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techy46

techy46
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  • Why Krzanich's Intel Has Become Interesting [View article]
    It's the same approach IBM used in Asia in the 1970s and 1980s when they dumped IBM 1401's in Asia and sold new IBM 360 in EU and US. However, this time Intel knows that Intel China will easily be bigger then Intel US and may even innovate more IP that could ultimately be owned by the Chinese not the US. The same goes for Microsoft China! The next big thing out of AI, robotics or VR could easily be invented in Asia.
    May 29, 2015. 03:17 PM | Likes Like |Link to Comment
  • Why Krzanich's Intel Has Become Interesting [View article]
    Dana's not shorting but WS shorts INTC because of it's quarterly and seasonal volatility and WS's obsession with the PC's Dead thesis. Luckily, the PC's being reinvented for the 5th time by Android and Windows device makers
    May 29, 2015. 03:12 PM | Likes Like |Link to Comment
  • NY Post: Intel nears $15B deal for Altera [View news story]
    I wish I could get $54 PS for my INTC which is worth more then ALTR!!!!!!
    May 29, 2015. 10:01 AM | 2 Likes Like |Link to Comment
  • NY Post: Intel nears $15B deal for Altera [View news story]
    And ALTR stockholders!!!!
    May 29, 2015. 09:59 AM | Likes Like |Link to Comment
  • NY Post: Intel nears $15B deal for Altera [View news story]
    Hopefully Intel's management knows more then we do!!!!!
    May 29, 2015. 09:58 AM | 2 Likes Like |Link to Comment
  • Intel Should Buy Altera And Then You Should Buy Intel [View article]
    Before the Intel rumors started ALTR was around $34 PS and that's what it's worth. If rumors that Intel wanted to buy my house lifted its price by 50% I'd probably sell it.
    May 29, 2015. 12:23 AM | Likes Like |Link to Comment
  • Intel Should Buy Altera And Then You Should Buy Intel [View article]
    Author •At $54/share it is not wildly expensive and can be reasonably funded.

    $54/share is way too expensive when Intel can just do business at arm's length - pun intended! There's no rational reason for Intel to pay more the $30 PS or do an outright stock swap with ALTR shareholders 1 for 1.
    May 28, 2015. 06:08 PM | 8 Likes Like |Link to Comment
  • Will Apple CarPlay And Android Auto Decide Your Next Car Purchase? [View article]
    No way Android or Apple will decide my next car purchase. I just bought a new 2015 Lexus RX350 without the entertainment and navigation system which would've cost over $4,000. Most navigation systems are a pain in the butt for people that know where they are and are going. All I want from a car is Bluetooth connectivity and USB ports for my mobile devices. It would be nice if the screen from my smart phone would wirelessly stream to my cars screen too but that's not a deal breaker. There no way a entertainment network in a car is worth the $2000-5000 that they're charging. The potential maintenance and obsolescence will also be astronomical down the rod. It's much better to get a really good car that connects with your mobile PC be it an all-in-1, smart phone or tablet.
    May 28, 2015. 04:56 PM | 3 Likes Like |Link to Comment
  • Did Intel Destroy The 'Windows 10 Pent-Up Demand' Thesis? [View article]
    Bruce, $40 by Jan 2016, $50 by Jan 2017 ;) LOL
    May 28, 2015. 12:17 PM | 1 Like Like |Link to Comment
  • Did Intel Destroy The 'Windows 10 Pent-Up Demand' Thesis? [View article]
    Windows 10 will be a big deal because it will run on all devices including all-in-1's, desktops, notebooks, smart phones, tablets and even gaming consoles. That's a huge deal when there's 1.5 billion Windows users and Windows apps will run all devices. Azure services for consuemrs and enterprises is also a huge deal! I can use Xbox Music on all my Windows devices with my music collection stored in Microsoft's cloud. That makes the iPod an obsolete device! Yes, they may be too late to dominate the consumer but even 2nd with the consumer coupled with 1st in the enterprise is a huge deal!
    May 28, 2015. 12:16 PM | 1 Like Like |Link to Comment
  • Did Intel Destroy The 'Windows 10 Pent-Up Demand' Thesis? [View article]
    rickeespal,

    Perfect anti-Microsoft rhetoric supported by a complete lack of knowledge. You seem to have missed Microsoft's enterprise data center push and recent Azure cloud success with the same building blocks. I guess there's not much there from a consumers point of view but I do think the latest numbers suggest that Windows 7 shipped somewhere around 600 million. Windows 8 at about 150 million was really a touch screen release that much like Vista a lost of consumers did not understand. Go luck with Linux it's pretty good share ware if you're a techy.
    May 28, 2015. 12:10 PM | Likes Like |Link to Comment
  • Did Intel Destroy The 'Windows 10 Pent-Up Demand' Thesis? [View article]
    Or buy long term calls with low time values like INTC Jan 2017 $25's for $9.65 or $0.69 time value while you get 19 months of potential appreciation.
    May 28, 2015. 12:05 PM | Likes Like |Link to Comment
  • Did Intel Destroy The 'Windows 10 Pent-Up Demand' Thesis? [View article]
    The average user is a myth that does not exist!
    May 28, 2015. 12:02 PM | Likes Like |Link to Comment
  • Did Intel Destroy The 'Windows 10 Pent-Up Demand' Thesis? [View article]
    Steve: Yes sir, they, analysts and commentators, are still trolling for news to support the PC's and Wintel are Dead. Everyone that doesn't live in a cave knows that the PC's being reinvented for about the 5th time and why would Intel or Microsoft set expectations higher. I think Microsoft's Build 2015 pretty well set the stage. Next, we'll see what Microsoft announces at E3 about gaming and Xbox. We've already got news about SkyLake iCore and Xeon products. When Windows 10 ships they'll definitely be a slew of Lumia and Surface announcements going into Fall 2015.
    May 28, 2015. 12:00 PM | 1 Like Like |Link to Comment
  • Intel-Powered Dual-OS Windows/Android Smartphones Are Coming [View article]
    trader_xx, I am not an advocate of dual OS devices although it might be fun and interesting as a techy to have an economical 10" all-in-1 Android Windows 10 dual boot device with Intel's x5 or x7 Inside just for comparisons sake. I am much more in favor of Microsoft's Windows 10 Continuum approach using a Lumia 950 with Intel Inside as a dual device. smart phone and PC that can wirelessly connect to larger screens and keyboards and automatically adjust screen objects to maximize use of screen real estate. I've already got an Asus T100 10" all-in-1 that connects wirelessly with 40" HDTV using Microsoft Wireless Digital Adapter ($60). It's really cool for sharing content and playing music collection from One Drive using Xbox Music. Amazing how hundreds of albums and thousands of songs from cloud on all my Windows devices can entertain!
    May 28, 2015. 11:03 AM | 2 Likes Like |Link to Comment
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