RK's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/160495/comments http://seekingalpha.com/article/178294-separating-apple-fact-from-fiction?source=feed#comment-807447 807447 Tue, 15 Dec 2009 19:42:20 -0500 http://seekingalpha.com/article/177841-apple-vs-nokia-did-nokia-miss-the-boat?source=feed#comment-802386 802386

On Dec 11 04:12 PM Stockpikr wrote:

> Everyone is always assessing Nokia in context of the American market.
> Nokia purposely pulled out of U.S.A. market awhile back to concentrate
> on world markets. So far, it has not hurt them there, only here in
> U.S.A. Give me a world assessment for a global company like Nokia!]]> Fri, 11 Dec 2009 18:31:34 -0500

On Dec 11 04:12 PM Stockpikr wrote:

> Everyone is always assessing Nokia in context of the American market.
> Nokia purposely pulled out of U.S.A. market awhile back to concentrate
> on world markets. So far, it has not hurt them there, only here in
> U.S.A. Give me a world assessment for a global company like Nokia!]]> http://seekingalpha.com/article/177631-verizon-at-t-wireless-dominance-doesn-t-mean-sprint-t-mobile-merger-any-more-realistic?source=feed#comment-800871 800871
Most likely scenarios are for these companies to be bought by or merged with foreign companies as the justice department will for sure not let Verizon or ATT buy either one. ]]> Thu, 10 Dec 2009 22:40:32 -0500
Most likely scenarios are for these companies to be bought by or merged with foreign companies as the justice department will for sure not let Verizon or ATT buy either one. ]]> http://seekingalpha.com/article/176837-why-private-equity-returns-are-misleading?source=feed#comment-794692 794692 Mon, 07 Dec 2009 14:50:09 -0500 http://seekingalpha.com/article/176198-yahoo-s-partnership-with-facebook-strength-or-weakness?source=feed#comment-787427 787427 Wed, 02 Dec 2009 20:03:03 -0500 http://seekingalpha.com/article/175000-questions-remain-on-goldman-sachs-aig-bailout?source=feed#comment-775979 775979 Tue, 24 Nov 2009 18:11:17 -0500 http://seekingalpha.com/article/174061-cramer-flat-wrong-on-gamestop?source=feed#comment-765771 765771 Wed, 18 Nov 2009 14:08:46 -0500 http://seekingalpha.com/article/174078-mobile-neutrality-and-the-google-phone?source=feed#comment-765758 765758
You can't launch a phone in much of the world without carrier cooperations. Is Google handling this or the ODM doing this?

How does Motorola or any other phone maker feel about Android if Google becomes a competitor? Microsoft would be pleased.

Is Google going to handle the customer relationship regarding the phone? What is the distribution strategy? Google has never done retail before. Think customers who spend $600 on a device would be satisfied with low overhead web based (no call center) customer support? I think not. ]]> Wed, 18 Nov 2009 14:01:51 -0500
You can't launch a phone in much of the world without carrier cooperations. Is Google handling this or the ODM doing this?

How does Motorola or any other phone maker feel about Android if Google becomes a competitor? Microsoft would be pleased.

Is Google going to handle the customer relationship regarding the phone? What is the distribution strategy? Google has never done retail before. Think customers who spend $600 on a device would be satisfied with low overhead web based (no call center) customer support? I think not. ]]> http://seekingalpha.com/article/173180-novatel-comparing-sell-through-vs-sell-in-numbers?source=feed#comment-759486 759486 Sell-through refers to shipment to end customers.
Sell-through is a more accurate depiction of real demand.

On Nov 13 08:52 AM Solow46 wrote:

> You still did not clearly defined in both examples the sell through
> and the sell in concepts....]]> Fri, 13 Nov 2009 19:00:46 -0500 Sell-through refers to shipment to end customers.
Sell-through is a more accurate depiction of real demand.

On Nov 13 08:52 AM Solow46 wrote:

> You still did not clearly defined in both examples the sell through
> and the sell in concepts....]]> http://seekingalpha.com/article/173099-is-nintendo-the-apple-of-steve-jobs-eye?source=feed#comment-757978 757978 Thu, 12 Nov 2009 20:19:17 -0500 http://seekingalpha.com/article/172441-buffett-s-aversion-to-gold-could-cost-him?source=feed#comment-754673 754673
There is no way to replay history. If he had bought gold, then Berkshire would have gone in a completely different path and maybe gone bankrupt in a different arc of history. We would never know, would we? ]]> Tue, 10 Nov 2009 20:42:41 -0500
There is no way to replay history. If he had bought gold, then Berkshire would have gone in a completely different path and maybe gone bankrupt in a different arc of history. We would never know, would we? ]]> http://seekingalpha.com/article/172556-oracle-fights-back-as-eu-tries-to-tilt-database-market-playing-field?source=feed#comment-754660 754660

On Nov 10 04:00 PM dw57 wrote:

> The transaction does not threaten to reduce competition in the slightest,
> including in the database market.
>
> not really sure thats true. if Oracle were to drop MYSQL it would
> reduce competition. and they both run on the same platforms don't
> they? while bad produces reduce the amount of competition its not
> quite so drastic as a competitor dropping out all together
>
>
> "Approve this or Oracle is out of Europe. Who needs your dying statist
> economy anyways?"
>
> I suspect the last argument would only get them kicked out of Europe.
> one of the 7 largest economies on the planet.]]> Tue, 10 Nov 2009 20:16:35 -0500

On Nov 10 04:00 PM dw57 wrote:

> The transaction does not threaten to reduce competition in the slightest,
> including in the database market.
>
> not really sure thats true. if Oracle were to drop MYSQL it would
> reduce competition. and they both run on the same platforms don't
> they? while bad produces reduce the amount of competition its not
> quite so drastic as a competitor dropping out all together
>
>
> "Approve this or Oracle is out of Europe. Who needs your dying statist
> economy anyways?"
>
> I suspect the last argument would only get them kicked out of Europe.
> one of the 7 largest economies on the planet.]]> http://seekingalpha.com/article/170822-google-is-dead-serious-about-chrome?source=feed#comment-742354 742354
It is like we do not care who has the best TCP/IP implementation or WIFI implementation. They are all good enough. ]]> Tue, 03 Nov 2009 11:07:34 -0500
It is like we do not care who has the best TCP/IP implementation or WIFI implementation. They are all good enough. ]]> http://seekingalpha.com/article/170602-google-voice-search-goes-to-china?source=feed#comment-741675 741675 Tue, 03 Nov 2009 00:01:11 -0500 http://seekingalpha.com/article/170659-fannie-mae-plus-goldman-plus-tax-credits-plus-u-s-treasury-add-up-to-big-mess?source=feed#comment-741672 741672
If I were an employee (especially a valuable employee) at these companies, I would bail. ]]> Mon, 02 Nov 2009 23:56:19 -0500
If I were an employee (especially a valuable employee) at these companies, I would bail. ]]> http://seekingalpha.com/article/170170-money-multiplier-still-sending-deflation-signal?source=feed#comment-737627 737627 Fri, 30 Oct 2009 17:17:23 -0400 http://seekingalpha.com/article/169400-a-look-at-earnings-visa-interactive-mcgraw-hill?source=feed#comment-736576 736576
Really? I am surprised by the comment. Visa is a toll booth for credit and debit transactions; it does not lend money to consumers. Same with Mastercard. American Express is different.

As long as the volume of paperless transactions grow in the world, Visa and Mastercard will grow. Hope this helps.]]> Fri, 30 Oct 2009 00:40:19 -0400
Really? I am surprised by the comment. Visa is a toll booth for credit and debit transactions; it does not lend money to consumers. Same with Mastercard. American Express is different.

As long as the volume of paperless transactions grow in the world, Visa and Mastercard will grow. Hope this helps.]]> http://seekingalpha.com/article/169116-mlps-keep-roaring-ahead?source=feed#comment-733187 733187 Tue, 27 Oct 2009 20:24:36 -0400 http://seekingalpha.com/news/market_currents/post/34958?source=feed#comment-729775 729775
Note: I own Google and Yahoo. ]]> Sun, 25 Oct 2009 18:48:44 -0400
Note: I own Google and Yahoo. ]]> http://seekingalpha.com/article/168450-amazon-please-drop-to-85?source=feed#comment-729330 729330
As a side note, Mr. Buffet did buy BYD stock. Is that conforming to the FCF of 15 still? I am too lazy to find out the price that Mr. Buffet paid for BYD. ]]> Sun, 25 Oct 2009 12:15:35 -0400
As a side note, Mr. Buffet did buy BYD stock. Is that conforming to the FCF of 15 still? I am too lazy to find out the price that Mr. Buffet paid for BYD. ]]> http://seekingalpha.com/article/168433-sticking-with-at-t-after-solid-earnings-report?source=feed#comment-727867 727867

On Oct 23 04:33 PM jarco wrote:

> While the 6.4% dividend looks good here, a drop in stock price from
> 25 to 23.5 essentailly wipes that clean.]]> Fri, 23 Oct 2009 19:47:27 -0400

On Oct 23 04:33 PM jarco wrote:

> While the 6.4% dividend looks good here, a drop in stock price from
> 25 to 23.5 essentailly wipes that clean.]]> http://seekingalpha.com/article/168433-sticking-with-at-t-after-solid-earnings-report?source=feed#comment-727865 727865 Fri, 23 Oct 2009 19:45:29 -0400 http://seekingalpha.com/article/168450-amazon-please-drop-to-85?source=feed#comment-727851 727851 Fri, 23 Oct 2009 19:33:58 -0400 http://seekingalpha.com/news/market_currents/post/34939?source=feed#comment-727756 727756 Fri, 23 Oct 2009 18:04:37 -0400 http://seekingalpha.com/article/167588-apple-results-bode-well-for-lithium-ion-battery-makers?source=feed#comment-722865 722865 Tue, 20 Oct 2009 22:02:58 -0400 http://seekingalpha.com/article/167673-with-apple-there-s-a-fine-line-between-paying-a-premium-and-being-a-sucker?source=feed#comment-722616 722616 Tue, 20 Oct 2009 17:22:58 -0400 http://seekingalpha.com/news/market_currents/post/34473?source=feed#comment-721323 721323
The iphone is quite sticky once users begin to buy apps. The app switching cost will increase the cost of switching to a different platform. ]]> Mon, 19 Oct 2009 20:20:56 -0400
The iphone is quite sticky once users begin to buy apps. The app switching cost will increase the cost of switching to a different platform. ]]> http://seekingalpha.com/news/market_currents/post/33942?source=feed#comment-710562 710562

On Oct 09 12:14 PM Ove Sentlig wrote:

> at a precipice? either way? I thought there was only one way in a
> place like that: down.]]> Fri, 09 Oct 2009 12:46:57 -0400

On Oct 09 12:14 PM Ove Sentlig wrote:

> at a precipice? either way? I thought there was only one way in a
> place like that: down.]]> http://seekingalpha.com/news/market_currents/post/33897?source=feed#comment-709307 709307 Thu, 08 Oct 2009 17:39:38 -0400 http://seekingalpha.com/news/market_currents/post/33544?source=feed#comment-700252 700252 Fri, 02 Oct 2009 12:26:01 -0400