Takayama's Comments Takayama's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/182643/comments Nokia Enters the Already Crowded Netbook Market: Pros and Cons http://seekingalpha.com/article/166784-nokia-enters-the-already-crowded-netbook-market-pros-and-cons?source=feed#comment-717372 717372 Fri, 16 Oct 2009 08:37:02 -0400 Bank Asset Values a Lingering Problem http://seekingalpha.com/article/157481-bank-asset-values-a-lingering-problem?source=feed#comment-639337 639337 Bonuses are paid out because of this accounting magic. ]]> Fri, 21 Aug 2009 06:57:06 -0400 Bonuses are paid out because of this accounting magic. ]]> Bank Asset Values a Lingering Problem http://seekingalpha.com/article/157481-bank-asset-values-a-lingering-problem?source=feed#comment-639336 639336 Bonuses are paid out because of this accounting magic. ]]> Fri, 21 Aug 2009 06:56:10 -0400 Bonuses are paid out because of this accounting magic. ]]> A Bull Market That Few Are Buying http://seekingalpha.com/article/136716-a-bull-market-that-few-are-buying?source=feed#comment-498513 498513 The present bull rally is therefore NOT sustainable. We see this behavior before in the Japan market crash. History repeats itself.
This rally is supported by the big stimulus package and the printing of more US dollars.
]]>
Mon, 11 May 2009 02:55:54 -0400 The present bull rally is therefore NOT sustainable. We see this behavior before in the Japan market crash. History repeats itself.
This rally is supported by the big stimulus package and the printing of more US dollars.
]]>
Market Action: Drearily Predictable http://seekingalpha.com/article/134222-market-action-drearily-predictable?source=feed#comment-485026 485026 ]]> Fri, 01 May 2009 02:16:13 -0400 ]]> Market Action: Drearily Predictable http://seekingalpha.com/article/134222-market-action-drearily-predictable?source=feed#comment-485025 485025 ]]> Fri, 01 May 2009 02:16:04 -0400 ]]> Sucker's Rally Approaching an End http://seekingalpha.com/article/130639-sucker-s-rally-approaching-an-end?source=feed#comment-466046 466046

On Apr 15 05:00 AM TheFounder wrote:

> The market dropped fast and steep. It is only obvious that the counter
> action will follow the same behavior pattern. That is why we saw
> the best 5 weeks since 1930. That and some government back wind.
> But fundementals are horrible and we should re test the lows at least
> once more. If you follow the bear markets since 1930 you will clearly
> see that no recovery ever took place until the 200 MA got really
> close to the index itself. We are not there yet. Maybe in August
> or early 2010. I sold all my longs recently and am in cash and shorts.]]>
Thu, 16 Apr 2009 23:07:44 -0400

On Apr 15 05:00 AM TheFounder wrote:

> The market dropped fast and steep. It is only obvious that the counter
> action will follow the same behavior pattern. That is why we saw
> the best 5 weeks since 1930. That and some government back wind.
> But fundementals are horrible and we should re test the lows at least
> once more. If you follow the bear markets since 1930 you will clearly
> see that no recovery ever took place until the 200 MA got really
> close to the index itself. We are not there yet. Maybe in August
> or early 2010. I sold all my longs recently and am in cash and shorts.]]>
Apple's Real Growth Rate in 2008: 49%! http://seekingalpha.com/article/116173-apple-s-real-growth-rate-in-2008-49?source=feed#comment-365310 365310 Jason is trying to justify his AAPL purchases and prevent the stock price from collapse when Jobs finally quits the company. I have heard this talk before, while the price crashed from $180 to $105.
]]>
Sun, 25 Jan 2009 01:06:08 -0500 Jason is trying to justify his AAPL purchases and prevent the stock price from collapse when Jobs finally quits the company. I have heard this talk before, while the price crashed from $180 to $105.
]]>
Apple and Google: Changing My Mind http://seekingalpha.com/article/116209-apple-and-google-changing-my-mind?source=feed#comment-365272 365272 I believe Apple will fall below $40 as the recession deepens and consumers take cover from the storm. Compare with Sony, Hitachi, Toyota and Honda.

Google may be another Satyam or Enron, I fear.
My expectation is its stock price will fall below $180.
]]>
Sat, 24 Jan 2009 22:15:15 -0500 I believe Apple will fall below $40 as the recession deepens and consumers take cover from the storm. Compare with Sony, Hitachi, Toyota and Honda.

Google may be another Satyam or Enron, I fear.
My expectation is its stock price will fall below $180.
]]>
Apple and Google: Changing My Mind http://seekingalpha.com/article/116209-apple-and-google-changing-my-mind?source=feed#comment-365271 365271 I believe Apple will fall below $40 as the recession deepens and consumers take cover from the storm. Compare with Sony, Hitachi, Toyota and Honda.

Google may be another Satyam or Enron, I fear.
My expectation is its stock price will fall below $180.
]]>
Sat, 24 Jan 2009 22:14:51 -0500 I believe Apple will fall below $40 as the recession deepens and consumers take cover from the storm. Compare with Sony, Hitachi, Toyota and Honda.

Google may be another Satyam or Enron, I fear.
My expectation is its stock price will fall below $180.
]]>
Three Ideas for the Year's End http://seekingalpha.com/article/111987-three-ideas-for-the-year-s-end?source=feed#comment-337953 337953 ]]> Thu, 25 Dec 2008 02:29:48 -0500 ]]> Three Ideas for the Year's End http://seekingalpha.com/article/111987-three-ideas-for-the-year-s-end?source=feed#comment-337952 337952 ]]> Thu, 25 Dec 2008 02:29:27 -0500 ]]> Apple's Walmart Deal Will Effectively Kill Google's Android http://seekingalpha.com/article/110067-apple-s-walmart-deal-will-effectively-kill-google-s-android?source=feed#comment-328090 328090 My choice is the Palm Vodafone version with Windows Mobile 6 Standard Edition, with 3G capability but with no WiFi.
It is highly cost effective compared with the pricey i.Phone, and I have spare cash to buy another standby phone including 2 spare new batteries for the Palm and standby phone.
I am happy with my choice, and believe my next purchase is going to be another Palm with Windows Mobile or Google Android or Linux or Palm OS (with at least 3.5G and WiFi).

A lot have to do with personal preference and usage patterns. There is no point in having several hundreds of applications when the ordinary man in the street just require a suite of frequently ran applications. More programs for me assure more problems and data corruption including viruses, malware, system hang, trojan horses, compatibility issues etc. My philosophy is :: Simplify your life, smell the roses.

]]>
Sat, 13 Dec 2008 02:16:36 -0500 My choice is the Palm Vodafone version with Windows Mobile 6 Standard Edition, with 3G capability but with no WiFi.
It is highly cost effective compared with the pricey i.Phone, and I have spare cash to buy another standby phone including 2 spare new batteries for the Palm and standby phone.
I am happy with my choice, and believe my next purchase is going to be another Palm with Windows Mobile or Google Android or Linux or Palm OS (with at least 3.5G and WiFi).

A lot have to do with personal preference and usage patterns. There is no point in having several hundreds of applications when the ordinary man in the street just require a suite of frequently ran applications. More programs for me assure more problems and data corruption including viruses, malware, system hang, trojan horses, compatibility issues etc. My philosophy is :: Simplify your life, smell the roses.

]]>
Apple's Walmart Deal Will Effectively Kill Google's Android http://seekingalpha.com/article/110067-apple-s-walmart-deal-will-effectively-kill-google-s-android?source=feed#comment-328089 328089 My choice is the Palm Vodafone version with Windows Mobile 6 Standard Edition, with 3G capability but with no WiFi.
It is highly cost effective compared with the pricey i.Phone, and I have spare cash to buy another standby phone including 2 spare new batteries for the Palm and standby phone.
I am happy with my choice, and believe my next purchase is going to be another Palm with Windows Mobile or Google Android or Linux or Palm OS (with at least 3.5G and WiFi).

A lot have to do with personal preference and usage patterns. There is no point in having several hundreds of applications when the ordinary man in the street just require a suite of frequently ran applications. More programs for me assure more problems and data corruption including viruses, malware, system hang, trojan horses, compatibility issues etc. My philosophy is :: Simplify your life, smell the roses.

]]>
Sat, 13 Dec 2008 02:15:22 -0500 My choice is the Palm Vodafone version with Windows Mobile 6 Standard Edition, with 3G capability but with no WiFi.
It is highly cost effective compared with the pricey i.Phone, and I have spare cash to buy another standby phone including 2 spare new batteries for the Palm and standby phone.
I am happy with my choice, and believe my next purchase is going to be another Palm with Windows Mobile or Google Android or Linux or Palm OS (with at least 3.5G and WiFi).

A lot have to do with personal preference and usage patterns. There is no point in having several hundreds of applications when the ordinary man in the street just require a suite of frequently ran applications. More programs for me assure more problems and data corruption including viruses, malware, system hang, trojan horses, compatibility issues etc. My philosophy is :: Simplify your life, smell the roses.

]]>
Is It Time to Buy? What History Shows http://seekingalpha.com/article/109814-is-it-time-to-buy-what-history-shows?source=feed#comment-326934 326934 Maybe it is because you won't get a commission from making a sell call.

]]>
Thu, 11 Dec 2008 23:37:54 -0500 Maybe it is because you won't get a commission from making a sell call.

]]>
Traders Still Unwilling to Take on Risk http://seekingalpha.com/article/110111-traders-still-unwilling-to-take-on-risk?source=feed#comment-326902 326902
]]>
Thu, 11 Dec 2008 22:33:34 -0500
]]>
Traders Still Unwilling to Take on Risk http://seekingalpha.com/article/110111-traders-still-unwilling-to-take-on-risk?source=feed#comment-326901 326901
]]>
Thu, 11 Dec 2008 22:32:57 -0500
]]>
Citibank Bailout: $300 Billion Doesn't Sound Like A Lot Anymore http://seekingalpha.com/article/107514-citibank-bailout-300-billion-doesn-t-sound-like-a-lot-anymore?source=feed#comment-314212 314212 Investors and regulators should take a key lesson in the way compensation was paid and rewarded to key management staff. Or are they being paid to create this mess for our future generations.

]]>
Mon, 24 Nov 2008 21:44:27 -0500 Investors and regulators should take a key lesson in the way compensation was paid and rewarded to key management staff. Or are they being paid to create this mess for our future generations.

]]>
Trump to Lenders: You're Sued! http://seekingalpha.com/article/105441-trump-to-lenders-you-re-sued?source=feed#comment-304834 304834 : Future lenders will likely tell him "Your Fired!"

Not likely to happen. What the lenders want is a real juicy deal. A chance to make serious money, everybody will jump in. GREED is the word.

]]>
Thu, 13 Nov 2008 05:54:21 -0500 : Future lenders will likely tell him "Your Fired!"

Not likely to happen. What the lenders want is a real juicy deal. A chance to make serious money, everybody will jump in. GREED is the word.

]]>
Things Could Be Worse... http://seekingalpha.com/article/103347-things-could-be-worse?source=feed#comment-296033 296033 Have laws to confiscate all their ill-gotten wealth, and from those these gains were distributed to.
More money should be spent on this kind of law enforcement to get the crooks and their cronies.

]]>
Sun, 02 Nov 2008 00:56:29 -0400 Have laws to confiscate all their ill-gotten wealth, and from those these gains were distributed to.
More money should be spent on this kind of law enforcement to get the crooks and their cronies.

]]>
Waiting For Our Sign of Recovery http://seekingalpha.com/article/99611-waiting-for-our-sign-of-recovery?source=feed#comment-283456 283456
This is not necessarily so. Please do a study of the most recent greatest stockmarket meltdown in developed countries. The fall of the Great Samurai, and please check where the Nikkei Index is hovering at today.
I still remember this book - Japan as Number One, but not its author. It was quoted the Japan at that time was close to or already had out surpass the USA in many fields and industries, including computer technology and artificial intelligence.
My strategy would likely be based on fundamentals of supply and demand, and the law of cycles.
]]>
Thu, 16 Oct 2008 01:43:18 -0400
This is not necessarily so. Please do a study of the most recent greatest stockmarket meltdown in developed countries. The fall of the Great Samurai, and please check where the Nikkei Index is hovering at today.
I still remember this book - Japan as Number One, but not its author. It was quoted the Japan at that time was close to or already had out surpass the USA in many fields and industries, including computer technology and artificial intelligence.
My strategy would likely be based on fundamentals of supply and demand, and the law of cycles.
]]>
In the Great Global Macro Experiment, the Next Bubble to Burst Is... http://seekingalpha.com/article/99618-in-the-great-global-macro-experiment-the-next-bubble-to-burst-is?source=feed#comment-281981 281981 But one advice to you, young man -- improve on your style and work on garnering more support from readers.
Also, if your article is not short, you should have a strong and concise introduction and summary (conclusion).
Thanks for sharing your knowledge and opinions here.

]]>
Tue, 14 Oct 2008 09:04:23 -0400 But one advice to you, young man -- improve on your style and work on garnering more support from readers.
Also, if your article is not short, you should have a strong and concise introduction and summary (conclusion).
Thanks for sharing your knowledge and opinions here.

]]>
Now's the Time to Buy Bank Stocks http://seekingalpha.com/article/98523-now-s-the-time-to-buy-bank-stocks?source=feed#comment-274481 274481
I believe it may be better to put my money in Intel, AMD, MacDonalds and Lenovo.

]]>
Mon, 06 Oct 2008 06:25:05 -0400
I believe it may be better to put my money in Intel, AMD, MacDonalds and Lenovo.

]]>
Jobs Contraction a Serious Story http://seekingalpha.com/article/98444-jobs-contraction-a-serious-story?source=feed#comment-273410 273410
The crooks who set off this fire on Wall Street and the country must be captured and tortured by Uncle Robin. Their ill gotten wealth must also be confiscated and redistribute to the affected portions of society.

]]>
Sat, 04 Oct 2008 11:15:26 -0400
The crooks who set off this fire on Wall Street and the country must be captured and tortured by Uncle Robin. Their ill gotten wealth must also be confiscated and redistribute to the affected portions of society.

]]>
Jobs Contraction a Serious Story http://seekingalpha.com/article/98444-jobs-contraction-a-serious-story?source=feed#comment-273395 273395
The crooks who set off this fire on Wall Street and the country must be captured and tortured by Uncle Robin. Their ill gotten wealth must also be confiscated and redistribute to the affected portions of society.

]]>
Sat, 04 Oct 2008 11:05:18 -0400
The crooks who set off this fire on Wall Street and the country must be captured and tortured by Uncle Robin. Their ill gotten wealth must also be confiscated and redistribute to the affected portions of society.

]]>
Jobs Contraction a Serious Story http://seekingalpha.com/article/98444-jobs-contraction-a-serious-story?source=feed#comment-273392 273392
The crooks who set off this fire on Wall Street and the country must be captured and tortured by Uncle Robin. Their ill gotten wealth must also be confiscated and redistribute to the affected portions of society.

]]>
Sat, 04 Oct 2008 10:58:52 -0400
The crooks who set off this fire on Wall Street and the country must be captured and tortured by Uncle Robin. Their ill gotten wealth must also be confiscated and redistribute to the affected portions of society.

]]>
Bailout: Here's How to Fix the Fix http://seekingalpha.com/article/98130-bailout-here-s-how-to-fix-the-fix?source=feed#comment-272371 272371 Stop this bailout. Keep the $700b in a strong fire-proof safe. And get Uncle Robin Hood to distribute this money to the homeless people of USA. So that the streets would have less crimes, and the drug pusher could change his career.

]]>
Fri, 03 Oct 2008 03:50:48 -0400 Stop this bailout. Keep the $700b in a strong fire-proof safe. And get Uncle Robin Hood to distribute this money to the homeless people of USA. So that the streets would have less crimes, and the drug pusher could change his career.

]]>
Banning Shorts Works in Fancy Restaurants, Not the Marketplace http://seekingalpha.com/article/97660-banning-shorts-works-in-fancy-restaurants-not-the-marketplace?source=feed#comment-268198 268198 I fully agree with the writer's comments on SEC's incompetence.
Overall, the American people, especially the elite group (top 10%~20%) did not measure up to the mark, hence creating all these mess.

Avarice has gripped the souls of America. Sacrifice is a word most lacking in their lives.

]]>
Mon, 29 Sep 2008 05:17:11 -0400 I fully agree with the writer's comments on SEC's incompetence.
Overall, the American people, especially the elite group (top 10%~20%) did not measure up to the mark, hence creating all these mess.

Avarice has gripped the souls of America. Sacrifice is a word most lacking in their lives.

]]>
Getting Directions on the Road from Bad to Worse http://seekingalpha.com/article/95766-getting-directions-on-the-road-from-bad-to-worse?source=feed#comment-257656 257656
The Chinese have this ancient wisdom, "Kill one, to warn a hundred".

]]>
Thu, 18 Sep 2008 01:58:17 -0400
The Chinese have this ancient wisdom, "Kill one, to warn a hundred".

]]>
The "Worst Is Over" Crowd Is In for a Shock http://seekingalpha.com/article/94619-the-worst-is-over-crowd-is-in-for-a-shock?source=feed#comment-251218 251218 They deserve severe punishments for the misery of many.

]]>
Thu, 11 Sep 2008 03:06:56 -0400 They deserve severe punishments for the misery of many.

]]>