LT Investor

Chambers Is Right: The Recession Will Drive Tech Innovation

So is Cisco leading the innovation (the R&D efforts) in Infrastructure 2.0? Can they keep one step ahead of competitors?

RBC Analysts Expect Potash Corp. Stock to Double

I too bought in a few wks ago - too early! It seems the POT bears' main argument is slowing global economy/demand (and the workers' strike if it doesn't end soon), and POT bulls mainly argue that potash prices will go up (i.e. fundamentals of fertilizer business). It seems obvious both points have merit. But which of the opposing factors will "win out"? If potash prices keep going up that much (from ~$500 to $1000 per tonne), will the farmers of the world just accept this? Is there a point where farming certain crops doesn't make sense anymore?

Also nervously long on POT.

Five Great Companies to Buy at a Drop

What I know agrees with experienced's comments - the 3G version of GSM is WCDMA. In that case, there should be more adoption of CDMA in the next two years, not more GSM adoption. The author's statement that CDMA carriers are thinking of switching to GSM doesn't make sense to me - Why wouldn't they switch to WCDMA (a 3G tech) instead? As I understand it, GSM is 2G. However I don't work in the industry, so please correct if my info is incorrect.

The 2008 Historic Potash Handoff (Part V)

How does the price of oil affect POT? I've read that higher oil price also means higher cost for fertilizer makers. If oil resumes going higher, is this a worry for POT?

Potash Corp. Looks Good on the Pullback

I hope you are right (on the long-term up trend) - I got in POT at 220 last week. Not as good a price as now but I hope it won't matter much when POT resumes its run.