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  • Dana Blankenhorn: Why Your Money Should Be On Tech In 2015 [View article]
    Excellent article. Public and private clouds, data centers facing consumers and workers, are being provided by the IT enterprises that have the technological IP and capital resources required to offer the computing and bandwidth across all geographical and technological boundaries. The most successful cloud providers like Amazon, Google and Microsoft will become computing utilities that others use to offer content and services to the worlds masses. Selecting a provider that offers hardware and consulting like HPQ, IBM and even Oracle and building your own clouds is no longer economically feasible for any except the very largest considering the ala carte offerings from Amazon, Google and Microsoft. Apple can use their lead in consumer devices and their limited consumer cloud to compete the big three but they've waited too long to really offer enterprise cloud services and have virtually no enterprise IT ecosystem. Long INTC and MSFT.
    Jan 2, 2015. 10:41 AM | 1 Like Like |Link to Comment
  • The Oil Price Decline: No Conspiracy Theories Need Apply [View article]
    Understand but why don't all producers cut production by 2% and drive prices up 30-40% instead of selling more at 50% less?
    Jan 1, 2015. 04:39 PM | Likes Like |Link to Comment
  • The Oil Price Decline: No Conspiracy Theories Need Apply [View article]
    Oh come on all the producers just need to cut production by 2.2% and the price of oil will go up 20-30% which is the best deal for everybody except the consumers.
    Jan 1, 2015. 11:08 AM | 2 Likes Like |Link to Comment
  • Estimating The "Fair Price" Of Oil [View article]
    So if we have a 2 mbpd glut with demand at 90 mbpd then either demand or supply needs to change by 2.2%. That means the Saudi need to announce that they are going to cut production by 198,000 bpd, 2.2% of 9 mbpd, and see if anyone or everyone else wants to join in to drive prices back up 20-30%. That seems like a really good move to me. Maybe Russia should announce a production cut or how about BP, ConocoPhillips or Exxon? I can see Obama or the new DOJ or EUC chief fool jumping up and down saying that's not legal.
    Jan 1, 2015. 11:04 AM | Likes Like |Link to Comment
  • Intel: $100 Windows 8.1 Smart TV Dongles Are Now Available [View article]
    Meego Pad further demonstrates that the PC's is Not Dead but is now available as a smart phone, tablet or TV. The Meego Pad also has a microSD reader to expand storage beyond initial 16Gb 32-80Gb. It would be nice if it included Miracast option to eliminate buying a separate Miracast Dongle to show content from other PC's on your TV. Intel's starting to show that OS agnostic devices are going to be huge and Microsoft's OS agnostic cloud and mobile apps will do the same. Long INTC and MSFT.
    Jan 1, 2015. 10:52 AM | 3 Likes Like |Link to Comment
  • Can Microsoft's Windows 10 Oust Google Or Apple? [View article]
    Green Elmo - Nokia Windows 8 smartphones thus far have been crummy hardware products.

    You've obviously never used a Lumia 830, 930 or 1520. They all can match anything Apple has and have better cameras, microSD storage and wireless charging. I notice Apple finally made a bigger and more colorful phone but still lacks microSD while gauging consumers $100 for 16Gb.
    Dec 31, 2014. 08:57 PM | 1 Like Like |Link to Comment
  • Can Microsoft's Windows 10 Oust Google Or Apple? [View article]
    So just what software products does Apple sell to enterprises?
    Dec 31, 2014. 06:54 PM | Likes Like |Link to Comment
  • Can Microsoft's Windows 10 Oust Google Or Apple? [View article]
    Anyoption - Apple's makes consumer gadgets and a few nice notebooks and sells no software to enterprises.
    Dec 31, 2014. 06:53 PM | 1 Like Like |Link to Comment
  • Can Microsoft's Windows 10 Oust Google Or Apple? [View article]
    Apple a software behemoth? How much revenue does Apple generate from their own software?
    Dec 31, 2014. 06:51 PM | 1 Like Like |Link to Comment
  • 2015 Will Be Apple's Year: Raising Price Target To $174 [View article]
    Agree, sooner or later reality of consumerism will catch up with Apple.
    Dec 31, 2014. 11:46 AM | 2 Likes Like |Link to Comment
  • Can Microsoft's Windows 10 Oust Google Or Apple? [View article]
    Author • Microsoft has not generated much consumer interest in non-PC devices

    Microsoft has done a pretty good job with all-in-1 like Asus T100 and Surface 1-3 and low end tablets running Windows 8/8.1. Microsoft smart phones selling 40 million a year is now a multi-billion revenue generator and will continue to grow from the bottom up. Microsoft will benefit greatly from their push into open source offering Azure, Office 365 and other products like their new Spartan browser across multiple platforms. Intel's new 14nm chips combined with Windows 10 should create some very competitive devices across all forms and sizes by the Fall of 2015.

    Microsoft does not really need to oust Apple or Google! Microsoft only needs to offer competitive and innovative cloud and mobile devices and services like Azure, Lumia, Office 365, Surface and slowly add the next 1 billion users to the existing 1 billion users over the next 10 years. Two billion Microsoft users by 2024 would generate a nice $140-180 billion in revenue.
    Dec 31, 2014. 11:19 AM | 5 Likes Like |Link to Comment
  • Intel's $50 Price Target Is Quite Plausible [View article]
    Nice article but I think $50 PS for 2015 is too optimistic but not out of reason by end of 2016 if Intel achieves goals and objectives with 14nm and 22nm SoFIA and 10nm stays on schedule. We're very likely to get a fairly good market correction in 2015 as everyone anticipates rate increases and many start to build cash positions for same while taking profits off the table. I'm already look at cutting back on $27 and $30 2015 LEAPS and moving farther out to 2016 and 2017 at $30-32 on pull backs.
    Dec 30, 2014. 10:42 AM | 1 Like Like |Link to Comment
  • Intel's $50 Price Target Is Quite Plausible [View article]
    INTC LEAP investing has been very lucrative for the last 18-24 months. Same goes for MSFT. The PC's not dead but now includes smart phones and tablets with Intel Inside ands some running Windows 8 and soon more running Windows 10. Thank you Android and Apple for inventing them.
    Dec 30, 2014. 10:32 AM | 3 Likes Like |Link to Comment
  • Intel Will Have Another Amazing Year In 2015 [View article]
    Nice article. It will be interesting to see what's announced at CES 2015 next week in Las Vegas. There's all kinds of rumors as usual but I think we may some things that move Intel like smart phones and tablets. After that we get Intel's earnings then Microsoft's earnings and finally the next Windows 10 Preview. I've been moving out of INTC $30 Jan LEAPS and lightening up on July $30 LEAPS and strengthening position in Jan 2016 and 2017 $32 LEAPS. Hey, if it doubles spilt to a further out higher strike and move on.
    Dec 29, 2014. 06:44 PM | 2 Likes Like |Link to Comment
  • One Account Banking [View article]
    One account anything isn't really a good idea. I've got multiple bank and brokerage accounts to take advantage of the different deals and functions each offer better then others. Same goes for credit cards. I've got one card just for internet purchases and it's been comprised several times and they replace it with a new number each time. Same goes for gas purchases since buying gasoline can often comprise your credit card. I keep auto payments on one card and never use it for anything else since it's a pain to set up. I ever want one enterprise to have an outage or other sort of event that interrupts my life. Home Depot's data breach caused Well's Fargo to reissue my credit card I use for daily activity. I never use a debit card or link any incoming auto payments to my bank accounts. Always use bill pay but with my review and approval before payments sent.
    Dec 26, 2014. 02:28 PM | 2 Likes Like |Link to Comment