Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Jerome who wrote (2415)	12/15/2014 10:00:24 AM
From: Kirk ©	Respond to of 26845

I worry that too much of the server and router business is going to China... what if they build in back doors to their equipment that they can use if they don't like something we do be it military or a movie critical of their government? I check my bank balances every day and look for any charges that I did not authorize. I have my credit cards send me an email for any activity above a min that I set at something like $10 or lower. My ATM sends me an email for every transaction. I check our investment accounts regularly and I caught something at Schwab taking money from my girlfriend's account via a debit card we forgot about. So now I check ALL my accounts but for a few that are difficult to do with "Update all" almost daily with Quicken to find the new transactions. I may get the new Quicken 2015 (using 2014 and I usually don't upgrade until they stop allowing automatic downloading) just for the free credit score and the latest to check accounts easily.

To: Jerome who wrote (2415)	12/15/2014 10:04:00 AM
From: Kirk ©	Respond to of 26845

I remember working during the Cold War and there was a requirement for ALL parts in military gear to have US sourced content. I wonder if we could get laptops used by all analysts if they had to have ALL parts now sourced in the US. Servers.... scary.... Digitimes Research: US server vendors see growing threat from China competitors Joanne Chien, DIGITIMES Research, Taipei [Monday 15 December 2014] , With the server market's rapid growth and the China government's aggressive efforts to build up the country's server industry, China-based server brand vendors have all seen their annual shipment growths surpassing 50% in the past few years. As Lenovo completed the acquisition of IBM's server business in September of 2014, Digitimes Research expects the strong growth to continue in 2015. Combined server shipments from China's top-3 local server brands (Lenovo, Huawei and Inspur) will likely reach two million units in 2015, surpassing Dell, currently the second largest server vendor worldwide. With IBM's shipment volume, Lenovo's server shipments are estimated to break one million units in 2015, while Huawei and Inspur are both expected to ship over 400,000 units in the year, up from above 300,000 units in 2014. Dell is estimated to ship about 1.9 million servers in 2015. Hewlett-Packard (HP) is expected to suffer an over 10% on-year drop in server shipments in 2014 and if the vendor is unable to stop the decline in 2015, the company may also be surpassed by these China vendors. Digitimes Research expects these China-based vendors to individually make it to the global top-5 rankings in 2015, and their combined share of worldwide shipments will rise from 11% in 2014 (IBM's volume will be included into Lenovo's shipments starting fourth-quarter 2014) to 19% in 2015. Content from this blog post was provided by the Digitimes Research Tracking team, which focuses on shipment data and market trends in the global mobile device supply chain. Digitimes Research provides quarterly tracking services for market sectors such as Global Tablet, China Smartphone, China Smartphone AP, China Touch Panel, Taiwan ICT and Taiwan FPD. Click here for more information about Digitimes Research Tracking services.

To: Jerome who wrote (2415)	12/15/2014 10:09:57 AM
From: Ken Adams	1 Recommendation Recommended By Jerome Read Replies (1) \| Respond to of 26845

Once I retired (over 10 years ago) I paid off and got rid of all but one credit card. I was able to pay off my mortgage about then and was debt free. Since then I cash a check once a month for a few hundred dollars in twenties. Those go into a drawer in my office and I pull them out, one at a time as needed for "walk around" money. I pay cash for as much as I can and my card charges and bank balances are looked at almost daily. I also have LIFELOCK as one more filter. As I pay the card balance each month, at that moment I'm once again debt free. I've never had a problem but I know several who have. It's best to be cautious.