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el stevadore

el stevadore
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  • Is Intel Impossibly Leaky? [View article]
    i typically reserve the title of "worst seeking article submission ever" for those purporting to have some reason why BBRY is a great turnaround play. however, given the context of this article I may put it on the top of that list.

    the death of the PC was wall street's greatest misunderstanding in recent history. the sum of this article's value is zero.

    INTC will continue to rally after the open tomorrow and will spur the nasdaq to breakout of a 10 year channel. take a look at a pattern that actually means something.

    the author has no positions in any stocks mentioned. good thing. if he were so confident in his "feeling of deja vu" he would write naked calls. i would buy them but i already spent all my money on some on May 27.

    i must sound like a jerk. excuse me, i just get annoyed with all the rubbish on SA sometimes from people submitting articles on this site where the only thought in the entire thing is "clever" click bait language in the title to score themselves a dollar.
    Jun 13 02:34 AM | 6 Likes Like |Link to Comment
  • IBM ----> Sitting On Weekly Ascending Support Line (BUY) [View instapost]
    would be nice if you could an image of the chart you are talking about..
    Jun 11 07:04 PM | Likes Like |Link to Comment
  • BlackBerry Demystified 7: Tapping The CIA For Information Beats Using An Ouija Board (Or Purely Relying On Twitter Or Google Trends) [View article]
    readers would be best to transcend this article
    May 20 11:12 PM | 1 Like Like |Link to Comment
  • It Is Time To Nibble At BlackBerry Stock If You Are A Gambling Man [View article]
    Andreas, I'll short it again too, but its too early yet, non?
    May 2 04:39 AM | 1 Like Like |Link to Comment
  • BlackBerry Is Fermenting [View article]
    i would imagine the author is alluding to blackberry wine, which would ferment, and be delicious.
    whether or not that metaphor will stand true, is yet to be decided.
    i would think they are more like a small pot of mouldy blackberries, and once you pick out what is still edible and resell it, there will not be much to toast.
    Apr 17 01:41 PM | 2 Likes Like |Link to Comment
  • VASCO Data Security To Benefit From Heartbleed Bug, Opportunity To Unlock Value Via Tender Offer/Special Dividend [View article]
    heartbleed bug does not equal "invest in multi factor auth companies"
    i wonder how many of HSBC customers are going to request the token authenticator to do their banking? the bank offered them, i wonder if people really want that or is the bank responding to the media illustrating its understanding of the risk?

    i agree, security is a rightfully hot topic, and as another commentor mentioned, identity will be bandied about some more in the future.

    myself, i don't think multi factor auth is going to be what makes us sleep well at night, although i guess i appreciate the approach of twisting the heartbleed bug into an investment idea.

    i always thought, just because companies i've worked for, when integrating with a 2 factor auth solution, for me, its always been RSA's securID multi factor stuff. i would have thought they had that space all wrapped up, could be wrong.

    the other fellow mentioned "identity as a service".. that is pretty much what facebook is providing the public internet right now, as is google+, an identity provider service.

    heartbleed bug though, this was infrastructure. all these security solutions depend on a secure transport layer. the real problem with the heartbleed bug is difficult to pin down into an investment thesis. openssl is an example of one of many widely used software modules that exist today. there exists so much software that has not been properly tested. the security industry is one of constant change. anything can be broken into given time, and today's improvements will make way for tomorrow's vulnerabilities.
    Apr 17 01:28 PM | 1 Like Like |Link to Comment
  • BlackBerry Is Fermenting [View article]
    author, are you going to let us know when you go long? please do!
    Apr 17 01:07 PM | 1 Like Like |Link to Comment
  • Google's Opportunity: A Backdoor Into Your Ecosystem [View article]
    @author, i find it hard to put faith in your point of view because your misuse of the word ecosystem leads me to believe you don't have a good grasp of the domain knowledge required to understand the fundamentals of the companies you are discussing.

    to start with, there is no competition for your ecosystem. nobody is fighting for your ecosystem. i believe you are referring to apple, microsoft and google competing to be your platform.

    an ecosystem is a collection of software and services that a platform supports. it is a feature, albeit a dynamic and third party contributed one. the ease of allowing software and services to plug into a platform, and the incentive to do so, would be the truer feature of the platform. the richness of a platform's ecosystem became the market's focus when evaluating the different platforms, about 2 years ago I'd say. but platforms have other features, and when 2 companies have OS they are pedaling, they are competing to be your platform.

    next, i don't really think you've displayed an understanding of the 3 major platform providers business models. you are speculating on their intentions, opportunities, without really mentioning their business models and how your speculations will feed into those business models.

    in short, as a technical person, i find i'm very disappointed with the lack of domain knowledge you display, when giving investment advice about technology companies.
    Apr 6 10:49 PM | Likes Like |Link to Comment
  • Chase The Bigger Tech Names, Especially If You Can't Handle Volatility [View article]
    @author, i came here to talk about your choice of title. horrible horrible stuff. you are giving advice with your title. fine. the best advice i've received from very experienced traders is, very simply, "don't chase"

    please don't suggest i chase anything, it immediately destroys your credibility in my mind.
    Apr 6 10:18 PM | Likes Like |Link to Comment
  • Tesla - Driven By Noise, But High-Quality Noise [View article]
    this article is noise.
    Apr 6 10:13 PM | Likes Like |Link to Comment
  • We Have March Numbers For Tesla And A Prediction For The First Quarter [View article]
    and if you find trading them hard because you want to go long, but feel you want to wait for a lower price, then read about selling naked puts, it is an options strategy that will pay you cash while you wait.
    Apr 6 09:42 PM | 1 Like Like |Link to Comment
  • We Have March Numbers For Tesla And A Prediction For The First Quarter [View article]
    not even trying to be argumentative here, but how would tesla being strapped for cash effect demand? did you mean to say "the real reason behind slumping supply?"
    Apr 6 09:36 PM | Likes Like |Link to Comment
  • We Have March Numbers For Tesla And A Prediction For The First Quarter [View article]
    i don't think its impossible to trade! while i admit, i could very well be proven wrong, i am taking the late February announcement of the.. um.. desire to have a really cool battery factory... but.. not the money to fund one.. as a typical "sell the news" event. they were marketed as plans, but were those battery factory plans? pretty loose ones i guess. the stock trading sharply up into those news, and has been declining since. late last week the market is tipping is off that it might turn a cold shoulder to these so called "momentum" stocks, or more accurately, stocks with very high valuations and a lot yet to prove in terms of revenue.

    so that's what got me started with my trading TSLA, and yes i'm short.

    i don't think its impossible to trade it. what i did was buy puts. they have a lot of upside. and the downside is clearly defined at 100%. its not that hard. i only buy as much puts as i am willing to lose. shorting the shares, sure, your potential for loss is infinite. but i know what the max i can lose with my puts. i bought them early friday, so far, so good.
    Apr 6 09:21 PM | 2 Likes Like |Link to Comment
  • We Have March Numbers For Tesla And A Prediction For The First Quarter [View article]
    you do a lot of "seeing" (while you brought up the phrase crystal ball yourself) and you don't discuss how you are doing anything better than generating random numbers. g'bye.
    Apr 6 09:10 PM | Likes Like |Link to Comment
  • Jim Chanos Is Wrong - Hewlett-Packard Is A Great Long Bet [View article]
    Ernie, the analogy was clear to me, although i wasn't paying attention when xerox fell from grace so i hadn't realized their failed attempts at enterprise.

    nobody on SA really talks about HPs enterprise offerings. i mean the specific software and service offerings, or ways of leveraging their hardware background into cloud implementations, which i would think are the 2 areas of interest? i haven't used very much of their enterprise software, i've used a lot of it, but it never in any of the places i've worked.

    i do know their HP Load Runner quite intimately, was good stuff 10 years ago, and is still a top performing piece of software, in its class. the license fees are relatively astronomical however, and the only time i've used HP's loadrunner is when i work for a huge corporate that throws money around like a big dummy. true story, my HP load runner license expired in the middle of a project last summer. i honestly couldn't get an HP salesperson to send me a new one. sent emails. left voicemails. to contacts found on their website being described as a sales department! didn't return my calls. i could not buy a license. so i used a free tool that works just as well but has rustic reporting.

    HPQ seems to have been asleep at the wheel for a number of years. their enterprise software and service offerings, well, shareholders are putting a lot of faith into that segment now, as the saving grace, and force behind the "rebound" we are witnessing. i wonder how good a job HPQ has been doing, while asleep at the wheel with every other segment, at improving, maintaining, or dare i say gaining market advantage with their current enterprise offerings? other than some hopeful cheerleading from their CEO, there is no revenue numbers suggesting any saving grace here to be found in their enterprise software and service offerings.
    from a product standpoint, i will say they are old,outdated and difficult to use. they often don't scale to meet customers needs. and nothing has changed there. does anyone want to give me specific product examples otherwise?
    Apr 6 09:04 PM | 1 Like Like |Link to Comment