Wisdom vs. Information

Wisdom vs. Information
Contributor since: 2009
Company: Hill Solar
7/28/11
Wisdom vs. Information
not holding my breath waiting for all the CSCO/Chambers haters to admit they are trolls/idiots
7/25/11
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
5/21/10
Wisdom vs. Information
no vol on the leaders, no proof this is the bottom
5/20/10
Wisdom vs. Information
why are the idiots still investigating the flash crash? check todays numbers, it was no fluke
5/20/10
Wisdom vs. Information
now we know why smart money has been selling off: LEI down. looks like a double dip
5/7/10
Wisdom vs. Information
friday at noon, still no vol on the tech blue chips, not buying yet
5/6/10
Wisdom vs. Information
trading error? maybe, but this correction is for real. watching the blue chips tank after hours...
5/4/10
Wisdom vs. Information
blue chip techs are crossing 20 day MA, went all cash
4/29/10
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
4/27/10
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
Wisdom vs. Information
re levine: synthetic CDOs do NOT effect the economy, just the parties
4/21/10
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
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
3/12/10
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
2/4/10
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
12/4/09
Wisdom vs. Information
FNSR: finisar exceeded high rev guidance, raised forward rev guidance, missed non-GAAP earnings on scrappage issues. good CTL; scrappage hmm
12/1/09
Wisdom vs. Information
ALTR: programmable chips for wireless go in VIAV and FNSR ROADMs, XLNX should be benefitting as well
11/24/09
Wisdom vs. Information
BRCD: Q1 is not going to match seasonality b/c Foundry has different seasonality, thus, this is not a guide down
11/23/09
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
Wisdom vs. Information
CIEN: Ciena says there is some product overlap on the Nortel MEN deal, but not much customer overlap
11/20/09
Wisdom vs. Information
ADCT: carrier 4Q is bypassing ADTN & ADCT (CTV?) but, according to ADCT, hitting electronics equip. 4Q looks good for some networkers
11/19/09
Wisdom vs. Information
ADCT's conference call was brutal, don't see carrier spending improving until 2011; not much of a sales job, IMO sandbagging
11/5/09
Wisdom vs. Information
did everyone hear a dif CSCO CC than i did? that was bearish guidance folks, 24 PEx indefinitely; telcom up 7% def good for telcom NWing
10/8/09
Wisdom vs. Information
CIEN /NT: 390M cash, ~130M stock (10M shares), 2X Rev, add 100M annual OpEx, another 50M for transaction costs; proforma looks good
10/7/09
Wisdom vs. Information
CIEN has been concentrating on 100G b/c telcoms had been demanding; recently telcoms demandschanged, so 40G bridge was desirable, thus NT
9/4/09
Wisdom vs. Information
Pickens lieing about NG on bloomberg. long haul OTR NG semis are horrendously inefficient b/c they must stop much more often
9/1/09
Wisdom vs. Information
ron paul on bloomberg satellite
9/1/09
Wisdom vs. Information
sarkozy and merkel on banks: those of you who insist the EU is not fascism have been proved wrong
8/19/09
Wisdom vs. Information
lotsa buzz on the Kessler WSJ article about communications; unfortunately kessler is wrong, WiFi is clean b/c no one is on it, not for long
8/17/09
Wisdom vs. Information
"Japan pulls out of recession" is like feelling lucky you did not die when you totalled your car and broke your leg
7/30/09
Wisdom vs. Information
OPWV trading around close after hours, missed slightly and flat guidance, but expecting big things from mobile devices soon
7/20/09
Wisdom vs. Information
tyler durden bashing GS live on bloomberg, great stuff