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  • 7 Reasons Not To Sell 3D Systems [View article]
    Mentioned In my earlier comment... Great company great industry great future.. Too frothy today. I'll consider a toe back in in the 50s.. Remember the idea is to buy low and sell high...
    Feb 6, 2014. 09:34 AM | Likes Like |Link to Comment
  • 7 Reasons Not To Sell 3D Systems [View article]
    Bought it at $12 and sold at $95 - great run. I am a huge proponent and believer in the technology, but DDD has gotten a bit frothy. I will re-enter on a drop to the 50-60s... which I believe will be coming to the overall market. Soon.
    Jan 23, 2014. 12:46 PM | 2 Likes Like |Link to Comment
  • Escape Strategies For When The Stock Market Starts To Burn [View article]
    Why not just mention having tight stops and getting out at certain levels? I'll keep my stops at 20% and head for the exits as closing prices meet them. I am also slightly hedged by being short in a number of areas. Do I feel safe? No.
    May 12, 2013. 08:40 PM | 1 Like Like |Link to Comment
  • ServiceNow Earnings Review - Is There Trouble Ahead? [View article]
    Better hang on to your shorts. Up over 37... Still feeling the same? Seems more like Apple when they launched the iPhone.
    Mar 11, 2013. 12:03 PM | 1 Like Like |Link to Comment
  • In spite of Larry Ellison's bluster, Oracle's (ORCL) Exalytics database appliance isn't a threat to SAP's Hana in-memory database, writes Bernstein's Mark Moerdler. Exalytics doesn't feature Oracle's flagship 11g database software, only stores frequently-accessed data, and (naturally) doesn't work with SAP's software. Moredler is quite optimistic about Hana's long-term potential. (more on Hana)  [View news story]
    I wouldn't go as far as to say they only overlap "somewhat". Both prodcuts can be used for business intelligence, in memory analytics, reporting etc. Exalytics is part of Oracle's "Exa" suite, which is broader than HANA today - including transaction processing capability, etc. They overlap *alot*.

    HANA was released as an in memory db, with it's primary function being analytics on the fly, targetted at SAP BW users.

    Both products suggest (and have delivered) 10x performance improvements in processing queries, reduced tablespace, and improved ROI.

    They will most certainly compete. And SAP will likely win ALOT on the SAP/BO platform. What remains to be seen is whether they can grow outside that box and into Oracle core territory.
    Jul 5, 2012. 03:31 PM | Likes Like |Link to Comment
  • For Rackspace, It's Time To Fold 'Em [View article]
    Ah yea, because Carly was such a *great* CEO. Grow up boys... Meg will do what she needs to at HPQ. Heard they want to hire Hurd back as well... who knows.
    Jun 29, 2012. 02:36 PM | Likes Like |Link to Comment
  • Oracle: Buy Before These 2 Things Happen [View article]
    Oracle will not see $30+ until they get their hardware issues straightened out. They are still losing money every quarter on the Sun acq and until its accretive to earnings, they are dead in the water. In my mind all hte Cloud acquisitions are nice to have. At Oracle speed it will be a year before any of them are working with the current software base. Fusion remains a nice architecture, with limited use in the real world. SAP is pushing hard in DB and to me, Oracle looks like it has too many paddles in the water, all on one side of the boat, rowing very hard in a circle. Buyer beware.
    Jun 11, 2012. 04:05 PM | Likes Like |Link to Comment
  • Using Options To Make A 30% Effective Return In Freeport-McMoRan [View article]
    Key to this strategy as the author states is that you should only be selling puts for companies that you are Long on and want to own. It's a really shocking ordeal when the stock price drop rapidly and you realize you are going to own something you did not want. New traders, don't make this mistake! Having done a lot of Put selling the past year though, i can say, in the right instances it is an excellent way to juice your portfolio returns when applied correctly (and not greedily).
    Jun 11, 2012. 04:01 PM | Likes Like |Link to Comment
  • E-Trade: Don't Throw The Baby Out With The Bathwater [View article]
    I am an eTrade investor and a user, though I may not be for too much longer. the platform is great, however, it's expensive. Research is good and it's a great UI, however at even $7.99 or $9.99 per trade, it's incredibly expensive, especially compared to InteractiveBrokers (who is my other broker). IB has a more flexible platform and can trade any product in any environment for $1 or less. I like the idea of eTrade, and love the commercials and service, but I'll be exiting shortly.
    Jan 12, 2012. 04:37 PM | Likes Like |Link to Comment
  • The U.S. will "default one way or the other,” and deficit reduction talks are "a sham" that can’t hide the fact that the U.S. dollar is a "terribly flawed currency," Jim Rogers says. In his investments, Rogers tells CNBC he’s long commodities and short emerging markets and U.S. tech stocks; silver, in particular, is “going to go much, much higher over the next decade.”  [View news story]
    Read "the Creature from Jekyll Island" to see how the story ends. It may take another 20 years, but the well documented failings of fiat currency will be the death of the USD as the global reserve currency. Patience...
    Jul 11, 2011. 02:59 PM | 1 Like Like |Link to Comment
  • More Murky Financial Disclosures for Green Mountain Coffee Roasters [View article]
    Sam, wow - great analysis. I think you are spot on and folks on this site and others do not want to admit what is very plainly true -this companies earnings are a sham, and at some point, the market will get wise. I'm short, and getting shorter.
    Feb 15, 2011. 12:54 PM | 1 Like Like |Link to Comment