todd su

http://valueplays.blogspot.com
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184 Comments

    • Fri Oct 26th 16:15 PM | Rating: 0 0
      Commented on:
      Comparison to Berkshire Hathaway Shows Sears Has Hope
      al,

      i said betting against them "long term". either company could have been shorted and people could have made tons at times in the past..

      he does not control AZO or AN..
      View article »
    • Thu Oct 25th 21:09 PM | Rating: 0 0
      Commented on:
      Comparison to Berkshire Hathaway Shows Sears Has Hope
      fig,

      it is a look at the early years. berkshire was a textile mill, not an insurance company when it started. people tend to forget that when they make the lampert / buffett comparison. the exercise was to see what it was when it started to see what it morphed to. to think sears and kmart are all that sears holdings will be 10 years from now causes people analyze it wrong.

      it was simply an effort to compare both companies at their early stages
      View article »
    • Thu Oct 25th 21:04 PM | Rating: 0 0
      Commented on:
      Countrywide: The Lender Who Helped People Save Their Homes
      Paul,

      my assumption is based on the acceleration of the sales prior to the company's troubles (odd timing?). now that being said, to assume he would not do it because it would be stupid, well, if that was true there... think Martha, milken, boesky etc...

      smart people do very dumb things all the time
      View article »
    • Thu Oct 25th 14:57 PM | Rating: 0 0
      Commented on:
      Countrywide: The Lender Who Helped People Save Their Homes
      gig,

      i think at this point it is more in their interest to stop the foreclosure and further write offs. not fees..

      based on what i read the early indications is that any fees will be very minimal
      View article »
    • Thu Oct 25th 14:55 PM | Rating: 0 0
      Commented on:
      Countrywide: The Lender Who Helped People Save Their Homes
      i agree, and the only way they help themselves here is to actually help others
      View article »
    • Thu Oct 25th 14:54 PM | Rating: 0 0
      Commented on:
      Countrywide: The Lender Who Helped People Save Their Homes
      markham,

      i know about the previous effort but this one, based on what the advocacy groups say is helping folks before it is too late. they are saving their own hide also in this so it is in their interest here to help as many folks as possible
      View article »
    • Thu Oct 25th 14:43 PM | Rating: 0 0
      Commented on:
      Is AT&T An iPhone Sales Anchor?
      bart.....

      you miss the point.. I said a $599 phone would not be, it wasn't. i also said "lower it to $299 and it will be a hit" (back in April or May?). A $399 is is a moderate success,? slightly popular? hugely mediocre?

      no reason to spin the 3G. i said it was price and network..... price taken care of... network? who knows
      View article »
    • Thu Oct 25th 14:35 PM | Rating: 0 0
      Commented on:
      Is AT&T An iPhone Sales Anchor?
      i think they kind of got the ball rolling, no? their value comes from the affordability of their options.. i got one for $99 (after rebate of course) but it works great

      the facebook deal is huge... how many 15 year olds will be walking around with a blackberry now?

      i think you sort of miss my point. the point was (i said this to Tom in a response to a comment) was that iPhone sales are suffering because of T, can you imagine the demand and sales if sprint and VZ users could get them? all the changes you are talking about would be put into hyperdrive then
      View article »
    • Thu Oct 25th 14:06 PM | Rating: 0 0
      Commented on:
      Is AT&T An iPhone Sales Anchor?
      i doubt price drop was pre-planned. apple in the past has not dropped prices on item, they have made smaller one for less. now, if you look at sales (1.3m), 1/2 of them have come after the drop, about 300k (depending on who you believe) were sold the first weekend to folks who would have paid $1,000 for it. that means only about 400K we sold in the first 2 months at the earlier price. Not good..

      sluggish sales were the reason for the drop. it was a PR fiasco and Jobs is too good at PR to have walked knowingly into that... you are also assuming the "touch" was destined to be sold at $299 and apple did not want to sell it higher and only lowered it after the iPhone pricing debacle..

      the whole price drop is very "un-jobsian" of apple and for that i cannot believe it was pre-planned
      View article »
    • Thu Oct 25th 13:52 PM | Rating: 0 0
      Commented on:
      YUM Should Profit from World Series Promo
      THANK YOU!!!
      View article »
    • Thu Oct 25th 11:28 AM | Rating: 0 0
      Commented on:
      Is AT&T An iPhone Sales Anchor?
      LOL

      i love people who insult under "anonymous".... hysterical!!
      View article »
    • Thu Oct 25th 11:19 AM | Rating: 0 0
      Commented on:
      Is AT&T An iPhone Sales Anchor?
      Mark,

      i do agree on the carriers comment you made. did you see the piece in the journal about it? the phone should not be tied to the carriers like pc's are not to your ISP. hopefully someday that might happen. apple could have expedited this but i actually think they prolonged it with the AT&T agreement..

      Much as i have no stake in apple, i would not be a person who bets against RIMM. they invented the arena and there is no reason to think they will not adapt... you can't say apple will do "x" in the future and then presume RIMM will sit still.

      we all win in the end in this one
      View article »
    • Wed Oct 24th 13:28 PM | Rating: 0 0
      Commented on:
      Is AT&T An iPhone Sales Anchor?
      tom,

      the gphone, based on google model would real tough to resist..

      i keep hearing about t losing exclusivity but to date i have not seen how this could happen, ideas?

      competitors... the gphone would be just that. google fans are just as fanatical as apples..
      View article »
    • Wed Oct 24th 13:19 PM | Rating: 0 0
      Commented on:
      Countrywide: The Lender Who Helped People Save Their Homes
      i think they probably are. that being said, being the first to do so will make them the guys who were first to help so to speak..
      View article »
    • Tue Oct 23rd 23:11 PM | Rating: 0 0
      Commented on:
      Is AT&T An iPhone Sales Anchor?
      tom,

      i am sure they got the best deal, or at least thought they did at the time. I do not think they anticipated having to cut the price so much so soon and that takes a huge chunk out of the anticipated results. I think a year from now, the singular carrier choice will be a regrettable one.. we'll see
      View article »
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