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tsiwen

tsiwen
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  • 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 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 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 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 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 08:46 AM | 5 Likes Like |Link to Comment
  • Cisco: 3.2% Yield And 30% Upside [View article]
    John Chambers proved himself as he built Cisco through acquisitions and capitalized on internet growth. Wall street respects him as one of the best corporate leaders. I agree with this article, the stock is oversold regardless of who is CEO. If Chambers was not so cautious on the future, Wall street would put a P/E of 20 on this stock, not 10. Hard to find a better value. Go long on CSCO.
    Dec 9 11:47 AM | 1 Like Like |Link to Comment
  • Why Ford Will Easily Plow Through $25 In 2014 [View article]
    Old saying in Detroit during this long lasting recession really hits home: hungry?-eat your toyota! Always will drive Ford!! and the stock.
    Dec 3 01:57 PM | 2 Likes Like |Link to Comment
  • Alcatel: A Sum Of Parts Analysis, Enterprise Acquisition Speculation And Nokia's Interest [View article]
    After sitting on ALU stock for several years as result of Nortel and LU mergers and acquisitions, I will be happy to trade anytime in double digits. We still have a long way to go. Nice article and analysis of why ALU is work more in pieces to NOK or CSCO. Like to see a bidding war for enterprise div.
    Nov 18 10:57 AM | 2 Likes Like |Link to Comment
  • Alcatel-Lucent: The Risk Of Capital Destruction Is Too Large [View article]
    I agree; sounds like sour grapes since author already sold out and is now trying to justify why. Would you rather own ALU or Tesla at this time? Both speculative but tesla already a momentum stock, and ALU just beginning to become one.
    Nov 15 09:30 AM | 2 Likes Like |Link to Comment
  • AT&T Remains A Cash-Generating Machine [View article]
    lots of tech stocks with lower P/E, better growth prospects and reasonable dividend that is safe. T payout too high based on earnings growth. If you sell call options too you will net you more than T overall. Try INTC or CSCO!!
    Nov 9 12:19 PM | 1 Like Like |Link to Comment
  • The Delusions Of Nokia's Valuation [View article]
    NOK is soon to have lots of cash. How about the rumor that NOK may buy network part or all of ALU?
    Combes seems to be the right CEO to rebuild this combinedl patent and IP services powerhouse in Europe and opens door to US market!! Long on both ALU and NOK for at least another year.
    Nov 3 04:09 PM | 3 Likes Like |Link to Comment
  • How Cisco Can Boost Its Share Price By 41% According To Carl Icahn [View article]
    A better use for overseas $ would be to buy ALU to get the Bell labs and their patent portfolio. Over half of ALU network IP business is in the US. This would avoid paying tax on overseas cash and raise the stock price too.
    Oct 29 10:21 AM | Likes Like |Link to Comment
  • Nokia Will Test $8 Per Share This Year [View article]
    if Loeb bought NOK after Msft bought the D&S he bought it expecting restatement of dividend which would make it a $10 stock once again. I'm staying long til next May.
    Oct 25 07:01 PM | 1 Like Like |Link to Comment
  • Alcatel-Lucent: Buy, Hold, Or Sell? [View article]
    I started my engineering career at Western Electric- Hawthorne works in Chicago and watched the telecom industry evolved. BTL originally developed "DSL" technology over copper wires, and recently patented a vectoring technology allowing 10Ghz+ DSL speeds over copper wires. This will be big in Europe which doesn't have that much fiberoptic cable for distribution. I've been long LU before the merger, hoping Cisco would buy it, but after ALU merger waited and bought more @ a buck, now waiting for the "shift revival" to carry it to $5?
    Oct 10 04:41 PM | Likes Like |Link to Comment
  • Speculations In Nokia And Alcatel-Lucent Deal Making [View article]
    If you combine the ALU and NOK mobile and IP patents, you get a valuable powerhouse which will become a cash cow for many years to come. Good possibility the European build out of high speed internet will use ALU vectoring patents(high speed DSL over copper wire) which expands the NOK -NSN business. Both of these stocks have great upside potential in 2014 separate or merged. Just need to get France ministry to lighten up, think long term and allow ALU to restructure for growth.
    Oct 10 12:06 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
92 Comments
173 Likes