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  • This Is When The Bear Growls [View article]
    Exactly Pharmacokinetics,

    You would have made a killing shorting the social media and saas stocks in the first half of the year and could have taken the rest of the year off.

    Now that the bubble has reflated, the market is reaching dangerously overbought levels, and people are lulled into complacency again, all the signals are telling us to take aggressive short positions; much like the beginning of this year.
    Jun 22 03:41 PM | Likes Like |Link to Comment
  • This Is When The Bear Growls [View article]
    baseball52 -

    Very good points. If you're this sure of your DD, then you should short the market. Especially tech stocks. Can't think of a better time in recent years than right now.
    Jun 21 02:10 PM | Likes Like |Link to Comment
  • Enterprise software stocks follow Oracle, Tibco lower [View news story]
    Honestly, the smaller, more focused players like Workday and Splunk are absolutely eating Oracle's lunch in the hyper growth cloud market. And Oracle isn't fooling anybody by re-classifying their old software customers as "cloud revenue" just simply because you bolt on one small cloud feature on top of your legacy software.

    The fact that Larry keeps trying to badmouth Workday while they keep stealing Oracle's customers is hilarious.
    Jun 21 01:46 PM | 2 Likes Like |Link to Comment
  • This Is When The Bear Growls [View article]
    There is no better time to short stocks than right now. Especially the high flying internet bubble stocks that have no earnings whatsoever. Short all you can. Those suckers will fall to a fraction of their current prices.
    Jun 21 01:22 PM | Likes Like |Link to Comment
  • Oracle misses by $0.03, misses on revenue [View news story]
    Oracle just keeps falling behind in the fast growing cloud/saas space. Smaller, more focused companies like Workday and Splunk are just eating Oracle's growth. Maybe Larry will just try to buy them out like he always does.
    Jun 19 08:18 PM | Likes Like |Link to Comment
  • Cramer's Lightning Round - Linn Energy Is Going Higher (6/18/14) [View article]
    The funny thing is, none of those 3 companies he named has a core business that does what UBNT does.

    Two tower companies that derive 95% of their revenues from tower leases and a the 3d company is a mix mash mobile services shop.

    Cramer's either trying to use subterfuge to bash UBNT or he actually has no idea what UBNT does.
    Jun 19 10:30 AM | Likes Like |Link to Comment
  • Ubiquiti Networks: Exciting New Front In China [View article]
    Adding: If Google truely aspires to be its own ISP, then I wouldn't be surprised if they acquired or partner with an WISP infrastructure company sometime in the near future.
    Jun 18 01:18 PM | 1 Like Like |Link to Comment
  • Ubiquiti Networks: Exciting New Front In China [View article]
    chengjunli > I am not a RF expert either, but I have read a few items on their limitations, as well as used DishNetwork's internet service.

    My understanding of the satellite limitations are: Cost - relaying high speed data to the satellite & back again is extremely inefficient. Throughput is very limited by this relay. That's why Dish only allows a measly 15GB per month even on their most expensive plan. Quality - as with TV service, my internet was subject to mother natures mood swings. Outages were not uncommon, and on bad weather days, you'll be happy to get dial up speeds. That's why Google's first target is rural developing nations where internet speed and reliability isn't as big of a concern. But UBNTs base stations doesn't have all of these shortcomings while delivering reliable, consistent internet at high throughput and at a fraction of the cost of balloon or satellite deployment. On top of that, I don't believe Google's service will be commercially ready for at least 4-5 years, while WISPs are starting to thrive today.
    Jun 18 01:14 PM | 1 Like Like |Link to Comment
  • Ubiquiti Networks: Exciting New Front In China [View article]
    The implied market for the technology is staggering if you go beyond China to all of the other developing nations. Especially in ASEAN countries where infrastructure spending is just ramping up and the diverse geography is a perfect fit for WISPs. There is just so much low hanging fruit for WISPs right now.

    Then you have Google here in the US, trying to build its own ISP infrastructure to bypass the US monopolies of ATT/Comcast and their margin crippling 'net neutrality' fees. Low orbit satellites and high altitude balloons aren't going to be enough; they'll need terrestrial WISP capabilities.
    Jun 18 12:06 PM | Likes Like |Link to Comment
  • An Underrated Play On Rural Internet Too Cheap To Ignore [View article]
    You mean a 'type of business' at the sweet spot of needed infrastructure and cutting edge technology? The same 'type of businesses' that eventually grew into companies like Cisco, Nokia, Ericcson?

    If you want to argue about technology, then read some white papers on AirMax throughput compared to the competition, and get back to me. Let me save you some time, there is no one else in their performance class. If you want to argue about pricing, great, cause that's UBNT's forte. UBNT's business model allows it to undercut Americans and Europeans and compete with the Chinese but with superior tech.

    UBNT's business model allows growth to be dramatic and most importantly, sustainable. The train is just barely leaving the station...
    Jun 18 11:52 AM | 2 Likes Like |Link to Comment
  • Google roundup: Cars, Glass, Project Loon [View news story]
    This is great. An Android based system to control your car. In the near future, the Chinese can just access our connected cars and crash us into each other after they shut down our utility grid and erase all our financial data. Why build aircraft carriers and nuclear subs when the US just keeps handing out the keys to every critical part of our economic infrastructure?

    Companies like Fireye/Mandiant will become major US defense contractors for the next century.
    Jun 16 07:44 PM | Likes Like |Link to Comment
  • Xiaomi Is A Big Threat To Apple [View article]
    Stop with the false comparisons of cheap Android clones with iOS products. The only thing Xiaomi is a threat to is Samsung and other cheap Android clones.

    Xiaomi , just like HTC, Huwawei, ZTE, LG, etc is a temporary success due to their ability to steal IP and sell at bargain bin prices. These copycat Android clones have shown over and over again, that without the ability to control their own ecosystem, they are left to compete on hardware only. And what little innovation they do come up with, is like throwing crap "features" against the wall to see what sticks.

    Without actual innovation, and the ability to control their own ecosystem, Xiaomi is just another 'me too' Android maker waiting to be out priced by the next Chinese clone.
    Jun 12 09:01 AM | 15 Likes Like |Link to Comment
  • Alibaba introduces U.S. online shop [View news story]
    Awesome. Why waste time worrying about hackers and thieves when you can just give all your credit card and personal info directly to the source?
    Jun 11 09:18 AM | 3 Likes Like |Link to Comment
  • Intel: A Strong Buy For The Long-Term Investor [View article]
    Agreed. AMD looks more attractive in valuation and has much more growth potential given their tiny market cap.
    Jun 11 09:13 AM | 1 Like Like |Link to Comment
  • IBM's Stagnant Revenue May Be Coming To An End And It's Priced At A Discount Right Now [View article]
    banmate6 - So we are looking at 2 approaches in the cloud market: jack of all trades, master of none (IBM), or specific players that are at the top of their niche.

    So far by revenue growth (IBM vs niche), the customers seem to be looking for the 'best of breed' to invest their IT dollars in. Maybe one day when cloud tech is at the end of its innovation curve, and is commoditized, an aggregator like IBM could excel.
    Jun 10 11:48 AM | Likes Like |Link to Comment