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  • Buy Blackberry, Even If No One Bids On It [View article]
    Yikes, blackberry down 20%..George what you reckon now? has your positive view changed or are you doubling down here pls
    Sep 20, 2013. 03:55 PM | Likes Like |Link to Comment
  • Nokia Is Now Fully Valued [View article]
    Wrong analysis..you dont even account for the full potential in Patents. Also HERE pays 90% of sales away on R&D...that is because there is huge potential. If say that was 10% R&D/ Sales, would leave HERE making E700m+ EBIT which if applied multiple to of 10x = E7bn. Company is v cheap still
    Sep 18, 2013. 03:32 PM | 6 Likes Like |Link to Comment
  • Vodafone Remains Attractive For Income Seekers Post-Verizon Deal [View article]
    Any idea if and when that European revenue growth rate fall might stabilise? Wha would drive it pls
    Sep 17, 2013. 09:41 AM | Likes Like |Link to Comment
  • Are You Ready To Invest In The Evolution Of Cable? [View article]
    Many thanks.

    In terms of streaming of content, is Verizon and At&T not getting in on the act as well pls?
    In terms of streaming of content, Apple, Google, MSFT, Sony offer mediums by which can stream onto your TV, is the basic point that people would just use streaming services such as netflix via either of the advices provided by the above companies?

    Why are you bullish on cable companies at present in the context of above..consolidation?
    Sep 16, 2013. 10:33 AM | 1 Like Like |Link to Comment
  • Catalysts For Communications Infrastructure Stocks [View article]
    George, Noka's rally is overextended just because it has gone up alot..? How about looking at the valuation and where the fundamentals get it to..if do that work will find it offer 50 - 100% more upside
    Sep 13, 2013. 05:14 PM | Likes Like |Link to Comment
  • The New Nokia Has At Least A 20% Upside Potential [View article]
    they want and need D&S. They arent going to want to wait for 12 - 18 months for Nokia to run itself in the ground (if that is what u reckon happens with MSFT) to then buy it..and lose momentum in WP OS. No way, they will just ad a few billion more. I am very very very long Nokia call options and and i want it to go up..am just saying shareholders should ask MSFT for more money..you have a $300bn makt cap companythat needs to buy you, and you accept E3.7bn!!
    Sep 12, 2013. 10:35 PM | 2 Likes Like |Link to Comment
  • The New Nokia Has At Least A 20% Upside Potential [View article]
    Seppo, if the MSFT gets voted down by shareholders that is a major positive. As mSFT has to buy this D&S business and so will counter bid higher
    Sep 12, 2013. 10:37 AM | 5 Likes Like |Link to Comment
  • The Bottom For The Builders May Be In, Part II [View article]
    Interesting technical point about rates increaing and performance of rate sensitives..
    Sep 11, 2013. 10:23 PM | Likes Like |Link to Comment
  • Micron: Outlook Robust With DDR4 Launch At Intel's IDF Today [View article]
    IHS flagged apple buying micron to secure DRAm supply as real possibility..
    Sep 11, 2013. 03:39 PM | Likes Like |Link to Comment
  • Understanding The Supply And Demand Of Dry Bulk Carriers [View article]
    Many thanks

    'Clarkson Securities Ltd predicts that fourth quarter daily rates will average $28,000. '..what is latest rates pls?
    Sep 11, 2013. 10:18 AM | Likes Like |Link to Comment
  • Did Nokia Sell Out To Microsoft Too Soon? [View article]
    yes far to cheap
    Sep 10, 2013. 12:21 PM | 2 Likes Like |Link to Comment
  • Report: Fairfax struggling to line up BlackBerry buyers [View news story]
    I think all these private buy out stories are bit of a spoof
    Sep 10, 2013. 08:36 AM | 2 Likes Like |Link to Comment
  • Nokia: A Growing Value Play [View article]
    NSN guidance i thought is 7%..why would Nokia want to buy blackberry pls?

    I have not got my head round this whole cross licensing part of the patent business and MSFt deal..
    Sep 10, 2013. 06:52 AM | 4 Likes Like |Link to Comment
  • Gems Hidden Within Micron's Comments At The 2013 Citi Global Technology Conference [View article]
    Did anyone see this> IHS report noting that Micron may be a logical purchase for Apple to overcome its memory issue
    http://bit.ly/13Dn4az
    Sep 9, 2013. 09:41 PM | Likes Like |Link to Comment
  • RedRut Performance [View instapost]
    You were last advising buying Puts on Nokia just the week before the bid..
    Sep 9, 2013. 12:59 PM | Likes Like |Link to Comment
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