"We anticipate the worst 2H for PC sales since inception," says Citi's Gen Yeung, responding to Intel's (INTC -3.5%) Q3 warning. Yeung and many others have been raising alarm bells about PC demand in advance of Windows 8's (MSFT -1.8%) Oct. 26 consumer launch. FBR notes PC and storage inventories are at elevated levels, and Longbow believes Intel is seeing an inventory correction related to soft ultrabook uptake. The Intel Developer Forum kicks off on Tuesday. [View news story]
As I understand it, Apple still has little presence in the Enterprise. Win 8 tablets could be a big hit here.
A Whimper: What Is All The Calm About? [View article]
Is it possible that US money via the IMF is now entering to pick up where German money left off? If so, is it possible that this is another attempt to kick the can down the road, at least until December?
BYD Company: Warren Buffett's Motorola [View article]
Once in a while I visit Costa Rica. When there a few years ago I saw 2 models of BYD cars in the San Pedro Mall. At that time I thought I would see more of them on the street in the future. I finally saw one the other day, parked with a Budget rental car sign on it. It was about the size of a Toyota Yaris and looked good. While BYD autos have been available in Costa Rica for a few years, they seem not to be able to gain much traction with the consumers. Toyota and Hyundais seem to do well. On a recent trip I saw a few more new Kias and quite a few new Suzuki Swifts. The Suzuki Swift 4 door seems to compete very well with the Toyota Yaris. Probably cheaper.
BYD Company: Warren Buffett's Motorola [View article]
My guess is that if Buffet had it to do over, he wouldn't. Just like some of the rest of us who are waiting and waiting to be bailed out. Also, there seems to be almost no market for a $40,000 + Volt and I doubt there is much more of a market for a $35,000 BYD. Gasoline prices would need to be very high and if you haven't noticed oil prices are trending down not up.
I am not sure I agree with the great strides in fuel efficient engines by Toyota and Honda. I could be wrong but it appears to me that they are setting on the hands. While Volkswagen, Hyundai, GM and others are introducing direct injection engines and in some cases coupling them with forced induction to significantly improve gas mileage, I am not aware of Toyota or Honda doing this. Of course they may have come to the conclusion that it is to their advantages to push hybrids rather than dramatically improving the efficiency of gasoline engines. As far as the consumer being the winner that remains to be seen. By pushing the cost of vehicles significantly higher some consumers will likely be priced out of the new car market permanently. Also for those who don't put many miles on their cars the cost of direct injection, forced induction, eight speed transmissions and expensive batteries will never be overcome by getting better fuel mileage. The consumer who drives the most stands the best chance of getting a good payback.
Sounds familiar. If you do not like the measurement don't measure or more simply lets through out the grading system. The problem would appear that then there is no incentive for achievement.
Mercedes Ben [View article]
"We anticipate the worst 2H for PC sales since inception," says Citi's Gen Yeung, responding to Intel's (INTC -3.5%) Q3 warning. Yeung and many others have been raising alarm bells about PC demand in advance of Windows 8's (MSFT -1.8%) Oct. 26 consumer launch. FBR notes PC and storage inventories are at elevated levels, and Longbow believes Intel is seeing an inventory correction related to soft ultrabook uptake. The Intel Developer Forum kicks off on Tuesday. [View news story]
Intel's Q3 Revenue Miss: A Fire Sale For Long-Term Investors [View article]
The Low Volatility, Low Beta Anomaly [View article]
A Whimper: What Is All The Calm About? [View article]
BYD Company: Warren Buffett's Motorola [View article]
BYD Company: Warren Buffett's Motorola [View article]
New Mileage Standards: The Winners [View article]
As far as the consumer being the winner that remains to be seen. By pushing the cost of vehicles significantly higher some consumers will likely be priced out of the new car market permanently. Also for those who don't put many miles on their cars the cost of direct injection, forced induction, eight speed transmissions and expensive batteries will never be overcome by getting better fuel mileage. The consumer who drives the most stands the best chance of getting a good payback.
WSJ’s Holman Jenkins and liberal economist Robert Reich agree on something: Why are the rating agencies in charge of anything? The agencies "have decided to join the politicians in turning an artificial crisis into a real one," Jenkins writes. Reich takes it even further, saying the agencies helped create the debt mess. [View news story]
Why We See Gold Going Lower Long-Term [View article]
Top Gold Miners That Hedge Funds Love [View article]