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RLLH

RLLH
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  • IBM Finally Breaks Out: The Earnings Update. [View article]
    I won't be buying more share since I have several thousand shares I got years ago at $10 (adjusted for many splits). But neither will I be selling any. I enjoy the steady growth in income, now at 40% per year on my original cost basis. Today's turnaround is nothing compared to what they were able to do in the 1990's.
    Apr 17 09:59 AM | Likes Like |Link to Comment
  • Why Microsoft Is Becoming A Great Company Again [View article]
    I think that Microsoft is taking the right path by emphasizing software. Time and again we have seen devices (televisions, GPS, cameras, CD players, DVD players, mainframe computers, PCs, and next cellphones) become commodities, with corresponding drops in price and margin. I think this will haunt Apple, and have little effect on Microsoft.
    Apr 4 06:46 PM | 1 Like Like |Link to Comment
  • Microsoft: You Ain't Seen Nothing Yet [View article]
    I agree with most of your reasoning, although I think Ballmer should be given more credit for having a "fortress balance sheet and solid fundamentals". I do think Microsoft is a better bet than Apple, although perhaps not as much so as the price of Apple has fallen and the price of Microsoft risen.
    Mar 26 07:15 PM | 2 Likes Like |Link to Comment
  • The Intel Catalyst To Watch For [View article]
    I agree with your assessment of a tablet versus a real pc. I put up with the pitiful mouse substitute because I like not having to be at my desk to read articles or do E-mail. But for real work I need a keyboard and mouse. I couldn't imagine using a tablet in an office environment.
    Mar 23 09:46 PM | 1 Like Like |Link to Comment
  • Predicting Share Prices: Avon Products May Rise By 50% [View article]
    I would feel much more comfortable if the model depended on the company's numbers rather than something outside they can influence. Nevertheless I hope your model proves true so I can dispose of my shares at a profit.
    Mar 19 06:23 PM | Likes Like |Link to Comment
  • Server sales weak again in Q4; H-P/Cisco's share rises, IBM's plummets [View news story]
    Since IBM sold its server division, why is this an issue for them?
    Feb 27 07:16 PM | Likes Like |Link to Comment
  • IBM: A Safe 60% Upside [View article]
    IBM - love that $30,000 per year dividend growing at 10% per year. Thank god I did not listen to the wolf callers 20 years ago! Anyone who bets against IBM does so at their peril.
    Feb 4 06:01 PM | 4 Likes Like |Link to Comment
  • Apple's Intrinsic Value And The Market's Irrational Valuation [View article]
    Per the latest 10-K for Apple:
    Net Income 2012 $41,733,000,000
    Net Income 2013 $37,037,000,000

    I don't think the market is too irrational if it sees falling income (and falling margins), and prices accordingly.
    Jan 30 07:42 PM | 1 Like Like |Link to Comment
  • The Microsoft Quarter [View article]
    Interesting that MSFT is trying to get into the hardware business while IBM is trying to change itself into less of a hardware and more of a software company, because of the huge profit margins in software. I have to wonder why MSFT did not concentrate on building more innovation in business software instead.
    Jan 24 11:46 AM | 1 Like Like |Link to Comment
  • Penn West: When Will The Pain Stop? [View article]
    LEAPS - Long Term Equity AnticipPation Security, aka options
    Jan 23 12:08 PM | Likes Like |Link to Comment
  • GE's Immelt: 'We End The Year With Momentum' [View article]
    I could really care less if he is a cheerleader for the company or not. As long as he is minding the store and profits go up every year, that is fine with me. As Graham said, "In the short-term, the market
    is a voting machine, but in the long-term, it is a weighing machine.” I am content to wait for the scales to be recorded.
    Jan 20 10:33 AM | 1 Like Like |Link to Comment
  • Intel's Bold Tablet Gambit [View article]
    Have to agree with you on this. I have Linux and Windows on my pc and have gradually moved to spending 95%+ of the time on Windows.
    Jan 13 08:06 PM | 1 Like Like |Link to Comment
  • Intel: Understanding Intel [View article]
    True, and IBM is now up about 1500% from those dark days. If Intel doubles or triples I will be satisfied.
    Jan 10 04:11 PM | 2 Likes Like |Link to Comment
  • Looming iPhone Price War In China To Boost Apple [View article]
    Could this be a sign that Apple phones are not selling well in China and that prices must come down to get people to buy? This is not normally a good sign for any product.
    Jan 10 03:00 PM | 3 Likes Like |Link to Comment
  • PC shipment declines narrow further in Q4; Lenovo and Dell take share [View news story]
    Could that be why you are not a stock analyst?
    Jan 10 11:40 AM | Likes Like |Link to Comment
COMMENTS STATS
402 Comments
532 Likes