Micron Stock Prediction: Battered Micron Is A Cheap Bet That The DRAM Industry Will Eventually Recover

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First
  • Oversupply has caused DRAM prices to plummet this second half of 2015.MU
  • Micron’s -55% YTD drop is understandable since two-thirds of its revenue comes from DRAM sales.
  • I opine that cheaper DRAM modules could be negated by higher volume purchases from PC and mobile device manufacturers.
  • Most new computers now come with a default load of 4GB of RAM. Mid-range $300 smartphones now also come with 4GB of RAM.

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Netflix Stock Prediction: Netflix’s Growth Is Helped By Carriers Offering Unlimited Video Streaming

motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

  • T-Mobile is the first major U.S. carrier to offer unlimited video streaming from Netflix to mobile device users.netflix
  • Other carriers might also follow suit and offer unlimited Netflix streaming to their mobile subscribers.
  • This carrier-backed move to make mobile video streaming free of data cap limits should encourage more Americans to binge on their Netflix usage.
  • Netflix has Strong Buy signals from technical indicators. Algorithmic forecasts are also favorable for Netflix.
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    Accenture Stock Analysis: An Investment With A Decent Dividend & Great Growth Prospect

    motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

     Accenture Stock Analysis

    • Tech-focused investors should consider adding ACN to their portfolio if they are also interested in dividend growth investing.
    • ACN’s dividend yield is only 2% but it has obvious growth opportunity in the BPO industry.
    • Accenture continues to expand its BPO business to include opening branches even in rural provincial areas.
    • This year also saw Accenture do some major acquisitions to further increase its revenue stream.

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    Apple Stock Predictions: It’s True, Apple Will Never Crush Microsoft With Business Customers

    motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

    Apple Stock Predictions

    • Office 365 and Microsoft Office 2016 are inherently superior to any Apple-made productivity software.AAPL
    • Even with IBM’s help, Apple will never crush Microsoft’s hold on enterprise software.
    • Dividend Growth investors will continue to favor Microsoft over Apple. Microsoft has a better platform-agnostic approach toward monetizing enterprise users.
    • Apple’s MacBook and iPad for the enterprise business could suffer from Microsoft’s ambitious Surface Pro 4 and Surface Book campaign.
    • Apple needs a better productivity software product than iWork.

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    Facebook Stock Forecast: Network Ad Blocking Is Not Going To Happen Soon

    motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

    Facebook Stock Forecast

    • Mark Hibben discussed the alleged threat of network level ad blocking last October.images
    • Digicel, a telco operating in the Caribbean, was the first wireless operator to announce it will install Shine ad-blocking technology.
    • Digicel wanted to automatically block ads on mobile apps, not just browser-based content.
    • Telecom regulators ordered Digicel to stop its ad-blocking plans because it might violate its operating license.

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    AMZN Stock Prediction: Amazon’s First Bookstore Is Likely An Acid Test Toward Becoming A Traditional Retailer

    motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First
    • Amazon has opened its first brick & mortar book store.AMZN
    • This is just a decisive expansion move beyond its core online marketplace.
    • Wal-Mart and other traditional retailers are expanding their online stores. It’s only proper that Amazon also expands to physical retailing.
    • Amazon’s stock price is likely to go higher this year considering the holiday shopping season is coming soon.

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    GLU Mobile Stock Analysis: Glu Mobile Should Expand Into Real Money Online Gambling In The U.S.

    motek 1The article was written by Motek Moyen Research Seeking Alpha’s #1 Writer on Long Ideas and #2 in Technology  – Senior Analyst at I Know First

    GLU Mobile Stock Analysis: Summary

    • Kim Kardashian’s game has lost its appeal and formerly strong revenue sales.
    • It’s high time that Glu Mobile expands its portfolio to include online gambling in the U.S.
    • Amaya managed to persuade New Jersey official to allow PokerStars and Full Tilt to operate legal real money online poker again in the U.S.
    • There is more money to be made in real-money online gambling than selling virtual goods on freemium mobile games.
     

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