Comments on Barry Bazzell's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/barry-bazzell/articles http://seekingalpha.com/article/127898-tech-stocks-anatomy-of-a-recession-proof-fund?source=feed#comment-465564 465564 Thu, 16 Apr 2009 14:52:03 -0400
Sure, it's even with the S&P since Oct 10, but look at a 1y or 5y price chart--ABB is way more volatile than the S&P. ]]> http://seekingalpha.com/article/127898-tech-stocks-anatomy-of-a-recession-proof-fund?source=feed#comment-440612 440612 Thu, 26 Mar 2009 05:59:50 -0400 http://seekingalpha.com/article/120776-charles-schwab-conservative-but-smart?source=feed#comment-391008 391008 Mon, 16 Feb 2009 16:51:10 -0500 http://seekingalpha.com/article/120776-charles-schwab-conservative-but-smart?source=feed#comment-390924 390924 97% of all Reserve Yield Plus investors to The Reserve. Further, they directed investors to Reserve Funds, W/O DELIVERING PROSPECTUS' - to a PRIVATE EQUITY FUND COMPANY. Look into Reg-D SEC filings for Reserve Management Co, Reserve Management Co., Inc., RESRV Partners, & finally Reserve Funds (the cover up). You will see that the Reserve money market funds were central funds to which, the Reserve Private Equity Series, Small Cap Growth, & about 6 other PE funds, could take stakes in & WHIP STAKES OUT of, such as The Primary Fund I (institutional investors tipped off?? - The Reserve was the Institutional Investor?? If China Investment Corp. couldn't get out, who could??). Now lets see.. (1) it's a known fact that AMTD directed >97% of Yield Plus fund investors (>$1bb fund). (2) My family was DIRECTED by TD- Ameritrade to entrust >$6MM in the PRIMARY FUND (w/o prospectus); (3) The Primary Fund had > $65 BILLION IN ASSETS UNDER MANAGEMENT BEFORE the redemptions came in (don't let the $62 billion # fool you; there was > $3billion a week prior. I should know about this as I discovered the AMTD/Reserve relationship in 2007. I had a personal trading account w/ Ameritrade in late 2007 (I'm only 25), while my family had the rest of our cash & investments w/ Ameritrade (after they hassled my mother for > 1year to move assets from Compass Bank, the bank my Grandfather co-founded & one to which my Mother & my family have great sentimental attachment - promising her a large bonus credit to her account & a high yielding money fund). As my Mother is the trustee of my & my little brother's trusts, she tries her best to make fiduciary decisions & felt as though the bonus credit & Primary Fund's yield were in our family's best interest & would be in my Grandfather's interest. Ameritrade knew that we sold Compass Shares prior to the BBVA acquisition& was on the prowl to GATHER ASSETS IN ANY WAY THEY COULD. However, I became leery of The Reserve/AMTD relationship from 10/07 to 1/08.. that is until TD-AMERITRADE TERMINATED MY PERSONAL TRADING ACCOUNT & FORCED ME TO DISCONTINUE COMMUNICATIONS w/ them regarding The Reserve, Ameritrade, & the wealth God entrusted to my family, BECAUSE I ASKED TOO MANY QUESTIONS. You see, I was concerned the high yielding Reserve Fund as the current financial crisis began to submerge. I wanted to know current holdings. Bruce Bent was quoted in a WSJ article many years ago saying, "you can always gauge a money fund's strength & reliability by their level of customer service.. If you are nervous, just ask for the current holdings." I did just that. Over & over. AMTD would only send us reports from greater than 6 months prior, an outdated prospectus, or asset allocation model (3 months of demands; didn't have as much knowledge in structured finance at the time but now know there was a much more timely N-Q report). I have documented conversations with my former employer (PE investment firm), to which I had to retrieve holdings indirectly from an executive at Bloomberg (weren't on traditional terminal). When I found that all the Primary Fund holdings were comm. paper invested in bank & financing company's, I DEMANDED ANSWERS. I WANTED TO KNOW THE MOST TIMELY HOLDINGS & WHAT ASSETS WERE BACKING THE CP. However, they didn't like my questions, & I was subsequently sent a letter stating my account had been terminated & I was to discontinue communications. I guess they didn't bargain on ME BEING THE ONLY 23 YEAR OLD worried about the INDIRECT EXPOSURE TO SOUR ASSETS IN THE FORME OF OVERLOADED PORTFOLIOS IN COMMERCIAL PAPER (as AMTD quoted they had "no DIRECT EXPOSURE," on their website). Looking further: take a look at all of the executives who left AMTD right at the time my questions were raised. Look at there roles w/in the company & you will see a picture being painted. This is a crooked company, who deletes links from google to articles to which I make comments about these issues. I love my Mother & appreciate all the decisions she had to make for my family's long-term future. IT KILLS ME TO SEE HER IN A SITUATION LIKE THIS, B/C SOME DISCOUNT BROKER TOOK ADVANTAGE OF HER GENEROSITY. IT IS NOT HER FAULT, & THE FACT THAT I WAS NOT ALLOWED TO COLLABORATE IN SOMETHING I FELT WAS WORTH LOOKING DEEPER INTO, WAS DISALLOWED, IS OUTRAGOUS! Why is Ameriprise, not Ameritrade, suing The Reserve? Why DID THEY ALLOW OUR CASH TO BE WITH THE RESERVE MANAGEMENT INVESTMENT ADVISER, THAT HADN'T FILED IT'S FORM ADV WITH THE SEC UNTIL 2008? Lack of oversight & billions of dollars exchanged between PE CO'S, AMTD, EXECUTIVES, & RESERVE FUNDS, FOR DIRECTING CLIENTS TO an illiquid investment. ]]> Mon, 16 Feb 2009 15:43:28 -0500 finance.google.com/gro....... After reading PLEASE VIEW the Reserve's latest update in response to my post @: ther.com/pdfs/Press%20......

Does anyone wonder why AMTD's stock price has been so beat up, w/ all

the great opportunities they have in thinkorswim & TD-Bank's new

investment? B/c certain investors KNOW ABOUT FUTURE LACK OF CASH FLOW

DUE TO FUTURE LITIGATION, THAT HASN'T BEEN DISCOUNTED INTO THE STOCK

PRICE - BECAUSE CLIENTS CAN'T SUE THE COMPANY W/O VIOLATING AN

ARBITRATION CLAUSE UNTIL PRIMARY FUND DISTRIBUTIONS HAVE BEEN PAID

BACK IN FULL.

B/C the company directed The Primary Fund & >97% of all Reserve Yield

Plus investors to The Reserve.

Further, they directed investors to Reserve Funds, W/O DELIVERING

PROSPECTUS' - to a PRIVATE EQUITY FUND COMPANY.

Look into Reg-D SEC filings for Reserve Management Co, Reserve

Management Co., Inc., RESRV Partners, & finally Reserve Funds (the

cover up). You will see that the Reserve money market funds were

central funds to which, the Reserve Private Equity Series, Small Cap

Growth, & about 6 other PE funds, could take stakes in & WHIP STAKES

OUT of, such as The Primary Fund I (institutional investors tipped

off?? - The Reserve was the Institutional Investor?? If China

Investment Corp. couldn't get out, who could??).

Now lets see.. (1) it's a known fact that AMTD directed >97% of Yield

Plus fund investors (>$1bb fund). (2) My family was DIRECTED by TD-

Ameritrade to entrust >$6MM in the PRIMARY FUND (w/o prospectus); (3)

The Primary Fund had > $65 BILLION IN ASSETS UNDER MANAGEMENT BEFORE

the redemptions came in (don't let the $62 billion # fool you; there

was > $3billion a week prior.

I should know about this as I discovered the AMTD/Reserve relationship

in 2007. I had a personal trading account w/ Ameritrade in late 2007

(I'm only 25), while my family had the rest of our cash & investments

w/ Ameritrade (after they hassled my mother for > 1year to move assets

from Compass Bank, the bank my Grandfather co-founded & one to which

my Mother & my family have great sentimental attachment - promising

her a large bonus credit to her account & a high yielding money

fund). As my Mother is the trustee of my & my little brother's

trusts, she tries her best to make fiduciary decisions & felt as

though the bonus credit & Primary Fund's yield were in our family's

best interest & would be in my Grandfather's interest. Ameritrade

knew that we sold Compass Shares prior to the BBVA acquisition& was on

the prowl to GATHER ASSETS IN ANY WAY THEY COULD.

However, I became leery of The Reserve/AMTD relationship from 10/07 to

1/08.. that is until TD-AMERITRADE TERMINATED MY PERSONAL TRADING

ACCOUNT & FORCED ME TO DISCONTINUE COMMUNICATIONS w/ them regarding

The Reserve, Ameritrade, & the wealth God entrusted to my family,

BECAUSE I ASKED TOO MANY QUESTIONS. You see, I was concerned the high

yielding Reserve Fund as the current financial crisis began to

submerge. I wanted to know current holdings. Bruce Bent was quoted

in a WSJ article many years ago saying, "you can always gauge a money

fund's strength & reliability by their level of customer service.. If

you are nervous, just ask for the current holdings." I did just

that. Over & over. AMTD would only send us reports from greater than

6 months prior, an outdated prospectus, or asset allocation model (3

months of demands; didn't have as much knowledge in structured finance

at the time but now know there was a much more timely N-Q report).

I have documented conversations with my former employer (PE investment

firm), to which I had to retrieve holdings indirectly from an

executive at Bloomberg (weren't on traditional terminal). When I

found that all the Primary Fund holdings were comm. paper invested in

bank & financing company's, I DEMANDED ANSWERS. I WANTED TO KNOW THE

MOST TIMELY HOLDINGS & WHAT ASSETS WERE BACKING THE CP. However, they

didn't like my questions, & I was subsequently sent a letter stating

my account had been terminated & I was to discontinue communications.

I guess they didn't bargain on ME BEING THE ONLY 23 YEAR OLD worried

about the INDIRECT EXPOSURE TO SOUR ASSETS IN THE FORME OF OVERLOADED

PORTFOLIOS IN COMMERCIAL PAPER (as AMTD quoted they had "no DIRECT

EXPOSURE," on their website).

Looking further: take a look at all of the executives who left AMTD

right at the time my questions were raised. Look at there roles w/in

the company & you will see a picture being painted.

This is a crooked company, who deletes links from google to articles

to which I make comments about these issues. I love my Mother &

appreciate all the decisions she had to make for my family's long-term

future. IT KILLS ME TO SEE HER IN A SITUATION LIKE THIS, B/C SOME

DISCOUNT BROKER TOOK ADVANTAGE OF HER GENEROSITY. IT IS NOT HER

FAULT, & THE FACT THAT I WAS NOT ALLOWED TO COLLABORATE IN SOMETHING I

FELT WAS WORTH LOOKING DEEPER INTO, WAS DISALLOWED, IS OUTRAGOUS!

Why is Ameriprise, not Ameritrade, suing The Reserve? Why DID THEY

ALLOW OUR CASH TO BE WITH THE RESERVE MANAGEMENT INVESTMENT ADVISER, THAT HADN'T FILED IT'S FORM ADV WITH THE SEC UNTIL 2008? Lack of oversight & billions of dollars exchanged between PE CO'S, AMTD,
EXECUTIVES, & RESERVE FUNDS, FOR DIRECTING CLIENTS TO an illiquid investment.

]]> http://seekingalpha.com/article/120776-charles-schwab-conservative-but-smart?source=feed#comment-390781 390781 Mon, 16 Feb 2009 13:58:32 -0500 http://seekingalpha.com/article/120776-charles-schwab-conservative-but-smart?source=feed#comment-390480 390480 Mon, 16 Feb 2009 11:25:27 -0500 caveat is their lack of internal control over their SWYSX fiasco. Luckily I had an astute friend covering my back.]]> http://seekingalpha.com/article/119578-rumors-cloud-the-intel-nvidia-turf-war?source=feed#comment-387681 387681 Fri, 13 Feb 2009 15:41:05 -0500
High performance computing, not based on x86? The Ion cannot compete with the real high performance cpus, like C2Ds.

Are we talking about cpus or gpus or the new Nvidia ARM based combination? I like ARM, designed a few ASICs with an ARM processor, but they are not high performance.]]> http://seekingalpha.com/article/119578-rumors-cloud-the-intel-nvidia-turf-war?source=feed#comment-383836 383836 Wed, 11 Feb 2009 10:10:05 -0500
If he toned down he NVDIA hype and presented a full and balanced picture he would be worth reading. He sounds like a "paid schill.]]> http://seekingalpha.com/article/119578-rumors-cloud-the-intel-nvidia-turf-war?source=feed#comment-383501 383501 Wed, 11 Feb 2009 07:33:05 -0500 http://seekingalpha.com/article/119578-rumors-cloud-the-intel-nvidia-turf-war?source=feed#comment-382347 382347 The only problem with this commentary is that the author fails to > note that the vast majority of laptops and value priced PCs still > use Intel's integrated GPUs. > > The reason, especially for laptops other than price, is heat. Intel's > offering generate less heat than ATIs and especially Nvidias. Heat > kills and heat is a by-product of the amount of voltage a GPU (and > for that matter CPU) needs to perform at a certain performance vector. > > > Obviously, manufacturers will continue to offer models from phones > to netbooks to notebooks for different segments of the market looking > for optimal battery life to high performance. Nvidia will continue > to dominate all market segments looking for higher performance. > > > But they have never shown a product YET that has a lower thermal > or power vector than Intel or at a lower wholesale price point. > Until they do they will not make significant headway against Intel. > > > Tegra, though, may be a different story. As almost always, watch > Apple. As Apple goes, so will go most of the market.]]> Tue, 10 Feb 2009 10:54:29 -0500
Check out:

"The RV770 Story: Documenting ATI's Road to Success"
www.anandtech.com/vide...

and

"AMD has to buy ATI to survive"
www.theinquirer.net/in...

---jski


On Feb 10 06:25 AM Sentinel wrote:

> The only problem with this commentary is that the author fails to
> note that the vast majority of laptops and value priced PCs still
> use Intel's integrated GPUs.
>
> The reason, especially for laptops other than price, is heat. Intel's
> offering generate less heat than ATIs and especially Nvidias. Heat
> kills and heat is a by-product of the amount of voltage a GPU (and
> for that matter CPU) needs to perform at a certain performance vector.
>
>
> Obviously, manufacturers will continue to offer models from phones
> to netbooks to notebooks for different segments of the market looking
> for optimal battery life to high performance. Nvidia will continue
> to dominate all market segments looking for higher performance.
>
>
> But they have never shown a product YET that has a lower thermal
> or power vector than Intel or at a lower wholesale price point.
> Until they do they will not make significant headway against Intel.
>
>
> Tegra, though, may be a different story. As almost always, watch
> Apple. As Apple goes, so will go most of the market.]]> http://seekingalpha.com/article/119578-rumors-cloud-the-intel-nvidia-turf-war?source=feed#comment-381986 381986 Tue, 10 Feb 2009 06:25:11 -0500
The reason, especially for laptops other than price, is heat. Intel's offering generate less heat than ATIs and especially Nvidias. Heat kills and heat is a by-product of the amount of voltage a GPU (and for that matter CPU) needs to perform at a certain performance vector.

Obviously, manufacturers will continue to offer models from phones to netbooks to notebooks for different segments of the market looking for optimal battery life to high performance. Nvidia will continue to dominate all market segments looking for higher performance.

But they have never shown a product YET that has a lower thermal or power vector than Intel or at a lower wholesale price point. Until they do they will not make significant headway against Intel.

Tegra, though, may be a different story. As almost always, watch Apple. As Apple goes, so will go most of the market.]]> http://seekingalpha.com/article/117969-intel-s-battle-with-nvidia-takes-shape?source=feed#comment-381606 381606 "However, it [AMD] does not have the deep pockets to produce premium > graphics cards". Are you kidding? Ever heard of the Radeon 4870 x2?]]> Mon, 09 Feb 2009 17:33:21 -0500

On Feb 02 02:42 PM jski wrote:

> "However, it [AMD] does not have the deep pockets to produce premium
> graphics cards". Are you kidding? Ever heard of the Radeon 4870 x2?]]> http://seekingalpha.com/article/117969-intel-s-battle-with-nvidia-takes-shape?source=feed#comment-379571 379571 Sat, 07 Feb 2009 22:44:13 -0500 http://seekingalpha.com/article/117969-intel-s-battle-with-nvidia-takes-shape?source=feed#comment-374562 374562 Tue, 03 Feb 2009 12:50:21 -0500 http://seekingalpha.com/article/117969-intel-s-battle-with-nvidia-takes-shape?source=feed#comment-374097 374097 Tue, 03 Feb 2009 01:52:15 -0500 http://seekingalpha.com/article/117969-intel-s-battle-with-nvidia-takes-shape?source=feed#comment-373754 373754 Mon, 02 Feb 2009 16:11:48 -0500 http://seekingalpha.com/article/117969-intel-s-battle-with-nvidia-takes-shape?source=feed#comment-373661 373661 Mon, 02 Feb 2009 14:48:06 -0500 http://seekingalpha.com/article/117969-intel-s-battle-with-nvidia-takes-shape?source=feed#comment-373660 373660 Mon, 02 Feb 2009 14:47:08 -0500 http://seekingalpha.com/article/117969-intel-s-battle-with-nvidia-takes-shape?source=feed#comment-373655 373655 Mon, 02 Feb 2009 14:42:38 -0500