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amphion

amphion
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  • Nokia's Run Is Done [View article]
    The timing of this story, hitting right before Nokia's major press conference, is set to scare investors off. Don't be a fool.
    Feb 25 02:21 AM | 28 Likes Like |Link to Comment
  • USEC: Current Valuation Offers A Favorable Risk/Reward Profile [View article]
    One last thing... The company needs to overcome two main things to get government loans: demonstrate their technology works and can be commercialized, and enough capital to seem credit worthy. USEC can raise capital (selling off assets, work with partners to invest in new stock offerings - stock dilution), but so much is left to chance in solving technological issues of uranium enrichment. It may be their tech isn't commercially viable and/or does not work so they don't receive the government loans they want at the end of the year.

    Again, I'm long but there are risks with USEC.
    Jan 27 03:35 PM | Likes Like |Link to Comment
  • USEC: Current Valuation Offers A Favorable Risk/Reward Profile [View article]
    Another problem for the stock is declining natural gas prices. As natural gas prices decline, more and more machines/businesses/pe... switch to using natural gas from nuclear energy so less LEU USEC will sell in the future. Keep in mind everyone believes low natural gas prices will be the new norm and the lifeblood of America's future economy.
    Jan 27 02:28 AM | Likes Like |Link to Comment
  • USEC: Current Valuation Offers A Favorable Risk/Reward Profile [View article]
    Last week, Germany placed their stake in Urenco up for sale. A rumor is Toshiba, a huge USEC partner and financier, wants to buy it. If they do buy the company, they no longer would rely on USEC to provide LEU to power plants in Japan. So USEC may not have a future money bank and/or customer.

    I'm long USU -- I fear huge stock dilution over bankruptcy, though.
    Jan 26 09:35 PM | 1 Like Like |Link to Comment
  • USEC: Current Valuation Offers A Favorable Risk/Reward Profile [View article]
    There are contract issues not mentioned too. For example, contracts specify the product produced by Urenco and Areva can only be used for peaceful purposes, not war or in any item related to war. This would give the DOE and USA motivation to build their own plant simply for this reason.
    Jan 26 09:25 PM | Likes Like |Link to Comment
  • The Bundesbank unveils its gold repatriation plans, with an aim over the next 7 years to have half of its gold stored in its own vaults vs. 31% now. New York's share will drop from 45% to 37% and Paris from 11% to 0%. The move appears to be more about quelling a domestic political flare-up rather than a lack of trust among central banks. [View news story]
    ^ All these comments are from crazy people.
    Jan 17 02:36 AM | Likes Like |Link to Comment
  • Will Nokia's New Lumia Phones Live Up To Investor Hopes And Hype? [View article]
    This article will be convincing for dumb people.
    Dec 19 02:09 AM | 15 Likes Like |Link to Comment
  • In spite of the company's woes, CNET's Roger Cheng found a sense of optimism at Nokia (NOK +6.3%) Finnish HQ during a visit - that's a far cry from what The Global Post reported during a 2011 visit, where employees speculated whether Stephen Elop is a Microsoft mole. This time, some praised Elop for cutting down on the bureaucracy blamed in part for Nokia's stumbles. "You needed approvals from 150 people to get something done, and any one person can stop something," said one ex-employee. (Elop comments[View news story]
    The guy lied in his story. He claimed a person went into the Nokia store in downtown Helsinki, asking to buy a pair of apple headphones for his iPhone. The person working at Nokia's flagship store directed them, according to Roger Cheng, to the local Apple store. However, Apple has ZERO stores in Helsinki, Finland, according to their website.

    This type of BS making up tidbits to make Nokia look horrible and Apple look superior is ridiculous.
    Dec 18 07:06 PM | 3 Likes Like |Link to Comment
  • Some more Microsoft (MSFT) news: 1) The company is expanding Surface's distribution to non-Microsoft stores in the coming days - Microsoft claims it had planned to do so as of Jan. 1. Is it getting desperate thanks to disappointing early sales? 2) Due to its demand for a 30% cut on all in-app purchases, Apple has reportedly rejected an update to Microsoft's SkyDrive iOS app, and is also at odds over Microsoft's plans to sell Office 365 subscriptions via upcoming Office iOS apps. Amazon can relate. (earlier) Update: Staples and Best Buy are among the retail partners. [View news story]
    This post makes no sense. If demand for Surface was low: Why would major retailers include them in their stores? So demand must be lucrative in the eyes of Best Buy and Staples, just sayin.
    Dec 11 07:55 PM | 1 Like Like |Link to Comment
  • Initial reports of sellouts for Nokia's (NOK) Windows Phone 8 Lumia hardware are "misleading," thinks Deutsche's Kai Korschelt, since they have much to do with supply issues. "Anecdotal evidence suggests that many stores have only received 5-20 devices/store with wider carrier distribution delayed in some countries," Korschelt writes, while speculating 28nm chip shortages are to blame. He also claims U.K. retail survey and Google search interest data for the Lumia line is underwhelming. (Raymond James[View news story]
    Everyone can check to see if one of his claims, that Google search data is underwhelming or the same as last year is correct, by going to Google themselves.

    Google Trends for "Lumia":
    http://bit.ly/X5W2WU

    Notice the huge spike in interest after the announcement of Nokia's Lumia 920.

    So the analyst is full of crap, just sayin.
    Nov 29 06:26 PM | 7 Likes Like |Link to Comment
  • Hulu should consider buying Netflix (NFLX -11.9%) in order to instantly add to its movie library and number of subscribers, argues Louis Bedigan. The key to the deal for owners NBC <, Fox (NWS +1.4%), and ABC (DIS -0.1%) would be the ability to lower content costs when contracts were up for negotiation. A beat-up Netflix is also starting to unfurl an entry point that might look enticing for the well-funded trio of owners. [View news story]
    LOL. Why would content creators ABC, NBC, CBS seek to lower content costs? Content companies thrive when they have multiple bidders to publish their content.
    Oct 24 03:40 PM | 5 Likes Like |Link to Comment
  • Buying Opportunity: Apple Will Miss Fourth Quarter Earnings Expectations [View article]
    The supply chain shortages is a rumor to cover poor sales.
    Oct 24 02:20 PM | Likes Like |Link to Comment
  • The consensus among Microsoft Surface RT (MSFT) reviews: build quality and battery life are solid; the performance of the Nvidia (NVDA) processor is somewhat lacking; the tile-based UI is impressive and flexible, but needs fine-tuning and remains tied to the desktop UI (particularly when using Office); there's a big shortage (for now) of apps, and the ones provided are often buggy; and the costly touch/type covers work well ... as long as you don't put them on your lap. Many reviewers see potential, but almost none give a strong endorsement. (reviews: I, II, III, IV, V, VI[View news story]
    Can people place the iPad in their lap? No. Some points in these articles are SO biased in supporting Apple's iEconomy they border on stupidity.
    Oct 24 12:53 AM | 3 Likes Like |Link to Comment
  • "[Windows 8] was very difficult to get used to," says a user who installed a preview version. "I have an 8-year-old and a 10-year-old, and they never got used to it. They were like, 'We're just going to use Mom's computer.'" Microsoft (MSFT) needs to hope such complaints, which are echoed by some reviewers, just amount to initial discomfort with a very different UI. Meanwhile, Salesforce.com CEO Marc Benioff, in typical hyperbole, is declaring the OS "the end of Windows" (for enterprises). (also: I, II[View news story]
    This is a LOL hit job on Microsoft. It's not journalism, it's an iAd!
    Oct 19 04:20 PM | 5 Likes Like |Link to Comment
  • Microsoft (MSFT) -1.9% following its FQ1 miss, which featured ugly Windows division figures (hurt by both demand and inventory changes), and a slowdown for Office and Server & Tools - coming in the wake of Intel and IBM's numbers, that's bound to heighten fears of an enterprise IT slowdown. Two silver linings: Microsoft's unearned revenue balance (tied to subscriptions) rose 13% Y/Y to $17.7B, and the company said on its earnings call Windows sales picked up in September as OEMs began to prepare for Windows 8's arrival. [View news story]
    It's important to note they deferred $1.36 billion in revenue made from Windows in Q1 to Q2. If counting the total, revenue for the Windows division is flat, not declining by 8 percent.
    Oct 19 01:10 PM | Likes Like |Link to Comment
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