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Comments on EXTR
Klayko: Brocade Is Not for Sale
[View article]
The author of this article is a cross dressing aids infested gay man. Don't believe a word he says.
Comment by
Hugofukuzef
Dec 11 16:32 pm
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Rating:
+1
0
Klayko: Brocade Is Not for Sale
[View article]
Broadcade has so much issues and liabilities. They should stay focus, stop waste cash with merger, and control ego.
Comment by
Nettligent
Nov 11 17:12 pm
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Rating:
+1
0
Are Today's Networks Turning into Yesterday's Factories?
[View article]
James: Great point. The carriers certainly have their own issues as well. Some of the SPs have watched Google assault their yellow...
More »
Comment by
Gregory Ness
Oct 22 16:14 pm
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Rating:
0
0
Are Today's Networks Turning into Yesterday's Factories?
[View article]
You mention the network of the enterprise but you should also add the external network of the incumbent carriers. There needs to be...
More »
Comment by
JAMES CARLINI
Oct 18 08:08 am
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Rating:
+2
-1
Infrastructure 2.0 Outlook: Timing Is Everything
[View article]
Thank you once again for your detailed reply and opinions. Needless to say, any time there is a pending, major shift/event within any...
More »
Comment by
mws
Oct 15 13:52 pm
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Rating:
0
0
Infrastructure 2.0 Outlook: Timing Is Everything
[View article]
I think there are at least two approaches. You invest in the service providers or htose who sell equipment/solutions to them. For...
More »
Comment by
Gregory Ness
Oct 15 12:39 pm
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Rating:
+1
0
Infrastructure 2.0 Outlook: Timing Is Everything
[View article]
Mr. Ness, May I ask what you perceive to be the best way to invest in this "groundbreaking" technology. Are you a proponent of the...
More »
Comment by
mws
Oct 15 11:29 am
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Rating:
+1
0
Soros Discloses EXAR Position
[View article]
Exar does seem ripe for a makeover. The company still has over $200M in cash but loses a hefty amount due. Rationalizing R&D and SG&A...
More »
Comment by
Kris Tuttle
Aug 6 11:19 am
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Rating:
0
0
Dell’s recent acquisition rumors: DELL may have its match in PER or PAR…
[View instapost]
Dell, which we own, probably needs to make an acquisition to get going again. All that cash flow and limited reinvestment.
Comment by
Graham and Dodd Investor
Jul 8 12:57 pm
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Rating:
0
0
IBM Won't Do Much to Help Brocade Take Market Share from Cisco
[View article]
I'm surprised that there is no mention of Juniper here for they are the true #2 and have the best long-term chance of cutting into...
More »
Comment by
Denzerini
May 7 02:33 am
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Rating:
0
0
IBM Won't Do Much to Help Brocade Take Market Share from Cisco
[View article]
You make some interesting points, but I too disagree. First, with Cisco getting into the server market, the whole landscape has changed...
More »
Comment by
DaveinSV
Apr 24 10:02 am
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Rating:
0
0
IBM Won't Do Much to Help Brocade Take Market Share from Cisco
[View article]
I disagree. With Cisco doing the whole blade server thing, it is pissing off HP and IBM. Combined, they do over 1 billion per year in...
More »
Comment by
IP Lantastic
Apr 24 08:27 am
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Rating:
+1
0
Hedge Fund Portfolio Tracking: Soros Fund Management (George Soros), Q4 2008
[View article]
Yes but if he sold many of his holdings at a peak (or at least back in late September) like he did Vale then that would offset much of...
More »
Comment by
naidle
Feb 24 17:41 pm
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Rating:
+2
0
Hedge Fund Portfolio Tracking: Soros Fund Management (George Soros), Q4 2008
[View article]
For a very long time I suspect Soros for running Madoff/Stanford fund, his returns are always in low percentage but how can you trust...
More »
Comment by
ROLEXDAYTONA
Feb 24 11:17 am
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Rating:
0
-4
Hedge Fund Portfolio Tracking: Soros Fund Management (George Soros), Q4 2008
[View article]
I bet you he gets a nice bath on BBY , MER and GenWorth Financial. the other picks probably make up for the loss though. but he has a...
More »
Comment by
pooramerican
Feb 23 21:33 pm
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Rating:
0
-1
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Next Page
Klayko: Brocade Is Not for Sale [View article]
Klayko: Brocade Is Not for Sale [View article]
Are Today's Networks Turning into Yesterday's Factories? [View article]
Are Today's Networks Turning into Yesterday's Factories? [View article]
Infrastructure 2.0 Outlook: Timing Is Everything [View article]
Infrastructure 2.0 Outlook: Timing Is Everything [View article]
Infrastructure 2.0 Outlook: Timing Is Everything [View article]
Soros Discloses EXAR Position [View article]
Dell’s recent acquisition rumors: DELL may have its match in PER or PAR… [View instapost]
IBM Won't Do Much to Help Brocade Take Market Share from Cisco [View article]
IBM Won't Do Much to Help Brocade Take Market Share from Cisco [View article]
IBM Won't Do Much to Help Brocade Take Market Share from Cisco [View article]
Hedge Fund Portfolio Tracking: Soros Fund Management (George Soros), Q4 2008 [View article]
Hedge Fund Portfolio Tracking: Soros Fund Management (George Soros), Q4 2008 [View article]
Hedge Fund Portfolio Tracking: Soros Fund Management (George Soros), Q4 2008 [View article]