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  • It's Not The Right Time To Get Excited About AT&T's 3Q Numbers [View article]

    Our apologies. That sentence was originally written as "Previously, as the 4th largest non-oil company...." (and not "currently).

    That information is as of 2010 - - and we wholeheartedly apologize for the mix-up and inaccuracy of that sentence. Somewhere in the editing process, previously and currently must have been swapped - as the sentence is centered around the financial history of AT&T.

    - FF
    Oct 26, 2012. 05:29 PM | Likes Like |Link to Comment
  • Epix Deal Brings More Good News For Amazon, And Worry For Netflix [View article]
    Right.....and I have to think its working toward that. Amazon can stream through this and also offer access into the Marketplace on gaming devices.
    Sep 4, 2012. 06:07 PM | Likes Like |Link to Comment
  • Epix Deal Brings More Good News For Amazon, And Worry For Netflix [View article]
    You're right to point out the the statement is ambiguous - and it shouldn't have been. I'll try and clear up the margins commentary.

    To me, the only thing that would hold a dynamic streaming operation like Amazon up would be the speed of the streaming (which is good), the price ($79 annually, comparable with Netflix) and the size of its offerings (just got a whole lot bigger). I have to think that gaining the Epix statement will improve the last enough to gain more subscribers (especially as Netflix lost the exclusivity rights) and that will improve revenue numbers to compete with whatever Amazon paid out for the Epix deal. This method was how Netflix maintained its profits over the years and why Amazon was never able to compete. Amazon Prime membership has so many benefits but this could really be the one that gets subscribers flocking over. Epix movie numbers are staggeringly big and when you combine Prime member's ability to stream these with the other perks, Netflix won't be able to compete.

    To me, this is what Amazon needed to get ahead. The influx of subscribers will be what brings margins up. Amazon's paying Epix the same deal for rights, I assume, no matter the number of viewers/subscribers and I have to think its calculations are correct in assuming that they'll get some serious Netflix traffic with other perks available with subscription.
    Sep 4, 2012. 05:40 PM | Likes Like |Link to Comment
  • Why Exxon Should Stay Out Of Afghanistan [View article]

    Great commentary. You're absolutely right about both November being a huge indicator of where energy (in general) is moving and that the USSR's failed time in Afghanistan should tell us something.

    Thanks for sharing - really appreciate it!
    Aug 23, 2012. 01:18 PM | Likes Like |Link to Comment
  • General Motors And The Future Of Plug-In Hybrids [View article]
    Fred - whether or not you think the article answers questions on cost effectiveness or reliability, I would like to state that it is honest writing. I don't have a plug-in hybrid, nor do I own any GM stock. Just using some analysis to see what the future might look like here - and what that might mean for GM.
    Aug 22, 2012. 02:46 PM | Likes Like |Link to Comment
  • Things Will Keep Working For Sprint [View article]

    Your objections are sound. Think those first two statements were just caught up in common conjecture that says Sprint is behind its competitors. Not true - you're right.

    As for number 3, those are some more great reasons why Sprint should keep charging forward.

    Looks like Hesse's definitely done some things right and people are starting to notice. Should be more than a few analysts running back to justify their "mowing down" of Sprint in the coming quarters.

    Thanks for your response!
    Aug 21, 2012. 01:06 PM | Likes Like |Link to Comment
  • Johnson & Johnson Losing Credibility With Alzheimer's Treatments [View article]
    Nothing could be as pointless as your comment, dear replier.

    But thank you for your concern. Our research qualifies us, and we have a right to form an opinion off of such. You do not have to read, nor do you have to ironically condemn pointlessness. We're not suggesting the process is easy, nor are we misunderstanding the complexity of investing in medical stocks. All we're doing is stating an opinion about the context of Johnson & Johnson's recent progression/digression from Alzheimer's treatment development.

    Instead of generally stating your disregard for the article, why not point out particular spots where the writer fell flat. That way, our team can learn and produce better articles. We're students, though we should ALL be students in this process - this is how we get better. Constructive criticism is best, sir or madam, not general misgivings.

    Aug 15, 2012. 01:05 PM | Likes Like |Link to Comment
  • Johnson & Johnson Losing Credibility With Alzheimer's Treatments [View article]
    Seems to be becoming more and more obvious. Actually quite sad.
    Aug 14, 2012. 08:49 PM | Likes Like |Link to Comment
  • Johnson & Johnson's Deceptive Valuation [View article]
    Great article Skyer! Think the lawsuits & alzheimer drug concerns got me a bit too worried on JNJ. Might have to reconsider now with your analysis on cash flow. Thanks!
    Aug 14, 2012. 03:48 PM | Likes Like |Link to Comment