JIM

70 Comments

    • Is There a Mobile Phone Recession? [view article]
      .02 beat. Nothing much there. Apr 05 09:55 PM
    • Stocks Rally on Financial Writedowns: Overly Optimistic? [view article]
      Wishful, hopeful fools.

      UBS, supposedly capable of creating/protecting wealth, pisses it away and is rewarded.

      RIMM grows at a slowing rate and is rewarded.

      Apple makes a great profit and gets slammed.

      Disgusting.       Apr 04 11:41 PM
    • Is There a Mobile Phone Recession? [view article]
      Apple does not want to be the low-cost leader. Makes no sense for the longevity of their business model and it's totally at odds with their ethos. All the other companies competing on price are sucking wind; some are ready to kick the oxygen habit altogether.

      iPod's have per-unit yielded more revenue as time has gone forward. Expect the company to continue enhancing the desirability of their phones and inching that revenue ever-upward as well.       Apr 04 11:44 AM
    • Hold On To RIMM [view article]
      If Apple had only beat by .02, you can rest assured the stock would have been totally obliterated the next day. Just look at what happened with some misplaced concern over a slight change in growth rate for iPods, while beating by a country mile.

      Consider what you're getting for the premium you pay for RIMM. A decreasing rate of growth?

      Given that UBS can go up 11% after writing down 19 billion additional, and that Merril says it's fat with cash, and that people believe them, anything is possible today. We obviously want to admire the emperor's new clothes.

      But 'possible' doesn't make it correct.

      Was long RIMM, but it's just not worth the worry that their world is going to shrink.       Apr 04 09:56 AM
    • Is There a Mobile Phone Recession? [view article]
      Considering that high-quality handsets with disruptive technology and ease of use like the iPhone are actually being used in place of laptops in increasing numbers, it's actually cost-effective to embrace this technology. Not expensive, as some have intimated.

      India, for example, while not having a carrier agreement in place with Apple, is very hospitable to the iPhone due to the ubiquity of WiFi.

      This will be increasingly the case for burgeoning developing countries not hindered by legacy networks.       Apr 04 07:52 AM
    • Apple iPhone Shortage - Is 3G Coming? [view article]
      Abramsky pulls figures out of his posterior. Apple can even gauge/meet demand on iPhones... Apr 04 06:42 AM
    • Hold On To RIMM [view article]
      AAPL will be on top eventually. RIMM's P/E is preposterous in this environment. Apr 04 06:15 AM
    • Research in Motion Unfazed by Apple [view article]
      Disintermediation in the enterprise yet to occur. Apple will make inroads once the enterprise software is available for push email. Imagine NOT HAVING your company's mail have to be pushed out through a Canadian server with the attendant fee? Bye, bye RIMM. Enjoy while you can. Apr 03 12:05 PM
    • Expecting Apple to Reach $300 in 2008 [view article]
      That's not good to see, but the article he wrote is on the money regardless. Apr 03 09:20 AM
    • Expecting Apple to Reach $300 in 2008 [view article]
      Intelligent assessment of one of the most under appreciated stocks/company in the market today. Pleasure to read this... Apr 03 06:08 AM
    • Why Yesterday's Optimism Wasn't Warranted [view article]
      TOTALLY PREPOSTEROUS. I HOPE THE BANKS TANK BIGTIME AND I WAS NOT SHORT EVER BEFORE. Apr 02 09:08 PM
    • Why Yesterday's Optimism Wasn't Warranted [view article]
      Yesterday: the most perverse response to awful news I've ever witnessed.... Apr 02 01:13 PM
    • Citigroup Analysts Upgrades Lehman Brothers to 'Buy' [view article]
      Walks like a BSC, talks like a BSC, good luck! Mar 31 06:31 AM
    • Under The Radar News - Wednesday [view article]
      Daffy is well-named. Mar 30 06:18 PM
    • Jim Cramer's Mad Money In-Depth, 3/24/08: Happy Days Are Here Again [view article]
      Cramer should be in prison. Mar 25 09:06 AM
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