> Your math skills are as bad as some of Cramer's stock picks. Double > your money after a decline of 90% won't help much. Assume $10K invested, > 90% decline to $1k doubled to $2k; I am not even; I'm $8k short. > Double again at $4k and again at $8K and I'm getting closer; only > $2K short now after 3 stellar picks in a row. Moral: forget the math > (and spelling). Use protective trailing stops. Yes, sometimes you > get closed out on an immediate 'short' run and the stock recovers > to a decent profit. Those are the breaks. It won't happen often.
Will Gaming Industry Drop Console Prices to Make Up for Losses? [View article]
Sony's in quite a pickle right now. Blu-ray won the format war over HD-DVD, but who cares? It just keeps the COGS on the PS3 very high, and developers like the easier-to-handle Xbox 360 quite a bit more.
Also, the currency issue is coming into question. If the dollar continues its downward trend against the yen, it will only magnify losses in the US.
Sony has lost this generation of the console war. A price cut is its only chance of success but it will come at a serious price. IMO, Microsoft should drop prices by $50 across the board to take share and crank up the heat - it has the balance sheet to eat a couple hundred million bucks.
Microsoft F4Q09 (Qtr End 6/30/09) Earnings Call Transcript [View article]
Yep, the attach rate for Premium Vista SKU's is collapsing. Was tempted to short DLB off MSFT's report but no need to rush.
Apple is just tearing them apart right now.
On Jul 24 07:39 AM Hedged In wrote:
> Here's the deal: Sales are shifting to cheap netbooks. Microsoft > makes less on Windows for netbooks than on "premium" PCs. But the > real threat is that Android or Linux or Chrome or any other free > OS gets really attractive to a PC vendor selling a $200 hardware > product. And if Microsoft loses that market, it's client business > is toast.
Will Activision's World of Warcraft Successfully Make the Crossover to Film? [View article]
I don't know, movies based on video-games are definitely a mixed batch. I'm not a WoW fan, but the movie has a shot. If it's done well, WoW fans will go see it over and over. Might be tough to cross over, though.
Arbs Are at Play with Bankrate – Higher Price Likely [View article]
I'm actually considering buying out-of-the-money puts on Bankrate. If the deal somehow goes sour, the stock will collapse. Management said it has support of 24% of shareholders - if enough put up a stink over price (which I think is fair) this deal might not work. It's a low probability, high-reward potential event - might be worth throwing a few % of my portfolio in OTM puts.
Good recap. I don't hold the stock - a perpetual watcher. If they would release a $799 Macbook I would load the boat up with way out-of-the-money call options. It really is amazing how well the Mac franchise is holding up in this economy - 13% unit growth in premium-rice notebooks is pretty impressive.
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Latest | Highest ratedCramer Does It Again with CIT Call [View article]
On Nov 02 09:38 AM kgeechee wrote:
> Your math skills are as bad as some of Cramer's stock picks. Double
> your money after a decline of 90% won't help much. Assume $10K invested,
> 90% decline to $1k doubled to $2k; I am not even; I'm $8k short.
> Double again at $4k and again at $8K and I'm getting closer; only
> $2K short now after 3 stellar picks in a row. Moral: forget the math
> (and spelling). Use protective trailing stops. Yes, sometimes you
> get closed out on an immediate 'short' run and the stock recovers
> to a decent profit. Those are the breaks. It won't happen often.
5 Reasons to Sell TheStreet.com [View article]
www.longshorttrader.co...
Take Two Interactive and other companies taking risks, playing favorites with disclosures? [View instapost]
Cramer Plugs Insana: Seems There's Also a Bull Market in Bull [View article]
www.longshorttrader.co...
Cramer Plugs Insana: Seems There's Also a Bull Market in Bull [View article]
www.longshorttrader.co...
Is There a Need for Game Publishers Any More? [View article]
Activision's Modern Warfare 2 and Console Game Pricing [View article]
bit.ly/WqXuu
Activision's Modern Warfare 2 and Console Game Pricing [View article]
Will Gaming Industry Drop Console Prices to Make Up for Losses? [View article]
Also, the currency issue is coming into question. If the dollar continues its downward trend against the yen, it will only magnify losses in the US.
Sony has lost this generation of the console war. A price cut is its only chance of success but it will come at a serious price. IMO, Microsoft should drop prices by $50 across the board to take share and crank up the heat - it has the balance sheet to eat a couple hundred million bucks.
More here: bit.ly/cpBxa
Game Sector Update: Ghostbusters Up, Ubisoft Down [View article]
Why Apple's iTouch Tablet Will Become Its Flagship Product [View article]
Microsoft F4Q09 (Qtr End 6/30/09) Earnings Call Transcript [View article]
Apple is just tearing them apart right now.
On Jul 24 07:39 AM Hedged In wrote:
> Here's the deal: Sales are shifting to cheap netbooks. Microsoft
> makes less on Windows for netbooks than on "premium" PCs. But the
> real threat is that Android or Linux or Chrome or any other free
> OS gets really attractive to a PC vendor selling a $200 hardware
> product. And if Microsoft loses that market, it's client business
> is toast.
Will Activision's World of Warcraft Successfully Make the Crossover to Film? [View article]
Arbs Are at Play with Bankrate – Higher Price Likely [View article]
Apple Scores Again [View article]
I don't see a Netbook, as I wrote on Minyanville:
bit.ly/15BPlk