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  • Intel: There Are No Tails Big Enough To Wag This Dog  [View article]
    Author - "My question remains: does Intel have the management team in place to retake the high ground? I remain unconvinced and will wait until I can see some signs of success along the route."

    Quite amusing rhetoric from an obviously uninformed technology investor. Intel's primary customer is enterprises and enterprise workers much like Microsoft. The last decade has not seen the biggest boom in technology, that already happened in the prior decade which lead to the last decades adoption on retail technology by the average retail business and consumer. Yes, Intel did miss out on that evolution but given their focus on enterprises and logical decision not to compete with themselves for low end mobile processors they did maintain the high ground quite well on high performance PC and server SoCs. Maybe if the author understood enterprise technology business refresh cycles he and his followers could've made a bundle like many traders of Intel options?
    Feb 2, 2016. 11:29 AM | 1 Like Like |Link to Comment
  • Apple's Problem Is That It Has Conquered The World  [View article]
    Conquered the world? That's funny!
    Feb 2, 2016. 10:59 AM | Likes Like |Link to Comment
  • Oil Price Has Not Bottomed, But Here's How To Prepare For It  [View article]
    The Russians and Saudi are in control and will wait for the $50-60 producers to collapse in H1 2016. Once that occurs we'll find out about the secret meetings that took place in H1 2016 and how they decided to start cutting production by 5% in H2 2016. What happened last week should demonstrate how fast prices could recover once a real production cut is announced.
    Feb 2, 2016. 10:56 AM | 1 Like Like |Link to Comment
  • Oil Price Has Not Bottomed, But Here's How To Prepare For It  [View article]
    Elon Musk showing Detroit how to run a Car Company?

    That's quite amusing!
    Feb 2, 2016. 10:53 AM | 7 Likes Like |Link to Comment
  • What Tim Cook Must Do To Turn Apple Around, 2013 Vs. 2016  [View article]
    How about an iPhone7s for Spring and Summer 2016, iPhone7f for Fall 2016 and an iPhone7w for Winter 2016 and they all come in 4, 5 and 6" screen sizes and cost $120 per screen inch! You can get an microSD slot or wireless charging for an extra $100 each. They all come in 22 rainbow colors too!
    Jan 31, 2016. 12:16 PM | 12 Likes Like |Link to Comment
  • Microsoft Suffers Revenue Decline In The December Quarter  [View article]
    Hey Cinncy, got to love that warm apple pie!
    Jan 31, 2016. 12:10 PM | Likes Like |Link to Comment
  • Microsoft Suffers Revenue Decline In The December Quarter  [View article]
    Great response! I'd only add that Lumia's 4.5 million unit sales for the last quarter isn't that bad given everyone's actually waiting for Windows 10 Mobile. Microsoft's in a very enviable position if we get any up tick in global economic activity.
    Jan 31, 2016. 12:07 PM | 3 Likes Like |Link to Comment
  • 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
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