freakyguy666

8 Comments

    • VMware, EMC: The Bargain You Were Looking For? [view article]
      Seeking Alpha writers are generally pretty green when it comes to the market. There are a few that provide some good information, but this writer is certainly part of the majority. Jun 02 01:55 PM
    • How Much Will Jerry Yang's Ego Cost Yahoo Shareholders? [view article]
      WTF? How naive are you people? Do you really think that the board is not influenced by the CEO?!? C'mon. This greedy SOB and co-founder File control nearly 30% of the shares. They could vote any of the board members in or out each year. Anyone who thinks the board is completely independent of Yin-Yang's influence is clearly not familiar with how Wall Street works....not surprising. That said, if the stock hits 20 it's a screaming buy. I really don't see it getting that low except either during premarket or a quick spike on panic selling. Watch and learn... May 04 02:50 AM
    • Earnings Preview: Will Google Perform? [view article]
      I agree with the comments above. I would also add that the blogger doesn't mention any of the recent positives: a) the increased market share in March, b) the fact that nearly 50% of their revenues come from international business, which by most accounts is growing much faster than US, and c) the protracted Yahoo/MSFT/AOL deal just gives Google that much more stability in the eyes of advertisers, not to mention the fact that these types of acquisitions take a loooong time to finalize and will be a distraction for the companies' management and likely allow Google to take advantage.

      With regard to the stock price, it should be noted that the current Estimates have been slashed significantly and GOOG is STILL trading at a forward P/E of 18.5 with a 30% growth rate. Not too much downside unless you think Google management is just plain stupid. Not a good bet, imo.       Apr 15 09:47 PM
    • Google News Next Week Could Keep Its Rally Going [view article]
      Buds, you are pretty naive. MSFT's comments are just posturing in order to get YHOO to approve the deal. Your name should be changed to Naive Buds..... Apr 05 03:46 PM
    • Sitting Out the Great Google Debate [view article]
      Just a few notes: a) it would have been helpful to mention that Yahoo and AOL did not experience the same level of declines in paid click ads, suggesting that this is unlikely to be related to a slowing economy, but more likely a result of the Google-specific changes. b) comScore themselves have been publicly defending the Google numbers are not indicative of actual revenues--which is what really matters for the stock; c) Yahoo indicated just a few days ago that their revenues guidance remains unchanged, which would be tough to do if the macroeconomic conditions had worsened for the paid-click industry; d) Google's market share gains in January and February are excellent and bode well for the quarter given that their international growth will also be likely performing similarly--if not better--and therefore their international ad revenues are more likely to experience growth as well.

      Thanks!       Mar 28 02:27 AM
    • Sigma Designs: Too Inexpensive to Overlook [view article]
      Aren't you forgetting something? A big chunk of their business is IPTV and there are numerous independent reports indicating that there is a backlog and there will be a negative impact in Q1 and possibly Q2. Why not wait to hear the conference call next Wednesday before jumping in? I'd rather give up a few points and know what I'm getting into. Wouldn't you? Mar 06 06:11 AM
    • Smith Micro: Profit from a Fallen Wall Street Story [view article]
      Interesting that you failed to mention arguably their most exciting division: Device Solutions Group. This division is focused solely on marketing products to the HANDSET MANUFACTURERS. Products include Mobile Device Management (acquired from Insiginia--allows over-the-air updating of firmware without having to physically take the handset to the carrier), IMS (acquired from PCTel), and StuffitWireless (compression of the handset resources by up to 70% allowing the OEMs to fit more data on the handset without increasing the amount of flash memory). The potential here is higher than any of the other divisions simply due to the fact that, if successful, the software would be sold on a per unit basis and included on the handset itself. Given over 1.1 Billion handsets are sold per year, it is not hard to see how quickly revenues (and indeed earnings, as this is virtually a 100% gross margin product) could explode. Again, why you would choose to ignore this is strange...

      Also, it is worth noting that although SMSI will have to pay a higher tax rate in 2008, it is unlikely that it will be higher than 25-30% given the options expenses. So a reasonable guess would be 28%, which should increase your EPS estimates.       Jan 14 01:17 PM
    • The Starbucks Sequel: What's in My Coffee for 2008? [view article]
      What is the point of the article? We all know that the stock price is lower. We all know that there is competition. We know that it would have been better to sell when it was near its peak. But that is OLD INFORMATION! Who the heck cares?!? And you say that you "want [the readers] to see it and learn from their mistakes". What does that mean exactly?? Are you suggesting that somehow it was a GIVEN than SBUX would lose this much value in 2007? If so, it would have been much more interesting to read your opinion of the tell-tale signs of the impending decline. Hindsight is 20/20, and this article is just standard media drivel and provides nothing new.

      I'm not even sure that the author even has an opinion on whether the stock is a good prospect for 2008? Is it? I, for one, would think that the international growth potential for SBUX is completely discounted out of the stock price at this level ($20) and given that is has the potential to completely eclipse the sales SBUX has enjoyed thus far, I would be surprised if SBUX did not outperform in 2008.

      Happy New Year.       Jan 01 02:30 AM
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