I think the jury is still out on Cook and that is what is driving this down. Until he or his team come up with some spanky new technology, this market will remain depressed.
Things May Finally Be Falling In Place For Alcatel-Lucent [View article]
I believe ALU has bottomed at the $1.37 range. I also believe we will be into the $2.00 range within two months. I base this on the new CEO's experience and the announcement of many new contracts coming out of Africa and Europe in the next short while. Europe has been slow on communications infrastructure spending due to their monetary and political problems but I can see that finally changing this year. They have got to upgrade eventually and ALU will land a lot of those contracts. Enjoyed your article..
Titan International (TWI) CEO Maurice Taylor shows little patience for left-wing French politicians and labor officials stammering over the loss of jobs at tire plants in the nation. The exec says the French workforce only puts in a three-hour workday and he would be "stupid" to take over factories there. Taylor unplugged: "Titan is going to buy a Chinese tire company or an Indian one, pay less than one Euro per hour wage and ship all the tires France needs." [View news story]
Dead Company Walking 2: The Search For BlackBerry's Gold [View article]
Judging by the comments I can still see you are probably off a few peoples Christmas list. Oh well. I wonder if Balsillie sold when the stock was tanking. He's probably kicking himself now. Good luck.
For Sprint (S -0.4%) to acquire the 48% of Clearwire (CLWR +14.5%) it doesn't own, it needs the support of shareholders representing over half of non-Sprint-owned shares. That could be tough without a higher bid, given activist investors Mount Kellett and Crest Financial own 14% of Clearwire, and continue to argue Clearwire is worth more. But the fact Clearwire is saddled with over $4.2B in debt and has a major 4G LTE buildout ahead of it gives Sprint some leverage. Stifel: "It’s Sprint or nobody ... [Clearwire is] losing money hand over fist." (previous: I, II) [View news story]
What you wish for and what you get might be two different things. I think Hesse has Clearwire by the short and curly's. Should be interesting next couple days.
Weighing The Week Ahead: Premature Verdict On Q3 Earnings? [View article]
Friday was obviously a bad day for the markets but as far as I can tell the DJIA has not breached support yet, buts it's very close. Monday could tell the story. What does Buffet say, . . . "buy when others are fearful" . . .
The Last Thing Sprint Needed Was More Competition [View article]
I stand corrected. I'm still holding and I believe the CEO has been, and will continue to be proactive in maximizing shareholders returns both in the short and long term. Since I'm long, I'm in no hurry to sell. I'm not buying any more shares since I've reached my limit. However if S were to have a serious retraction-say 3.50 to 4.00 range I might have to scrap up some more cash and purchase more. ;]
Alcatel Lucent's CEO Discusses Q1 2013 Results - Earnings Call Transcript [View article]
A Clearwire Update: Bankruptcy And Default As Clearwire's Ace In The Hole [View article]
Intel: $48 Per Share In 4 Years [View article]
Apple Is Not Worth $460 [View article]
4 Major Signs: Dow Will Soar To 15,000 [View article]
Things May Finally Be Falling In Place For Alcatel-Lucent [View article]
Titan International (TWI) CEO Maurice Taylor shows little patience for left-wing French politicians and labor officials stammering over the loss of jobs at tire plants in the nation. The exec says the French workforce only puts in a three-hour workday and he would be "stupid" to take over factories there. Taylor unplugged: "Titan is going to buy a Chinese tire company or an Indian one, pay less than one Euro per hour wage and ship all the tires France needs." [View news story]
Dead Company Walking 2: The Search For BlackBerry's Gold [View article]
Dead Company Walking: 5 Reasons BlackBerry 10 Marks The End [View article]
For Sprint (S -0.4%) to acquire the 48% of Clearwire (CLWR +14.5%) it doesn't own, it needs the support of shareholders representing over half of non-Sprint-owned shares. That could be tough without a higher bid, given activist investors Mount Kellett and Crest Financial own 14% of Clearwire, and continue to argue Clearwire is worth more. But the fact Clearwire is saddled with over $4.2B in debt and has a major 4G LTE buildout ahead of it gives Sprint some leverage. Stifel: "It’s Sprint or nobody ... [Clearwire is] losing money hand over fist." (previous: I, II) [View news story]
Weighing The Week Ahead: Premature Verdict On Q3 Earnings? [View article]
As Sprint And SoftBank Talks Continue, Where Does Clearwire Stand? [View article]
Sprint's Pullback Is A Buying Opportunity [View article]
The Last Thing Sprint Needed Was More Competition [View article]
The Last Thing Sprint Needed Was More Competition [View article]