I'm a life-long technology and gadget afficiando, with penchants for business, investing, and photography. I work at Microsoft, where I am a Program Manager on SoC platforms. Everything posted here is of my own opinion, although, like everyone else, I am influenced by the people and technologies that surround me.

Welcome to randomprocess. This is my digital playground.

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When something irrational happens, most try to find a logical reason to explain matters. Sometimes, the reasonable course of action is to simply attribute nonsensical behavior to nonsensical-ness, as Stifel does today on TSLA.

…the reality is, these issues simply do not matter with respect to Tesla’s stock. Tesla sentiment is like a freight train… Tesla has captivated a global audience, some of whom have lost interest in distinguishing horsepower ratings among the dozens of $100k-plus luxury vehicles, others that would have never considered spending six-figures on anything but a house.

Customer sentiment != investor sentiment. When your world is the one of investment, momentum’s physics don’t quite work the way we expect.

 

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In 2013, multiple analytics firms forecasted surging tablet sales to outpace declining PC sales in 2014. But on the back of strong PC earnings, recently, from the likes of HP, Intel and Microsoft and slowing premium tablet sales, things are changing.

The 2Q14 results suggest that the consumer installed base restructuring peaked during 2013. We are seeing a slowdown in premium tablet sales, which have already penetrated a large number of households. PCs are now growing off a smaller installed base of newer devices, with more engaged users. Therefore, we expect to see slow, but consistent, PC growth

- Gartner, July 9, 2014

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Tomorrow at 10am PST! I’m so excited.

http://www.xbox.com/en-US/hub/reveal