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Andreas Hopf

 
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  • Alibaba Bank Nears As Piracy Scandal Grows [View article]
    BABA and YHOO are, by and large, twins. So, yes.
    Jan 30, 2015. 02:45 AM | Likes Like |Link to Comment
  • Alibaba Bank Nears As Piracy Scandal Grows [View article]
    Communist Party of China.
    Jan 29, 2015. 05:05 PM | Likes Like |Link to Comment
  • Alibaba Bank Nears As Piracy Scandal Grows [View article]
    Typo, sorry.
    Jan 29, 2015. 05:04 PM | Likes Like |Link to Comment
  • AMD Rumors: Separating Fact From Fiction [View article]
    "I'm hoping it doesn't reverse on you while you are still negative... sucks to get it from both sides... you'll hate it forever if that happens! ;)"

    I surely will.
    Jan 29, 2015. 04:54 PM | Likes Like |Link to Comment
  • Alibaba Bank Nears As Piracy Scandal Grows [View article]
    "Xi Jinping is firmly behind Ma Yuen."

    Maybe. But maybe not the entire CPC.
    Jan 29, 2015. 04:45 PM | Likes Like |Link to Comment
  • Alibaba Bank Nears As Piracy Scandal Grows [View article]
    "My worry is that this may be the start of something bigger."

    Well possible. I did not see that coming. There is a strategy behind it, probably to hammer down things that stick out too prominently. And Jack Ma chose NASDAQ for the IPO, which did not go down well in some PRC circles. I would not at all be surprised if Jack Ma eventually develops "unspecified health problems" that necessitate him "stepping aside to pursue less stressful affairs". In a nutshell, this could become a CPC issue, if it already isn't.
    Jan 29, 2015. 04:38 PM | Likes Like |Link to Comment
  • Alibaba Bank Nears As Piracy Scandal Grows [View article]
    Alibaba (NYSE:BABA):
    Q4 EPS of $0.81 beats by $0.06.
    Revenue of $4.22B misses by $230M.
    BABA = -11% (€)

    Amazon (NASDAQ:AMZN):
    Q4 EPS of $0.45 beats by $0.28.
    Revenue of $29.33B (-0.9% Y/Y) misses by $340M.
    AMZN = +9% (€)
    Jan 29, 2015. 04:33 PM | 2 Likes Like |Link to Comment
  • Alibaba beats by $0.06, misses on revenue [View news story]
    Alibaba (NYSE:BABA):
    Q4 EPS of $0.81 beats by $0.06.
    Revenue of $4.22B misses by $230M.
    BABA = -11% (€)

    Amazon (NASDAQ:AMZN):
    Q4 EPS of $0.45 beats by $0.28.
    Revenue of $29.33B (-0.9% Y/Y) misses by $340M.
    AMZN = +9% (€)

    See?
    Jan 29, 2015. 04:29 PM | 1 Like Like |Link to Comment
  • Nokia Q4 Earnings Preview [View article]
    "Why does Nokia tell the world it's margins will shrink in 2015?"

    Because they will?
    Jan 29, 2015. 04:25 PM | 1 Like Like |Link to Comment
  • Update: Nokia - Mixed Quarter But No Reason To Worry [View article]
    Wishalloy. Eludium. Unobtanium.

    Graphene is like 3D printing - a storytelling substance.
    Jan 29, 2015. 04:22 PM | Likes Like |Link to Comment
  • Update: Nokia - Mixed Quarter But No Reason To Worry [View article]
    "The management says that they are going to monetize that aggressively."

    And then IP revenue declines. Nokia has never been good at monetising its patents. I hope they get into gear before the patents expire, become obsolete, or else.
    Jan 29, 2015. 04:20 PM | Likes Like |Link to Comment
  • AMD Rumors: Separating Fact From Fiction [View article]
    What else could I do after having been fooled three times by Rory "Soon" Read?
    Jan 29, 2015. 11:36 AM | 1 Like Like |Link to Comment
  • Update: Nokia - Mixed Quarter But No Reason To Worry [View article]
    But, wait, Nokia will be at $10 soon, so they say every year!

    If the market's volatility since October wasn't signaling an imminent crash, today would be a good point to buy some more NOK for a trade.
    Jan 29, 2015. 11:31 AM | Likes Like |Link to Comment
  • AMD Rumors: Separating Fact From Fiction [View article]
    I often thought of re-entering AMD, but it is just too toxic without at least some good sustainable profits on the horizon. Until then, puts seem the right thing to own. AMD needs to get out of the craptop budget gamer zone, tarnishing the already damaged brand
    Jan 29, 2015. 10:38 AM | Likes Like |Link to Comment
  • Nokia Q4 Earnings Preview [View article]
    "There is in fact nothing but good news and positive outlook for the company and I believe the price will respond accordingly in the next few months."

    Which is what they say since September 2013, when Microsoft bought Nokia's D&S. It is, sadly, still a trading vehicle since more than one year, if one wants to make a decent profit.
    Jan 29, 2015. 07:49 AM | Likes Like |Link to Comment
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