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  • 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
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 10:08 PM | Likes Like |Link to Comment