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Microsoft Corporation Message Board

hia_intell 61 posts  |  Last Activity: Jul 31, 2015 3:55 AM Member since: Oct 11, 2008
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  • Reply to

    Tablets doing much worse than PC.

    by paul.ottelini Jul 30, 2015 11:04 AM
    hia_intell hia_intell Jul 31, 2015 3:55 AM Flag

    That's a childish response.

    I don't buy computers by the pound and no one sells computers by the pound.

    But the weight of a mobile computer is an issue.

  • Reply to

    Tablets doing much worse than PC.

    by paul.ottelini Jul 30, 2015 11:04 AM
    hia_intell hia_intell Jul 31, 2015 3:34 AM Flag

    I went looking for a Win 7 laptop with a weight of less than three pounds:

    Lenovo ThinkPad X1 Carbon
    Win 7
    14" screen
    2.87 pounds weight
    $1329

    HP EliteBook Folio 1020G
    Win 7
    12.5" screen
    2.68 pounds weight
    $1499

  • hia_intell hia_intell Jul 28, 2015 1:55 AM Flag

    I suppose there are some good examples of the Internet of Things but:

    I don't need my house thermostat connected to the internet. I wouldn't mind if it took into account the outside weather to make a comfort level.

    Also, I would like a thermostat mounted in the hallway for my hot water heater that is in the basement.

    Continuing, I'm not interested in the wind direction and speed for my city but for outside my house. Basically, a tornado warning.

    So I'm more interested in systems for the house than internet connections for the house.

  • Reply to

    ANY GOOD NEWS

    by countryside81 Jul 27, 2015 8:55 AM
    hia_intell hia_intell Jul 27, 2015 6:02 PM Flag

    The bid/ask on the gold spot market is currently 1094.50 / 1095.50 .

    That's off the recent lows and so those recent lows might hold.

    In fact, the dollar can't just endlessly go up but will fluctuate.

    And this indication of older lower-margin mines being closed can add support to the precious metals market.

    It does look like the Gold ETF is underperforming the spot market.

  • Reply to

    ANY GOOD NEWS

    by countryside81 Jul 27, 2015 8:55 AM
    hia_intell hia_intell Jul 27, 2015 3:35 PM Flag

    The third largest platinum miner cut production by about 10%.

    Miners cutting production can support precious metal prices.

    But when buying a miner take into account the percentage of production from older lower margin mines.

    The South African rand is down on fewer jobs while the Australian dollar is up on gold showing support
    .

  • hia_intell hia_intell Jul 27, 2015 12:40 AM Flag

    And that's my total plan for MS ?

    No, there's several more things. Here's an example:

    A Win 12 TS desktop configuration is featured whereby the display goes to the main monitor but also to a second 8" monitor. That second monitor is a touch screen monitor and can be pulled close to a computer user that is sitting back from the main screen.

  • hia_intell hia_intell Jul 27, 2015 12:31 AM Flag

    Except that MS replaced "new coke" with "new new coke".

    My plan for MS:

    The mobile phone becomes Intel/Android.

    Win 10 becomes Win 12 TS. Win 12 TS is for PC tablets and retail point-of-sale computers.

    Win 7 becomes Win 12. Win 12 makes less use of processor multi-threading and is less draw on processing power.

    The Surface goes to the Intel Atom processor which it did.

    The Surface Pro keeps a more advanced Intel processor which it will.

    And then a high priority development, an 8" PC tablet with full Win 12 TS operating system is also a mobile phone
    .

  • hia_intell hia_intell Jul 26, 2015 10:02 PM Flag

    They're basically still suggesting that Win 10 on a phone and Win 10 on a PC computer is the same thing. That's the problem. The consumer is insulted by something claiming to be the full operating system when it is not.

    The problem has be drastically reduced since the Surface 3 has gone to the Intel Atom processor. However, the phone OS is available for tablets up to an 8" screen size. Also, Win Phone 8.1 is now called Win 10 Mobile.

    Well, the other problem is that computer users sitting at a desktop might not want a touch screen operating system. Retail point-of-sale computers could use a touch screen.

    Finally, a Win 10 sale on a PC might be a Win 7 installation by the computer maker
    .

  • Reply to

    More on One billion Windows 10 PCs

    by wallisweaver Jul 26, 2015 3:54 PM
    hia_intell hia_intell Jul 26, 2015 3:59 PM Flag

    Any computer that is used while the user is standing-up, should have a touch screen interface.

    That could be a lot of computers.

    But when the computer is used with the user is sitting-down, then the computer user probably sits-back from the computer.

  • hia_intell hia_intell Jul 26, 2015 3:33 PM Flag

    Did the article mention that the PC makers also offer Win 7 ?

    Basically, a Win 8 sale is accounted but the PC maker uses downgrade rights and installs Win 7
    .

  • Reply to

    yawn

    by countryside81 Jul 20, 2015 11:45 AM
    hia_intell hia_intell Jul 24, 2015 4:07 PM Flag

    Or simply set 10% of the dollar deposit in a forex account. Then go sell-side the USD/ZAR and get the interest rate rolls. But flatten the position as needed to avoid a rising dollar
    .

  • hia_intell hia_intell Jul 24, 2015 3:53 PM Flag

    The question is, will smartphones based on Intel processors generally and widely come-in at less cost than the iPhone and Galaxy ?

    If so then whoops-there-it-is, the same pattern whereby the PC clone wiped-out the Mac
    .

  • Reply to

    yawn

    by countryside81 Jul 20, 2015 11:45 AM
    hia_intell hia_intell Jul 24, 2015 3:38 PM Flag

    That's "their" instead of "they're".

  • Reply to

    yawn

    by countryside81 Jul 20, 2015 11:45 AM
    hia_intell hia_intell Jul 24, 2015 3:36 PM Flag

    The gold miners are up today because of this idea that they have costs in foreign currencies but revenue and income in dollars. And now the dollar is up.

    But that doesn't work if they hedged they're costs by holding foreign currency positions.

    Here's what I would do:

    Set a large unleveraged cash deposit in the rand and draw 5% interest. Then set 10% of the cash in a forex account such that the foreign currency deposit can be hedged at 10 to 1. Finally, click the foreign currency hedge on or off as needed
    .

  • hia_intell hia_intell Jul 24, 2015 1:30 AM Flag

    Now I see what is happening.

    "Windows 10 Mobile" replaces "Windows Phone 8.1". They changed the names again. Windows 10 Mobile is not a laptop operating system, not a PC operating system, but just Windows Phone with a new name.

    They're doing the same thing with Windows Phone that the did with Windows RT and trying to make it seem like it is the full Windows OS.

    They are adding IA-32 support to the MS mobile phone operating system.

    See, someone with Windows 10 Mobile will think they have the same operating system that the Dell Venue 8 Pro has. But they won't have the full Win OS
    .

  • hia_intell hia_intell Jul 23, 2015 4:26 PM Flag

    No, I don't follow the idea.

    The Asus Zenphone with an Intel processor and Android operating system is $119 without contract. That's a nice phone at less cost then iPhone or Galaxy.

    Now does MS have a version of Win Phone operating system that runs on the Intel Atom processor ?

    The next question is, how would voice cellular be added to the Surface Pro ? For instance, does it keep its computer processor and OS and add a mobile phone processor with OS ?

    A similar question would be, how would voice cellular be added to the Dell 8" Atom tablet ? Can the computer processor and OS also be the mobile phone processor and OS ?

    Finally, how would the ARM Surface have an Intel processor ?

    So where is the MS mobile phone with Intel processor ?
    .

  • hia_intell hia_intell Jul 22, 2015 11:00 PM Flag

    It looks like a flat rectangle with rounded corners.

    Basically, I carry a Rugby II and a Nikon 800.

    But there's this one Zenphone 2 user that has installed Win 7 on it. I don't really know what that means. Of course it comes with Android. Gosh, can I run DR-DOS on it, can I run Win 95 on it ?

  • Reply to

    yawn

    by countryside81 Jul 20, 2015 11:45 AM
    hia_intell hia_intell Jul 22, 2015 8:21 PM Flag

    There's a Bloomberg article that shows gold production rising. But it makes the point that production is rising while the price of gold is falling. And then it says that the miners aren't doing much more than paying on debt.

    Well, there's no harm in starting up new higher margin mines. The problem would be mines financed but not starting up. Barrick has that problem.

    Then we can predict that older lower margin mines will be shut down. But they won't be shut down as long as the profit margin is at some level.

    Now the open pit mines are going to benefit from the lower cost of oil.

    So gold miners are not hopeless at $1000 an ounce. I would want P/E ratios of 8 to 10.

    I previously said that miners looking forward to the day of ending operations should have cash on their books (and I would expect that they would play what they know and become commodity and currency traders). So when I say that miners are looking forward to the day of ending operations, I'm suggesting that the current crop of mine startup is the last one
    .

  • hia_intell hia_intell Jul 20, 2015 10:01 PM Flag

    In the time frame that I was referring to, gold went under $255 an ounce in 1999 and came close to those lows again in 2001
    .

  • hia_intell hia_intell Jul 20, 2015 9:20 PM Flag

    Most of my posts have been saying that miners might as well be both miners and "something else". And that "something else" would probably be commodity traders and currency traders.

    See, does PLG really have $114 million and no debt ? If they think the dollar is topped out they could go into the rand and draw 5% interest on $114 million. Or if they are frustrated in not being able to forward-sell platinum then they could buy $114 million in platinum bullion and write calls on it. That's just two ideas but the investment positions could change every few weeks and still be thoughtful investing.

    In fact I made profit on long forex ruble positions during a ruble decline. I just went back in a few days and every big pullback and drew the 5% interest on the leveraged amount.

    Basically, if the legacy miners are looking forward to a day of ending operations then the most important thing is the amount of cash on the books and hopefully no debt.

    Wow, both Barrick and Newmont each had about 40 million ounces of gold in Nevada alone. Barrick was probably hedged while Newmont was not. Gold dropped to less than $225 an ounce but didn't stay there long. It was more reliable at about $275 an ounce.

    This miner here is talking about 58% of 29 million ounces in the second mining operation.

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