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  • Options Unlike Stocks Are All About Probabilities: IWM As A Case In Point [View article]
    Your strongest and most valuable statement is about the underlying stock. It still comes down to stock picking. You have done a very good job of pointing out why option trading is by itself not a good game. But using options as extra vehicles to manage a position around a well chosen stock is an effective strategy. "Likewise, if you have special knowledge about the probable move in the underlying security, you can turn the odds in your favor. For instance, if your research indicates that IWM is much more likely to go down then up, and your research is correct, the dynamics of the trade change."
    Jan 28, 2012. 01:40 PM | Likes Like |Link to Comment
  • Why Is HP Suing Hurd? [View article]
    Whether HP has the legal instruments in place to make this suite stick is one question. But I completely disagree with your (Rogers) suggestion that Hurd's joining a strong competitor of the company doesn't matter. Hurd could not even participate in one competitive bit with a customer against HP without considering his deep knowledge of HP's cost structures which are strictly company private and trade secrets. Part of Hurd's brilliance was his incredible hands on knowledge of costs. He could not deny that he has this knowledge. HP is very proper in defending its interests against his improper use of that information. To do less than that would be a failure of their responsibility irrespective of the nature of Hurd's departure or HP's desire to move on.
    Sep 8, 2010. 08:27 AM | 1 Like Like |Link to Comment
  • Reconsidering 'The New HP's' Carly: She Was Right, I Was Wrong [View article]
    For a different understanding of the every ongoing struggle by any company in the business work I suggest you read the House and Price book "The HP Phenomenon". They do a fantastic job of debunking the painting that has been put on the reality by going back through the HP archives and deeply researching the company. The erroneous understanding of the "HP Way", the "no lay policy", etc which are only fictions. Hewlett and Packard where fantastic leaders who struggled with the realities of a high tech business with dignity and integrity. But hindsight has done a disservice where their followers have made them into something they were not. They struggled with changing business environments as much as the current change that the company has struggled through. Read it for a different insider perspective that is documented and thoroughly researched.
    Feb 16, 2010. 12:30 PM | Likes Like |Link to Comment
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