dr_randevil's Comments dr_randevil's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/590804/comments Snapdragon: Is This Qualcomm-Apple Rumor True? http://seekingalpha.com/article/1262171/comments?source=feed#comment-16156071 16156071 Mon, 11 Mar 2013 20:19:28 -0400 Chesapeake (CHK) will no longer be run by Aubrey McClendon, but the company he founded is far from rid of him. He is entitled to ~$47M in total compensation, but the most enduring entanglement is his interests in up to 2.5% of ~45K producing wells, which could make it harder to structure a takeover deal. "It's hard for me to imagine anyone wanting to take it all on," Argus' Phil Weiss says. http://seekingalpha.com/currents/post/796071?source=feed#comment-14413241 14413241 Thu, 31 Jan 2013 13:50:18 -0500 Southwestern Energy: Marcellus Assets Shine, Gas Fundamentals Challenge http://seekingalpha.com/article/1086631/comments?source=feed#comment-13257851 13257851 Thu, 03 Jan 2013 10:44:34 -0500 More on Apple: Topeka's Brian White, he of the $1,111 PT, claims "an insatiable appetite" exists for the iPad Mini in mainland China and Hong Kong, with checks indicating nearly all models are sold out in Hong Kong stores. He also claims Chinese iPhone 5 availability has improved, and that local resellers are calling it the most popular high-end smartphone. (previous) http://seekingalpha.com/currents/post/738091?source=feed#comment-13069211 13069211 Fri, 28 Dec 2012 13:38:13 -0500 Will Apple Stay Premium In The Long Run? http://seekingalpha.com/article/1074471/comments?source=feed#comment-12818431 12818431 Thu, 20 Dec 2012 11:06:41 -0500 H-P (HPQ -0.6%) opens lower after Topeka's Brian White, best known for praising all things Apple, downgrades shares to Sell in response to their rally. H-P's product line issues, a weak IT spending environment, and Cisco and EMC's ambitions to become broader IT solutions providers are named as concerns. White also notes H-P's European exposure (EMEA was 36% of FQ4 sales), and says his firm believes "IT spending in the region has deteriorated further over the past few weeks." (yesterday) http://seekingalpha.com/currents/post/725581?source=feed#comment-12732711 12732711 Tue, 18 Dec 2012 12:14:48 -0500 Newfield Exploration A Strong Buy For These Reasons http://seekingalpha.com/article/1015641/comments?source=feed#comment-11751511 11751511 Sun, 18 Nov 2012 17:27:28 -0500 A German site has leaked pricing for the Windows 8 Pro versions of Microsoft Surface (MSFT). The 64GB Surface Pro will reportedly have a local cost of €809 ($1,027) after including VAT, and the 128GB a cost of €909 ($1,160). At those prices (well above Surface RT's), Surface Pro, which uses an Intel Core i5 CPU, is likely to be a niche product. Especially since many OEMs are releasing cheaper and thinner (albeit less powerful) Windows 8 Pro devices based on Intel's Clover Trail Atom CPU. http://seekingalpha.com/currents/post/648531?source=feed#comment-11344601 11344601 Wed, 07 Nov 2012 17:20:06 -0500 As weak U.S. gas prices drag down its earnings, Royal Dutch Shell (RDS.A +2.2%) plans to boost profits by converting natural gas into road fuels like diesel, which it can sell at much higher prices. Selina Williams says only Shell can leverage its position as the world’s top producer of gas-to-liquid fuels, which can fill the tank of any car, to tap profits in the U.S. fuel market. http://seekingalpha.com/currents/post/632311?source=feed#comment-11135611 11135611 Thu, 01 Nov 2012 15:33:52 -0400 Cramer's Lightning Round - I'm Starting To Believe In Walgreen (10/23/12) http://seekingalpha.com/article/944681/comments?source=feed#comment-10851001 10851001 Wed, 24 Oct 2012 13:16:07 -0400 The Real Natural Gas Production Decline http://seekingalpha.com/article/873141/comments?source=feed#comment-9630981 9630981 Wed, 19 Sep 2012 15:08:25 -0400 Southwestern Energy: U.S. Gas Production To Stay High For The Next 12-18 Months http://seekingalpha.com/article/852901/comments?source=feed#comment-9208131 9208131 Fri, 07 Sep 2012 18:51:12 -0400 Things Might Not Be That Bad For Hewlett-Packard http://seekingalpha.com/article/823651/comments?source=feed#comment-8716781 8716781 Thu, 23 Aug 2012 21:21:43 -0400 Chesapeake Energy: It's Not Aubrey McClendon's Fault http://seekingalpha.com/article/728081/comments?source=feed#comment-7502281 7502281 Wed, 18 Jul 2012 10:07:58 -0400 Buffett's Favorite Valuation Metric Goes Bullish http://seekingalpha.com/article/668541/comments?source=feed#comment-6569361 6569361 Tue, 19 Jun 2012 11:30:50 -0400 A rise in natural gas fracking costs could crimp Halliburton (HAL -2.2%) shares, Susquehanna writes, as the firm chops its price target and earnings estimates for the next three years. While HAL has been able to pass through prior price inflation due to a red-hot pressure pumping market, the firm now sees a sequential decline by 500-550 bps in North American margins due to guar gum inflation. http://seekingalpha.com/currents/post/359221?source=feed#comment-6250451 6250451 Fri, 08 Jun 2012 18:44:48 -0400 Transocean Has A Major Accounting Problem (And Many Others) http://seekingalpha.com/article/620021/comments?source=feed#comment-5877991 5877991
It's hard to keep a long term focus, but that's probably any investors real edge today.]]> Mon, 28 May 2012 16:34:06 -0400
It's hard to keep a long term focus, but that's probably any investors real edge today.]]> Chesapeake And An 'I Told You So' Moment http://seekingalpha.com/article/618571/comments?source=feed#comment-5839851 5839851 Sat, 26 May 2012 13:01:14 -0400 Cramer's Lightning Round - Titan Is In-Your-Face Optimistic (5/23/12) http://seekingalpha.com/article/614711/comments?source=feed#comment-5770721 5770721 Thu, 24 May 2012 11:42:07 -0400 Dell (DELL): FQ1 EPS of $0.43 misses by $0.03. Revenue of $14.42B (-4% Y/Y) misses by $490M. Expects FQ2 revenue of $14.7B-$15B, below $15.4B consensus. Shares -7.5% AH. (PR) http://seekingalpha.com/currents/post/330911?source=feed#comment-5747931 5747931 Wed, 23 May 2012 18:54:31 -0400 Dell (DELL): FQ1 EPS of $0.43 misses by $0.03. Revenue of $14.42B (-4% Y/Y) misses by $490M. Expects FQ2 revenue of $14.7B-$15B, below $15.4B consensus. Shares -7.5% AH. (PR) http://seekingalpha.com/currents/post/330911?source=feed#comment-5705131 5705131 Tue, 22 May 2012 17:02:23 -0400 I Want A Change In Leadership At Chesapeake Energy http://seekingalpha.com/article/535971/comments?source=feed#comment-4993901 4993901 Tue, 01 May 2012 18:06:49 -0400 I Want A Change In Leadership At Chesapeake Energy http://seekingalpha.com/article/535971/comments?source=feed#comment-4933841 4933841 Mon, 30 Apr 2012 10:10:01 -0400 Chesapeake's CEO Once Again Shows Poor Judgment http://seekingalpha.com/article/508161/comments?source=feed#comment-4578441 4578441 Thu, 19 Apr 2012 10:56:24 -0400 All Things Digital asks where did the 9M cable subscribers go that responded to a Deloitte survey that they canceled their paid TV service if the pay-TV industry reports an almost unchanged level of subscribers? With another 11% in the survey tipping off that they're considering using online sources for TV - could it be that the phenomena of "cord-cutting" and "cord-nevers" is even larger than reported? CHTR, CMCSA, TWC, DTV, and DISH would like to know. http://seekingalpha.com/currents/post/108636?source=feed#comment-2151099 2151099
I also wonder about the retransmission payments that the broadcast companies are starting to get from all cable subscribers. I wonder how pleased they would be if they lost that stream of revenue from the over the air only people.

A-la-carte is a tempting idea, I just don't know if the people who provide the programming want to go backwards or if they have the power to stop from going backwards on what they earn.]]> Thu, 05 Jan 2012 16:42:47 -0500
I also wonder about the retransmission payments that the broadcast companies are starting to get from all cable subscribers. I wonder how pleased they would be if they lost that stream of revenue from the over the air only people.

A-la-carte is a tempting idea, I just don't know if the people who provide the programming want to go backwards or if they have the power to stop from going backwards on what they earn.]]> Adobe Has A Strategy That Seldom Works http://seekingalpha.com/article/292807/comments?source=feed#comment-2034911 2034911 Sat, 12 Nov 2011 13:32:49 -0500 Jim Cramer Has Reversed On Apple Because He Doesn't Understand It http://seekingalpha.com/article/307305/comments?source=feed#comment-2034909 2034909 Sat, 12 Nov 2011 13:31:31 -0500 Adobe Has A Strategy That Seldom Works http://seekingalpha.com/article/292807/comments?source=feed#comment-1902533 1902533 Mon, 12 Sep 2011 16:48:21 -0400 RIM's Grim Earnings Reality http://seekingalpha.com/article/273380/comments?source=feed#comment-1691179 1691179 Mon, 06 Jun 2011 12:42:12 -0400 Even Buyout Rumors Cannot Help Research In Motion http://seekingalpha.com/article/273367/comments?source=feed#comment-1689539 1689539
I guess everyone will just get an iPhone and pay whatever the telcos want for unlimited data...]]> Sun, 05 Jun 2011 13:42:21 -0400
I guess everyone will just get an iPhone and pay whatever the telcos want for unlimited data...]]>