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Philip Marlowe

Philip Marlowe
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  • FCC to reportedly allow "fast lane" ISP charges; will Netflix pay? [View news story]
    Sure all businesses are there to make money. That statement does not really mean much.

    But we have built our powerful economy on the principle that no single business or oligopoly should be allowed to exact a monopoly toll on other businesses or people. The "market will find a way" is a very convenient saying for businesses that are outside of the usual market forces. Wired internet service is a natural monopoly. Everyone knows this, it obvious. We should treat it as such.
    Apr 23 10:23 PM | 2 Likes Like |Link to Comment
  • FCC to reportedly allow "fast lane" ISP charges; will Netflix pay? [View news story]
    This is horrible. I am afraid this will be profound drag on the leadership the US currently enjoys in technology.
    Apr 23 08:49 PM | 1 Like Like |Link to Comment
  • Keystone supporters say new delay revives push to bypass Obama [View news story]
    Transportation of oil by rail has doubled for reasons mostly unrelated to Keystone.
    Apr 23 12:04 PM | 2 Likes Like |Link to Comment
  • MA Governor versus Zohydro Act 2 [View news story]
    It makes sense. MA is suffering from surge of heroin use. And they have found that heroin addictions usually start by people legally using properly prescribed prescription opioids. People get addicted and then switch to heroin because it is cheaper than the pills.
    Apr 23 11:44 AM | Likes Like |Link to Comment
  • MA Governor versus Zohydro Act 2 [View news story]
    "Doctors will have to complete a risk assessment and pain treatment agreement before employing any opioid like Zohydro. "

    It covers any opoid.
    Apr 23 11:40 AM | Likes Like |Link to Comment
  • Skyworks +6.4% AH on FQ2 beat, guidance; RF Micro +1.9% [View news story]
    PS It should be also noted that SWKS started a new dividend today. 0.11 per share, 1.1% forward yield.
    Apr 22 07:36 PM | Likes Like |Link to Comment
  • Super Micro Computer beats by $0.10, beats on revenue [View news story]
    Now that is what I call a nice beat. Beating revenue forecasts by almost 40 million dollars in huge.
    Apr 22 07:28 PM | Likes Like |Link to Comment
  • Skyworks +6.4% AH on FQ2 beat, guidance; RF Micro +1.9% [View news story]
    I was lucky to jump on SWKS about a year ago, which seems to have been good timing (fingers crossed). But yeah, it is a great company and it has a knack for beating across the board (including guidance) for many quarters in a row. Furthermore, if you compare their results with those of their competitors, it is clear they have a technological advantage.

    If I were better organized I would have written a couple of articles about SWKS last year, and then none of you guys would have an excuse for missing it. But alas, I never get around to writing a full article, but I have been praising SWKS in various comment sections and message boards for a year now.
    Apr 22 06:02 PM | Likes Like |Link to Comment
  • Lexmark International beats by $0.05, beats on revenue [View news story]
    Why is it 11% down?
    Apr 22 11:02 AM | Likes Like |Link to Comment
  • Apple reportedly interviewing execs for new payments business [View news story]
    It is obvious that the next big push for cellphone co's will be payments. I think the winners will be the companies that make nfc chips (NXPI, SWKS) and also SYNA because of their new fingerprint sensor business. It is true that SYNA does not sell to apple, but lets face it, if apple gets into payments, Android will as well.
    Apr 21 04:09 PM | Likes Like |Link to Comment
  • Microsoft-Nokia deal closing on Friday; terms slightly adjusted [View news story]
    http://bit.ly/1mvOxFw
    Apr 21 10:49 AM | Likes Like |Link to Comment
  • Cypress higher after providing guidance; Synaptics up strongly [View news story]
    It is a good day for chip stocks mostly because of TSMC's results that came out last night.
    Apr 17 02:49 PM | Likes Like |Link to Comment
  • Judge rules GM doesn't have to give parking order [View news story]
    proceed.
    Apr 17 01:08 PM | 6 Likes Like |Link to Comment
  • New Mercedes electric minivan has a Tesla touch [View news story]
    Tesla buys individual battery cells from panasonic, but they do make their own battery packs from those battery cells. There is much more to a Tesla battery pack than the individual cells.
    Apr 17 11:56 AM | 1 Like Like |Link to Comment
  • Not All Dry Bulk Shippers Are Created Equal [View article]
    I was a holder of SB but I gave up. Don't get me wrong, SB are definitely the best run of the shippers as far as i can tell. But the shipping rates are down and will be down for the near future. It seems that the Chinese leadership is very serious in their intent to make profound changes to the Chinese economy so we will see much less infrastructure investment which means less steel, which means less iron ore and met coal shipments.

    And again, I think SB is very well managed, but they cannot control the markets, and right now the markets are not good for them. So, unfortunately, I do not think the 15 cent dividend will be restored anytime soon.
    Apr 16 11:02 PM | 1 Like Like |Link to Comment
COMMENTS STATS
765 Comments
995 Likes