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Wisdom vs. Information

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  • Wisdom vs. Information
    not holding my breath waiting for all the CSCO/Chambers haters to admit they are trolls/idiots
    7/28/11
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      • Wisdom vs. Information
        small caps getting hit while the NQ rises: risk off. not due to Euro, just typical cyclical balancing. INTC, DOX, etc looking good-- for now
        7/25/11
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          • Wisdom vs. Information
            no vol on the leaders, no proof this is the bottom
            5/21/10
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              • Wisdom vs. Information
                why are the idiots still investigating the flash crash? check todays numbers, it was no fluke
                5/20/10
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                  • Wisdom vs. Information
                    now we know why smart money has been selling off: LEI down. looks like a double dip
                    5/20/10
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                      • Wisdom vs. Information
                        friday at noon, still no vol on the tech blue chips, not buying yet
                        5/7/10
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                          • Wisdom vs. Information
                            trading error? maybe, but this correction is for real. watching the blue chips tank after hours...
                            5/6/10
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                              • Wisdom vs. Information
                                blue chip techs are crossing 20 day MA, went all cash
                                5/4/10
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                                  • Wisdom vs. Information
                                    Yellen: what's the goal, making the rest of the country's economy as bad as California's? looks like failing up to me
                                    4/29/10
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                                      • Wisdom vs. Information
                                        more Levine: Congress wants to pass laws that will impair banks ability to compete against big banks because GS committed an ETHICAL blunder
                                        4/27/10
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                                          • Wisdom vs. Information
                                            re levine: synthetic CDOs do NOT effect the economy, just the parties
                                            4/27/10
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                                              • Wisdom vs. Information
                                                smart phone-oriented investors: note that generally it is the latency (switching, etc), not the bandwidth, that users must wait for
                                                4/21/10
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                                                  • Wisdom vs. Information
                                                    some analysts are still talking about the weakness of volume; ignoring the bull/bear issue, remember that the retail invester is still out
                                                    4/21/10
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                                                      • Wisdom vs. Information
                                                        Yellen at the Fed? Why, so that the US economy can become as bad as California's? Another case of failing up in the Obama administration
                                                        3/12/10
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                                                          • Wisdom vs. Information
                                                            what do steel sales mean? if you examine cycles you will find steel is late, so not much. if this is a recovery, steel will be near last
                                                            2/4/10
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                                                              • Wisdom vs. Information
                                                                FNSR: finisar exceeded high rev guidance, raised forward rev guidance, missed non-GAAP earnings on scrappage issues. good CTL; scrappage hmm
                                                                12/4/09
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                                                                  • Wisdom vs. Information
                                                                    ALTR: programmable chips for wireless go in JDSU and FNSR ROADMs, XLNX should be benefitting as well
                                                                    12/1/09
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                                                                      • Wisdom vs. Information
                                                                        BRCD: Q1 is not going to match seasonality b/c Foundry has different seasonality, thus, this is not a guide down
                                                                        11/24/09
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                                                                          • Wisdom vs. Information
                                                                            BRCD: Brocade 4Q confirmed 2010 guidance ~$1EPS, looks good at $8; revs will be up, GM down, hmm... bad for QLGC and ELX?
                                                                            11/23/09
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                                                                              • Wisdom vs. Information
                                                                                CIEN: Ciena says there is some product overlap on the Nortel MEN deal, but not much customer overlap
                                                                                11/23/09
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