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Pwdrskir

Pwdrskir
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  • Did Micron Just Jump The Shark? [View article]
    The sentence was: "I am not saying I believe Micron will be down 50% in the next few weeks."
    Apr 4 04:04 PM | 1 Like Like |Link to Comment
  • Buying Google On The Dip [View article]
    Saw this on CNBC -
    "Why Google's split will change the S&P 500 forever"
    http://cnb.cx/1jZI4Oq
    Mar 28 02:06 PM | Likes Like |Link to Comment
  • My Best Idea For 2014 [View article]
    Understood, time is needed to investigate. Not jumping to conclusions.

    Yahoo lists a number of Feb/March options exercised around $24: http://yhoo.it/12ecqlx

    and a Form K-8 lists - "On February 12, 2014, D. Mark Durcan...Mr. Durcan’s trading plan provides for the sale of up to 400,000 shares of the Company’s stock over an 8-month period beginning in April 2014."
    http://bit.ly/1m8JMhZ

    All I'm saying is that more supply "could" put downward pressure on the share price.
    Mar 27 04:06 PM | Likes Like |Link to Comment
  • My Best Idea For 2014 [View article]
    Just announced in last minute of CNBC's Fast Money by Herb Greenberg:
    - $MU Insiders are bailing, options being sold they can hold for a long time
    - Price for chips is breaking down
    Mar 27 01:11 PM | Likes Like |Link to Comment
  • Salesforce.com Or Salesfarce.com? You Decide! [View article]
    Good info about SEC. With that said...

    I believe the first slide you used to present "Salesforce Revenue Analysis" represents $CRM "savings" from declining "loss" (attrition) by customers being able to customize the platform to meet their needs. Their presentation is VERY confusing...

    After downloading and reading through the presentation, I concluded the first slide you used (Usage and Customization "Drive Declining Attrition") represents "the decline" of "lost dollars" that $CRM experiences after the client customizes the platform beyond the basic platform $CRM provides to all subscribers.
    (To be consistent with the slide title, the note at the bottom of the slide should say: Chart reflects "declining" dollar attrition as a percentage of revenue when compared to the year-ago period). Why else would they brag about 17 straight qtrs of decline?

    The slide previous to the one you chose, in their presentation, (Greater Customization Leads to Greater Usage) describes the "Proportion of custom objects to total objects" describing how customers are innovating the platform to fit their specific needs. I would argue, that $CRM is arguing, this keeps the customer with $CRM instead of leaving for a different solution, thus "Driving the Declining Attrition".

    In the first slide you used, they are stating that Enterprise "decline" (attrition) is less than 1/2 (<1/2) the decline experienced compared to Commercial "decline" (attrition). I would argue this is because the Enterprise group is able to customize the platform more innovatively to fit their needs, thus reducing turnover and competition.

    See link below for article regarding $CRM's competition, $VEEV, losing Genentech to $CRM because of better customization available at $CRM.
    http://seekingalpha.co...

    Again, the $CRM presentation is very confusing...
    Mar 7 07:48 PM | 1 Like Like |Link to Comment
  • My Best Idea For 2014 [View article]
    Nice article, been in $MU since July '13. With $MU moving toward NAND, "shifting its Singapore fab into NAND production" my biggest concern - advancements in NAND or ReRAM outpacing $MU's current technology (Toshiba's new NAND announced Oct '13).

    June 7, 2013
    From ZDNet regarding NAND failure:
    "With each write the high voltage places more charge into the insulating layers that protect the floating gate. As the charge in the insulating layers grows it takes longer and longer to write the cell.
    Eventually, a write is no longer possible. When that happens the existing data can not be overwritten and is therefore preserved."

    August 5, 2013
    ReRAM, the memory tech that will eventually replace NAND flash, finally comes to market
    "A new memory technology company, Crossbar, has broken cover with a new ReRAM design it claims will allow for commercialization of the technology. The company’s claims aren’t strictly theoretical; today’s announcement reveals that the design firm has successfully implemented the architecture in silicon. While that’s not the same as initiating mass production, it’s an important step in the search for a NAND flash replacement."
    http://bit.ly/1fuzhja

    Do you have any info on R&D at $MU toward ReRAM?

    How vulnerable is $MU to ReRAM?

    Thanks
    Feb 27 05:45 PM | 3 Likes Like |Link to Comment
  • 3D Systems hit by BofA downgrade. Stratasys, Voxeljet also off. [View news story]
    - Are they learning to 3D print more or less viable products/items/ bio-products?

    - Will 3D printing be in more or less demand in 3-5 yrs?

    - Is this purely a "short-term" balance sheet clowngrade or is it based on the future development and integration of 3D printing in the world of growing computer integration? (Ray Kurzweil, Google's new director of engineering, "Robots will be smarter than the most intelligent humans within the next 15 years...")

    - Has this analyst ever had to sign the front of a check in a business?
    Feb 24 12:08 PM | Likes Like |Link to Comment
  • Morgan Stanley Earnings Drop [View instapost]
    "Out with the bad, in with the good".

    I'm glad $MS has changed focus toward Investment Banking, something the world and $MS will profit from in the coming years.
    Jan 17 11:38 AM | Likes Like |Link to Comment
  • Annaly Capital: A Sinking Ship? [View article]
    Just an FYI from a SA Contributor:
    Cramer's Lightning Round - Don't Reach For Yield With Annaly (5/29/13)
    http://bit.ly/11Eojqm

    Cramer - Annaly (NLY): "We can't own these right now. We don't know what they own. The whole bond market is being convulsed. It is too hard. We don't know what they own, but we know they can be poorly positioned. Let's not reach for yield."
    May 30 05:56 PM | 1 Like Like |Link to Comment
  • "We're wondering what it's going to mean," says the president of Steelworkers Local 1123 regarding the possibility Timken (TKR +0.8%) will be split into two separate companies. Nearly a month after a slim majority of shareholders voted for a non-binding proposal to spin-off the steel business, management is still mulling its options. Meanwhile, the Canton, Ohio community is concerned: The region's "long-term future [is] tied to TKR's ongoing success," a local news source says, adding that "the steel business … would be a small operation" vulnerable to a buyout from a large foreign firm. [View news story]
    If the Union is so worried, why don't they buy the company? They could then run it anyway they want.
    May 28 03:42 PM | 1 Like Like |Link to Comment
  • Salesforce After The Earnings: The Good, The Bad And The Ugly [View article]
    From above:
    From my experience, the main reason companies go with an “in-house” c-r-m solution is so the CIO (Insight’s was paranoid) could maintain control of the data. They push the case for “security” to the C level group, but I would argue that customer contact data is not what it used to be. Everyone basically has the same lists/data now.

    Giving away software is the oldest game in town (I have never paid for AV software with rebates) - CRM is only software, very little end-user overhead costs.

    It all comes down to “speed of use” and “overhead expenses”. IBM, ORCL, SAP & MSFT all have heavy end-user service costs (check out the c-r-m companies servicing revenue, except MSFT which is all 3rd party servicing), and when CRM end-user company CFO’s see the revenue saved, CIO’s have less “security” to worry about and CEO’s have “mobile” and “speed of use”, the CRM end-user’s competition will pay attention.

    I’m advocating for the CRM service, not the stock, but if they execute the way I can see them moving, they will be a force.
    May 28 01:55 PM | Likes Like |Link to Comment
  • Salesforce After The Earnings: The Good, The Bad And The Ugly [View article]
    From my experience, both SAP (was in German for half the data, they might have updated) and Oracle had numerous bugs and problems, thus their “lucrative” servicing contracts.
    May 28 01:31 PM | Likes Like |Link to Comment
  • Salesforce After The Earnings: The Good, The Bad And The Ugly [View article]
    I’m not advocating for purchasing CRM stock, but I would argue that companies are becoming more sensitive to time of implementation and c-r-m expenses. When we (my groups at the respective companies listed above) evaluated implementing a c-r-m system, we had to look at the totality of installation expenses (100’s of servers, software licensing, servicing contracts & time), and did not have an option like Salesforce.

    From my experience, the main reason companies go with an “in-house” c-r-m solution is so the CIO (Insight’s was paranoid) could maintain control of the data. They push the case for “security” to the C level group, but I would argue that customer contact data is not what it used to be. Everyone basically has the same lists/data now. (When I started as a Sales Rep at Insight, I was required to make 40+ outbound sales calls a day and there were 900 people doing the same. We pressed the same companies weekly.)

    I would argue numbers shown in the post and the stocks of the respective companies that sell c-r-m solutions do not reflect the end-user companies fiscal and time sensitive concerns. "Mobile" and "Nibble" seem to be the manta now and “in-house” solutions have fiscal & time costs that Salesforce does not.

    Time will tell if companies embrace “cloud” for c-r-m data, I would argue they will, but I’ve clearly seen that “speed” will never be out-of-style.
    May 28 01:28 PM | Likes Like |Link to Comment
  • Salesforce After The Earnings: The Good, The Bad And The Ugly [View article]
    Having worked as a Product Manager for Insight (Tempe, AZ) and Tech Data (Clearwater, FL), I understand the costs (hardware, software, personnel & Time (training, implementing, educating)) required to implement different CRM platforms: Microsoft, SAP and Oracle back-end CRM systems. They are Very time consuming, expensive projects that you are not taking into consideration here. Salesforce.com is “almost” a turn-key CRM, and MUCH cheaper to mount, execute and maintain than any of the other CRM platforms you've listed.

    You need to "rework" your numbers from the perspective of a company like Merrill Lynch, which runs Salesforce.com. Even a small-medium sized company like Insight would have been MUCH better off signing up for Salesforce than taking the (1+ YR) time frame it took them to implement SAP.

    After my experiences, I would HIGHLY recommend a company use Salesforce.com over the other companies that Depend on the servicing / licensing revenue from their CRM systems.
    May 27 03:16 PM | Likes Like |Link to Comment
  • Shocking Results At ExOne [View article]
    Being a new company in a new industry has its problems, but I would rather have $XONE's problems than $DDD's.

    I’ve been watching the 3D printing sector since DDD hit my radar over 1 yr ago. After reading about XONE (http://seekingalpha.co...), my focus has shifted from DDD to XONE.

    XONE = $539.23M for May 17, 2013 (Up from $350M in ’12) / DDD = $ 3.52 B
    XONE = Industrial Mkt / DDD = Home Mkt
    XONE = Many Materials / DDD = Plastic only
    XONE = Deep capital budgets to fund purchases / DDD = Downward pricing/margin pressure of Home purchases

    It is much easier to move from $539M to $3B, than $3.52B to $10B.

    The ExOne Company Reports Strong Revenue Growth In First Quarter 2013 - The Street.xom
    http://goo.gl/iSvoQ

    XONE Reports Revenue Growth on Higher Machine Sales in Fourth Quarter 2012
    http://bit.ly/10pyeM5

    XONE Reports Huge Growth As Expected
    http://seekingalpha.co...

    XONE Awarded Order for New M-Flex Platform
    http://bit.ly/179s5bH
    May 19 01:26 PM | 1 Like Like |Link to Comment
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