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ejmcga

ejmcga
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  • Premarket Gainers / Losers [View news story]
    Gluu records a significant beat, but is target of short attack
    Jul 31 09:18 AM | Likes Like |Link to Comment
  • 3 Game Companies - Which Is Right For You? [View article]
    Using TTM (Trailing Twelve Month) figures obviously produces a backward looking projection. While King is obviously strong, and appears to have games with a low rate of decay, the TTM sales figures generated for GLU result from only one game (Deer Hunter) cracking the elite group of games for any length of time. Even that game, Deer Hunter, only contributes 10 months of sales while Dino and KKH are measured in days.

    Any conclusions drawn from this analysis are based on data sets that are not comparable. A totally different conclusion, albeit just as valid as the one the author offers, would be drawn if we were to do a comparison based on sales for the 10 days that Dino Hunter has been out.
    Jul 25 07:50 PM | 1 Like Like |Link to Comment
  • Is Yahoo's Turnaround Destined To Fail? [View article]
    "Clearly, Yahoo is making impressive investments in ad technology to drive growth. However, the company's market share in advertising is expected to decline this year, as the New York Times article shows us."

    Maybe the NYT article doesn't factor in the impact those impressive investments will have on market share.
    Jul 22 03:29 PM | 3 Likes Like |Link to Comment
  • Himax Raised Its Dividend 8%, But Is It Worth A Spot In Your Portfolio? [View article]
    You should really learn to differentiate between fact and speculation. Your article states that himx has been dropped by Google glass, but in your reply to criticism you go on to justify your statement based on sheer speculation. I enjoy reading articles that explore either bullish or bear sentiments on stocks that I own or am considering investing in. But to take the analysis seriously I weigh how diligent the author is in his research, and how intellectually honest he is in his thesis.
    Unfortunately, you have failed in both measures having presented a very sophomoric analysis with an obvious agenda.
    Jun 16 10:30 AM | 1 Like Like |Link to Comment
  • Pixelworks: Peeling Back The Apple Relationship And Assessing Largest Shareholder's Planned Stock Sale [View article]
    Deceptive article written by anonymous author with stated short position.

    How does one jump to the conclusion that a customer relationship is a one time event? How many customer relationships have you ever heard of that guarantee that the relationship will continue ad infinitum?

    I buy Apple products and have for many many years; but each transaction is a one time event, without guarantee of future purchases. I think most reasonable people would agree that is the way business is conducted.

    This anonymous author insinuates that there will be no continuing relationship with Apple, despite all the evidence to the contrary. Where is the Author's evidence to suggest that Apple will NOT continue this relationship.

    What has been established is that a relationship between AAPL and PXLW does exist. There is absolutely no evidence to suggest that the relationship is ended.
    Mar 7 02:02 PM | 2 Likes Like |Link to Comment
  • Pixelworks: Peeling Back The Apple Relationship And Assessing Largest Shareholder's Planned Stock Sale [View article]
    "Apple customer relationship is really just a one-time, non-exclusive licensing contract signed with Pixelworks, of which ~80% of its value has already been recognized as revenue in 2013."

    Just how does the author (who holds a short position) know that this is a one-time contract, and just how is that any different from any other deal by any other company? The fact of the matter is that PXLW and Apple are doing business together. Just like any other companies doing business, the continuation of that business is dependent on both parties wanting to continue the relationship. Nothing has been written, or even hinted, that Apple will not continue its relationship with PXLW.
    All of this speculation that there are no further revenues to be expected from AAPL is just Short speculators spinning a story that will increase fear and uncertainty in order to shake shares loose and temporarily lower the price.
    I say temporarily because as operations continue, and it becomes evident that Apple is a continuing customer, their ruse will be uncovered; but by then they will have accomplished their short term goal and move on to lying about other things.
    Mar 7 01:52 PM | 1 Like Like |Link to Comment
  • Yahoo In Trouble Thanks To The NSA [View article]
    I'm sure that Anthony Wiener will lose a lot of sleep over the possibility that the NSA May have pictures of him. Do you really believe that anywhere approaching 1% of users even know what the NSA is? And do you believe that the NSA is more invasive than China's, or any other country's, intelligence services?
    Feb 28 09:27 AM | 1 Like Like |Link to Comment
  • Apple's Inventory: The Sum Of All Fears [View article]
    According to a new study by Kantar:
    "For Apple, there are encouraging signs as sales of its 5C model start to take off," the report reads. "When Apple first launched its new iPhones in Britain the 5S outsold the 5C by 3:1. However, the iPhone 5C has gained momentum and was the third best-selling smartphone over the past three months, reducing the 5S/C ratio to 2:1.

    Given that production of the 5c was shifted to the 5s, and that demand for the 5s has picked up, it is doubtful there is any " obsolete inventory" to worry about.
    Feb 26 03:19 AM | 2 Likes Like |Link to Comment
  • Yahoo COO/sales chief De Castro leaving [View news story]
    Funny how many people are so concerned with whether people own Yahoo stock that they feel compelled to give unsolicited advice that they sell. Couldn't t possibly be a hidden agenda here. Stock manipulators should all rot in hell.
    Jan 17 01:38 AM | Likes Like |Link to Comment
  • Why Himax Technologies Is Still Not Worth Buying [View article]
    As I read it, the essence of this article is based on timing when HIMX will take off, not if. So your advice is to risk missing $$s of upside to save pennies on the purchase. Not very bright in my opinion.
    Dec 12 07:41 PM | 3 Likes Like |Link to Comment
  • OmniVision's guidance disappoints, shares -13.7% AH [View news story]
    HIMX will be getting more and more of that pie!
    Dec 3 09:00 PM | Likes Like |Link to Comment
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