Seeking Alpha

SA Editor Eric Jhonsa

SA Editor Eric Jhonsa
Send Message
View as an RSS Feed
Latest  |  Highest rated
  • BlackBerry invests in healthcare software firm, will jointly develop phone [View news story]
    It's in the Reuters article. Full quote:

    "The two companies are now working together to develop a new smartphone tailored to the needs of the healthcare sector. The device is likely to get launched late in 2014 or early in 2015, said Jim Mackey, BlackBerry's head of corporate development and strategic planning, in an interview.

    "We do plan to make the device available for all, but it will be optimized for viewing 3D images and CT scans," said Mackey, adding that the device will also be usable as a regular smartphone, allowing users to view movies, play games or access consumer applications."
    Apr 15 12:59 PM | 13 Likes Like |Link to Comment
  • UniPixel hires LCD equipment vet to be its CEO [View news story]
    Thanks for noticing. The link has been added.
    Apr 14 09:54 AM | Likes Like |Link to Comment
  • Report: Google looking to use offline data to grow ad sales [View news story]
    No problem
    Apr 13 12:13 AM | Likes Like |Link to Comment
  • Report: Google looking to use offline data to grow ad sales [View news story]
    Not sure what "7 comscores expertise" is, but the article mentioned most purchases happened fairly quickly.

    "Roughly three-fourths (76 percent) of those purchases happened the same day and most (63 percent) within a few hours."
    Apr 12 12:22 PM | Likes Like |Link to Comment
  • Report: Google looking to use offline data to grow ad sales [View news story]
    I'd suggest taking a closer look at the numbers. comScore and its partners surveyed 5,000 U.S. consumers, and were trying to figure out how often searches for local businesses led to money eventually being spent at a business. Someone going to a Starbucks or a Best Buy (and spending money) after searching for one on a smartphone would qualify.

    With that in mind, 78% is believable.
    Apr 11 09:32 PM | 1 Like Like |Link to Comment
  • Qualcomm shows off next-gen flagship CPU with 8 ARM cores [View news story]
    Wouldn't say "messed up" as much as caught off guard by Apple's A7 launch. It looks like they needed to use off-the-shelf ARM cores to have a 64-bit flagship available in time for 1H15 hardware (probably including the Galaxy S6). Odds are the successor will use Qualcomm's own ARM cores.
    Apr 8 12:49 PM | Likes Like |Link to Comment
  • Enterprise tech momentum plays have an ugly day [View news story]
    They were in the security category, not cloud software. FEYE, of course, isn't purely a software firm either.
    Apr 3 05:00 PM | 2 Likes Like |Link to Comment
  • 3D Systems/Stratasys partner and rival Materialise files for IPO [View news story]
    3D and Stratasys own service bureaus to complement their printer businesses. Stratasys is set to buy two private bureaus (one of them for $295M), and 3D has bought a few of them over the last couple of years.
    Apr 3 02:36 PM | Likes Like |Link to Comment
  • New S5 teardown shows multiple Qualcomm/Avago parts, among others [View news story]
    It looks like Broadcom kept the combo chip slot, but lost the NFC slot to NXP.
    Apr 2 11:28 PM | Likes Like |Link to Comment
  • Microsoft names new Xbox chief, promotes enterprise/cloud chief [View news story]
    << So basically your answer is yes, ANY insider is less likely to institute changes >>

    That's not what I said at all. I simply explained why Wall Street thought an outsider was more likely to implement major changes. Time well tell if that assessment was correct or not.

    << Do you think it was dire to predict a $60 billion swing in market value based on whether or not Alan Mulally was hired? >>

    Yes. But that wasn't mentioned in the quote you were previously replying to.

    FWIW, I think Nadella was a decent CEO choice, and his age and enterprise/tech chops might make him a better one than Mulally long-term. But I think the odds are also lower that he'll back major restructuring moves or cost cuts in the near-term. Though I've definitely seen crazier things happen.
    Apr 1 03:12 PM | Likes Like |Link to Comment
  • Intel partners with, takes stake in big data software leader Cloudera [View news story]
    I think the bottom line here is that Intel and Cloudera (the market leader) had distinct Hadoop distributions before, and that there will only be one offered going forward - Cloudera's, modified a bit to include Intel's IP and be optimized for its CPUs.

    That's why many reputable, tech-savvy news sources are saying Intel is abandoning its Hadoop distribution. You make a fair point about Hadoop's open-source nature.
    Apr 1 12:11 PM | Likes Like |Link to Comment
  • Microsoft names new Xbox chief, promotes enterprise/cloud chief [View news story]
    << Is there any evidence to suggest that is the case - that an insider would not be willing to make reasonable changes if they're justified? >>

    Given that senior execs (inc. Nadella) have been brought up within the system, and might also feel some loyalty to Gates and Ballmer, it's not far-fetched to think that an insider could be less willing to back big changes Gates and/or Ballmer would oppose.

    While the CEO search was going on, there were multiple reports about how outside candidates were worried Gates/Ballmer's continued influence would prevent them from making the changes they wanted. Correctly or not, there was a belief that an outsider like Mulally was more likely to shake things up.

    << The suggestion by the analyst that the market cap would swing by $60 billion on the decision - yeah, I would say that's pretty dire. >>

    You were quoting a sentence about a 3% change over two days. That's what I was responding to, not anything about an analyst's opinion.
    Apr 1 01:14 AM | Likes Like |Link to Comment
  • Microsoft names new Xbox chief, promotes enterprise/cloud chief [View news story]
    << What I'm still waiting on is an explanation as to why, as well as why an "insider" is a poor choice (and yes, people were making that argument at the time ). >>

    I think the reasoning was that an insider was less likely to make big moves regarding cost cuts, or the shedding of unprofitable/lightly profitable businesses such as Bing and Xbox. Assuming an investor wants Microsoft to do those things, it's still a valid concern regarding Nadella.

    << How quickly we forget things like this SA post from January 8th about Nadella: "concerns exist about Nadella's business/sales expertise." >>

    That quote isn't relaying media or analyst thinking. It was relaying concerns members of Microsoft's CEO search committee had about Nadella, per Kara Swisher's sources. Here's the full paragraph from the re/code article:

    "Mulally’s decline as frontrunner was already clear in December, as was much reported (including by me), returning focus on other candidates. Internally, the leading one is enterprise chief Satya Nadella, who is a favorite among employees due to his geekier cred. Still, there are worries that Nadella does not have significant enough business and sales expertise."

    Nadella has a very strong product management and engineering background, but unlike many (though by no means all) enterprise software CEOs, he isn't a sales guy. I'm guessing that was the concern among certain committee members.

    << Microsoft (MSFT -1.4%) is down 3% over the last two days, as worries grow (thanks to John Thompson's recent comments) Alan Mulally (F -6.7%) won't be named Steve Ballmer's successor." Sounds pretty dire - like the firm that was calling for a 10% boost on Mulally's hire, and a 10% decline for anybody besides him; in my mind, it was all pure nonsense >>

    I'm sorry that you took those words to sound dire. They were simply relaying a fact: The stock fell because it appeared more likely that Mulally wouldn't get the job. Just as it rose after it was reported Nadella would get it.
    Mar 31 09:58 PM | Likes Like |Link to Comment
  • InvenSense, NXP, Synaptics, Maxim among S5 winners; display praised [View news story]
    Qualcomm is definitely a winner, but one that was disclosed on launch day. Also, their S4 content share was already pretty big. I'd like to see more details on which of their complementary chips were designed into the S5 (power management IC, RF transceiver, etc.).
    Mar 31 07:04 PM | Likes Like |Link to Comment
  • Microsoft names new Xbox chief, promotes enterprise/cloud chief [View news story]
    As fun as it is to bash the media and analysts when new 52-week highs are being made, I don't think that's a fair assessment. Mulally was Wall Street's preferred choice, but Nadella was seen as a decent alternative. Microsoft's shares moved higher after the first report came out stating he'll get the job.
    Mar 31 05:05 PM | Likes Like |Link to Comment