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silverscreen

silverscreen
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  • Amazon now -10.3% AH; CC touches on losses, AWS, video spend [View news story]
    It is not the cloud in and by itself that MSFT cares about. It's all the tie-ins that they will benefit from, especially on the enterprise space. AMZN on the other hand really has nothing to gain.
    Jul 24 11:44 PM | 1 Like Like |Link to Comment
  • Pump The Brakes: Micron Is Worth $18 - $22 Per Share [View article]
    Well, the author has a straddle, enough said.
    Jun 26 07:59 PM | 4 Likes Like |Link to Comment
  • Apple's Spotlight search dumps Google in favor of Bing [View news story]
    The real challenge for a new search engine is the data behind it, specifically rankings of sites. In other words, before the search engine gives good results, it needs to know that a particular site is good for what search terms and what search context. While the index engine can obviously scan key words and such, the real key data is user clicks. That is why Bing for a while collects user clicks on PC on Google searches. Unless Apple has secretly recorded all that (which is unlikely) it will be very difficult for them to start from scratch.
    Jun 4 12:29 AM | 1 Like Like |Link to Comment
  • Apple's Spotlight search dumps Google in favor of Bing [View news story]
    Are you aware that Yahoo actually uses Bing as their search engine?
    Jun 3 08:40 PM | 3 Likes Like |Link to Comment
  • Goldman's Cohn: "Abnormal" lack of action in markets [View news story]
    The big clients are the ones that need to hedge (institutes and corporate clients). Their mandate is risk management, to prevent fat tail events. Their mandate is not to make money. As a matter of fact, selling options would be against their mandate. That is why trading revenues go down across the whole industry, not just GS.
    May 29 09:27 AM | Likes Like |Link to Comment
  • Goldman's Cohn: "Abnormal" lack of action in markets [View news story]
    They can make money from their own prop trading, but not from clients. Nobody feels like they need to hedge or trade, hence revenues go down.
    May 29 12:33 AM | Likes Like |Link to Comment
  • Plug Power +8% on fuel cell deal with Central Grocers [View news story]
    So really no net-new units?
    May 9 08:47 AM | Likes Like |Link to Comment
  • A First Interview: Microsoft's Satya Nadella [View article]
    People don't understand tech companies. They got to where they are today because they have invented / were / are the leader in their sector. To ask them to use their retained earning to create values is pointless. The only time when that makes sense is for them to acquire talents and head off the young upstarts. If you want "to truly use your resources, including your retained earnings, in a way that will create value" then you should invest in the likes of Berkshire. Tech companies don't fit into the typical mold of finance management that is taught in MBA courses.
    Feb 22 03:41 PM | 4 Likes Like |Link to Comment
  • Bloomberg: Microsoft to name Nadella CEO, thinking of replacing Gates [View news story]
    Man, I totally hear you. Windows is so bad that all companies in the world use it.
    Jan 30 08:58 PM | 11 Likes Like |Link to Comment
  • Google reportedly charging Android OEMs for apps/services [View news story]
    Looks like you are from China, so I can't comment on Chinese Bing. In North America Bing is pretty good now.
    Jan 23 10:08 PM | Likes Like |Link to Comment
  • Intel Earnings Were A Complete Dud [View article]
    @trader: can't always win games by home runs. Singles and the ground works win games too.
    Jan 17 09:11 AM | Likes Like |Link to Comment
  • Weak Canadian dollar may provide catalyst for three big energy names [View news story]
    Agreed, unless one is sophisticated enough for some complex arbitrage. Not a game for 99% of retail investors.
    Jan 15 08:51 AM | Likes Like |Link to Comment
  • Vringo Wins Key Victory Over Google Revenue; Awaits 7% Royalty Decision [View article]
    VRNG is a trading stock, not an investment stock. On balance though, it has a good risk / reward ratio.
    Jan 12 08:00 PM | 2 Likes Like |Link to Comment
  • Vringo Wins Key Victory Over Google Revenue; Awaits 7% Royalty Decision [View article]
    I agree with you. Having said that, what I've found interesting is the wording of the ruling, where the judge references other previous cases for his reasoning. Maybe I read too much into it, but there are some hints about his thought processes, and they are positive for VRNG.
    Jan 6 11:25 AM | 4 Likes Like |Link to Comment
  • Vringo jumps following favorable damages ruling [View news story]
    Without a ruling on the alleged work-around, it's impossible for any settlement. Having said that, it seems like the court is starting to make rulings on this case and the work-around issue may get addressed soon.
    Jan 3 04:26 PM | Likes Like |Link to Comment
COMMENTS STATS
189 Comments
294 Likes