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Dantes_Will

Dantes_Will
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  • Alibaba beats by $0.06, misses on revenue [View news story]
    Because this company isn't just priced for perfection. It's priced for a ridiculously high valuation even after exponential earnings growth.

    Archman hit the nail on the head. This is a classic case of Wall Street front running the investors on a big name IPO. Everyone and their Auntie in China wants to buy "Baba" on blind faith, using margin, with little due intelligence.

    The way the company is valued by wall street, it needs to grow exponentially just to justify its ridiculous price. And it may not justify this price for many years.

    "If you are an investor" this should be the a major warning sign that you are holding something rotten. The overhyped revenue that never materialized and the extremely dubious 'earnings' numbers that screams AUDIT!

    How long before a shop like Muddy Waters comes in with "fraud accounting" accusations and drops the stock by a third?

    Welcome to investing in Chinese companies.
    Jan 29, 2015. 10:07 AM | Likes Like |Link to Comment
  • Moody’s downgrades Russia to brink of junk [View news story]
    Odd so many trolls are on here loving Putin.

    More than a few honest Russians lost half their life savings this year due to Putin's little adventures. As long as Oil stays low, which it will, working Russians will continue to suffer, likely for years.

    Credit is already freezing up. Inflation is touching 10% and consumers with dwindled savings cannot keep up. Small businesses are staring at a very difficult future.
    Jan 18, 2015. 09:35 PM | 3 Likes Like |Link to Comment
  • Russian Capital Flight: What Western 'Analysts' Forget [View article]
    OPEC would be a worthwhile comparison if it was controlled entirely by a single dictator.

    You're essentially betting your future on the whims of an angry little sociopath with a big ego. More than a few Russians and investors lost half their life savings over the past year. And you're still trying to pimp Russia as the 'next big thing.'
    Jan 18, 2015. 12:41 PM | 9 Likes Like |Link to Comment
  • Samsung to report first annual profit fall since 2011 [View news story]
    Samsung is stuck between a rock and a hard place.

    Instead of innovating, Samsung spent the last decade reverse engineering and copying IP from the Japanese, Europeans, and Americans.

    Well, the Chinese can play that game too, and they can do it for cheaper. Which is why Xiaomi is eating Samsung's lunch and margins in the smartphone business today.

    Lets see what other "innovations" samsung comes up with to reverse their fortunes. They already tried front running Apple with their own half baked, not ready for market galaxy watch. The watch flopped and is costing Samsung millions.

    And it will be years before Samsung can see any returns from their copy of Android (Tizen), that is, if it gains any traction at all.

    The Chinese are already working on their own copy of Android, and has publicly stated they will not support a new Korean controlled OS.
    Jan 8, 2015. 07:22 AM | 7 Likes Like |Link to Comment
  • Samsung dives into the Internet of Things [View news story]
    "Samsung will invest more than $100M in developers this year to accelerate its programs to reverse engineer the Google Nest, copy Android as "Tizen", and front run Apple products with half baked gadgets of their own."

    Fixed for accuracy.
    Jan 6, 2015. 09:05 AM | 1 Like Like |Link to Comment
  • Russia placed on CreditWatch Negative at S&P [View news story]
    You don't need an agenda to point out that Russia is facing a very poor situation long term.

    Quite the opposite, it takes alot of propaganda to try to paint this whole situation as some sort of positive for the russian economy.

    Too much RT news for you.
    Dec 24, 2014. 09:39 AM | 1 Like Like |Link to Comment
  • Sony cyber attack 'unparalleled' [View news story]
    DVL's post is free speech, sure. Is it cowardly and pathetic? That's up to you.
    Dec 7, 2014. 10:35 AM | 5 Likes Like |Link to Comment
  • Troubles At Samsung Spell Opportunities [View article]
    I pretty much stopped buying Samsung products when they stopped trying to innovate and started trying to copy and front run.

    They used to focus on r & d & quality when they were trying to catch up to the Japanese. But when the Chinese generic makers rose, Samsung lowered their standards to compete with them. Their MO turned into: copy western IP and try to front run their products with a crappy half baked version.

    This is without getting into the discussion of how Samsung led the corruption of Korean business culture and ethics...
    Nov 27, 2014. 11:50 AM | 2 Likes Like |Link to Comment
  • Xiaomi On Steroids With New Funding, Tie-Ups [View article]
    > China hates US tech companies as they (rightly?) suspect them of spying.

    There is an old Chinese saying. "It's always the thieves who are the most paranoid."

    Syping is an excuse. The truth is, China is no longer content with stealing western Technology, they want to artificially take profits and market share by passing protectionist and exclusionary laws and using propaganda scare tactics.

    About Chinese "security". Several Xiaomi models has already been identified with functions to hide data sent to chinese servers.

    The data leaks were discovered and talked about frequently in Hong Kong and discussed in recent protest spying. Truth is, Xiaomi is run by a Communist family princeling with closer ties to the CPC than HTC, Lenovo, Hwawei, etc.

    http://bit.ly/1yze9nb
    Nov 12, 2014. 10:37 AM | 1 Like Like |Link to Comment
  • FireEye -20.9% AH on revenue miss, guidance; PANW, CUDA also lower [View news story]
    Equally important: they also dropped their cost of sales by a whopping 20%.

    What killed FEYE, and rightly so, was their ridiculously high internal costs.

    As long as they keep lowering costs and increasing guidance, as they have, FEYE will reach profitability sooner than expectations.
    Nov 4, 2014. 06:53 PM | 1 Like Like |Link to Comment
  • FireEye -20.9% AH on revenue miss, guidance; PANW, CUDA also lower [View news story]
    Whole lotta comments below are going to be from people who don't know how to account for deferred revenue as billings.

    Put it in a simple way: On the Q3 conference call, DeWalt already confirmed revenue would actually have BEAT if accounted for as hardware, instead of deferred subscriptions.

    Guidance for rev+billings is actually HIGHER.
    Nov 4, 2014. 06:43 PM | 1 Like Like |Link to Comment
  • BlackBerry's Internet Of Things Pipe Dream [View article]
    bitwrangler >

    From your cost/bom experience, at what pricepoint would you say QNX becomes attractive?

    Tougher question: At what complexity of functionality will freeware become limited and QNX is needed? Is there one?
    Nov 1, 2014. 10:49 AM | Likes Like |Link to Comment
  • BlackBerry's Internet Of Things Pipe Dream [View article]
    Careful ragging on Dave363's inept postings so much.

    Too many fish fall for his incoherent postings, we might see the guy start contributing click bait as a 'portfolio analyst' for "Dave Investment Research" soon.
    Oct 31, 2014. 09:26 AM | 3 Likes Like |Link to Comment
  • BlackBerry's Internet Of Things Pipe Dream [View article]
    Remember when "Know It All" was just another random message board poster on SA?

    Yeah. Apparently, he is "KIA Investments" now and a 'research analyst'.

    And I am now the CEO and Chairman of Dante's Capital Management Services (DCMS for those in the know).
    Oct 30, 2014. 02:36 PM | 27 Likes Like |Link to Comment
  • How Microsoft Pushed IBM Out Of The Enterprise [View article]
    Take a good look at IBM's revenue trends for the past decade. IBM has basically been making a living off of transferring western technology and management expertise to emerging markets like China.

    Meanwhile, in the developed markets, IBM is losing ground in the fast growing cloud infrastructure, security, CRM, ERP, and HCM spaces.

    Smaller, more nimble competitors like workday, netsuite, service now, palo alto networks, fireye are out innovating IBM in each of their niche spaces.

    Larger competitors like Amazon and Microsoft are far outspending IBM in terms of data center and cloud infrastructure.

    Even more troubling, IBMs main priority in cash spend is to prop up its stock, instead of investing in R&D or acquisitions, where they should be focusing on.
    Oct 29, 2014. 11:05 AM | 1 Like Like |Link to Comment
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