Is It Time for Apple to Buy Back Some Shares? [View article]
If they bb or div it's a sell sign as they don't know what to do with the cash anymore, just like Berkshire would be a sell if Warren Buffett would start doling out money. Apple is an ideas company. No ideas, no company.
Nokia: Bargain of a Lifetime - Barron's [View article]
Nokia might be reasonable value in euros but with $ there's a massive currency risk included. Nokia's climb in NYSE has been mostly on EUR over USD advancement in the past 2 years. If and when US gets back on its feet watch Nokia slide steeply down on dollar terms.
I agree on the view on Asian manufacturers, they're quietly grabbing massive market share while Nokia struggles in the headlines. LG and Samsung are the new ho
Is It Time for Apple to Buy Back Some Shares? [View article]
The Virtualization Wars: Microsoft Unleashes the Cannibals Again [View article]
Nokia: Bargain of a Lifetime - Barron's [View article]
I agree on the view on Asian manufacturers, they're quietly grabbing massive market share while Nokia struggles in the headlines. LG and Samsung are the new ho