HerrKevin

Cramer Is Wrong: Why NII Holdings Is a Buy

Seems like this could be a real cramer bashing thread here. Before you all get too happy about calling cramer all sorts of names and accusing him of things, remember that his advice to people isn't to buy and sell on his recommendations. His advice is to do your own research and learn when to buy and sell based on his recommendations.

If people are too stupid to take cramer's advice and simply sell a stock like NIHD just because he said so then they deserve whatever losses they incur. But most people who follow cramer understand that when he says to buy or sell a stock, there is something to be learned from the reason behind it, and that nobody has to agree with him 100% of the time (I'm a fan, but I still wouldn't purchase a number of his recommendations at any price)

But I know many of you like to insult cramer as much as possible on this site, so go ahead, call him a bunch of names, don't bother to take any of his advice seriously, I don't care how you invest.


On Jun 26 08:40 AM WACG wrote:

> Cramer permits his friends to "front run" price movements in many
> stocks he pumps and pans on his show.The disclosure that he "might"
> preannounce stocks discussed on his show scrolls by so fast that
> it is very hard to read the fine print. Cramer is a self-promting
> clown.

Is Rambus the Next 27 Bagger?

I'm not a thinking reader because I came to the conclusion that RMBS is a patent troll? Who says I can't be swayed by facts and good argument? How about instead of being an asshole you just post a good argument and see where the chips fall.

You make a good point that they employ lots of people to work on their patents, and that most patent trolls only have patent portfolios. (Although I would argue that a good number of trolls do some R&D, just not at the level of RMBS)

But that doesn't change the fact that they don't actually make anything. RDRAM was a failure, mainly due to pricing. They take nothing to market and just act as a drain on other companies who can do their own R&D. RMBS simply goes and parents everything in sight so that when anyone else in the RAM industry wants to make something they owe RMBS money. If RMBS actually produced some products then I wouldn't be accusing them of being a troll.


On Jun 15 10:18 AM pk de cville wrote:

> HerrKevin:
>
> You won't be able to see this, but I'm speaking to thinking readers
> here.
>
> This comment of yours is insane on its face: "The first is that RMBS
> is a patent troll who doesn't deserve to be making a cent..."
>
> The EU/Rambus settlement proposes Rambus get paid by all DRAM manufacturers
> for its patented intellectual property underlying the various JEDEC
> standards: DDR, DDR1, DDR2, DDR3...
>
>
> Rambus invented the foundational elements of modern memory and it
> continues to invent and patent the future of memory technology to
> this day with over 500 scientist/engineers.
>
> (Patent trolls invent nothing and employ only lawyers.)

Is Rambus the Next 27 Bagger?

I think there's two things to note here:

The first is that RMBS is a patent troll who doesn't deserve to be making a cent- they are stifling innovation, not creating it, by patenting everything they can in relation to RAM and then litigating when standards not so surprisingly infringe on the patents.

The second is that our current legal system supports this, and they could very well make a lot of money on this. Nuke John seems to be really getting the court cases right lately, and I don't think he's wrong on this one either.

Until legal systems change to prevent patent troll abuse companies like RMBS will continue making money. Might as well invest in them until that happens...

Campbell Soup: For Dividend Investors, Better Choices Are Available

As TCK points out, it would be more interesting to know what you think the better options are. Anybody can read about CPB's business segments and earnings in their quarterly reports, what is more interesting is who you think is more worthwhile for the dividend. Perhaps Kraft?

Some Thoughts on Jim Cramer (aka Mr. Market)

Your jealousy of his success oozes from this article. Give it up- even if he gets some stuff wrong, he gets plenty of calls right. Since you haven't read his books, you are completely misinterpreting his advice and thoughts on the market. The reason so many people follow him is because, unlike most talking heads, he doesn't tell you to go do what he says. His whole deal is about researching independently and figuring out the market on your own! That's why people like him- he gives an introduction to the market that you can't get from other places. Sure he has the "lightning round" and all these other places where he just says buy and sell on stocks, but that's not a command to go do what he is saying. It is a suggestion to look into these stocks more and decide on your own. You can think of Cramer like a tour guide to the market, suggesting what places require a closer inspection. And you can listen to his advice, or you can just continue to be jealous of his success. If you're making money on the market then I guess it doesn't matter, but if you aren't, then it might be wise to stop being a baby.

TiVo Is Still Grossly Undervalued

Interesting observations. Just to bring a little more information to the discussion, TIVO has had some fairly heavy insider selling lately-almost a million shares in early June after the rise to 11 from various insiders. Even in May when the stock was around $7.60 there were several sales (~300k shares sold along with ~400k on a planned sale).

All that insider selling is a bit of a red light for me, saying that the insiders don't expect to gain much more out of the DISH network situation.

Bing: Google, Wave Goodbye to those Long Profits

Fair enough- Although I think GOOG is going up until tech as a whole pulls back, those are fair reasons to go short.


On Jun 10 09:32 AM Michael Young wrote:

> I am suggesting the combination of factors; falling ppc revenues,
> new competition, social media growth and the recession, collectively
> suggest GOOG is a short, especially after it had 9 successive positive
> days. But you are right, Bing, by itself shouldn't be reason to sell.
> Thanks very much for your feedback. I appreciate you would take the
> time to read my article.

Bing: Google, Wave Goodbye to those Long Profits

Oh give me a break. Bing offers nothing new other than finally making Microsoft's web search not suck. The results are roughly on par with Google and that's simply not enough to get people to switch. Current figures show that Bing isn't even as popular as Yahoo (it spiked in popularity at its release, but fell back down when everybody realized it wasn't anything exciting).

Call me when a company comes out with a search engine that better understands natural language, rather than our current versions. Then we'll discuss how much money Google will lose (or gain, maybe they'll invent it). And no, Wolfram Alpha doesn't count, at least not yet.

Rambus: The Next Big Litigation Play

Of course I read the article. And just because you have a bunch of patents doesn't suddenly mean your tech is good, or even that anybody else copied it. Anybody can issue a ton of vague patents (see: Amazon) that seemingly everyone copies. Now I didn't want to go accuse RMBS of being a patent troll in my first post so that I could engage a bit of discussion, but now I will: RMBS's claims are typical patent troll claims, but that doesn't mean they won't necessarily win (That's just how our court system works at the moment)

They have no chance on patents 7,177,998 7,210,016 -- they'll get killed by prior art. There's just no way those are novel developments given when the patent apps were filed.

6,470,405 6,591,353 have a chance, I don't feel like getting into the details of them (patents are quite boring as most people know), but I'm still fairly skeptical of them simply based on the introductions.

And while I haven't been following RMBS's stock for the past 10 years, I have been following their hardware for a long time.

And disclosure: Not short or long RMBS. It's too hard to know what the court will do on these patents to go either way.

On Jun 08 10:16 AM Mr. B wrote:

> HerrKevin,
>
> Did you read the article? If Rambus technology "sucks", why have
> all of the memory manufacturer's "stolen" it and incorporated the
> technology into every generation of memory products produced over
> the past 10 years?
>
> Rambus finally has a chance to get paid.
>
> This is a very good synopsis of reams of information. NJ, thanks
> very much.
>
> Disclosure: Long RMBS for 10 years
>
> carpediem0496
>
>
>

Rambus: The Next Big Litigation Play

There's just one problem with RAMBUS: Their tech sucks. Why should this company make any money? RDRAM is all washed up, and their only other products are DDRx series of RAM that a plethora of companies make. Maybe I'm wrong here, and I'd enjoy seeing an article from you saying why, but to be long in this stock I think you have to show how after the court cases are over a higher price is justified. For example TIVO is a successful company with millions of subscribers and TSRA has interesting tech with good growth prospects. RMBS on the other hand.. well, I can't see any good reasons, but you've been following it longer than me apparently so lets hear it!

We're Due for a Serious Pullback

So what if the charts look the same? What a ridiculous observation. Even if the market starts going down, saying it is because the charts look the same is an incredibly unscientific observation of the reasons for what is happening. Companies are making profits now, they weren't last year. That alone justifies our current market position.