Doug Liser

2 Comments

    • ON: Wed May 7th 23:15 PM
      Commented on:
      Nextel Better Off On Its Own?
      It's hopeless - Sprint should have just bitten the bullet and dumped iDen while keeping the Nextel customers and spectrum years ago. But I guess that would have been too obvious to Wall Street that they WAY OVERPAID. I can't imagine now, with CDMA so mature anyone else would keep iDen running. It's worth almost nothing -- too bad for those guys in Latin America that made something useful in spite of the mess here -- get a truck and see how Motorola gives you on trade.
      View article »
    • ON: Sun Apr 27th 21:22 PM
      Commented on:
      Why the E*Trade Shorts Have It Wrong
      After pulling out a few million from my E*trade accounts and selling all E*trade unsecured bonds I was holding, I sleep a lot better. While management is doing everything they can, the problem is that their mortgage portfolio is loaded with super risky home equity loans, seconds, piggybacked and all kinds of paper you certainly don't want to be holding in California. I believe the market for this stuff is going to get uglier every month as more people walk away from homes and leave lenders holding junior paper with nothing. I hope they make it - the service and the trading platform are both very good but I can't blame the shorts for betting the company is headed for the tank.
      View article »
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