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pete186

pete186
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  • What Would A Salesforce.com Acquisition Do To Oracle? [View article]
    if CRM gets bought could Benioff go to ORCL?

    If not Maybe LE sees value in having Benioff back at ORCL, and they do buy....could explain why Catz is out of the loop here. Elllison Hurd and Benioff....be a good team.

    nothing against Catz she's real good too. but....yea

    I think ORCL needs to buy Cloudera, but wdik.
    May 2, 2015. 12:32 PM | Likes Like |Link to Comment
  • Nokia: Stock Price Weakness Could Derail The Alcatel-Lucent Merger [View article]
    this has been in the works for ~2yrs....I don't think a soft quarter, really changes the complexion of their relationship.
    Deal has been priced in to ALU sp since 2H 13
    May 2, 2015. 08:34 AM | 1 Like Like |Link to Comment
  • Universal Display: Opportunities And Threats [View article]
    Novaled isn't the only co working tadf...Cynora is still independent. maybe UDC and Cynora team up.
    Mar 26, 2015. 12:51 PM | 1 Like Like |Link to Comment
  • Why Lumber Liquidators' Wood Testing Doesn't Comply With CARB [View article]
    it's called a loan...
    Mar 5, 2015. 11:08 AM | Likes Like |Link to Comment
  • Ruckus Wireless - Taking On Ubiquiti Is A Mistake [View article]
    I agree...and strange that Pera equates Ubiquiti's success with "we have built up a powerful brand evangelism and kind of fanatical user base" instead of just saying his products are the best in the industry.
    Nov 13, 2014. 10:51 AM | Likes Like |Link to Comment
  • Crude oil closes at multi-year lows, energy stocks hammered [View news story]
    i guess I'm not being clear...

    At lower prices there will be less products produced by drillers because their cost of production will be higher than what the product could be sold at. Production cutbacks by drillers will equal less volume of product to push through the pipeline.

    Problem is mideast oil can live with sub 80 pricing, North American oil cannot operate at those prices. So maybe mideast might like too see North America stop production, maybe they drive the price down, get rid of north american production, then watch the price go back.
    Oct 10, 2014. 10:56 AM | 1 Like Like |Link to Comment
  • Crude oil closes at multi-year lows, energy stocks hammered [View news story]
    saying there would be a cutting of production at lower prices, therefore less to transport.
    Oct 10, 2014. 09:13 AM | Likes Like |Link to Comment
  • Crude oil closes at multi-year lows, energy stocks hammered [View news story]
    prob because volume transported would decline
    Oct 9, 2014. 05:12 PM | 6 Likes Like |Link to Comment
  • Valuing Universal Display Corp. Earnings [View article]
    2G LG OLED TV up for pre-order:

    http://bit.ly/1tmwrZJ
    Jul 29, 2014. 07:06 AM | Likes Like |Link to Comment
  • The Big Picture For Universal Display Corp. [View article]
    yea,yea, just adding a little color for the newbs.
    May 13, 2014. 03:50 PM | Likes Like |Link to Comment
  • The Big Picture For Universal Display Corp. [View article]
    article re PPG and Universal
    http://bit.ly/1lssSeG
    May 13, 2014. 09:25 AM | Likes Like |Link to Comment
  • Sony reportedly halts OLED TV development; Universal Display lower [View news story]
    maybe they pickup the old cambridge tech from sumitomo on the cheap here.
    coincidentally, wasn't that the co that originally had the OLED ticker....
    May 12, 2014. 07:45 PM | Likes Like |Link to Comment
  • Chesapeake Energy: Spinning Off Oilfield Services Business Good For Shareholders [View article]
    Another point fwiw when a spinoff happens in a heavily shorted stock, like CHK, the spinoff sometimes get squeezed up. Check out ELN and PRTA. Granted there probably is some kind of arb trade to be had between the drop in CHK when the spinoff occurs and the price at which point you have to cover 77, but that's above my pay grade to figure out....(fyi, if you are short CHK you will be short the 77 spinoff shares as well)
    Mar 20, 2014. 07:01 AM | Likes Like |Link to Comment
  • Ruckus -2.7% AH; Bernstein starts at Underperform [View news story]
    7.00?! Sure this wasn't meant to be 17?
    Mar 11, 2014. 10:59 AM | Likes Like |Link to Comment
  • Transocean: The Bear Case Goes Far Beyond Decreasing Deepwater Day Rates (Part 2) [View article]
    This article(as well as the stock px) gives no credit to management. One would think they are acutely aware of the situation outlined above and probably have a strategy in place to eventually come out in the black. Off the top of my head, maybe they are grouping all the old rigs for a group divesture, then maybe buy PACD....definitely dont think they are going to watch their fleet rot, and then be like " i guess we're done here"....
    Feb 15, 2014. 08:58 AM | Likes Like |Link to Comment
COMMENTS STATS
76 Comments
30 Likes