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    • Fri Oct 10th 17:13 PM
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      Rating: 0 0
      Commented on:
      Just How Late Is Nokia with HSUPA devices?
      But are there enough demand for HSUPA phones tho? I mean with all the carriers trying to limit capex
      View article »
    • Mon Sep 8th 20:02 PM
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      Rating: 0 0
      Commented on:
      An SIM Free Option for LTE Should Exist
      Not sure the comparison of one-off transactions between WiMax/LTE and Wifi is valid. Most of those WiFi hotspot charges a ridiculous amount for one-off accesses (at least in US) and actually made using post-paid mobile data much more attractive. Hell even AT&T, T-Mobile USA and Sprint offers one-off hotspot free as an promotion to their DSL and 2.75G/3G+ wireless data plan packages.
      View article »
    • Sun Aug 17th 02:16 AM
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      Commented on:
      Inside NPD's July '08 Gaming Report
      PC as a platform is transitioning from transaction based gaming to subscription and micro-transaction based gaming, with ARPU per game shrinking significantly.

      Transaction based PC game sales are declining rapidly compare to their console counterparts.
      View article »
    • Tue Aug 5th 17:46 PM
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      Commented on:
      Electronic Arts: Growth is Coming
      How could anyone bank on one single quarter for all the revenue and earnings growth is beyond me...
      View article »
    • Tue Aug 5th 17:45 PM
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      Commented on:
      The Video Game Industry: An $18 Billion Entertainment Juggernaut
      Missing Activision Blizzard is a double red flag in your video game industry research. And now even revenue line for Nintendo? Damn.
      View article »
    • Sat Jul 26th 22:48 PM
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      Commented on:
      NVIDIA's Long-Term Prospects Mean It's Currently Undervalued
      History tend to repeat itself; Nvidia and ATI wiped out all those 2D graphics vender and nurtured the 3D gaming trend. Now the predominant trend is mobile and online gaming, neither of which requires high-end graphics. It's a good company but unfortunately its end market are just not there anymore and Intel is coming...

      Sorta like SIRF story, where GPS was the trend for mobile devices over the past several years and now the trend is shifting towards multi-touch and software applications...
      View article »
    • Sat Jul 26th 15:19 PM
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      Commented on:
      NVIDIA's Long-Term Prospects Mean It's Currently Undervalued
      Do you even remotely understand's Nvidia's business? Besides the competent management part, which I truthful agree, here's some reason to stay away from the dog during this product cycle:

      1) F*cked up GPU designs as Nvidia repeating Intel's Pentium 4 footstep; overheating and underperformance with a higher price that cant be saved until a complete redesign.
      2) Increased competitive pressure from Intel at its core GPU marke in addition to non-performing GPGPU and mobile GPU markets. Slowing down of high end mobile devices this year will not help.
      3) GPU market is shrinking as PC gaming transforms from the FPS dominated platform to much less graphics intensive MMORPG. A decaying market.
      View article »
    • Wed Jul 23rd 17:05 PM
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      Rating: 0 0
      Commented on:
      Higher Food Prices Bane of Farmers, Boon to Agriculture ETFs
      Tim, the trade goes like this: oil price down -> demand for Ethanol down -> demand for corn down -> corn price down.

      But given the inflation and limited production of grain based products in other countries, I think food price will continue to go up in the intermediate run.
      View article »
    • Wed Jul 16th 11:24 AM
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      Commented on:
      Game On for Activision Blizzard
      What an article without any essence!

      Do you even play any videogames or even remotely understand the industry at all...
      View article »
    • Tue Jul 8th 20:29 PM
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      Commented on:
      International ETF Update: Single Country ETFs, Latin America, Poland, and China-Taiwan Relations
      FXI doesn't fully represent China but only the H share and Red Chip companies.
      View article »
    • Tue Jul 8th 20:17 PM
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      Rating: 0 0
      Commented on:
      NextWave Wireless: Benefiting From Blackberry Enabling HTML In Emails
      Not tired of pumping WAVE yet?

      There are just not enough buyer for WAVE to sell its spectrum holdings and all those ACS/WCS spectrums are actually worth a lot less than you estimated for mobile devices due to the extremely limited transceiver supply.
      View article »
    • Tue Jul 8th 20:02 PM
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      Rating: 0 0
      Commented on:
      Made in Taiwan: 3 Funds for the Next Asian Market Bubble
      Without going into the political discussions, much of Taiwan's new exports are in outsourcing electronic related design and productions. All those companies will feel sharp pain from sluggish US and Western Europe economies.

      But long-term speaking, Taiwan will greatly benefit from taking a more open stance on globalization.
      View article »
    • Thu Jul 3rd 18:38 PM
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      Rating: 0 0
      Commented on:
      Beware of Crumbling BRICs
      "China also has an undervalued currency. If policymakers allowed the currency to float more freely, it would almost certainly erase a large chunk of that country's imported commodity price inflation."

      Higher RMB => more expensive goods made in China => higher inflation in US

      Blue collar jobs complained most about China's RMB but now they are getting burned because of a richer RMB.
      View article »
    • Tue Jul 1st 20:04 PM
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      Rating: 0 0
      Commented on:
      NextWave Wireless: The Most Leveraged Play on iPhone 3G
      The bad news are

      1) that there is only two buyers of WAVE's spectrum
      2) base station routers poses more limitation on wireless traffic congestion than airwave utilization.
      3) WAVE's WiMax business aren't getting traction and
      4) its TDD broadcasting technology only has limited users in Europe
      View article »
    • Mon Jun 23rd 09:35 AM
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      Rating: 0 0
      Commented on:
      A Real iPhone Challenger - Barron's
      Long Apple short RIMM, NOK and HTC because iPhone will dominate the smart phone world! Everybody and their grandma will be using an iPhone!

      So how many of you Apple fanboys are posting here using iPhone while lining up for July 11th release?
      View article »