Infinitus

Goldman Sachs Raises Year-End Price Target - Should We Care?

The "criminals" at GS are preparing to unload their positions by driving the prices a little higher. Next year we can witness, how GS managed to gain in declining markets by shorting it.

TiVo: Waiting for Echostar Saga to Settle

Hello Nuke,

thanks for the sharing your DD with us. As always great and informative article.

15 Stocks You May Want to Keep Out of Your Portfolio

And I thought, that the Altman Z-score is obsolete and not very accurate to determine risk of insolvency. Am I not up to date?

Rambus Legal Update

Thanks again Nuke for this informative and interesting post. My opinion is, that the AT case will never start. The amigos will settle this case before the AT case starts end of September. Especially Samsungs risk exposure is way to high, because they will be eventually the last man standing paying the whole bill alone.

Tuesday Outlook: Commodities, Global Markets

Hello David,

I would like to thank you very much for your daily effort in giving us the TA outlook of multiple markets. I enjoy it very much. What would my day be without it? :-)

Kind regards from Frankfurt/Germany

Markus

Natural Gas ETF (UNG) Activity Catching Up to Oil (USO)

www.cxoadvisory.com/bl.../

In the above link you will find a graph showing oil/natgas ratio from January 1976 through April 2008 (388 months). It is very volatile and moves most often between 5 and 10. Maybe someone can provide the raw data for further analysis.

At the following link you can see the actual ratio and back to 2006

stockcharts.com/charts...

Today we have a ratio of 19.4 which calls for rising Natgas prices or declining oil prices.



On Jun 11 03:52 PM HardToLove wrote:


> Question: I've been using 18:1, which I've seen used many times.
> Which is correct? (Context is that Peter Beutel used 8.5:1 in that
> CNBC commentary my blog references).
>
> Here cxoadvisory.com/blog/i.../ one poster
> was using 6:1. The responder used the energy content method.
>
> Here seekingalpha.com/artic... it says the normal is 10:1. I've also
> seen 14:1. But it seems that the 18:1 I've been using is a near-term
> phenomenon. Maybe it is now valid because of the over-supply of NG
> and the perceived shortage of oil?

TiVo Is Still Grossly Undervalued

Best thanks, Nuke.

Very interesting information, especially the part with "Sling", which could be in fact a driver in settlements.

"TiVo said it's waited long enough since winning a 2006 trial and first appeal. "The right to exclude conferred by TiVo's patent is empty if it can never be enforced," TiVo said in a filing Wednesday with the U.S. Court of Appeals for the Federal Circuit in Washington.

Rambus: The Next Big Litigation Play

Hello Nuke,

great article, as always. Many thanks.

Regarding the buyout: I would love to see a first offer which would immediately lead to a bidding war, thus propelling the price per share higher and higher.

Regarding your 1 year price target: If the AT-trial starts and it works fine for RMBS, than 80$ are far too low. As you wrote: "Therefore, the total damages facing the DRAM manufacturers approach 13 Billion dollars. With Rambus having approximately 104 Million shares outstanding, that is over $120/share in past damages alone."

So the price per share will be more a multiple of 80.

On the other hand there is the possibility that the cartel drags their end further out through appeals. So a one year target between 80 and 127 (all time high) is OK for me :-)

Once again many thanks for this fine evening lecture.

Kind regards,

Markus

The Next Big Litigation Play

Hello Nuke,

great article, as always. Many thanks.

Regarding the buyout: I would love to see a first offer which would immediately lead to a bidding war, thus propelling the price per share higher and higher.

Regarding your 1 year price target: If the AT-trial starts and it works fine for RMBS, than 80$ are far too low. As you wrote: "Therefore, the total damages facing the DRAM manufacturers approach 13 Billion dollars. With Rambus having approximately 104 Million shares outstanding, that is over $120/share in past damages alone."

So the price per share will be more a multiple of 80.

On the other hand there is the possibility that the cartel drags their end further out through appeals. So a one year target between 80 and 127 (all time high) is OK for me :-)

Once again many thanks for this fine evening lecture.

Kind regards,

Markus

TiVo Win in Texas is a Game Changer

Hello Nuke,

once again many thanks. Brilliant analysis. 20-30$ seems to be doable.
Above that I am not sure. Keep in mind: it is their sole product and some tv provider are already doing/planning workarounds via e.g. network.

But on the other hand: Tivo is available in USA, Kanada, Australia, Taiwan, Mexiko and in UK. There are still some countrys left :-)

In the end I am happy with 20-30$.

Kind regards,
Markus

Tessera's Rise Has Just Begun

Hello Nuke,

again many thanks for your time and effort sharing your insight with us.

Your analysis is spot on. There is no reason for TSRA not traiding at their top from last year, out of TA sight as well as fundamental.

Kind regards,

Markus

The Tessera Gold Rush

Nuke,

thanks again. Very well writen and researched.

Don`t be fooled by the pps movements eventually to the downside that might occur this afternoon or the nex days. This stock is tiny traded and therefore easily manipulated. Hold your tickets.

Kind regards,

Markus

The Tessera Gold Rush

Hello Nuke,

thanks again for this brilliant article and sharing your insight with us.

Since your last post I added to my position because you reassured my initial decission.

I am keen to see the movement in pps over the next days.

Kind regards,

Markus

All Roads Lead to Rambus

I am invested in RMBS for over 10 years. No analyses I read in the past came close to Prufrocks articles over the past few days (and I read a lot of them).

Thank you very much for your very insightfull in-depth analysis of Rambus the company and its whole situation.

I am looking forward to read more of RMBS, PLEASE Prufrock :-)

RMBS legal situation hasn't been better than today, and their IP-portfolio couldn't been stronger. When the world will take notice of the more than likely AT-case reward of up to ~13 billion $ in the pockets of RMBS, then this stock will fly to new all-time-highs.

This is the stock to be long for the next decade(s).

Infinitus