Seeking Alpha

Trading With Waves

 
View as an RSS Feed
View Trading With Waves' Comments BY TICKER:
Latest  |  Highest rated
  • The Microsoft CEO Reset [View article]
    ...and a declining customer base, difficulty with ARPU & Churn, and so on. Those are also fundamental reasons their "price" will go up?
    Feb 20 11:53 PM | 1 Like Like |Link to Comment
  • The Microsoft CEO Reset [View article]
    Where do you see Bill fitting in? Think about how that conversation went and where Bill has proven himself in the past...
    Feb 20 11:49 PM | Likes Like |Link to Comment
  • Cisco's Coming Dose Of Reality [View article]
    Breakup?
    Feb 11 10:22 PM | Likes Like |Link to Comment
  • Cisco's Coming Dose Of Reality [View article]
    Thanks for sharing, I didn't see this - definitely a canary in the mine for where Cisco is focusing (which is away from the business that makes the most money for them)
    Feb 11 10:21 PM | Likes Like |Link to Comment
  • Cisco's Coming Dose Of Reality [View article]
    We're looking at 12 as the initial near term low - totally agree that 10 would come in based on a lot of fear and disaster. It has been down there before and is possible again.
    Feb 11 10:18 PM | Likes Like |Link to Comment
  • Cisco's Coming Dose Of Reality [View article]
    This observation is key - the best managers under John are the ones working on smoothing the finances so he can justify his salary...
    Feb 11 10:15 PM | Likes Like |Link to Comment
  • Cisco's Coming Dose Of Reality [View article]
    This observation is key - the best managers under John are the ones working on smoothing the finances so he can justify his salary...
    Feb 11 10:15 PM | 2 Likes Like |Link to Comment
  • Qualcomm's Value Under Pressure [View article]
    Makes you wonder how Lenovo's new Motorola business will come into play.

    http://on.recode.net/1...
    Jan 30 12:07 AM | Likes Like |Link to Comment
  • Qualcomm's Value Under Pressure [View article]
    I think a lot of people will get in on a drop to those levels
    Jan 28 11:33 PM | Likes Like |Link to Comment
  • Qualcomm's Value Under Pressure [View article]
    I think a lot are waiting to get in if the market tips their hat...
    Jan 28 11:31 PM | Likes Like |Link to Comment
  • Microsoft Earning Credibility This Quarter [View article]
    We don't see the technical resistance as being too much to make a move upward impossible or improbable. With the strength of the business there is a lot of upward pressure up to the range we indicated before most of the selling should occur.
    Jan 19 01:15 PM | Likes Like |Link to Comment
  • Microsoft Earning Credibility This Quarter [View article]
    Yes, they will definitely have a lot of growth. The new reporting structure where these are captured along with the rest of the licensing will mean they provide the longer term Y-Y growth that MSFT used to get from their other enterprise licensing.
    Jan 19 01:13 PM | Likes Like |Link to Comment
  • Microsoft Earning Credibility This Quarter [View article]
    Thanks A0 - that just means that we'll either sell when it hits the target $39-$41 or we'll add a stop or hedge if we don't have a better opportunity to place our capital.
    Jan 19 12:43 PM | Likes Like |Link to Comment
  • Microsoft Earning Credibility This Quarter [View article]
    Good thought - they are definitely savvy about putting those profits to work and have stated over and over again that phones are a key investment area for them.
    Jan 17 02:42 PM | 1 Like Like |Link to Comment
  • Microsoft Earning Credibility This Quarter [View article]
    Thanks Sat!
    Jan 17 02:40 PM | Likes Like |Link to Comment
COMMENTS STATS
15 Comments
4 Likes