Seeking Alpha

doggiecool

doggiecool
Send Message
View as an RSS Feed
View doggiecool's Comments BY TICKER:
Latest  |  Highest rated
  • Intel: My Take On The Intel Investor Meeting [View article]
    Whiteowl,
    3D is certainly a big deal. However, as I said, humans will drive the storage requirements of that technology.

    My comments towards Russ, were to address the 'moving storage physically closer to the CPU' assertion.

    Mass storage (non tier 0) will always be segregated from servers. The economics dictate it.

    Another issue not discussed is this.... Various technologies advance at different paces. CPU advances vs. Memory advances all occur at a different pace. Thus, can you imagine a 500,000 square foot data center loaded with last years 'nand + CPU' chip? Then suddenly nand capacities triple during the year. What now? That data center needs to replace everything. Currently, data centers have the option to upgrade servers independently of what storage devices their using.

    anyhow,
    Happy Thanksgiving everyone!!!!
    Nov 26, 2014. 04:01 PM | 2 Likes Like |Link to Comment
  • Intel: My Take On The Intel Investor Meeting [View article]
    my investment advice is to

    1.) Never have more than 4 stocks in you portfolio. If you do, stop picking stocks and dump it all into a mutual fund.
    2.) Do the opposite of what Goldman Sachs and Berstein says. Do what they're doing.
    3.) Try to enter a position at a yearly low.
    4.) Buy companies at the end of 'restructuring'
    5.) Buy companies that are in a near duopoly.
    6.) Ladder into your initial positions

    but the 2 most important things to master...

    7.) Accept the fact you may lose it all (Eliminates FEAR)
    8.) Know your EXIT points prior to entry (Eliminates GREED)
    9.) Use FEAR & GREED to your advantage.
    Nov 26, 2014. 12:19 PM | 7 Likes Like |Link to Comment
  • Intel: My Take On The Intel Investor Meeting [View article]
    @Russ,
    but once again, you fail to acknowledge one main point...

    Humans drive storage consumption. Human behavior drives various types of storage. Humans can only consume data at a certain rate, i.e. they can only watch one video, they can only listen to one song, they can only view one photo at a time. Why you don't understand that is beyond me.

    Lets imagine 10% of one's storage needs to be immediately accessible and 90% is long term storage (old wedding album, cat videos, etc). It's not ECONOMICAL to tie long term storage to the CPU/system. Thus, the future of big data will implement tier 0 and tier 1 in such a manner to cache the 10% of must have data.

    It doesn't take a brain surgeon to understand this concept. SSD's and large RAID boxes (EMC/NTAP products) don't require CPU's. They only need specialized microcontrollers to get the job done.

    Russ, I have asked you this before..

    QUESTION: Why do you store all your junk in the garage and not in your nightstand? After all, it makes that junk(data) more accessible.
    ANSWER: Economics being driven by human behavior
    Nov 26, 2014. 12:08 PM | 4 Likes Like |Link to Comment
  • Intel: My Take On The Intel Investor Meeting [View article]
    @Bruce,
    we're on the same thesis. However, just like previous years, its all a moving target. If 10% isn't there, the prognosticators will simply declare that 'smartphones' with X feature will now be classified as a PC. Thus, it will make their predictions more accurate.
    fyi,
    my definition of a PC is:
    1.) Local storage of 500GB or more
    2.) Physical keyboard
    3.) multiple USB/HDMI ports
    4.) Can download and run applications, without being tombstoned or locked to an Appstore
    5.) Screen larger than 7"
    6.) Can run productivity software that drives today's workforce.

    Thus, I would consider Windows Pro Surface Tablets to be part of the PC market. I would not consider an iPad mini or smartphone to be part of the PC market.
    Nov 25, 2014. 04:27 PM | 3 Likes Like |Link to Comment
  • Intel: My Take On The Intel Investor Meeting [View article]
    Hi Seppo! How are you doing?
    After putting up with Elop for 2 years... meds are like dessert :) At least it was very profitable :)

    Just curious, what do you think of Nokia getting back into the device market (tablet)? fyi, haven't touched the stock since getting out last January.

    Happy Thanksgiving!
    Nov 25, 2014. 03:20 PM | 1 Like Like |Link to Comment
  • 3 Simple Reasons You Should Consider J.C. Penney Now [View article]
    @Scott,
    I plan on making a fist full of dollars on my JCP long position.
    How about you. I assume you have backed the truck up and shorted it with everything you have. Eh?
    Nov 25, 2014. 02:32 PM | Likes Like |Link to Comment
  • 3 Simple Reasons You Should Consider J.C. Penney Now [View article]
    @Scott,
    will you promise to be back in a couple months?
    I have a feeling your portfolio will be shredded.
    Nov 25, 2014. 02:30 PM | Likes Like |Link to Comment
  • Intel: My Take On The Intel Investor Meeting [View article]
    The real question is this.... will Climatologist and Obama force Intel to pay higher corporate taxes for violating Moore's law?
    Nov 25, 2014. 02:29 PM | 2 Likes Like |Link to Comment
  • Intel: My Take On The Intel Investor Meeting [View article]
    @Bruce,
    I agree. PC world wide growth will be in between 6-8% max.
    Nov 25, 2014. 02:06 PM | Likes Like |Link to Comment
  • 3 Simple Reasons You Should Consider J.C. Penney Now [View article]
    I save $20 per trip to the gas pump. I go once a week.
    The average family has 2 working adults and 2 cars that need filling. That's $40 extra per week in savings. Over the course of 8 weeks, XMas shoppers will have $320 in extra money on top of the planned amount they were going to spend. Psychologically speaking, the US consumer market is shaping up to be a Perfect 'Storm' or Perfect Shopping Season.
    Nov 25, 2014. 01:49 PM | 1 Like Like |Link to Comment
  • 3 Simple Reasons You Should Consider J.C. Penney Now [View article]
    Big aka Doggie in da house got in at $7.10 last week :)
    Frigid temps across the entire US for the month of November is cranking up JCP's clothing sales. I'm surprised JCP is doing any kind of discounted sales.
    This could be the quarter that absolutely pounds the nail into the BK theories. On ward and upward!
    Nov 25, 2014. 01:45 PM | Likes Like |Link to Comment
  • 3 Simple Reasons You Should Consider J.C. Penney Now [View article]
    @Super,
    10 downgrades in the last 2 weeks...
    and that is the reason big aka doggie in da house bought JCP at $7.10 last week.

    Surely when EVERYONE has already downgraded, the next step will be those upgrades... eh?

    What goes down must go up.
    Nov 25, 2014. 01:41 PM | 1 Like Like |Link to Comment
  • The J.C. Penney Turnaround Sputters [View article]
    Run little piggy! Run!
    Nov 24, 2014. 10:33 AM | Likes Like |Link to Comment
  • The J.C. Penney Turnaround Sputters [View article]
    @EA & dante,
    I think they close 100 stores by March
    That would be a reorg and instantly make JCP profitable
    Nov 19, 2014. 06:43 PM | Likes Like |Link to Comment
  • The J.C. Penney Turnaround Sputters [View article]
    In 20 year from now, large cities will no longer be growing outward, they will be growing upward. Sprawl will slow down. Its already starting. Large apartments/condos are being built on top of large retail outlets and grocery stores.

    Kiss you theory good bye.

    p.s.
    the 2013 swoon can be attributed to high oil prices and a very tight real estate and jobs market
    Nov 19, 2014. 02:57 PM | Likes Like |Link to Comment
COMMENTS STATS
2,957 Comments
3,687 Likes