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dr_randevil

dr_randevil
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  • I Want A Change In Leadership At Chesapeake Energy [View article]
    good point, I love your analysis.
    Apr 30, 2012. 10:10 AM | Likes Like |Link to Comment
  • Chesapeake's CEO Once Again Shows Poor Judgment [View article]
    I guess CHK gets to "cherry pick" along with Aubrey
    Apr 19, 2012. 10:56 AM | Likes Like |Link to Comment
  • 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. [View news story]
    if espn is 6-10 bucks a month for all the varients and everyone who has cable/satellite has to take them, I wonder what the cost would be for the people that just wanted it.

    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.
    Jan 5, 2012. 04:42 PM | 1 Like Like |Link to Comment
  • Adobe Has A Strategy That Seldom Works [View article]
    Boy, you told us. I will await the bankruptcy filings for Adobe soon!
    Nov 12, 2011. 01:32 PM | Likes Like |Link to Comment
  • Jim Cramer Has Reversed On Apple Because He Doesn't Understand It [View article]
    mmm... the benefits of momentum investing...
    Nov 12, 2011. 01:31 PM | Likes Like |Link to Comment
  • Adobe Has A Strategy That Seldom Works [View article]
    Adobe must be at least 50% flash revenue with all the talk about how important flash is to them? Wait.. it's in a segment called Platform that is 5%-6% of revenue over the past three years. Well I guess it's not too late to say Game Over.
    Sep 12, 2011. 04:48 PM | Likes Like |Link to Comment
  • RIM's Grim Earnings Reality [View article]
    Is there any way that you can have a shorter time horizon?
    Jun 6, 2011. 12:42 PM | 1 Like Like |Link to Comment
  • Even Buyout Rumors Cannot Help Research In Motion [View article]
    Did wireless spectrum become free? Not in, did they free some up, but monetarily?

    I guess everyone will just get an iPhone and pay whatever the telcos want for unlimited data...
    Jun 5, 2011. 01:42 PM | 1 Like Like |Link to Comment
  • Should You Jump on the Bears' Research In Motion Bandwagon? [View article]
    here's how the momentum investment philosophy works:
    don't let facts get in the way of a good story!
    May 10, 2011. 07:16 PM | 1 Like Like |Link to Comment
  • Why Research In Motion and Nokia Can't Compete with Apple [View article]
    it is so simple, I can't believe Nokia or RIM never thought to make better products!
    May 2, 2011. 02:35 PM | 1 Like Like |Link to Comment
  • Apple HDTV Reaffirms Tech Innovator's Role as a Platform Company [View article]
    Where's my Apple SUV??? I want to live in an Apple condo! They do everything right!
    Apr 14, 2011. 11:50 AM | 2 Likes Like |Link to Comment
  • 7 Reasons Apple's iPad Will Remain King of the Tablets [View article]
    I wonder if well make it to that high of volume in 5 years, considering that tablets aren't good at being productive and are at price points that are out of the range of majority of even developed market consumers.
    Mar 3, 2011. 03:57 PM | Likes Like |Link to Comment
  • Could Microsoft Go Out of Business? [View article]
    The hard part about thinking about Google coming into traditional PCs is what would be the benefit to them? They made the Chrome browser to make web searches easier which helps them. They made a free mobile OS that drives web usage and search at the expense of apps, because, well people use apps rather than search, or at least that's the sense I get from Apple users. With traditional PCs people already have chrome and ie and firefox and others to search. It seems like it would be a giant pain to write an OS and support all the different version of software that people would want to run and to support all the peripherals that people have that they would want to continue to use. Cloud computing seems more interesting because presumably they could try and push Google Docs subscriptions, but it's hard to imagine now that someone would trade a feature rich MS office environment that at least on a personal use basis costs around the same on a per usable life basis as having a subscription to Docs does. I don't think the argument of Google would benefit more from watching you on the cloud leading to better search results because they can already do practically the same thing with cookies today. Look forward to seeing others thoughts.
    Feb 15, 2011. 03:22 PM | Likes Like |Link to Comment
  • Nokia: Likely to Lose Smartphone Wars [View article]
    wow, finally an analyst who refuses to look @ any country other than the US. Those other countries just aren't worth think about. Buy AAPL @ whatever price, always 30% upside! Go USA only!!!!
    Sep 28, 2010. 12:19 AM | 2 Likes Like |Link to Comment
  • Daktronics: Spotlight on Advertising [View article]
    with 3 colors you can make any color, think about your TV today, aside from Sharp trying to introduce yellow as a color differentiator (where's more support in advertising for that?), everyone seems content with RGB. Advertising is down for everything except for high ROI internet spend, so most branding is down, which is likely what you'd put on a billboard along a roadside. I think Lamar, Clear Channel Outdoor, CBS outdoor can appreciate the economics of running multiple ad messages in a location, generating multiples of revenue of the plywood model, with the benefit of being able to change boards with barely any labor involved.
    Sep 20, 2010. 02:16 AM | Likes Like |Link to Comment
COMMENTS STATS
52 Comments
27 Likes