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  • GameStop's Shares Plummet Following Its Q3 Earnings Release, Is The Sell-Off Overdone? [View article]
    JCB, do you have teenage gamers? do you see them giving an increasing or declining dollar count to GME?

    How much does broadband cost to download? on an incremental basis, zero additional cost. do you charge your gamers for house bandwidth? do gamers mentally allocate their monthly broadband bill across game downloads, netflix, youtube, and Facebook?

    you may have noticed that a significant portion of their spend is now through an all digital channel. GME is capturing less market share.

    GME also doesn't have an exclusive on selling physical consoles and disks.

    Also, you misread my comment about NTES and Valve when you mentioned 'why should publishers care about the channel'. The point was about investing in companies that have strong digital publishing channels. NTES and Valve have good market viability and growing profits because of their digital publishing platforms. NTES has a 13.8B market cap, 5.77 EPS , and 24.42% revenue growth over 5 years. compared to GME's 4.2B market cap, 3.27 EPS, and anemic 0.53% revenue growth over 5 years.
    Nov 26, 2014. 08:58 PM | Likes Like |Link to Comment
  • GameStop's Shares Plummet Following Its Q3 Earnings Release, Is The Sell-Off Overdone? [View article]
    In a declining business, buying back shares does not maximize shareholder value, but treads water. In a mid-term timeframe, A ~3% dividend yield does not offset downward risk. While management would like to cite revenue pressure due to one late arriving title, what management actions are changing structural headwinds? I would rather place chips on NTES and Valve (when public) - two firms that understand digital distribution.
    Nov 21, 2014. 10:41 AM | Likes Like |Link to Comment
  • Splunk: Price Matters [View article]
    Yes. See gartner seim mq http://bit.ly/1p4jjIb
    Nov 20, 2014. 10:00 PM | Likes Like |Link to Comment
  • Intel-Powered Set-Top Box Can Challenge Amazon Fire TV And Apple TV [View article]
    Content is king. Since Intel sold their media business to Verizon earlier this year, their options to play in the market are limited.

    Your analysis doesn't include any supporting partnerships with smart tv companies. As all tv and media vendors (from low end to high ) already ship smart tv's, where is the momentum to retool on Intel?
    Apr 28, 2014. 08:14 PM | 1 Like Like |Link to Comment
  • EMC Corporation: Big Data And Cloud Computing Are The Future [View article]
    @seshukanari, Do you still see Cloudera as niche?

    http://bit.ly/1iExsVQ
    Mar 27, 2014. 02:58 PM | Likes Like |Link to Comment
  • A Lot Has To Go Right For Facebook To Break Even On Oculus Rift [View article]
    MZ may be playing the long game. Did he buy OR for patents, cache with teens, and have a competitive arrow against Glass? The competitive moat widens with each acquisition. Direct revenue is secondary, and goodwill value can be retained for many years.

    Currently long FB , watching the brand image , and gauging monetization strategies.
    Mar 27, 2014. 10:30 AM | Likes Like |Link to Comment
  • EMC Corporation: Big Data And Cloud Computing Are The Future [View article]
    Hi Seshu, WSO2 (http://wso2.com ) is the only complete, composable, and cohesive open source middleware vendor. A small private company, with hundreds of F500/G2000 clients; including eBay, Boeing, Trimble, BarclayCard, .... WSO2 offers architectural components that Pivotal lacks (i.e. API Management, Enterprise Service Bus, Business Process Management, DevOps PaaS).


    What are your thoughts about competitive impact if Red Hat acquires one of the niche players?
    Mar 27, 2014. 10:09 AM | Likes Like |Link to Comment
  • EMC Corporation: Big Data And Cloud Computing Are The Future [View article]
    Big Data and Cloud markets are expecting phenomenal growth, and market share competition will be fierce between EMC, Cloudera, HortonWorks, Informatica, IBM, Red Hat, and WSO2.

    I'm not sure how you derived 'currently earns $1.74 per share'. The EMC investor relations website states $1.33 GAAP and $1.80 non-GAAP in 2013:

    "GAAP net income attributable to EMC for 2013 increased 6% year over year to $2.9 billion, and GAAP earnings per weighted average diluted share were $1.33, up 8% year over year. Non-GAAP net income attributable to EMC for 2013 was $3.9 billion, an increase of 4% year over year, and non-GAAP earnings per weighted average diluted share were $1.80, an increase of 6% year over year."


    Disclosure: I work with WSO2.
    Mar 13, 2014. 09:30 AM | 1 Like Like |Link to Comment
  • Jobs: The Summer's Over [View article]
    Felix, in the chart you present, the peak occurred in Jan-00 and participation has headed down over the last 13 years. Do you care to comment on how demographic shifts and productivity improvement make your thesis irrelevant and inaccurate?

    On your chart, today's datapoints are higher than during the 1960's and 1970's, were those 'lost economic decades', or do other structural issues factor into a vibrant and growing economy?
    Sep 6, 2013. 08:39 PM | Likes Like |Link to Comment
  • Is Gold Foreshadowing A Stock Market Implosion? [View article]
    Would anyone like to comment on whether huge gold short interest is influencing price action, and how the shorts will cover? http://1.usa.gov/101iROE

    Also, obviously, short sellers made a significant amount of money last week.
    Apr 14, 2013. 08:33 PM | Likes Like |Link to Comment
  • 3 Reasons Why A New Bottom For Gold Will Likely Prove Elusive For Now [View article]
    Would anyone like to comment on the huge short interest in gold, how recent short interest build-up influenced price action, and how the shorts will cover? http://1.usa.gov/101iROE
    Apr 14, 2013. 08:24 PM | 1 Like Like |Link to Comment
  • Gartner's CEO Discusses Q2 2012 Results - Earnings Call Transcript [View article]
    very impressive results.. Client organization expansion potential cited in the Q&A, in addition to an expanding sales force and strong brand, leaves ample room for future top line growth (long term). In addition, Q4-2012 (and 2013) could be when contract value significantly expands due to the Burton Group acquisition (expanding the product portfolio offering with the Gartner for Technical Professionals product http://bit.ly/QNqoZf ) positively working into the yearly sales cycle and raising contract value per client.

    Disclaimer: I formerly worked for Gartner and currently own Gartner shares.
    Aug 3, 2012. 05:09 PM | Likes Like |Link to Comment
  • Oracle A Buy On 2 Newest Acquisitions [View article]
    The article seems to have been published on June 11, but talks about a June 6th announcement in the future tense ("On June 6, 2012 CEO Larry Ellison and President Mark Hurd will deliver"). very strange...

    What was industry sentiment and views on the 'announcement'?
    Jun 12, 2012. 11:05 PM | Likes Like |Link to Comment
  • Revenue And Customer Impact From Progress Software's Shifting Strategy [View instapost]
    My colleague Dan Sholler, #Gartner IT, has posted his recommendations for Progress Sonic customers, http://bit.ly/JjkXfk
    May 4, 2012. 11:34 AM | Likes Like |Link to Comment
  • Revenue And Customer Impact From Progress Software's Shifting Strategy [View instapost]
    My colleague Dan Scholler has posted his recommendations for Progress Sonic customers, http://tinyurl.com/7nk...
    May 4, 2012. 11:32 AM | Likes Like |Link to Comment
COMMENTS STATS
22 Comments
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