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tsiwen

tsiwen
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  • Nokia to buy Alcatel-Lucent for $16.6B [View news story]
    Bell Labs is the biggest prize in this deal. I started as an engineer fresh from college at Western Electric (Lucent) admiring what Bell Labs did and can do for telecommunications. Still the leaders today in IP
    Apr 15, 2015. 08:55 AM | Likes Like |Link to Comment
  • Nokia - Alcatel Merger: A Great Deal For Nokia, But Will Alcatel Shareholders Accept Such A Rip-Off? [View article]
    NOK is testing the merger waters with a low-ball pricetag. I'm happy for the deal approval by France, but realistically want $6 for my shares. I think we should hold on for a better price and not give the company away. This is a one time deal. Nok should be a $10-11 stock next year, which values ALU share north of $5.5 now.
    Apr 15, 2015. 08:37 AM | 11 Likes Like |Link to Comment
  • More on NOK/ALU: Wireless asset deal reportedly close [View news story]
    Remember the advanced technology in wireless, servers and IP technology are coming from the Lucent part of ALU, ie the Bell Labs. Being an old Lucent engineer, I trust this is what NOK really wants. They will shoot for the whole company first of all if France will approve. Another EU/Airbus in the making!!
    Apr 14, 2015. 10:12 AM | 2 Likes Like |Link to Comment
  • More on NOK/ALU: Wireless asset deal reportedly close [View news story]
    A big win for both NOK and ALU, finally!!!!!
    Apr 13, 2015. 04:33 PM | 6 Likes Like |Link to Comment
  • Alcatel-Lucent scores China Telecom deal, unveils new optical tech [View news story]
    This is a big win for ALU. Should move the stock price up for rest of 2015. Good to be in for long haul.
    Mar 30, 2015. 05:38 PM | 6 Likes Like |Link to Comment
  • What Sarissa Capital's Proxy Fight Means For Ariad Investors [View article]
    22 VP's? Where did this info come from? Sounds like a top-heavy organization in trouble.
    Feb 23, 2015. 10:34 AM | Likes Like |Link to Comment
  • The $250 Nokia N1 Tablet Is A Future Growth Catalyst [View article]
    Thanks for excellent report; best news I have heard about Nokia since the Microsoft buyout. Onward and upward! More reasons to stay the course- long.
    Jan 3, 2015. 01:53 PM | 4 Likes Like |Link to Comment
  • Why Investors Should Be Buying Alcatel-Lucent, Not Cisco [View article]
    Both CSCO and NOK haven't figured out how to deal with the French government and unions which pretty much restrict foreign purchase of ALU. The remnants of Alcatel would suffer if they sold just the LU portion away so probably won't happen. Good hedge is to buy ALU which may end up owning more stock in CSCO or NOK; both should be winners if it happens. My bet is put more chips down and wait and see! Excellent report, Mr. Nichols.
    Dec 11, 2014. 02:49 PM | 1 Like Like |Link to Comment
  • Iclusig cleared in Australia [View news story]
    how high will it go when shorts (20%+) start covering?
    Nov 24, 2014. 02:26 PM | 1 Like Like |Link to Comment
  • Citigroup: The Best Value In Large Banks [View article]
    Remember, a target price of 62 is really 6.2! Stock still has a long way to go in this economic recovery.
    Nov 5, 2014. 08:08 AM | Likes Like |Link to Comment
  • Alcatel-Lucent: Set To Soar Even More [View article]
    Great article, thanks for the reassurance ALU is on right track to recovery. Having started as a Lucent engineer, I respect the prowess of the research and technology this combinied company has. Alcatel always was a European leader and ALU should be it again. Just needed leadership. I plan to stay long.
    Feb 7, 2014. 08:46 AM | 5 Likes Like |Link to Comment
  • Ariad +13% as BMO upgrades, assets likely to attract M&A interest [View news story]
    Most of this quick run up is short covering; future earnings justify max $7-8 price. I'd be happy to sell @ $14.
    Jan 24, 2014. 01:01 PM | 1 Like Like |Link to Comment
  • Buy Ford Even If Mulally Leaves [View article]
    Ford has little downsize risk; don't think Mullaly will go to Microsoft. I think Elop will get the nod as he knows the culture and did a good job setting up Nokia for MSFT. Age is also a factor; MSFT looks for CEO for next 10 yr+ , not a short-termer nearing retirement. Ford has always had short term CEO's who work with the board and understand and listen to the Ford family. Mullaly was brought in as a fix it guy; Msft needs a long term inbred leader like Gates, etc. Good time to buy both companies for 2014.
    Dec 19, 2013. 10:19 AM | 3 Likes Like |Link to Comment
  • Saying Goodbye To LSI [View article]
    Been long LSI for several years, selling calls for small ROI. Happy to take $11+ and look for a better buy/write deal, like INTC. Semis overall are undervalued; fast money going after social media stocks which manufacture nothing and are way over priced.
    Dec 16, 2013. 10:04 AM | 2 Likes Like |Link to Comment
  • Alcatel-Lucent's Broadband Products Win Recognition For Technology Leadership [View article]
    Good article- lots of high tech info. Finally the world will learn again about the technology prowess of the Bell labs, the people who invented the transistor!!! Just needed a new CEO who understood what he had and turned it loose. Thank you ALU, from an old Lucent engineer.
    Dec 11, 2013. 08:46 AM | 5 Likes Like |Link to Comment
COMMENTS STATS
102 Comments
204 Likes