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techy46

techy46
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  • Dividends Don't Matter In Retirement Either [View article]
    Very simplistic opinion about investing. Dividends do matter both before and after retiring. I've made as much or more on dividends and interest over the last 10 years as I've made on appreciation. You should also preface to not include BDC, CEF, MLP or mREIT and REIT investments. FSC (NYSE:BDC) pays 10% and I could care less about appreciation, GDV (NYSEMKT:CEF) pays 5.5% and as generated appreciation equal to the S&P 500. An equity of paying increased dividends while also growing is a very good indicator of growth for shareholders sake and not just growth for growth's sakes.
    Jul 17, 2014. 12:05 PM | 26 Likes Like |Link to Comment
  • Update: Microsoft's Q2 Earnings Show That The Transition Is Gaining Momentum [View article]
    Forbes.com published your review on Microsoft Windows 10 last week and it was not Forbes viewpoint but your personal viewpoint. Your review was obviously based on US consumers view of enterprise technology vs. their love of consumer technology like Apple and Google. You actually panned commenter's that differed with your viewpoint saying they were members of Microsoft's installed base! So what installed base are you a fan of?
    Jan 26, 2015. 09:23 PM | 23 Likes Like |Link to Comment
  • Perspectives On Friday's Sell Off [View article]
    It's already a 4% correction for the Dow and a 3% correction for the S&P. Is this the 5% correction that would normally occur or will it turn into a 10% correct? I'm more inclined to think that earnings will not support the S&P PE so we're going to see a correction and then sideways into the end of next quarter while China and emerging markets stories play on. More of the same could easily turn into a Sell in May or earlier year. Watch out if Apple earnings disappoint!
    Jan 24, 2014. 05:43 PM | 23 Likes Like |Link to Comment
  • The Future Of Microsoft's Mobile Strategy [View article]
    That's because of your bias and prejudices?
    Nov 8, 2014. 11:46 AM | 21 Likes Like |Link to Comment
  • Intel's Fabs At The Crossroads [View article]
    Why would Intel want to have cannibalized their hugely profitable X86 Core products for PC's and servers to produce mobile SoC's prior to 2013 when the volume of SoC's for additional profits was nonexistent without having 3G/4G IP? It seems like Intel may have 10 and 7 nm tick tock figured out but time will tell.


    http://bit.ly/1FjvUu5
    Feb 23, 2015. 10:08 AM | 20 Likes Like |Link to Comment
  • Microsoft's Wearable Looks Like A Happy Meal Toy, However... [View article]
    Wow, if you're going to write a diatribe why not try to make it factual?

    "Then look at the FACT that MS's best operating system was developed over a decade ago. So, in the past 30 years they have done 2 things right: Office and a game controller. We are forced to use Windows on two machines at my office due to the software. It sees like every month, in the middle of a very complex process of entering data on our machines, MS downloads upgrades that disrupts the data entry process."

    Windows NT was developed in 1993 which was about 20 years after Unix, the father of Android, iOS, Linux and OSx, was developed. MS considered using Unix but did not want to be exposed to the copyright and patent dangers. In the past 30 years Microsoft has expanded their software product and service offerings to surpass all others. Microsoft Azure is now the premier cloud service. Microsoft is enterprise first, consumers last.

    If your Windows machines are updated in the middle of critical processes it's because someone is to ignorant to change the Windows Update Setting to not occur automatically on those 2 machines.
    Nov 10, 2014. 11:28 AM | 20 Likes Like |Link to Comment
  • Wall Street Breakfast: Amazon Punished After Massive Loss [View article]
    Deep Time - Also, a question: Why is a gun permit considered valid ID in Texas but a college student ID isn't?

    Maybe because college students in Texas do not have to be US residents and gun permit holders do have to be US residents? Typical liberal whining!
    Oct 24, 2014. 10:58 AM | 18 Likes Like |Link to Comment
  • Apple Pay - Nice But Not A Big Deal [View article]
    I thought Apple Pay was what Apple fans did each year to get their next phone?
    Sep 14, 2014. 12:56 AM | 18 Likes Like |Link to Comment
  • How Apple Will Foil Intel's Mobile Ambitions [View article]
    Author - •Apple mobile devices will then have decisive advantages in terms of speed, battery life and cost, as well as design and operating system, making Intel-based devices non-competitive.

    Nice try but pure conjecture. It's not a matter of IF but a matter of WHEN Samsung will have 14nm in production and who gets first shot at capacity. There's a lot of difference between the end of 2015 and the middle of 2016 and it's not just 6 months. Samsung's new FAB in SK will not be ready until 2017.

    Why will Apple's devices have decisive advantages in spped, battery and cost when they might be using 14nm FF a year after devices with Intel as using 14nm FF? Why will Apple's design and OS make Intel non-competitive when Intel's ODMs have the same designs and OS plus Windows 10 on all devices rather then Apple's fractured OS strategy?

    The author uses a lot of subjective adverb like "decisive advantages" but fail to offer any factual support. I agree that Apple have the advantage of lemmings buying last years designs and capabilities like 5 and 6" screens and 32Gb storage expansions at 100% inflated prices. That advantage will not fly in 2015.
    Oct 9, 2014. 11:26 AM | 17 Likes Like |Link to Comment
  • Why Nokia Will Go Higher [View article]
    Nokia's a $4-5 stock waiting for a good quarterly report demonstrating that their turnaround strategy of cutting the fat and relying in Microsoft's Windows Phone 8 software is working. If Nokia sells 3-5m Lumia's in Q4 2012 along with increased Asha sales and other divisions perform well then Nokia will become at $6-8 stock selling at $4-5. If the same progress is made in Q1 2013 and Nokia's mobile device product lines continue to improve and sell successfully then Nokia will have a really, really good 2013.
    Nov 26, 2012. 11:20 AM | 17 Likes Like |Link to Comment
  • Intel: A 'Buy' However You Look at It [View article]
    PC sales are actually going to increase at 10% and 14% for the next two years. Tablets sales are only going to equal 10% of PC sales and it's hard to judge how many are lost PC sales.

    If 40mil tablets ship in 2011 that's 10% of the projected 388mil PCs that'll ship; which are up 38 mil from 2010. If 60mil tablets ship in 2012, a 50% growth, that'll be 14% of the 440mil PCs that'll ship; up 52 mil from 2011. 100mil tables vs 828 mil PCs or 12% tablets. Growth in PCs (90 mil) equals 90% of the total tablet market by end of 2012. As Intel said at CES 2011, our hair isn't on fire! If Microsoft had 20% of tablets by end of 2012 or 20 mil units it would mean only 2% increase vs PC sales. The tablet market isn't going to be significant compared to the PC for at least 3-5 more years. Who cares about 40 or 60 million tablets for now. Maybe by 2013 or 2014 the numbers will be significant. All the quote analysts are just trying to drive up shares of tablet vendors because that's what they're long.
    Mar 4, 2011. 10:51 AM | 17 Likes Like |Link to Comment
  • Microsoft guides cautiously again, lowers spending forecast [View news story]
    Forbes did not review Windows 10 last weeks, Adam Hartung did the review and Forbes published it. I would not base my investment decisions on his article.
    Jan 26, 2015. 09:12 PM | 16 Likes Like |Link to Comment
  • Apple, Google Will Crush Microsoft Just As Amazon Did Best Buy [View article]
    I think Rocco's new iPhone 6 Plus got bent in his pants last night?
    Sep 24, 2014. 01:03 PM | 16 Likes Like |Link to Comment
  • Nokia: A Bad Situation Turning Worse [View article]
    Well, your article is full of generalizations, pessimism and half truths. Nokia's been downgraded to junk status, no, Nokia's bonds have been downgraded to less than investment grade. Investors would be better of waiting until end of Q3 or Q4 2012, no, the idea is to buy low and sell high, not to wait until it's recovered 50% before buying. Acquisition or bankruptcy for 2012 or 2014. Those are exact opposite outcomes so which is it? If it's acquisition backing up the truck to the loading dock might be a good move. The enterprise value is more than $6 billion less than the market cap. The market cap is currently 3.7 times $3 or $11b so you say the enterprise value is $5b. Nokia has about $4.5b cash net of debt and a ptent portfolio worth around $7b plus fixed assets of $1-2b. So Nokia's currently selling at or a little below book value.
    Jun 10, 2012. 08:54 AM | 15 Likes Like |Link to Comment
  • Should Retirees Invest In Financials? S&P 500 2015: Part 4B [View article]
    thomaswhite - Millennials and their parents could pay for their own childcare and eduction and quit asking everyine else to bare their burden. We could already saved $1 trillion in students loans and probably another $1 in child tax deuctions.
    Feb 2, 2015. 06:29 PM | 14 Likes Like |Link to Comment
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