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Native Texan 2.0

Native Texan 2.0
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  • Why A Full Scale Russian Invasion Of Ukraine Is A Good Thing [View instapost]
    Bullish!
    Mar 30 07:08 PM | Likes Like |Link to Comment
  • Natural Gas Trading And Mental Accounting [View article]
    Keep it simple: Spring is quickly approaching, less demand. NG prices will fall. Additionally, power plants have likely cut back their consumption due to recent costs, using coal instead - fluctuating between the 2 as pricing warrants.
    Long $DGAZ @ $2.53, held support today @ $3.31 - $3.34. Bullish weekly candle too.
    Feb 28 05:12 PM | 1 Like Like |Link to Comment
  • Hedge Fund Goes All In With Overland Storage [View article]
    I supply product to this company, Overland Storage. They never pay their bills on time and their product management is a complete disaster, honestly, they're clueless on how to effectively manage their vendors in a manner that's conducive to competitive business practices and they've burnt many bridges in the industry, primarily with their vendors. Their commodity management is nonexistent resulting in high prices component level pricing that could otherwise be about 40% less than what it is at present.
    The component level inventory that they have on hand isn't being handled or stored properly, so much so that their vendors refuse to accept the product transfers for use on their PCB's. These guys don't even have a reel counter! [A device used for counting product.] These guys are clueless.
    Their Program manager(s) are incompetent and though they think they know what they're doing, they don't.
    Their entire purchasing organization needs to be completely revamped.
    If you gave me 100k shares of this company, I'd sell as soon as I was allowed to do so and while waiting, I'd short the stock.
    No thanks.
    Their NPI is virtually nonexistent and tape drives are a dying product.
    Nov 13 01:48 PM | Likes Like |Link to Comment
  • Another Boeing (BA) 787, this one operated by All Nippon Airways (ALNPY.PK), made an emergency landing in Takamatsu in western Japan today after pilots received a battery-fault warning and smelled smoke. It's not immediately clear what caused the problems, but all 137 passengers and crew members were evacuated safely. Japan is the biggest market so far for the Dreamliner, with JAL and local rival All Nippon Airways flying 24 of the 50 Dreamliners delivered to date. BA shares -1.9% AH. [View news story]
    Assembled by: Union Workers.
    Jan 15 08:42 PM | 12 Likes Like |Link to Comment
  • Dell's (DELL) executive defections continue. David Johnson, the IT giant's SVP of corporate strategy, is leaving to take a senior position at Blackstone. Dell lost its services chief and storage chief last month - in each case, the company said the exec is pursuing a new opportunity. There's a good chance a lot of Dell stock options are expiring out of the money these days. [View news story]
    I worked at Dell back in 1998, State and Local Government Sales... Every quarter I blew my quota out of the water and took home some nice bonuses. Consequently, my quotas got raised every quarter, this was not unique to me, same would happen to everyone who exceeded their quota. The other sales people in my group sucked. Most came from Home and Small Business Sales and/or were strait out of college and were nothing more than order takers, they were terrible sales people. To boot, these were the same worthless pin heads getting promoted into management; the blind leading the blind. Anyone worth their weight in salt, like me, left as soon as they figured out their max earnings potential.

    Their biggest problem: Turnover, it’s horrendous there; it always has been and always will be. Reason: To this day, they continue to run with as little staff as they can get away with, resulting in everyone having to work 11-13 hour days. This burns people out, quickly, resulting in high turnover and loss of talent.
    Jan 7 05:37 PM | Likes Like |Link to Comment
  • Senators have given up on pushing through an online poker bill before the end of the year after Republicans failed to line enough support on their side of the aisle. With most major players in the gaming industry supporting a federal framework under which Internet poker is legalized across state lines, Senator Harry Reid says the bill will get pushed forward sometime in 2013. The poker payday down the road: MGM Resorts (MGM), Wynn Resorts (WYNN), and Caesars Entertainment (CZR) think the power of their brand will help them beat back challenges from Internet upstarts in the space, although Zynga and Facebook could still be a factor. [View news story]
    Online poker, seriously? Why is it needed? Haven't they heard of day trading via E*Trade, etc.? It's much more fun except that the "house" is allowed to cheat with algos, HFT, etc.
    Dec 15 02:03 PM | 5 Likes Like |Link to Comment
  • Alcatel-Lucent Makes A Dent In The Core Router Space, Continues Restructuring [View article]
    I'd sure like to know who's going to be building these boxes ....
    Dec 6 03:50 PM | Likes Like |Link to Comment
  • Alcatel-Lucent Makes A Dent In The Core Router Space, Continues Restructuring [View article]
    Do you know who is building the 7950 XRS for Lucent and in which location? i.e. Flextronics - Guadalajara?
    Dec 5 04:45 PM | Likes Like |Link to Comment
  • With the 2014 introduction of its Broadwell CPUs, Intel (INTC) plans to change the packaging of its desktop CPUs so as to prevent users and motherboard makers from swapping them off a board, claim sources at multiple OEMs. This won't go over well with enthusiasts, but as ZDNet observes, it would please OEMs by lowering assembly costs and killing off aftermarket upgrade sales. It would also give Intel more control over the motherboard market, where it both competes and supplies third parties. [View news story]
    Surely this will open up the mobo market to other vendors and perhaps even give AMD some hope, if the latter chooses not to follow suit?? We'll see.
    Nov 28 01:18 PM | 1 Like Like |Link to Comment
  • "Asian-Americans are the highest-income, best-educated and fastest-growing racial group in the United States," the Pew Research Center wrote in recent massive study. The WSJ discusses the rise of Asian-Americans in a weekend essay, saying that they "have become the immigrant group that most embodies the American promise of success driven by will and resolve." [View news story]
    I notice that the Lefties got Wyatt's thread removed. They don't like facts very much, they find them extremely inconvenient.

    The Lefties have ruined S.A. comment threads and Stock Talks with their racism and bigotry.

    Lucky for them, Seeking Alpha is run by a naive work from home staff who outsource the I.T. and other support functions like "report abuse" to Obama loving folks in India, who have historically supported the communist party in their own country.
    Oct 29 12:23 PM | 3 Likes Like |Link to Comment
  • "Asian-Americans are the highest-income, best-educated and fastest-growing racial group in the United States," the Pew Research Center wrote in recent massive study. The WSJ discusses the rise of Asian-Americans in a weekend essay, saying that they "have become the immigrant group that most embodies the American promise of success driven by will and resolve." [View news story]
    The Left have ruined S.A. comment threads with their racism, bigotry and evil ways, similar to what they've done to our once great country.
    Oct 29 09:14 AM | 2 Likes Like |Link to Comment
  • "Asian-Americans are the highest-income, best-educated and fastest-growing racial group in the United States," the Pew Research Center wrote in recent massive study. The WSJ discusses the rise of Asian-Americans in a weekend essay, saying that they "have become the immigrant group that most embodies the American promise of success driven by will and resolve." [View news story]
    The best part of about this thead is the fact that as soon as the conversation went to hard work = success, the Left got quiet.
    Oct 28 09:20 PM | 2 Likes Like |Link to Comment
  • As earnings season crashes upon us, it's become glaringly apparent that corporations are sitting on record piles of cash, reluctant to invest in their businesses or hire new workers in an uncertain economic outlook. At present, cash balances have swelled by 14% and are on track toward $1.5T for companies in the Standard & Poor's 500, which, if attained, would be a historic high. [View news story]
    Make no mistake about it. If Caesar thought he could get away with it, he'd take that money and buy votes with it.
    Oct 23 07:53 PM | 3 Likes Like |Link to Comment
  • Not only have investors been pulling cash out of stock funds all year, but the pace of the outflows is picking up. Investors pulled $10.6B out of stock funds in the week ended Oct. 3, ICI reports, in the biggest weekly outflow since Aug. 2011. There's no end in sight to the trend of flows moving from stock to bond funds, and it could accelerate further if the current mini-selloff gets any worse. [View news story]
    Four more years! Four more years! Four more years! Four more years! LOL
    Oct 11 07:12 PM | Likes Like |Link to Comment
  • Pres. Obama may have caught a break in today's jobs numbers, but retail gasoline prices - already the highest on average since July 2008 - likely will continue to climb this month as refinery and pipeline problems overshadow weakness in U.S. consumer demand. "It will only take another refinery issue and a bit more geopolitical noise to have the first U.S. election [with gas] at $4/gallon," one analyst says. [View news story]
    They're already trying to with SPR release rumors.
    Oct 5 06:34 PM | Likes Like |Link to Comment
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