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  • Rambus: A New Day for High-End Memory [View article]
    Thats a great losing edge...i do I pay you for getting this losing edge?
    I want to thank you for your losing edge.
    Sep 02 18:29 pm |Rating: 0 -1 |Link to Comment
  • Rambus: A New Day for High-End Memory [View article]
    Nice call! stock is down 15% at the open.
    Sep 01 09:19 am |Rating: 0 0 |Link to Comment
  • Ditech Networks: Lamassu Missives Misleading  [View article]
    you're way off. I have owned DITC for many years and they are right: management doesn't care about the stock.
    Jul 20 07:55 am |Rating: 0 0 |Link to Comment
  • Is Rambus the Next 27 Bagger?  [View article]
    great call!!! it took 3 days to discredit the author.
    Jun 22 19:35 pm |Rating: +1 0 |Link to Comment
  • Why I'm Buying Micron: Part I [View article]
    this a preposterous post. There's so much wrong about everything you say that it's disgusting. this hurts seekingalpha
    Jun 18 08:09 am |Rating: +2 -1 |Link to Comment
  • NetApp Buys Data Domain for $1.5 billion [View article]
    Can somebody publish something other than a regurgitation of management's rationale for doing the deal? When do we start seeing value-added commentary on this deal?
    May 21 07:43 am |Rating: 0 0 |Link to Comment
  • Ackman's Desperate Target Fight [View article]
    I think Ackman is doing a commandable thing. You can have good management but shitty Boards, and the latter is as important as the former.
    May 12 08:38 am |Rating: 0 -2 |Link to Comment
  • Trident Microsystems: Still Dateless for the Ball [View article]
    Spencer Capital is clueless. He owns no stock but wants to be an activist??? Spencer's math is as poorly thought our as this guy's math.
    Apr 14 17:35 pm |Rating: 0 0 |Link to Comment
  • Trident Microsystems' Latest Acquisition Will Boost Earnings, Slow Cash Burn [View article]
    explain to us why it is a "pretty good bargain" to use stock instead of cash when your stock trades 50% below cash. You're inherently paying an extra 50% over the $10.5 million.

    Does that still sound like a good deal to you?
    Apr 10 09:00 am |Rating: 0 0 |Link to Comment
  • One Reason Why Google Should Want Twitter [View article]
    what no one talks about is how much junk there is on twitter. 90% of tweets are random, senseless one liners that have no obvious economic value.
    Apr 06 18:06 pm |Rating: +1 0 |Link to Comment
  • Trident Microsystems: Net-Cash with a Catalyst [View article]
    Obviously this was written by Stein himself to self-promote his idea under the disguise of third-party support.

    Stein: Lying like this isn't going to get you support for the campaign, is it? Credibility is gone before the solicitation even began.

    First error you made was to pre-announce your solicitation. The company was able to amend their bylaws to make it harder for everyone to nominate.

    Second error you made is to try to run an activist campaign without owning stock. You won't get sympathy when you haven't endured pain in your portfolio.

    Third error is that you have no plan at all. Why the hell would I give you control of a company you own no stock without a premium when you have no plan at all?
    Apr 01 08:51 am |Rating: 0 -1 |Link to Comment
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