MRZ

Stimulus Puts Railroads on Fast Track to the Future

Airlines will not get pulverized, they still exist in Europe and really competitively priced...


On Apr 17 08:17 AM conceptwizard wrote:

> Most major countries of the world have a high speed rail system,
> that works by the way. They also have trains that run on Hydrogen
> nowadays so this will meet the green machine requirements for Obamas
> new US dream. The downside will be the Airline stocks will continue
> to get pulverized. This is a great move and equals in political aspirations
> to the interstate projects of the past. If your looking for new green
> investment opportunities that are "to big to fail" this would be
> on my list. Check out "Bbombardier" they do most of the China and
> Japan rail systems. Private Investors should jump on board this project
> with the Government involved, look for politically connected corporations
> in these lines of work.

Citi's Earnings Leave Much Room for Concern

The banks made bad loans for the last 8 years, creating this housing bubble. What is happening right now is the refinancing of those loans... So from my point of view those bad loans don't look that bad anymore...

Citigroup's high growth areas are not growing that fast if at all anymore... however on the long run Citigroup's global presence will be a huge advantage... unless WWIII comes...

The share conversion will impact the stock the most, right now it has been delayed... from my point of view there is more short squeezes to come in this stock ....

Sun Needs IBM, Not Vice Versa

Based on news, the board unanimously rejected the offer, and that includes 2 members from SEM, they own 20+ % of the sun common...

If sun with revenue of 12B$ (includes 1B$ revenue loss for this year) is valued at 7B$.

As a comparison: Redhat with 0.5B revenue is valued at 3.5B by the market.

Sun valuation can change dramatically if the right cuts and optimizations are done. Even if they loose 5b$ of revenue they can have a market valuation larger than 7B$ that IBM offered.

Sun is on the right track, Solaris is doing well against Linux, Linux is trying to fight the loss of mind share in the storage space: lkml.org/lkml/2008/10/...... with technologies like: Java, XVM, Netbeans, MYSQL, Open Office combined with cloud services.... I see a good chance of Sun beeing worth a lot more than IBM offers in the not so distant future...

Nobody I know has a good opinion about IBM services, or IBM technologies like Websphere, developers around me are switching away from eclipse to netbeans...

Sun Needs IBM, Not Vice Versa

Based on news, the board unanimously rejected the offer, and that includes 2 members from SEM, they own 20+ % of the sun common...

If sun with revenue of 12B$ (includes 1B$ revenue loss for this year) is valued at 7B$.

As a comparison: Redhat with 0.5B revenue is valued at 3.5B by the market.

Sun valuation can change dramatically if the right cuts and optimizations are done. Even if they loose 5b$ of revenue they can have a market valuation larger than 7B$ that IBM offered.

Sun is on the right track, Solaris is doing well against Linux, Linux is trying to fight the loss of mind share in the storage space: lkml.org/lkml/2008/10/...... with technologies like: Java, XVM, Netbeans, MYSQL, Open Office combined with cloud services.... I see a good chance of Sun beeing worth a lot more than IBM offered in the not so distant future...

Nobody I know has a good opinion about IBM services, or IBM technologies like Websphere, developers around me are switching away from eclipse to netbeans...

The End Is Near for Sun; IBM's Its Best Option

Too bad search engines pick up garbage like this...

IBM Wants to Buy Sun - Why?

Hey Sramana if you can't figure out why, I recommend writing about something you are more familiar with...

Confidence in Banks and Government While Fools Reign Supreme

with daily gains or drops of 20-30% who can fault speculator for taking advantage ? A bit of balls, a bit of luck and you can make some nice money in this market... If you are a larger trader, you can also manipulate the market... And then the ponzi effect, makes shorting quite a sure way of making monney...

Fast Money: Who Will Be the First to Repay TARP Funds (2/27/09)

C did an excellent move by "stiffing" the shareholders, maintaining the credit rating is way more important on the long run, remember they are a bank!!!! They will also save the dividend they were paying on that Tarp money.

Sun CEO's Claim That JavaFX Is the Fastest Growing RIA Platform: Completely Untrue

Jonathan as Sun CEO uses his blog to promote Sun products, nothing unexpected here. Do I expect him to exagerate and twist everything in a positive light for SUN? Hell yes!

My question is: What is your agenda?

Each developer knows that javafx will run everywhere where java runs, and that is a lot more places than Flash and Silverlight runs.

We also know that javafx is not production ready yet.

I do also believe that being opensource it has a better chance to be way more robust than any of the competition.