"SHOW ME THE MONEY" VIEWS on HOW to make MONEY GR

[Bretsky]

Well Bretsky, judging from my knowledge of consumer electronics and what is about to pick up, if you're looking for a solid stock that will make some money and always be solid, now would be a good time to buy some Intel. They've been down in the dumps for awhile now and their roadmap for the future is looking a whole lot better than AMD (the competition) and it certainly seems like they're back in full-force.

Canon would be a good company as well because they have a huge investment in SED technology, which uses nanotubes to create an extreme thin video display that is very high contrast and brightness with all the benefits of a classic cathode ray tube in an extremely thin (much thinner than anything out now) package. It is also to be manufactured very cheap because of how they make the carbon nanotubes. They expect this to be HUGE by 2010 and be the way we all watch tv. Canon and Toshiba funded this multi-billion dollar poject if I recall.

Microsoft has a new operating system coming out at the start of 2007. That, paired with office should sell quite a bit.

Apple is a company with a rising reputation with tremendous growth.

My dad was talking about a bunch of biotechnology companies emerging in the next few years. He's big on the investing and that might be something to look into.

That's all i've got. Doubt it's helpful, but its a nice reminder of new, cool products coming out!!

I'll check out Cannon; is the SED technology new ?

I too think Intel is going to come back, but it's been a dead horse for 2 plus years now. Edward Jones, one of the most conservative investment companies, has been recommending it along with EMC, another dog, that I already own. Short term Intel might be alright, but I'm looking for home runs........high risk.....high reward.....and Intel and Apple are too big.

If your dad hits on the right biotech company, he can get some huge gains fast. I've been looking into companies that specialize with obesity since that's growing. Next time you email/speak with your day ask him for a few of his favorites; researching stocks and trying to strike it big is a lot of fun for me at least. I've hit some home runs on picks that went way up and then down; just didn't sell at right time so didn't make what I should have.

[Partial]

SED is brand new, yes. It is "nano-technology" since it uses carbon nanotubes. My understanding is its much cheaper to produce then current technology, just the R&D was ridiculous on it.

[Bretsky]

SED is brand new, yes. It is "nano-technology" since it uses carbon nanotubes. My understanding is its much cheaper to produce then current technology, just the R&D was ridiculous on it.

Thanks for the info; I'll have to look into this, and hopefully find out what other companies will benefit from SED the most.

[Partial]

Here's a link to some information on it directly from Canon. http://www.canon.com/technology/display/

I would definitely say that article is very conservative in the ramifications of this. It's never wise to put all your eggs in one basket, but canon and toshiba poured a ton of money into this and it is definitely looking like a technology that is going to catch on. I've been following the development of this for awhile, since back in the day when DLP first came around. HDTV is not user friendly at all right, and I expect that when they ships, it will compete with DLP/LCD on price, and probably beat plasma. After a year or two, it will be much cheaper once they get the R&D revenue paid off. This is going to be huge, it is coming out at the perfect time, and will all this hype of the next-gen dvd players and game consoles, this thing is going to explode.

The colors are going to be more vibrant by a mile then anything that is out today, it will be brighter, use less energy, it has a 1ms latency which is faster than then plasma, lcd and dlp (clearer image), and if they decide to go with an external power supply and tuner (which I think they will), I don't think its unreasonable to expect less than 2cm thick tv's that are very light yet sturdy. Essentially, they can make this as thin as they want.

[Scott Campbell]

Here's a link to some information on it directly from Canon. http://www.canon.com/technology/display/

I would definitely say that article is very conservative in the ramifications of this. It's never wise to put all your eggs in one basket, but canon and toshiba poured a ton of money into this and it is definitely looking like a technology that is going to catch on. I've been following the development of this for awhile, since back in the day when DLP first came around. HDTV is not user friendly at all right, and I expect that when they ships, it will compete with DLP/LCD on price, and probably beat plasma. After a year or two, it will be much cheaper once they get the R&D revenue paid off. This is going to be huge, it is coming out at the perfect time, and will all this hype of the next-gen dvd players and game consoles, this thing is going to explode.

The colors are going to be more vibrant by a mile then anything that is out today, it will be brighter, use less energy, it has a 1ms latency which is faster than then plasma, lcd and dlp (clearer image), and if they decide to go with an external power supply and tuner (which I think they will), I don't think its unreasonable to expect less than 2cm thick tv's that are very light yet sturdy. Essentially, they can make this as thin as they want.

Why go with an external power supply?

[Partial]

Why go with an external power supply?

Thinner, a few high-end really thin LCD computer monitors are going that way, for example the apple cinema displays, some NEC ones.

[Scott Campbell]

Why go with an external power supply?

Thinner, a few high-end really thin LCD computer monitors are going that way, for example the apple cinema displays, some NEC ones.

So they have a power brick like a laptop?

[Scott Campbell]

Why go with an external power supply?

Thinner, a few high-end really thin LCD computer monitors are going that way, for example the apple cinema displays, some NEC ones.

So they have a power brick like a laptop?

[Scott Campbell]

Well Bretsky, judging from my knowledge of consumer electronics and what is about to pick up, if you're looking for a solid stock that will make some money and always be solid, now would be a good time to buy some Intel. They've been down in the dumps for awhile now and their roadmap for the future is looking a whole lot better than AMD (the competition) and it certainly seems like they're back in full-force.

Canon would be a good company as well because they have a huge investment in SED technology, which uses nanotubes to create an extreme thin video display that is very high contrast and brightness with all the benefits of a classic cathode ray tube in an extremely thin (much thinner than anything out now) package. It is also to be manufactured very cheap because of how they make the carbon nanotubes. They expect this to be HUGE by 2010 and be the way we all watch tv. Canon and Toshiba funded this multi-billion dollar poject if I recall.

Microsoft has a new operating system coming out at the start of 2007. That, paired with office should sell quite a bit.

Apple is a company with a rising reputation with tremendous growth.

My dad was talking about a bunch of biotechnology companies emerging in the next few years. He's big on the investing and that might be something to look into.

That's all i've got. Doubt it's helpful, but its a nice reminder of new, cool products coming out!!

I'll check out Cannon; is the SED technology new ?

I too think Intel is going to come back, but it's been a dead horse for 2 plus years now. Edward Jones, one of the most conservative investment companies, has been recommending it along with EMC, another dog, that I already own. Short term Intel might be alright, but I'm looking for home runs........high risk.....high reward.....and Intel and Apple are too big.

If your dad hits on the right biotech company, he can get some huge gains fast. I've been looking into companies that specialize with obesity since that's growing. Next time you email/speak with your day ask him for a few of his favorites; researching stocks and trying to strike it big is a lot of fun for me at least. I've hit some home runs on picks that went way up and then down; just didn't sell at right time so didn't make what I should have.

INTC will again be competitive in the processor marketplace, but has it's brand been irreparably harmed? People used to buy "Intel Inside" without thinking. Since they moved from 1.3 mm to 90 nm with the Prescott introduction, they've been getting their clock cleaned by AMD. The Prescott ran way too hot and enthusiasts couldn't overclock them. Most bought AMD and companies began to notice. Your Best Buy ad now included some AMD systems, and people began to ask questions before they purchased. Some bought AMD, which was more than before. AMD grew their market share, and it's stock has skyrocketed since early last year.

Now Dell who was previously an Intel only shop began offering Opertons to their server customers a while back, and this week they announce that consumers can buy AMD's now too. The people at Intel had to be thinking - Is nothing sacred?

I hear INTC got things worked out with the move to 60nm on the dual cores and they won't perform like easy bake ovens anymore, but I don't know if that will prop the stock back up. The cat is out of the bag, and people know they have a real choice - i.e. the brand has been damaged.

I know where you guys are coming from, as I've been extremely tempted to buy INTC because it looks so danged cheap.

[Bretsky]

Here's a link to some information on it directly from Canon. http://www.canon.com/technology/display/

I would definitely say that article is very conservative in the ramifications of this. It's never wise to put all your eggs in one basket, but canon and toshiba poured a ton of money into this and it is definitely looking like a technology that is going to catch on. I've been following the development of this for awhile, since back in the day when DLP first came around. HDTV is not user friendly at all right, and I expect that when they ships, it will compete with DLP/LCD on price, and probably beat plasma. After a year or two, it will be much cheaper once they get the R&D revenue paid off. This is going to be huge, it is coming out at the perfect time, and will all this hype of the next-gen dvd players and game consoles, this thing is going to explode.

The colors are going to be more vibrant by a mile then anything that is out today, it will be brighter, use less energy, it has a 1ms latency which is faster than then plasma, lcd and dlp (clearer image), and if they decide to go with an external power supply and tuner (which I think they will), I don't think its unreasonable to expect less than 2cm thick tv's that are very light yet sturdy. Essentially, they can make this as thin as they want.

THIS GIVES ME A NICE RESEARCH PROJECT FOR THE WEEKEND. I'D DEFER BACK TO THE THEORY ON CAMERA PHONES GREATLY EXPANDING THAT I POSTED. I'd buy the companies that dominate production of chips that go into the technology.

Likewise, I don't think I'd want Toshiba or Canon. Too known; gotta find the companies that they need to make this work well.

B

[Bretsky]

INTERESTING ARTICLE THAT I DON"T UNDERSTAND THAT WELL FROM MSN MONEYCENTRAL

Jubak's Journal
The 7 next big things in tech

The biggest winners in technologies are the ones that change the game completely, sending rivals to the scrap heap.

Want to find the next big thing in technology? Follow the destruction.

No truly big change takes place without overturning traditions, sending competitive rules to the dustbin of history, and destroying formerly flourishing companies. Avoid the victims and own the agents of change and you'll retire richer, buy that house in Tuscany, and still send the kids to the college of their choice even if they don't win that lacrosse or flute scholarship.

Today I'm going to help you along to those goals by giving you my list of seven disruptive technologies that are cutting a wide path of destruction. It should get you started in putting together your own list of destructive opportunities.

Change is a good thing. A faster and more powerful graphics chip sends me to the store to buy a new PC … to buy new games that take advantage of the chip … to upgrade my display so I can see the full glory of those new graphics. See the news
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And that's all good news for Nvidia (NVDA, news, msgs), which made the graphics chips, for Electronic Arts (ERTS, news, msgs), which distributed the games, and for Dell (DELL, news, msgs), which sold the display. A steady stream of new products -- what we often call progress -- is the lifeblood of technology companies.

And, as I wrote in my last column, "What's the matter with tech stocks?," when this kind of change-as-usual dominates the technology sector, the sector tends to do well, driving the stock market as a whole higher.

But too much change is a bad thing. It can make obsolete a company's entire product line. I'd tell you to go ask minicomputer maker Digital Equipment, except that, well, it's out of business. It can force a wrenching shift in direction that crushes a company's momentum for years. Just think of how long it has taken IBM (IBM, news, msgs) to come up with a strategy to replace the tiny mistake it made when it let Microsoft (MSFT, news, msgs) grab control of the new operating system for PCs. (Microsoft owns MSN Money.)

Obviously, disruptive change creates huge problems for investors. But disruptive change also presents huge opportunities for investors. EBay (EBAY, news, msgs) and Google (GOOG, news, msgs), for example, have done pretty well by investors by rearranging the landscape for online retailing and advertising.

Once you've identified a promising patch of destruction, how do you find the profitable opportunities? I'd offer three general rules:
Look for companies that actually have a plan for profiting from the disruptive shift in technology. Innovation is neat, but for investors it's not nearly as important as a profitable business plan.


Don't pay too much. Yes, it's notoriously hard to value the stock of a truly disruptive technology company. More than 20% of the readers who responded to my pre-IPO survey on Google thought the stock was worthless. But since the odds are that at least 30% of the stocks that you pick as disruptive opportunities will head south, the key is not to pay so much for them that the successful picks can't put your portfolio comfortably in the black.


Don't ignore established companies that are willing to cannibalize their existing business in order to reap the potential profits of disruption. Since these companies aren't betting the store on the disruptive technology, the returns to you, the investor, won't be as high as with a home-run-or-bust bet. But the losses won't be as large either.

Now, on to my disruptive opportunities.

The "Cell" microprocessor. A product of a joint venture between IBM, Sony (SNE, news, msgs) and Toshiba (TOSBF, news, msgs), this chip will power Sony's PlayStation 3 and high-definition TVs from Sony and Toshiba. The chip combines nine cores, a big leap from the two-core chips just being introduced by Intel (INTC, news, msgs) and Advanced Micro Devices (AMD, news, msgs), to provide extremely fast rendering of computation-intensive graphics for uses that range from military displays to consumer electronics. I see this chip putting more pressure on Intel and AMD, which are both struggling to expand beyond their role as makers of chips for PCs. Who's the winner? Too soon to tell.

The home-entertainment gateway. Who is going to control how entertainment media, from music to movies, gets into the home? This is a big deal for the cable companies and for the phone companies. Cisco Systems (CSCO, news, msgs), a name that most investors don't associate with home entertainment, has made the most interesting moves in the sector recently. The company's acquisition of cable-box maker Scientific-Atlanta (SFA, news, msgs) puts Cisco right in the middle of efforts by the cable and phone companies to roll out video on demand and video over the Internet.

But if you combine the video processing power of Scientific-Atlanta's set-top boxes with the home networking products of the company's Linksys, you start to get a home entertainment business that isn't dependent on any specific pipeline into the home. If you still think that Cisco Systems doesn't have ambitions in this space, I suggest you look at the July purchase of KiSS Technology of Denmark, a maker of DVD players and recorders that can be connected to the Internet. The game certainly isn't over, but Cisco suddenly looks like a major player. (About 23% of company revenues now come from the Advanced Technology division that includes Linksys and Scientific-Atlanta.)

The home-entertainment hub. Lots of folks are going after this one because the potential here is to develop something that would replace or combine the TV, the PC, the family stereo system, etc. with a single device that can store and route media in the home. I'll bet that Cisco has this market in mind. So do Microsoft, Sony and Apple Computer (AAPL, news, msgs), just to name a few. The takeaway lesson of Apple's iPod is that ease of use rules. (Think software and design as key to a successful product.) I think this category is still wide open with the disruptive powers still to be fully unleashed.

Internet telephony over mobile phones. Voice Over Internet Protocol (VOIP) hit the mobile phone industry in late February, when Nokia (NOK, news, msgs) introduced its first mass-market phone capable of sending and receiving calls over the Internet. Think of it: No more per-minute charges or limits on your wireless calls. (That's the model at Skype, the VOIP company acquired by eBay, where users can talk for free as long as they pay a flat monthly fee for a broadband connection to the Internet.) Nokia, which owns 48% of Symbian, the biggest supplier of operating systems to high-end mobile phones, is one company to watch in this space. Symbian's latest software supports VOIP. So does Microsoft's Windows Mobile operating system.

Electronic, networked health-care records. Just because President Bush talks so much about the need to put patient records on a national computer network and actually does so little about it, don't assume this won't happen. They're actually building such a system in the United Kingdom at a cost of $11 billion. The goal of the system, due for completion in a decade, is to enable patients and their doctors to access an electronic health-care record, to access prescription records and digital images such as MRIs, and to make appointments. In the U.S., such a system would cost $100 billion to $200 billion, according to government estimates, but it has the potential to save $700 billion a year. The disruptive potential of such a system is huge. For example, all the data would be available in such a system to compare mortality rates at individual hospitals and for consumers to compare prices for various procedures. While we're all waiting for a national solution, take a look at an interesting project from Johnson Controls (JCI, news, msgs) and Emergin. To produce something that Johnson Controls calls the "future-ready" hospital, the company will add Emergin's software communication solutions to the wireless capabilities in Johnson's building-control systems.

Mapping everywhere. I love to look at the new digital maps offered by Google and Microsoft on my PC. But that's only the first stage of a huge increase in digital navigation. The move is toward adding mapping and route-finding software to smaller and smaller devices, a transition from car-based systems, for example, to those in wireless phones and personal digital assistants. According to research from IDC, by 2008, 383 million wireless handsets will be equipped with GPS capability that will allow the delivery and use of digital mapping. That would be six times higher than in 2004. What is clear is that more devices mean more, and more detailed, maps. And that's good for the few companies that supply digital maps to this market. There are two major players: Tele Atlas (TLATF, news, msgs) and Navteq (NVT, news, msgs).

Batteries. They're a key bottleneck for all kinds of products -- and nowhere more so than in the auto industry, where the sudden popularity of gas/electric hybrids has just highlighted the heavy weight and inefficiency of current battery technology. Hybrid vehicles now rely on nickel-metal-hydride batteries, which are a problem looking for a solution. Whether that solution is a better nickel battery or something new -- such as an improved lithium-ion battery (which now has better energy storage but is a fire hazard in a collision) -- the transition will shake up the ranks of auto suppliers around the globe. One stock to watch on the technology front is Johnson Controls (again -- see No. 5 above), which has recently teamed up with Saft, a company with 10 years’ experience in lithium batteries, to develop a new generation of battery for hybrid vehicles. The results of that research probably won't bear fruit until the end of the decade. In the meantime, Johnson Controls has been making inroads into the global auto battery market, thanks to its acquisition of the battery business of Delphi (DPHIQ, news, msgs).

[Partial]

So they have a power brick like a laptop?

Yes. It won't be like Xbox 360 sized or anything, it will be like a MacBook sized powerbrick (60 watt version, 3x2x1 dimensions probably)

[Partial]

INTC will again be competitive in the processor marketplace, but has it's brand been irreparably harmed? People used to buy "Intel Inside" without thinking. Since they moved from 1.3 mm to 90 nm with the Prescott introduction, they've been getting their clock cleaned by AMD. The Prescott ran way too hot and enthusiasts couldn't overclock them. Most bought AMD and companies began to notice. Your Best Buy ad now included some AMD systems, and people began to ask questions before they purchased. Some bought AMD, which was more than before. AMD grew their market share, and it's stock has skyrocketed since early last year.

Now Dell who was previously an Intel only shop began offering Opertons to their server customers a while back, and this week they announce that consumers can buy AMD's now too. The people at Intel had to be thinking - Is nothing sacred?

I hear INTC got things worked out with the move to 60nm on the dual cores and they won't perform like easy bake ovens anymore, but I don't know if that will prop the stock back up. The cat is out of the bag, and people know they have a real choice - i.e. the brand has been damaged.

I know where you guys are coming from, as I've been extremely tempted to buy INTC because it looks so danged cheap.

Intel just released the first processor from it's brand new Core 2 architecture (think P4, P3, P2) yesterday. It was Woodcrest, the server processor. All these new chips they're making are built around one central design that is extremely overclockable and electrically efficient.

AMD released their latest offerings about a month ago. They are solid processors no doubt, but still stuck on the 90nm build. Meanwhile, Intel is well underway with a 45nm build which will come out in 2007. They're WAY ahead right now in that department, and what that means is as they get smaller they're going to be much more efficient and a lot less electricity is going to be lost. All around, it's a good thing.

Intel's Woodcreast is beating the pants of AMD's top end Operton. I am talking 30% improvement in performance, which is ridiculous in the world of computing. Spanking it. Intel has officially won over the server market again, especially since they decided to cut costs on all upcoming products to really stick it to AMD.

Conroe, Intel's desktop consumer chip of the Core 2 variety, is even spanking AMD's best server processor (higher powered). The mid-range version of Conroe beat AMD's highest offering available period by 8%. It is expected that the highest version of Conroe will beat it out by 25%.

Merom, the laptop variant of Core 2 is awesome. Right now, the original core duo is doing very well. It is killing the AMD offering since they were very late to introduce a mobile dual-core processor, and its rather unimpressive at that. Core duo is ridiculous, and Intel has guaranteed Merom will be 20% faster. From some of the benchmarks I have read online, people have experienced up to 50% improvement in the flagship version of Merom (core duo 2) versus Yonah (core duo) which is virtually unheard of.

In addition to this, these chips are designed to natively run at an 800 mhz bus, but are being shipped wiith 667 buses. That means it's extremely overclockable. EXTREMELY.

I have read some articles where people have taken Merom and Conroe from 2.4ish ghz to over 4ghz with air cooling alone. That is ridiculous!!

Intel's road map looks a lot better than AMD's also. They swore off their policy of sticking with one architecture (Netburst AKA Pentium 4) for 5 years again, and swore they would evolve with each processor cycle.

The one thing that AMD may have going is the reverse hyper threading that I read about on Digg today. It can get a dual-core processor to act as one really fast processor, rather than be two seperate processors for the sake of multitasking. This is pretty cool, and if it works the performance in games could sky-rocket!! However, Intel also has this technology built into Core 2 duo.

In summary, Intel is going to rock the faces of extremists and consumers everywhere in the next year. In 2007, their advantage should get even bigger, since the jump from 65nm to 45nm should yield much greater performance (especially in notebooks) difference in comparison to jumping from 90nm to 65nm.

Go Intel!

[Partial]

Bretsky, if you find out any really good nanotech companies you think are going to do alright, let me in on your secrets! I should have about 1,000 to invest after this summer!! I'm excited to buy some stocks!

[pittstang5]

Bretsky and maybe the others in here - I hope this isn't a repeat, but I just noticed this thread and didn't feel like reading through 6 pages.

I have one little blemish on my credit report - a late payment to an electrical company while I was in college. What can I do to get it off my credit report or do I have to wait the 7 or however many years it takes to go away. Which leads me to another question, will it go away in 7 years?

So far it really hasn't affected anything. I was able to get a mortgage and car loan. However, my wife is on the mortgage as well and she has excellent credit. But I hate seeing that one little negative.