JEFF G's Comments JEFF G's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/169765/comments Restarting My Position in Skyworks Solutions http://seekingalpha.com/article/179267-restarting-my-position-in-skyworks-solutions?source=feed#comment-816500 816500
As for me, I got long after the blowout earnings last quarter. The ceo on the CC last quarter said their guidance is "fully booked". Upside is not a possibility but a guarantee this q.]]>
Mon, 21 Dec 2009 21:22:34 -0500
As for me, I got long after the blowout earnings last quarter. The ceo on the CC last quarter said their guidance is "fully booked". Upside is not a possibility but a guarantee this q.]]>
Palm Pre Sales Appear to Stabilize at Ho Hum Levels http://seekingalpha.com/article/148759-palm-pre-sales-appear-to-stabilize-at-ho-hum-levels?source=feed#comment-588243 588243 Tue, 14 Jul 2009 17:59:06 -0400 How Was March a Bad Month? http://seekingalpha.com/article/128364-how-was-march-a-bad-month?source=feed#comment-443987 443987 Sun, 29 Mar 2009 10:59:00 -0400 How Was March a Bad Month? http://seekingalpha.com/article/128364-how-was-march-a-bad-month?source=feed#comment-443985 443985 Sun, 29 Mar 2009 10:57:44 -0400 Best Buy: Time to Take Profits http://seekingalpha.com/article/128016-best-buy-time-to-take-profits?source=feed#comment-441000 441000 Thu, 26 Mar 2009 11:04:28 -0400 Jerry Yang's Blunder - Worst Business Decision Ever? http://seekingalpha.com/article/108438-jerry-yang-s-blunder-worst-business-decision-ever?source=feed#comment-317414 317414 Sun, 30 Nov 2008 08:57:50 -0500 Microsoft / Yahoo: Round Two http://seekingalpha.com/article/108442-microsoft-yahoo-round-two?source=feed#comment-317408 317408 Now I see why MSFT last week said they go out raise debt via shelf registration. They were planning to buy yahoo search biz right away. It should have been more obvious to us. I saw the story and knew that MSFT would eventually do a yahoo deal but never put the 2 together...]]> Sun, 30 Nov 2008 08:45:29 -0500 Now I see why MSFT last week said they go out raise debt via shelf registration. They were planning to buy yahoo search biz right away. It should have been more obvious to us. I saw the story and knew that MSFT would eventually do a yahoo deal but never put the 2 together...]]> Reports of New Microsoft/Yahoo Deal Are Hard to Believe http://seekingalpha.com/article/108388-reports-of-new-microsoft-yahoo-deal-are-hard-to-believe?source=feed#comment-317397 317397
The $5b preferred shares issued to msft should be given back to the shareholders as a one time cash dividend of $5 per share to prevent any dilution effects.

This deal will be leaked to the press late tonight or early tommorow. This times reporter some how got the news early before the ink was dry on the deal is my guess…

The stock should MUCH higher on Monday regardless of any details...]]>
Sun, 30 Nov 2008 08:36:05 -0500
The $5b preferred shares issued to msft should be given back to the shareholders as a one time cash dividend of $5 per share to prevent any dilution effects.

This deal will be leaked to the press late tonight or early tommorow. This times reporter some how got the news early before the ink was dry on the deal is my guess…

The stock should MUCH higher on Monday regardless of any details...]]>
Reports of New Microsoft/Yahoo Deal Are Hard to Believe http://seekingalpha.com/article/108388-reports-of-new-microsoft-yahoo-deal-are-hard-to-believe?source=feed#comment-317390 317390 Sun, 30 Nov 2008 08:27:22 -0500 What's Yahoo Worth to Microsoft Without Alibaba? http://seekingalpha.com/article/70372-what-s-yahoo-worth-to-microsoft-without-alibaba?source=feed#comment-133231 133231 Fri, 28 Mar 2008 18:20:48 -0400