"Intel Corp. may become the Grinch who stole Christmas from large PC makers. HP Inc. (HPQ) and Dell Technologies Inc. $DELL both admitted Tuesday that they expect a negative impact on their future results as a result of chip shortages for which Intel apologized last week. Dell laid bare that the chip giant's shortages have gotten worse, an issue that was not clear in the apology, since Intel $INTC reiterated its stronger-than-expected guidance for the fourth quarter."
Gapping up here with Morgan Stanley giving them a $68 price target, watching for $55.00 to hold on any pullback and watching for a push to test $65.00. We are trading $DELL come join us https://daytrading.group/wsvay
As software eats hardware phenomena continues to take hold, next 10 years will be very interesting to watch. The need for beefy and custom hardware for specific workloads doesn't arise as software becomes more capable and intelligent. Dell, HPE and other server vendors shrink going forward and their margins shrinking much faster. What HPE and Dell are doing right now is to move into subscription model and convert their existing customers into monthly subscribers based on beefy and expensive hardware. Eventually, they will use software and replace expensive hardware beneath with cheap commodity servers. But they will still get paid higher for their hardware. Smart move, if they actually do it. In this next 10 years journey Dell, HPE, VMware and Nutanix will have bright future assuming they can put brakes to big 5 AWS, azure, Google, Oracle and Alibaba.
In this journey HPE and Nutanix seems far ahead and Dell/VMware has few hurdles to cross. This is a very simplistic take, but I am positive that every enterprise will take advantage of innovation already at play with AWS, google, Facebook etc. What $csco will do here, I have no idea. $dell, $hpe, $vmw
After years of high-profile onstage announcements, Oculus has decided to quietly deliver the successor to its flagship Rift virtual reality headset, confirming most bits of our October report with the release of the new Oculus Rift S. As we first rep
After years of high-profile onstage announcements, Oculus has decided to quietly deliver the successor to its flagship Rift virtual reality headset, confirming most bits of our October report with the release of the new Oculus Rift S. As we first rep
$intc to the moon!!! Intel is planning a new product line called Puke-Lake with a million "backdoors" for happy hackers. And $dell and $hpq will happily buy for the big kickbacks. So much potential.
Actinium $ATNM will announce earnings and Phase 3 Trial Results. They are curing BONE CANCER.
“Upon approval, Iomab-B is intended to prepare and condition patients for a bone marrow transplant, also referred to as a hematopoietic stem cell transplant, in a potentially safer and more efficacious manner than intensive chemotherapy conditioning that is the current standard of care in bone marrow transplant conditioning.”
$NLOK is a strong buy to complement the desktop PC/laptop boom. Advertising will be dirt cheap. Consumer software and PC hardware will benefit from Covid. Work from home will support and create demand for all types of users to secure their computers and devices. For people out of work or small businesses under stress, they will definitely need a desktop PC to do their unemployment apps, PPP apps, SBA apps, loan apps, and work that can't be done on mobile devices. By the way, with all the financial and personal information floating around, all types of users (from individuals and businesses to govt) will need NLOK protection. Many people had problems filing for unemployment benefits because someone stole their identity.
From telework mistakes, to virus-related phishing links, to new work processes to nation-state hackers, here’s how the coronavirus creates new opportunities for cybercriminals.
From telework mistakes, to virus-related phishing links, to new work processes to nation-state hackers, here’s how the coronavirus creates new opportunities for cybercriminals.
Initiated by Argus Buy
Maintains Raymond James Financial Outperform USD 69 » USD 85
Maintains Morgan Stanley Overweight USD 82 » USD 95
"Intel Corp. may become the Grinch who stole Christmas from large PC makers. HP Inc. (HPQ) and Dell Technologies Inc. $DELL both admitted Tuesday that they expect a negative impact on their future results as a result of chip shortages for which Intel apologized last week. Dell laid bare that the chip giant's shortages have gotten worse, an issue that was not clear in the apology, since Intel $INTC reiterated its stronger-than-expected guidance for the fourth quarter."
https://daytrading.group/wsvay
Dell, HPE and other server vendors shrink going forward and their margins shrinking much faster. What HPE and Dell are doing right now is to move into subscription model and convert their existing customers into monthly subscribers based on beefy and expensive hardware. Eventually, they will use software and replace expensive hardware beneath with cheap commodity servers. But they will still get paid higher for their hardware. Smart move, if they actually do it. In this next 10 years journey Dell, HPE, VMware and Nutanix will have bright future assuming they can put brakes to big 5 AWS, azure, Google, Oracle and Alibaba.
In this journey HPE and Nutanix seems far ahead and Dell/VMware has few hurdles to cross.
This is a very simplistic take, but I am positive that every enterprise will take advantage of innovation already at play with AWS, google, Facebook etc.
What $csco will do here, I have no idea.
$dell, $hpe, $vmw
Intel is planning a new product line called Puke-Lake with a million "backdoors" for happy hackers.
And $dell and $hpq will happily buy for the big kickbacks. So much potential.
Target Raised by JPMorgan Chase Overweight USD 70 » USD 80
“Upon approval, Iomab-B is intended to prepare and condition patients for a bone marrow transplant, also referred to as a hematopoietic stem cell transplant, in a potentially safer and more efficacious manner than intensive chemotherapy conditioning that is the current standard of care in bone marrow transplant conditioning.”
More on Phase 3 Trial info and SUCCESSFUL Phase 2 Results.
https://www.actiniumpharma.com/product-pipeline/iomab-b
And this stock is only $.40!!!
$ATNM $GNUS $XSPA $KTOV $HTZ $DELL $TSLA
Market :- it's one time boost.
On other side cloud companies, WFH other also beating but not as much
Market:- This will continue for life.
The Death Of The PC Has Been Greatly Exaggerated
https://seekingalpha.com/article/4340218-hp-inc-death-of-pc-greatly-exaggerated?sht=q9gfs8&shu=ou534
$NLOK is a strong buy to complement the desktop PC/laptop boom. Advertising will be dirt cheap. Consumer software and PC hardware will benefit from Covid. Work from home will support and create demand for all types of users to secure their computers and devices. For people out of work or small businesses under stress, they will definitely need a desktop PC to do their unemployment apps, PPP apps, SBA apps, loan apps, and work that can't be done on mobile devices. By the way, with all the financial and personal information floating around, all types of users (from individuals and businesses to govt) will need NLOK protection. Many people had problems filing for unemployment benefits because someone stole their identity.
$NLOK Identity-theft and cybersecurity impacts of the coronavirus and beyond. How Covid-19 is creating data breaches: https://www.govtech.com/blogs/lohrmann-on-cybersecurity/how-is-covid-19-creating-data-breaches.html
https://www.cnet.com/news/filing-for-unemployment-after-coronavirus-layoffs-some-are-victims-of-identity-theft/
Target Raised by Cowen Market Perform USD 63 » USD 66
Upgrades RBC Capital Outperform USD 48 » USD 80
Maintains Raymond James Financial Outperform USD 54 » USD 69
Target Raised by JPMorgan Chase Overweight USD 68 » USD 70
Target Raised by Wells Fargo Overweight USD 70 » USD 75