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  • Apple: Samsung's Glancing Blow [View article]
    Well just maybe the smart phone ASP is starting to fall faster the Apple can release last years innovations by other makers. It seems like Qualcomm is a predictor of things to come. I believe revenue = units times ASP? So both units and ASP are very germane to a discussion more then totals revenue.
    Jul 24, 2015. 12:48 PM | 1 Like Like |Link to Comment
  • Crisis Watch - Where Lightning Could Strike Next [View article]
    Central banks are printing money as fast as they can buy ink and paper. The FED will raise rates 0.25-0.50% and they'll reach 1.50% by 2017. They say the USD is strong. Relative to what? I wonder if Saudi's will cut production to make room for Iran's supply? Isn't socialism fun!
    Jul 24, 2015. 12:45 PM | Likes Like |Link to Comment
  • Microsoft: The Long Struggle Ahead To Grow Windows Revenue [View article]
    Here's some news on Microsoft's Lumia 950/950XL

    And the Lumia 640 too
    Jul 24, 2015. 12:33 PM | 2 Likes Like |Link to Comment
  • There's Nothing Wrong With Intel's Inventory Accounting [View article]
    Vlad, agree, looking at notebooks with touch screen, 5th gen i5 and dual drives 500Gb HDD + 128Gb SSD with W10 installed which are now available for preorder at $300-400 discounts. I might just see of MS store will sell a USB drive loaded with W10 for upgrading older notebook once I'm ready.
    Jul 24, 2015. 11:44 AM | Likes Like |Link to Comment
  • Microsoft: The Long Struggle Ahead To Grow Windows Revenue [View article]
    Fairly accurate article recapping the bad for Microsoft's 2015. However, why not also point out that Microsoft now has two successful mobile devices, Lumia and Surface, each with an annual run rate of close to $4 billion. Granted Lumia's revenue has been down due to focus on lower end 500, 600 and 700 models while waiting for Windows 10 to release first new flagship devices, Lumia 950 and 950XL, in Fall of 2015 thus low WP guidance for next quarter. Of course, there's also Microsoft's Cloud (Azure) that's on track to be the #2 cloud ecosystem at an annual revenue of $8 billion. So Microsoft is now approaching $10 billion in cloud revenue and $10 billion in mobile devices while finalizing Windows 10 as the only single OS across all client devices including the Xbox gaming console. Long MSFT.
    Jul 24, 2015. 11:38 AM | 9 Likes Like |Link to Comment
  • Gold Is Dead, Long Live Gold [View article]
    It all depends on what you can produce it for?
    Jul 24, 2015. 12:32 AM | Likes Like |Link to Comment
  • Intel Is Dead Money In 2015 [View article]
    @Russ Might explain the recent $23 billion buyout offer for Micron?
    Jul 23, 2015. 08:58 PM | Likes Like |Link to Comment
  • How Do You Solve A Problem Like Qualcomm? [View article]
    it's going to get a lot worse for QCOM and others when Intel starts using their $20 and $50 billing printing presses for Atom x5 and x7 and starts printing Atom x3 LTE 14nm $10 bills. A really good smart phone should cost no more then $100-200 and a flagship device $300-400,
    Jul 23, 2015. 08:54 PM | 2 Likes Like |Link to Comment
  • Intel Is Dead Money In 2015 [View article]
    AE and oak8292,

    That's ok, clearing out old and late 2016, since a flagship Lumia 950/950XL will be released as soon as Windows 10 Mobile is done (Sep/Oct 2015) along with 550, 750 and 850.

    Both Intel and Microsoft have the large enterprise moats to take on the mobile device challenges without losing anything more to competitors. It looks like Apple, ARM and Qualcomm will have to step up their games. I wonder how an Intel ARM + FPGA server SKU at 14 or 10nm might shake up the open source cloud worlds given the Rackspace connections.
    Jul 23, 2015. 03:30 PM | 1 Like Like |Link to Comment
  • Intel Is Dead Money In 2015 [View article]

    I think Intel 2nd tock on their 14nm tick is very telling since they now know that Atom x3 LTE at 14nm is going to be mid-2016ish. I think the real question here is with Atom x5-x7 priced at $25-50 each how low will they go with Atom x3? I mean once they get the IP blocks including LTE at 14nm Intel can print a lot of $10 bills with those $25-50 printing presses. AT&T just announced carrying the Asus Zenfone 2E (Android) with Atom Inside for $119 along with the Surface 3 LTE with Atom x7.
    Jul 23, 2015. 01:39 PM | 1 Like Like |Link to Comment
  • Intel/Micron: 3D NAND And SSDs About To Explode [View article]
    smert - How can you be so sure that SSDs will make such a tremendous impact on the industry.

    How about 600m a year smart phone and tablets needing 128-256 GB SSD's? Add that to 200m all-in-1's and notebooks.
    Jul 23, 2015. 01:31 PM | 3 Likes Like |Link to Comment
  • Buy Microsoft After Its 'Bad' Earnings Report [View article]
    It's all about buying low and selling high. Pick your entry and exit points carefully based on intrinsic value! The street traders, long and short, make their livings off of hawking negative and positive FUD! INTC and MSFT are great examples!
    Jul 23, 2015. 01:22 PM | Likes Like |Link to Comment
  • Intel Announces ‘Cloud for All’ Initiative to Deliver Benefits of the Cloud to More Businesses [View article]
    I wonder if Intel will use it's Altera acquisition to bring out an Intel branded line of ARM + FPGA micro-server processors? That would really shake up the open cloud space.
    Jul 23, 2015. 12:40 PM | Likes Like |Link to Comment
  • Intel Is Dead Money In 2015 [View article]

    Looks like QCOM earnings are not reflecting how great they're doing? Forecast of next quarter for $0.75-0.95 is like throwing a dart at a moving car.
    Jul 23, 2015. 10:50 AM | 1 Like Like |Link to Comment
  • Don't Be Fooled By Apple, Microsoft And IBM Misses - Things Are Good [View article]
    Interesting article. The street FUD mongers are playing the retail investors for the fools as usual. Stronger USD because the FED printed $4.2 trillion more monopoly paper currency and they may raise interest rates by 0.25-0.50%, give me a break. That's like saying Greece is out of the woods because they're borrowing another $100 billion on top of the $300 billion they already owe with their economy shrinking close to $200 billion or 200% debt, no way Jose. We'll continue to see all these commodity and currency dances until the FED finally says rates are going up in Sept to 0.50% and then they'll be a big rally into the end of the year as consumer monkeys buy their next Apple or Windows toys for watching Youtube Darwin videos.
    Jul 23, 2015. 10:47 AM | Likes Like |Link to Comment