Seeking Alpha


Send Message
View as an RSS Feed
View jyabc888's Comments BY TICKER:
Latest  |  Highest rated
  • BofA's Moynihan gets a pay cut [View news story]
    This is well said. I have 2 Msc degree and 1 Ph. D. I was consulting to the old bank of america. When Nations Bank bought BoA, Ken Lewis was the CEO. his team forced old BofA to accept substandards. then gradually lead to the disaster. He then made a lot money. look at what he did?

    on compensation, i make much less than this Brian guy who did poorly during the last few years.

    yes he 'closed' the case. I can do that too even my degree is in engineering..

    I fully agree: this group of CEOs paid them selves very well since they can.. It is a twisted system caused this trouble..

    the strange thing is: thy are supporter for them to 'sealing' money from us...

    wake up...
    Feb 21, 2015. 12:20 PM | Likes Like |Link to Comment
  • Why I'm Cautious About Citrix As A Long-Term Holding [View article]
    why buy Citrix instead of msft? most of their business is in down-hill after their peak.
    Feb 21, 2015. 12:08 PM | Likes Like |Link to Comment
  • BofA's Moynihan gets a pay cut [View news story]
    He is a lawyer so it may be useful for him to work on DOJ matters.
    He is not a banker, so maybe it is time for him to go away since the big legal issues are behind us.

    I do not like to see the politicians to run a company who he does not know..
    Feb 17, 2015. 09:41 PM | 4 Likes Like |Link to Comment
  • A Feb. 26 Q4 Upside Surprise May Be In The Cards For Splunk [View article]
    DATA and SPLK has correlations since they are in Big Data space. Since DATA has a excellent excellent Q, so SPLK will to.

    Before they jump big time like DATA did, you will have to on-board the train..
    Feb 17, 2015. 07:21 PM | 5 Likes Like |Link to Comment
  • IBM Launches z13 Mainframe -- Most Powerful and Secure System Ever Built [View article]
    does this really matter? How many orgs will be interested in this? I feel it will not make any differences in the big scheme..
    Jan 13, 2015. 09:33 PM | Likes Like |Link to Comment
  • IBM To Restructure To Focus On Cloud Computing [View article]
    What do you think this means for IBM stock price? This = massive re-org.

    Do you sense this will be their 4th Q numbers are bad... If true, then the stock price will drop. Then they add the massive re-org to it to counterbalance for the stock price drop potential?
    Jan 13, 2015. 04:48 PM | Likes Like |Link to Comment
  • Time To Speculate On IBM Again? [View article]
    this has been my thinking for long time. IBM's management is all sales / marketing type. While nothing wrong with that for basic operation but lack of innovation, that's the key.

    All the treatments of the deep technical but visionary people by marketing / sales has been very poor. those tech folks has been treated as secondary citizen. how can they have energy to create?

    i really like what you said here:
    "Why can't IBM innovate a search engine that is the basis for massive advertising and data collection revenue; or a social network commanding a significant % of the global population"

    IBM will have to buy data from the twitters or Goog....
    Jan 13, 2015. 07:58 AM | Likes Like |Link to Comment
  • Time To Speculate On IBM Again? [View article]
    IBM internally has announced big re-org at the very beginning of the new year. Any body has any more concrete info except the URL:

    The questions are:
    1. what the Q4 earning will be?
    2. They will announce the big reorg, what that will affect the stock price?
    3. Since she and her leadership team are marketing / sales guys, so there is no vision from her and there have been no vision from Lou Gester, Sam and her.. they are the same type of people. So without her going away, do we see any hope even with the ore org?
    Jan 11, 2015. 12:30 PM | Likes Like |Link to Comment
  • Why I Am Buying More Baker Hughes [View article]
    i feel hal made a too early strike. they may have regretted the timing of the merge.

    what do you think?
    Jan 11, 2015. 10:17 AM | 2 Likes Like |Link to Comment
  • Box sets IPO price range, aims for ~$1.4B valuation [View news story]
    the need for box is limited since ms and goog has similar offerings which is almost free. this is the reason its value decreased during the last year.

    why buy box, not flunk, data and now?
    Jan 9, 2015. 11:30 PM | Likes Like |Link to Comment
  • Splunk Offers An Opportunity To Join The Upcoming Big Data Analytics Boom [View article]
    I own some Splunk shares due to its potentials.
    Jan 7, 2015. 08:43 PM | 1 Like Like |Link to Comment
  • Barclays bullish on the big banks this year [View news story]
    what do you think of DB? Please compare DB with C and BAC.. After you do that, do you conclude that DB is better since it is much below its book value..

    Well, one factor is: DB is not US based.. How much that's contribute to the buy decisions?
    Jan 6, 2015. 01:12 AM | Likes Like |Link to Comment
  • Visa Inc.: Why It Should Be In Your Portfolio [View article]
    Bought V, MA, BAC, C a while back. I am good with them for sure.
    If they come down to 200 or 220 as mentioned here, I will buy more.

    Note: gas saving will be into some thing else. So they may not dent V, MA that much... So I do not see much trouble with gas price much (may be minor).
    Jan 5, 2015. 10:50 PM | Likes Like |Link to Comment
  • 2014 leaders and laggards [View news story]
    The issue is: there is not many corps who are interested in mainframe in the first place.

    If you have 1000 units, only 1 unit is adding some value, even it double, it does not change the needle.
    Jan 5, 2015. 10:44 PM | Likes Like |Link to Comment
  • Oil Doomsayers Were Wrong In 2009: 4 Reasons Why They Are Wrong Now [View article]
    this is impossible and it may be a way to cheat for some investment from those who never studied thermodynamics..
    Jan 4, 2015. 10:21 PM | Likes Like |Link to Comment