Seeking Alpha

Wisdom vs. Information

 
View as an RSS Feed
View Wisdom vs. Information's Comments BY TICKER:
Latest  |  Highest rated
  • The NYSE Tarnishes Its Brand [View article]
    the lesson of the 10 minute crash and recovery is not a lesson, it's a reminder: stop loss orders only work if you are an active investor. stop loss orders create risk also. if you cannot handle that risk, do not use that tool
    May 8, 2010. 11:02 AM | 2 Likes Like |Link to Comment
  • Relax, says Barclays' James Ratcliffe to the cablecos, there's no need yet to panic over the FCC's "net neutrality" regs. The agency doesn't really want to regulate prices, and the rules don't stop cable providers from doing anything they could have expectd to do anyway. TWC -2.3%; CVC -3%; CMCSA -1%; T flat. (yesterday)  [View news story]
    oh, so the FCC will not increase regs going forward, esp during populist regimes like the current one? sorry, that is incredibly, pathetically naive. regardless, it makes the internet more expensive and less profitable at the same time, stupid, and the FCC has no business whatsoever regulating CABLE ever for any reason. the pro net neutrality arguements do not even merit debate because they are strictly emotional, embarrassing
    May 7, 2010. 01:39 PM | 3 Likes Like |Link to Comment
  • Why I'm in Favor of Net Neutrality Regulation [View article]
    i wrote my reply before i read this one, and i defer to this one, it is perfect. if i have freedom to buy what i want, it is only b/c someone COULD offer me what i wanted. illogical article
    May 7, 2010. 12:48 AM | Likes Like |Link to Comment
  • Why I'm in Favor of Net Neutrality Regulation [View article]
    there is a limit to bandwidth, control is inevitable-- all you are legislating is that the government will control it instead of the people who own the capital-- idiotic and immoral. the FCC wants to control communications and GOOG bought an administration to make certain it gets done. the FCC's Pollyannaish manifesto is a joke-- which highschooler wrote it? if SP's can't monetize their asset, then they will invest less money in it and there will be less innovation, it is just that simple. and in general philosophical terms, federal government control of private assets is called FASCISM. the idea that the feds need to control cable wires is flat absurd, no defense
    May 7, 2010. 12:45 AM | 1 Like Like |Link to Comment
  • Who Will Be the Coca Cola of the 21st Century? [View article]
    1. chinese and americans are the same race 2. the difference is cultural, not genetic. ridiculous comment
    May 5, 2010. 04:10 PM | 1 Like Like |Link to Comment
  • Who Will Be the Coca Cola of the 21st Century? [View article]
    Jobs has figured out he would rather sell the milk than the cow, evidenced by data center and ad moves, smart IMO; however, the more pies he sticks his fingers in, the closer he gets to a visit by the DoJ, just like IBM & MSFT. BTW, Buffett is notorious for talking up value investing while actively trading, maybe he just knows his strengths (buying politicians doesn't work with tech). IMO, all tech 'investing' should be active
    May 3, 2010. 03:34 PM | 2 Likes Like |Link to Comment
  • Steve Jobs Blogs on Why He Hates Flash, But Can't Get His Facts Straight [View article]
    Dan, debating Fanboys is like arguing whether chocolate mousse is better than pudding with a bunch of 6 year olds. This space will evolve so fast everything will be "dead" soon enough. JMO based upon history, latency will get a lot worse before it gets better.
    May 1, 2010. 12:23 PM | Likes Like |Link to Comment
  • "The heads of all the major banks should be fired," Larry Tabb declares. "They Hoover up cheap cash offered by the Fed and lend it back to the government... generating billions in profits, but they don't lend a penny to consumers or businesses. They pay record bonuses when many Americans are losing their homes... They marshal herds of lobbyists (ineptly) to fight the curtailment of even the most obvious of flagrant abuses..."  [View news story]
    the heads of the banks should be fired for getting the most from the corrupt politicians we elect? sounds like they need a bonus to me. ok, seriously, politicians have eliminated competition, bankers who are left take what they want. sorry, but this article is ultimately pro big gov't since it blames the wrong party, disappointing
    Apr 29, 2010. 06:32 PM | 7 Likes Like |Link to Comment
  • High unemployment isn't part of the new normal, says White House economist Christina Romer. The evidence suggests that elevated unemployments levels "are not a separate structural problem but largely a cyclical one" tied to a fall in aggregate demand.  [View news story]
    as a small business owner who is delaying capital purchases, and hiring, I am responsible for the continuing recession. I do not need any economist to tell me that. your comment is completely off point. like i said before, you do not know what you are talking about, so maybe you should listen to small business owners more and economists less
    Apr 24, 2010. 10:59 PM | Likes Like |Link to Comment
  • Q1 Earnings Update: Technology Sector [View article]
    in response to Moon, I will contend that noone could have guessed Apple's Japan and China numbers. The Japan numbers are literally unbelievable. as a lawyer, i want to remind everyone: companies and analysts guide down to avoid lawsuits. period. end of story. since they started getting sued, they have and they always will, so adjust your expectations
    Apr 24, 2010. 10:54 PM | Likes Like |Link to Comment
  • InterDigital: An 'Under the Radar' Opportunity in Wireless Technology [View article]
    institutional ownership is only 53%, so there is some reason analysts are still ignoring this one. Barclay's dumped half their shares last quarter, but that could be a timing issuete; it may just be damaged by previous disappointment and a good buy (i have seen that often over the last year). interesting article, thanks James
    Apr 24, 2010. 03:29 PM | 1 Like Like |Link to Comment
  • Is the Semiconductor Rally Coming to an End? [View article]
    Tech, Altera (ALTR) voiced concerns of their own on the conference call; generalizing, they said that over-booking was common at this point in the cycle, so ALTR is planning to intensify channel checks. i guess the analysts did not like what they heard based upon todays sell-off of ALTR, XLNX and NETL. (long ALTR, CAVM). excellent opportunity to load up IMO, although i will wait until they bottom
    Apr 21, 2010. 04:59 PM | 1 Like Like |Link to Comment
  • High unemployment isn't part of the new normal, says White House economist Christina Romer. The evidence suggests that elevated unemployments levels "are not a separate structural problem but largely a cyclical one" tied to a fall in aggregate demand.  [View news story]
    raising the deficit is not supply side economics. remember, the Clinton administration maintained the Reagan supply side policies. if you want to criticize, you might want to know what you are talking about
    Apr 17, 2010. 10:06 PM | Likes Like |Link to Comment
  • High unemployment isn't part of the new normal, says White House economist Christina Romer. The evidence suggests that elevated unemployments levels "are not a separate structural problem but largely a cyclical one" tied to a fall in aggregate demand.  [View news story]
    simple, let's check the VCs to see if we have a structural problem: VCs are receiving thus creating less capital, so yes little Chissy, we do have a structural problem. as a smal business owner, and serial entrepreneur, let me assure you that i FEEL this is a very negative environment, and the VC numbers prove my feelings are correct. you morons, and you know who you are, elected an administration that promised to be hostile to small business and has delivered. in the middle of a recession, idiotic
    Apr 17, 2010. 10:03 PM | 3 Likes Like |Link to Comment
  • Poor decision-making, not government-mandated housing goals, led Fannie Mae (FNM +5.1%) and Freddie Mac (FRE +3.4%) to loosen their lending standards that led to their collapse, HUD secretary Shaun Donovan says.  [View news story]
    we already knew giving mortgages to deadbeats with nothing down was stupid, we learned nothing except that Congress is infinitely foolish. the regulators and bureacrats who are now trying to deflect blame need to retire in disgrace or be fired-- at least Dodd understands. Frank, what about you? Note, Austin Goolsby and Frank are still saying, to this day, that this is a good idea. Greed? Hubris? we have a three legged stool propped by bad, greedy and stupid people, and one of those legs is stupid people in government, it's that simple folks. do you think anyone intelligent would choose to work for HUD since everyone knows it is a failure?
    Apr 14, 2010. 02:00 PM | 1 Like Like |Link to Comment
COMMENTS STATS
449 Comments
787 Likes