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Dantes_Will

Dantes_Will
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  • Oracle misses by $0.02, misses on revenue [View news story]
    Oracle will lose the cloud wars for several reasons.

    The key is that Oracle keeps putting out second rate "next gen" SaaS functionality that is always an iteration behind what Workday and more nimble competitors put out. And they do this on purpose. Oracle can't kill its massive cash cow in their legacy software model and keeps delaying key functionality in their cloud software for fear of cannibalizing their traditional sales.

    As a result, Oracle's GlobalHR and Workforce suites have fairly poor reviews and adoption among the HR community. This is not a forward looking winning strategy in today's fast changing business environment.
    Mar 19 12:54 AM | Likes Like |Link to Comment
  • Day 5 Of The Juniper Vs. Palo Alto Patent Trial [View article]
    So what's your opinion on this situation now Daniel? How long does the retrial process take? Seems like a higher chance for a settlement now, yes?
    Mar 7 09:30 PM | 1 Like Like |Link to Comment
  • What Best Buy's Demise Means For Apple, Samsung And Google [View article]
    That's the issue. People mostly need to showcase novel and 'unkown' products.

    Once a product becomes commoditized, incremental variations won't be enough to draw foot traffic.

    As an example, once you've seen enough laptops, you can spec out the system and order online without needing to 'showcase'. Smaller and smaller percentage of people will have actual need to walk into BB in order to decide.

    Same with smartphones. The tech curve has started to flatten out and are now evolutionary, incremental improvements. I bought my last 2 smartphones online, untouched. Owning an older version and testing with a friends phone was enough.

    B&M foot traffic is decline is an industry, social, & culturally disruptive phenomenon. There is no stopping this trend.

    This is a boon to online advertising exchanges and companies with proven artificial Intelligence. Companies with AI that produce *better* customer conversion rates than their competition will go parabolic in the next few years. FUEL, CTRO, etc. all have potential.
    Jan 27 10:44 AM | Likes Like |Link to Comment
  • What Best Buy's Demise Means For Apple, Samsung And Google [View article]
    Starbucks CEO Shultz has the right view: to him, '13 marks a inflection point for Brick and Mortar store traffic vs. online sales.

    Best Buy did their best to make the stores hip, up to date, & attractive, with individual attractive individual vendor sub stores within the stores.

    Yet, this isn't enough to bring back foot traffic. People only need to showroom brand new and novel technology. Once the novelty wears off, the product becomes commoditized and people no longer need to see/touch the item before purchasing.

    And online prices will always be lower, and more efficient than physical in store price matching

    So who will be the losers? Traditional B&M dependent retailers.

    Winners? There is a HUGE shift to spending ad dollars online, as online sales in '13 was a record breaking year.

    Your traditional Google & Yahho should benefit. More aggressively, smaller AdTechs flying under the radar like RocketFuel could see exponential revenue growth in the next few years.
    Jan 27 09:59 AM | Likes Like |Link to Comment
  • Retail bear emerges on Starbucks earnings call [View news story]
    Connecting the dots: this should mean an immediate and possibly dramatic increase in overall ad tech sector spending in 2014, and a possible slump in B&M dependent retailers.

    Retailers are scrambling to transition to more savvy and Artificial Intelligence targeted online advertising. Lots of risk in picking a winner, but whomever it is will see exponential growth.
    Jan 24 10:42 AM | Likes Like |Link to Comment
  • Nokia Corporation beats by €0.03 [View news story]
    Looks like a lot of confusion regarding how to read the balance sheet ex D&S, & the lack of closure on the MSFT deal. People waiting for dividends just assumed everything would be finalized by now.

    Euro price action recovering as people piece together the 2 separated balances and realize overall profitability are greatly improved over '12.

    The '13 report did what it should for most institutions: definitive confirmation that Nokia is again profitable & growing, on top of a healthy balance sheet.
    Jan 23 07:26 AM | 5 Likes Like |Link to Comment
  • AMD: Remember This Rumor? [View article]
    "Will you have the decency to admit where you were wrong if AMD results are as strong as some of us think? Will you have the decency to go through the AMD results segment by segment and point out where your "AMD is doomed" thesis was flawed?"

    *crickets*
    Jan 21 12:20 PM | 2 Likes Like |Link to Comment
  • No, Apple Hasn't Screwed Up [View article]
    "Ashraf has been wrong many times" - This is true.

    "but there is no need to question his integrity" - Do you not consider the source and motivation of all financial (blog pieces) posted on the internet? Or do you just blindly accept everything as fact? Take a look at Ashraft's article postings. Do your own DD and come to your own conclusion.

    "It is worse, IMHO than the alleged unproven conduct itself." - Yeah. I hate whistle blowers too. Just let the snake oil salesmen keep pawning their wares on the unsuspecting public.
    Jan 21 12:10 PM | 5 Likes Like |Link to Comment
  • AMD: Remember This Rumor? [View article]
    Silly AMD fans arguing with Ashraft.

    You people realize the guy is trying to use these scare pieces to accumulate shares? Or do you think he keeps pumping out these articles at critical times for AMD just out of the goodness of his heart to help us fellow investors.

    He's pulled these "changed my mind" tricks several times now. Not just here at SA either.
    Jan 21 11:54 AM | 2 Likes Like |Link to Comment
  • No, Apple Hasn't Screwed Up [View article]
    There is no need to write an entire article to correct all the errors in Ashraf's article.

    Most of us here that have been on SA long enough are fully aware of Ashraf publishing bashing articles on stocks which he will later 'change his mind on' and pick up a position in.

    Does SA ever verify their authors' disclosures? Vetted their accounts & their friends' & families? If the SEC can barely enforce this, then how could SA?
    Jan 21 09:12 AM | 12 Likes Like |Link to Comment
  • Nobody Is Short Apple [View article]
    Correct.

    It's not the short interest. It's the massive number of calls sold each month that allows the writers to dump their old inventory (likely still at a profit) to keep the calls from cashing.
    Jan 9 11:52 AM | 2 Likes Like |Link to Comment
  • Fairfax buying another $250M worth of BlackBerry notes [View news story]
    This is just the tip of the iceberg.

    Watsa has no intention of turning BBRY around.

    Watsa and Fairfax's end game with BBRY is to load BBRY with debt in exchange for dilution and a ridiculous conversion price, at the expense of shareholders.

    Watsa now controls the puppet board and personally placed his head puppet, John Chen to sell the "turnaround story". Watsa can sell debt and shares to himself at whatever price he can, and he will keep on doing this in the coming year.

    All while the bag holders are being sold a fraud feel good story. Wonder why John Chen has a HUGE golden parachute built into his contract?
    Jan 8 03:24 PM | 5 Likes Like |Link to Comment
  • Boeing workers approve contract securing new 777X for Seattle [View news story]
    This was the last nail in the coffin for my Boeing shares.

    Management did their customers a huge disservice by not separating manufacturing from over entitled Union workers who are brainwashed into thinking that they are underpaid and overworked by their Union heads.

    There is no winning with the Union. You get your concessions, and the entitled union workers will 'take it back' by under performing. I've worked with Union shops for over 20 years. This type of contractual retaliation never fails.
    Jan 4 01:28 PM | 9 Likes Like |Link to Comment
  • 3 Reasons To Buy Alcatel-Lucent In 2014 [View article]
    ALU does have some promising tech and partnerships in place. But I would much rather invest in any other Network/Comm in this same market than ALU.

    ALU in the end, will be another company permanently financially crippled by French labor and government meddling.

    Number one rule in investing in European stocks is to stay away from companies with labor/political baggage. They may not kill the company completely, but they'll make sure to leech any potential margins to labor instead of returns to shareholders.

    Do your DD. The pattern is crystal clear.
    Jan 1 03:47 PM | 4 Likes Like |Link to Comment
  • Nokia Patents Win Again: More Licensing Income Predicted [View article]
    Well thought out article.

    Nokia's current valuation is barely reflective of its improved financial situation after the D&S sales.

    Nokia's growth potential is not yet factored in the current pricing.

    In the near term, Nokia's aggressive LTE market grab and contract wins should significantly boost NSNs top and bottom lines in 2014. We have already seen some significant contract wins, and it will just be a matter of execution. In the last 3 quarters, NSN has executed beyond expectations.

    Also up in 2014, Samsung & HTC will be forced to (no choice) sign large licensing agreements with Nokia, or massively retool their product lines.

    Same thing happened with Ford. The price stagnated after a runup when people realized Ford wasn't going bankrupt. Then it took a little while before people realized New Ford's growth and earnings potential and was dramatically undervalued.

    Do some DD on New Nokia. You'll like what you find.
    Dec 30 11:34 AM | 6 Likes Like |Link to Comment
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