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  • Salesforce reportedly approached by potential buyer; shares +15.4% [View news story]
    sales people get very little stock and its mostly through a limited employee purchase program, they work on commissions. Its the engineers that get loads of stock.
    Apr 30, 2015. 12:37 PM | Likes Like |Link to Comment
  • Salesforce reportedly approached by potential buyer; shares +15.4% [View news story]
    The cloud? Larry is trying to take over the world, the cloud is part of the world, so yeah.

    The more I think about it Microsoft makes a lot of sense, they could scrap dynamics which has never been much of a competitor. Also while Salesforce is an all java shop, the salesforce1 platform could be migrated to the CLR behind the scenes, in fact a lot of the apex developers were C# guys.
    Apr 29, 2015. 04:31 PM | 4 Likes Like |Link to Comment
  • Salesforce reportedly approached by potential buyer; shares +15.4% [View news story]
    Its Oracle, unless somebody else just came out of nowhere with a massive offer, first serious talks were around a year ago. Doesn't mean it will happen, but its much more realistic now than it was before, frankly Larry wanted Marc to take it all over before he "retired".
    Apr 29, 2015. 03:41 PM | 4 Likes Like |Link to Comment
  • Micron pares gains due to light guidance; cost declines boost EPS (updated) [View news story]
    people need to stop celebrating, only thing that matters is how it trades tomorrow (No position)
    Apr 1, 2015. 05:08 PM | 2 Likes Like |Link to Comment
  • Micron: Memory, Oligopolies And Valuation [View article]
    Timely piece, thanks again for your insight Russ.

    Apr 1, 2015. 12:22 AM | 2 Likes Like |Link to Comment
  • Bloomberg: Apple delays production of 12.9" iPad to September (updated) [View news story]
    larger ipad = good for $GLW
    more devices needing more RAM that can't be built because of supply issues = good for $MU
    Mar 5, 2015. 04:51 PM | Likes Like |Link to Comment
  • Makers of pricey drugs working on new payment model [View news story]
    "securitized and sold to investors"

    yay more financial engineering, debt backed by peoples health sounds just fantastic and not at all prone to fraud.
    Feb 19, 2015. 01:20 PM | 3 Likes Like |Link to Comment
  • 3 Takeaways From AIG's Fourth Quarter, 48% Upside Still Possible [View article]
    Good article. Frankly, I see almost no downside to AIG, but until they improve execution and P&C and accelerate buybacks, well there isn't much upside either. I own it because I figure someday these things will happen and until then there's not much risk.
    Feb 13, 2015. 12:56 PM | 2 Likes Like |Link to Comment
  • Under Armour hires Nike exec for footwear charge [View news story]
    We can only hope. The Nike jerseys are awful, the sweatboxing is just nasty.
    Jan 27, 2015. 02:59 PM | 1 Like Like |Link to Comment
  • Banks enjoy rare 2015 rally [View news story]
    ah that explains $FRC. still best positioned top benefit from techies buying houses and needing wealth management for the next 50 years
    Jan 22, 2015. 02:17 PM | Likes Like |Link to Comment
  • Gilead Is Still A Buy, But Expect Continued Compression Of The P/E Ratio. [View article]
    nice article, I agree with your thesis. Gilead is coiling up like a spring, I don't know when its gonna happen, maybe 6 months, maybe a year or two, but just like Apple, at some point the spring will be sprung.
    Jan 21, 2015. 12:31 PM | 6 Likes Like |Link to Comment
  • Merck to pull hep C drug off U.S. market [View news story]
    Merck doing me lots of favors recently. long GILD, and was long CBST
    Jan 21, 2015. 11:57 AM | Likes Like |Link to Comment
  • Micron -5.9% AH due to light revenue guidance; SanDisk -1% [View news story]
    ooh, i'll buy it at 30 if it gets there tomorrow
    Jan 6, 2015. 04:45 PM | Likes Like |Link to Comment
  • It's official: Merck takes out Cubist [View news story]
    nothing, yet. If the targets for triggering the payouts are met, Merck still has to pay them. They may try to ramp up sales of Sivextro, or not.
    Dec 8, 2014. 01:49 PM | Likes Like |Link to Comment
  • Chip stocks rally after Microchip update, Cypress/Spansion [View news story]
    stop paying attention to MCHP, they have no idea what they are talking about, they make cheap analog junk and think they are somehow a bellweather of the semiconductor world.
    Dec 3, 2014. 03:20 PM | 3 Likes Like |Link to Comment