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  • Can Zynga Pull A Groupon? [View article]
    It's not my cup of tea to ride a stock, six months now, based on hope. Stock purchases should be based on many factors as anyone knows, hope being of no importance. Yet here I am breaking my own rules. The area of $3.40 to $3.50 a while ago proved to be a short seller's dream, and although time has lapsed and Don Mattrick is doing his thing, although in total silence, I find it hard to give up hope since not only Don, but Pincus and Doerr are truly smart people, thus despite increased competition, I'm hoping the three will provide leadership and ideas to right the ship, so to speak. Increased volume at the current level smacks however of stubborn shorts, consequently we have no proof yet of a breakout.
    Sep 21, 2013. 01:23 PM | 2 Likes Like |Link to Comment
  • While Nvidia (NVDA) talks up its Tegra 4i baseband/app processor, SemiAccurate claims (in a sensationalistic piece) talks with mobile OEMs indicate Nvidia has alienated OEMs by over-promising with past Tegra chips. The site suggests the dearth of design wins announced with the Tegra 4's January intro (volume shipments start in July) serves as evidence. Following last week's FQ4 report, some analysts were concerned about Nvidia's guidance for a major Q/Q drop in Tegra revenue; Needham predicts Tegra sales will drop 12% this fiscal year. (previous[View news story]
    Simple question. Has the time arrived to forget about NVDA? Seemingly day after day, time and again, there is nothing positive in print about this stock. The recent rally which rapidly petered out lifted everyone's hope, but now we're back in the same old rut again.
    Feb 19, 2013. 06:54 PM | 2 Likes Like |Link to Comment
  • Yahoo's Fundamentals Make It A Strong Long-Term Buy [View article]
    Terrific factual article. Thanks, good job.
    Aug 22, 2013. 01:01 PM | 1 Like Like |Link to Comment
  • Sell-side commentary on PCs remains gloomy. Longbow's supply-chain contacts think desktop shipments will fall 5%-10% this year, worse than the 4% drop the firm predicts for Intel's (INTC) desktop business. It expects a slow Haswell ramp as high inventories and soft demand lead OEMs to stick with Ivy Bridge. It also sees integrated graphics taking more share from AMD and Nvidia's (NVDA) GPUs. Nomura notes Windows 8 (MSFT) demand remains muted, but holds out hope for a 2H pickup thanks to pricing, battery life, form factor, and app ecosystem improvements. [View news story]
    With the market as a whole roaring my question is, does it make sense to hold on to this stock vs invest in stocks that are breaking out?
    Mar 14, 2013. 12:11 PM | 1 Like Like |Link to Comment
  • Bad News For Nvidia? [View article]
    The market action of this stock has been far less than average for a period of time, and with all of the unfavorable press it has faced there is little wonder as to why. At some point reality must be faced when it's time to cut bait and move on. Point being I'm simply tired of waiting, and for sure I won't wait another year or so, and I suspect there are thousands of shareholder's who have the same attitude. All of us have put too much time and money into this hopeless company.
    Feb 6, 2013. 07:55 PM | 1 Like Like |Link to Comment
  • Dan Loeb is resigning from Yahoo's (YHOO -3.1%) board at month's end, as will the two other board members originally nominated by Third Point (Harry Wilson and Michael Wolf); the resignations are said to be in accordance with the terms of Yahoo's May '12 settlement agreement with the firm. Also, Yahoo (via its existing buyback authorization) will repurchase 40M shares from Third Point, after which the firm will continue to own 20M shares (less than a 2% stake). Yahoo now has 7 board members. Loeb has made a sizable profit on his Yahoo investment since originally taking a stake in the summer of 2011. (previous[View news story]
    I hope I'm wrong but it smacks of, what shall I say, perhaps under the table dealing?
    Jul 22, 2013. 12:58 PM | Likes Like |Link to Comment
  • Yahoo Might Be Making Another Mistake With Hulu [View article]
    Jojo, the fact that previous CEO's and Board's dropped the ball does not at all mean the current leader's will repeat the same mistake. Also you don't know, nor do I, the amount Tumbir is worth, and I believe the current leadership should be given the benefit of the doubt and allowed to execute the turn around plan without the constant, daily barrage of bashing they are receiving by writer's who don't really know any more than the two of us. 'nuff said.
    May 29, 2013. 03:50 PM | Likes Like |Link to Comment
  • Yahoo Might Be Making Another Mistake With Hulu [View article]
    Writer's keep beating the dead horse. Yahoo! history is what it is, the future is what it will become via MM's guidance which is being implemented now. Suppose we look to the future and for the moment trust that she has the necessary gumption, along with the board, to develop this company into another great American commercial story. Bottom line, writer's need to critique in a positive manner versus constant second guessing and negative input because of what was, and wasn't done, in the past.
    May 29, 2013. 12:48 PM | Likes Like |Link to Comment
  • Can Marissa Mayer Pull Yahoo Up? No Progress So Far [View article]
    Mr Wiesen, I won't choose to get into a verbal bull/bear discussion with you, but I will recommend that you read an article by Evan Niu, whom you probably know, Mr Niu is with My Watch LIst.
    Apr 21, 2013. 10:54 PM | Likes Like |Link to Comment
  • Can Marissa Mayer Pull Yahoo Up? No Progress So Far [View article]
    Web, It's gratifying to see you and Alan speak up on behalf of Yahoo! and its CEO. The propensity of immature writer's to bash Yahoo! is overwhelming as evidenced by the article above. I don't like saying it but seemingly SA relishes this particular style of writing. Why? Who knows, perhaps they think it cool reporting. Bashers are not cool in my view.
    Apr 21, 2013. 10:24 AM | Likes Like |Link to Comment
  • Yahoo's (YHOO) acquisition of Dailymotion (previous) and its considerable video ad inventory from France Telecom (FTE) "is as good as done," two sources separately tell BI. Another source claims the purchase is part of a strategy to lower Yahoo's original content costs, acquire user-generated content, and focus on personalized consumption. One departed Yahoo exec isn't crazy about it. "Marissa may be a product genius, but Yahoo ... is an ads-for-content company, and she has shown no sign of recognizing that or valuing the profitable, good content businesses" [View news story]
    Just an observation. A "departed exec"? Perhaps he is departed because his opinions were not wanted. At this point I wouldn't choose to disagree with MM's success.
    Mar 27, 2013. 10:18 AM | Likes Like |Link to Comment
  • Yahoo (YHOO) paid $30M - 90% in cash, 10% in stock - to acquire Summly, several sources tell Kara Swisher. On source suggests reeling in founder Nick D'Aloisio was a big part of Yahoo's motivation in buying the startup. "Nick will be a great person to put in front of the media and consumers with Mayer to make Yahoo seem like it is a place that loves both entrepreneurs and mobile experiences, which in turn will presumably attract others like him." [View news story]
    Am I misleading myself? Kara said something positive about MM and Yahoo? That's hard to believe.
    Mar 25, 2013. 12:24 PM | Likes Like |Link to Comment
  • Like clockwork, IDC's PC shipment forecasts keep falling while its tablet forecasts keep rising. Following weak February Chinese sales, the research firm thinks global Q1 shipments could see a double-digit Y/Y drop, worse than a prior forecast for a 7.7% decline. It also thinks Q2 shipments could see a mid-single-digit drop ahead of a possible 2H recovery (made easier by favorable Y/Y comps). Two weeks ago, IDC forecast full-year shipments would drop 1.3%, which itself was worse than a prior outlook for a 2.8% increase. [View news story]
    Question. With the seemingly endless bad news regarding PC's are you tempted to recommend getting out of the stock? I have held NVDA for months despite the constant bombardment of unhelpful news, and wouldn't mind switching to another stock.
    Mar 18, 2013. 03:17 PM | Likes Like |Link to Comment
  • No More Telecoummitng: An Innovative Move By Marissa Mayer [View article]
    Thanks, a significant article most appreciated. In fairness to all it really is time to put aside MM's decision to bring all workers into the fold. As a potentially great CEO it was her thoughtful decision to correct employee wrong doing, and those critical of her management decision should lighten up and move on. Give her the benefit of the doubt, and since she is in a far better position to make critical decisions than those of us on the outside. Time to move on.
    Mar 18, 2013. 08:29 AM | Likes Like |Link to Comment
  • Apple's Samsung Problem Can't Be Solved [View article]
    Thank you for a straight forward, no nonsense article. With Apple now overly troubling for many investor's, lets put it aside and turn to YAHOO and NVDA.
    Mar 17, 2013. 11:45 AM | Likes Like |Link to Comment