desicon's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/276428/comments http://seekingalpha.com/article/175285-will-obama-replace-geithner-with-dimon?source=feed#comment-780009 780009
What matters most is the man at the top. Why is it everyone running like chicken with the head cut? Am I the only one seeing the naked emperor?]]> Fri, 27 Nov 2009 18:48:53 -0500
What matters most is the man at the top. Why is it everyone running like chicken with the head cut? Am I the only one seeing the naked emperor?]]> http://seekingalpha.com/article/172448-pfizer-s-cutbacks-reflect-difficulties-facing-big-pharma?source=feed#comment-753955 753955 Tue, 10 Nov 2009 11:59:29 -0500 http://seekingalpha.com/article/170766-why-does-comcast-want-nbc?source=feed#comment-742627 742627
US is becoming like 3rd world countries where corporations can add political clout to their intangible assets.]]> Tue, 03 Nov 2009 13:20:59 -0500
US is becoming like 3rd world countries where corporations can add political clout to their intangible assets.]]> http://seekingalpha.com/article/167012-pfizer-wastes-no-time-realizing-cost-efficiencies?source=feed#comment-717911 717911 Fri, 16 Oct 2009 15:21:28 -0400 http://seekingalpha.com/article/164639-ge-ceo-immelt-misdirected-on-healthcare?source=feed#comment-703880 703880 Mon, 05 Oct 2009 13:13:09 -0400 http://seekingalpha.com/article/162879-ge-buy-on-valuation?source=feed#comment-688033 688033 Wed, 23 Sep 2009 15:12:15 -0400 http://seekingalpha.com/article/162763-exxon-mobil-is-a-buy?source=feed#comment-686299 686299 Tue, 22 Sep 2009 11:59:22 -0400 http://seekingalpha.com/article/160037-pfizer-how-to-win-or-lose-the-lottery?source=feed#comment-662449 662449
Medicines and human body do not function linearly. That is why most medicines have some adverse side effect; their overall benefits significantly outweigh the side effects. Punishing PFE with $1.2 billion will have more negative impact in terms of cost going up to make up the loss and restricted knowledge sharing thereby denying benefit to patients. Economically $1.2 billion is siphoned from private hands to government.

A lawyer CEO for the world largest pharmaceuticals company, go figure.]]> Fri, 04 Sep 2009 16:57:42 -0400
Medicines and human body do not function linearly. That is why most medicines have some adverse side effect; their overall benefits significantly outweigh the side effects. Punishing PFE with $1.2 billion will have more negative impact in terms of cost going up to make up the loss and restricted knowledge sharing thereby denying benefit to patients. Economically $1.2 billion is siphoned from private hands to government.

A lawyer CEO for the world largest pharmaceuticals company, go figure.]]> http://seekingalpha.com/article/155766-how-will-a-sustained-recovery-be-possible?source=feed#comment-628824 628824
1) To a large extent global corporation’s financial performance has been de-linked to America’s economic performance, either they are expanding abroad or cutting cost in America. So Captainccs comment is not relevant.
2) If current percentage of healthcare is 16%, then with government takeover is it going to go down? Certainly not, it will go up while quality going down. There are countless examples, within and outside of fantastically failed government programs
3) Each American is on the hook to the tune of $36,000 for their part of the federal debt. Almost, ½ the population pay no tax, what do think the other tax payers are going to do? Both capital and people are frantically moving to reduce their tax exposure
4) Leading to the next point, the cash on the sidelines will be inefficiently deployed to reduce/avoid tax or altogether leave shore, further putting a damper on the growth
5) With Obamacare small businesses have to pay 8% of the payroll to the government if they do not offer healthcare. Naturally businesses will cut cost by reducing the headcount further increasing the unemployment rate
6) Additionally Americans have barrowed to their hilt, compounding the debt load; the mirage of social security, retiring baby boomers have to cut their expenses to sustain, so the consumerism will be in hibernation for a generation now

All in all not good for economy, maybe end of life counseling is not all that inappropriate.]]> Thu, 13 Aug 2009 16:59:29 -0400
1) To a large extent global corporation’s financial performance has been de-linked to America’s economic performance, either they are expanding abroad or cutting cost in America. So Captainccs comment is not relevant.
2) If current percentage of healthcare is 16%, then with government takeover is it going to go down? Certainly not, it will go up while quality going down. There are countless examples, within and outside of fantastically failed government programs
3) Each American is on the hook to the tune of $36,000 for their part of the federal debt. Almost, ½ the population pay no tax, what do think the other tax payers are going to do? Both capital and people are frantically moving to reduce their tax exposure
4) Leading to the next point, the cash on the sidelines will be inefficiently deployed to reduce/avoid tax or altogether leave shore, further putting a damper on the growth
5) With Obamacare small businesses have to pay 8% of the payroll to the government if they do not offer healthcare. Naturally businesses will cut cost by reducing the headcount further increasing the unemployment rate
6) Additionally Americans have barrowed to their hilt, compounding the debt load; the mirage of social security, retiring baby boomers have to cut their expenses to sustain, so the consumerism will be in hibernation for a generation now

All in all not good for economy, maybe end of life counseling is not all that inappropriate.]]> http://seekingalpha.com/article/155452-just-how-important-is-ge-capital?source=feed#comment-625423 625423
GE future is now tied to the hip with the Obama administration not based on management, business strategy or product innovation.]]> Tue, 11 Aug 2009 15:09:11 -0400
GE future is now tied to the hip with the Obama administration not based on management, business strategy or product innovation.]]> http://seekingalpha.com/article/151319-why-i-bought-abbott-laboratories-despite-health-care-reform?source=feed#comment-603956 603956 Mon, 27 Jul 2009 14:29:43 -0400 http://seekingalpha.com/article/149339-healthcare-sector-poised-for-growth-and-profitability?source=feed#comment-592165 592165
In few years most of the drugs manufactured will be generic and sold to government at a previously agreed cost + 5% margin. Aging population may increase demand for drugs but only choice will be generics manufactured in some third world country.

The real opportunity is in buying those manufacturing outfits.]]> Fri, 17 Jul 2009 13:13:33 -0400
In few years most of the drugs manufactured will be generic and sold to government at a previously agreed cost + 5% margin. Aging population may increase demand for drugs but only choice will be generics manufactured in some third world country.

The real opportunity is in buying those manufacturing outfits.]]> http://seekingalpha.com/article/146582-modeling-boeing-s-share-price?source=feed#comment-572167 572167 Thu, 02 Jul 2009 16:56:33 -0400 http://seekingalpha.com/article/146146-ge-s-imagination-at-work?source=feed#comment-568600 568600
This still does not absolve Immelt of his incompetence. The mark of an exceptional conglomerate is not to gamble the future of entire company by skewing heavily for profit on one line of business. Immelt failed miserably and should not be trusted with CEO responsibilities going forward.]]> Tue, 30 Jun 2009 12:41:10 -0400
This still does not absolve Immelt of his incompetence. The mark of an exceptional conglomerate is not to gamble the future of entire company by skewing heavily for profit on one line of business. Immelt failed miserably and should not be trusted with CEO responsibilities going forward.]]> http://seekingalpha.com/article/145032-india-projected-to-be-the-fastest-growing-economy-in-2010?source=feed#comment-560924 560924
In addition to government interference of the free market; high government debt, projected high inflation and nationalization of healthcare will keep the economy bogged down. Also, if cap & trade pass you can expect whatever manufacturing that is left will also shift to China & India.



On Jun 24 08:19 AM Bandwagon2009 wrote:

> And in my opinion it would grow even faster, and be more sustainable,
> if they got rid of the last vistages of the "license raj".
>
> I will take an un-controlled, chaotic, anarchic, creative, innovative
> economic model, over state control anyday...which is why I believe
> that inspite of the recent hiccups the US economy is going to be
> more robust in the long term than the our friend in Europe.
>
> For India's sake though I hope the growth percolates down to the
> 2/3 of the population who still on the edge of abject poverty. What
> we need is torrent, and not a trickle "down".]]> Wed, 24 Jun 2009 16:53:11 -0400
In addition to government interference of the free market; high government debt, projected high inflation and nationalization of healthcare will keep the economy bogged down. Also, if cap & trade pass you can expect whatever manufacturing that is left will also shift to China & India.



On Jun 24 08:19 AM Bandwagon2009 wrote:

> And in my opinion it would grow even faster, and be more sustainable,
> if they got rid of the last vistages of the "license raj".
>
> I will take an un-controlled, chaotic, anarchic, creative, innovative
> economic model, over state control anyday...which is why I believe
> that inspite of the recent hiccups the US economy is going to be
> more robust in the long term than the our friend in Europe.
>
> For India's sake though I hope the growth percolates down to the
> 2/3 of the population who still on the edge of abject poverty. What
> we need is torrent, and not a trickle "down".]]> http://seekingalpha.com/article/143714-ge-capital-back-in-the-game-to-win?source=feed#comment-559140 559140
The real culprit is Immelt. I am surprised to hear no peep about him.]]> Tue, 23 Jun 2009 12:51:33 -0400
The real culprit is Immelt. I am surprised to hear no peep about him.]]> http://seekingalpha.com/article/144215-how-obama-s-new-financial-rules-might-bite-ge?source=feed#comment-557635 557635
1)GE's performance under his tenure. Don’t blame it on the broad market.
2)For chumming with the President to gain political cover for his failures, instead of stewarding the company to better future
3)Prostituting GE’s assets (NBC, MSNBC) to provide biased political coverage to save his rear end from getting kicked out of his CEO position
4)Making false statements about dividend payouts
5)Failure to demonstrate CEO skills to lead a large company like GE]]> Mon, 22 Jun 2009 13:00:35 -0400
1)GE's performance under his tenure. Don’t blame it on the broad market.
2)For chumming with the President to gain political cover for his failures, instead of stewarding the company to better future
3)Prostituting GE’s assets (NBC, MSNBC) to provide biased political coverage to save his rear end from getting kicked out of his CEO position
4)Making false statements about dividend payouts
5)Failure to demonstrate CEO skills to lead a large company like GE]]> http://seekingalpha.com/article/142214-bing-is-off-to-a-very-good-start?source=feed#comment-538852 538852
Off late the Google search has been providing search results that probably pay them instead of search relevance. In the last couple of days I have been comparing Bing and Google, I am seeing Bing results to be more pertinent and useful than Google. I also like the Bing screen background better than Google.]]> Tue, 09 Jun 2009 12:01:09 -0400
Off late the Google search has been providing search results that probably pay them instead of search relevance. In the last couple of days I have been comparing Bing and Google, I am seeing Bing results to be more pertinent and useful than Google. I also like the Bing screen background better than Google.]]> http://seekingalpha.com/article/131762-inflationary-prognosis-leads-us-back-to-gold?source=feed#comment-533992 533992 Fri, 05 Jun 2009 15:31:42 -0400 http://seekingalpha.com/article/138806-after-sun-is-red-hat-the-next-takeover-candidate?source=feed#comment-513583 513583
I said that too, seekingalpha.com/user/...

IBM does not need to acquire RHT. In fact an independent RHT is better equipped to compete.]]> Thu, 21 May 2009 18:29:44 -0400
I said that too, seekingalpha.com/user/...

IBM does not need to acquire RHT. In fact an independent RHT is better equipped to compete.]]> http://seekingalpha.com/article/138693-why-i-m-exiting-cisco?source=feed#comment-513111 513111
CSCO's strategy to enter the server market is a bad strategy. The odds of success are low. Cloud/grid computing are not disruptive technologies. It is unlikely CSCO has any technological competitive advantage. It would have been a better strategy to follow acquisition model instead of building it. In the past CSCO was successful by acquiring companies for its technology products and integrating it well with its business model. Now they have invited its competitors to sharply focus on execution in CSCO’s core business, while they will be mired with what they have bit.
]]> Thu, 21 May 2009 13:03:54 -0400
CSCO's strategy to enter the server market is a bad strategy. The odds of success are low. Cloud/grid computing are not disruptive technologies. It is unlikely CSCO has any technological competitive advantage. It would have been a better strategy to follow acquisition model instead of building it. In the past CSCO was successful by acquiring companies for its technology products and integrating it well with its business model. Now they have invited its competitors to sharply focus on execution in CSCO’s core business, while they will be mired with what they have bit.
]]> http://seekingalpha.com/article/138222-here-we-go-again-no-micropayments-won-t-save-journalism?source=feed#comment-510099 510099 Tue, 19 May 2009 14:40:16 -0400 http://seekingalpha.com/article/138222-here-we-go-again-no-micropayments-won-t-save-journalism?source=feed#comment-508607 508607 finance.yahoo.com/news...

Even NYT has validated that they have no reason to exist.
]]> Mon, 18 May 2009 14:48:39 -0400 finance.yahoo.com/news...

Even NYT has validated that they have no reason to exist.
]]> http://seekingalpha.com/article/137612-new-york-times-should-get-a-major-mogul-bailout?source=feed#comment-505774 505774
The familiar arguments based on traditional factors such as economy, cost management and so on are nothing but smoke & mirror. Sane money would not touch NYT with a 10 foot pole. Any investment can only be based on dogma and nostalgia. ]]> Fri, 15 May 2009 15:52:11 -0400
The familiar arguments based on traditional factors such as economy, cost management and so on are nothing but smoke & mirror. Sane money would not touch NYT with a 10 foot pole. Any investment can only be based on dogma and nostalgia. ]]> http://seekingalpha.com/article/137893-is-an-ibm-purchase-of-red-hat-inevitable?source=feed#comment-505450 505450 NOVL) is a better buy for IBM than Red Hat (RHT).

NOVL products range compliments much better than RHT products for IBM to extend its integration services and business process management.]]> Fri, 15 May 2009 12:46:38 -0400 NOVL) is a better buy for IBM than Red Hat (RHT).

NOVL products range compliments much better than RHT products for IBM to extend its integration services and business process management.]]> http://seekingalpha.com/article/136913-sorry-rupert-micropayments-mean-microprofits?source=feed#comment-499390 499390
Legacy businesses have to quickly adapt to these new realities despite shrinking volume. At least it will allow them to operate on new viable business model. Otherwise like NYT sure death is just a matter of when.]]> Mon, 11 May 2009 15:53:15 -0400
Legacy businesses have to quickly adapt to these new realities despite shrinking volume. At least it will allow them to operate on new viable business model. Otherwise like NYT sure death is just a matter of when.]]> http://seekingalpha.com/article/136938-to-be-a-ford-dealer?source=feed#comment-499131 499131
The competitive strengths for the auto industry, particularly for Ford is not efficiency, better product line up and etc., It is hot to compete with Uncle Sam?

With regard to price Ford cannot compete with the bottomless subsidy from Uncle Sam to GM and Chrysler. With Uncle Sam and UAW as partners GM and Chrysler will never be portrayed as losers, which means anything and everything to protect GM and Chrysler is fine. If Ford has to survive then there is no alternative other than join the consortium. Foreign auto companies are also exposed, at least they do not have to contend with the negative stigma associated with the big 3.

Smart money will get out of Ford fast.]]> Mon, 11 May 2009 13:03:31 -0400
The competitive strengths for the auto industry, particularly for Ford is not efficiency, better product line up and etc., It is hot to compete with Uncle Sam?

With regard to price Ford cannot compete with the bottomless subsidy from Uncle Sam to GM and Chrysler. With Uncle Sam and UAW as partners GM and Chrysler will never be portrayed as losers, which means anything and everything to protect GM and Chrysler is fine. If Ford has to survive then there is no alternative other than join the consortium. Foreign auto companies are also exposed, at least they do not have to contend with the negative stigma associated with the big 3.

Smart money will get out of Ford fast.]]> http://seekingalpha.com/article/136074-business-intelligence-and-data-warehousing-what-s-next?source=feed#comment-494284 494284
In most IT shops BI/DW was more an afterthought. Predominantly BI/DW projects were like prototype or addressed a narrow realm of information needs. Only recently the organization maturity is coming around to view BI/DW as an important tool to be ubiquitously integrated as part of the overall IT strategy. IBM is well positioned to make it possible with vast array of tools and services. In fact technologically IBM has superior expertise in commercial data mining solutions.
]]> Thu, 07 May 2009 14:36:36 -0400
In most IT shops BI/DW was more an afterthought. Predominantly BI/DW projects were like prototype or addressed a narrow realm of information needs. Only recently the organization maturity is coming around to view BI/DW as an important tool to be ubiquitously integrated as part of the overall IT strategy. IBM is well positioned to make it possible with vast array of tools and services. In fact technologically IBM has superior expertise in commercial data mining solutions.
]]> http://seekingalpha.com/article/134043-honeywell-a-multi-year-buy-under-30?source=feed#comment-490765 490765 Tue, 05 May 2009 15:25:28 -0400 http://seekingalpha.com/article/135241-will-nbc-s-strategy-improve-ad-sales?source=feed#comment-490469 490469 Tue, 05 May 2009 12:52:50 -0400