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BigJake

BigJake
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  • Despite the Negative Headlines, Jobs Are Growing at a Modest 1% Rate [View article]
    cyclingscholar, I don't think the average salary of public school teachers is $85k. Exaggerate much do we?
    Aug 6, 2010. 12:58 PM | 6 Likes Like |Link to Comment
  • A Look at Economic Trends Ahead of Nonfarm Payrolls [View article]
    nice chart and bringing a fresh perspective to economic analysis. Well done. thanks for reminding me why I have you on my follow list.
    Aug 5, 2010. 03:54 PM | Likes Like |Link to Comment
  • The Rally in Commodities Is Very Serious [View article]
    Daily trading, I like your article and analysis of the situation (fear is too dominant in the market) but you lost me on the last sentence. Did you mean something specific with the butterfly reference? If so can you explain what you meant?
    Aug 4, 2010. 09:37 AM | Likes Like |Link to Comment
  • Rumors of 'Quantitative Easing 2.0' Offsetting Poor Economic Data [View article]
    all i can say is bet against the fed in the short term at your own peril! I did that last year and got hammered.
    Aug 3, 2010. 02:00 PM | 1 Like Like |Link to Comment
  • Best and Worst Performing Leveraged ETFs/ETNs Year to Date [View article]
    Don't have to tell me twice. I've been sitting in ERX since late late may. Cmon already!
    Jul 29, 2010. 09:25 AM | Likes Like |Link to Comment
  • Which Way Wednesday: Beige Book Boost, Or Bust? [View article]
    Buzzers right. If you truly believe there is a consipiracy somewhere within the markets, whether it be govt, PPT, HFT or green goblins why do you waste money fighting against it? Waste of time!
    Jul 29, 2010. 08:02 AM | 1 Like Like |Link to Comment
  • Which Way Wednesday: Beige Book Boost, Or Bust? [View article]
    phil, good call on the beige book being bad. Thanks for writing this everyday. time to take a look at your membership fees.
    Jul 28, 2010. 03:23 PM | 1 Like Like |Link to Comment
  • Retail Investors Should Focus on Stocks, Not the Economy [View article]
    Try to find the inefficiency within the markets. Where is price undervalued/overvalued and then - place your bets!
    Jul 28, 2010. 08:07 AM | 2 Likes Like |Link to Comment
  • Robin Griffiths Sees the S&P at 940 by October [View article]
    Don't be a bear and don't be a bull, be an objective observer - otherwise you guarantee yourself to be wrong 50% of the time
    Jul 26, 2010. 02:19 PM | 3 Likes Like |Link to Comment
  • Bernanke Testimony: The Street Is Not Impressed [View article]
    hah! 3AM infomercial... I love it!
    Jul 21, 2010. 04:10 PM | 6 Likes Like |Link to Comment
  • NetApp Inc.: The Clear Winner in Virtualization Space [View article]
    Josh,

    Thanks for the advice, I actually have not bought the stock and didn't plan to, but was interested if you had investigated them at all due to the similarity of the storage technologies NTAP & CML employ. I am an amateur and infrequent investor, however I do pay attention to the markets and try to learn so that I am not completely taken to the woodshed when I do decide to make an investment. So thanks for the book & website recommendations, I will definitely check them out.

    NTAP is definitely the big boy of the two, there is no doubt, but in a microcosm of the organization I work for (not financial) we decided against picking the big boy and couldn't consider them due to the price. Larger organizations making a storage platform purchase probably has different parameters where cost is not such a huge factor, but in our it was. NTAP was ruled out very quickly in the selection process as a result. We are a 200 employee organization with 170k customers, revenue stream is primarily from state and local budgets. So for a small/mid size business NTAP is priced out of the market, at least IMO due to my experience. Their technology was definitely very, very attractive though. EMC and Compellent were the finalists in our selection, and Compellent won due to superior technology & price. We also evaluated 3PAR in the process but their prices were even worse than NTAP. CML does have problems with integration of Microsoft products which unless they can fix will be a major problem for them.

    Thanks for your financial analysis, this gives me information about the financial aspects of CML and will help me in gmaking future decisions about the vendor from a financial standpoint within my organization. I appreciate you taking the time to comment back on topic that was loosely related to your article. :) Thanks!
    Jul 21, 2010. 03:56 PM | 2 Likes Like |Link to Comment
  • Are Top-Line Worries Overblown? [View article]
    Do you calculate in line revenue as a beat, a miss, or just don't count it?
    Jul 20, 2010. 02:36 PM | Likes Like |Link to Comment
  • NetApp Inc.: The Clear Winner in Virtualization Space [View article]
    Josh,

    I'm not really up to date on the financial fundamentals, but have you taken a look at CML (Compellent Technologies)? These guys are a smaller, but direct competitor to NetApp, & EMC. Last year I was the technical lead during a storage platform selection project where we evaluated CML, NTAP, & EMC's medium sized enterprise storage platform offerrings. The bottom line was that Compellent and NetApp both offered the best, most technologically advanced solution, but NetApp was about 25% more in price. If you have ever investigated CML I would be interested to hear your comments about them especially vs. NTAP.
    Jul 15, 2010. 05:12 PM | 3 Likes Like |Link to Comment
  • 2011 Wariness [View article]
    Richard, you had me laughing hysterically with this imagery:

    "If the government announced a 14% to 21% Social Security pay cut (sounds like Greece to us), there would be geriatric riots in the streets -- wheelchairs and walkers being hurled at plastic shields of police barricades protecting IRS offices across the country."
    Jul 15, 2010. 04:54 PM | 1 Like Like |Link to Comment
  • 'Is the Correction Over' Poll Results [View article]
    One side is the smart money and other is the dumb. I guess time will tell!
    Jul 14, 2010. 11:42 AM | 1 Like Like |Link to Comment
COMMENTS STATS
186 Comments
453 Likes