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Deja Vu  

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  • Ford unveils new F-150, built mostly with aluminum: Will customers approve? [View news story]
    After all they use aluminium in tanks right....oh wait, they don't...because aluminium is soft and deforms easily...

    Anyone know some good body shop stocks?
    Jan 13, 2014. 08:05 PM | Likes Like |Link to Comment
  • Lululemon Has Lost Its 'Market Darling' Status [View article]
    I was surprised at how many traders in all sorts of media (twitter, stocktwits, trading platform chatter) were talking about initiating new long positions. Ultimately market is a herd of individuals and sentiment in favor of LULU seems still quite strong. This may reach support at $44ish and then bounce back up.
    Jan 13, 2014. 06:45 PM | Likes Like |Link to Comment
  • Lululemon Is A Sell After Weak Guidance [View article]
    Perhaps consumers, not wanting to be pressured and hustled by LULU's low inventory model, prefer to shop at stores where a)the price is lower b)quality is same or better c) sizes are available d) sales &discounts are offered e) there is no pressure to "buy today or it will be gone forever"

    LULU was basically acting very snooty towards its customers. Which works when you have a new product that others don't have just yet. LULU lost the first mover advantage but not the attitude. Few customers want to reward a chain that seems to exude "mean girls of middle school" type contempt for them.
    Jan 13, 2014. 11:02 AM | 2 Likes Like |Link to Comment
  • Apple's A8 -- What It Will Be And Why It Matters [View article]
    A7 A8 ....equivalent of cars with tail fins and chrome
    Jan 10, 2014. 05:37 PM | Likes Like |Link to Comment
  • Apple At $525 A Share Would Be A Gift [View article]
    He says @532.5, its not worth buying, but at 1.4% below, at 525 it becomes compelling. If Apple was split 1-10, could anyone say with a straight face "At 52.5 it is a steal...I'm not sure I'd buy at 53.25"
    Jan 10, 2014. 01:03 PM | 3 Likes Like |Link to Comment
  • Payrolls add 74K in December; UE rate down to 6.7% [View news story]
    Is bad news good news still or now is bad news really bad news?
    Jan 10, 2014. 08:35 AM | 12 Likes Like |Link to Comment
  • Apple roundup: Bigger iPhones, carrier subsidies, U.S. Mac sales [View news story]
    Didn't I already see all these rumors a year and a half ago...yes...I remember iPhone 5 was going to be 5 inches...now these rumors claim iPhone 6 will be nearly 6 inches...sure and iPhone 7 will be 7 inches...

    I bet Apple will at the most go from 4" to 4.3" and milk it for another 2 upgrade cycles.
    Jan 10, 2014. 12:09 AM | Likes Like |Link to Comment
  • Despite Large Revenue Growth Splunk Is Overvalued [View article]
    292 x 10^6 [i.e. the revenue] divided by 6400 yields a fantastic $45,000 in revenue per customer. getting 4x over the next three years means getting about $60,000 a year per client for 3 years. I would safely say a staffing company that supplies a receptionist to each of these companies on a contract basis could easily claim similar revenues

    Also Splunk claims over 200 of the fortune 500 as thier clients. Assume that at the very least they get $1 million per fortune 500 client. Have you ever noticed IT majors like TCS and Cognizant get contracts valued in the hundred of millions of dollars from Fortune 500 companies? if 200 million came from the 200 Fortune 500 companies, then the remaining 6200 companies contributed only $15,000 per company to Splunk. OK Splunk sold each company a small compact car. At less than what Splunk paid for it too.

    How many sales people does it take to cover 6400 clients? With a average revenue of only $45,000 per client, how is it possible to maintain customer focus or customer relationships? Why is Splunk always claiming to increase the number of clients rather than make more money from existing clients? Why does this focus on ever increasing number of clients have the flavor of "recruiting" a la MLM?

    If Splunk provided such a valuable service it should be the easiest thing in the world to get more business from existing clients than constantly seek out new ones. And by business I don't mean $45,000 a year from a GE or a P&G. I mean contracts of hundreds of millions like the IBM's and the Cognizants.
    Jan 10, 2014. 12:00 AM | 1 Like Like |Link to Comment
  • New highs for Yelp; JPMorgan reports ad, daily deals strength [View news story]
    Found an interesting nugget from personal experience...if you write a 2 star or lower review, Yelp hides it from other Yelp users with no indication to the reviewer it is doing so.

    I wrote a 2 star review of a mexican restaurant. When I was logged in to Yelp and searched for the restaurant, my review showed up. When I went back to Yelp in private browser mode I found my review had been hidden and only 3 star plus reviews were showing up.

    So you can trust Yelp as far as you can throw an elephant.
    Jan 9, 2014. 09:47 AM | 1 Like Like |Link to Comment
  • Delta Air Lines looks to set itself apart [View news story]
    Alas! the rest of the human race was not born a perfectly mannered adult like you....
    Jan 8, 2014. 12:18 PM | Likes Like |Link to Comment
  • Delta Air Lines looks to set itself apart [View news story]
    passengers dont want electrical outlets. they want hiproom and legroom...and more bathrooms on those 15 hour flights...
    Jan 8, 2014. 11:32 AM | 1 Like Like |Link to Comment
  • IBM not finding it elementary to make money from Watson [View news story]
    Totally agree! Searching huge flatfiles for strings and matching them to other strings is not really applicable to every situation.
    Jan 8, 2014. 11:03 AM | Likes Like |Link to Comment
  • IBM not finding it elementary to make money from Watson [View news story]
    " WellPoint uses the machine to ensure that treatments meet company guidelines and a patient's insurance policy"

    Translation - Wellpoint uses the machine to deny bills submitted by oncology practices. Paying a human nurse didn't work out so well since the nurse could not challenge the doctors, so Wellpoint moved on to using human oncologists. Unfortunately the human oncologists time cost almost as much as the time of the doctor they were trying to stiff. Watson is the latest attempt. Draw up a ever increasing complex web of rules and deny reimbursement. Also claim objectivity by saying we are not doing this, our system is doing this. Soon, very soon, oncologists will stop treating Wellpoint patients or demand payment in advance. Patient will have to brown bag the drugs and pay for the infusion in cash and submit claims to Wellpoint themselves.

    There are reasons why many people root for Obamacare to drive insurance companies extinct. What Wellpoint is doing with Watson to stiff medical practices is one of them. And when bills are denied, guess who ends up in collections and who is angry at the insurance companies?
    Jan 8, 2014. 08:35 AM | 5 Likes Like |Link to Comment
  • Sprint launches "Framily" plan, targets rivals via group discounts [View news story]
    won't last long, they will go back to colluding and cartelizing just like airlines, book publishers, you name it...
    Jan 7, 2014. 11:11 PM | Likes Like |Link to Comment
  • AT&T buys high-frequency spectrum licenses [View news story]
    If we knew the price we would know just how much Sprint stiffed CLWR shareholders...
    Jan 7, 2014. 12:23 PM | 2 Likes Like |Link to Comment
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