kmca1989's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/239411/comments http://seekingalpha.com/article/122544-ge-says-smart-grid-equal-to-41gw-of-power-plants?source=feed#comment-403022 403022 Wed, 25 Feb 2009 11:05:56 -0500 http://seekingalpha.com/news/market_currents/post/18145?source=feed#comment-395501 395501 Thu, 19 Feb 2009 14:51:03 -0500 http://seekingalpha.com/article/98756-tuesday-outlook-commodities-emerging-markets?source=feed#comment-276261 276261 Tue, 07 Oct 2008 18:24:37 -0400 http://seekingalpha.com/article/96432-prepare-to-sell-monday-cramer-s-mad-money-9-19-08?source=feed#comment-260024 260024 Sat, 20 Sep 2008 12:12:11 -0400 http://seekingalpha.com/article/95912-nine-months-later-some-annual-predictions-from-the-financial-press?source=feed#comment-257150 257150 Wed, 17 Sep 2008 13:17:58 -0400 http://seekingalpha.com/article/95312-what-s-merrill-lynch-worth?source=feed#comment-254120 254120
it's not a trading house like LEH, BCS, etc, and they've set the standard for CDO writedowns @ .22 on the dollar. Not to mention John Thain, the new CEO, is a goldman man and wouldn't have jumped onto the titanic.]]> Sun, 14 Sep 2008 12:49:28 -0400
it's not a trading house like LEH, BCS, etc, and they've set the standard for CDO writedowns @ .22 on the dollar. Not to mention John Thain, the new CEO, is a goldman man and wouldn't have jumped onto the titanic.]]> http://seekingalpha.com/article/95342-corning-retains-strong-balance-sheet-market-position-despite-earnings-warning?source=feed#comment-254100 254100 Sun, 14 Sep 2008 12:40:11 -0400 http://seekingalpha.com/article/95220-attention-locusts-the-party-is-moving-to-merrill-and-aig?source=feed#comment-253471 253471
the naked short selling is the culprit for the 30% dive this week - i'm waiting for LEH to be decided before i add more to my position, but i am taking advantage of these prices in the teens - and an 8% yield!

management (John Thain) is a Goldman grad, and the future is bright for Merrill.]]> Sat, 13 Sep 2008 13:05:16 -0400
the naked short selling is the culprit for the 30% dive this week - i'm waiting for LEH to be decided before i add more to my position, but i am taking advantage of these prices in the teens - and an 8% yield!

management (John Thain) is a Goldman grad, and the future is bright for Merrill.]]> http://seekingalpha.com/article/93617-market-gets-nervous-about-lcd-panels?source=feed#comment-244122 244122 Tue, 02 Sep 2008 19:26:55 -0400 http://seekingalpha.com/article/92148-i-o-u-s-a-movie-is-well-done-and-informative?source=feed#comment-236273 236273 Fri, 22 Aug 2008 08:26:38 -0400 http://seekingalpha.com/article/91315-is-there-a-margin-of-safety-in-financials?source=feed#comment-232402 232402 Sun, 17 Aug 2008 12:28:25 -0400 http://seekingalpha.com/article/89981-microsoft-gets-the-blogging-community?source=feed#comment-227164 227164
then again, i'd take either, too.

disclosure: thoroughly satisfied vista/microsoft customer.]]> Sun, 10 Aug 2008 12:12:26 -0400
then again, i'd take either, too.

disclosure: thoroughly satisfied vista/microsoft customer.]]> http://seekingalpha.com/article/89763-priceline-and-visa-two-stocks-to-buy-now?source=feed#comment-225458 225458
HOWEVER MA already has a HUGE headstart on the international scene, and would appear to be a much better way of taking advantage of foreign growth.]]> Thu, 07 Aug 2008 16:26:22 -0400
HOWEVER MA already has a HUGE headstart on the international scene, and would appear to be a much better way of taking advantage of foreign growth.]]> http://seekingalpha.com/article/89422-is-poor-stock-market-performance-a-positive-long-term-indicator?source=feed#comment-224466 224466 Wed, 06 Aug 2008 17:21:52 -0400 http://seekingalpha.com/article/89448-research-in-motion-s-3g-counteroffensive-the-smartphone-arms-race-escalates?source=feed#comment-224459 224459
to elaborate slightly, I referred to cisco & financials because that partnership is very similar to RIMM and other major business contracts. how the financial sector performs is often a bellweather for CSCO's future, because the largest banks provide cisco with ENORMOUS contracts in order to wire & network all of the offices.

i had recently had cisco pitched to me because they had a new toy in the works, WiMAX, which provides wireless, instead of for a room or house, for a 5 mile radius, college campus, urban zone, etc. HUGE potential, right? WRONG. the toy is nifty, but even if 3000 college campuses install it, that's still GENEROUSLY only a B or 2B. meanwhile the biggest firms on wall st. give cisco 10 times that to keep their systems state of the art.

RIMM and AAPL are the same. just because malls are selling out of the iphone, doesn't mean RIMM's kicking the bucket. every office building in every major city is packed to the gills w/ RIMM devices, and just because a bunch of teens & 20s are buying iphones, that doesn't outweigh the vast majority of the work force in America & beyond.]]> Wed, 06 Aug 2008 17:12:31 -0400
to elaborate slightly, I referred to cisco & financials because that partnership is very similar to RIMM and other major business contracts. how the financial sector performs is often a bellweather for CSCO's future, because the largest banks provide cisco with ENORMOUS contracts in order to wire & network all of the offices.

i had recently had cisco pitched to me because they had a new toy in the works, WiMAX, which provides wireless, instead of for a room or house, for a 5 mile radius, college campus, urban zone, etc. HUGE potential, right? WRONG. the toy is nifty, but even if 3000 college campuses install it, that's still GENEROUSLY only a B or 2B. meanwhile the biggest firms on wall st. give cisco 10 times that to keep their systems state of the art.

RIMM and AAPL are the same. just because malls are selling out of the iphone, doesn't mean RIMM's kicking the bucket. every office building in every major city is packed to the gills w/ RIMM devices, and just because a bunch of teens & 20s are buying iphones, that doesn't outweigh the vast majority of the work force in America & beyond.]]> http://seekingalpha.com/article/89448-research-in-motion-s-3g-counteroffensive-the-smartphone-arms-race-escalates?source=feed#comment-224455 224455
$50 pearl w/ best-in-biz verizon service.

the iphone is years from bringing aapl to the top, the thing is too expensive. RIMM, like CSCO, live and die by the financials, cuz when 100B cap companies partner with, it doens't matter too much if there're a couple mall shortages for your competitors. scale, people, scale.]]> Wed, 06 Aug 2008 17:05:14 -0400
$50 pearl w/ best-in-biz verizon service.

the iphone is years from bringing aapl to the top, the thing is too expensive. RIMM, like CSCO, live and die by the financials, cuz when 100B cap companies partner with, it doens't matter too much if there're a couple mall shortages for your competitors. scale, people, scale.]]>