techy46

techy46
Send Message
View as an RSS Feed
  • Microsoft Suffers Revenue Decline In The December Quarter  [View article]
    Agree, Mark's not an accounting or technology wizard. Microsoft's using non-GAAP for several reasons to compare to YoY results That would be difficult given the switch to subscription based cloud services. He did not like Intel's switch in depreciation life either.
    Jan 31, 2016. 12:02 PM | 3 Likes Like |Link to Comment
  • Microsoft Suffers Revenue Decline In The December Quarter  [View article]
    Yes sir, Mark's sour apples and grapes are very visible in this one!
    Jan 31, 2016. 11:57 AM | 3 Likes Like |Link to Comment
  • Microsoft Suffers Revenue Decline In The December Quarter  [View article]
    What does Apple's product problems have to do with Microsoft's earning?
    Jan 31, 2016. 11:56 AM | 4 Likes Like |Link to Comment
  • Microsoft Suffers Revenue Decline In The December Quarter  [View article]
    That's amusing! I thought the object of the game was to buy low and sell high?
    Jan 31, 2016. 11:55 AM | 2 Likes Like |Link to Comment
  • Microsoft Suffers Revenue Decline In The December Quarter  [View article]
    Author - Microsoft might have made if exchange rates had been more favorable.

    Well, since the USD has hugely inflated FOREX value right now due to non-existent FED rate increases I'd say US enterprises are trapped by the over inflated USD. Since Asian revenue and profits will be used to fuel growth in Asia business who cares about results in USD? MSFT issues bonds at 4-5% and saves the 20% in taxes.

    Why does the author always have to review Microsoft's enterprise business model and compare it to Apple consumer toy model? Statements such as "In the chart below I show revenue history by quarter of Surface and Apple's iPad" are really trite. Add in all the devices sold running Windows 10 with touch screens before you do a comparison. We all know that Apple's customers are willing to pay ASP's at twice what a device is really worth. That's not how enterprises conduct themselves.
    Jan 31, 2016. 11:46 AM | 5 Likes Like |Link to Comment
  • Weighing The Week Ahead: Is The Correction Over?  [View article]
    Interesting! New 2% normal for bonds, growth, inflation and wages will support equities with 3-6% dividend return and similar capital appreciation. Buy low and sell high!
    Jan 31, 2016. 11:33 AM | 1 Like Like |Link to Comment
  • Intel: Desktop Growth Strategies  [View article]
    AE

    It's not the exact part number that matters s then maybe it'll be an Atom x5 or x7. There's nothing but Intel's self imposed performance limitations between any of Intel's Atom Xn products so they can spread out the SoC's among $200-$800 devices like low end smart phones and 2-in-1's. If Intel wants into the Surface Phone then I'm fairly sure they can come up with an Atom x4, x6, x8 or x9, pun intended, that fits and fulfills all the requirements of a mobile PC as well as a Surface 2-in-1.

    You're way to hung up on up details of specific SoC's!
    Jan 30, 2016. 07:21 PM | 1 Like Like |Link to Comment
  • Applied Micro Telling The Same Story Over And Over Again  [View article]
    Great article! Kind of like Intel's Atom x3 LTE, sooner or later is not now!
    Jan 30, 2016. 02:42 PM | Likes Like |Link to Comment
  • The Mentality Of An Average Investor, Part III  [View article]
    Interesting article but the problem with averages and statistics is they do not predict the future and only document what has happened and may or may not happen in the future. The herd definitely can drive anything to its extremes and is not an object to emulate, follow or lead.
    Jan 30, 2016. 02:36 PM | Likes Like |Link to Comment
  • The Mentality Of An Average Investor, Part III  [View article]
    aarc - Contrarians will be proven wrong all the way to the top and all the way to the bottom.

    So is that why buying low and selling high builds so much wealth?
    Jan 30, 2016. 02:29 PM | 1 Like Like |Link to Comment
  • Saudi Arabia's Best Strategy Now: Buy Oil Stocks, Cut Production, Spark A Huge Rally  [View article]
    Saudi are waiting to see what peak demand is going to be while they prepare for their IPO. They're also distracted by Iran and ISIS crisis. Once they have those two targets in sight and oil shale bankruptcies and production cuts are growing they'll start to negotiate with the Russians on 5% production cuts. It could happen as early as Spring 2016 but more likely Fall 2o16 or even Spring 2017.
    Jan 30, 2016. 10:45 AM | 1 Like Like |Link to Comment
  • Apple's Problem Is That It Has Conquered The World  [View article]
    Author • Apple has conquered the world and there is not much more to conquer. Success has finally caught up with it.

    Wrong, Apple has conquered the high end of the smart phone world and has nowhere to go but down stream which will mean falling ASP and GM. Apple will become a utility for it's 1+ billion users and will probably need to increase dividends to 3-4% to maintain stock price. Android will be the utility for under advantaged 2-3 billion while Microsoft maintains it's !+ billion professional users while slowly gaining equal number of mobile users. Watch out for that generational shift as Apple parents off springs turn to other brands in rebellion.
    Jan 30, 2016. 10:30 AM | 1 Like Like |Link to Comment
  • New Dallas Fed chief walks back Fed's four rate-hike forecast  [View news story]
    It's all about the new 2% normal and it's going to be here for a very long time.

    China will grow at 6% doubling GDP in next 12 years while US grows at 2%. China passes US by 2030 as world's largest economy. That will mean US can not control global currency and commodity markets leaving equities in a lurch. Buy US multinationals with large product moats and watch out for negative rates which we already really have since interest minus inflation is negative return.
    Jan 30, 2016. 10:21 AM | 1 Like Like |Link to Comment
  • Microsoft beats by $0.07, beats on revenue  [View news story]
    Nice quarter, love that extra $1+ billion from Surface. Surface Phone anyone?
    Jan 28, 2016. 05:25 PM | 8 Likes Like |Link to Comment
  • Microsoft rallies above $54 after FQ2 beat; Windows division's sales decline narrows  [View news story]
    Good quarter! It will get better as 2016 progresses and W10 refreshes pick up!
    Jan 28, 2016. 05:22 PM | 9 Likes Like |Link to Comment
COMMENTS STATS
10,004 Comments
17,380 Likes