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Qniform

Qniform
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  • How Networking Helps Digital Realty Distance Itself From The Competition [View article]
    "Retrofitting an existing data center to manage the power and cooling required can be prohibitively expensive."

    True if you really mean "can be." Any properly designed data center (DLR modular designs in particular) should not have vey much problem implementing such an upgrade, and since they're paid on a Kw basis, a new lease with increased requirements would have them amortized in the rate. Now, if you're talking about Ubiquity, the comment is on target.
    Mar 19 12:46 PM | Likes Like |Link to Comment
  • Why I Bought China Mobile This Week [View article]
    "It’s hard to make a positive case to invest in China Mobile right now"

    Based on his analysis, no telecom would be a good investment. All of them face the exact same pressures. Sorry, but I don't file CHL or VZ under the same investment class as Spotify or WeChat.
    Mar 19 09:10 AM | Likes Like |Link to Comment
  • Things Look A Little Shaky For Philip Morris [View article]
    The headwind effects are the same as experienced for the past 10 years. Further, the currency effects are a good reason to own PM: no one will complain when they reverse, or when there are profits from hedges (as is usually the case). I'd like to see empirical data that shows a diminishment in revenue from price increases. Brand loyalty is very powerful in this space.

    Disclosure: Short PM puts (hoping to be assigned for quite some time now).
    Mar 18 08:30 PM | Likes Like |Link to Comment
  • Intel's Economic Moat [View article]
    EK-S, I think the rule stating "No business solicitations or advertising" is violated when a registration is required to view linked material. Every time I've reported this (when there was clearly no other purpose for the link) SA has removed the comment(s) even when no login was required.

    Incidentally, a log in to a webinar is SOP even for earnings calls, so I don't think the concern would apply. Maybe someone wants to test it in this case, but I don't. :) Thanks again.
    Mar 18 11:41 AM | Likes Like |Link to Comment
  • J.C. Penney Is A Natural Comeback Story [View article]
    "Does SA set a framework for writers or commentators?" You have been around enough to have empirical data from observation. There's some really sloppy stuff here - articles and comments. All present company excepted, of course :)))
    Mar 18 11:19 AM | 1 Like Like |Link to Comment
  • Cimatron - Entering The 3-D Printing Software Market With Record Growth And Trailing P/E Of 16 [View article]
    You mistook my reference amid your sound and fury. Good luck.
    Mar 18 09:12 AM | 1 Like Like |Link to Comment
  • How Networking Helps Digital Realty Distance Itself From The Competition [View article]
    Hi P31. Your analogy would be better if you compare Sysco and McDonalds. But everyone seems to be all over the map in analyzing what seems a very simple model in DLR. Good luck to you as well.
    Mar 18 01:53 AM | Likes Like |Link to Comment
  • Cimatron - Entering The 3-D Printing Software Market With Record Growth And Trailing P/E Of 16 [View article]
    Oh, we believe you. It just doesn't matter very much.
    Mar 17 09:05 PM | Likes Like |Link to Comment
  • How Networking Helps Digital Realty Distance Itself From The Competition [View article]
    I second glorsk87's comment to the extent that even when AMZN and GOOG want to run data in-house, there is always a market for DLR's modular space to smooth the huge capacity peaks and valleys. As for cost advantages to the small user, I simply repeat that DLR has not relied on that market to produce revenue to date, and add that there is no real comp on what the hypothetical costs would turn out be.

    My main point is that mission critical and/or proprietary data will NEVER be trusted to GOOG and AMZN who have their own agendas about data usage. As an individual, I don't entrust my personal data to the cloud for that reason. As a small business owner, I would have avoided the shared server for the same reasons.
    Mar 17 02:18 PM | Likes Like |Link to Comment
  • J.C. Penney Is A Natural Comeback Story [View article]
    We don't seem to be communicating. You would still be in court. Here.
    Mar 17 01:23 PM | 1 Like Like |Link to Comment
  • J.C. Penney Is A Natural Comeback Story [View article]
    Sorry doggy. You're dreaming. I've had to defend my corporate shield. Obviously you have not.
    Mar 17 01:02 PM | 1 Like Like |Link to Comment
  • Why You Should Invest Like A Tortoise, Not Like A Hare [View article]
    Thanks for the excellent article on investment strategy, with which I'm in wholehearted agreement. It would be remiss, however, to paint an entirely rosy picture. There have been several decades long periods which would have been disastrous had one been starting retirement draw downs. See various calculations with nominal, real, reinvested dividend, etc. returns at http://bit.ly/10hkXsK. Nothing is risk free. TANSTAAFL.
    Mar 17 12:57 PM | Likes Like |Link to Comment
  • Intel's Economic Moat [View article]
    Patton - "Hold 'em by the nose with contact, kick 'em in the ass with maneuver." Gotta love him.
    Mar 17 12:32 PM | 1 Like Like |Link to Comment
  • Intel's Economic Moat [View article]
    You're welcome. FWIW, when someone is credible (as you are) I usually visit the business site they list on their profile page anyway. If you use redirect metrics, you might evaluate the time spent on SA in that way. Good luck, and thanks again for the article.
    Mar 17 12:29 PM | Likes Like |Link to Comment
  • J.C. Penney Is A Natural Comeback Story [View article]
    CS, Liability is not the question. You wouldn't lose, you would be litigated. Either is costly. The responders who don't find a litigious risk credible are the ones who are not living in the real world. I think the legal risk on SA is minimal, but I also would not consider the reward (ego, altruistic, or financial) sufficient to the risk.
    Mar 17 10:29 AM | 1 Like Like |Link to Comment
COMMENTS STATS
2,304 Comments
1,444 Likes