Seeking Alpha

techy46

techy46
Send Message
View as an RSS Feed
View techy46's Comments BY TICKER:
Latest comments  |  Highest rated
  • Windows 10 Shaping Up To Be A Disaster For Microsoft Shareholders? [View article]
    Proceed_W/Caution - What would be wrong with Microsoft going to in house integration of hardware and software, other than they would have no more excuses?

    Microsoft's software is an open ecosystem that allows anybody to make devices that run Microsoft's Windows (client) and Windows Server (enterprise) for both consumers and enterprises at very competitive prices and varying features, quality and support. That has served both consumers and enterprises that can use and support the devices and software. Microsoft makes 60% GM with that business model. Selling devices is a lower margin business model for most devices manufacturers Apple being an exception. Microsoft's Surface product line demonstrates how much extra effort and expense is entail in making, selling and supporting the whole device. I as a Microsoft users for over 30 years are quite happy that I can buy devices from a variety of sources and provide my own support. I do not wish Microsoft to be the sole source of devices running the products nor do millions of other consumers and enterprises.
    Aug 27, 2015. 11:52 PM | Likes Like |Link to Comment
  • Oil skies 10% as Venezuela reportedly asks for emergency OPEC meeting [View news story]
    If the Saudis are as smart, no pun intended, as they are supposed to be then they should have the meeting and give the market some uncertainty to digest. An unsettled market sets prices much better then a overly predictable market.
    Aug 27, 2015. 03:45 PM | 6 Likes Like |Link to Comment
  • Oil skies 10% as Venezuela reportedly asks for emergency OPEC meeting [View news story]
    It would make perfect sense that OPEC would cut production by a 1-2 mbpd if oil prices are truly at a low just to test the market. Why not they really have nothing to lose and a lot to gain?
    Aug 27, 2015. 03:43 PM | 3 Likes Like |Link to Comment
  • Pump And Dump? [View article]
    Oil prices (futures) are based on a very narrow margin between supply and demand. Those prices can change very quickly based on economics of production and other surrounding events and issues. What goes up, goes down and eventually reverses. Buy low and wait to sell high!
    Aug 27, 2015. 03:40 PM | Likes Like |Link to Comment
  • Intel Developer Forum: What Investors Should Know [View article]
    @Vlad

    So it's a $70 device with what $25 worth of parts meaning that Atom x3 3G costs $5-7? Does Intel get $0.40 or $0.80 per chip? I doubt they pay Rockchip as per this article! I wonder if they'll sell a W10 device for $90?

    http://bit.ly/1MR4cuC

    It could definitely make Rockchip and Spreadtrum Atom x3 LTE consumers in 2016 which is all good and well.
    Aug 27, 2015. 03:02 PM | Likes Like |Link to Comment
  • Apple confirms event for Sept. 9 [View news story]
    Maybe Apple's switching to Cortana on 9/9!
    Aug 27, 2015. 01:16 PM | 4 Likes Like |Link to Comment
  • Why Skylake Is A Future Earnings Catalyst For Intel [View article]
    Interesting article but it's the 40% GPU improvement, increased features like Real Sense and lower prices that will drive Skylake mobile device sales especially all-in-1's (AIO) with gaming just being another plus. Let's wait and see how the Skylake i3, i5 and i7 SKU's look when they're announced next week at IFA 9/4-9. There will be plenty testing results that will follow.
    Aug 27, 2015. 12:30 PM | 5 Likes Like |Link to Comment
  • Intrinsic Valuation Of The S&P 500 [View article]
    Ok, great analysis. Now which 125 of the S&P 500 should go down 20%, which 125 should go up 20% and which 250 should stay right where they are now? I vote for my 10 going up 20% and don't care about the other 490!
    Aug 27, 2015. 12:23 PM | Likes Like |Link to Comment
  • Shanghai Surprise Pops China 5%: Is Everything Awesome Again? [View article]
    China is going to take a page or two from the FED 101 and 201 How to Inflate Assets Manual. First, you slowly or quickly lower rates from 5% down to as low as you need to go. Next, you start pumping liquidity into the economy at about $80-100 yuan a month using US Treasuries as your collateral. That will all take a couple of years but so what, it's all monopoly money anyway!
    Aug 27, 2015. 11:56 AM | Likes Like |Link to Comment
  • Shanghai Surprise Pops China 5%: Is Everything Awesome Again? [View article]
    And the US is what?
    Aug 27, 2015. 11:52 AM | 2 Likes Like |Link to Comment
  • How To Catch A Falling Knife [View article]
    Grab it by the handle!
    Aug 27, 2015. 11:50 AM | Likes Like |Link to Comment
  • Intel Developer Forum: What Investors Should Know [View article]
    $280 for a 12" 32GB Intel Atom x5 AIO (all-in-1) running Windows 10!

    http://bit.ly/1JolI7f
    Aug 27, 2015. 10:55 AM | Likes Like |Link to Comment
  • Intel Developer Forum: What Investors Should Know [View article]
    Yes, but 7" X86 devices for $70! That's crazy! That's going to kill a whole bunch of players that do not sell higher end chips and devices!
    Aug 26, 2015. 07:50 PM | Likes Like |Link to Comment
  • Rate hike expectations: Come back in 2016 [View news story]
    How about 1/32 of a point!
    Aug 26, 2015. 07:38 PM | 1 Like Like |Link to Comment
  • Normal Valuations Are The Real Worry, Not China [View article]
    Author •What investors should worry about is markets reaching normative valuations within the next few years as interest rates slowly move higher.

    Agree, that's good advice. Slightly higher rates do not mean lower equities!
    Aug 26, 2015. 05:06 PM | Likes Like |Link to Comment
COMMENTS STATS
8,343 Comments
13,288 Likes