Volatile 3D Systems (DDD -5.6%) continues to sell off in the wake of Citron Research's bearish report. Some industry peers are also falling: PRLB -4.1%. XONE -3.7%. SSYS -1.6%. Fidelity recently disclosed it bought 3.1M shares of 3D Systems in Q4, raising its stake in the company to 6.1%. [View news story]
The volatility on such new technology was too much for me; last month I decided to watch the manufacturers and wait until we have a 3D printer on the market for consumers before getting back into the 3D trade.
Cisco (CSCO +0.1%) is barely changed heading into today's FQ2 report. Shares are up 25% since a market-pleasing FQ1 beat was delivered and near their 52-week high, but still only trade at ~7.5x FY13E EPS exc. net cash. Street sentiment is split between those worried about higher expectations and soft IT spending, and those optimistic about margin improvements, rising software sales and the performance of faster-growing hardware segments, such as UCS servers. [View news story]
re-entered CSCO; first time this decade; Will trust Chambers this quarter.
Between ExOne's (XONE) stellar IPO and the 2012 gains seen by 3D Systems (DDD) and Stratasys (SSYS), it's clear investors are expecting big things from 3D printers. But low R&D spending could stall the industry's progress, warns Ashlee Vance. Unlike chips or hard drives, there's no guarantee of steady technology advances for printer nozzles and plastic melting. DDD and SSYS respectively spent just 6% and 9% of their 2011 revenue on R&D; Vance is more positive on upstarts such as Shapeways, who are finding ways to significantly cut production and materials costs. [View news story]
Agreed; I did not stay in my full position and sold it in increments last week. really did not like the price action and didn't want to write covered calls. There will be plenty of time to re-enter should this become as the laser printer is. I don't like this market, now.
Though the PC industry's slump is showing few signs of ending, PC DRAM prices continue to trek higher, thanks in large part to production cuts. DRAMeXchange estimates 4GB PC DRAM prices rose 11% in January, and that PC OEMs "are showing a desire to gradually increase inventory levels." Meanwhile, Digitimes reports 4GB prices are expected to rise another 10% following Chinese New Year holidays. Top manufacturers: MU, SSNLF.PK, HXSCF.PK. (previous) [View news story]
Very promising, sign; RAM is the basic building block.
The Ford Growth Story Should Continue In 2013 [View article]
Added to my F; tried the Taurus SHO when it was intro'd back when; it impressive, then, and I intend to try it again; owned Acuras for reliability; impressed with drive-by-wire control. will report after the SHO test.
The American Academy of Neurology has published new research suggesting that drinking sweetened beverages, especially diet drinks, is linked to an increased risk of depression in adults, while drinking unsweetened coffee was tied to a slightly lower risk. The study,released today, will be presented at the Academy's 65th Annual Meeting in San Diego, March 16 to 23, 2013. [View news story]
Japanese stocks extend their losses again today, as further gains for the yen hit exporters and overnight losses in the U.S. weighed on the overall market. The Nikkei Average is currently down 0.6% at 10,445: Sharp (SHCAY.PK -2.4%), Suzuki Motor (SZKMY.PK -2.3%), Honda (HMC -2.7%), and Mazda (MZDAY.PK -3.5%), Sony (SNE -1.8%). Mitsubishi UFJ Financial Group (MTU -1.7%), Mizuho Financial Group (MFG -1.9%), and Nomura Holdings (NMR -2.1%). [View news story]
Weak Yen is showing up in my account; (((goodbye)))
Average Selling Price Decline Is The Smoking Gun That Sinks Amazon's Business Model [View article]
The California legislature is fighting Amazon's tax-exempt history; as they lease the most expensive automobiles that they can get away under their "car allowance" policy. Citizens of California examine your legislator's expenses as they take take and take more to pad their salaries. California is getting too expensive to support its citizen legislators as many don't take the time to examine who is taking through their taxing powers.
4 Reasons Windows 8 Will End Apple's Market Share Growth - And Why Apple Shouldn't Care [View article]
That may be; I liken it to skippering a dinghy with a tiller; it's far more accurate to steer a boat with a tiller; the sensitivity of pushing on the tiller and moving the bow is 1:1 pressure and movement; the lag in movement is problematic when maneuvering in tight company. I love my mouse and Windows 7.
Volatile 3D Systems (DDD -5.6%) continues to sell off in the wake of Citron Research's bearish report. Some industry peers are also falling: PRLB -4.1%. XONE -3.7%. SSYS -1.6%. Fidelity recently disclosed it bought 3.1M shares of 3D Systems in Q4, raising its stake in the company to 6.1%. [View news story]
Cisco (CSCO +0.1%) is barely changed heading into today's FQ2 report. Shares are up 25% since a market-pleasing FQ1 beat was delivered and near their 52-week high, but still only trade at ~7.5x FY13E EPS exc. net cash. Street sentiment is split between those worried about higher expectations and soft IT spending, and those optimistic about margin improvements, rising software sales and the performance of faster-growing hardware segments, such as UCS servers. [View news story]
Between ExOne's (XONE) stellar IPO and the 2012 gains seen by 3D Systems (DDD) and Stratasys (SSYS), it's clear investors are expecting big things from 3D printers. But low R&D spending could stall the industry's progress, warns Ashlee Vance. Unlike chips or hard drives, there's no guarantee of steady technology advances for printer nozzles and plastic melting. DDD and SSYS respectively spent just 6% and 9% of their 2011 revenue on R&D; Vance is more positive on upstarts such as Shapeways, who are finding ways to significantly cut production and materials costs. [View news story]
really did not like the price action and didn't want to write covered calls.
There will be plenty of time to re-enter should this become as the laser printer is.
I don't like this market, now.
Though the PC industry's slump is showing few signs of ending, PC DRAM prices continue to trek higher, thanks in large part to production cuts. DRAMeXchange estimates 4GB PC DRAM prices rose 11% in January, and that PC OEMs "are showing a desire to gradually increase inventory levels." Meanwhile, Digitimes reports 4GB prices are expected to rise another 10% following Chinese New Year holidays. Top manufacturers: MU, SSNLF.PK, HXSCF.PK. (previous) [View news story]
Cypress’s TrueTouch® Gen4 Touchscreen Solution Implements Multitouch Interface in New Fujitsu 4G Smartphone [View article]
The Ford Growth Story Should Continue In 2013 [View article]
3D Systems Announces Conference Call and Webcast to Discuss Fourth Quarter and Full Year 2012 Results [View article]
Where Boeing Went Wrong With Its 787 Dreamliner [View article]
Why It's Too Early To Buy AT&T Or Verizon On The Downgrades [View article]
did not enjoy its trading and this pension funding business.
Why It's Too Early To Buy AT&T Or Verizon On The Downgrades [View article]
The American Academy of Neurology has published new research suggesting that drinking sweetened beverages, especially diet drinks, is linked to an increased risk of depression in adults, while drinking unsweetened coffee was tied to a slightly lower risk. The study,released today, will be presented at the Academy's 65th Annual Meeting in San Diego, March 16 to 23, 2013. [View news story]
Japanese stocks extend their losses again today, as further gains for the yen hit exporters and overnight losses in the U.S. weighed on the overall market. The Nikkei Average is currently down 0.6% at 10,445: Sharp (SHCAY.PK -2.4%), Suzuki Motor (SZKMY.PK -2.3%), Honda (HMC -2.7%), and Mazda (MZDAY.PK -3.5%), Sony (SNE -1.8%). Mitsubishi UFJ Financial Group (MTU -1.7%), Mizuho Financial Group (MFG -1.9%), and Nomura Holdings (NMR -2.1%). [View news story]
Average Selling Price Decline Is The Smoking Gun That Sinks Amazon's Business Model [View article]
Citizens of California examine your legislator's expenses as they take take and take more to pad their salaries.
California is getting too expensive to support its citizen legislators as many don't take the time to examine who is taking through their taxing powers.
4 Reasons Windows 8 Will End Apple's Market Share Growth - And Why Apple Shouldn't Care [View article]
the lag in movement is problematic when maneuvering in tight company.
I love my mouse and Windows 7.
Turned back my Win 8 powered machine.
Notable earnings before Thursday’s open: CAG, CCL, DFS, DRI, KBH, KMX, RAD [View news story]