Seeking Alpha


Send Message
View as an RSS Feed
View swax111's Comments BY TICKER:
Latest  |  Highest rated
  • Why I Prefer National Bank Of Greece Over Bank Of America [View article]
    And in conclusion..... I am simply crazy.
    Jul 18 11:16 PM | Likes Like |Link to Comment
  • Nokia Ready To Soar On Lumia 900 Success [View article]
    Which is exactly what Nokia should want. Make a new OS, even better, and get people to go upgrade again.

    So you think Nokia is not going to release a Windows 8 Phone?? Are you a moron?

    Since you probably know nothing about the embedded hardware business, the 'Nokia' part of the business will be almost exactly the same irregardless of what version of the OS ships.
    Apr 23 11:15 PM | 1 Like Like |Link to Comment
  • Nokia Ready To Soar On Lumia 900 Success [View article]
    iOS already looks old compared to Mango. Or some vendors skins of Android for that matter.

    And Skype crashes on every platform I've seen it on. iOS 5.0, 5.1 - Android, Linux, Windows. It's crap and its a crap company. This is why they keep getting passed around eBay -> Silverlake -> Microsoft.

    Who cares about Skype ??
    Apr 23 11:11 PM | 2 Likes Like |Link to Comment
  • Nokia Ready To Soar On Lumia 900 Success [View article]
    I also agree with author.

    Nokia is not in a *good* place right now, but they also are in a much better place than RIMM, and they have much better design teams, distribution and general footprint through out the world in comparison to MMI.

    Windows 7 is just the beginning folks. I remember seeing Mango almost two years ago when on Microsoft campus with a colleague. Microsoft has *finally* gotten this one right. And Windows 8 is going to directly benefit Nokia in two ways:
    1) As Windows 8 comes out, its default interface is Metro. This is the same interface as on Mango. People are going to be familiar with the interface, and it will be a boon to IT who want to standardize on a phone.
    2) Windows 8 is going to create a halo effect on other Windows based devices. I also believe Nokia will ship a tablet product as well (pure speculation on my part)

    Other factors:
    - IT shops *hate* Macs and Apple phones. They have only recently began to condone them simply because they have to. With Windows 7 & 8 - there will be good devices with a good OS to use. It's likely corporate customers will go with this instead of RIMM. It allows IT shops to have way more control of the device and the email on it.
    - Apple can't and won't deliver an enterprise solution. The truth - Apple is a fashion company. They make beautiful and sexy technology but they don't deliver enterprise grade solutions.
    - RIMM is dead in water. Windows 8 Phone could take its space and then some.

    - Mango fixed earlier problems with Windows 7. Did you know that apps on Windows Phone before hand had to be written in Silverlight? If this doesn't mean much to you ... to translate, it means the apps would basically always suck. Mango and Windows 8 you write full native apps. Games, graphics, etc - will all be better.
    - Microsoft has fewer apps, but the platform is also very new. Also, its getting tier 1 apps already. I am listening to Spotify right now on my laptop (a Mac :) - and this is a killer app folks. It's like Napster and Pandora, with everything legal. And its available on Windows Phone. Apps like these are what they need. They don't need 50 different versions of Tetris. App numbers just aren't important.
    - Office. Office related apps. Business related apps. The ecosystem is already there... Business apps are going to happen on Windows Phone.
    - The media has made a ridiculous issue of this. I am a developer - we develop for iPhone and Android, and I have done plenty of Windows development in the past. Microsoft's development tools are bar-none better than either. They are certainly better than Apple's. Apple XCode tools are a nightmare. Why does that matter? b/c for developers it means faster time to market. So app gap can get closed quicker.

    Nokia is going to ride Microsoft on this one. My thinking is Windows Phone has 20-30% market share by 2016 - maybe more... I think Windows 8 will dominate tablets. I have an iPad and its basically a $800 Netflix viewer and e-reader. It's not a real tool.

    I'm long NOK - but I won't be adding more until this fear in the market subsides some.
    Apr 23 11:02 PM | 3 Likes Like |Link to Comment
  • ARM Holdings To Drop 40 Percent In 2012, Shares Overvalued To Growth Prospects [View article]
    Also, you might want to note that TI has been shopping it's OMAP line for a long time.
    Apr 11 10:30 PM | Likes Like |Link to Comment
  • ARM Holdings To Drop 40 Percent In 2012, Shares Overvalued To Growth Prospects [View article]
    That's a horrible idea. So buy companies with these risks: inventory, sales problems, production issues, and *competition* instead of buying the one player who always wins, and has almost no variables costs.

    Apr 11 10:29 PM | Likes Like |Link to Comment
  • ARM Holdings To Drop 40 Percent In 2012, Shares Overvalued To Growth Prospects [View article]
    Seen a lot of articles stating the same thing. I think its part of the reason the stock is stuck at 28 for the last year. I also appreciate the author's understanding of ARM's business model, which is quite rare.

    They are highly valued, but they should be. Most people think of ARM's Cortex A9 and similar products since these have had some consumer marketing effort around them. But ARM's market is actually much broader. ARM has two major things going for it to justify its huge PE: microcontrollers, and the fact that smartphone penetration is still so low. The most important out of these are microcontrollers. While everyone has been clamoring around smartphones, ARM has also become the dominant architecture for microcontrollers. Google Cortex-M4 and M3. Every microcontroller manufacturer is using these cores. And for every one Cortex A9 in a smartphone or other device, there will be 20+ microcontrollers in the future. In everything from your toaster to your smartcard. And this folks is the future of ARM. Not "Snapdragon" or "Tegra" (yes, they are both ARM based) - who are merely pawns to ARM's architecture.
    Apr 11 10:25 PM | 1 Like Like |Link to Comment
  • 5 Cheap Stocks Andreas Halvorsen Bought Recently [View article]
    Infineon makes base band chips. Snapdragon is a general purpose ARM based processor. The don't 'compete' with each other. Apple's A5 and Snapdragon compete with each other - you could say. ... Otherwise interesting article.

    Of course, getting the basics right is important. This may be why companies like ARM and Imagination were 'unknown' until a couple of years ago.

    If anyone knows where you can find mobile processor market share, by end-device sales, I would be highly interested in knowing...
    Apr 11 12:18 PM | Likes Like |Link to Comment
  • Bank Of America: An Attractive Play For A Diversified Long-Term Investor [View article]
    Yeah... Stock price now: $9+ Take care :)
    Apr 9 02:59 PM | Likes Like |Link to Comment
  • Microsoft Cashing In On Another Mobile Phone Giant [View article]
    Just buy NOK stock. More likely to see a significant % boost. Cheaper than contracts on MSFT and no time decay.
    Apr 9 02:55 PM | 1 Like Like |Link to Comment
  • Apple Crushes The Competition [View article]
    Very nice analysis. Really enjoyed this.

    I think AAPL's future is determined by market saturation, not margins however. The margins are baked in.

    People should not assume the margins and the business' massive success will translate to platform domination, however... Multiple companies and products (Android) will always dominate a single company. I don't think Apple can compete in the end. But will have a great run for 2-3 more years. I they can keep up the patent war maybe a year longer.
    Feb 23 04:42 PM | Likes Like |Link to Comment
  • Bank Of America: An Attractive Play For A Diversified Long-Term Investor [View article]
    I believe BAC's largest problem (as a stock) is the continued mud thrown on it by the equity-covering media. The company is not in any considerably worse position than its peers.

    Most of the new capital requirements have goals of 2016-2019. Unless our current moron government continues to bash capitalism with day-late regulatory work and high-school quality whining, unlikely considering Obama's recent turn from the "dark side," it seems that BAC should be able to meet these requirements without issue. In the mean time.... weather the storm.
    Dec 27 09:42 AM | 13 Likes Like |Link to Comment
  • Netflix CEO Reed Hastings Is Actually Right [View article]
    You assume you need your own Internet connection for Netflix. Most people I know that have Netflix live in apartments, colleges or use Netflix on the road. I personally have no broadband. But I am a Netflix user. I think your assumptions are flawed.
    Dec 27 09:32 AM | 1 Like Like |Link to Comment
  • Netflix CEO Reed Hastings Is Actually Right [View article]
    NFLX will eventually spin-off the mail business, but they can't do it now. Unlike most of the Netflix na-sayers, I believe in their business. But to believe in Netflix you must also believe that the traditional media companies, and major studio owners, don't have the savvy to build their own streaming platform. Personally, I think this is a great bet. The media industry again and again has shown they are clueless to streaming and generally the Internet related businesses. The continued lackluster success of Hulu is an example. People don't get Neflix in my opinion. It's not about content. Content is just a commodity that you pay for, its a cost. Who cares if its expensive, its expensive for everyone not just Netflix. Netflix is a platform. They ride on everything from Apple TV, to Samsung TVs, to ubiquitous Android. Platforms are about critical mass.

    Netflix will own streaming world-wide by 2016. Then, maybe then, it can ditch the mail business. But its a long ride...
    Dec 27 09:30 AM | 3 Likes Like |Link to Comment
  • ARM Holdings And Corning: Power Plays For 2012 [View article]
    Despite the huge multiple on ARM, there is just a ton of upside still. Even in the US, less than 50% of the population still has smartphones.
    Dec 13 03:33 PM | Likes Like |Link to Comment