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bilton

bilton
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  • The Turnaround Accelerates For AMD [View article]
    "This is so misleading it's difficult to believe it's not intentional"

    Kind of emotional there. You used this phrase several times in just this one comment. Are you saying that the established game reporting organization NPD has some nefarious reason for showing this information? That would be like saying Gartner and IDC have it in for PCs. All I am doing is providing the data from establsihed sources that have been tracking the "same dataset" for years. And then I relate my own experience. Here's another one. As my profile says, I am a trader. I don't have any position in any of these companies. I had one in $INTC for a couple of weeks last year when an earnings scalp went the wrong way but that is the extent of my ownership.

    "Current gen consoles are end-of-life, of course hardware an software sales are falling … check out how Nvidia and AMD's graphic division are doing if you want the correct numbers

    This may be true but taking manufacturer sales and trying to equate them to retail is folly. These graphics chips are being used in all sorts of "display" devices. NVidia and AMD ATI chips go into almost all PCs, gaming consoles and portables, mobile devices, and many more. Unless you have specific evidence that game consoles are all the graphics divisions make then you are just speculating. When the next gen console sales come out in the next several months. then we will see what is what. Maybe you'll believe this Sept 2012 article from game industry.biz:

    http://bit.ly/YX3u3C

    "Importantly, Mobile Gamers now represent the largest gamer segment, ahead of Core Gamers, which was the largest segment in 2011. NPD also said that the Family+Kid gamers segment experienced the most significant decline of an estimated 17.4 million gamers."

    You can't have it both ways. I am sure you were cheering NPD reports in 2006/2007/2008 as the console gaming industry grew month after month. In tech, something always comes along that changes consumer opinion. In 2005/2006, it was the current generation of multi-cell processor game consoles being favored over PCs. Now it is mobile tablets and phones being favored over consoles and PCs. You can say my information is intentionally misleading all you want but I can keep providing more and more data that shows it is not. This is what happens when you marry old 20th century tech companies rather than move with the changing tide. You accuse people of trying to mislead you when all you have to do is open your eyes to see the truth.
    Apr 25 09:57 PM | Likes Like |Link to Comment
  • Grab A 15% Yield From This Undervalued Dow Dividend Stock [View article]
    "I have some issues with your statement that not writing covered calls is throwing money away."

    It depends on if you want to marry the "potential stock appreciation" for the long term and collect the dividend bones that the company throws you OR set your own entry/exit targets by selling puts for entry and calls for exit. It's kind of like Buffett waiting for his value price only here you get paid to wait in both directions. At the same time, you are reducing your derived basis for the instrument. I used to think buy and hope was the way to go. I still have price losers I have held for years where all the premium I sold (often strangles) has made them actual winners. Point is direction is irrelevant when you are making income by selling premium. The key is to pick the right instruments which have good premium and not just because you "like" the company, industry, or whatever. I leave the emotion out of it. Be the "house" not one of the suckers who just plays the game thinking the fundamental odds are in their favor. We all know admiration can turn to doubt when key people, execution, or philosophy of a company change.
    Apr 25 02:23 PM | Likes Like |Link to Comment
  • Grab A 15% Yield From This Undervalued Dow Dividend Stock [View article]
    Nice to see an article that discusses how to make more money than buy/hold invest & collect a dividend. The comments like "misleading title" indicate it is way over the head of the average investor. They don't understand that selling a put is the same as being long the stock but you get paid until the stock hits your price. They don't understand that it is throwing money away not to sell covered calls. Unless the stock has a vastly undervalued price, the first thing an investor seeking yield show consider is how rich the option premium is. Collecting $2/share/month is always a better yield than 10 or 20 cent per month dividend. It's easy. If you like the stock, don't buy it. Sell a put at the price you want to pay. If you own the stock, sell a call at the price you are willing to sell your shares. You will make much more than by just owning the stock.

    And while we're at it, why are we still talking about individual stocks when there are so many low cost exchange traded instruments which have options and dividends. The new century provides so many opportunities for the average investor to diversify with less risk than the old choose a company and hope it works out. Now you can have commodities, bonds, international, whatever in your portfolio without paying an active manager for the mix.
    Apr 21 06:44 PM | 2 Likes Like |Link to Comment
  • Google Values Vringo At $200 Billion [View article]
    "VRNG is not a troll in this case. The inventor of the patent works for them. … However that can go too far and along with an ego problem can be very counter productive to Google. It is events like this that are the genesis of the downfall of arrogant, and egocentrically challenged companies."

    That's pretty funny. You think a little troll "ringtone maker" like VRNG can take down a think tank like $GOOG which has more talent in its bottom 5% than "the inventor" and all the lawyers that comprise the entirety of Vringo. You are hope dreaming. And it is ludicrous when $GOOG or $MSFT could just buy on the open market 50% of the shares for less than a quarter to a half billion. Would be easy to do since most shares are held by weak retail investors. They just don't want to waste the money. Most people here really need to learn some math and share dynamics before throwing money into the markets.
    Apr 21 03:44 PM | 1 Like Like |Link to Comment
  • Google Values Vringo At $200 Billion [View article]
    "Just trying to keep it balanced is all"

    Don't bother. Kevin claims to be a stock market trading (with emphasis on net gains, gross were higher) millionaire yet has no clue how institutional reporting occurs. These numbers are not due to the SEC until May 15. He is cherrypicking one early filing. They now own $3.5 million (1.5%) worth of $VRNG in a $480 billion BGI portfolio. Kind of like throwing a really small pebble into an ocean of liquidity. A trader should know that. Also, institutional ownership means nothing until all holders have reported for the quarter and then it is backward looking history. Institutional ownership as of last quarter was little more than 8% The fact is there is not one single holder willing to take a 5% or larger stake in this company. It would cost them less than $12.5 million. Hmmm. If they won't take the "chance", why would any investor risk their hard earned money. Better yet, ask yourself why Kevin doesn't own 5% or more here.
    Apr 21 02:35 PM | 2 Likes Like |Link to Comment
  • The Turnaround Accelerates For AMD [View article]
    "So, while there has been a lot of talk about the death of the PC, there are no signs of the imminent demise of the computer gaming industry. "

    Are you serious? The monthly NPD gaming numbers have been steadily going down for the same reason PC sales are declining: People are using mobile devices.

    http://bloom.bg/13nSX4A

    "Sales of packaged-game products are declining as more consumers download digital games on smartphones and tablets. Physical sales accounted for about 50 percent of total U.S. consumer spending on games, NPD said."

    I own a Wii and a PS3 and they haven't been used for two or three years. Did I buy a Wii U? Will I buy a new Playstation? NO. We do all our gaming on mobile except playing MMOs on Mac laptops. As more and more console/PC games are ported to tablets, both consoles and PCs will become more irrelevant. An example is the Enhanced Edition release of the D&D classic Baldurs Gate. It runs on Windows/Mac and iPad. It may not be full blown console gaming fare but it shows PC games can be ported to modern tablets. Also, bluetooth can be used to integrate multi-axis controllers as well as other I/O devices used in traditional console gaming.
    Apr 20 02:58 PM | Likes Like |Link to Comment
  • Advanced Micro Devices' 'Never Settle' Cost A Bundle [View article]
    Too much PC focused thinking. It is not competition from NVidia. The biggest player (you never heard of) in portable/mobile graphics space is:

    - Imagination Technologies' PowerVR.

    It is the GPU used in the iPhone/iPad Ax SoC, Samsung Galaxy, Sony Playstation Vita, and Intel's Atom SoC. In fact, Intel and Apple own over 25% of the shares. Look here to find all your favorite devices powered by Imagination Technologies GPU core in all the big manufacturers SoCs:

    http://bit.ly/ZFUnn1

    So, you don't see the latest Nokia or Blackberry products. They use the up-and-comer Qualcomm Adreno GPU in the more well known Snapdragon SoCs:

    http://bit.ly/UJAhZC)

    Coincidentally Qualcomm got the Adreno technology from AMD in 2008 when they sold off ATI's handheld division Imageon. At the same time, AMD sold off ATI's Xilleon set top video processors to Broadsoft. Look closely at the name Adreno and you will find the best known flagship ATI product name.

    So, basically AMD dumped the two future hot lines, mobile and streaming video and kept the legacy garbage. Just looking at these two lineups iy is hard to see how $AMD or $INTC will ever be able to compete in 21st century devices.
    Apr 20 02:10 PM | 1 Like Like |Link to Comment
  • Intel: Saying Goodbye To Paul Otellini [View article]
    "That is power consumption right there. You don't have a clue as to what you're talking about."

    Oh here we go again. Only this time its a skunkworks something or other. We can assume its not "the" SkunkWorks otherwise, you would not make such a lame statement. Just regurgitating what Jobs said in some speech does not mean you understand what it means. You see the word power. I see the science of power. There are a number of formulae which give the answers. Either read the comments history about this under my profile or look it up. Then get back to us. Looking at your comments you seem to be an intelligent politically motivated person with an obsession with Intel. Maybe it clouds your judgment when you make comments here.
    Apr 16 02:28 AM | Likes Like |Link to Comment
  • Nokia, Blackberry And The 'Rest' [View article]
    "I am active on both stocks for the volatility and my positions change often"

    Spoken like someone who understands the game: You don't marry volatility. You trade it.
    Apr 14 06:09 PM | 1 Like Like |Link to Comment
  • Intel: Saying Goodbye To Paul Otellini [View article]
    "Steve Jobs knew better than you do why he switched Apple to Intel"

    That's what he said publicly. I know it was about 3GHz but why the move to allow Mac computers to run Windows outside of OS X? Was that an afterthought? Apple has never done that type of thinking. Let's look at the top of this roadmap again:

    2004 - iTunes becomes available on Windows 2000 & XP
    2005 - video iPod released
    2006 - Mac switches from Motorola/IBM Power PC to Intel
    2006 - Bootcamp went to beta
    2006 - Parallels for Mac released

    Oh, look the same year the switch was made from Motorola/IBM to Intel, they embraced Windows via Bootcamp and third party application, Parallels. Hmmm. What could that mean? "Well boys since we're goin to Intel weez mighta oughta goes aheads and lets people runs thems Windows while weez at it." Do you see how stupid that sounds. Jobs was never a one dimensional thinker. Look at NeXT and Pixar. He always looked at the Art and the Science and how to meld them together. He clearly had bigger fish to fry than GHz targets.

    The sacrifice in this quest by Jobs was the heat generated by Intel processors. Those of us who used pre-Intel Macs immediately saw the difference. We had to go out and buy cooling pads for our MacBooks. We never had to do anything but open the lid and use the PowerPC laptops.
    Apr 14 04:19 PM | Likes Like |Link to Comment
  • Should Intel Sell Its Own Phones? [View article]
    Yep, you look at our modern life and Tesla's inventions are all around us everyday but the general public just knows him for all his "crazy" lightning displays.
    Apr 14 03:24 PM | Likes Like |Link to Comment
  • Intel: Saying Goodbye To Paul Otellini [View article]
    "He dealt successfully with the "difficult" Steve Jobs"

    Hmmm, seems to be revisionist history. Jobs wanted to switch to the Intel architecture in order to break the WinTel monopoly. How else do you get switchers to move to another system. It was all part of the grand plan to create an ecosystem. If you take your admiration blinders off you can clearly see it:

    2004 - iTunes becomes available on Windows 2000 & XP
    2005 - video iPod released
    2006 - Mac switches from Motorola/IBM Power PC to Intel
    2006 - Bootcamp went to beta
    2006 - Parallels for Mac released
    2008 - iPhone and iPod Touch become app computers after being only available through jailbreak since 2007
    2010 - iPad makes app computers into tablets
    2011 - WinTel PC sales start to fall
    2013 - WinTel PC sales fall most since tracking started in 1994. Leader HP sees 24% drop YoY

    So, Otellini was used as a pawn by Steve Jobs to break the grip of WinTel.
    Apr 11 10:22 PM | Likes Like |Link to Comment
  • Should Intel Sell Its Own Phones? [View article]
    "Seriously? Ohm's Law? "

    Another player enters the ring. It was a joke for the PHD EE because "performance" is thrown around like confetti. It means nothing without context. Is a 3GHz processor more "powerful" or "higher performance" than a 100MHz? Who knows. Theoretically, the answer is yes but practically it's a chip on an island until someone puts it into an application. The conductivity between the processor wires and the clock control, I/O, power, etc.. may be very inefficient. So, what is the "real world" performance of the device?

    Resistive heat generation is my point. Someday as efficiency improves the electric car may be faster than a top fuel dragster. Will it run as hot as the liquid fuel metal against metal pumping machine? The answer is already obvious. One has very low conversion efficiency compared to the other. But which is which? So, what does performance mean?
    Apr 11 12:52 PM | Likes Like |Link to Comment
  • Facebook Home: The Trojan Horse That Threatens Apple, Google, And More? [View article]
    Not sure why they feel the need to "take over" the home and lock screens. All they really needed to do was redesign the Facebook app for all mobile operating systems to look like Home. I think many users will be annoyed by the receive/reply to texts in any app. When I'm in twitter, I don't want to deal with some other social media. When I am using a stock app as a quote monitor I don't want some social media distraction. Do people watching video really want to be alerted to some friend's update? Should be interesting to see how this plays out.
    Apr 11 12:53 AM | Likes Like |Link to Comment
  • Facebook Home: The Trojan Horse That Threatens Apple, Google, And More? [View article]
    That's the beauty of mobile apps. A developer can't come in and rip out part of the owner's content because it is a closed environment. It would be like in the old PC world using an API to remove part of MS Office or Adobe Photoshop. Web browsers like Mozilla have spoiled people to tailor content to their own taste. I find the ads in mobile apps to be annoying but not enough to stop using those apps. They are much better and easier to use than the browser versions. Don't expect mobile apps to have ad blockers or plug-in type control. They are real compiled apps not web browsers where the text that creates the page can be intercepted and modified.
    Apr 11 12:32 AM | Likes Like |Link to Comment
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