Vinz Klortho

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Wed Apr 2nd 13:51 PM | Rating: 0 0
Commented on:
Bernanke Brushes Aside Inflation, Focuses on Growth

Rising gas and rice prices don't necessarily mean that we have inflation.

Inflation is an increase in the supply of money, not prices.
Prices CAN be an effect of inflation, but are not the cause.
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Thu Mar 20th 15:39 PM | Rating: 0 0
Commented on:
Amgen: Lost in the Biotech Bargain Bin

Two problems with your analysis:

1) Amgen's future revenues will not be as predictable as they have been in the past.

2) P/E ratios for the markets are very high compared to historical levels. Due to the recession and the deflationary credit crisis, P/E ratios are headed down from the 20's to something more like 8-12.

Either way, Amgen is not the screaming buy you imply that it is.

Vinz
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Mon Dec 3rd 16:05 PM | Rating: 0 0
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Technology Seen as a World of Duopolies

In the programmable semiconductor market (FPGA's), the duopoly is Xilinx and Altera.
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