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Eric Nabity

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  • The Death of Mechanical HDDs is Nigh

    By Eric Nabity - August 6, 2012 | Tickers: AMD, INTC, MU, STX, WDC

    Seagate Technologies (NASDAQ: STX) has announced that earnings in the next quarter will be down 10%.  Seagate manufactures mechanical disk drives (HDDs) that mostly end up in computers.  At least one analyst, Vijay Rakesh at Sterne Agee, has taken this to mean that the upcoming quarter for computer processor manufacturers Intel (NASDAQ: INTC) and AMD (NYSE: AMD) will be worse than guided by those companies.


    In the past, this might more »

  • Under the Surface

    By Eric Nabity - June 25, 2012 | Tickers: AAPL, ARMH, INTC, MSFT

    Most have speculated that the recently announced Surface tablet by Microsoft (NASDAQ: MSFT) is an attempt to enjoy significant revenues similar to what Apple (NASDAQ: AAPL) does on the iPad by emulating their front to back involvement in the device.  This may be the case.  However, before coming to this conclusion one must ask another question first.  Why isn't there a Surface tablet with an Atom processor in it more »

  • Is Apple a Trap?

    By Eric Nabity - May 16, 2012 | Tickers: AAPL, GOOG, INTC, SNE

    The investment community is in love with Apple (NASDAQ: AAPL).  If analysts aren't gushing about the next expected conquest in consumer electronics, they are scheming other stock plays like Qualcomm that take advantage of those conquests.  On the financial side, there is also a lot to love.  Apple is a juggernaut that generated $142 Billion in the past year.  Profit margins are high for the consumer electronics company and more »