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  • Wall Street: Dumb as It Ever Was [View article]
    I agree that the monthly number, e.g., +- 15,000 does not matter, nor does the %+- a few tenths.

    However, to those who are trying to see if the economy is turning around the slowing of job cuts over the past three months is significant. Why? Because job cuts must slow before we see growth.
    Nov 6 01:14 PM | 2 Likes Like |Link to Comment
  • Today's Pullback Surpasses 2009 Mean [View article]
    Bill's point points about the 1034 pull back level and brave souls should have a long bias looks pretty good Mondy at 10:30 am. But he made the call at the darkest hour, i.e., when the maket closed Friday.
    Nov 2 10:30 AM | Likes Like |Link to Comment
  • Today's Pullback Surpasses 2009 Mean [View article]
    This is very useful information in light of the near panic of today's action.
    Oct 30 04:13 PM | 1 Like Like |Link to Comment
  • Apple Gaining Ground in Smartphone Race [View article]
    The comments above reflect the conventional Wall Street perspective. Who knows they might be right. But there is no evidence of it.

    RIMM has 32 million subscribers which is up from 14 million subscribers just a couple of years ago. Moreover, if you study the market share graph RIMM's share in July 2007 was 38%. It is 40% now. AAPL's rise did not come at RIMM's expense as most assume.

    Far from going out of business, RIMM is enjoying very substantial sales. In their 2Q their sales were 8.2 million, up from 6.1 million for the prior year. In 3Q they expect 9.5 million up from 6.7 million for the year ago period.

    A year ago I owned RIMM's stock when the Street was down on RIMM for investing in new phones and the Street was dead wrong about that. The new phones are what are now enabling them to compete.

    A major complaint against RIMM is that they expect the average price of their sold phones to decrease some $25 . The company argues that it is smart business to grab a leadership position in a growing business. With the kind of subscriber growth that they have enjoyed who are we to second guess them.

    Again, I am not long RIMM at the present time.

    But I do have a BlackBerry Curve and I have no plans to give it up. I have been very impressed by how smoothly it works compared to a smart phone I had from another company.
    Oct 29 04:40 PM | 3 Likes Like |Link to Comment
  • Apple Gaining Ground in Smartphone Race [View article]
    This is a very high quality article with some very good information. But I think that RIMM is very undervalued. A graph in the article clearly shows AAPL's rise but it also shows that the vast majority of that rise did not come at RIMM's expense. It also shows that RIMM is far from going away.

    And for you gross margin folks RIMM's gross margin is about 10 points better than AAPL. AAPL is a great company. But everyone knows that. What the market does not seem to appreciate is RIMM. I don,t own because my strategy is too short term to stay with it. But a long term investor should take a long look at RIMM.
    Oct 29 03:14 PM | 1 Like Like |Link to Comment
  • Bill Gross: Six Month Rally Is 'At Its Pinnacle' [View article]
    Bill knows what he has to say to convince people to accept low interest rates in the face of economic recovery and great return opportunities.

    We have just heard from a lot of companies that are reported increased economic activity and better than expected results.
    If we evaluate Bill's remarks from the top down we might be able to frighten ourselves into thinking it made some sense. But if you start looking at specific companies like CAT, NE, or JPM it is hard to understand where he is coming from. China is growing and they need CAT. Drilling activity is picking up as oil is in a profitable range so NE is going up. And I never have heard anyone say that JPM has topped out.
    Oct 28 02:25 PM | 3 Likes Like |Link to Comment
  • Dollar Forced to Abdicate Its Throne [View article]
    Peter regretably your argument is now dated. You see today the bears are concerned about the strong dollar. Don't worry just use word search and replace "weak" with "strong". Could it be that the dollar is trading in a range?
    Oct 27 04:21 PM | 1 Like Like |Link to Comment
  • Will Windows 7 Resurrect IT Spending? [View article]
    A very interesting comment (below) that can also be applied to the smart phone market. With respect to a different technical area, i.e., operating systems, you have illlustrated RIMM's point that it would be foolish to price skim given the importance of gaining and holding lead positon in an expanding industry. Ironically the same folks are involved AAPL and to some extent MSFT.

    Oct 04 12:53 PM Roger Knights wrote:

    > Apple missed a great chance to grab major market share (and unending
    > revenues from new buyers going forward) when it failed to cut Mac
    > prices during MSFT's vulnerable Vista period. Apple had lots of cash
    > in the bank and would not have suffered from reduced margins. If
    > anything, it would have more than made up for lower margins with
    > higher volume. Apple's recent cuts are too little too late. It's
    > doing well, but it could have done insanely great and have twice
    > the market share it now enjoys. It won't get such a chance again.
    Oct 6 06:43 PM | Likes Like |Link to Comment
  • A Market Rally in Monopoly Money [View article]
    Thought provoking, but ignores the stimulative impact of the additional U.S. dollars. The additional dollars facilitate the creation of real economic activity that otherwise would not happen. Although the dollar slips as he rightly points out there is real economic gain as underutilized material and human resources are put to work without triggering inflation.
    Oct 6 06:12 PM | Likes Like |Link to Comment
  • RIMM Fundamentals Strong  [View instapost]
    I appreicate the sound analysis but would point out that at the current price of around $66 the 1 year price target of $93 represents s a gain of over 40%.
    Oct 5 03:14 PM | Likes Like |Link to Comment
  • Expect RIM Turnaround in Back Half of 2009 - UBS [View article]
    First, It seems like only the full time analysts like Mr. Huang appreciate RIMM these days.

    Second, I had a Motorola smart phone and if my experience is typical RIMM has nothing to worry about.

    Third, I wouldn't bet on Palm's chances of outlasting RIMM. What amazes me is that a lot of people want to make that bet, which is of course their right. But I for one will take the other side of the trade esepcially given the price I can get RIMM for vs. Palm.
    Jun 29 07:27 PM | Likes Like |Link to Comment
  • Market Outlook, Fourth of July Edition: Four Stocks to Honor the U.S President [View article]
    I agree that RIMM seems like a buying opportunity especially at today's $69.35 pull-back price. I look to RIMM's (1) dominate market share(2) entrenched position with business, (3) $90 1 year price target as point's that suggest the stock is a buy. I also believe that management has shown that it is up to the challenge of competing with giants.

    Jun 25 06:30 PM | Likes Like |Link to Comment
  • Why This Week's Treasury Auctions Are So Important [View article]
    The dollar's strength will come down to the strength of the U.S. economy. If printing money jump starts the economy so be it. Real economic waste is 10% of the population not contributing to GNP growth, and it is that kind of waste that is the real economic threat to the dollar.
    May 26 07:15 PM | 2 Likes Like |Link to Comment
  • Weekly ETF Rewind: Still Treating This Runup with Respect [View article]
    This provides a great view of what's going on in the market and its sectors.
    May 24 12:47 PM | Likes Like |Link to Comment
  • Commercial Real Estate Debt Rally Continues [View article]
    I would like to hear comments about the implications of this for REIT equities such at the IYR. Is this good news because REITS can refinance?
    May 24 09:43 AM | Likes Like |Link to Comment