formerhawk's Comments formerhawk's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/240744/comments AT&T: The iPhone's Achilles' Heel http://seekingalpha.com/article/149691-at-t-the-iphone-s-achilles-heel?source=feed#comment-594902 594902 1. Techies never did understand networking or network provisioning.
2. Yes, they are probably struggling to provide service in some areas due to demand. This also would explain dropped calls or exclusion of some aps because of thier bandwidth requirements. ]]>
Mon, 20 Jul 2009 09:32:40 -0400 1. Techies never did understand networking or network provisioning.
2. Yes, they are probably struggling to provide service in some areas due to demand. This also would explain dropped calls or exclusion of some aps because of thier bandwidth requirements. ]]>
Mark-to-Market vs. Mark-to-Model: What Ever Happened to Real Value? http://seekingalpha.com/article/131509-mark-to-market-vs-mark-to-model-what-ever-happened-to-real-value?source=feed#comment-467529 467529
Congress had to do something (anything) to save face about Enron and Worldcom, liars trying to make dishonest people honest. Google Mark to market sometime. It will bring up some accountants blogs that will give you some insight as to their problems on audit with this. Seemingly the auditors are more willing to show any assets at 0 than they are to show any value.]]>
Sat, 18 Apr 2009 09:55:46 -0400
Congress had to do something (anything) to save face about Enron and Worldcom, liars trying to make dishonest people honest. Google Mark to market sometime. It will bring up some accountants blogs that will give you some insight as to their problems on audit with this. Seemingly the auditors are more willing to show any assets at 0 than they are to show any value.]]>
Welcome to Salvation (aka Mark to Myth) http://seekingalpha.com/article/129594-welcome-to-salvation-aka-mark-to-myth?source=feed#comment-453111 453111 Mon, 06 Apr 2009 08:42:17 -0400 Punishing the Savers in a Savings Poor Country http://seekingalpha.com/article/129052-punishing-the-savers-in-a-savings-poor-country?source=feed#comment-449032 449032 Thu, 02 Apr 2009 09:01:11 -0400 Congress' Handling of AIG Bonuses Is Shameful http://seekingalpha.com/article/127977-congress-handling-of-aig-bonuses-is-shameful?source=feed#comment-440830 440830 Thu, 26 Mar 2009 09:43:14 -0400 Preview from Europe: Does the Rally Have Legs? http://seekingalpha.com/article/126117-preview-from-europe-does-the-rally-have-legs?source=feed#comment-427519 427519 Mon, 16 Mar 2009 10:18:41 -0400 The Bear Market Takes a Breather http://seekingalpha.com/article/124700-the-bear-market-takes-a-breather?source=feed#comment-418027 418027 Sun, 08 Mar 2009 12:21:33 -0400 Pension Underfunding: The Next Earnings Shock? http://seekingalpha.com/article/124655-pension-underfunding-the-next-earnings-shock?source=feed#comment-418023 418023

On Mar 08 11:18 AM optionsgirl wrote:

> What about T? I read somewhere that AT & T is also underfunded.
> Does anyone know their story?]]>
Sun, 08 Mar 2009 12:19:47 -0400

On Mar 08 11:18 AM optionsgirl wrote:

> What about T? I read somewhere that AT & T is also underfunded.
> Does anyone know their story?]]>
Bank of America: A Risky Bet That May Be Worth It - Barron's http://seekingalpha.com/article/124633-bank-of-america-a-risky-bet-that-may-be-worth-it-barron-s?source=feed#comment-418001 418001
M2M is mark to market.

Bank rules on mark to market accounting are not as severe as in some other business segments so not sure what good M2M rule change will do for BOA either.]]>
Sun, 08 Mar 2009 12:00:00 -0400
M2M is mark to market.

Bank rules on mark to market accounting are not as severe as in some other business segments so not sure what good M2M rule change will do for BOA either.]]>
The Rally, When It Comes, Will Be a Doozy http://seekingalpha.com/article/124602-the-rally-when-it-comes-will-be-a-doozy?source=feed#comment-417060 417060

On Mar 06 09:09 PM Paulo wrote:

> Well, if there is a huge rally (and at some point there will be),
> it might provide an opportunity to those who averaged down (among
> other strategies) a chance to bail out of positions they no longer
> want to hold (particularly if currency variables are favourable).]]>
Sat, 07 Mar 2009 09:14:25 -0500

On Mar 06 09:09 PM Paulo wrote:

> Well, if there is a huge rally (and at some point there will be),
> it might provide an opportunity to those who averaged down (among
> other strategies) a chance to bail out of positions they no longer
> want to hold (particularly if currency variables are favourable).]]>
Five Things That Could Resuscitate the Markets http://seekingalpha.com/article/124467-five-things-that-could-resuscitate-the-markets?source=feed#comment-415669 415669 Fri, 06 Mar 2009 08:39:49 -0500 The Dow: An Historical Perspective http://seekingalpha.com/article/124518-the-dow-an-historical-perspective?source=feed#comment-415652 415652 Fri, 06 Mar 2009 08:32:33 -0500 Was the Global Equities Crash Related to Obama's Election? http://seekingalpha.com/article/123331-was-the-global-equities-crash-related-to-obama-s-election?source=feed#comment-408219 408219 Sun, 01 Mar 2009 15:00:39 -0500 Was the Global Equities Crash Related to Obama's Election? http://seekingalpha.com/article/123331-was-the-global-equities-crash-related-to-obama-s-election?source=feed#comment-408194 408194

On Mar 01 08:28 AM seekingtraceevidence wrote:

> Your call is interesting and likely has some merit. But, at the same
> time SEC's Cox had just banned short selling on the financials (had
> previously told the world that he was not monitoring short selling
> because the spreads made the up-tic rule to difficult to enforce)
> and basically gave a green lignt to the shorts. Certainly, Obama's
> election added gloom and uncertainty to a financial system in which
> changing rules were raising the risk to capital rapidly. AND THEN,
> there were the bank's margin calls!!
> I would call the collapse as one due to "changes of uncertain outcome."]]>
Sun, 01 Mar 2009 14:45:41 -0500

On Mar 01 08:28 AM seekingtraceevidence wrote:

> Your call is interesting and likely has some merit. But, at the same
> time SEC's Cox had just banned short selling on the financials (had
> previously told the world that he was not monitoring short selling
> because the spreads made the up-tic rule to difficult to enforce)
> and basically gave a green lignt to the shorts. Certainly, Obama's
> election added gloom and uncertainty to a financial system in which
> changing rules were raising the risk to capital rapidly. AND THEN,
> there were the bank's margin calls!!
> I would call the collapse as one due to "changes of uncertain outcome."]]>
Market Death Spiral Continues http://seekingalpha.com/article/123375-market-death-spiral-continues?source=feed#comment-408100 408100
Obama to Joe the plumber: "Spread the wealth around."

Sorry folks, anyone who heard the unscripted comment from Obama above and did not believe it and now has remorse needs to drag out a mirror, look into the eyes reflecting back and say "you are the reason for this." Maybe you'll like what you see in 4 years but my odds say from present performance (questionable friends, nominated tax cheats, proposed budget) you probably won't. BTW I hope my odds are wrong.
]]>
Sun, 01 Mar 2009 13:50:13 -0500
Obama to Joe the plumber: "Spread the wealth around."

Sorry folks, anyone who heard the unscripted comment from Obama above and did not believe it and now has remorse needs to drag out a mirror, look into the eyes reflecting back and say "you are the reason for this." Maybe you'll like what you see in 4 years but my odds say from present performance (questionable friends, nominated tax cheats, proposed budget) you probably won't. BTW I hope my odds are wrong.
]]>
Buffett Endorses 'Mark-to-Market' as a Producer of Ways to Profit http://seekingalpha.com/article/123344-buffett-endorses-mark-to-market-as-a-producer-of-ways-to-profit?source=feed#comment-408036 408036
MTM has probably exasperated the downturn in property valuation and will continue to do so. Unfortunately the damage has already been done.]]>
Sun, 01 Mar 2009 12:59:43 -0500
MTM has probably exasperated the downturn in property valuation and will continue to do so. Unfortunately the damage has already been done.]]>
Will Obama Be Re-elected? http://seekingalpha.com/article/123372-will-obama-be-re-elected?source=feed#comment-408009 408009 Sun, 01 Mar 2009 12:41:38 -0500 Will Obama Be Re-elected? http://seekingalpha.com/article/123372-will-obama-be-re-elected?source=feed#comment-407995 407995
So, you think its going to take 24 months......]]>
Sun, 01 Mar 2009 12:31:45 -0500
So, you think its going to take 24 months......]]>
What 'Wipe Out the Stockholders' Really Means http://seekingalpha.com/article/123345-what-wipe-out-the-stockholders-really-means?source=feed#comment-407948 407948 Sun, 01 Mar 2009 12:03:58 -0500 Bernanke Seems Clueless About the Real State of the Economy http://seekingalpha.com/article/123379-bernanke-seems-clueless-about-the-real-state-of-the-economy?source=feed#comment-407905 407905 Sun, 01 Mar 2009 11:36:56 -0500 U.S. Rejects Nationalization of Citi and BAC http://seekingalpha.com/article/121846-u-s-rejects-nationalization-of-citi-and-bac?source=feed#comment-398746 398746 Sun, 22 Feb 2009 12:47:25 -0500 Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/107288-wall-street-breakfast-must-know-news?source=feed#comment-311538 311538 Fri, 21 Nov 2008 08:20:13 -0500 Four Stock Picks for an Obama Administration http://seekingalpha.com/article/106813-four-stock-picks-for-an-obama-administration?source=feed#comment-310698 310698 Thu, 20 Nov 2008 09:03:18 -0500 GE: Not-So-Good Things Come to Light http://seekingalpha.com/article/106829-ge-not-so-good-things-come-to-light?source=feed#comment-310693 310693
I have recently been thinking about the comparison of Lucent to various companies in this "credit problem" economy. I was with AT&T at the time Lucent was flying and later worked for one of the local exchange startups that had purchased for 10% down with Lucent financing a central office. The problem with Lucent was that they leveraged their own product to keep sales higher but provided unneeded capacity, Most manufacturers are doing this, the real question is whether the product of service is oversold. The problem with Lucent's leveraging was that even before the local exchange startups came into being the local telcos in most cases had plenty of excess capacity mostly due to technological advances in fiberoptics. Of course the startups could not effectively compete with the local Bell companies so they defaulted their Lucent loans. Lucent has never recovered. In the GE case have they oversold their products (healthcare, nuclear, wind energy) so that capacity outpaces the creditors ability to pay the loan? I don't think so but who can say. I haven't heard of a competitor for the India nuclear project, is the demand there for that service and will the people of India have the money to pay? The balance sheet reflects previous performance and for this economy it is probably acceptable. The real question is can demand support the loans GE has made.]]>
Thu, 20 Nov 2008 08:54:48 -0500
I have recently been thinking about the comparison of Lucent to various companies in this "credit problem" economy. I was with AT&T at the time Lucent was flying and later worked for one of the local exchange startups that had purchased for 10% down with Lucent financing a central office. The problem with Lucent was that they leveraged their own product to keep sales higher but provided unneeded capacity, Most manufacturers are doing this, the real question is whether the product of service is oversold. The problem with Lucent's leveraging was that even before the local exchange startups came into being the local telcos in most cases had plenty of excess capacity mostly due to technological advances in fiberoptics. Of course the startups could not effectively compete with the local Bell companies so they defaulted their Lucent loans. Lucent has never recovered. In the GE case have they oversold their products (healthcare, nuclear, wind energy) so that capacity outpaces the creditors ability to pay the loan? I don't think so but who can say. I haven't heard of a competitor for the India nuclear project, is the demand there for that service and will the people of India have the money to pay? The balance sheet reflects previous performance and for this economy it is probably acceptable. The real question is can demand support the loans GE has made.]]>
The Reagan Counterrevolution http://seekingalpha.com/article/104947-the-reagan-counterrevolution?source=feed#comment-301024 301024 Sun, 09 Nov 2008 08:20:57 -0500 Free-Market Healthcare Falling Victim to Recession http://seekingalpha.com/article/104792-free-market-healthcare-falling-victim-to-recession?source=feed#comment-300640 300640 Sat, 08 Nov 2008 08:08:39 -0500 The Honeymoon Is Over: Gauging the Market with an Obama Presidency http://seekingalpha.com/article/104630-the-honeymoon-is-over-gauging-the-market-with-an-obama-presidency?source=feed#comment-300048 300048 Fri, 07 Nov 2008 09:44:12 -0500 'The Shallowest Generation': A Rebuttal http://seekingalpha.com/article/104719-the-shallowest-generation-a-rebuttal?source=feed#comment-300029 300029 Fri, 07 Nov 2008 09:30:32 -0500 Markets Upbeat After Obama Victory http://seekingalpha.com/article/104142-markets-upbeat-after-obama-victory?source=feed#comment-299214 299214 Thu, 06 Nov 2008 08:27:36 -0500 Things Could Be Worse... http://seekingalpha.com/article/103347-things-could-be-worse?source=feed#comment-295661 295661 Sat, 01 Nov 2008 08:20:57 -0400