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techy46

techy46
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  • Intel Developer Forum: What Investors Should Know [View article]
    @101,
    You might want to think about moving some of those Jan 2016's to April if they've still got any time value left. I've been doing that with some $32 strikes but still but back to DCA on the $27 strike having moved some to Jan 2017 $25 strikes months ago.
    Aug 23, 2015. 11:34 AM | 1 Like Like |Link to Comment
  • The Correction Everyone Asked For, But Nobody Wants [View article]
    Great article! The real problem isn't China it's the overpriced USD create by the notion that US interest rates are going up. Rates may go up 0.5% a year for the next 4 years but that's going to let the air out of the USD in the next 6-12 months.
    Aug 23, 2015. 11:26 AM | 1 Like Like |Link to Comment
  • The Correction Everyone Asked For, But Nobody Wants [View article]
    Buy low, sell high? You can't buy low when the market's at its high!
    Aug 23, 2015. 11:23 AM | 5 Likes Like |Link to Comment
  • IDF 2015: Keynote Exposes Intel's Broken Approach To Mobile [View article]
    @David

    Well it looks like AIO's, aka Surface 3, are eating tablets because Cook thought they were refrigerators! Next up Surface phones!

    http://bit.ly/1Lp1w5Q
    Aug 22, 2015. 09:18 PM | Likes Like |Link to Comment
  • Why salesforce May Fall From Here [View article]
    Microsoft's Dynamic CRM is a pretty good product that can only get better. Luckily MS did not bite on CRM. Didn't Oracle already blow a bunch on Sieble?
    Aug 22, 2015. 08:59 PM | Likes Like |Link to Comment
  • The Cloud Shake Out Has Begun [View article]
    Dana - Like MSFT, IBM puts its software sales into its cloud revenues. And they do it for the same reason that MSFT does, to appear that they're more competitive in cloud than they in fact are.

    Umm, the "cloud" is nothing but hardware + software + support offered on a metered leased basis. Why isn't or wouldn't it be correct to take a box full of hardware plus Windows Server licensees and some administration support and charge for all of it in an per instance per period used basis? If it costs me $20,000 a month to operate a 30 server Windows Server data center what's wrong with putting it in Azure for $12,000/month and Microsoft recognizes all $12,000 as Azure Cloud revenue. Do you really want them to break out the revenue in subcategories?
    Aug 22, 2015. 06:05 PM | 1 Like Like |Link to Comment
  • Intel Developer Forum: What Investors Should Know [View article]
    What's absolutely amazing, that most consumers do not understand, is that new GPU architecture takes up 40%, equal to the APU, of the chip real estate. A lot just do not understand that what their watching in terms of speed is all that GPU decoding being done while those 2, 4 or 8 core cylinders sit their idling. It will be very interesting when we get to see the results of the i5-6400's performance tests for both APU and GPU. Will APU be +10% and GPU +30-40%? That's what everybody wanted to know at IDF15.
    Aug 22, 2015. 05:48 PM | 2 Likes Like |Link to Comment
  • Intel Developer Forum: What Investors Should Know [View article]
    @Vlad

    "The most important thing to do if you find yourself in a hole is to stop digging."

    Or start building a ladder to get out!
    Aug 22, 2015. 05:40 PM | Likes Like |Link to Comment
  • Federal Reserve Continues To 'Tighten Up,' Getting Ready For Raising Rates? [View article]
    Hey folks, the FED has had rates at 0% from 5 years. They could raise rates to 0.50% and leave them there for 3-5 years too. Then what? The new normal may be 2% growth, inflation and interest rates. Wouldn't that be fun for investors getting 3% dividends on blue chip equities. The WS analysts and their trading hawk buddies love to herd the lemmings around with any FUD they can find. So do commentators that get paid by the click. Now they're saying China's been lying about 7-10% growth that was really only 4-6% and could go to 2-4%. So what, we've been doing OK in the US no matter what China's saying. Maybe WS are the ones that are lying and the herds been stampeded!
    Aug 22, 2015. 12:20 PM | 2 Likes Like |Link to Comment
  • Why Apple Is Likely To Continue The iPad Mini [View article]
    Author •A bigger iPhone does not make the iPad Mini 2 obsolete.

    No, but AIO's (all-in-1's) make all iPads obsolete!

    http://yhoo.it/1WLaL6P
    Aug 22, 2015. 12:04 PM | 1 Like Like |Link to Comment
  • Microsoft In 2018 [View article]
    Glen, I believe Windows 10 will be a big success for Microsoft in terms of adoption.

    That's the key! First MS get's W7/W8 users, 550m + 200m, to adopt W10 and like it better then W7/W8. Add 260m new W10 devices a year and you've got 1b W10 users by 2018. Next, the W10 AIO (all-in-1) is replacing the tablet and demonstrates that one AIO is better then 2 or 3 desktops, notebooks and tablets. Finally we have an SoC, Atom x3 LTE 14nm, that fits in a Surface phone that does to smart phones what AIO are doing to tablets. That can lead to 200-300m WP users by 2018.

    Apple and Tim Cook were really wrong about AIO's!

    http://yhoo.it/1WLaL6P

    http://cnet.co/1WLaMrp

    The current generations are doing the same thing we did when we went from IBM to DEC, DG, HP and other minicomputers running Unix-like OS's and then finally to Novell and Microsoft networks while the internet connected everything. I owned a DG VAR but we had AT&T and NCR systems too. Could not sell AT&T 3B2's with Unix unless we gave them away. We now have billions of mobile 4-10" PC's replacing millions classic 15-20" PC's. Slices of applications, apps, selling in the tens of millions for $1 a piece vs millions selling for $100 a piece. Ideally a universal app shouldn't have to target either Android, iOS or Windows and that will ultimately happen.
    Aug 22, 2015. 11:50 AM | 1 Like Like |Link to Comment
  • The Cloud Shake Out Has Begun [View article]
    @Returnofthemus

    Yelp, I buy everyone an Azure Visual Studio instance for 2016 Christmas!
    Aug 22, 2015. 11:41 AM | 1 Like Like |Link to Comment
  • Intel Developer Forum: What Investors Should Know [View article]
    It's getting quite scary with 808 INTC 2016 and 2017 LEAPS at $25, 27, 30 and 32 strikes. I've never had 1,000 INTC calls before? What's interesting is if China's been lying about their growth being 7-10% but being more like 2-6% then how did we get to DOW 18000 after 5 years? Also, the US wanted the yuan to float but when it does the WS traders have a hissy fit. Me think the fools started selling to cover their currency and commodities losses and now have spread the pain to all sectors. I'm glad I'm not the one sitting on the FED Ponzi BOD?

    Buy low, sell high, ouch!
    Aug 22, 2015. 11:37 AM | 1 Like Like |Link to Comment
  • Intel Developer Forum: What Investors Should Know [View article]
    @Vlad FoxNews! Here's one from Yahoo!

    http://yhoo.it/1WLaL6P

    And the related link quoting Cook ;)

    http://cnet.co/1WLaMrp
    Aug 22, 2015. 11:30 AM | Likes Like |Link to Comment
  • Intel Developer Forum: What Investors Should Know [View article]
    This is the device that would blow in 2016!

    http://bit.ly/1Lp1w5Q
    Aug 22, 2015. 11:25 AM | Likes Like |Link to Comment
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