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silverscreen

silverscreen
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  • 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]
    JS, there is this thing called stop order. I hope you use it. If you are aggressive, use puts as hedges.
    Feb 2, 2013. 10:52 AM | 1 Like Like |Link to Comment
  • Nokia Beats Google For A Mapping Deal With Toyota [View article]
    Phase 3: Augmented Reality & (if chose) Social network integration.
    Feb 1, 2013. 09:18 PM | 1 Like Like |Link to Comment
  • What Is Wrong With Microsoft? [View article]
    When is the last time you actually used Bing ? I've switched to Bing for the last few months and haven't looked back. I'm not saying Bing is better, but as far as I'm concerned, it's almost the same. I'm against Google, because of their tracking. I like my privacy. I'm not saying Bing doesn't track. It's just not that extensive yet. Once it reaches there, I'll find some obscure engine again!
    Feb 1, 2013. 09:07 PM | 5 Likes Like |Link to Comment
  • "Apple absolutely has to make an iPhone with a bigger screen," iPhone 5 owner Henry Blodget declares. While Apple (AAPL +0.1%) insists on using relatively small display sizes to guarantee effective one-handed iPhone use, devices such as Samsung's Galaxy S III (4.8" display) make the iPhone 5 look "puny and sad in comparison."  The iPhone 5's display size doesn't seem to be affecting its U.S. position much, as Strategy Analytics' numbers demonstrate, but international markets appear to be a different story. [View news story]
    Have you guys ever tried to browse Seeking Alpha on the phone while waiting for the kid in dancing / swimming / soccer / etc. lesson? Bigger screens have its use-cases. I don't want to carry around the iPad. I want something that would fit in my jeans while offering bigger screen than the current iPhone.
    Feb 1, 2013. 03:30 PM | 3 Likes Like |Link to Comment
  • Lessons From Microsoft: An Outlook On Apple [View article]
    I don't want to start any Apple vs {insert name here} debate; but keep in mind about the elasticity of demand when investing. Intel / Cisco / Microsoft may not make "great products"; but they make products that people *need*. One can argue otherwise, but Apple largely make products that people *want*. If Apple fumbles a product upgrade cycle, the largely fickle consumers will jump to the next hottest product offered by the competitors. If Microsoft fumbles a product cycle (Vista, Me, you-name-it), they will lose a lot less customers.
    Jan 28, 2013. 06:58 PM | 5 Likes Like |Link to Comment
  • Wells Fargo: A Wonderful Company At A Fair Price [View article]
    Sooner or later, the economy will turn around, interest rates will rise, and the rate spreads will improve. WFC is the bank that is best positioned to gain from the spread increases. It will require patience, but it's a very low risk investment at this point.
    Jan 21, 2013. 04:22 PM | 2 Likes Like |Link to Comment
  • Did Vringo Traders Overreact To Google's Flip Flop? [View article]
    Danbudry,

    Not sure how you trade, but there are tons and tons of people trade through machine / program, based on technical indicators. An article such as this could cause an initial drop, and then it just cascades. The clever guys can make tons of money off these swings if they know in advance (i.e. frontrunning).
    Jan 5, 2013. 12:58 AM | Likes Like |Link to Comment
  • Did Vringo Traders Overreact To Google's Flip Flop? [View article]
    I vote for F: DR will announce shortly that he quits his law practices and run a hedge fund specializing in patent cases. VRNG is his first claim to fame.
    Jan 5, 2013. 12:41 AM | Likes Like |Link to Comment
  • Did Vringo Traders Overreact To Google's Flip Flop? [View article]
    I agree with you. However, what is unethical about this is he is leveraging his so-called credentials to try to move the markets. Is it illegal? Probably not; but very unethical. I bet lots of small / novice investors have lost money to DR and his gang.
    Jan 4, 2013. 01:38 PM | 5 Likes Like |Link to Comment
  • Google Flip Flops, Concedes Vringo Entitled To Ongoing Royalties [View article]
    Alan, VRNG just filed 3 new patents that were extensions on existing NOK patents that they purchased. These 3 patents have to do with mobile / wireless devices. The most interesting one is to manage content (and payments) on mobile devices. Obviously most of us don't know the patents' values (or if the patents will even be granted), but if one looks at a "best case" scenario, these patents can have tremendous values.
    Jan 3, 2013. 09:11 PM | 1 Like Like |Link to Comment
  • Google Flip Flops, Concedes Vringo Entitled To Ongoing Royalties [View article]
    It's scary but I have the exact expectations / hopes as you!
    Jan 3, 2013. 09:06 PM | Likes Like |Link to Comment
  • Google Flip Flops, Concedes Vringo Entitled To Ongoing Royalties [View article]
    " I have always said and continue to say everyone should thank Dan for sharing his views, whether one agrees or disagrees"

    Even if it causes PPS to drop and people lost money? I'm sure a lot of people exited the position when PPS went below 3. You may call them "weak hands" but others may view them as risk-management.
    Jan 3, 2013. 03:36 PM | Likes Like |Link to Comment
  • Vringo Vs. Google: An Analysis Of The USPTO Re-Examination Debate [View article]
    Alphi, there is no mis-reading. Check out the latest news on SA: http://bit.ly/T7vIsI

    They are really asking for a new trial just for the laches.

    If the judge is just, he will grant it.
    Dec 19, 2012. 08:48 AM | Likes Like |Link to Comment
  • Vringo Vs. Google: An Analysis Of The USPTO Re-Examination Debate [View article]
    Apparently they are also asking for a new trial just for past damages (essentially appealing the laches).
    Dec 19, 2012. 12:22 AM | Likes Like |Link to Comment
  • As A Frustrated Owner Of Vringo Stock, What Should I Do? [View article]
    Ongoing willful infringement of course. People have forgotten (or not brought up) this card. Won't be granted; but at least it's less ridiculous than GOOG's motion for a new trial.
    Dec 18, 2012. 11:33 PM | Likes Like |Link to Comment
COMMENTS STATS
201 Comments
313 Likes