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  • So Far, It's The 'Year Of The Dog!' [View article]
    I keep a copy of your November 13, 2013 article "Secular Bull and Bear Markets" on my desk at all times. Could you update the chart for the current year and publish it again? It is the BEST way to track the macro picture! keeps me calm. :)
    The charts in this article are also excellent. Several traders I follow have been recommending the GDX for this year's beginning and I have been thoroughly surprised at how it has worked.
    Thank you for this overview. I always look forward to your articles.
    Feb 14 10:04 AM | Likes Like |Link to Comment
  • No Matter What The Unemployment Rate, The Fed Will Have To Taper [View article]
    Excellent article and great topic! I agree and now understand how policy would counter "administration's" better angels. Thank you for writing it!
    Sep 8 10:37 PM | Likes Like |Link to Comment
  • Microsoft Is Shooting Itself In The Foot By Acquiring Nokia [View article]
    Schmarvin & Getgi - I believe this IS the MS strategy. Think IBM as an enterprise services prototype for MS and the recent Lumia sales success: Delta Airlines. Delta putting all enterprise apps on 19k MS help them increase sales to customers/passengers. Think other businesses might like to get in on this?

    Also here's a wildass idea: MS not going Google or Apple. No, think IBM. Bill Gates and Warren Buffett are friends and admire each other. Warren bought IBM stock (first tech purchase) after he bought the Burlington Northern railroad. Why? Because he discovered 'the deep moat' relationship between IBM and BN. IBM customer relationships are legendary--hdw and services are unmatched and unbreakable. This is where I believe MS is deliberately headed. Nobody can touch 'em in the Enterprise. Forget this BYOD crap. If an Enterprise like Delta sees a way to make more money thru MS secure mobile hdw & sw, do you think they'll be a model for others that use MS for their business?

    I do not own any stock in any of these cos.
    Sep 5 07:29 AM | Likes Like |Link to Comment
  • Accelrys: Is Now The Time To Buy This Niche Company? [View article]
    Thank you for the article. It caught my attention when featured under "Insider Buys" on one of SA's newsletters. I am adding it to my watch list and will do much more investigation. Very interesting story.
    Sep 2 08:48 PM | 1 Like Like |Link to Comment
  • Recent Adduplex Data Suggest Nokia Sold Over 2 Million Lumia 520s In July [View article]
    I agree. Another good market-share-first example [don't know if B-school still uses it] is the invasion of the Japanese auto industry into the US market. Besides failing quality in the Big 3 US automakers, Japan offered great cars at lower prices for a considerable time - thus increasing share substantially. And, now you have high-end Lexi [yes, I know], Hondas, and Toyotas. I hope I am not the only one on SA that actually remembers that time. :) Good job, good article.
    Aug 16 08:11 PM | 8 Likes Like |Link to Comment
  • Apple, Google And Nokia: Why China Is Such A Slog [View article]
    BRAVO! <Applause> to @Same1234 and to Chandan. Long NOK.
    Aug 9 05:53 PM | 3 Likes Like |Link to Comment
  • Is Nokia Going Into The Camera Market? [View article]
    It is not a coincidence that Samsung is opening an R&D lab in Espoo to be near Nokia. They want to hire the prior workers from Nokia and figure out how to do what they do.
    Jul 25 10:32 PM | 1 Like Like |Link to Comment
  • Nokia (NOK +1.9%) has officially unveiled the Lumia 625. As expected, the phone contains a 4.7" display sporting a mere 800x480 resolution, a 5MP camera, 4G, and a dual-core, 1.2GHz., Qualcomm Snapdragon CPU. It'll arrive in Asia, Europe,and Latin America in Q3, and will sell for €220 ($290). Engadget found the 625's performance solid, but called its display "pretty disappointing."  It looks as if Nokia's goal here is to take on Chinese OEMs such as Huawei, ZTE, and Lenovo, who are doing brisk business in many markets (and pressuring Nokia's feature phone sales) by selling cheap, no-frills, Android phones, some of which pack large displays. (yesterday[View news story]
    I hope someone can do an article with maybe a pro forma bill of materials/COGS analysis on this 625. My guess is the selected display is very positive for margins. Consumer research would show that a "standard" display is excellent for emerging markets and that the "competitive edge" for these consumers goes to the "extra features" or " usability" of the phone instead. Reviewers of the phones do a disservice in not pointing that out.
    Jul 23 12:14 PM | Likes Like |Link to Comment
  • Microsoft's Earnings Report And Its Future - Part 2 [View article]
    I don't think it's the beginning of the end, but I sold at $36. Don't bet against the bears. Will wait and see.
    Jul 20 04:13 PM | Likes Like |Link to Comment
  • Microsoft Hopes Its New Plans Will Improve Its Stock And PC Sales [View article]
    I love my Surface tablet. So do the hundreds of commenters and buyers on Amazon and Best Buy web sites. I write notes in OneNote directly on the screen with the included pen; those around me in these meetings glance with envy at my Windows phone and tablet devices. Multiple friends and family have told me they can hardly wait until their Android contracts are up to switch to Windows devices.
    Long MSFT.
    Jul 10 03:34 PM | 1 Like Like |Link to Comment
  • Windows Phone Grows Modestly As Android Dominates [View article]
    Excellent comments by all here; good article. I have only two things to add. Yesterday it was noted in an Internet article [sorry, I don't have the reference] that Nokia has hired JWT [that is J. Walter Thompson -- huge and expensive and highly reputable consumer advertising firm] for its account. Wouldn't be surprised if MSFT had something to do with getting the two together [JWT doesn't ordinarily work with "small" accounts of NOK's size]. Second, I saw another report [Stats group I think?] that the "consumer" most attracted to/most likely to be buying windows phones is the young consumer [I don't remember the exact age range, but it encompassed the 18-24 year old]. This is terrific. These are the folks that are 80 million count [bigger than the baby boomers]. They are tech-savvy. They could be Windows PC/XBox gamers and really like the integration of WP8 with other form factors [tablets, xbox, pc's, etc]. And if you get them hooked, they are likely to be more loyal over the long run. [Not to mention, this is the group I see shopping in the Best Buy stores all the time.]
    Long NOK.
    Jul 10 03:15 PM | 1 Like Like |Link to Comment
  • Nokia To Buy All Of Nokia Siemens Networks [View article]
    I'm glad there's one NOK investor [I assume] relaxing. We've got a way to go yet; stock fell back again in US today. Sigh. We need some hard numbers & the 11 July launch.
    Jul 1 10:59 PM | Likes Like |Link to Comment
  • Market Outlook - Seasonal Calendar Trends In Play Here [View article]
    Thank you very much for this excellent breakdown of last week. I am a chart newbie, and I really appreciate the detail you used to describe the trends. I am also very grateful for your interpretations -- which seem very sound -- and the data to back them up. I particularly like the use of the Bollinger Bands to identify where support might be gathering. These are techniques that I can use beyond just this article. Thank you for showing us how to fish! well as how to think about the market action in an objective way. I know it may seem simple to some, but there is not enough of this objective analysis. I have become a follower, so keep these articles coming.
    Jul 1 06:49 PM | Likes Like |Link to Comment
  • "Nokia (NOK) has mostly nailed the design with the Lumia 925, but Windows Phone (MSFT) is holding it back," writes The Verge's Tom Warren while rating the phone 8.1/10. Warren likes the 925's aluminum build, performance, and low-light camera shots, but Windows Phone's app issues (not just in terms of availability, but also quality relative to similar iOS/Android apps) and missing features (reliable notifications, 1080p display support, etc.) remain a problem. Engadget's Mat Smith offers a similar take. Nokia exec Vesa Jutila admitted last month missing apps remains the "biggest complaint" of Lumia users; Microsoft is trying to address the problem by paying some developers $100K+ to build WP8 apps. [View news story]
    I have to speak up. My mom and I moved from feature phones to Lumia 822's this Spring. We love our Lumia phones! We do not miss "apps" -- mom plays games from Xbox downloads, and I have what I need - and love Skybox, Bloomberg, Accuweather, and live tiles of the photos I take of family outings.

    I seem to recall that 40% of those attracted to Windows Phone upgrade from feature phones. So - those nit-picky people comparing the phone to other smartphones, don't get it in my opinion. WP audience is not them. Give it a rest. Stop spoiling it for the rest of us.

    I would not own an iPhone or an Android for any incentive. Bland, dull, ugly, too simple, made for the technically illiterate. That is my opinion. You're stuck with it.
    Jun 16 09:26 PM | 9 Likes Like |Link to Comment
  • Intel's 14 Nanometer: Setting The Record Straight [View article]
    I have long believed the street folks were technically illiterate. Thank you for the first hand confirmation! I am so so not surprised.
    Jun 16 07:29 PM | Likes Like |Link to Comment