SAF's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/6805/comments http://seekingalpha.com/article/168763-not-everyone-likes-windows-7?source=feed#comment-730373 730373
Windows 7 will be a big hit. And there will be some segment of the population that hates it.]]> Mon, 26 Oct 2009 07:58:59 -0400
Windows 7 will be a big hit. And there will be some segment of the population that hates it.]]> http://seekingalpha.com/article/165026-is-there-really-a-global-cabal-aiming-to-dump-the-dollar?source=feed#comment-710036 710036 Fri, 09 Oct 2009 07:51:19 -0400 http://seekingalpha.com/article/141863-why-ford-is-a-goner?source=feed#comment-536756 536756
Ford is a goner for sure. Compared to Government Motors it has a poor capital structure. The only was that GM will succeed is with import restrictions. Obama cannot let GM fail and whatever it takes for that to succeed, killing Ford and killing imports will happen.

Fiat had such a poor reputation in the US that it abandoned this market long ago. I don't see how they can succeed with the Chrysler take over.

Brace for lousy US made cars and high prices on imports.]]> Mon, 08 Jun 2009 07:53:04 -0400
Ford is a goner for sure. Compared to Government Motors it has a poor capital structure. The only was that GM will succeed is with import restrictions. Obama cannot let GM fail and whatever it takes for that to succeed, killing Ford and killing imports will happen.

Fiat had such a poor reputation in the US that it abandoned this market long ago. I don't see how they can succeed with the Chrysler take over.

Brace for lousy US made cars and high prices on imports.]]> http://seekingalpha.com/article/128405-the-fate-of-general-motors-rick-wagoner?source=feed#comment-444891 444891
Say what you want about Wagner he arrived at a time when it was impossible to change either labor costs or the engineering culture. Now that GM is facing extinction labor costs can be brought into line and engineering can be fixed. No one could have possibly fixed GM before this crunch just too much momentum.

GM will need a great CEO to emerge from this mess. But that CEO has a chance now because most GM employees finally recognize the old way of doing business won't work anymore.]]> Mon, 30 Mar 2009 07:37:06 -0400
Say what you want about Wagner he arrived at a time when it was impossible to change either labor costs or the engineering culture. Now that GM is facing extinction labor costs can be brought into line and engineering can be fixed. No one could have possibly fixed GM before this crunch just too much momentum.

GM will need a great CEO to emerge from this mess. But that CEO has a chance now because most GM employees finally recognize the old way of doing business won't work anymore.]]> http://seekingalpha.com/article/127181-the-bonus-tax-the-redistribution-of-both-wealth-and-talent?source=feed#comment-435093 435093 Sun, 22 Mar 2009 09:29:14 -0400 http://seekingalpha.com/article/127218-this-recession-is-a-reset-to-a-new-normal?source=feed#comment-435049 435049 Sun, 22 Mar 2009 09:00:28 -0400 http://seekingalpha.com/article/123372-will-obama-be-re-elected?source=feed#comment-407683 407683
I think it is the 150K to 1.5M earners who are probably more against him than for him.

He will not be turned out of office for poor economic practice, Roosevelt proved that (although it has been argued that WWII saved his butt). Only a couple of major terrorist actions in the continental US will make him a one term president.

.]]> Sun, 01 Mar 2009 09:24:15 -0500
I think it is the 150K to 1.5M earners who are probably more against him than for him.

He will not be turned out of office for poor economic practice, Roosevelt proved that (although it has been argued that WWII saved his butt). Only a couple of major terrorist actions in the continental US will make him a one term president.

.]]> http://seekingalpha.com/article/115425-how-the-iphone-and-poor-management-contribute-to-apple-s-downfall?source=feed#comment-362780 362780
Most of the bulge bracket investment banks are either down the tubes or need massive government bailouts. GM, Ford and Chrysler would be chapter 11 without government assistance.

So you'll forgive me if I don't think Apple is mismanaged. The perfect is the enemy of the good. ]]> Thu, 22 Jan 2009 07:56:37 -0500
Most of the bulge bracket investment banks are either down the tubes or need massive government bailouts. GM, Ford and Chrysler would be chapter 11 without government assistance.

So you'll forgive me if I don't think Apple is mismanaged. The perfect is the enemy of the good. ]]> http://seekingalpha.com/article/115011-the-rise-of-an-epic-financial-crisis?source=feed#comment-360314 360314
Eventually there will be a rebirth, painful though it may be]]> Mon, 19 Jan 2009 18:46:33 -0500
Eventually there will be a rebirth, painful though it may be]]> http://seekingalpha.com/article/115310-morningstar-s-biggest-error-the-perils-of-youth?source=feed#comment-360131 360131 Mon, 19 Jan 2009 15:09:15 -0500 http://seekingalpha.com/article/115297-four-of-my-favorite-stocks?source=feed#comment-360119 360119
Hard to believe we are at a bottom yet with such a perceptible decrease in traffic, anecdotal as this may be.]]> Mon, 19 Jan 2009 14:57:08 -0500
Hard to believe we are at a bottom yet with such a perceptible decrease in traffic, anecdotal as this may be.]]> http://seekingalpha.com/article/115278-buffett-s-import-certificates-plan-could-pilot-the-economy-to-a-safe-landing?source=feed#comment-359690 359690
Consider this:

Under the same set of laws, SEC rules, economies etc. Buffet made his share holders billions and Madoff stole all his investors' money. And what this show is how ineffective all these laws are. Buffet was an honest broker and Madoff was not. And that in entirety is the difference in the outcomes as every other piece of the playing field was the same.

More rules and schemes won't do the job. We need an overhaul of the SEC and banking rules to make them much simpler. And then we need to enforce them. Good rules would let a Buffet thrive and stop a Madoff at the $50K mark not the $50B mark.


]]> Mon, 19 Jan 2009 09:27:12 -0500
Consider this:

Under the same set of laws, SEC rules, economies etc. Buffet made his share holders billions and Madoff stole all his investors' money. And what this show is how ineffective all these laws are. Buffet was an honest broker and Madoff was not. And that in entirety is the difference in the outcomes as every other piece of the playing field was the same.

More rules and schemes won't do the job. We need an overhaul of the SEC and banking rules to make them much simpler. And then we need to enforce them. Good rules would let a Buffet thrive and stop a Madoff at the $50K mark not the $50B mark.


]]> http://seekingalpha.com/article/114272-oil-price-economics-the-60-minutes-way?source=feed#comment-353049 353049 Mon, 12 Jan 2009 07:01:33 -0500 http://seekingalpha.com/article/114302-60-minutes-on-oil-did-anyone-verify-anything?source=feed#comment-353047 353047
Oil=$40/BBl=Russia as a basket case
Oil=$100/BBL=Russia a super power

Which equation do you think Putin will opt for?]]> Mon, 12 Jan 2009 06:57:27 -0500
Oil=$40/BBl=Russia as a basket case
Oil=$100/BBL=Russia a super power

Which equation do you think Putin will opt for?]]> http://seekingalpha.com/article/114286-has-google-declared-war-on-enterprise-it?source=feed#comment-353033 353033
Cloud computing will grow simply because for many companies it will be much cheaper than hosting their own solutions. ]]> Mon, 12 Jan 2009 05:56:37 -0500
Cloud computing will grow simply because for many companies it will be much cheaper than hosting their own solutions. ]]> http://seekingalpha.com/article/113991-a-most-dangerous-inflection-point?source=feed#comment-350676 350676 Fri, 09 Jan 2009 10:21:48 -0500 http://seekingalpha.com/article/113180-first-bean-all-the-counters?source=feed#comment-346188 346188 Mon, 05 Jan 2009 08:28:58 -0500 http://seekingalpha.com/article/112991-broadband-why-government-investment-is-justified-now?source=feed#comment-344524 344524
We need smarter and consistent regulation and much less of it. Despite Sarbox and the SEC we have Madoff and others. Sarbox has effectively shut off lots of VC capital as well as help kill the IPO market.


]]> Fri, 02 Jan 2009 17:02:56 -0500
We need smarter and consistent regulation and much less of it. Despite Sarbox and the SEC we have Madoff and others. Sarbox has effectively shut off lots of VC capital as well as help kill the IPO market.


]]> http://seekingalpha.com/article/112032-sensing-a-market-turning-point?source=feed#comment-336440 336440
Personally I'd rather jump in 10% late than too early.]]> Tue, 23 Dec 2008 08:31:56 -0500
Personally I'd rather jump in 10% late than too early.]]> http://seekingalpha.com/article/107256-boom-time-era-mccarthyism?source=feed#comment-313099 313099
If you are a socialist his election is a good thing. The only reason socialist has a bad connotation is if you want to fool the uninformed and undecided to vote Obama socialist has a bad connotation or did until now. So he is now in so you don't need to tell us he really isn't anymore.

The great one will fix that.]]> Sun, 23 Nov 2008 16:29:41 -0500
If you are a socialist his election is a good thing. The only reason socialist has a bad connotation is if you want to fool the uninformed and undecided to vote Obama socialist has a bad connotation or did until now. So he is now in so you don't need to tell us he really isn't anymore.

The great one will fix that.]]> http://seekingalpha.com/article/106191-peak-oil-s-bell-is-ringing?source=feed#comment-307351 307351
Meanwhile the world is at cross purposes with regards to terrorists who will obtain and detonate a nuclear device in some large city in the west bringing on a great depression and a real decline in oil usage.

Running out of oil isn't even in my top ten of problems facing the US or the world. It makes fdr good reading though.]]> Sun, 16 Nov 2008 15:22:03 -0500
Meanwhile the world is at cross purposes with regards to terrorists who will obtain and detonate a nuclear device in some large city in the west bringing on a great depression and a real decline in oil usage.

Running out of oil isn't even in my top ten of problems facing the US or the world. It makes fdr good reading though.]]> http://seekingalpha.com/article/105526-the-most-misunderstood-chart-of-all-time?source=feed#comment-306803 306803 Sat, 15 Nov 2008 15:20:53 -0500 http://seekingalpha.com/article/106095-damage-report-nokia-blows-up-mobile-sector?source=feed#comment-306649 306649
Winners will be the Telcos and as capacity utilization increases the telco equipment providers.

I'd like a new iPhone but my current phone does everything I need (if not everything I want). So I'll hold onto it for a couple more years and endure the hardship of not having a phone that does gestures. ]]> Sat, 15 Nov 2008 10:00:41 -0500
Winners will be the Telcos and as capacity utilization increases the telco equipment providers.

I'd like a new iPhone but my current phone does everything I need (if not everything I want). So I'll hold onto it for a couple more years and endure the hardship of not having a phone that does gestures. ]]> http://seekingalpha.com/article/105552-paul-krugman-al-gore-the-way-forward?source=feed#comment-303803 303803
Any country that unilaterally decides to scale back will face enormous economic difficulties if done the Gore way. In Japan oil imports actually decreased from the late nineties to now. How did they do it? They built dozens of nuclear plants and stopped burning oil for electricity. Here in the US it takes 3 to 4 years to get a permit to move rocks in a lake from point a to b to form a breakwater.

The massive economic efforts required to make dubious environmental goals will be a disaster. Franky I hope they get implemented because its failure is the only way to snap you guys out of the CO2 is bad religion.]]> Wed, 12 Nov 2008 07:53:06 -0500
Any country that unilaterally decides to scale back will face enormous economic difficulties if done the Gore way. In Japan oil imports actually decreased from the late nineties to now. How did they do it? They built dozens of nuclear plants and stopped burning oil for electricity. Here in the US it takes 3 to 4 years to get a permit to move rocks in a lake from point a to b to form a breakwater.

The massive economic efforts required to make dubious environmental goals will be a disaster. Franky I hope they get implemented because its failure is the only way to snap you guys out of the CO2 is bad religion.]]> http://seekingalpha.com/article/103457-housing-update-underwater-loans-o-neil-s-plans?source=feed#comment-296690 296690
The point is that just because a house is underwater does not mean it adds to the current financial problems.


On Nov 02 09:29 AM Rhett wrote:

> True, SAF, if you pay off an "underwater" house, it will no longer
> be
> underwater. But what does that prove?]]> Sun, 02 Nov 2008 19:58:51 -0500
The point is that just because a house is underwater does not mean it adds to the current financial problems.


On Nov 02 09:29 AM Rhett wrote:

> True, SAF, if you pay off an "underwater" house, it will no longer
> be
> underwater. But what does that prove?]]> http://seekingalpha.com/article/103457-housing-update-underwater-loans-o-neil-s-plans?source=feed#comment-296154 296154
O'Neill's idea of requiring 20% down would further dampen the ailing housing market. This is a de-stimulus package. It isn't a terrible idea if phased in over time but in one dose will kick us into a deeper recession.]]> Sun, 02 Nov 2008 07:42:39 -0500
O'Neill's idea of requiring 20% down would further dampen the ailing housing market. This is a de-stimulus package. It isn't a terrible idea if phased in over time but in one dose will kick us into a deeper recession.]]> http://seekingalpha.com/article/100542-cheap-losers-on-course-to-be-winners-barron-s?source=feed#comment-286109 286109
Absolutely right!

Unfortunately both candidates for president are anti-corporation so it has zero chance of happening.]]> Mon, 20 Oct 2008 07:30:48 -0400
Absolutely right!

Unfortunately both candidates for president are anti-corporation so it has zero chance of happening.]]> http://seekingalpha.com/article/100515-buffett-and-the-limits-to-awaiting-better-times?source=feed#comment-285258 285258 Sat, 18 Oct 2008 14:39:13 -0400 http://seekingalpha.com/article/100255-will-devices-become-smart-enough-to-load-balance-between-multiple-connections?source=feed#comment-284011 284011
Somebody has got to pay for dem bits.]]> Thu, 16 Oct 2008 17:00:13 -0400
Somebody has got to pay for dem bits.]]> http://seekingalpha.com/article/100179-thursday-outlook-wipeout?source=feed#comment-283535 283535 Thu, 16 Oct 2008 08:05:28 -0400