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Intel Facing a Formidable Foe in ARM

INTC should buy ARMH --- Yes it's self-serving, wishful thinking but I've tried logic and, after the last year, any alternative that works will suffice.

There Will Always Be Wal-Mart and Amazon

Walmart averages 130M shoppers a week in the store, which is mind-boggling. Most likely, the addition of supermarkets to the stores has been a big factor in the upsurge in visitors during the last twelve months. Lately, they are making a move into sustainable, natural foods which would also mean a move into domestic manufacturing. This is very shrewd. I'd forget about the chart and think about buying the stock at these levels. Walmart is about to become the 8000 pound gorilla in the room.

Cramer's Mad Money - Four Tech Horseman Gallop Again (2/2/09)

Well, so much for investing in the "stimulus" package. Bailed at 15 and put Zacks on the S list.

Will revisit the company when the dollar weakens.

Financial Crisis Could Lead to Increase in Media M&A Activity

Media companies may be acquired, but their value shrinks by the day. The money is in the delivery of content, not the content itself. The i-Pod is a perfect example. Whether the user downloads the music or pirates it, they still need a device to play it on. Amazon's Kindle is another step in the same direction. As the model shift to digital and the internet becomes the standard delivery system for movies, television, and radio the model is going to have to change. Radio is already a dead issue aside from talk show formats. Television and film are next and probably most effected given the cost to produce content in those two mediums. M&A is certain, but the value of these companies is not. Most of the digital rights to television and movies are not owned by the studios. They may not benefit, but there will be a lot of happy artists out there.

Cramer's Mad Money - Four Tech Horseman Gallop Again (2/2/09)

FSYS is an interesting company. Zacks also came out and recommended the stock as a value and growth play. There are a lot of value plays to chose from ---- unfortunately the growth aspect is clouded by a lack of visibility. This stock should do well under the Obama "stimulus" package once someone actually understands the package. Until then, it's just a spec stock that keeps crushing earnings....