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  • BlackBerry's QNX: Crown Jewel Or Royal Flop?  [View article]
    I have a playbook and had a bb10 til I lost it and their software is supersmooth and fast. It became very apparent after I cracked my screen on the Playbook while Microcenter was having a big tab sale. I bought a Dell 32 with Android 4.4. Very nice, 3 year +/- newer software, but actually not as good on speed and smoothness as Playbook. I still use my Playbook cracked screen and all when I want a fast Uncomplicated OS. Just a comment from the trenches.
    Oct 14, 2014. 01:48 PM | Likes Like |Link to Comment
  • With 'Progress' Like Lexicon's, Who Needs Failure?  [View article]
    It is hard to believe I have owned this stock for a decade. The opportunity cost has been devastating while the market cap is probably up 4x. Perhaps, if anything happens someone will pay around $5 for the whole company and that is what Sands doesn't want to do. I saw it happened with my Abgenix stock with Amgen.
    Nov 13, 2013. 11:12 AM | Likes Like |Link to Comment
  • Did BlackBerry Sell 9 Million Too Few Z10 Smart Phones?  [View article]
    Wrote a long thing that disappeared. So here's the take away from a former Android owner, never a BB owner, user of an AApl 3s, and user of girlfriened newest Android from her new company. The HUB, the HUB, the HUB and all it let's you do. That's all you need to know. I owned a z10 since it came out, my first BB ever. Love the Hub. I understand it does other things all good the few I've used, but we seemed to have forgotten Steve Jobs genius, it wasn't what he added to his products its what he took away. Net the High end smart phone business is in trouble as they move to the auto model of the '60s, longer, lower, wider until Toyota and VW ate their lunch.
    Jul 1, 2013. 12:05 PM | Likes Like |Link to Comment
  • 15 Reasons Why Apple Is A Once In A Lifetime Opportunity  [View article]
    Yes, yes it WAS....
    Jun 21, 2013. 02:07 PM | Likes Like |Link to Comment
  • Following both supply chain and sales checks, BMO joins Pac Crest in asserting BB10 (BBRY -1.4%) channel inventories are rising. "Last quarter, we assumed 300k–400k of sell-through on 1M of sell- in for BB 10 devices. We believe May could have an even larger ... discrepancy," says analyst Tim Long. He thinks strong sell-in could let FQ1 sales beat expectations, but doesn't see the momentum lasting. Long also believes FQ1 sub losses could total 2M, and sees falling emerging markets carrier ARPUs pressuring service revenue. Raymond James, meanwhile, thinks BB10 sell-through "might have been slower than expected," and forecasts sub losses of 3M. (Bernstein) (RBC[View news story]
    You know, this is not gauging the first weekend of a movie release. My sense is that sales to individuals will disappoint, corporate sales good which is OK for now. I see the product and services sales steadily gain strength with service revs on a steady upward pace as well. Unlike any other wireless system, Blackberry delivers what business and more individual want and need as they did +-15 years ago.
    I own a z10. You don't have to go past the Hub function to want it.
    Jun 21, 2013. 02:05 PM | 6 Likes Like |Link to Comment
  • Lexicon Pharmaceuticals (LXRX -3.8%) slips after Morgan Stanley cut the shares to Underweight and reduces its price target from $2 to $1.50. The firm says it's ratcheting down LX4211 sales/royalties expectations based on its analysis of the internals, which consequently leads to a lower DCF value and a reduced rating.  [View news story]
    The model the MS analyst is using for his DCF is a mystery to me. You just don't have any basis except for the estimated market and LXRX's share with a dual action drug.
    I think he is going on the subjective that they don't have a partner yet so how good can the drug be? Believe me after 45 years in the business about 1/2 of it as a sell side institutional research salesman (broker to most of you) there is soo much shooting from the hip. Understand analyst time is maybe 1/4 doing office research, maybe 1/4 seeing companies and 50%+ traveling with guys like me pitching institutions on his firm and ideas. Garage in, garage out.... LOL. Make that Garbage in, garbage out---but garbage is in the garage... Obviously the point is even the brightest don't have the time to be creditable, particularly when Gorman the animal is running the place.
    Jun 11, 2013. 12:55 PM | Likes Like |Link to Comment
  • Lexicon Pharmaceuticals' CEO Presents at 38th Annual dbAccess Health Care Conference (Transcript)  [View article]
    Excellent. Much more informative than previous presentations.
    May 30, 2013. 10:35 AM | Likes Like |Link to Comment
  • ARM's (ARMH) CPU cores are going into Baidu's data centers ... and they might also wind up in human stomachs. Marvell (MRVL) says Baidu will use its ARM-based Armada XP server CPUs in systems handling cloud storage services. Meanwhile, Freescale (FSL) has developed an ARM-based microcontroller that measures just 1.9 x 2 mm, and says it's working with customers/partners on "products that can be swallowed." Though ARM mobile and server chips get more press, the company's growing microcontroller share is driving much of its unit growth. (previous[View news story]
    Are you a shill for ARM? ARM makes money on huge volume, this isn't it.
    Mar 6, 2013. 11:29 PM | Likes Like |Link to Comment
  • 15 Reasons Why Apple Is A Once In A Lifetime Opportunity  [View article]
    Value trap. It's a manufacturing company i.e. Whirlpool, former Maytag, etc. In the case of Maytag, great product, high margin, innovative, tried to go a little down market--gone.
    Feb 7, 2013. 02:28 PM | Likes Like |Link to Comment
  • Lexicon (LXRX -10.8% to $2.23) sinks sharply after pricing an offering of 17.5M shares at $2.25 each, a 10% discount to yesterday's close. The net proceeds will be $37.2M, which the biotech plans to use for R&D. The underwriters have an option to purchase another 2.625M shares. (PR[View news story]
    What does this mean about a big pharmacy partnership? Looks like they want to get deeper into phase iii to get a better deal. I don't think it's enough to go it alone. 4211 is a huge prospect, statin like sales at its peak.
    Oct 18, 2012. 11:40 AM | Likes Like |Link to Comment
  • 15 Reasons Why Apple Is A Once In A Lifetime Opportunity  [View article]
    Best marketing along with Coke is write. I mean think about it, the 5 will have LTE and its a big deal. Many phones have had it for a year. There iPod was heavy v. say Sandisk's 1000 song player at 5-10X the price with no FM, BUT 15,000 song capacity. Am I going to spend $10,000 on songs? But it was a big deal. Finally the iPod got thin and light-still no FM-but because of market the cool factor they got away with it. I don't know how lo9ng this can last. Marketing kept Apple from becoming the Bang and Olufson of mobile devices, great design, under powered and very expensive. Tastes can be fickled, and needless to say the story is out, hence the low multiple.
    Jul 26, 2012. 11:59 AM | Likes Like |Link to Comment
  • 15 Reasons Why Apple Is A Once In A Lifetime Opportunity  [View article]
    Apple is the best marketing company ever. They have made "'cool" a must have to the point that some people are embarrassed to carry the once very cool, Blackberry. Without the marketing genius driving the company and with other companies creating pretty cool products, it may be tough going as it was with RIM. Cooke is a production guy not a marketing guy. When he tries to talk/spin like Jobs, it sounds a little silly to me. The P/E in the face of an utter love affair from the media, analysts, even more than BB in its hay-day, is telling us something, like a value trap.
    Jul 26, 2012. 10:30 AM | 3 Likes Like |Link to Comment
  • Will The RIM-Pire Strike Back?  [View article]
    Enough with the 20 million, give or take, apps. If communication only had to be "reliably/fast enough" MySpace would still dominate social media, not Facebook. I really don't NEED 1000 bar code scanners on my Smart phone, just one.
    Jul 24, 2012. 09:38 AM | 3 Likes Like |Link to Comment
  • The NYT shines a light on a nice little racket that doctors have got going in some states, where they're allowed to dispense drugs to patients at massive markups. E.g. heartburn pill Zantac costs 35 cents a pop in a drug store but $3.25 in a surgery. It's costing taxpayers, insurance companies and employers hundreds of millions a year.   [View news story]
    Dumbass you want to be invested in progress. 30 years as a journalist? Have you know learning curve?
    Jul 21, 2012. 03:35 PM | Likes Like |Link to Comment
  • Top 10 Reasons Microsoft Surface Is DOA  [View article]
    DOA, what a clique! Speaking of DOA, I am not writing this on a "Lisa." On Apple is oh sooo cute. They railed against Big Brother in their 1984 commercial as a set up to be the underdog to be Big Brother and dominate the World of technology. The world will wise up when they stumble, which is inevitable.
    Jul 17, 2012. 11:34 AM | Likes Like |Link to Comment