INTC Stock Forecast: Intel’s True VR Technology’s Biggest Opportunity Is In Enterprise Training

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.

Summary:

  • My last buy rating for Intel was last January 8. INTC was trading at $47 back then. It is now trading at $51.39.
  • I hope that discussing Intel’s True VR technology will convince more investors to rally behind INTC.
  • Intel has no smartphone processor but it sure has cutting-edge Virtual Reality products and solutions.
  • Aside from showroom, video games, and live sports, the biggest opportunity in Virtual Reality is actually in skills training.
  • As per the Q4 2018 survey of Super Data Research, training is the top reason why enterprise are adopting virtual reality technology.

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Micron Stock Forecast: Why Micron Is Still A Worthy Investment

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.

Summary:

  • With stronger factory production available, average selling prices of DRAM and NAND flash is down this year.
  • On the other hand, the increasing default RAM and flash storage of new smartphones and computers is still a strong tailwind for Micron.
  • More RAM and flash storage are needed because smartphones now can play PC-level video games. Smartphones are now also decent HD video camcorders.
  • The higher margins possible on 8GB/12GB RAM modules helps offset the lower spot prices of RAM.
  • Micron is an industry leader in DRAM and NAND storage products. Sadly, it is still being undervalued compared to its semiconductor industry peers.

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Microsoft Stock: Strong-Arm Tactic Will Compel Windows 7 Holdouts To Upgrade

Microsoft Stock:

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.

Summary:

  • Windows 7 was released almost 10 years ago. Microsoft stock has a headwind from the fact that Windows 7 still touts more than 36% market share.
  • Microsoft failed to meet its target of 1 billion devices on Windows 10 partly because many business and home users refused to upgrade from Windows 7.
  • Windows 7 support will end on January 24, 2020. Only volume licensed Windows 7 Pro and Windows 7 Enterprise versions will get paid extended support.
  • The expensive fees that Microsoft will charge Windows 7 Pro and Windows 7 Enterprise volume license owners will force them to upgrade to Windows 10.
  • I commend this strong-arm tactic of Microsoft. Microsoft is better off when most Windows 7 users are compelled to upgrade to Windows 10.

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VMW Stock Forecast: VMware Is A Good Bet On Cloud Computing

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.

Summary:

  • In spite shelling out $11 billion as special dividend payment to 81% owner Dell, VMWare still touts more than $11.6 billion in cash & short-term investments.
  • VMWare therefore has enough cash for R&D and expansion purposes.
  • Hybrid Cloud is VMware’s best bet to become a major player in global Software-as-a-Service.
  • VMWare’s next growth driver is data virtualization. Data virtualization is projected to have a market size of $278 billion by year 2023.
  • Server virtualization, which VMware dominates, is only expected to have a market size of $8 billion by year 2023.

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Canon Stock Prediction: The $300 Billion Wedding Industry Is A Massive Tailwind for Canon

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.

Summary:

  • I went long on Canon because I like its robust office/home printing business.
  • We cannot deny that Canon’s camera business still touts an eternal tailwind from the $300 billion wedding industry.
  • Wedding photographers and videographers will always find it necessary to keep buying high-quality Canon photography and video products.
  • Canon’s recent release of a cheaper full-frame mirrorless camera should help it retain its no.1 position in this category.
  • The Imaging or camera business is still Canon’s second biggest revenue generator. It’s always important to discuss when Canon releases new cameras.

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Nvidia Stock Forecast: Nvidia Has A Tailwind From Developers Optimizing for GPU Acceleration

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.

Summary:

  • It is an open secret that majority of PC game developers have long been making games optimized for Nvidia graphics processors.
  • I am happy to report that many creative/design Win32 software developers are now also optimizing for GPU acceleration.
  • Software giants like Corel, Adobe, and Autodesk seems to have a bias for Nvidia GPU acceleration.
  • Small developers like those who created new painting app Expresii also appears to optimize for Nvida GPUs.
  • NVDA remains a strong buy in my book. It has a big lead in data center deep learning and AI acceleration.

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ANET Stock Forecast: Why Arista Networks Remains A Strong Buy

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.

Summary:

  • Cisco and Arista has settled their court battle last year. Arista is now free to keep on taking away networking/data center customers away from Cisco.
  • Compared to Cisco, Arista’s revenue performance over the last five years showed it is the better investment for growth-minded investors.
  • ANET has notably higher valuation ratios than CSCO because it is perceived as the firm with the better growth potential. Cisco is too big and too old, it cannot grow fast anymore.
  • Arista’s management and engineers are former Cisco employees. Arista therefore has the technology and contact lists to disrupt Cisco’s small and large enterprise businesses.
  • I Know First has bullish algorithmic forecasts for ANET.

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Netflix Stock Forecast: Warner & DC Universe Can Replace Disney And Marvel at Netflix

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.

Summary:

  • Netflix will likely lose more Disney and Marvel-licensed TV series and movies.
  • The upcoming launch of Disney+ requires Netflix to find other third-party content providers for its streaming business.
  • Warner Bros and DC Comics are white knights that can help Netflix survive the loss of Disney and Marvel-licensed shows.
  • Netflix can spend billions of dollars on original content but it can never match the long-term pull of Marvel or DC superheroes-themed movies and shows.
  • Netflix still needs globally-famous third-party licensed shows to attract more international subscribers.

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