Just the facts, just the facts

3 Comments

    • ON: Sat Apr 26th 10:54 AM
      Commented on:
      Microsoft / Yahoo: Dead? Dithering? Drunk?
      Paul, Your premise is weak. Microsoft provided guidance consistent with the notion that there are no more cookies in the jar. As you well know, companies can make up just about anything, and call it guidance. By calling Microsoft's numbers "squishy", you just bought into their game. I took the opportunity yesterday to buy Microsoft on the dip.

      You also missed another very viable option - tender offer. See how many shares are tendered - and then make your case on price.
      View article »
    • ON: Wed Dec 12th 13:28 PM
      Commented on:
      Tech Selloff Shows Market Wanted More Than a Quarter Point
      Hey Eric,

      It would nice if you didn't get both your facts wrong in a two statement story. The market didn't want or demand a half point cut. The market wanted some comforting comment regarding an economic slowdown vs. inflation. It got an inflation comment.

      Second, tech stocks are flashing red because institutions sold those stocks following the wave of selling of financials which had run up in the week previously. What else could they sell that has large profits? Housing stocks? - oh yeah, those were being sold in the first wave with financials.

      View article »
    • ON: Thu Dec 6th 15:17 PM
      Commented on:
      'Slowing Momentum' at Research in Motion; Stock Falls
      Eric,

      Do you think that Peter Misek listened to Jim Balsillie's presentation to ScotiaCapital's Telecom & Tech conference on November 20? In response to a question regarding whether RIM is experiencing any kind of market related slowdown, and any effect from a slowdown in sales to the financial sector, Balsillie responded that whatever financial sector slowdown may be occurring is dwarfed by the effects in international markets. Morever, as long as job growth contnues, BB sales to enterprises will continue. Does anyone have any idea about sales of BB at retail? IPhone is doing well at retail, but sales to enterprises are a future event - not current.

      Misek also throws in the word "potential" slowdown in momentum. Usage of that word qualifies him for a "weasel" award. Either he has done the channel checks, and can say there is a slowdown, or he has not done the work. Moreover, did any of his surveys include sales to any country beyond Canada (as he is located in Toronto)?

      Moreover, it would be nice to get some objectivity from the journalist.
      View article »
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