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  • I Can't Believe I'm Saying This, But I'm Long BlackBerry [View article]
    My nostalgic memories of the Bold were three crashes that caused day long restores, no apps and other issues. I often thought the worse phone I ever owned was the Samsung Blackjack, whose thumb button broke after six months, until I "upgraded" to the Bold. Years later, and upgrades for both my wife and myself from the 4 to 5 to 6, and not a single hardware glitch with our iPhones.

    I write this to present the fallacy that ones personal perception and experience makes a market. Astute investors make decisions based on data along with some intuition. I no more believe Priv will take off because of Rocco's nostalgia than I do that it will be a disaster based on my Bold experience. No money until I see data.

    I also am calling BS on the self-flushing, airplane toilet story. I need to see data on that as well. Well, not actually see...
    Nov 12, 2015. 10:40 AM | 4 Likes Like |Link to Comment
  • Retirement Strategy: I Am Dumping 2 Stocks For One Aristocrat To Grow My Income Right Now! [View article]

    Understand your point and stock valuations as well. Having been a support Executive in a technology company, I learned quickly that one of the first areas cut during a down period is customer support. I wasn't clear about that in my comment but because of this experience, I tend to avoid companies that are ignoring or mistreating their loyal customer base since I view it as a predictor of future financial and corporate performance.

    Whether it is merely part of T's cultural heritage or a future indicator, punishing loyal customers as a strategy in today's market is a poor plan. The day's of communication monopolies and their chokehold on consumers have passed. If they don't "get it," I believe the market will punish them for it over time and the stock will perform poorly as a result.
    Nov 11, 2015. 10:30 AM | Likes Like |Link to Comment
  • Apple Has Become A Trading Stock [View article]
    The report actually recommended the stock and suggested to buy on the dips.

    I guess that recommendation includes self-inflicted dips. Perfect. Have your cake and eat it too!
    Nov 11, 2015. 10:06 AM | 7 Likes Like |Link to Comment
  • Apple: Q1 2016 Could Be A Harbinger Of Softer Days Ahead [View article]
    Blair recommended against AAPL in mid 2013 when the stock was at a low of $395, equivalent to $57 today, and has been bearish on AAPL since that point in time. If followed, you would have missed an easy double on your shares in one of the premier technology companies of the last decade. Once again, AAPL set all time sales records yet carries one of the lowest PEs and a cash hoard unrivaled in the corporate world.

    If all that good news and performance leads you as an investor to calculate that the only path forward for AAPL is therefore downhill, you may need to check your investing IQ. The corollary is to take a beaten up stock, such as BBRY, and state the only direction forward for BBRY is up. Good luck with such logical fallacies.
    Nov 11, 2015. 08:21 AM | 15 Likes Like |Link to Comment
  • Retirement Strategy: I Am Dumping 2 Stocks For One Aristocrat To Grow My Income Right Now! [View article]

    Interesting observation on T's stores. However, after 25 years as a T wireless, and longer as a land line and DSL customer, we had to switch wireless to V because we began frequent travel to an area T just could not service which had been verified by their web maps and technical support group.

    When becoming a wireless customer with Ameritech, which T acquired via the SBC merger, I took our original Yahoo mail accounts and merged them with their Email system. Following T's explicit directions to unmerge Email, I became locked out of my Yahoo Email. Weeks of calls, where I was either passed to another number or a T store, told I would be called back but never was or mysteriously disconnected, led me to an honest woman that explained T employees were explicitly told not to help former customers in any fashion and I would be out of luck no matter who I called.

    Fortunately, in Illinois the Attorney General's office handles complaints such as these. In fact, the third largest number of complaints, numbering in the thousands, are Telecom complaints. After a letter from the AG office, I received a call from a woman in T's President's office. It still took two months of calls to her and a technical rep for resolution.

    Well, I felt sufficiently punished as a former wireless customer of T to cancel our land line and internet and pass on all the "welcome back" junk mail offers. Situations such as these, and stories from their local current and former employees, keep me away from their stock. There are too many competitive alternatives today that a former monopoly needs to worry about.

    By the way, V service and support has been spotless in the three States we frequent.
    Nov 4, 2015. 08:31 AM | 7 Likes Like |Link to Comment
  • How Microsoft Trumped Apple And Why It Will Continue To Do So [View article]
    I am intimately aware of the HP technology you reference. It was not remotely similar to any modern touchscreen technology. The screen of the HP device was a green CRT terminal screen. The response to touch was via interrupting a series of horizontal and vertical infrared ports cut in the bezel of the terminal device. Any response to the user was via the RS232 connection to a server, either over a 1200 baud modem or to a local minicomputer and the servers intelligence controlled the user ASCII character responses.

    To say this evolved is accurate only in the sense of probably millions of hours of R&D hours in physics, manufacturing, semiconductors and software. If the HP terminal was a Model T, the modern touchscreen phone is a deployed Space Station. Quite the evolution indeed.
    Nov 2, 2015. 08:24 PM | Likes Like |Link to Comment
  • How Microsoft Trumped Apple And Why It Will Continue To Do So [View article]
    You're in the right spot to learn about investing in Apple. However, the wisdom is in the the brats' comments.

    Sticks and stones by the way...
    Nov 2, 2015. 07:48 PM | Likes Like |Link to Comment
  • How Microsoft Trumped Apple And Why It Will Continue To Do So [View article]
    Where APPL is concerned, it would be a first.
    Nov 2, 2015. 07:45 PM | Likes Like |Link to Comment
  • Which HP Should You Hold? [View article]
    Dana, is this a trick question,

    C) None of the above

    Nov 2, 2015. 11:19 AM | 4 Likes Like |Link to Comment
  • HP Breakin' Up [View article]
    The current HP split will be an interesting outcome to watch. Walking dead? Prior to the spinoff of Agilent, the conglomerate of HWP consisted of separate business lines, each measured closely for growth and profitability. HWP split out two of them, electronic test instrumentation and analytical instrumentation into Agilent, A, in the 90's. At the time, analytical was a low growth, low visibility, component of HWP. Well, guess which one has boomed post split? Agilent has grown and split and analytical instrumentation is the entity that now dominates any former HWP line in growth and profits. The oft-quoted Twain comment of his exaggerated death applies!

    Secondly, the real wisdom of the link is in the comment section of this linked article. The author himself knows the word "cloud" but little about its construction and it's marketing or the business aspects related to large entities. I would go back and read the comments before selling all your Cisco, IBM, EMC, etc. for Facebook or AMZN. Also, the repeated use of the F word should be a clue to the author's lack of knowledge. Not a prude myself but I found that its use in the this article merely an attempt to develop a cogent argument and thus any subsequent challenge. Give me logic or fact, not mere profanity to invest wisely.
    Nov 2, 2015. 09:50 AM | 1 Like Like |Link to Comment
  • Hewlett-Packard Enterprise Has Upside Amid Upcoming Split [View article]

    You've asked the $64B questions on valuations. Certainly, the spreadsheet analysts of all the major holders have been cranking on this for a while and have things pretty well identified. However, the key number is the assumed growth of the firms and while analysts have chosen a number for these as well, as the first quarter and other reports flow from both, a better external view will evolve and repopulate those spreadsheets.

    See comment below on the definition of "trade." Buying some puts on both as insurance might be a worthy consideration.
    Nov 2, 2015. 08:43 AM | Likes Like |Link to Comment
  • Natural Gas: Death By One Thousand Paper Cuts... Then A Huge Axe Wound [View article]
    Actually, long term forecast accuracy is way under 50%. You have better odds always betting against them.
    Oct 27, 2015. 08:45 AM | Likes Like |Link to Comment
  • Natural Gas: Death By One Thousand Paper Cuts... Then A Huge Axe Wound [View article]
    Clearly you're allowing facts and data to cloud your opinions. Few do.
    Oct 27, 2015. 08:43 AM | 2 Likes Like |Link to Comment
  • Natural Gas: Death By One Thousand Paper Cuts... Then A Huge Axe Wound [View article]
    As soon as weather forecasting exceeds a 50% accuracy level past 72 hours, I'll consider seasonal forecast accuracy somewhat credible. For now, stick with a coin flip. It's far more accurate.
    Oct 27, 2015. 08:38 AM | Likes Like |Link to Comment
  • HP up 4.6% after guidance/job cut announcements; analysts react [View news story]
    Fifteen years of confused and conflicted strategic management. Should we be Dell, Canon, IBM, EDS, Lenovo, Palm? How about software? Yikes!

    Probably the greatest HPQ franchise was/is printing. Hackborn was the genius who led the charge but he fumbled everything else when given the opportunity. If you want to invest in a portion of former HP that continues Hewlett and Packard's businesses and strategies successfully, consider Agilent (A) and/or Keysight Technologies. At a minimum, they at least know their industry and margins.
    Sep 26, 2015. 08:04 AM | 1 Like Like |Link to Comment