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  • Apple: iPhone Is Not Dead, It's About To Come Alive, Part 2  [View article]
    Author - it's official now that the company is building a secret team for VR.

    Just maybe instead of a real iCar apple will bring out an iPhone app so millennials can drive virtual cars using their iPhones?
    Feb 3, 2016. 03:17 PM | 3 Likes Like |Link to Comment
  • On the hour  [View news story]
    It's all about the USD crashing because the FED's stuck at 0.50% especially going into a fall POTUS election. No rate hikes means falling USD which equals increasing commodity prices and enterprise earnings. This is not over yet but the jobs report on Friday could suck and out the FED further in the hole.
    Feb 3, 2016. 03:14 PM | Likes Like |Link to Comment
  • Qualcomm/ARM outperform, Intel underperforms after Google server report  [View news story]
    Yep, those Jan 2017 and 2018 LEAPS at $25, $27 and $28 were on sale this AM!
    Feb 3, 2016. 01:26 PM | 2 Likes Like |Link to Comment
  • Qualcomm/ARM outperform, Intel underperforms after Google server report  [View news story]
    User 12345678 - Most investors don't own enough stock to have dividends mean anything

    What? So 3% of $300,000 is $9,000 a year or $750 a month. I think you might be very surprised how many SA investors and posters just might have 3-5x that much in stocks with dividends.
    Feb 3, 2016. 01:24 PM | 8 Likes Like |Link to Comment
  • Google Has The Lead In Artificial Intelligence  [View article]
    Let's try out one of those SDC's on a rainy or snowy early morning commute!
    Feb 3, 2016. 01:19 PM | Likes Like |Link to Comment
  • Google Has The Lead In Artificial Intelligence  [View article]
    Silicon - including re self-driving cars?

    Are you aware that self-driving cars still require a driver to be ready to take over in an instant should an unforeseen set of circumstances occur? That's been the classic problem with AI since the artificial part is not really superior.
    Feb 3, 2016. 01:17 PM | Likes Like |Link to Comment
  • Qualcomm/ARM outperform, Intel underperforms after Google server report  [View news story]
    Let the Servers Wars 2.0 begin! I believe SW 1.0 was AMD vs. Intel which did not turn out too well for AMD. This will be good for competition and will finally prompt Intel to go public with their Xeon plus 3DXP and FPGA strategies. I wish they would also take the veil of secrecy off of the Atom x3-x7 LTE 14nm road map. Nice opportunity to DCA INTC 2017 and 2018 LEAPS.
    Feb 3, 2016. 12:05 PM | 3 Likes Like |Link to Comment
  • Alphabet: The Elephant In The Room  [View article]
    Interesting article but it's going to take quite awhile for the next big thing, ad com bubble, to crash. In the meantime, there's plenty that will keep wasting their money on online advertising and web sites. Hey, did not SA just switch to Google? It's pretty amazing that Amazon, Facebook and Google have replaced all the US malls. That 33 PE is really amazing!
    Feb 2, 2016. 11:04 PM | Likes Like |Link to Comment
  • Alphabet: The Elephant In The Room  [View article]
    Cancun - You buy IBM and I'll by GOOGL and we'll see who wins.

    I'll take INTC and MSFT and you can have the alphabet soup!
    Feb 2, 2016. 11:01 PM | 2 Likes Like |Link to Comment
  • Alphabet: The Elephant In The Room  [View article]
    Agree, waiting for ad com bubble to burst first which will take at social net bubble next! That will leave a lot of people holding the bag behind the elephant!
    Feb 2, 2016. 10:58 PM | 8 Likes Like |Link to Comment
  • Oil Prices Bottoming? What Changes In The Futures Curve Say  [View article]
    It's all about the Russians and Saudi reaching a production cut agreement after the feel that they have achieved oil shale bubble bust 1.0 at $30 per barrel. Given the majors profit bust being reported now it's likely that one more quarter of pain should do it so Summer 2016 looks likely. I would wait for the as last Friday showed it will not take many days of gains to put shorts in a knot.
    Feb 2, 2016. 10:53 PM | Likes Like |Link to Comment
  • Intel Optics: Too Late Entering The Data Center Game?  [View article]
    Author - Based on the long-term challenge faced by Intel's x86 architecture in PCs and the data center, I consider INTC a sell.

    Now that's going way out on a limb isn't it? How about selling 1 AAPL and buying 3 INTC?
    Feb 2, 2016. 05:54 PM | 6 Likes Like |Link to Comment
  • Reports: Apple testing dual-lens camera modules, plans March 15 iPhone/iPad event  [View news story]
    iPhone 7, 8, 9, 10 coming soon!
    Feb 2, 2016. 01:46 PM | 3 Likes Like |Link to Comment
  • Microsoft Azure Stack: New Release Marks Turning Point In Cloud-Computing Market  [View article]
    Forward PE is closer to 17!
    Feb 2, 2016. 01:44 PM | 4 Likes Like |Link to Comment
  • Microsoft Azure Stack: New Release Marks Turning Point In Cloud-Computing Market  [View article]
    Interesting article. MAS, regardless of API vs. cloud/mobile first, provides a huge opportunity for many small to large enterprises to adopt the latest data center technology stacks and leaving the capital intensive investment to Microsoft. It's pretty amazing that almost any organization or even an individual can experience the latest IT buy renting an instance of MAS. This will allow real innovators and thinkers to change everything!
    Feb 2, 2016. 12:09 PM | 1 Like Like |Link to Comment
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