Seeking Alpha
View as an RSS Feed

Andreas Hopf  

View Andreas Hopf's Comments BY TICKER:
Latest  |  Highest rated
  • AMD's business model, long-term outlook questioned after Q1 miss [View news story]
    "VR revolution"

    What on Earth are you talking about? There is and there will be no "VR revolution", just as there was no "consumer 3D printing" and "personal cancer cure" and "oil poised for $200 in 2015".
    Apr 18, 2015. 06:30 PM | 3 Likes Like |Link to Comment
  • Nokia And Alcatel-Lucent: What Will The Future Hold? [View article]
    Daimler/Chrysler - now that was one epic lose-lose deal, just to name one.
    Apr 18, 2015. 02:01 PM | 2 Likes Like |Link to Comment
  • Nokia And Alcatel-Lucent: What Will The Future Hold? [View article]
    "...even if I have not been enamored with the Nokia PPS performance since his tenure began."

    Good to hear!

    With Suri, luck is always just around the corner. And the next corner. And yet another...
    Apr 18, 2015. 02:00 PM | Likes Like |Link to Comment
  • Nokia And Alcatel-Lucent: What Will The Future Hold? [View article]
    See http://linkd.in/1Eeh5Nw
    Apr 18, 2015. 01:58 PM | Likes Like |Link to Comment
  • Staples Clearance Sale Going On Now [View article]
    Sure, that's the thing to do, if you're in $-land...

    I contemplate Spanish, Portugese and MDAX ETFs... and, after the odd NOK/ALU deal, CIEN and JNPR, since ERIC's Hans Vestberg will probably have to act.
    Apr 18, 2015. 11:07 AM | Likes Like |Link to Comment
  • Staples Clearance Sale Going On Now [View article]
    I'm just afraid to expose myself to new U.S. ($ denominated) stocks at this point, because I fear the € has seen the bottom. The U.S. markets have been going sideways, yet I was rewarded because of the € collapse. But, sure, BHI and SPLS are worth thinking about...
    Apr 18, 2015. 10:27 AM | 1 Like Like |Link to Comment
  • Staples Clearance Sale Going On Now [View article]
    Everything seems on sale with all your Pro articles... $7m invested in SPLS and in BHI also... what's going on? Did I miss a call to arms on Twitter?
    Apr 18, 2015. 10:20 AM | 1 Like Like |Link to Comment
  • Nokia And Alcatel-Lucent: What Will The Future Hold? [View article]
    No it's not terrible and a known issue since years.
    Apr 18, 2015. 08:40 AM | 1 Like Like |Link to Comment
  • Alcatel-Lucent Investors Should Embrace The Nokia Merger [View article]
    You may also want to consider CIEN and JNPR, because it may well be that ERIC needs to react, and Hans Vestberg may offer cash. Some telecommunication publications hint that such a scenario is plausible and it would make sense for ERIC. But of course, we will only know after the fact.

    I am considering it, but have not purchased; always do your own research.
    Apr 18, 2015. 08:38 AM | 3 Likes Like |Link to Comment
  • Are Neonode And Harman Teaming Up For A $900 Million GM Deal? [View article]
    If you're from Sweden, you know one thing: This was and is a scamster stock.
    Apr 18, 2015. 05:40 AM | 2 Likes Like |Link to Comment
  • Alcatel-Lucent Investors Should Embrace The Nokia Merger [View article]
    Chris,

    while contemplating and reading about how Ericsson can fit into the game, a probable play could be to buy some shares of CIEN and JNPR. Reason: Ericsson could buy Juniper to strengthen IP transport or Ciena, with which Ericsson already has a liaision, to strengthen optical. However, JNPR and CIEN, which I always vaguely thought to possibly be in the industry shakeup at some point, could still be too expensive, considering both their five-year record.

    See http://bit.ly/1CXiMcd
    Apr 18, 2015. 03:27 AM | 1 Like Like |Link to Comment
  • Alcatel-Lucent Investors Should Embrace The Nokia Merger [View article]
    Game over.

    From ETTelecom.com:

    ** Price action and analyst reaction suggests investors unwilling to hold on to Nokia and Alcatel-Lucent as the two cos work on a tie-up

    ** Alcatel gives up 17 pct in two days of trading after 14.3 pct rise Apr 14, taking it below the share price before deal announced, rare for a target company

    ** All-share offer and risk of deal collapsing cited as major reasons for downgrades and removals from brokers' conviction lists

    ** Credit Suisse says limited upside given multiple failed deals in sector (Ericsson-Marconi in 2005, Nokia-Siemens and Alcatel-Lucent-Nortel in 2006), cuts both stocks to "neutral" removes Alcatel from conviction list

    ** Citi downgrades both stocks to "neutral", suggests along with brokerage Aviate Global, Nokia erred in not acquiring Alcatel's wireless unit only, hence perceived low offer price of 0.55 Nokia shares per Alcatel share

    ** Exane discounting 50 pct of proposed 900 mln euros cost synergies, citing poor M&A record in sector, says no upside for either stock

    ** Goldman removes Alcatel from conviction list but keeps "buy" on both stocks

    ** Multiple brokers say Nokia will sweeten its offer to push deal through (RM: alasdair.pal.thomsonre...
    Apr 18, 2015. 03:20 AM | 2 Likes Like |Link to Comment
  • ALU hit with post-merger downgrades; NOK gets mixed reaction [View news story]
    ALC stockholders?

    Not all ALU shareholders are drunkards...
    Apr 17, 2015. 07:48 PM | 1 Like Like |Link to Comment
  • Nokia And Alcatel-Lucent: What Will The Future Hold? [View article]
    You can't legally do this http://bit.ly/1aEBZHW in France or the EU, for that matter. Nokialcatelucent has to pay.
    Apr 17, 2015. 07:45 PM | 1 Like Like |Link to Comment
  • Nokia - Alcatel Merger: A Great Deal For Nokia, But Will Alcatel Shareholders Accept Such A Rip-Off? [View article]
    Pre-deal, my ratio was 85% ALU and 15% NOK. For one year, I was expecting a most clever deal, an asset-swap or business-segment bid that would send both stocks higher by keeping the competition from Sweden and China at bay, not a managerial shenanigans showcase deluxe that will overburden Nokia with severe integration problems, whilst nipping Alcatel-Lucent's ongoing progress in the bud.

    Meanwhile, Hans Vestberg and Ren Zhengfei are laughing, enjoying a formidable weekend, having witnessed how two competitors joined themselves at the hip to become a telecommunication homunculus.

    Enjoy!
    Apr 17, 2015. 07:34 PM | 1 Like Like |Link to Comment
COMMENTS STATS
10,153 Comments
17,701 Likes