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STDvooh

STDvooh
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  • Microsoft: Steve Ballmer Deserves The Ron Johnson Treatment [View article]
    Wow! Comparing Steve Ballmer to Ron Johnson? Really? I'm as unhappy with Microsoft and Steve Ballmer, in recent years, as anyone else, but he is no where near the incompetent Ron Johnson. Ballmer did run the business end of Microsoft, even under Bill Gates. That's why Gates hired him, and why his inducements to take the job, are why he is a billionaire today too. Gates knew software, code, not Ballmer. Gates was the creative spirit. But the day to day business operations of Microsoft have been Ballmer from the day he logged on to Microsoft. I think the greater problem is that the techies a Microsoft, just haven't been passing on the good ideas to Ballmer, as they did with Gates. If that is true, then Microsoft has more problems than we suspect. I could blame Gates for going off with his foundation trying to save the world, but then co-founder Paul Allen bailed a long time ago, with no notice of Microsoft downside. Microsoft seems to have developed some kind general malaise, that Steve Ballmer, as CEO, is on the hook for. It's his watch after all. And, as I said I am as disappointed as anyone with Microsoft's performance under Steve Ballmer, I don't think there will be any improvement there, under any CEO, until some major "cultural" issues are dealt with at Microsoft. Just Sayin'.
    Apr 10, 2013. 09:37 PM | 2 Likes Like |Link to Comment
  • 2 Remaining Puzzle Pieces For Universal Display's Success [View article]
    I never "admitted" that I have much to learn in this area. I'm at least as good as Discovery Capital, and they are something else that I won't be wasting my investment dollars on. You didn't address even one of the points that I raised, because you can't.
    Apr 10, 2013. 09:03 PM | Likes Like |Link to Comment
  • Here's Why Alcatel-Lucent Could Double This Year [View article]
    Oracle is not stupid, at least not the Larry Ellison part of it. Its recent forays into hardware would not have happened without his OK. He's planning something bigger, which may include ALU.

    As for the Chinese gutting them, well, as long as they pay (very well) for ALU first, then from an investor point of view, have at it.

    A new CEO? OK, great if he can straighten it out, but a buy out is when investors can make real money. Especially, if Huawai takes a shot. Then you'll see western powers backing someone else to take ALU over. Maybe Oracle. A bidding war is always wonderful for investors.
    Apr 10, 2013. 09:00 PM | 1 Like Like |Link to Comment
  • Apple Says It Is Willing To Throw The Baby Out With The Bath Water Over Royalties [View article]
    Apple maps was posturing by Apple? News to me. They could have used a Chiropractor to improve their posture on that one.
    Apr 10, 2013. 05:03 PM | Likes Like |Link to Comment
  • Apple Says It Is Willing To Throw The Baby Out With The Bath Water Over Royalties [View article]
    Not a great analogy there. So the real mother, to save the baby, says don't cut it in half, give it to the fake mother, and Solomon make his wise decision as to who the real mother is. Except in our courts if you say that you are not the real mother, then the other mother gets the baby.

    Fact is, AAPL can live without VimetX. That's the game of chicken going on here. But, yeah, stay tuned.
    Apr 10, 2013. 04:40 PM | Likes Like |Link to Comment
  • Here's Why Alcatel-Lucent Could Double This Year [View article]
    Right, because most people don't monetize patents. There are, however, people who make living monetizing patents.
    Apr 10, 2013. 04:30 PM | 1 Like Like |Link to Comment
  • Here's Why Alcatel-Lucent Could Double This Year [View article]
    Cisco buying ALU would lead to massive duplication, where as Oracle buying ALU would work and compliment their Acme and other purchases. Mircosoft might be a good fit for ALU, but would they know what to do with it? Surprised that no one mentions Huawei as a potential buyer. ALU, being a French company, the USA can't nix the sale, and what would the USA do, not wanting a PRC company owning ALU, and letting the Lucent part of ALU operating the telecom infrastructure of the USA? S/CLWR deal had to agree to no Huawei equipment or deals to get over some of the regulatory hoops. Huawei has access to all the money it needs to do a deal for ALU.

    As far as I am concerned, the major reason to buy ALU, is the potential buy out possibility.
    Apr 10, 2013. 04:20 PM | 1 Like Like |Link to Comment
  • 2 Remaining Puzzle Pieces For Universal Display's Success [View article]
    I've watched PANL for years, without ever pulling the trigger to buy. I can't figure out how this company will ever make big money. Why haven't they opted to manufacture their own products, if their tech Kung Fu is so good? Seems to me, if their research, etc. was great, then they should be talking to venture capitalists to get money to manufacture their products, as that, if they are truly better, will attract a buy out offer(s), which would work for investors.
    Apr 10, 2013. 04:12 PM | Likes Like |Link to Comment
  • Sell In May And Go Away? [View article]
    It does make for a very relaxing summer vacation. See you in September.
    Apr 10, 2013. 04:00 PM | 4 Likes Like |Link to Comment
  • Clearwire (CLWR) receives yet another alternative financing proposal from a money manager. Hedge fund Aurelius Capital is offering Clearwire $80M in convertible debt financing as a replacement for the funds it's receiving from Sprint (S). Last week, Crest Financial offered Clearwire $240M in convertible debt financing. Though taking Sprint's money and still officially supporting its $2.97/share buyout offer, Clearwire still hasn't made a final decision on Dish Network's $3.30/share bid. [View news story]
    Except the minority shareholders won't sell their shares for $2.97. If S can't acquire 100% of CLWR, then the Softbank deal is off.
    Apr 10, 2013. 03:37 PM | Likes Like |Link to Comment
  • Clearwire (CLWR) receives yet another alternative financing proposal from a money manager. Hedge fund Aurelius Capital is offering Clearwire $80M in convertible debt financing as a replacement for the funds it's receiving from Sprint (S). Last week, Crest Financial offered Clearwire $240M in convertible debt financing. Though taking Sprint's money and still officially supporting its $2.97/share buyout offer, Clearwire still hasn't made a final decision on Dish Network's $3.30/share bid. [View news story]
    CFIUS has to approve the Softbank takeover of S. Not likely to let a Japanese company control the most of the USA spectrum.

    Pearl Harbor II.
    Apr 10, 2013. 03:37 PM | Likes Like |Link to Comment
  • Herbalife Announcement [View article]
    A big win for Ackman! KPMG finds a way to bail on HLF, without admitting guilt in perpetrating this MLM pyramid scheme!
    Apr 9, 2013. 07:35 PM | 1 Like Like |Link to Comment
  • Apple (AAPL) roundup: 1) With Ron Johnson having been ousted by J.C. Penney, many think Apple might hire him to once more lead its retail ops, which remain without a permanent chief. 2) The iPhone's U.S. customer loyalty remains solid: only 22% of iPhone owners responding to a Raymond James survey said they aren't sure if they'll buy another iPhone, or plan to get a rival product. 3) Following a weak Dec. quarter for the Mac, U.S. Mac sales rose 31% Y/Y in January, per NPD. Piper attributes this pickup in growth to improving supplies of the new iMac. [View news story]
    As I pointed out, Apple products sell themselves. That is the unique experience of an Apple Store. Sure the staff is trained. The staff at the Microsoft Store is trained. Never see a crowd there.
    Apr 9, 2013. 07:34 PM | Likes Like |Link to Comment
  • Apple: Probably Going To Remain Painful For The Average Investor [View article]
    @Rock and Ruin: You're just here to tout Blackberry stock. I don't care if others buy AAPL or not. Fact is, if you don't like how AAPL is run, and don't like how the stock is doing, then sell your shares and invest in a company that better meets your investment needs. AAPL's secret ingredient is the Apple Ecosystem. You don't get that with any other phone. Blackberry new phone are DOA. The Z hasn't sold even close to estimates. The current iPhones have outsold Blackberry over 10 to 1. Blackberry isn't even selling as well as WinPhones, LOL! Blackberry is a sucker bet.
    Apr 9, 2013. 05:03 PM | Likes Like |Link to Comment
  • Apple (AAPL) roundup: 1) With Ron Johnson having been ousted by J.C. Penney, many think Apple might hire him to once more lead its retail ops, which remain without a permanent chief. 2) The iPhone's U.S. customer loyalty remains solid: only 22% of iPhone owners responding to a Raymond James survey said they aren't sure if they'll buy another iPhone, or plan to get a rival product. 3) Following a weak Dec. quarter for the Mac, U.S. Mac sales rose 31% Y/Y in January, per NPD. Piper attributes this pickup in growth to improving supplies of the new iMac. [View news story]
    Apple products sell themselves. Ron Johnson just happened to be there, at the right time and place, and took the credit for it, which he didn't deserve.
    Apr 9, 2013. 04:28 AM | Likes Like |Link to Comment
COMMENTS STATS
641 Comments
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