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Hendershott

Hendershott
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  • Fischer: Global developments may have killed Sept. rate hike [View news story]
    Sept. on not it, doesn't matter anymore, we already beat this horse to death. The bond participants have already made their adjustments. Maybe it tickles some algorithm briefly but it's no longer an event. This particular horse is dead.
    Aug 30, 2015. 08:44 PM | Likes Like |Link to Comment
  • Seagate Is In Trouble And Nobody Seems To Care [View article]
    redundant array of inexpensive disk drives....inexpensive.... cheap.....10 terabyte disk drives.....there's still a place for HDD.
    Aug 28, 2015. 01:56 AM | 2 Likes Like |Link to Comment
  • Liquidation Of Crowded Hedge Fund Energy Positions [View article]
    Spot on, commodities and EM stock markets (Korea etc.) as well.
    Aug 27, 2015. 01:30 PM | Likes Like |Link to Comment
  • IDF 2015: Keynote Exposes Intel's Broken Approach To Mobile [View article]
    INTC has under 1% of the smart phone market according to IDC. Who cares? It's just not a big business for INTC. The Chinese want to toss out QCOM and use home grown chips. It's not a critical business for INTC and maybe one that is better stayed out of.
    Aug 20, 2015. 09:29 PM | 1 Like Like |Link to Comment
  • Citi: Oracle needs many years to break even on cloud app sales relative to licenses [View news story]
    MSFT and IBM have big, rapidly growing cloud divisions and a lot of software to go along with it.
    Aug 20, 2015. 02:32 PM | 1 Like Like |Link to Comment
  • Goodrich CFO Schott resigns [View news story]
    One wonders if Goodrich will last long enough to find a new CEO. It's not likely to be a long term job.
    Aug 19, 2015. 09:16 PM | Likes Like |Link to Comment
  • Citi: Oracle needs many years to break even on cloud app sales relative to licenses [View news story]
    Welcome to Software as a Service. the traditional up front license model is very profitable but it's going away. Much to Larry's chagrin. Showing earnings with SaaS is a real trick, ala CRM etc. Valuing a SaaS vendor is an even more difficult trick. EV/sales etc. with lots of deferred revenue hanging around somewhere in the financial statements.
    Aug 19, 2015. 09:12 PM | 1 Like Like |Link to Comment
  • Costolo reportedly leaving Twitter's board; Square IPO advisers prep for Dorsey exit [View news story]
    Heyey Abbot!
    Aug 9, 2015. 04:17 PM | Likes Like |Link to Comment
  • SEC backs rule on CEO pay ratio [View news story]
    The money the corporation makes does not belong to the CEO. Without the other employees, the company won't make any money.
    Aug 6, 2015. 08:51 PM | Likes Like |Link to Comment
  • Icahn takes active 8.18% stake in Cheniere Energy [View news story]
    CHK has a supply contract with LNG.
    Aug 6, 2015. 07:49 PM | 3 Likes Like |Link to Comment
  • SunEdison down 13.1% after mixed Q2; 2015 guidance reiterated [View news story]
    I don't own this but I've seen enough stocks have similar crashes lately that I don't want to be in the market at all now.
    Aug 6, 2015. 06:23 PM | 1 Like Like |Link to Comment
  • Icahn takes active 8.18% stake in Cheniere Energy [View news story]
    Just what we need,Carl dicking around.
    Aug 6, 2015. 06:18 PM | 12 Likes Like |Link to Comment
  • Atlanta Fed's Lockhart ready to move on rates next month [View news story]
    It's just the beginning. Fed projections have FF rate at .35% this year, 1.26% next and 2.12% in 2017.....about 8 increases?....not so much expected to be reflected in the 10 yr.....2.63%, 3.14% and 3.62%.....at least that's the Fed's projections at the moment.
    Aug 5, 2015. 08:42 PM | Likes Like |Link to Comment
  • Super Micro Computer beats by $0.01, beats on revenue [View news story]
    sooper micro!
    Aug 4, 2015. 04:52 PM | 1 Like Like |Link to Comment
  • Now Is The Time To Buy Twitter [View article]
    Alex, a last random impression. Dorsey sounds like he knows what to do. He apparently thinks it will take quite a while to get it done. I don't think he sounded like he wanted to be the one to do it.
    Jul 29, 2015. 10:24 PM | Likes Like |Link to Comment
COMMENTS STATS
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