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  • No Love Lost - The Future Of McDonald's [View article]
    They have been through worse. Time to focus on their customers and not try to win over critics that will never judge them fairly. They are the whipping boy for the obese pĆ³lice - accept it and move forward. You have posted your calories everywhere while Dominos has a bacon wrapped pizza and BK a bacon sundae. You will never win - just get moving and add some quality to the mix and lets make some $$$$$$$$$$$
    Apr 27, 2015. 11:24 PM | Likes Like |Link to Comment
  • Time for strained AT&T shareholders to get restless? [View news story]
    @ GEP

    Can you pass me next week's winning powerball numbers while your at it?
    Apr 22, 2015. 02:52 PM | Likes Like |Link to Comment
  • Is AMD Falling Into The Abyss? [View article]
    Nice article, just loved the info without bombastic predictions or claims.

    From your discussion, sounds like INTC has them in their crosshairs and can take a bad quarter or 2 on margin to tighten the thumbscrews. I am sure they can smell blood in the water and will amp up the price aggressiveness. If they get attacked by price on the bottom end, get cash starved to cripple their design efforts - it really seems that INTC has them by the short and curlies. Not a pretty picture, and I think your article does a great job of sounding some alarms.
    Apr 21, 2015. 10:15 AM | 2 Likes Like |Link to Comment
  • My First Quarter Estimates For AT&T [View article]
    Meh. On one hand- stiff competition blah blah blah. On the other hand - tremendous barriers to entry - bandwidth bully monopolies. Push IMHO. In addition, I work in a very poor country and people will go without meat in their diet to get a few extra minutes on their celly. Customers are basically addicts but T doesn't have to sweat DEA. DOJ other story.
    Apr 20, 2015. 05:05 PM | Likes Like |Link to Comment
  • Intel: It Could Have Been Worse [View article]
    I have to agree @ moderation just really tough to see the catalyst or lever that is going to grow the total company. Still long INTC - but it is difficult to see how this company grows the top line outside of just buying sales.
    Apr 16, 2015. 05:14 PM | Likes Like |Link to Comment
  • AT&T's Gaudy Dividend Keeps Me Interested In The Stock [View article]
    or "bye"?
    Apr 15, 2015. 09:18 PM | 1 Like Like |Link to Comment
  • AT&T: The Die Has Been Cast [View article]
    There is a disconnect here somewhere. Either T leadership are complete buffoons, or the net neutrality is bad for them. I guess if a company is suing to prevent something good from happening - I should be put in some sell orders. I would say it is impossible and that you have missed something, but they did lose billions in that failed M&A boondoggle so the jury is out.
    Apr 15, 2015. 05:24 PM | 2 Likes Like |Link to Comment
  • Intel's Q1 Was A Dinosaur Egg [View article]
    @ Russ -
    Don't be too hard on AMD, anyone can have a bad half century.
    Apr 15, 2015. 03:46 PM | 9 Likes Like |Link to Comment
  • Intel's (INTC) CEO Brian Krzanich on Q1 2015 Results - Earnings Call Transcript [View article]
    INTC I love you guys - but you got a growth problem.
    Apr 14, 2015. 10:18 PM | 1 Like Like |Link to Comment
  • Intel misses revenue estimates and guides light, but shares rise [View news story]
    Strange the 3% + pop AH - based on the guidance. I imagine the profit takers will eat that up for breakfast and gone by lunchtime.
    Apr 14, 2015. 05:54 PM | 3 Likes Like |Link to Comment
  • Intel misses revenue estimates and guides light, but shares rise [View news story]
    @binartech -
    All comes out in the wash anyway. Will be easy to get quick prox on mobile impact - even I can do it type of a thing. I will personally choose to take a positive spin on the combo - they want to leverage management expenses and a better leadership team over the combined entity. Cynicism true death of the human soul. :-)

    Lets go long INTC - they have to make something happen.
    Apr 14, 2015. 05:18 PM | Likes Like |Link to Comment
  • Micron Bulls' Worst Fears Have Been Confirmed [View article]
    May I humbly submit that perhaps your worst fear is being on one of those Boeing 787's with a pilot that has a forlorn look?
    Apr 13, 2015. 01:16 PM | 5 Likes Like |Link to Comment
  • Intel Now Has Something To Prove [View article]
    Russ I had a similar reaction. Gave the new PC away and fixed the old one.
    Apr 13, 2015. 12:54 PM | 2 Likes Like |Link to Comment
  • Intel Now Has Something To Prove [View article]
    I like and appreciate your stuff Bill - but in fairness, on INTC you have consistently been a day late and a dollar short. It is no big deal to me, as I read all your stuff with a fresh set of eyes, but I do use you as an inverse indicator on INTC. When you are uber bearish I buy and when you are uber bullish (only happened once maybe?) I sell.

    I miss calls all the time, and have ripped a patella tendon kicking myself in the rear - so I do not like to criticize the folks that bare their calls on line while I hide with my bad calls in the weeds. I do think though from an intellectual honesty standpoint it would be fair to say you have missed the boat on INTC a time or 2.
    Apr 13, 2015. 12:49 PM | 5 Likes Like |Link to Comment
  • ConocoPhillips: Flexing Its Business Model And Reaffirming The Dividend [View article]
    I could learn from your discipline Hawk - I got caught being greedy on the oil stocks and have been hit hard this year.
    Apr 9, 2015. 09:14 PM | 2 Likes Like |Link to Comment