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adamkbice

adamkbice
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  • NQ Mobile: Like A Freight Train Through The Night, Part 1 [View article]
    Better hurry up and get part 2 out. MW just brought it almost back to my entry price, and I'm kind of irritated at all the cowards/idiots in this stock who can be swayed by one firm (known for shorting Chinese stocks, see EDU last year) into dropping the price 50%.
    Oct 24 01:51 PM | 1 Like Like |Link to Comment
  • BlackBerry: Game Over? [View article]
    The products were great. The problem is that the only people who knew about the products were investors. I think I remember seeing one commercial (then another today on my Skype banner). Nothing on Hulu, nothing on Pandora, just... nothing.

    It may be an American phenomenon, but if they're choosing not to advertise in America, that's just as bad of a business decision as not advertising at all.
    Jun 29 08:01 PM | Likes Like |Link to Comment
  • BlackBerry: Game Over? [View article]
    It doesn't matter how powerful the OS is if Blackberry doesn't spend some money to advertise it.
    Jun 29 08:00 PM | Likes Like |Link to Comment
  • BlackBerry: Game Over? [View article]
    They are going down. The worst part of the earnings call was the low, pessimistic guidance for next quarter (which should be a blowout with a full quarters' worth of Q10 sales).

    The trap I fell into - which is the same trap I believe a lot of BBRY longs fell into - was that I knew a lot about the products. I did a lot of research into the Z10 and Q10, and the BB10 operating system. I was really impressed, and thought they would sell well. And so did anybody who was familiar with the product; even bearish earnings estimates weren't this disastrous.

    Unfortunately, the majority of consumers did NOT do any of this research. Most people's response to the question, "hey, did you hear about the new Blackberry OS?" wasn't "what new OS?", it was even worse: "Blackberry still exists?" Heins & Co. did an absolutely AWFUL job marketing their fantastic product. It doesn't matter how great the phones are, and how secure the operating system is, if no one is even aware your company did anything.
    Jun 29 07:59 PM | 5 Likes Like |Link to Comment
  • BlackBerry Short Sellers, I Salute You [View article]
    It's nothing right now. The trap I fell into - which is the same trap I believe a lot of BBRY longs fell into - was that I knew a lot about the products. I did a lot of research into the Z10 and Q10, and the BB10 operating system. I was really impressed, and thought they would sell well. And so did anybody who was familiar with the product; even bearish earnings estimates weren't this disastrous.

    Unfortunately, the majority of consumers did NOT do any of this research. Most people's response to the question, "hey, did you hear about the new Blackberry OS?" wasn't "what new OS?", it was even worse: "Blackberry still exists?" Heins & Co. did an absolutely AWFUL job marketing their fantastic product. It doesn't matter how great the phones are, and how secure the operating system is, if no one is even aware your company did anything.

    The fact that they added a million dollars in cash is just insult to injury. If that money was used for advertising, what more could they have done? Just hugely disappointing to watch this unfold. I am completely out of the stock until I see an advertising blitz from the company.
    Jun 29 07:57 PM | 3 Likes Like |Link to Comment
  • Microsoft's U-Turn Does It No Good [View article]
    I'm a 29-year-old who still actively plays video games. Many of my friends are the same, and many of them have (and still use) the xbox 360. Personally, I've always preferred the xbox over the PS3, despite having to pay for "gold" online access.

    Not a single person that I've talked to is planning on getting the X1 over the PS4. None of them. 0%. Granted, the sample size is only around 20 or so, but again, many of them have been Xbox faithfuls. Military gamers have already decided en masse to boycott the X1 due to its original restrictions, which would have made the systems useless on deployments. The "U-turn" in policy came too little, too late.

    I absolutely believe their original idiotic policies regarding the X1 will cost them many potential customers, just as those policies caused me to change systems.
    Jun 21 03:22 PM | Likes Like |Link to Comment
  • Bull Of The Day: Synchronoss Technologies [View article]
    "...the company is going to be growing much faster than its peers over the next year and a half and that has caused the valuation to appear inflated right now."

    To me, that translates as "future growth is already priced into the stock, so don't expect the price to move very much, as the stock settles into its future valuation." How is current inflation a good thing? If anything, it seems that near-term paper losses are more likely than gains, though the price-to-book discount does paint a positive picture.
    Jun 21 03:14 PM | Likes Like |Link to Comment
  • Uni-Pixel: Is The SEC Investigating? [View article]
    "Metadata" captured when pictures are taken by a cell phone or the vast majority of digital cameras. Contains information such as file size (in pixels), date and time the picture was taken, etc. If the device taking the picture possesses GPS capabilities, and location features are enabled, the location the picture was taken (usually in lat/long) is also embedded.

    There was an article regarding Blackberry sales in which the author presented pictures of huge lines at UK stores. I had the same doubts with his article, so I checked his pictures. Surprisingly, the exif data backed up everything he said - the pictures had been taken that morning, in the UK. With your article? All the data has been stripped.

    Note that my position in UNXL is ridiculously small; this is one of my "might as well throw some money at it in case it explodes" stock. In reading your article(s), I am given no compelling reasons to change my mind. As much as SA authors and contributors talk up the legality of what they do on this site, this is a blog, and journalistic integrity does not apply. Without hard evidence, everything - from both sides - must be taken as hearsay.
    Jun 21 11:37 AM | 13 Likes Like |Link to Comment
  • Uni-Pixel: Is The SEC Investigating? [View article]
    I find it strange that your "a picture is worth a thousand words" article used pictures which had had the exif data stripped from them. Meaning, there was no way to prove when or where they were taken. One would think, with concrete proof that a stock was worth shorting, exif data would have remained embedded in the "damning" images.

    Similarly, the links in this article provide no real corroboration the points made within. The UNXL pumpers and UNXL shorters seem to be two sides of the same untrustworthy, biased coin.
    Jun 21 11:09 AM | 7 Likes Like |Link to Comment
  • Texas Roadhouse: Best Name In The Restaurant Industry, 100% Upside Potential [View article]
    That, and the delicious cinnamon honey butter they give you with their bread.
    Jun 20 02:22 PM | Likes Like |Link to Comment
  • Arena Surges On Pre-Launch [View article]
    The exact same thing happened (technically speaking) around March 20th. No long-term effects. This recent rise is predicated on the buzz regarding the upcoming launch.

    I would argue that technical analysis and chart interpretation has little place in the world of small-cap pharmaceuticals.
    May 29 01:08 PM | 1 Like Like |Link to Comment
  • Interviewing Dr. Losordo: The Promising Development Of CD34 Cells [View article]
    How about you Google it.

    If you expect an SA contributor to give you every possible reason to buy a stock, you're delusional. This article should be one of many stops you make in your due diligence. If you don't have time to research it yourself, hire a broker.
    May 18 05:11 PM | Likes Like |Link to Comment
  • Uni-Pixel Is Still A Good Short Due To PC Industry Woes, And Probably Worth $8 Or Less [View article]
    Very, VERY short-term shorts are making money.

    I consider myself a late-coming long in this company, and even I managed to get in at $22. If someone's been short UNXL for more than a few weeks, they're in the red. Sure, it's a roller coaster ride, but those are pretty fun. I believe this company has a lot more upside potential than downside risk, and that is, essentially, the reason one invests in a company.

    While it's true that Atmel could very well create and produce a similar product, they are not as nimble as you make them out to be. Financially, they are not in a position to switch capex to a touch film division on a whim. UNXL has gone from a company in development stage, to a company in production stage, with $5M/quarter payments coming in. They are partnering with a company to increase production. Things are looking pretty good. I don't understand the short thesis, as it just seems to be "nuh uh, they're going to fail." I'd rather not base my investments on that level of discourse.
    May 18 03:38 PM | 1 Like Like |Link to Comment
  • Enormous Insider Buy Signals Loudly For Audience [View article]
    Why can't people's behavior on internet forums mirror their behavior in public? People need to be punched in the face for spouting off more often as children. One upside of a violent society is that people usually end up being a lot more polite.

    You disappoint me, SA commenters.
    May 10 12:36 AM | Likes Like |Link to Comment
  • BlackBerry: Focus On The Long Term [View article]
    "[BBRY] will not need to reach Apple's (AAPL) or Samsung's (SSNLF.PK) level to survive."

    Exactly. This is the one point I need to reiterate over and over when talking to BBRY bears. "It will never reach its former popularity."

    If it reaches even 20% of its former popularity, the stock will be at $30/share. I'll take it.
    May 7 11:14 AM | 2 Likes Like |Link to Comment
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