Seeking Alpha

Yagottabe Kidding

Yagottabe Kidding
Send Message
View as an RSS Feed
View Yagottabe Kidding's Comments BY TICKER:
Latest  |  Highest rated
  • Palm Keeps Plunging but This Bull Doesn't Care [View article]
    Options traders are no more knowledgable about stock price movement than anyone else - they're just laying down bets at a different table.
    Feb 25, 2010. 10:09 AM | 4 Likes Like |Link to Comment
  • Windows Phone: Microsoft's Window of Opportunity [View article]
    The paragraph starting "So now the war has heated up" does not make sense, neither in English nor content.
    Feb 16, 2010. 07:16 AM | 2 Likes Like |Link to Comment
  • Nothing to Fear from a Sirius XM Reverse Stock Split - Palm's Lesson [View article]
    Your logic is false and you have left yourself wide open for further criticism.

    That is to say, this blog entry has not made things better.

    [I do not follow SIRI at all nor have any opinions whatsoever about its reverse split nor the viability of the company as a whole. This comment is directed at your baseless leap of logic, poor "proof" that a reverse split is not a negative, and apparently personal attacks against someone elsewhere]
    Feb 2, 2010. 06:09 AM | 9 Likes Like |Link to Comment
  • The iPad and the Rush to Early Conclusions [View article]
    Wait until multi-tasking 4.0 comes out.
    Jan 29, 2010. 12:05 PM | 2 Likes Like |Link to Comment
  • What's Really Behind Google's Threat to Leave China? [View article]
    Getting rid of "google".cn" is not getting rid of "google.com" that is still accessible if the name itself has not been hijacked, officially or not.
    Jan 14, 2010. 06:41 AM | Likes Like |Link to Comment
  • Mobile Ad Click Rates: Symbian Destroys iPhone [View article]
    The "average was set to 100"?

    Hmmm...

    I don't suppose raw numbers of click-throughs matter huh?

    What if the average number of click-throughs was, like, 10. Would the data in this blog entry thus have any real meaning at all?

    The book "How to Lie with Statistics", though half a century old, still has relevance today.
    Jan 14, 2010. 06:39 AM | 4 Likes Like |Link to Comment
  • Palm's Next Steps [View article]
    Pundits keep assuming Verizon's purchase (no matter how low it is - only 400,000 solidly rumored) is to be added to some ephemeral ongoing order, presumably from Sprint.

    Why?

    Who says Sprint is buying any more?

    They already have a 200,000+ backlog of Pres/Pixis (as of the last earnings call).

    What of Verizon's order is simply it (with some minimal French order, of course)?

    And, since Verizon's order is supposedly happening late in the quarter, what about NEXT quarter - who is buying huge numbers then? Certainly NOT Verizon.
    Jan 9, 2010. 04:52 PM | Likes Like |Link to Comment
  • Thoughts on the Blackberry Network Fail [View article]
    What isn't "smart" about this outage is that RIM apparently puts into place software updates that are inherently broken from the start.

    I think they need to CLOSELY examine their software development structure, the management oversight of it, and their "QA" - the latter put in quotes for the obvious reason.
    Dec 23, 2009. 09:07 AM | Likes Like |Link to Comment
  • 4 Mobile Predictions for the New Year [View article]
    W.r.t Palm getting bought (HA HA HA!) just what price are we talking about here?

    $5 billion?

    [don't forget the REAL share count that includes the Preferred Shares getting converted - we're talking 200+ million shares and the CURRENT stock price is $12 and the current debt that needs to be paid off is $400 million and one should assume there is SOME sort of premium on top of that]

    $300 million like the outrageously expensive purchase of PalmSource and PalmOS?

    Just what are we talking here?

    Wouldn't Android simply be cheaper all around?
    Dec 15, 2009. 10:30 AM | 1 Like Like |Link to Comment
  • The Unlocked Phone Movement Gets a Big Boost [View article]
    > There is definitely a price war brewing...

    Can companies like Palm handle a price war?

    I don't think so.

    We're going to see some...er..."consolida...
    Dec 13, 2009. 10:27 AM | 1 Like Like |Link to Comment
  • Does CEO Age Affect Stock Performance? [View article]
    Now graph college degree and performance. Or location and performance. Or sex and performance. Or...you know... CEO experience and performance.

    Oh!

    Wait!

    That sample population above was hand picked!

    Oh good grief.

    Nevermind.

    Next!
    Dec 13, 2009. 06:34 AM | 7 Likes Like |Link to Comment
  • Google Phone May Be Data Only, VoIP Driven Device [View article]
    It is WELL past time that someone comes out with a data-only cell phone that is OVERTLY data-only (instead of the under-the-covers data-only (!) that all sell phones are already).

    Hope it's true.

    Time for carriers to mimic cable companies and supply us with dumb pipes.
    Nov 18, 2009. 03:17 PM | Likes Like |Link to Comment
  • Novatel: Comparing 'Sell Through' vs. 'Sell In' Numbers [View article]
    Understand that =PALM's= definition of "sell-through" is NOT, repeat NOT, "sales to end customers".

    Palm's definition of sell-through is "sales by those to whom we have sold-in" (*).

    Why is this of import?

    Because, as noted above, Palm had an 85% customer, Sprint, that served as a wholesaler to other venues like BestBuy, Walmart, Radioshack, etc.

    That is, when Sprint turned around and sold Pres to, say, BestBuy, those Pres were counted =by Palm= as "sold-through" even though they were in warehouses and on shelves yet to be sold to end customers.

    We don't know what wholesale customers Sprint has other than the above; they COULD include even other wholesalers - thus Palm sells to Sprint (that's "sold-in"), Sprint sells to Wholesaler X (Palm counts that as "sold-through"), Wholesaler X sells to Retailer Y, Retailer Y can't sell the device and it sits on a shelf.

    Sold-through.

    ------

    (*) There's a very small and insignificant "sell-through" that goes directly to end customers from Palm via Web sales with no "sold-in" in-between.
    Nov 14, 2009. 04:23 PM | Likes Like |Link to Comment
  • Garmin Plans to Launch Android Phone [View article]
    IOW - if you can't beat 'em, join 'em!
    Nov 11, 2009. 03:52 PM | 1 Like Like |Link to Comment
  • Weekly Shorts Review: Garmin, TomTom, Nintendo, Palm [View article]
    Nokia isn't going to pay billions of dollars for Palm.

    No one is.

    It's WELL past time to put this silliness to rest.

    =========

    A few years ago when Palm actually had some pretty good-selling devices, like the Centro and Treos (planned or out), Palm's BoD decided the BEST future for Palm was to sell the company.

    And they could not even though they had hundreds of millions in cash, no debt, and said devices. [this is all revealed in Palm's SEC documentation about the original Elevation Partners transaction]

    NOW Palm is heavily in debt, has massively more shares outstanding, has Preferred Shares that have priority over common, and have a weak product that apparently didn't even live up to expectations.

    And the stock price suggests billions upon billions of dollars to buy it out.

    Why does ANYONE reasonably think any company would NOW be insane enough to buy Palm anywhere near the current price if they weren't insane enough to buy it really cheaper a couple years ago?
    Nov 3, 2009. 06:48 AM | 1 Like Like |Link to Comment
COMMENTS STATS
129 Comments
159 Likes