Eric in IL's Comments Eric in IL's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/207859/comments AT&T OKs VoIP For the iPhone, Too Bad Google Voice Isn't VoIP http://seekingalpha.com/article/165150-at-t-oks-voip-for-the-iphone-too-bad-google-voice-isn-t-voip?source=feed#comment-706303 706303 Not sure how you mean Google Voice is not VoIP? Inherently, if the Google Voice app is communicating via IP from the iPhone to some switch somewhere, it is still VoIP. VoIP does not mean all IP all through the call. For the most part, any VoIP originating or terminating call hits a traditional switch, trunk, or other gateway when it travels internetwork. Hardly anyone peers.]]> Wed, 07 Oct 2009 00:21:04 -0400 Not sure how you mean Google Voice is not VoIP? Inherently, if the Google Voice app is communicating via IP from the iPhone to some switch somewhere, it is still VoIP. VoIP does not mean all IP all through the call. For the most part, any VoIP originating or terminating call hits a traditional switch, trunk, or other gateway when it travels internetwork. Hardly anyone peers.]]> Two Stocks to Short: Marriott, Green Mountain http://seekingalpha.com/article/152069-two-stocks-to-short-marriott-green-mountain?source=feed#comment-609954 609954 Fri, 31 Jul 2009 13:31:31 -0400 After sinking to $1.00, buyers step in to snap up shares of GM (GM), now +16% to $1.33. Reminder: Citigroup (C) bounced off $1 back in March and never looked back. http://seekingalpha.com/news/market_currents/post/24153?source=feed#comment-502251 502251 Wed, 13 May 2009 12:42:29 -0400 Dollar's Purchasing Power Annihilated - The Chart They Don't Want You to See http://seekingalpha.com/article/136589-dollar-s-purchasing-power-annihilated-the-chart-they-don-t-want-you-to-see?source=feed#comment-499540 499540 Mon, 11 May 2009 17:55:53 -0400 Is George Soros a Contrary Indicator? http://seekingalpha.com/article/136990-is-george-soros-a-contrary-indicator?source=feed#comment-499521 499521 Cetin: Dollar will strengthen near-term. And bearish news came out of China last night. They are seeing deflationary pressure.
After the near-term pullback, I still think Brazil leads the BRIC.]]> Mon, 11 May 2009 17:44:16 -0400 Cetin: Dollar will strengthen near-term. And bearish news came out of China last night. They are seeing deflationary pressure.
After the near-term pullback, I still think Brazil leads the BRIC.]]> The prospect of nationalizing banks may give Americans nightmares about turning French. But in fact the French - notoriously cautious spenders and avid savers - haven't needed to rescue any big bank, let alone take one over. What's the catch? http://seekingalpha.com/news/market_currents/post/23994?source=feed#comment-499516 499516 Mon, 11 May 2009 17:40:11 -0400 U.S. telephone carriers have made a habit of downplaying the insiduous shrinking in landline subscriptions on the assumption strong mobile growth will more-than bridge the gap. But JPMorgan's Mike McCormack warns that fundamentals in wireless are now deteriorating. T -4.1%. VZ -2.5%. http://seekingalpha.com/news/market_currents/post/23775?source=feed#comment-494158 494158 Thu, 07 May 2009 13:41:14 -0400 Martin Weiss: A Depression Is Unavoidable http://seekingalpha.com/article/135881-martin-weiss-a-depression-is-unavoidable?source=feed#comment-493303 493303 Thu, 07 May 2009 03:15:02 -0400 ETF Ideas for the Producer-Minded Investor http://seekingalpha.com/article/135256-etf-ideas-for-the-producer-minded-investor?source=feed#comment-492244 492244 Wed, 06 May 2009 12:58:44 -0400 Rich Americans are facing a rising foreclosure rate too thanks to the "trickle-up effect." The number of foreclosures on homes worth more than the $729,750 jumbo-loan limit jumped 127% during the first ten weeks of the year vs. the year before. http://seekingalpha.com/news/market_currents/post/23574?source=feed#comment-492147 492147 Wed, 06 May 2009 12:19:59 -0400 5 Reasons Bank Shareholders Will Take a Hit http://seekingalpha.com/article/135646-5-reasons-bank-shareholders-will-take-a-hit?source=feed#comment-492110 492110 The one I am very excited about long-term is Long V, Short AXP. V is the debit leader, has no credit risk, and is not cannibalizing its business. AXP is clearly hurting and pulling credit for creditworthy clients. They must have serious cash flow issues.]]> Wed, 06 May 2009 12:07:52 -0400 The one I am very excited about long-term is Long V, Short AXP. V is the debit leader, has no credit risk, and is not cannibalizing its business. AXP is clearly hurting and pulling credit for creditworthy clients. They must have serious cash flow issues.]]> Get ready for a "surprising rebound" in H2, Larry Kantor, head of research at Barclays Capital says. "Most of our clients have missed this rally." http://seekingalpha.com/news/market_currents/post/23598?source=feed#comment-492041 492041 Wed, 06 May 2009 11:42:27 -0400 Wednesday Outlook: Commodities, Global Markets http://seekingalpha.com/article/133455-wednesday-outlook-commodities-global-markets?source=feed#comment-491614 491614 Wed, 06 May 2009 08:50:26 -0400 Is the 21st Century Really China's? Its lack of creative thinking could rob it of an innovative edge. http://seekingalpha.com/news/market_currents/post/23483?source=feed#comment-490699 490699 Also they are very dependent on the US Consumer.]]> Tue, 05 May 2009 14:52:58 -0400 Also they are very dependent on the US Consumer.]]> All those 'green shoots' may be no more than humanity's inability to deal with protracted gloom. So the question becomes, can mental green shoots sprout real fruit-bearing trees? http://seekingalpha.com/news/market_currents/post/23355?source=feed#comment-489370 489370
Keep in mind that the majority of regular Americans are gonna be struggling for the next few years. I think their pain will actually cause real change. Not sure if it has ever happened to you, but speaking from experience, losing your job is a fundamental shock to the system. It changed my entire outlook and my behavior... I have saved 40-50% of my net income every year since. I cannot imagine losing my home to foreclosure. We are gonna see 10% unemployment and more foreclosures, which is a huge reality check. Credit Card companies are seriously wounded and will not be able to extend credit like they once did. Aside from that the Fed has provided, leverage is not available.]]> Mon, 04 May 2009 17:57:27 -0400
Keep in mind that the majority of regular Americans are gonna be struggling for the next few years. I think their pain will actually cause real change. Not sure if it has ever happened to you, but speaking from experience, losing your job is a fundamental shock to the system. It changed my entire outlook and my behavior... I have saved 40-50% of my net income every year since. I cannot imagine losing my home to foreclosure. We are gonna see 10% unemployment and more foreclosures, which is a huge reality check. Credit Card companies are seriously wounded and will not be able to extend credit like they once did. Aside from that the Fed has provided, leverage is not available.]]> Where Is Cloud Computing Going? http://seekingalpha.com/article/134937-where-is-cloud-computing-going?source=feed#comment-489044 489044 I still think the virtualization wave will pay off before cloud computing. Virtualization is now.]]> Mon, 04 May 2009 14:07:06 -0400 I still think the virtualization wave will pay off before cloud computing. Virtualization is now.]]> Singing the American Express Blues http://seekingalpha.com/article/134988-singing-the-american-express-blues?source=feed#comment-488911 488911 That said, you really cannot be delinquent right now; but in the past companies were pretty good about forgiveness. AMEX could become like Sprint, where customers have such a sour taste from past experience that there is almost no way to incent customers to be loyal. Sprint may finally be turning the corner.. 10 Years later.
Look at the 10-Year chart for S, that could be what AMEX looks like.]]> Mon, 04 May 2009 13:02:44 -0400 That said, you really cannot be delinquent right now; but in the past companies were pretty good about forgiveness. AMEX could become like Sprint, where customers have such a sour taste from past experience that there is almost no way to incent customers to be loyal. Sprint may finally be turning the corner.. 10 Years later.
Look at the 10-Year chart for S, that could be what AMEX looks like.]]> Reduced Credit Limits: That's the Good News http://seekingalpha.com/article/135062-reduced-credit-limits-that-s-the-good-news?source=feed#comment-488852 488852 Mon, 04 May 2009 12:39:44 -0400 The Worst Case Scenario (Someone Has to Say It) http://seekingalpha.com/article/134820-the-worst-case-scenario-someone-has-to-say-it?source=feed#comment-488256 488256 Mon, 04 May 2009 02:06:58 -0400 Sellers are stepping it up after Chrysler's bankruptcy-filing announcement, with indexes striking new intraday lows, and two now in the red. DJIA -0.1% to 8180. S&P -0.02% to 873. Nasdaq +0.8% to 1726. http://seekingalpha.com/news/market_currents/post/23144?source=feed#comment-484276 484276 Thu, 30 Apr 2009 13:02:21 -0400 The 3D Wave Is Growing: Stocks to Benefit http://seekingalpha.com/article/133516-the-3d-wave-is-growing-stocks-to-benefit?source=feed#comment-482774 482774 Wed, 29 Apr 2009 12:43:47 -0400 Earnings Preview: Akamai Technologies http://seekingalpha.com/article/133626-earnings-preview-akamai-technologies?source=feed#comment-481650 481650 Cetin, you can sell Puts if you want to own it lower. You can collect 5% to own it at $19.]]> Tue, 28 Apr 2009 17:31:23 -0400 Cetin, you can sell Puts if you want to own it lower. You can collect 5% to own it at $19.]]> Nalco (NLC): Q1 EPS of $0.17 misses by $0.02. Revenue of $868M (-13.1%) vs. $933M. "We are pushing aggressively on productivity to help offset the impacts of weaker end markets." (PR) http://seekingalpha.com/news/market_currents/post/22852?source=feed#comment-481640 481640 Tue, 28 Apr 2009 17:21:05 -0400 Thain Calls Lewis a Liar: BofA Saga Continues http://seekingalpha.com/article/133511-thain-calls-lewis-a-liar-bofa-saga-continues?source=feed#comment-481525 481525 I look at Lewis and see that his mistakes are no worse than anyone else's in the business. BofA may be the only business that has added to their ability to generate growth going forward. While Citi is selling off most of their business, BofA is actually expanding. ]]> Tue, 28 Apr 2009 16:02:09 -0400 I look at Lewis and see that his mistakes are no worse than anyone else's in the business. BofA may be the only business that has added to their ability to generate growth going forward. While Citi is selling off most of their business, BofA is actually expanding. ]]> Donald Luskin: Gold and the Upside-Down Bell Curve http://seekingalpha.com/article/133589-donald-luskin-gold-and-the-upside-down-bell-curve?source=feed#comment-481158 481158 1 month prediction: Gold at 825
1 Year Prediction: Gold under 600]]> Tue, 28 Apr 2009 13:02:50 -0400 1 month prediction: Gold at 825
1 Year Prediction: Gold under 600]]> Deflation may, or may not, become a concern some time in the future. But please, don't mistake falling prices as evidence of deflation. http://seekingalpha.com/news/market_currents/post/22562?source=feed#comment-476269 476269 Fri, 24 Apr 2009 15:11:41 -0400 Deflation Returns to Britain http://seekingalpha.com/article/132854-deflation-returns-to-britain?source=feed#comment-476249 476249 Fri, 24 Apr 2009 15:01:10 -0400 Geithner to Put Chrysler in Bankruptcy Next Week http://seekingalpha.com/article/132721-geithner-to-put-chrysler-in-bankruptcy-next-week?source=feed#comment-476242 476242 And please, get over the Marx BS. Bankruptcy has been a huge part of our capitalist markets for a long time.]]> Fri, 24 Apr 2009 14:57:07 -0400 And please, get over the Marx BS. Bankruptcy has been a huge part of our capitalist markets for a long time.]]> Why We Shorted the QQQQ http://seekingalpha.com/article/132636-why-we-shorted-the-qqqq?source=feed#comment-474967 474967 I don't know or care about conspiracy theories, but I could see Nasdaq composite pulling back to 1450.]]> Thu, 23 Apr 2009 18:18:35 -0400 I don't know or care about conspiracy theories, but I could see Nasdaq composite pulling back to 1450.]]> American Express (AXP): "If permitted by our supervisors and if supported by the results of the stress assessment, we intend to repay the government investment of preferred shares and warrants." (PR) http://seekingalpha.com/news/market_currents/post/22493?source=feed#comment-474813 474813 Thu, 23 Apr 2009 16:40:36 -0400