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silverscreen

silverscreen
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  • Vringo bolsters legal team, provides update on trials [View news story]
    Yup, it's all or nothing.
    Oct 7, 2014. 08:25 PM | Likes Like |Link to Comment
  • Microsoft to acquire Mojang for $2.5B [View news story]
    It's about cloud and mobile. Players can set up servers on Azure for cheap / easy. Cloud can unlock all sort of advanced Mods (since it has so much more power). The cloud servers will enable larger communities. In and by itself, it won't be accretive significantly to the bottom line, the value is the cross-selling / branding of the ecosystem to the end consumers, especially teenagers segment.
    Sep 15, 2014. 11:59 AM | 5 Likes Like |Link to Comment
  • Minecraft to join Microsoft [View article]
    IMHO, it's about branding (and hence cross-selling). Minecraft by and in itself won't contribute to MSFT's bottom line in any significant fashion.
    Sep 15, 2014. 09:45 AM | 1 Like Like |Link to Comment
  • Minecraft to join Microsoft [View article]
    Quote: "Microsoft's investments in cloud and mobile technologies will enable "Minecraft" players to benefit from richer and faster worlds, more powerful development tools, and more opportunities to connect across the "Minecraft" community" => this is the rationale behind the purchase. If MSFT doesn't screw this up, it will be a good marketing / branding for their cloud and mobile services to retail consumers.
    Sep 15, 2014. 09:21 AM | Likes Like |Link to Comment
  • Microsoft reportedly in $2B talks to buy Minecraft maker [View news story]
    I don't think it can grow much more. The real value will be to have the game more enhanced for MS ecosystem; make an enhanced version for the Xbox, windows phone, etc.
    Sep 9, 2014. 11:05 PM | 2 Likes Like |Link to Comment
  • George Soros Is Betting Against The Market And Why Investors Should Take Notice [View article]
    @Irish, very funny: he said gold is the ultimate bubbles, he then established a long position, and then he sold (before the major crash). Bottom line is he's a trader, and traders change their mind on a dime. Your "has been bullish on gold" is actually very misleading.
    Sep 6, 2014. 04:07 PM | 3 Likes Like |Link to Comment
  • George Soros Is Betting Against The Market And Why Investors Should Take Notice [View article]
    @Ryan, do you actually know what his actual position sizes / book values were? He's a trader, not an investor (i.e. he's different from Buffett). As a trader, loss is a normal, matter-of-fact thing (heck, even "value investors" like Buffett still made wrong bets). In fact, with proper sizing / risk management, one still makes money even though he is only right 30% of the time. You are a self-proclaimed "quant" (per your user name), you should appreciate that fact. It doesn't matter if Soros lost billions in 1998, what if he made tens of billions before / after 1998? (I don't know if he did or not, just saying). Cherry-picking some individual trades of a trader is like looking at trees within a forest. In the end, Soros is one of the richest guys in the world by trading, and there is no disputing in that fact.
    Sep 6, 2014. 01:19 PM | 13 Likes Like |Link to Comment
  • Wal-Mart takes advantage of Disney-Amazon pricing skirmish [View news story]
    @Fatugly - I don't dispute that, I have my own preferences too. However, not "all things being equal" now, are they?
    Aug 17, 2014. 05:14 PM | 1 Like Like |Link to Comment
  • Wal-Mart takes advantage of Disney-Amazon pricing skirmish [View news story]
    Not if Disney can find other channels, which is what WMT is offering. Customers want certain products, they don't want certain retailers. Whichever retailers offer the products that they want, they will shop there. What is more important in this story is the opportunity to cross-sell.
    Aug 17, 2014. 12:10 PM | 4 Likes Like |Link to Comment
  • Vringo: Next Steps After A Disappointing Decision Versus Google [View article]
    I find it rather astounding that 2 old guys (no disrespect intended) somehow know more about patents / innovations than the USPTO and other tech experts. There is really no true genius in the software world. There are always some sort of prior-arts. If the decision is upheld, it will significantly change the landscape of software patents. While there are merits to the "patents are evil" argument; this sort of judgement will hurt the little innovators and innovations in the long run.
    Aug 16, 2014. 11:09 AM | 10 Likes Like |Link to Comment
  • Walgreen: A Special Situation Buy [View article]
    Just bought some RAD as well.
    Aug 8, 2014. 04:04 PM | Likes Like |Link to Comment
  • Abraxas Petroleum Set To Release Strong Second Quarter Earnings [View article]
    I'm aware of his credentials. That's why I'm curious why you called him "infamous". Are you a native English speaker? "Infamous" means "extremely bad reputation" ....
    Aug 6, 2014. 03:29 PM | Likes Like |Link to Comment
  • Abraxas Petroleum Set To Release Strong Second Quarter Earnings [View article]
    Slim, just curious, why do you consider Peter Lynch "infamous"?
    Aug 6, 2014. 08:52 AM | Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 07:59 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
218 Comments
344 Likes