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seatest

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  • Cisco: Huge Challenges Lie Ahead In 2012 [View article]
    This article cites John Chamber's comments "Bottom line, we have lost some of the credibility that is foundational to Cisco’s success – and we must earn it back" as proof that positive analyst sentiment is hype. My conclusion from this frank honesty is the opposite. If management is being this open, it indicates that they are addressing their problems and returning to their knitting. I don't know where Cisco is going, but the openess with which Chamber's is addressing the problem is a positive in my view. I wish we had a more factual analysis of the drivers that will put CIsco back on track. I don't own the stock, but I see continued bandwidth usage and cloud plays as positive for all network companies and would like to be able to better pick the winners.
    Jan 8, 2012. 08:53 AM | 3 Likes Like |Link to Comment
  • 5 Stocks Seeing Big Analyst Downgrades [View article]
    A possible Euro recession has been baked into GOOG for a long time. This isn't new news is it. Advertising is someone resistant to recession, since vendors are encouraged to both cut more expensive traditional advertising and drum up more business. In the US the presidential election will increase ad spending this year dramatically. Goog+'s numbers will surprise and Goog docs will continue to steal market share, Droid numbers continue to increase and steal market share. I did not see the Benchmark report but old news about Europe has been baked in. Buy on this dip.
    Jan 6, 2012. 11:06 AM | 1 Like Like |Link to Comment
  • Apple Is Ripe For Another Sell-Off [View article]
    Ho, ho, ho, ha, ha, ha - this is something that should be sent on April Fools day, not Christmas. iphone sales off the wall. MacAir sales up 17%, Smartphone sales projected to skyrocket across the board. Ho, ho, ho. Ha, ha, ha.
    Dec 13, 2011. 09:31 AM | 1 Like Like |Link to Comment
  • Will Verizon Be The Death Of Google Wallet? [View article]
    I don't understand how VZ can avoid antitrust sanctions if it restricts Google Wallet in favor of its' own payment system. More so if VZ, T, and T-Mobile are doing it in concert.
    Dec 7, 2011. 02:21 PM | Likes Like |Link to Comment
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