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  • Intel's Acquisition Of LSI's Networking Business To Boost Its Presence In IoT [View article]
    Worse article ever!!!! A waste of time... Author doesn't even know INTC current price. He is looking for clicks.... I want my penny back....
    Aug 15 09:33 PM | 6 Likes Like |Link to Comment
  • MannKind: Let It Dip A Bit More, Then Cover/Buy [View article]
    Fear of needle.
    Jul 30 09:25 AM | 1 Like Like |Link to Comment
  • The Amazing Market's Pendulum Move On VSE Corp. [View article]
    I worked for VSE 28 years and survived many reduction in force. Internal politics didn't worked out well in the end, they outsourced and I got the RIF. I lost lot of sick leave hours. I left with more than 11k shares in my IRA. I watched the stocks went to $60+ and down below $35.00. I sold most and still had some. VSE is a government contractor. They cut long time employees (old timers) to manage their bottom line. Employees working on contracts are the ones most at risk when contractors loose the contract. I had seen many run-up patterns before. It's a rollercoaster.
    Jul 1 09:09 AM | Likes Like |Link to Comment
  • Intel Is Relentlessly Advancing Towards Its Mobile Goals [View article]
    And the 12" (hoping they will come out with a 13" or 14") screen with 2160 x 1440 p resolution, for a few dollars more you get the "pointed tip" pen, keyboard cover. Oh, the OneNote app.... Of course the price to match the features...
    May 22 11:20 PM | Likes Like |Link to Comment
  • Microsoft's New Surface Pro 3 Is Stunning And Powerful [View article]
    For fictional consumers, Digitral Trends "The Microsoft Surface Pro 3 is not a device for consumers. It’s a device for enterprise – end of story."

    Do enterprise users take their Surface Pro 3 home when they finish their work day at the office?
    May 21 05:38 PM | Likes Like |Link to Comment
  • Is The Surface 3 A Game Changer For Microsoft? [View article]
    Unsubsidized cell phones cost about $100-$150 less than a low end Surface 3 Pro. How many cell phone do we need? One for most of the time. We upgrade our phones because there's a technologically better phone in the market. The last few years of economic uncertainty put a lid of corporate hardware refresh cycle. When that lid is taken off, presuming that there is no better product in the market place, this could be really huge for Redmond.
    May 21 04:56 PM | Likes Like |Link to Comment
  • GE's Immelt says he's confident about sealing the deal for Alstom [View news story]
    "But Nomura's Shannon O'Callaghan thinks GE might be better off walking away"

    I agree. The Alstom deal is problematic from the start. The company is not doing well. The French government put their fingers in the pot to stir it up... GE should walk. Leave Alstom's problems to the French government. Bureaucrats have no business getting into business... double-trouble here...
    May 21 04:13 PM | 5 Likes Like |Link to Comment
  • Surface Pro 3: Why Intel Is Microsoft's Mobile Future [View article]
    "Microsoft's (MSFT) Surface Pro 3, announced about 8 months after the Surface Pro 2, demonstrates an enviable level of business agility, marketing savvy and technical prowess.....Microsoft has finally found the sweet spot, sending shock waves throughout the industry."

    It seems that MSFT is listening to its customers. Surface Pro 3 as a possible replacement for the enterprise laptop will be a huge market. The last several years of economic uncertainty, companies put a lid on corporate hardware refresh expenditure. When that lid is taken off, the right product with the right price at the right time will benefit. Surface Pro 3 seems to have found that sweet spot. Microsoft needs to build Windows ecosystem in general and possibly Intel specific.
    May 21 03:46 PM | 1 Like Like |Link to Comment
  • Is It Time To Buy Caterpillar? [View article]
    In at $86, out at $102 - out a little early, it has gone up some with strong support at $103.48, resistance at $106.26 (; The market is volatile, China is shrinking, turmoil in Ukraine. It's tough to compete in China so CAT bought in to gain market shares under CAT's name. . If cyclical, earnings or external events cause it to break the support level, I will be back in... hopefully below $100.
    May 7 01:09 PM | Likes Like |Link to Comment
  • Nokia X Is Shaking Things Up A Bit [View article]
    From my understanding, Microsoft owns many patents in regard to the Android operating system. Several companies are paying Android royalty to Microsoft, while others negotiated a smaller fee and/or with cross-licensing agreements (Dell, Samsung, ...).
    Mar 30 01:30 PM | 5 Likes Like |Link to Comment
  • Microsoft Just Killed Itself, Apple Wins Again [View article]
    IMO, making available to iPad is a strategic and logical move for Microsoft. iPad penetrated the enterprise. The Microsoft Surface Pro is aimed at enterprises wanting to integrate tablets into their business model without losing Windows compatibility. Surface Pro is trying to dislodge the iPad. If all things are equal (they are not) and Microsoft prices the Surface Pro competitively, Microsoft will have a greater chance of taking share from Apple iPad. By making Office available to iPad users, Microsoft enhances their chance of gaining (or taking back) enterprise (users) wanting to standardize on Windows. IT hardware refresh cycle may give Microsoft the opportunity to fight back. In addition, Office on iPad and Windows tablets creates barrier keeping Google at bay.
    Mar 21 09:00 PM | Likes Like |Link to Comment
  • Seagate's Surveillance Drives Could Provide Near-Term Benefit [View article]
    To me, the article seems more like an advertisement than an analysis or assessment of STX.
    Mar 4 10:15 PM | 1 Like Like |Link to Comment
  • The Amazing Market's Pendulum Move On VSE Corp. [View article]
    @liegh Yes, USPS decided not to go ahead with that project at that time, 2011. It's three years down the road, the pressure of budget reduction and cost cutting are bearing down on USPS. I am not saying that it's going to happen, I don't know. It's just my thinking because I worked for VSE for 30 years before internal politics outsourced IT. There is a well established pattern of VP promotions and naming/elections of Board Members based on up coming RFPs as well as demotions or eliminations based on lost of work related to a specific division. Aren't Board Members, a steering committee, for strategic business direction? Stock moves up well today.
    Mar 4 01:08 PM | Likes Like |Link to Comment
  • The Amazing Market's Pendulum Move On VSE Corp. [View article]
    VSEc usually adds a board member relating to work that they focus on and go after. VSEc bought Wheeler for the USPS vehicle supply side and the repowered gasoline LLV work. They completed the prototype work. They are hoping for or working on to get USPS to start the work on drop-in solution to retrofit the fleet. John E. Potter, a former US Postmaster General and CEO of the USPS, was elected as a member of the VSE Board of Directors effective January 1, 2014. Stock price has been rising steadily since February 6. I am speculating but a contract to retrofit 215,000 vehicles can be huge for VSEc.

    VSEc traditionally was run by retired Army generals. Mo Gauthier (CEO now) was a captain in the navy. He retired in 1997 as a Navy Captain and a board certified Department of Defense Major Program Manager for the Naval Sea Systems Command Foreign Military Sales (FMS) program. He was overseeing FMS work related when VSEc/BAH (aka BAV) bid on the contract.
    Feb 28 01:45 PM | Likes Like |Link to Comment
  • Why Cree Is A Better Investment Than General Electric [View article]
    Great observation. Imports from China undercut U.S. products in the retail channels in practically every products. It's hard to compete. Even the Chinese home (Amazon, eBay,...) sellers are shipping one item at a time at a profit.
    Feb 27 09:08 AM | Likes Like |Link to Comment