ikono

9 ms·

31.
by ikono 15y ago
Just because he doesn't present all the data doesn't mean he didn't perform thorough analysis prior to reaching his conclusion(I don't know for sure that he does either). You can't write best selling books that read like a paper in a scient
32.
by ikono 15y ago
What's Intel's advantage(aside from process)? And why hasn't there been a competitive ARM chip in the high performance market?
33.
by ikono 15y ago
Is Intel's microcode core better than other competing RISC cores? Is it really that Intel's process is that much better? It seems like it's unanimously the best, but it can't explain everything can it? I'm having a hard time wrapping my min
34.
by ikono 15y ago
In one of my favorite TED Talks, Barry Schwartz talks about this among other things. In it he tells a story about a study in Switzerland where a community was asked whether or not they would agree to a nuclear waste facility in their area.
35.
by ikono 15y ago
Is one actually better than the other? I know very little about these things but it seems like ARM relies on a higher volume of simpler instructions at a faster clock rate vs x86 which uses fewer, larger, more complex instructions which tak
36.
by ikono 15y ago
I don't think the author thinks it's better elsewhere. I assume he's American and is just lamenting that this generation isn't living up to his standards. I don't really know that it matters how much innovation there is or isn't. We can alw
37.
by ikono 15y ago
If you don't overpay for the shares, your enterprise value should be the same or slightly higher. So market cap should be flat to slightly higher but there are fewer shares outstanding so price per share would go up. When buybacks don't inc
38.
by ikono 15y ago
You're taking the stance of investors are valuing Facebook and the like at X. Prove that's wrong. I think in general if you're going to value companies at significantly abnormal multiples of earnings. The burden of proof should fall on the
39.
by ikono 15y ago
The real danger is that it's fairly localized to Silicon Valley. So it's fairly likely that if this is or becomes a bubble it will be sort of contained in a small area. As more money gets pored in, wages go up, rent/real estate goes up, ...
40.
by ikono 15y ago
It's really more about the amount of leverage and the total volume of money at stake. I haven't seen much evidence of either, although that doesn't really mean anything. But let's take Facebook as an example. It really seems like the "valua
41.
by ikono 15y ago
> "What, exactly, other than a sneaking suspicion that Facebook might not be worth it's valuation? Clearly some people, the people buying Facebook stock, disagree with you. Why are you right and they're wrong?" It's not about anyone bei
42.
by ikono 15y ago
> "Even a company that's growing ought to pay dividends in most cases." That's not true. Companies have opportunities to invest money into things that a normal investor cannot. If a company can invest the money at an above average rate
43.
by ikono 15y ago
"Though <a company>’s intrinsic value cannot be precisely calculated, two of its three key pillars can be measured... The first component of value is our investments: stocks, bonds and cash equivalents... <a company>'s secon
44.
by ikono 15y ago
Yes, and increasing earnings per share generally increases stock price. In theory you only buy shares back when you believe that they are worth more than they are trading for. If this is true, it will increase the intrinsic value of the com
45.
by ikono 15y ago
That's definitely overstating it. They are better than everyone else in the consumer space. Not enough to be worth 8.5 billion for but the core underlying technology is good(They suck at client development though). People underestimate how
46.
by ikono 15y ago
While it may be good for Microsoft, Gates isn't coming back. He's pretty much committed to his foundation at this point and I think what he's doing there is far more important than what he could do at Microsoft.
47.
by ikono 15y ago
Microsoft has also repurchased a lot of stock over this period which should inflate the stock price. In any case, it doesn't matter that much especially given a relatively small number of years and a stagnant price per share. The general pr
48.
by ikono 15y ago
He started with the Nasdaq comparison, which is fair, and they don't look great in that comparison either. I don't agree with everything in the article but tuning out at the Apple/Google comparison isn't "fair"
49.
by ikono 15y ago
Is Netflix using WebM too?
50.
by ikono 15y ago
People here need to lighten up. It was a joke...
51.
by ikono 15y ago
> We make the code open source when the first device is ready. What I don't understand is this: weren't people upset that 3.0 wasn't (still isn't?) available when the Xoom launched? Did the Xoom not count as the first device? I mean I h
52.
by ikono 15y ago
>if it's successful That's a big if for them right now. When you're trading at a P/E in the single digits ex cash, the market is telling you they have no faith in your ability to re-invest your earnings(especially when interest rates ar
53.
by ikono 15y ago
I'm going to play a little devils advocate here. What if MS payed a big enough dividend that it was clear to everyone inside that burning money playing catch up was not a viable strategy. Is it not possible that fewer extraneous resources w
54.
by ikono 15y ago
>I can say with confidence that the reason behind Asian Americans not saturating the CEO population in fortune 500 companies is not related to how we were raised. Don't take this the wrong way but why? The age argument, if true, simply
55.
by ikono 15y ago
"There's a difference between the quality of a business and the quality of a management. If it's a strong enough business, it should be able to withstand poor management. If you gave me the number-one pick in the CEO draft, and said he had
56.
by ikono 15y ago
The reason you always expect growth is because as a company retains earnings its total assets grow. You expect that given more money you should earn more money. If you get to a point where you're earning the same amount but require more ass
57.
by ikono 15y ago
The problem is that Gates likes him for some reason. The two of them own an a very significant portion of the company and essentially control the board of directors. So Balmer's going to be in charge so long as both he and Gates wants him t
58.
by ikono 15y ago
My problem with you're argument is that you're focused on strategies/ideas/potential. Microsoft's strategy has always been simple, dominate every software market. There's nothing inherently wrong with that strategy, probably never will be.
59.
by ikono 15y ago
I don't really understand where the term "Walmart disease" comes from. Certainly, Walmart is not an exciting company but it's far from poorly managed. The fact that it's stock has been in a holding pattern for a few years does not mean that
60.
by ikono 15y ago
Honestly, while I understand what you're saying, I disagree. Changing plans and/or pushing back schedules is independent on who's responsible or to blame. If something happened that can't be worked around and my VP neither made contingencie

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