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techy46

techy46
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  • Intel: Wintel Alliance Might Help The Atom X3 Gain More Industry Support [View article]
    bnlitin - There is a good reason that most hedge funds are shorting Intel.

    You really need to understand what "hedge" funds do! They hold both long and short positions in many stocks. Stocks that are volatile because of opposing market sentiments are great positions for selling calls and shorting even if you've also got a long position. I would not put a lot of faith is using hedge funds short positions when making my investment decisions unless you really understand the whole value thesis.
    May 23, 2015. 11:06 AM | 3 Likes Like |Link to Comment
  • Intel: Wintel Alliance Might Help The Atom X3 Gain More Industry Support [View article]
    bnlitin - That's old unit news with wrong losses for 2014. Intel actually sold 46 million Atom Bay Trails and the losses directly attributable to those sales was closer to $2 billion. You need to fast forward 5 0r 6 months.
    May 23, 2015. 10:58 AM | Likes Like |Link to Comment
  • Intel: Wintel Alliance Might Help The Atom X3 Gain More Industry Support [View article]
    Hardware costs $45 for a 7" Android tablet with Rockchip x3 inside?

    http://bit.ly/1JK9RBE

    The price of all PC's including smart phones and tablets is going to come way down! Somebody's not going to benefit from that?
    May 23, 2015. 10:54 AM | Likes Like |Link to Comment
  • Intel: Wintel Alliance Might Help The Atom X3 Gain More Industry Support [View article]
    Bruce -

    That's good if you get fast LTE but using rural Prescott, AZ as an example LTE is not dependable enough and AT&T bandwidth and hotspot option is too pricey for two people to use it as hot spot for constant notebook use. So we've got DirecTV and Centurylink high speed WIFI but no land line phone. We can't get Phoenix local stations without cable because it's 90 mi away behind mountains. I keep evaluating options to cut DirecTV cable but it's sure convenient to just turn it on for special content shows.
    May 23, 2015. 10:48 AM | Likes Like |Link to Comment
  • Microsoft: Transformation To Cloud And Mobile Implies Strong Growth [View article]
    Great article. The Wall Street analysts that rode Steve Jobs "The PC"s Dead" rhetoric are having to eat that notion. The PC's alive and well in the form of smart phones and tablets that are consuming googles, pun intended, of web content producing demands for more and more cloud products and services. Microsoft spent an entire decade, 2000-2010, focused on building out an enterprise ecosystem while Apple created the mobile PC and app revolution. Google joined in and now it's Microsoft's turn. It's interesting how WS analysts are quick to point out that Google's Chromebook is taking notebook share from Microsoft, around 7 million units in 2015, but also point out that Microsoft's Lumia is a failure shipping only 40 million units in 2014. It seems to me that's a 33 million net increase in Windows devices for Microsoft? If Microsoft can grow their branded devices, Lumia, Surface and Xbox, by 20% a year they'll be shipping over 120 million devices per year by 2018. Microsoft's Xbox is also poised to be a home entertainment server going well beyond just playing single user games. Add all that to Microsoft's every expanding Azure cloud products and services for consumers and enterprises and you have a huge opportunity to invest in the next big shift in real technology. Long COP, INTC and MSFT.
    May 23, 2015. 10:29 AM | 4 Likes Like |Link to Comment
  • Intel: Wintel Alliance Might Help The Atom X3 Gain More Industry Support [View article]
    Yes sir, give me a new 15" all-in-1 with i5 6500, 256Gb SSD running W10!
    May 22, 2015. 10:48 PM | Likes Like |Link to Comment
  • Intel: Wintel Alliance Might Help The Atom X3 Gain More Industry Support [View article]
    Wall Street will announce they're impressed after their trucks are full of INTC!
    May 22, 2015. 10:46 PM | 2 Likes Like |Link to Comment
  • Intel: Wintel Alliance Might Help The Atom X3 Gain More Industry Support [View article]
    Intel's tick tock strategy is going to eat ARMies lunch!

    http://bit.ly/1AkeCjd

    And fuel Microsoft's Windows 10 using Atom and iCore chips!

    http://bit.ly/1AkfBQF
    May 22, 2015. 04:30 PM | 4 Likes Like |Link to Comment
  • What America Can Learn From China's Infrastructure [View article]
    If you're running a country filled with 1.4 billion people, the majority of who are farmers, you certainly do not want a democratic capitalistic form of government. That may have work in the 19th century but it will not work now. Do not blame the US's problems on anybody but the US voters!
    May 22, 2015. 04:08 PM | 3 Likes Like |Link to Comment
  • Intel: Wintel Alliance Might Help The Atom X3 Gain More Industry Support [View article]
    The thing about Intel's chips is the 1st one costs about $1 billion, the next million cost about $10 each and the next million cost about $1 a piece. So if you're selling them for $10-15 each it really pays to get rid of the first million even if you have to offer a $3 subsidy. The difference between the various Atom x3, x5 and x7 chips has little or nothing to do with manufacturing costs since they just change the litho masks.
    May 22, 2015. 03:59 PM | 3 Likes Like |Link to Comment
  • The Oil-Technology Divorce [View article]
    Yes sir, 1000100100100101101100...
    May 22, 2015. 03:50 PM | Likes Like |Link to Comment
  • The Oil-Technology Divorce [View article]
    jerrydd - I bought quite a bit of USO as it went dot to $16 and sold covered calls at $18 and $21 but uncovered the 2016's and sold 1/2 of USO when it went back above 20. I'm still long at average cost of $18 having sold 2017 LEAPS at $21 strike for $3. I doubt it will go back as low as $16 and do not care if I get called out in Jan 2017 above $21. COP's a better play now.
    May 22, 2015. 03:48 PM | Likes Like |Link to Comment
  • CNBC: Microsoft held "significant talks" with Salesforce, disagreed on price [View news story]
    Just host Sales Force on Microsoft's Azure and leave the rest to Darwin!
    May 22, 2015. 03:41 PM | 1 Like Like |Link to Comment
  • CNBC: Microsoft held "significant talks" with Salesforce, disagreed on price [View news story]
    Just the name Sales Force is a complete oxymoron!
    May 22, 2015. 03:39 PM | 5 Likes Like |Link to Comment
  • CNBC: Microsoft held "significant talks" with Salesforce, disagreed on price [View news story]
    As a Microsoft investor I am so glad the rumors were false!
    May 22, 2015. 03:38 PM | 13 Likes Like |Link to Comment
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