to Comment
  • Microsoft launches $70 Lumia 430 [View news story]
    Oh, do not forget that Microsoft still sells Nokia 215 for $34.50 USD.

    I think they sold over 120 million featured phones in 2014.
    Mar 22, 2015. 12:41 PM | Likes Like |Link to Comment
  • Microsoft launches $70 Lumia 430 [View news story]
    So Microsoft's Lumia smart phones range from Lumia 930 at $600 down to the Lumia 430 at $70 in increments of about $70 from top, 900-1000 models, middle, 600 and 800 models, to bottom, 400 and 500 models. Next well see a Lumia 940 W10 in May with SD810, 5.5", SD reader, Iris scan and dock with Bluetooth and screen sharing with Miracast for $500-600. But the $billion question is when do we see the Lumia 970 with Atom LTE and Windows 10 which becomes the real PC killer sharing keyboard, mouse and screen with Bluetooth and Miracast. The PC's not Dead it now includes the smart phone and tablet.
    Mar 22, 2015. 12:33 PM | Likes Like |Link to Comment
  • Microsoft launches $70 Lumia 430 [View news story]
    Well, there's now 100 million WP users and 1.5 billion Windows users.
    Mar 22, 2015. 12:26 PM | Likes Like |Link to Comment
  • Microsoft launches $70 Lumia 430 [View news story]
    Which would you rather sell $1 bottle of Coke or $5 cup of Starbucks?
    Mar 22, 2015. 12:25 PM | Likes Like |Link to Comment