p. smith's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/184581/comments http://seekingalpha.com/article/96583-treasury-s-plan-is-breathtakingly-awful?source=feed#comment-261344 261344 Mon, 22 Sep 2008 09:53:43 -0400 http://seekingalpha.com/article/95950-are-we-there-yet-not-even-close?source=feed#comment-257207 257207 Wed, 17 Sep 2008 14:22:24 -0400 http://seekingalpha.com/article/95722-miles-to-go-before-a-bottom?source=feed#comment-255856 255856
I think we're there today.]]> Tue, 16 Sep 2008 10:49:17 -0400
I think we're there today.]]> http://seekingalpha.com/article/93909-could-dell-and-salesforce-com-merge-someday?source=feed#comment-245418 245418 Thu, 04 Sep 2008 11:00:04 -0400 http://seekingalpha.com/article/88423-chordiant-software-inc-f3q08-qtr-end-06-30-08-earnings-call-transcript?source=feed#comment-243952 243952 Tue, 02 Sep 2008 13:55:13 -0400 http://seekingalpha.com/article/93501-a-perfect-storm-retail-is-a-buy?source=feed#comment-243885 243885 Tue, 02 Sep 2008 12:02:14 -0400 http://seekingalpha.com/article/85472-google-is-preparing-to-unleash-the-cannibals-on-microsoft?source=feed#comment-207959 207959
One company like this is i2 technologies, ITWO.]]> Thu, 17 Jul 2008 14:09:09 -0400
One company like this is i2 technologies, ITWO.]]> http://seekingalpha.com/article/85505-earnings-preview-microsoft?source=feed#comment-207947 207947
put $10,000 in ITWO now and you could get $30,000 in a year with same luck and risk.]]> Thu, 17 Jul 2008 13:54:30 -0400
put $10,000 in ITWO now and you could get $30,000 in a year with same luck and risk.]]> http://seekingalpha.com/article/84586-the-long-case-for-u-s-equities?source=feed#comment-203148 203148 Fri, 11 Jul 2008 13:39:33 -0400 http://seekingalpha.com/article/83991-bargain-hunting-stocks-with-strong-earnings-growth?source=feed#comment-200657 200657 Tue, 08 Jul 2008 11:41:39 -0400 http://seekingalpha.com/article/83951-the-screws-tighten-on-apple-investors?source=feed#comment-200614 200614 Tue, 08 Jul 2008 11:11:40 -0400 http://seekingalpha.com/article/83101-lennar-management-housing-hasn-t-yet-reached-bottom?source=feed#comment-196570 196570
until the high-end tumbles, the cycle will then continue.

i'm waiting for the current $3 million home to become $1.5 million.]]> Tue, 01 Jul 2008 11:06:07 -0400
until the high-end tumbles, the cycle will then continue.

i'm waiting for the current $3 million home to become $1.5 million.]]> http://seekingalpha.com/article/82532-salesforce-com-riding-saas-growth-to-increasing-profits?source=feed#comment-192892 192892
only suckers buy that kind of stock and only fool think it's an investment.]]> Wed, 25 Jun 2008 19:50:53 -0400
only suckers buy that kind of stock and only fool think it's an investment.]]> http://seekingalpha.com/article/82515-more-on-technical-analysis?source=feed#comment-191925 191925
years ago, I ran a day-trading firm for about 3 years, there were more than 300 people in and out total, many claimed to be experts in technical analysis.

The result: all perished or badly injured.

Those who said technical analysis were "bullshit" were winners like Warren Buffet and Peter Lynch.

I say those who arguing for the merit of technical analysis are a bunch of "blithering idiots", they just don't know what they are talking about.... ]]> Tue, 24 Jun 2008 13:29:21 -0400
years ago, I ran a day-trading firm for about 3 years, there were more than 300 people in and out total, many claimed to be experts in technical analysis.

The result: all perished or badly injured.

Those who said technical analysis were "bullshit" were winners like Warren Buffet and Peter Lynch.

I say those who arguing for the merit of technical analysis are a bunch of "blithering idiots", they just don't know what they are talking about.... ]]> http://seekingalpha.com/article/80657-is-saas-worth-the-hype?source=feed#comment-189111 189111 Fri, 20 Jun 2008 10:49:52 -0400 http://seekingalpha.com/article/77380-margin-pressure-continues-at-chordiant-software?source=feed#comment-186596 186596
You obviously have your agenda by posting this article....

Cover your short and go away.]]> Mon, 16 Jun 2008 15:03:23 -0400
You obviously have your agenda by posting this article....

Cover your short and go away.]]> http://seekingalpha.com/article/81299-when-and-where-to-go-in-china?source=feed#comment-185044 185044 Fri, 13 Jun 2008 12:36:04 -0400 http://seekingalpha.com/article/80438-preparing-for-the-fall?source=feed#comment-180810 180810 Sat, 07 Jun 2008 08:46:49 -0400 http://seekingalpha.com/article/80241-expect-oracle-s-acquisition-spree-to-continue?source=feed#comment-180231 180231 Fri, 06 Jun 2008 09:00:13 -0400 http://seekingalpha.com/article/74868-manhattan-associates-rising-higher-on-strong-quarter?source=feed#comment-176505 176505
The combination of the two will be very powerful and increase the valuation much like 1+1=3.]]> Fri, 30 May 2008 04:16:56 -0400
The combination of the two will be very powerful and increase the valuation much like 1+1=3.]]> http://seekingalpha.com/article/76761-i2-technologies-turnaround-part-ii?source=feed#comment-172681 172681
Not many people can say that.

]]> Fri, 23 May 2008 12:03:54 -0400
Not many people can say that.

]]> http://seekingalpha.com/article/77840-when-it-comes-to-growth-try-concor-tech?source=feed#comment-171135 171135 Wed, 21 May 2008 12:33:37 -0400 http://seekingalpha.com/article/77427-microstrategy-an-enterprising-small-cap?source=feed#comment-168109 168109
i2 has turned-around and a fast cash generator, very profitable too; best of all i2 carries a $1.8 billions tax credit.

The two should merge.]]> Thu, 15 May 2008 11:39:20 -0400
i2 has turned-around and a fast cash generator, very profitable too; best of all i2 carries a $1.8 billions tax credit.

The two should merge.]]> http://seekingalpha.com/article/77245-hp-snaps-up-eds-for-a-bargain?source=feed#comment-168098 168098 Thu, 15 May 2008 11:23:10 -0400 http://seekingalpha.com/article/77379-enterprise-software-more-room-for-downside-surprises?source=feed#comment-168063 168063
For best breed software and consulting vendors such as supply chain management leader i2 technologies and SaaS vendors sepecially in HR and ACCOUNTING, 2008-2012 is the rapid growth period.

SAP and ORCL are not growing anymore, their decline will become obvious by end of this year...
]]> Thu, 15 May 2008 10:49:21 -0400
For best breed software and consulting vendors such as supply chain management leader i2 technologies and SaaS vendors sepecially in HR and ACCOUNTING, 2008-2012 is the rapid growth period.

SAP and ORCL are not growing anymore, their decline will become obvious by end of this year...
]]> http://seekingalpha.com/article/77099-why-the-hp-eds-deal-is-making-the-street-nervous?source=feed#comment-167371 167371 Wed, 14 May 2008 09:35:48 -0400 http://seekingalpha.com/article/68710-barron-s-looks-at-tech-sector-m-a-candidates?source=feed#comment-166763 166763
A bunch of blithering idiots....]]> Tue, 13 May 2008 10:11:38 -0400
A bunch of blithering idiots....]]> http://seekingalpha.com/article/76761-i2-technologies-turnaround-part-ii?source=feed#comment-166348 166348
Most importantly, i2's maintenance revenue has shown a 5% growth y/y in q1-2008, 1st time in 10 years.

When a software company turned-around, maintenance revenue growth is the last thing to happen.

i2 has reported 12 consective quarters of profit and has been growing record bookings for the last 2 quarters. ]]> Mon, 12 May 2008 13:34:10 -0400
Most importantly, i2's maintenance revenue has shown a 5% growth y/y in q1-2008, 1st time in 10 years.

When a software company turned-around, maintenance revenue growth is the last thing to happen.

i2 has reported 12 consective quarters of profit and has been growing record bookings for the last 2 quarters. ]]> http://seekingalpha.com/article/76761-i2-technologies-turnaround-part-ii?source=feed#comment-166344 166344
i2's stock is still in the bottom of a trash bin just don't know when will it start to surge? maybe until enough people know the story.

The buy-out price (if it happens) could have very little to do with today's trading price. Hedge funds know the valuation and are demanding the company to do something to increase shareholders's value.

One particular hedge fund named "AMALGAMATED GADGET LP" aka Q investment based in Fort Worth who holds i2's 2.5% prefer stock has been crying out loud to sell the company at any price. Why? because as long as i2 has a "change in control", Q will be entitled to a 110% payback of its holding of prefer stock, NO MATTER WHAT PRICE I2 IS SOLD FOR, and that's part of the deal of the prefer stock.

Many other hedge funds and i2 shareholders have realized that what's good for Q is not necessarily good for every shareholder.

"AMALGAMATED GADGET LP" aka "Q investment" is said to be run by Geoffrey P. Raynor, a Texas multi-millionaire.]]> Mon, 12 May 2008 13:24:09 -0400
i2's stock is still in the bottom of a trash bin just don't know when will it start to surge? maybe until enough people know the story.

The buy-out price (if it happens) could have very little to do with today's trading price. Hedge funds know the valuation and are demanding the company to do something to increase shareholders's value.

One particular hedge fund named "AMALGAMATED GADGET LP" aka Q investment based in Fort Worth who holds i2's 2.5% prefer stock has been crying out loud to sell the company at any price. Why? because as long as i2 has a "change in control", Q will be entitled to a 110% payback of its holding of prefer stock, NO MATTER WHAT PRICE I2 IS SOLD FOR, and that's part of the deal of the prefer stock.

Many other hedge funds and i2 shareholders have realized that what's good for Q is not necessarily good for every shareholder.

"AMALGAMATED GADGET LP" aka "Q investment" is said to be run by Geoffrey P. Raynor, a Texas multi-millionaire.]]> http://seekingalpha.com/article/75678-sap-s-apotheker-tries-to-explain-problems?source=feed#comment-162182 162182
No growth, they are buying companies just to milk the cow for maintainance revenue and that can only diminish over time.

The growth in software area is in SaaS area such as the “on-demand” model like CRM, i2/IBM freight matrix or the solution delivery model like the rest of i2 SCM results delivery.

SAP and ORCL are two big ships, it’ll take them 3 years to turn their business model to SaaS if not longer.

Customers are buying the results, they don’t want to buy software or technology any more…. the web 2.0 and the software 2.0 are here.
]]> Mon, 05 May 2008 14:43:10 -0400
No growth, they are buying companies just to milk the cow for maintainance revenue and that can only diminish over time.

The growth in software area is in SaaS area such as the “on-demand” model like CRM, i2/IBM freight matrix or the solution delivery model like the rest of i2 SCM results delivery.

SAP and ORCL are two big ships, it’ll take them 3 years to turn their business model to SaaS if not longer.

Customers are buying the results, they don’t want to buy software or technology any more…. the web 2.0 and the software 2.0 are here.
]]>