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Andreas Hopf  

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  • Bloomberg: Baidu, Uber, P-E firm plan joint bid for Nokia's HERE unit [View news story]
    TOM2 is a great stock. Look at its one year chart, from when Nokia's HERE top personnel left and Volkswagen chose TomTom instead of HERE. TOM2 has turned into a profit mapping company : )
    May 27, 2015. 02:24 AM | Likes Like |Link to Comment
  • Alcatel-Lucent Very Quietly Had A Breakthrough Week [View article]
    Graphene! Patents! HERE! Self-driving-car! IoT! $10 at the end of the year!

    That's what the pundits usually say...
    May 27, 2015. 02:22 AM | Likes Like |Link to Comment
  • Uber, Not Tesla, Will Be Apple's Competition In The Automobile Industry [View article]
    Thieves and car-jackers will be locked in, mildly tasered, and then driven to the nearest precinct in an interrogation-ready state of mind.
    May 26, 2015. 06:27 PM | Likes Like |Link to Comment
  • Alcatel-Lucent Very Quietly Had A Breakthrough Week [View article]
    Don't be angry with yourself having missed the boat, train and bus. One day, you find out when to invest in turnaround or merger candidates. I know it is painful. It has happened to me, too. But not to worry, you'll get better with every trade you make - just let go of emotions; they have no place at the stock market.
    May 26, 2015. 05:04 PM | Likes Like |Link to Comment
  • BlackBerry: Security And Services Are Not Enough [View article]
    Neither ecosystem nor cloud play - only ever shrinking towards oblivion.
    May 26, 2015. 11:16 AM | 3 Likes Like |Link to Comment
  • BlackBerry CEO Chen's compensation figures [View news story]
    Maybe he looked at them in a parallel universe?

    The ones published in ours show no improvement in any relevant metric - users, devices and revenues down once again.
    May 26, 2015. 11:12 AM | 3 Likes Like |Link to Comment
  • BlackBerry CEO Chen's compensation figures [View news story]
    No.

    1. Prem Watsa, who engineered a $1.25bn cash infusion, prevented BlackBerry from bankruptcy.

    2. Then, John Chen stepped in by way of asset sales, layoffs and tax benefit collection.

    3. Now, BlackBerry is using its cash pile to buy in software revene to have something to show at the next quarterly report.

    In short - a terminally ill business.
    May 26, 2015. 06:30 AM | 2 Likes Like |Link to Comment
  • BlackBerry CEO Chen's compensation figures [View news story]
    "...and the workforce reduction that began three years ago is now behind us..."

    In short: John Chen blatantly lied.
    May 26, 2015. 06:27 AM | 3 Likes Like |Link to Comment
  • Alcatel-Lucent Very Quietly Had A Breakthrough Week [View article]
    JNPR since the NOK/ALU deal http://bit.ly/1LCJTPs

    TOM2 since Nokia's HERE management left http://bit.ly/1LCJTPu

    You know why I love SA? Some authors and commenters literally beg you to pick up free cash with a little bit of understanding involved.

    This is what happens when you take the ugly girl out to dance - her father turns out a millionaire : )
    May 25, 2015. 04:14 PM | 2 Likes Like |Link to Comment
  • Alcatel-Lucent Very Quietly Had A Breakthrough Week [View article]
    Titanic? Check out that beauty of a chart http://bit.ly/1dtvav1 A profit printing ATM with no PIN. You just had to help yourself now and then.

    You obviously missed the boat and then the train. Now, you're about to miss the bus. Take the bicycle or start walking...
    May 25, 2015. 04:06 PM | 1 Like Like |Link to Comment
  • Alcatel-Lucent Very Quietly Had A Breakthrough Week [View article]
    Too bad you did not notice management changes and missed the boat.
    May 25, 2015. 01:10 PM | 1 Like Like |Link to Comment
  • Alcatel-Lucent Very Quietly Had A Breakthrough Week [View article]
    "If anything, Alcatel-Lucent's exceptional week is just further incentive to buy, hold, and forget regardless of what happens with Nokia."

    Absolutely. The third wave, since "the deal", is already profitable. And most interesting is that ALU does better than NOK, although theoretically, the ratio should be at 0.55 because of the terms of the stock-only deal.
    May 25, 2015. 06:49 AM | 4 Likes Like |Link to Comment
  • Shopify IPO Is Looking Very Risky For Investors [View article]
    Problem is - companies are lumped together that don't belong together. You would also not compare Verizon to Ericsson, or Exxon to Transocean, wouldn't you?

    GoDaddy = website building tools, domains, hosting
    Shopify = online shopping carts, transactions, fulfilment

    Apples and Oranges.
    May 24, 2015. 03:31 AM | Likes Like |Link to Comment
  • BlackBerry: Is Secu Tablet A Precursor To A Larger Deal With Samsung? [View article]
    "Is there some new product, innovation, or change that you think will make a difference?"

    The number of rumours and press-releases has been ramped up to unprecedented levels under John Chen, no small achievement!
    May 23, 2015. 06:41 PM | 4 Likes Like |Link to Comment
  • BlackBerry: Is Secu Tablet A Precursor To A Larger Deal With Samsung? [View article]
    "Remember when Thorsten said 'we will sell 10's of millions of BB10 devices'"

    He also said: "No more tablets in five years!" and "The future is in mobile computing!". He also bought a swanky business jet just before he was kicked out by the loading bay exit.
    May 23, 2015. 06:36 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
10,572 Comments
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