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silverscreen

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  • For Nokia, Microsoft Is Dead Weight [View article]
    @Wonder. Gotcha. Thanks for pointing that out.
    Feb 10, 2013. 05:23 PM | 1 Like Like |Link to Comment
  • For Nokia, Microsoft Is Dead Weight [View article]
    Wonder, it's not Here map. With all due respects, if you follow a company, at least do it properly. It's NAVTEQ technology. Here is just a recent add-on acquisition.

    You have to think long term. NAVTEQ provides 80-90% of the car navigation. But the puck doesn't stop there. Forward thinkers have to think about how to push it further. That means things like integration with social network (i.e. reviews, recommendations, likes from friends, etc.), store coupons, augmented realities, etc. If NOK stops innovating, they will be overtook by GOOG. One of the key ingredients that is needed for such extended map / location technology is user data and brand recognition. If there is no presence of NOK map in user devices (i.e phone / tablets), or the Internet (i.e. "Bing" maps), the service will eventually lose the end user mindset, and eventually will lose out to GOOG (or unlikely, APPL's map).

    There is a reason why APPL goes out and creates its own map strategy. The opportunity is still untapped. Think strategically people.
    Feb 10, 2013. 03:17 PM | 1 Like Like |Link to Comment
  • For Nokia, Microsoft Is Dead Weight [View article]
    shompa (and many others here),

    You guys don't understand the MSFT and NOK allegiance. Without MSFT, NOK's map and location division would be gone in the long run. Google dictates that Android devices have to use Google map services. That would be billions of dollars write-off for NOK if the map division is dead. By aligning with MSFT, MSFT agrees to abandon Bing map, and use NOK maps instead. And it pays NOK billions of dollars to use WP.

    The map / location's innovation story continues here, there are still a lot of growth left. Why do you think NOK continuously invest in it (re: Here acquisition, etc.) when it cuts down a lot of other areas and supposedly in dire financial needs (according to the shorts).

    Elop made a few mistakes, there are no doubts. But aligning itself with MSFT is not. Don't you think the NOK board already know what Elop would do (strategically) before hiring him?

    The story continues here, it's still a long road ahead. And to the author, here's a better title for the article: "For Nokia, Kofi Bofah is dead weight. And nobody cares."
    Feb 10, 2013. 11:59 AM | 2 Likes Like |Link to Comment
  • Hedge fund guru Jim Rogers has made no secret of what he thinks of the Fed's monetary stimulus. It's "outrageous," he says. Now he's putting his money where his mouth is, saying that he's begun shorting U.S. government debt. "It's all artificial," Rogers quips. "The Federal Reserve is printing money as fast as they can. The Bank of Japan said 'we're going to print unlimited money.'" - If he's right, that bet could pay off big. [View news story]
    Well, not to defend Rogers or anybody in particular; but it took the Fed 3 strikes to get it right (QE 1, QE 2 and QE infinity). You can only expect a trader / speculator to get it right once after several times. The key is to limit the losses, and let the gains run.
    Feb 8, 2013. 01:08 AM | Likes Like |Link to Comment
  • Hedge fund guru Jim Rogers has made no secret of what he thinks of the Fed's monetary stimulus. It's "outrageous," he says. Now he's putting his money where his mouth is, saying that he's begun shorting U.S. government debt. "It's all artificial," Rogers quips. "The Federal Reserve is printing money as fast as they can. The Bank of Japan said 'we're going to print unlimited money.'" - If he's right, that bet could pay off big. [View news story]
    A trade idea is important; but how to execute the idea is twice as important. The right execution strategy can limit your losses and "bagger" the gains.... I wish I could pick some of those guys brains!
    Feb 8, 2013. 12:56 AM | Likes Like |Link to Comment
  • Hedge fund guru Jim Rogers has made no secret of what he thinks of the Fed's monetary stimulus. It's "outrageous," he says. Now he's putting his money where his mouth is, saying that he's begun shorting U.S. government debt. "It's all artificial," Rogers quips. "The Federal Reserve is printing money as fast as they can. The Bank of Japan said 'we're going to print unlimited money.'" - If he's right, that bet could pay off big. [View news story]
    Sameer, you are right. However, if you really think about it, the Fed wants (moderate) inflation. It is the only way that the economy has meaningful growth and the Fed can exit their QE-to-infinity policy. So in a convoluted way, shorting Treasuries is the same trade as "don't fight the Fed". If you really think about it, it's true.
    Feb 8, 2013. 12:47 AM | Likes Like |Link to Comment
  • Hedge fund guru Jim Rogers has made no secret of what he thinks of the Fed's monetary stimulus. It's "outrageous," he says. Now he's putting his money where his mouth is, saying that he's begun shorting U.S. government debt. "It's all artificial," Rogers quips. "The Federal Reserve is printing money as fast as they can. The Bank of Japan said 'we're going to print unlimited money.'" - If he's right, that bet could pay off big. [View news story]
    Nope. Treasury buyers can just move off bonds into higher yield assets, say, high dividend stocks.
    Feb 7, 2013. 11:09 PM | Likes Like |Link to Comment
  • Hedge fund guru Jim Rogers has made no secret of what he thinks of the Fed's monetary stimulus. It's "outrageous," he says. Now he's putting his money where his mouth is, saying that he's begun shorting U.S. government debt. "It's all artificial," Rogers quips. "The Federal Reserve is printing money as fast as they can. The Bank of Japan said 'we're going to print unlimited money.'" - If he's right, that bet could pay off big. [View news story]
    With all due respect Ted, I am quite sure he has made a lot more money than you in trading. Just because he is vocal, it doesn't necessarily mean he is not smart.
    Feb 7, 2013. 11:04 PM | 2 Likes Like |Link to Comment
  • Reviewers (I, II, III) of Microsoft's (MSFT) Surface Pro often like the device more in theory than in practice. While praising its display and performance, and admitting the value of a tablet that can morph into a fully-fledged Windows notebook, the Pro's battery life (when used as a tablet), thickness (ditto), and storage (when used as a notebook) lead to generally muted reviews. Walt Mossberg: "Like many products that try to be two things at once, the new Surface Windows 8 Pro does neither as well as those designed for one function." Paging Tim Cook... (Surface RT[View news story]
    It's already hinted by MS: http://bit.ly/WSfv99 Surface 2.0 a year from now (after INTC releases Haswell) will have pretty decent battery life.
    Feb 7, 2013. 01:10 AM | Likes Like |Link to Comment
  • Reviewers (I, II, III) of Microsoft's (MSFT) Surface Pro often like the device more in theory than in practice. While praising its display and performance, and admitting the value of a tablet that can morph into a fully-fledged Windows notebook, the Pro's battery life (when used as a tablet), thickness (ditto), and storage (when used as a notebook) lead to generally muted reviews. Walt Mossberg: "Like many products that try to be two things at once, the new Surface Windows 8 Pro does neither as well as those designed for one function." Paging Tim Cook... (Surface RT[View news story]
    Can't one just use a brick phone instead of a smart phone?
    Feb 7, 2013. 12:23 AM | Likes Like |Link to Comment
  • Nokia Beats Google For A Mapping Deal With Toyota [View article]
    @Five, we're here to make money, not to be a fan-boy of any company. The Internet is a very wonderful source of info. Search for yourself. If you choose to be blind and lose (or miss out) money, be my guest.

    Hint for your ignorance: NAVTEQ was an American company before bought by Nokia. Guess the nationalities of the companies that NAVTEQ had dealt business with up to that point.
    Feb 2, 2013. 09:50 PM | 2 Likes Like |Link to Comment
  • "We told you so." Seriously? Barron's thumps its chest in the sort of self-congratulatory, bullish article that could give a fan of stocks pause. "If there's a great rotation going on from bonds to stocks, we may be only in the top of the first inning," says Jason Trennert. The 60/40 stocks/bonds mix is out of favor with many institutional investors, notably big college endowments, which now have 27% of assets in stocks vs. 45% a decade ago. [View news story]
    @Value, you will be right in the long term. In the mid-term though, inflation is low. The inflation crowd (myself was included) has been expecting the inflation to skyrocket for a couple years now, with nothing to show for. I think the de-leveraging force is so big that even the biggest print shop of the planet (the Fed) can't do 180-degree turn against it. So we have the delicate balance between macro cycle (de-leveraging) against the printing machine. This happened before in history to a lot of empires, and the macro cycle eventually won out every single battle, and the empires eventually were destroyed. What is unprecedented this time is the world economy has become one single global interconnected web, and the Fed pretty much represents the whole world, not just a single empire. That's why the dollar hasn't collapsed despite all the printing.
    Feb 2, 2013. 04:43 PM | 3 Likes Like |Link to Comment
  • Nokia Beats Google For A Mapping Deal With Toyota [View article]
    They will be releasing a new high-end phone for VZ very shortly. My guess is May (6 months after release on T).
    Feb 2, 2013. 03:29 PM | Likes Like |Link to Comment
  • If the NAAIM Survey of Manager Sentiment was "off the charts" bullish in the high 80s, what is it now? The index rises to the unheard of level of 104.25, meaning the average respondent is now leveraged long. The most bearish manager is 60% net long - the most bullish position for the most bearish respondent ever. [View news story]
    @MI, you should just stop defending your position. We need the other doubters on the other side of the trade! If you convinced everybody to join our side, there won't be anybody left to make money from (and then it will really crash).
    Feb 2, 2013. 01:36 PM | 2 Likes Like |Link to Comment
  • Nokia Beats Google For A Mapping Deal With Toyota [View article]
    @Adam, with all due respects, ... and I guess you don't really know what you are talking about. NAVTEQ is used by Mercedes, BMW, Volkswagen, GM, Chrysler, etc. They have between 80% and 90% of the vehicle navigation market.
    Feb 2, 2013. 01:32 PM | 6 Likes Like |Link to Comment
COMMENTS STATS
217 Comments
344 Likes