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  • Baxalta prices secondary at $39.50  [View news story]
    Shire offered part of the purchase in stock, part cash. BXLT's price moves based on the value of Shire.
    Likely they have some other reason to sell out now, which could be a multitude of reasons: they think Shires price will go down (or don't want to risk it); they have debt payment coming due; something related to quarterly reporting...just some examples.
    Jan 28, 2016. 07:33 AM | Likes Like |Link to Comment
  • Boston 'T' Party? Investors Should Consider Abandoning This Ship  [View article]
    Scotty, T owns Cricket. Fast growing segment, but it's small.
    Jan 3, 2016. 02:17 AM | 10 Likes Like |Link to Comment
  • Wall Street Breakfast: Crude Sinks To New Post-Crisis Lows  [View article]
    I thought the first scene (especially), and some later scenes would be a little rough for little ones. I guess it depends on their age, and a parents' dialogue with out to deal with it.
    Dec 21, 2015. 12:18 PM | 1 Like Like |Link to Comment
  • BHP Billiton - Largest Mining Company Will Recover  [View article]
    Cramer did a piece a couple of weeks ago about the three companies you mention (he's not always wrong). 1) they are digging out more iron ore, not less (they have cut some capex, but not much) 2) vale appears to be the weakest one, then rio, then bhp.

    It appears they are mining themselves into oblivion, maybe to save market share, maybe because that's the only way to make "some" money. BHP is the best horse in the glue factory, but I'm thinking there will be a divy cut. When oil goes back to $60/bbl, my guess is that it will help buoy them. I think it's early on buying. I have a small position, and am severely underwater. If they cut the div to pay debt, I'll buy more and avg down. If they don't, it will buy at a lower price.
    Dec 20, 2015. 08:52 AM | 8 Likes Like |Link to Comment
  • Wall Street Breakfast: China Data, Oil Rout Weigh On Markets  [View article]
    The cmg by my office is always bustling. Maybe the patrons don't read the news stories.
    Dec 8, 2015. 07:32 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Markets Shrug Off Paris Attacks  [View article]
    DCV - there have been several opportunities to change the model on drug pricing, with one being Bush/Congress with the donut hole legislation. With America paying for the world's R&D, I suspect in ten years, we will look back and think those "price gougers" were pretty tame.
    Nov 17, 2015. 08:10 AM | 4 Likes Like |Link to Comment
  • The Greatest Threat To Intel In Data Centers Comes From IBM, Not ARM  [View article]
    Gil,
    According to IBM, the Power platform gets incredible density for Windows. I have not seen this myself, just heard through a sales seminar.
    Everyone uses virtual machines these days, and VM Ware is supported on Power, as Linux is supported. It adds a layer of abstraction from the hardware, so you can run anything in the host, including Windows.
    This guy was talking about running ~1000 Windows boxes on two Power7 boxes. We don't get near that density on HP blades.

    What matters now in the data center:
    -Density
    -Redundancy
    -Power usage (electricity)
    -Overall TCO

    That said, Intel won. Period. IBM made processor architecture decisions years ago that went a different direction and they can't compete. Being a threat in the data center will only be where IBM bundles with services, which will be marginal.
    Money flows like water and takes the path of least resistance, Intel is that path.
    Nov 12, 2015. 06:51 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Global Equities Ending Brutal Quarter In The Green  [View article]
    There is no substance to what Trump says. He seems like he is striking a more populist tone, especially about his 'universal healthcare' statements.
    Sep 30, 2015. 07:27 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: The Spotlight Turns To Healthcare  [View article]
    They are in Texas.
    Sep 28, 2015. 07:37 AM | 14 Likes Like |Link to Comment
  • Wall Street Breakfast: Volkswagen Rocked By Emissions Scandal  [View article]
    It was sarcasm. I guess I'll tag it next time for you people that take thing literally.
    Sep 21, 2015. 10:11 AM | 3 Likes Like |Link to Comment
  • Two big lease renewals for Chambers Street Properties  [View news story]
    I thought it was a merger? Who's buying who?
    Sep 21, 2015. 09:59 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Volkswagen Rocked By Emissions Scandal  [View article]
    I can't wait for congressional hearings, should be entertaining.
    Sep 21, 2015. 07:11 AM | 6 Likes Like |Link to Comment
  • Wall Street Breakfast: How Does The Wild Week End?  [View article]
    Drop in the price of oil (for whatever reason)? It's the additive cost in almost everything done, made, etc.
    Aug 28, 2015. 07:30 AM | 4 Likes Like |Link to Comment
  • Atlanta among new GE headquarters options  [View news story]
    There are pockets of really good schools, especially in North Texas. Only Yankees complain about the weather...Texans know "give it a few days, it'll change..."
    Aug 20, 2015. 08:40 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: China Stock Plunge Weighs On World Markets  [View article]
    Throw Homeland Insecurity into that firing list. You would think they could help out on some process review, or look at open firewall ports.
    Aug 18, 2015. 07:45 AM | 25 Likes Like |Link to Comment
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