Seeking Alpha
  • David Jackson
    One of the key lessons of $MSFT > $NOK, $GOOG > $MOT and $YHOO > Tumblr: Value investors shouldn't buy tech stocks for their cash. $XLK
    9/3/13
    Reply (6)
    • J Mintzmyer: I disagree on comparing $MSFT and $GOOG purchases of strong hardware to $YHOO's fuzzy purchase of Tumblr. Skype maybe yes- $NOK is value.
      9/3/13
    • David Jackson: Wasn't commenting on the acquisitions, more that you can't assume cash will be returned to shareholders as dividends or buybacks.
      9/3/13
    • Chris Lau: Let's see how the $BBRY acquisition plays out (company holds lots of cash)
      9/3/13
    • jamesingram32: welcome to the board....we've been here for a while :)
      9/3/13
    • David Jackson: Chris, agree that it's unlikely that $BBRY would blow its cash on a large acquisition. In fact, more likely it will be acquired.
      9/4/13
    • David Jackson: ...and hopefully more successfully that Palm was by $HPQ.
      9/4/13