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Andreas Hopf

 
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  • Alcatel-Lucent jumps on new Nokia merger report [View news story]
    "Tidy profit? Alu is up .20 and Nok .15 , wow tidy profit."

    You must have slept in a parallel universe. Here, in Europe, ALU up 8,66% and NOK up 3,78%. You should have bought yesterday. But, don't be too angry with yourself. Mr. Putin, Mr. Jinping and Mrs. Yellen will surely come up with more V-shaped dips to suit you.
    Dec 18, 2014. 02:35 PM | Likes Like |Link to Comment
  • Blackphone Takes Aim At BlackBerry [View article]
    From your linked article "To combat iPhone 6 sales, BlackBerry went on a promotion round offering iPhone users cash back up to $550 to trade in for Passport. While this promotion is likely to boost revenues in short term, many analysts see it as a desperate sales measure."
    Dec 18, 2014. 02:19 PM | 3 Likes Like |Link to Comment
  • Blackphone Takes Aim At BlackBerry [View article]
    Longs are nervous since 2011. With every CEO, Balsillie, Heins, Chen, the business converges on zero http://imgur.com/6l5iycU

    All you'll get tomorrow is sinking software revenue, more subsidies and probably some more tax-benefit collection. Hardly the picture of a turnaround, let alone prospering company.
    Dec 18, 2014. 01:49 PM | 2 Likes Like |Link to Comment
  • Blackphone Takes Aim At BlackBerry [View article]
    "And while Blackberry might turn a profit now on their handsets…"

    Possible only if they make and sell as little as possible. Which is probably what happened with John Chen's two fail-phones, the Z3 and Passport, that hardly anyone wants to buy apart from diehard yesteryear fans.
    Dec 18, 2014. 12:13 PM | 1 Like Like |Link to Comment
  • Apple: Does The Party End In 2015? [View article]
    He must be well under water. His beloved electronic typewriter BlackBerry just won't remain over $10 and is destined to become a modern day antique. I wonder what his price is; probably well over $15.
    Dec 18, 2014. 12:02 PM | Likes Like |Link to Comment
  • Alcatel-Lucent jumps on new Nokia merger report [View news story]
    Told you guys. A merger is inevitable. If not now, in the foreseeable future. It's a more serious news-source (German "Manager Magazine"). Tidy profit on ALU and NOK today? Hope you bought yesterday as suggested.

    Best thing is: Even if no merger/buy-out materialises, Michel Combes is still absolutely on track as promised on June 19th 2013.
    Dec 18, 2014. 11:24 AM | 4 Likes Like |Link to Comment
  • Yahoo: Declining Business Or Evolving Company? [View article]
    He probably missed the boat in 2012 when MM took over and is now angry with himself not having purchased Yahoo! shares back then.
    Dec 18, 2014. 07:59 AM | 1 Like Like |Link to Comment
  • Yahoo: Declining Business Or Evolving Company? [View article]
    The view of many investors ends on the Pacific and Atlantic coast, and on the Canadian and Mexican border.
    Dec 18, 2014. 07:58 AM | 1 Like Like |Link to Comment
  • Tesla Motors tests the water below $200 [View news story]
    Strongly opposed to Reagonomics, I however preferred him over Carter, that peanut from Ohio.
    Dec 17, 2014. 09:20 AM | Likes Like |Link to Comment
  • Tesla Motors tests the water below $200 [View news story]
    Reagonomics and Thatcherism have prevailed over the decades, their joint dreams of an upwards re-distribution of wealth only being fully realised in recent years.
    Dec 17, 2014. 04:28 AM | 3 Likes Like |Link to Comment
  • Why Investors Should Be Buying Alcatel-Lucent, Not Cisco [View article]
    Consolidation is inevitable. Remember: Three of the five key businesses in an ever dwindling Europe, with carrier CAPEX no longer hyped as an ever producing well of cash. The time is not ripe for that scenario yet, you need to be patient.

    When I heard at an Ericsson investor day that Hans Vestberg split the company in two, I became all ears. I believe, he is readying the business for something in the not too distant future, as are Michel Combes and Rajiv Suri, all on their own terms, of course, as each company's predicament is quite different.
    Dec 17, 2014. 04:17 AM | Likes Like |Link to Comment
  • GoPro's CEO Is Stoked... But Selling [View article]
    Great article. Like DDD, XONE, TSLA and many fashionable hipster MOMO-stocks, this one-product-category wonder will inevitably tumble also. Any shenanigans selling itself now as a "media business" are pure marketing to lure new investors into the stock. Money was surely made by the early birds; the late birds will be caught by a fat cat. If you go GoPro here, you will GoBroke.

    To me, this is a clear signal to buy puts or short sell the stock, if you have not done so already. Enjoy!
    Dec 17, 2014. 04:11 AM | 1 Like Like |Link to Comment
  • Tesla Motors tests the water below $200 [View news story]
    Only possible conclusion: Tesla is a taxpayer's money redistribution scheme.

    It works like this: Hard working average moms and pops who can't dodge taxes are enlisted to fund benefits for greenwashers and hipsters who are wealthy enough to afford a Model S without subsidies. One of the most unethical aspects regarding Tesla.
    Dec 17, 2014. 01:24 AM | 8 Likes Like |Link to Comment
  • BlackBerry Finally Takes E-Commerce Seriously, Hardware Looking Bullish [View article]
    Online sales channels are a different matter. It was about improved e-commerce solutions that supposedly bolster sales.
    Dec 16, 2014. 07:12 PM | 1 Like Like |Link to Comment
  • Tesla Motors tests the water below $200 [View news story]
    Park them as public smartphone four-seater recharging stations?
    Dec 16, 2014. 06:55 PM | 2 Likes Like |Link to Comment
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