<?xml version="1.0" encoding="UTF-8"?>
<rss version="2.0" xmlns:dc="http://purl.org/dc/elements/1.1/">
  <channel>
    <title>Marek Fuchs's Comments</title>
    <description>Marek Fuchs's Comments RSS Syndication from SeekingAlpha.com</description>
    <link>http://seekingalpha.com/user/1568431/comments</link>
    <item>
      <title>Citigroup: The King Is Dead; Long Live The Kingdom!</title>
      <link>http://seekingalpha.com/article/929561/comments?source=feed#comment-10669151</link>
      <guid isPermaLink="false">10669151</guid>
      <content>
        <![CDATA[I agree, to a point.  My larger point was that you can't say Pandit did a &quot;phenomenally good job&quot; with the stock down 90%...then go on to  say it's great news he's gone.  Best, Marek]]>
      </content>
      <pubDate>Thu, 18 Oct 2012 14:34:37 -0400</pubDate>
      <description>
        <![CDATA[I agree, to a point.  My larger point was that you can't say Pandit did a &quot;phenomenally good job&quot; with the stock down 90%...then go on to  say it's great news he's gone.  Best, Marek]]>
      </description>
    </item>
    <item>
      <title>Apple: Can You Give A Giant A Break?</title>
      <link>http://seekingalpha.com/article/915311/comments?source=feed#comment-10387501</link>
      <guid isPermaLink="false">10387501</guid>
      <content>
        <![CDATA[Well, I don't know if that portion of Apple's troubles was overblown.  Even Apple admitted that they blew it, big time.  Best, Marek]]>
      </content>
      <pubDate>Wed, 10 Oct 2012 14:41:33 -0400</pubDate>
      <description>
        <![CDATA[Well, I don't know if that portion of Apple's troubles was overblown.  Even Apple admitted that they blew it, big time.  Best, Marek]]>
      </description>
    </item>
    <item>
      <title>Apple: Can You Give A Giant A Break?</title>
      <link>http://seekingalpha.com/article/915311/comments?source=feed#comment-10376591</link>
      <guid isPermaLink="false">10376591</guid>
      <content>
        <![CDATA[Thanks for the kind words.  I'm not used to them.  Mom...is that you?  ]]>
      </content>
      <pubDate>Wed, 10 Oct 2012 11:46:21 -0400</pubDate>
      <description>
        <![CDATA[Thanks for the kind words.  I'm not used to them.  Mom...is that you?  ]]>
      </description>
    </item>
    <item>
      <title>Apple: Can You Give A Giant A Break?</title>
      <link>http://seekingalpha.com/article/915311/comments?source=feed#comment-10372451</link>
      <guid isPermaLink="false">10372451</guid>
      <content>
        <![CDATA[Uh, talking about the stock.  ]]>
      </content>
      <pubDate>Wed, 10 Oct 2012 10:37:24 -0400</pubDate>
      <description>
        <![CDATA[Uh, talking about the stock.  ]]>
      </description>
    </item>
    <item>
      <title>Apple: Can You Give A Giant A Break?</title>
      <link>http://seekingalpha.com/article/915311/comments?source=feed#comment-10370041</link>
      <guid isPermaLink="false">10370041</guid>
      <content>
        <![CDATA[God, I'm not used to people agreeing with me in this space.  Might make me reevaluate...LOL, as they say.  Best Wishes, Marek]]>
      </content>
      <pubDate>Wed, 10 Oct 2012 10:01:22 -0400</pubDate>
      <description>
        <![CDATA[God, I'm not used to people agreeing with me in this space.  Might make me reevaluate...LOL, as they say.  Best Wishes, Marek]]>
      </description>
    </item>
    <item>
      <title>Nuttiness About Netflix In 2022? Please Make It Stop</title>
      <link>http://seekingalpha.com/article/899551/comments?source=feed#comment-10076961</link>
      <guid isPermaLink="false">10076961</guid>
      <content>
        <![CDATA[Thanks.  Considering the fact that the industry is still in the larval stage, I actually can't see what's going to happen by 2014...which, to me, is the problem.  Best, Marek]]>
      </content>
      <pubDate>Tue, 02 Oct 2012 11:54:43 -0400</pubDate>
      <description>
        <![CDATA[Thanks.  Considering the fact that the industry is still in the larval stage, I actually can't see what's going to happen by 2014...which, to me, is the problem.  Best, Marek]]>
      </description>
    </item>
    <item>
      <title>Nuttiness About Netflix In 2022? Please Make It Stop</title>
      <link>http://seekingalpha.com/article/899551/comments?source=feed#comment-10076891</link>
      <guid isPermaLink="false">10076891</guid>
      <content>
        <![CDATA[Amen.  Turn that comment up to 11!  Best, Marek]]>
      </content>
      <pubDate>Tue, 02 Oct 2012 11:53:29 -0400</pubDate>
      <description>
        <![CDATA[Amen.  Turn that comment up to 11!  Best, Marek]]>
      </description>
    </item>
    <item>
      <title>Nuttiness About Netflix In 2022? Please Make It Stop</title>
      <link>http://seekingalpha.com/article/899551/comments?source=feed#comment-10075051</link>
      <guid isPermaLink="false">10075051</guid>
      <content>
        <![CDATA[Yes, he's been all over the map with Netfix.  Best, Marek]]>
      </content>
      <pubDate>Tue, 02 Oct 2012 11:19:38 -0400</pubDate>
      <description>
        <![CDATA[Yes, he's been all over the map with Netfix.  Best, Marek]]>
      </description>
    </item>
    <item>
      <title>Nuttiness About Netflix In 2022? Please Make It Stop</title>
      <link>http://seekingalpha.com/article/899551/comments?source=feed#comment-10074981</link>
      <guid isPermaLink="false">10074981</guid>
      <content>
        <![CDATA[Thanks for your comment, even if we might disagree.  First off, I only focused on his Netflix-Amazon parallel.  But now that you mentioned it, saying any stock (let alone a troubled one) has a 10% chance of being a 10 bagger is outrageously bullish.  Best, Marek]]>
      </content>
      <pubDate>Tue, 02 Oct 2012 11:18:32 -0400</pubDate>
      <description>
        <![CDATA[Thanks for your comment, even if we might disagree.  First off, I only focused on his Netflix-Amazon parallel.  But now that you mentioned it, saying any stock (let alone a troubled one) has a 10% chance of being a 10 bagger is outrageously bullish.  Best, Marek]]>
      </description>
    </item>
    <item>
      <title>Nuttiness About Netflix In 2022? Please Make It Stop</title>
      <link>http://seekingalpha.com/article/899551/comments?source=feed#comment-10072041</link>
      <guid isPermaLink="false">10072041</guid>
      <content>
        <![CDATA[Thanks, Slim Shady.  Big fan of your rap.  Best Wishes, Marek]]>
      </content>
      <pubDate>Tue, 02 Oct 2012 10:26:30 -0400</pubDate>
      <description>
        <![CDATA[Thanks, Slim Shady.  Big fan of your rap.  Best Wishes, Marek]]>
      </description>
    </item>
    <item>
      <title>Nike Is Running To Stay In Place</title>
      <link>http://seekingalpha.com/article/891801/comments?source=feed#comment-9932661</link>
      <guid isPermaLink="false">9932661</guid>
      <content>
        <![CDATA[Thanks for your kinds words and, yes, exciting indeed.  At the very least, Nike's troubles make them interesting.  They were so consistently on the mark, it was getting boring.  Best, Marek]]>
      </content>
      <pubDate>Thu, 27 Sep 2012 14:15:17 -0400</pubDate>
      <description>
        <![CDATA[Thanks for your kinds words and, yes, exciting indeed.  At the very least, Nike's troubles make them interesting.  They were so consistently on the mark, it was getting boring.  Best, Marek]]>
      </description>
    </item>
    <item>
      <title>Paris Auto Show: Revved Engines Over Reason</title>
      <link>http://seekingalpha.com/article/887721/comments?source=feed#comment-9855381</link>
      <guid isPermaLink="false">9855381</guid>
      <content>
        <![CDATA[Thanks for your thoughts, but --well, I hardly thinking it's bashing Ford and GM to advise caution when CNBC is saying to look for a post-auto show boost.  A post-auto show boost is fool's gold on wheels.  Best, Marek]]>
      </content>
      <pubDate>Tue, 25 Sep 2012 16:42:53 -0400</pubDate>
      <description>
        <![CDATA[Thanks for your thoughts, but --well, I hardly thinking it's bashing Ford and GM to advise caution when CNBC is saying to look for a post-auto show boost.  A post-auto show boost is fool's gold on wheels.  Best, Marek]]>
      </description>
    </item>
    <item>
      <title>Paris Auto Show: Revved Engines Over Reason</title>
      <link>http://seekingalpha.com/article/887721/comments?source=feed#comment-9848951</link>
      <guid isPermaLink="false">9848951</guid>
      <content>
        <![CDATA[&quot;Official Wall Street&quot; has literally wallowed in a cynical and very smarmy worldview?  Well, we might have to agree to disagree on that one--especially on Ford.  Out of a dozen analysts, not a single one rates it a sell.  That should be metaphysically impossible.  But on Wall Street, where pie-in-the-sky sunniness rules the day, it's standard operating procedure.  Best, Marek  ]]>
      </content>
      <pubDate>Tue, 25 Sep 2012 14:31:31 -0400</pubDate>
      <description>
        <![CDATA[&quot;Official Wall Street&quot; has literally wallowed in a cynical and very smarmy worldview?  Well, we might have to agree to disagree on that one--especially on Ford.  Out of a dozen analysts, not a single one rates it a sell.  That should be metaphysically impossible.  But on Wall Street, where pie-in-the-sky sunniness rules the day, it's standard operating procedure.  Best, Marek  ]]>
      </description>
    </item>
    <item>
      <title>Paris Auto Show: Revved Engines Over Reason</title>
      <link>http://seekingalpha.com/article/887721/comments?source=feed#comment-9847091</link>
      <guid isPermaLink="false">9847091</guid>
      <content>
        <![CDATA[Uh, no.  After liking Ford for a long time, I turned negative on the auto sector.  The global economy is simply in a shambles.  You see those European numbers?  Chinese business, once a great hope, is not declining.  When America, with its anemic GDP, is your showcase region--well, I don't have a favorite player in the sector.  I'd simply avoid it.  I understand your RIMM argument, but GM is no Apple. Moreover, GM's recovery story was nearly all fiction, the product of the near disappearance of Toyota and Honda for a year.  That's changed.  I'd avoid this sector, especially on the auto show &quot;boost,&quot; CNBC is talking about.  Best, Marek]]>
      </content>
      <pubDate>Tue, 25 Sep 2012 13:53:43 -0400</pubDate>
      <description>
        <![CDATA[Uh, no.  After liking Ford for a long time, I turned negative on the auto sector.  The global economy is simply in a shambles.  You see those European numbers?  Chinese business, once a great hope, is not declining.  When America, with its anemic GDP, is your showcase region--well, I don't have a favorite player in the sector.  I'd simply avoid it.  I understand your RIMM argument, but GM is no Apple. Moreover, GM's recovery story was nearly all fiction, the product of the near disappearance of Toyota and Honda for a year.  That's changed.  I'd avoid this sector, especially on the auto show &quot;boost,&quot; CNBC is talking about.  Best, Marek]]>
      </description>
    </item>
    <item>
      <title>The New York Times' Wrongful Apple Takedown</title>
      <link>http://seekingalpha.com/article/884631/comments?source=feed#comment-9804411</link>
      <guid isPermaLink="false">9804411</guid>
      <content>
        <![CDATA[Hey All: This article by The Times got it wrong.  It was too quick to judge, even condemn.  But I'd avoid being too condemning of The Times on Apple.  They've run more than their fair share of fawning pieces on Apple products and puff-files of Steve Jobs.  It's rare that any publication would be out to get any single organization.  You are probably best served by judging articles on a case-by-case basis.  This one is not good, but if you are bullish--well, they ran this story yesterday on the prospect of Apple hitting a trillion buck market cap: <a rel='nofollow' target='_blank' href='http://nyti.ms/QQa3l9'>http://nyti.ms/QQa3l9</a>  Best, Marek]]>
      </content>
      <pubDate>Mon, 24 Sep 2012 14:32:32 -0400</pubDate>
      <description>
        <![CDATA[Hey All: This article by The Times got it wrong.  It was too quick to judge, even condemn.  But I'd avoid being too condemning of The Times on Apple.  They've run more than their fair share of fawning pieces on Apple products and puff-files of Steve Jobs.  It's rare that any publication would be out to get any single organization.  You are probably best served by judging articles on a case-by-case basis.  This one is not good, but if you are bullish--well, they ran this story yesterday on the prospect of Apple hitting a trillion buck market cap: <a rel='nofollow' target='_blank' href='http://nyti.ms/QQa3l9'>http://nyti.ms/QQa3l9</a>  Best, Marek]]>
      </description>
    </item>
    <item>
      <title>How Starbucks' European Pronouncements Gave Me Whiplash</title>
      <link>http://seekingalpha.com/article/880831/comments?source=feed#comment-9718221</link>
      <guid isPermaLink="false">9718221</guid>
      <content>
        <![CDATA[Well, he said both: that he was &quot;glimpses of optimism&quot; and &quot;the worst was over.&quot;  First, his track records hasn't been so good.  But also: even if it has turned in the couple of months since he said it was dire, wouldn't you want to wait?  If we've learned anything from the long economic nightmare both here and abroad, it's that things look up for about long enough to have a cup of coffee, then decline again...Best, Marek]]>
      </content>
      <pubDate>Fri, 21 Sep 2012 15:00:56 -0400</pubDate>
      <description>
        <![CDATA[Well, he said both: that he was &quot;glimpses of optimism&quot; and &quot;the worst was over.&quot;  First, his track records hasn't been so good.  But also: even if it has turned in the couple of months since he said it was dire, wouldn't you want to wait?  If we've learned anything from the long economic nightmare both here and abroad, it's that things look up for about long enough to have a cup of coffee, then decline again...Best, Marek]]>
      </description>
    </item>
    <item>
      <title>RIM: A Sob Sister Dances For A Day</title>
      <link>http://seekingalpha.com/article/875431/comments?source=feed#comment-9610781</link>
      <guid isPermaLink="false">9610781</guid>
      <content>
        <![CDATA[Thanks for your note, even if we might disagree.  I am usually quite good at weighing positives and negatives, but when it comes to RIM--well, if there is a positive I'm missing, please do tell.  Moreover, yesterday's move in particular was delusional.  This was a minor deal that the market took as the signal of a big one to come.  Best, Marek]]>
      </content>
      <pubDate>Wed, 19 Sep 2012 07:58:21 -0400</pubDate>
      <description>
        <![CDATA[Thanks for your note, even if we might disagree.  I am usually quite good at weighing positives and negatives, but when it comes to RIM--well, if there is a positive I'm missing, please do tell.  Moreover, yesterday's move in particular was delusional.  This was a minor deal that the market took as the signal of a big one to come.  Best, Marek]]>
      </description>
    </item>
    <item>
      <title>Don't Suffer Premature Prognostication On Oracle's Earnings</title>
      <link>http://seekingalpha.com/article/873361/comments?source=feed#comment-9584721</link>
      <guid isPermaLink="false">9584721</guid>
      <content>
        <![CDATA[Ha!  You are like the scarecrow pointing both ways!  Best, Marek]]>
      </content>
      <pubDate>Tue, 18 Sep 2012 13:15:10 -0400</pubDate>
      <description>
        <![CDATA[Ha!  You are like the scarecrow pointing both ways!  Best, Marek]]>
      </description>
    </item>
    <item>
      <title>Exit Mulally Sometime Soon? Say It Ain't So</title>
      <link>http://seekingalpha.com/article/867891/comments?source=feed#comment-9479461</link>
      <guid isPermaLink="false">9479461</guid>
      <content>
        <![CDATA[So, um, unless it's Warren Buffet writing, we shouldn't give it an ear?  Any lesser mortal gets the back-of-the-hand?  Well, those are pretty high standards, but give it a whirl.  Best, Marek]]>
      </content>
      <pubDate>Fri, 14 Sep 2012 23:02:06 -0400</pubDate>
      <description>
        <![CDATA[So, um, unless it's Warren Buffet writing, we shouldn't give it an ear?  Any lesser mortal gets the back-of-the-hand?  Well, those are pretty high standards, but give it a whirl.  Best, Marek]]>
      </description>
    </item>
    <item>
      <title>Exit Mulally Sometime Soon? Say It Ain't So</title>
      <link>http://seekingalpha.com/article/867891/comments?source=feed#comment-9479431</link>
      <guid isPermaLink="false">9479431</guid>
      <content>
        <![CDATA[You mean a best-of-the-rest type deal?  Not a bad idea.  I'll give it a think, but it'll be hard.  Not a lot of true talent out there.  Best, Marek]]>
      </content>
      <pubDate>Fri, 14 Sep 2012 23:01:03 -0400</pubDate>
      <description>
        <![CDATA[You mean a best-of-the-rest type deal?  Not a bad idea.  I'll give it a think, but it'll be hard.  Not a lot of true talent out there.  Best, Marek]]>
      </description>
    </item>
    <item>
      <title>Exit Mulally Sometime Soon? Say It Ain't So</title>
      <link>http://seekingalpha.com/article/867891/comments?source=feed#comment-9465151</link>
      <guid isPermaLink="false">9465151</guid>
      <content>
        <![CDATA[I'd tell you, but I already have chickens.  The wife would be pissed at a goat delivery.  Best, Marek]]>
      </content>
      <pubDate>Fri, 14 Sep 2012 15:16:43 -0400</pubDate>
      <description>
        <![CDATA[I'd tell you, but I already have chickens.  The wife would be pissed at a goat delivery.  Best, Marek]]>
      </description>
    </item>
    <item>
      <title>Come Off The Sugar High: Go Against The Grain On Facebook</title>
      <link>http://seekingalpha.com/article/862771/comments?source=feed#comment-9369231</link>
      <guid isPermaLink="false">9369231</guid>
      <content>
        <![CDATA[I agree--this had the feel of triage.  Z went out to soothe ruffled feathers, but offered no meaningful reasons to sustain such a stock jump.  The market is reacting in relief, but since it's not based on anything too tangible, it won't hold.  Best, Marek]]>
      </content>
      <pubDate>Wed, 12 Sep 2012 13:27:55 -0400</pubDate>
      <description>
        <![CDATA[I agree--this had the feel of triage.  Z went out to soothe ruffled feathers, but offered no meaningful reasons to sustain such a stock jump.  The market is reacting in relief, but since it's not based on anything too tangible, it won't hold.  Best, Marek]]>
      </description>
    </item>
    <item>
      <title>Come Off The Sugar High: Go Against The Grain On Facebook</title>
      <link>http://seekingalpha.com/article/862771/comments?source=feed#comment-9368401</link>
      <guid isPermaLink="false">9368401</guid>
      <content>
        <![CDATA[If you want to play a game of &quot;let's-see,&quot; that's fine.  Wait and see.  But up this much that the guy deigned to talk and vague hope about the future?  How many times have we seen that kind of rally snap-off or fizzle?  Best Wishes, Marek]]>
      </content>
      <pubDate>Wed, 12 Sep 2012 13:04:00 -0400</pubDate>
      <description>
        <![CDATA[If you want to play a game of &quot;let's-see,&quot; that's fine.  Wait and see.  But up this much that the guy deigned to talk and vague hope about the future?  How many times have we seen that kind of rally snap-off or fizzle?  Best Wishes, Marek]]>
      </description>
    </item>
    <item>
      <title>Go Against The Grain On Hewlett-Packard</title>
      <link>http://seekingalpha.com/article/859441/comments?source=feed#comment-9317581</link>
      <guid isPermaLink="false">9317581</guid>
      <content>
        <![CDATA[Just a word of caution about reading press releases (a company's version of reality) versus numbers (reality.)  Best, Marek]]>
      </content>
      <pubDate>Tue, 11 Sep 2012 11:02:57 -0400</pubDate>
      <description>
        <![CDATA[Just a word of caution about reading press releases (a company's version of reality) versus numbers (reality.)  Best, Marek]]>
      </description>
    </item>
    <item>
      <title>Go Against The Grain On Hewlett-Packard</title>
      <link>http://seekingalpha.com/article/859441/comments?source=feed#comment-9315611</link>
      <guid isPermaLink="false">9315611</guid>
      <content>
        <![CDATA[Yes, it's a real mess.  Whether with Meg--or another--I'd wait to see actual tangible signs of turnaround traction.  The stock has been holding in their on hope and that's no good.  Best, Marek]]>
      </content>
      <pubDate>Tue, 11 Sep 2012 10:22:56 -0400</pubDate>
      <description>
        <![CDATA[Yes, it's a real mess.  Whether with Meg--or another--I'd wait to see actual tangible signs of turnaround traction.  The stock has been holding in their on hope and that's no good.  Best, Marek]]>
      </description>
    </item>
    <item>
      <title>Go Against The Grain On Hewlett-Packard</title>
      <link>http://seekingalpha.com/article/859441/comments?source=feed#comment-9312941</link>
      <guid isPermaLink="false">9312941</guid>
      <content>
        <![CDATA[Well, HP, by its own admission, is completely remaking itself.  So much so that it will--again, going on what they are saying--going to take 3-5 years.  There hasn't been any indication of traction, so the stock moving up on news of firings upon an already big pile of firings seems misguided.  Premature prognostication, at best.  Best, Marek]]>
      </content>
      <pubDate>Tue, 11 Sep 2012 09:31:49 -0400</pubDate>
      <description>
        <![CDATA[Well, HP, by its own admission, is completely remaking itself.  So much so that it will--again, going on what they are saying--going to take 3-5 years.  There hasn't been any indication of traction, so the stock moving up on news of firings upon an already big pile of firings seems misguided.  Premature prognostication, at best.  Best, Marek]]>
      </description>
    </item>
    <item>
      <title>Go Against The Grain On Hewlett-Packard</title>
      <link>http://seekingalpha.com/article/859441/comments?source=feed#comment-9312821</link>
      <guid isPermaLink="false">9312821</guid>
      <content>
        <![CDATA[That the stock was up on yesterday's (additional) job cut announcement was completely new--and wrongheaded, as I see it.  Best, Marek]]>
      </content>
      <pubDate>Tue, 11 Sep 2012 09:29:51 -0400</pubDate>
      <description>
        <![CDATA[That the stock was up on yesterday's (additional) job cut announcement was completely new--and wrongheaded, as I see it.  Best, Marek]]>
      </description>
    </item>
    <item>
      <title>Go Against The Grain On Ford</title>
      <link>http://seekingalpha.com/article/853241/comments?source=feed#comment-9211781</link>
      <guid isPermaLink="false">9211781</guid>
      <content>
        <![CDATA[Here's comes the recovery?  Were we looking at the same job numbers today?  Do we see the same Europe?  ]]>
      </content>
      <pubDate>Fri, 07 Sep 2012 21:12:14 -0400</pubDate>
      <description>
        <![CDATA[Here's comes the recovery?  Were we looking at the same job numbers today?  Do we see the same Europe?  ]]>
      </description>
    </item>
    <item>
      <title>Go Against The Grain On Ford</title>
      <link>http://seekingalpha.com/article/853241/comments?source=feed#comment-9194411</link>
      <guid isPermaLink="false">9194411</guid>
      <content>
        <![CDATA[Take a vacation?  That's what my wife always says.  Hey, wait a minute.  Honey, is that you?  ]]>
      </content>
      <pubDate>Fri, 07 Sep 2012 13:41:04 -0400</pubDate>
      <description>
        <![CDATA[Take a vacation?  That's what my wife always says.  Hey, wait a minute.  Honey, is that you?  ]]>
      </description>
    </item>
    <item>
      <title>Go Against The Grain On Ford</title>
      <link>http://seekingalpha.com/article/853241/comments?source=feed#comment-9194161</link>
      <guid isPermaLink="false">9194161</guid>
      <content>
        <![CDATA[Well, there's a lot of room between doubling down in Europe and hiding beneath a bed.  I'll take a middle ground, thank you.  Best Wishes, Marek]]>
      </content>
      <pubDate>Fri, 07 Sep 2012 13:34:57 -0400</pubDate>
      <description>
        <![CDATA[Well, there's a lot of room between doubling down in Europe and hiding beneath a bed.  I'll take a middle ground, thank you.  Best Wishes, Marek]]>
      </description>
    </item>
  </channel>
</rss>
