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TomasViewPoint

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  • JPMorgan reaches tentative $13B settlement with DOJ [View news story]
    They can make up for this pretty fast but it is a lot of money for shareholders to give away without a trial. Would love transparency but nobody in government wants it or they would never accept the settlement.

    On another note $13 Billion is about 5 days worth of debt the US government is racking up.
    Oct 19 08:20 PM | 5 Likes Like |Link to Comment
  • Apple, The Enterprise And Rejection? Not This Time [View article]
    Wow. You need help. Name calling and armchair psychoanalysis. And very whiny.

    When the name calling starts that person is tapped out. Go find something you know about and do some research unless that is too hard for you.

    I am done with this thread.
    Oct 19 01:42 PM | Likes Like |Link to Comment
  • Apple, The Enterprise And Rejection? Not This Time [View article]
    Whatever. Moving on.
    Oct 19 01:37 PM | Likes Like |Link to Comment
  • The JPMorgan Apologists Of CNBC [View article]
    Will

    Anyone with any knowledge of banking & the S&L crisis of the 80's knows this law. I should not have to help you. But it's a good read about deregulation done wrong and lack of industry readiness.
    Oct 19 01:35 PM | 1 Like Like |Link to Comment
  • Apple, The Enterprise And Rejection? Not This Time [View article]
    RJ

    You are not cheer leading? Bull! Your words: "No, enterprises will not reject Apple this time."

    Any balance in your article about how this could all go wrong for Apple? Anything other than rosy scenarios? Not in your world. No depth. No breadth. No originality. Worse yet, no critical thinking.

    But your grammar is correct. By all means that will carry the day.

    Your analysis sucks. Actually there is no analysis. It is all fluff, quotes and cheer leading. So you are an English major looking for a profession and in the process writing a slanted article and most of it quotes?

    Whatever the case you are way out of your league. And you don't even know it.
    Oct 18 11:42 PM | Likes Like |Link to Comment
  • Apple, The Enterprise And Rejection? Not This Time [View article]
    Rochelle

    Wow! Grow up. Is this all about your feelings?

    What else are you self taught in beside investing? Obviously technology. What else?
    Oct 18 11:18 PM | Likes Like |Link to Comment
  • Apple, The Enterprise And Rejection? Not This Time [View article]
    Rochelle

    If you are going to call me a jerk then I guess I have to explain the truth.

    If your only goal is to write stuff for giggles or advance a career then great. You want to write something serious and get taken serious then you have to be able to defend your ideas with solid research and logic. And experience might help as well. Analysts get blasted on Wall Street and on SA all the time. Why do you feel you need special treatment?

    People read this forum for investment ideas and you should feel an obligation to help them not just yourself. Read the Blackberry articles comment streams to find out how all the cheer leading and weak analysis worked for those investors.

    My expertise is helping start three software companies. Worked for two of the largest enterprise companies in the world. Ran global IT services for an IT consulting company with a Fortune 500 client list that had multi billion dollar IT budgets. Other than that I don't know anything.
    Oct 18 11:51 AM | Likes Like |Link to Comment
  • Apple, The Enterprise And Rejection? Not This Time [View article]
    How vendors see the enterprise and how businesses view the enterprise are very different. Vendors want to be considered an enterprise company because it sounds more strategic, deal sizes are larger and nobody wants to be classified as a device/widget provider or a non-strategic vendor.

    The businesses that buy from vendors look at the enterprise and who is strategic much differently. Using my prior example, laser printers are a rounding error and disposable and not strategic.

    Using your example Feldman is heading up outsourcing and other strategic deals. So you are comparing device sales to outsourced contracts. Apples to oranges at best.

    Quit digging your hole deeper.
    Oct 18 11:35 AM | Likes Like |Link to Comment
  • Apple, The Enterprise And Rejection? Not This Time [View article]
    Skippy

    She admitted she is not an expert. Case closed.

    You want people submitting articles to New England Journal of Medicine that have no medical background? Or have a relative that is a doctor? Absolutely ridiculous. Blind leading the blind.

    Being called out for lack of expertise is not rude it is the truth. Since when has the truth been rude? I guess since nobody wants their feelings hurt. What about the people who are hurt reading cheer-leading articles, believe them and invest on them? That is the real travesty. Who is looking out for their feelings?

    I know IT workers very well having spent a lot of time with them around the world. But that is not relevant to this forum.
    Oct 18 01:10 AM | Likes Like |Link to Comment
  • The iPhone Will Be In Third Place In 2015 [View article]
    Bachar

    Buying Gucci bags by putting them on a payment plan or layaway seems pretty cheap. That is why you don't hear about Gucci marketing this sales option.

    Apple is really trying to straddle two fences and I believe will eventually fall between them. They want to be a luxury brand but they are not exclusive and their partners are telco brands and big box stores. The brand will be a muddy mess.
    Oct 17 07:35 PM | 1 Like Like |Link to Comment
  • Taleb Versus Reality [View article]
    Tack

    I don't think I implied that market timing may not be part of the strategy.
    Oct 17 07:27 PM | Likes Like |Link to Comment
  • Apple, The Enterprise And Rejection? Not This Time [View article]
    If you can find enterprises that think devices are part of their infrastructure then that fits the model you have in mind. You will have a tough time finding them going that far the same way they don't call laser printers part of infrastructure.

    These things are disposable.
    Oct 17 07:22 PM | Likes Like |Link to Comment
  • Taleb Versus Reality [View article]
    Tack

    There is a comparison to the insurance industry but you have to make some adjustments. The ins ind is making bets on millions of people and a % of them will have a catastrophe. Taleb is focused on 1 market and waiting for it to have a catastrophe. That is going to take time but if you believe in boom and bust cycles in the markets then you know one is coming. This is not something to put 100% of your money in so one should be picking up the nickels year over year.

    But if you have a small % of your portfolio in a Taleb strategy when the catastrophe hits you have something working for you while your long positions are getting killed. Many people cannot get out of their long positions that easily so this is useful.
    Oct 17 10:44 AM | Likes Like |Link to Comment
  • eBay seeing weakening U.S. e-commerce growth, cautious about holidays [View news story]
    Tack

    Good point. I agree on ebay's image problem.
    Oct 17 10:37 AM | Likes Like |Link to Comment
  • The JPMorgan Apologists Of CNBC [View article]
    Sorry Google DIDMCA. That was the phonetic spelling.

    People who know the US financial system know this law quite well. It was very disruptive to existing models of banking.
    Oct 17 10:26 AM | Likes Like |Link to Comment
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