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  • Intel: The Memory Company [View article]
    A W10 refresh would be amazing. Let's look for Intel's Skylake announcement at IFA on 9/4-9 and all the mobile devices that come along with 8% CPU and 40% increased graphics performance plus higher density and multiple screens. It's got to get better then the last 3-4 months!
    Aug 26, 2015. 02:20 PM | 4 Likes Like |Link to Comment
  • Intel: The Memory Company [View article]

    I understand MU's position but I still think they're hedging!
    Aug 26, 2015. 02:16 PM | 4 Likes Like |Link to Comment
  • The Thing About Windows 10 [View article]

    W10 is ahead of W7 but the free upgrade is fueling some of that until we get the new devices with Intel's Skylake near the end of September. I'm starting to see lots more Atom x3, x5 and x7 AIO and tablets with W10 at really low prices. So we get Intel's Skylake for mobile at IFA on 9/4-9 and then Microsoft's new Lumia and Surface devices in October with Apple iPhone in between. I've actually been nibbling on AAPL here and there, small bites but that's a lot for me.
    Aug 26, 2015. 02:00 PM | 2 Likes Like |Link to Comment
  • Yield Spreads: This Selloff Is For Real [View article]
    The FED is going to raise rates 0.25% once in the next 9-12 months unless the US economy does markedly better! If so why would you want to sell after a huge correction to wait 9-12 months for nothing? Hopefully the USD tanks too!
    Aug 26, 2015. 01:55 PM | 1 Like Like |Link to Comment
  • The Thing About Windows 10 [View article]
    W10 on 74 million devices in a month!
    Aug 26, 2015. 12:19 PM | 3 Likes Like |Link to Comment
  • U.S. Markets Race China To The Bottom - Can We Avoid Their Fate? [View article]

    Not the best source but it's pretty simple math! Monopoly can be played with any currency as long as you can afford the ink and paper. The USD is now longer the world's base currency.
    Aug 26, 2015. 12:09 PM | 2 Likes Like |Link to Comment
  • Microsoft reports 75M+ Windows 10 installations, strong app store growth [View news story]
    I upgraded my Asus T100 from W8.1 to W10 a couple of weeks ago and it's much better then I expected. I liked W8.1 for all it's touchy stuff but did missed some of the old desktop functions. W10 fixes all of that and more! Now we wait on Intel's Skylake release in 10 days and can see if that kicks off W10 on new devices. I'm waiting to upgrade my W7 notebook to W10 until the dust settles on W10 fixes. I might get a new W10 notebook before end of year and upgrading old one. Looks like Microsoft 1b W10 devices will come true in 3 years. W10 Mobile should ship in October.
    Aug 26, 2015. 12:05 PM | 7 Likes Like |Link to Comment
  • Intel: The Memory Company [View article]
    Interesting article. Intel's certainly divided the analysts and investors on the future of memory and tick-tock cadence. Hopefully, the next 4-9 months finally answer some of the questions surrounding Intel's 14nm strategy with regards to mobile, PC and server devices. It was really simple when the next tock provide the performance to create a refresh across the board. We're now going to have to focus on the IP blocks and how the arranged in complex SoC's. I think this how everybody trying to figure out who's on first, second and third?
    Aug 26, 2015. 12:00 PM | 1 Like Like |Link to Comment
  • Intel: The Memory Company [View article]
    I'm thinking the Micron team is apprehensive due to the 3DXP impact on emerging 3D NAND products. Apple never ever puts the latest and greatest in their mobile devices especially if it requires single sourcing! Apple's still behind the curve on integrated LTE and offering MicroSD!
    Aug 26, 2015. 11:53 AM | 9 Likes Like |Link to Comment
  • Intel Developer Forum: What Investors Should Know [View article]
    Intel Atom 3g and 4g 7" devices starting at $70.

    The chips have to be selling for $10-15!
    Aug 26, 2015. 11:48 AM | Likes Like |Link to Comment
  • With calm restored (for the moment), gold slides [View news story]
    Amusing AAPL and GLD are equally priced!
    Aug 26, 2015. 10:46 AM | Likes Like |Link to Comment
  • U.S. Markets Race China To The Bottom - Can We Avoid Their Fate? [View article]
    China has lots of room left to add stimulus with rates at 4.5% and about $5 trillion on currency reserves. Me thinks all they need to do is take a page from the FED's Cliff notes 101 and slowly reduce rates to 0% over the next 12-24 months and print $80-100 billion Yuan a month. Then we'll see how strong the USD really is! The FED and USG are the real currency minipulators!
    Aug 26, 2015. 10:43 AM | 3 Likes Like |Link to Comment
  • It's A Small World After All [View article]
    "But there is still no proof that the current market turmoil makes much difference in the real economy."

    Real economy being what? The US cut rates to 0% and printed $5 trillion over the last 6 years to create the real economy on the backs of bank depositors and savers? The US Congress and last 3 POTUS socialized home buying and mortgages while WS bundled and securitized the resulting dung and sold it in bags around the world. So who's the currency manipulator in all of this? WS says we have a strong USD because the FED may finally raise rates by 0.25% and hold them there for a year or more.

    Now it's China's turn to cut their rates slowly from 5% down to 2% and print a $80-100 billion Yuan a month using their USD reserves to finance the whole deal. WS does not like the result of that real economy do they?
    Aug 26, 2015. 10:34 AM | 2 Likes Like |Link to Comment
  • Tech stocks setting up for dismal day [View news story]
    "Just declare that there will never be a return to sound monetary policy in our lifetimes"

    Sound monetary policy? You mean 4% growth and rates with 2% inflation and 5% unemployment? Not happening, let's try 2% growth and rates, 4% real inflation cut to 2% by FED and 8% real unemployment reported as 5% by FED.
    Aug 26, 2015. 10:25 AM | Likes Like |Link to Comment
  • Microsoft: Power BI And Google Analytics [View article]
    Author - Google Analytics is the "people's champion" when it comes to analytics in general.

    Analytics and people do not make champions! However, as the author goes on to point out making it very easy to integrate Google's data into Power BI is very helpful for those performing analytics especially users of Microsoft's Dynamics.
    Aug 26, 2015. 10:21 AM | Likes Like |Link to Comment