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Tufenk

 
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  • What Lies In Store For Microsoft's Android Patents? [View article]
    Interesting article. The vendors have already investigated the pros and cons of fighting these and have opted to pay. $msft has deep pockets and it would probably be more costly to litigate. In addition to the patenets, a technology license also gives access to "knowhow" which can be valuable to a vendor especially if it comes from Nokia. That said, the idea of spinning out the divisions is a good one and it would not necessarily negate the economy system rather perhaps strengthen it by maintaining an ownership stake a license arrangement with the spine ut while giving management an entrepreneurial spirit of a pure play. Thanks for the work here.
    Sep 4, 2014. 04:38 AM | 1 Like Like |Link to Comment
  • REITs Are Adapting To Both The Millennial And Baby Boomer Generations [View article]
    Very nice article.
    Sep 3, 2014. 08:59 AM | 1 Like Like |Link to Comment
  • Salesforce.com Remains My Favorite Short [View article]
    Nice article Michael! Look how much money went into additional paid in capital in three months~ $290 million, thats how they fund the charade. $CRM should be called SalesFarce.
    May 21, 2014. 08:16 AM | 4 Likes Like |Link to Comment
  • Surface Is Vital To Microsoft [View article]
    I bought one of these at Best Buy two weeks ago. The price was too good to pass up. Shortly thereafter, I was sorry I did. The product needs serious work. It is locked-down slab of chips. The most user unfriendly device I have ever operated. Reminds me of the first Apple machine after Jobs returned that looked good but had the spinning wheel of death whenever you pushed it. The name says it all: Surface only looks good on the surface. I agree with you it is vital to $MSFT, but they seemed to miss the point.
    May 20, 2014. 12:14 AM | 2 Likes Like |Link to Comment
  • Supreme Decision: Are CBS, NBC, ABC And FOX Afraid Of Aereo? [View article]
    If they sent one to Hulu, it really doesn't rule out $FOX. Aereo is the odd man out, they are probably the target of an infringement suit and therefore they will ither fight or pay up. Where did you here about Hulu? Link?
    May 15, 2014. 02:58 PM | Likes Like |Link to Comment
  • Supreme Decision: Are CBS, NBC, ABC And FOX Afraid Of Aereo? [View article]
    Some have tried to compare $SITO to $VRNG, but they are diamterically different, VRNG has only a patent enforcement and licensing buisness model. SITO is an operating company with a valuable patent portfolio which it has started to monetize as evidenced by the PMC deal.
    May 13, 2014. 12:43 PM | Likes Like |Link to Comment
  • A Whale, Too Big To Jail And Short A Spanish Fly [View article]
    Disagree with you, markets move quickly, analysts change their positions on stocks constantly and obviously I did here almost year ago. Congrats on you position. SAN is better without the old guard which was dogging them from a regulatory perspective. Without his baggage, they are making great strids to improve themselvesin all their difficult markets including Brazil. Good Luck to you.
    May 12, 2014. 12:48 PM | Likes Like |Link to Comment
  • A Whale, Too Big To Jail And Short A Spanish Fly [View article]
    No, you read it right here on SA. In fact you even commented on it. Thanks for your continued interest. http://seekingalpha.co...
    May 11, 2014. 06:26 AM | Likes Like |Link to Comment
  • A Whale, Too Big To Jail And Short A Spanish Fly [View article]
    I declared it a buy as soon as Saenz resigned over a year ago. Where were you? Congrats
    May 10, 2014. 04:48 AM | Likes Like |Link to Comment
  • NII Holdings: Misconstrued Deal Cap Rate May Fuel 26% Snapback [View article]
    $NIHD Macro events are not in the control of management. They executed on asset sales for liquidity but failed on rollout and did not know when to pull in their horns when faced with bad macro clouds. Meanwhile, we did call the $5.60 level as the major support point, which if broken, would break the stock. Now is the time to look at their battered bonds as equity in drag.
    Apr 28, 2014. 02:57 PM | Likes Like |Link to Comment
  • Insiders, Outsiders Option Exercises Critical For Salesforce Cash Flow [View article]
    $CRM Next breakpoint is $40, where the shares split 4/1.
    Apr 28, 2014. 02:50 PM | Likes Like |Link to Comment
  • Salesforce -2.3% AH. CFO retiring, top-line guidance healthy. [View news story]
    Free cash flow, Hmmm.....
    Feb 28, 2014. 12:45 AM | Likes Like |Link to Comment
  • WhatsApp Vs. BBM Security? Let Google Decide [View article]
    Nice aricle. Thank you.
    Feb 27, 2014. 08:49 AM | 7 Likes Like |Link to Comment
  • BlackBerry's BBM Beats WhatsApp To Voice [View article]
    Grow the pool of users! THATS THE GOAL
    Feb 26, 2014. 02:15 PM | 3 Likes Like |Link to Comment
  • BlackBerry's BBM Beats WhatsApp To Voice [View article]
    Agree with you. They will also add BBN as a voip alternative, like skypeout. I won't pay .99 for whatsapp when you have BBM for free.
    Feb 26, 2014. 08:46 AM | 10 Likes Like |Link to Comment
COMMENTS STATS
963 Comments
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