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  • Obamacare signs up 8M [View news story]
    My girlfriend signed up for Obamacare and had healthcare previously. I would have to imagine that overlap is higher than most are giving it credit for.
    Apr 18 03:31 PM | 1 Like Like |Link to Comment
  • Kill The Microsoft Surface Tablet [View article]
    Employers give their employees Windows-based machines with Office. No need to create documents on your iPad when you have a work computer. No need to spend money on the Office 365 subscription.

    The Surface Pro is a laptop. The iPad is a tablet. Two different products. You can compare them until you are blue in the face. Words will not convince anyone of anything. Put a Surface in your left hand and an iPad in your right, you just might never use the iPad after that.
    Apr 10 08:56 AM | Likes Like |Link to Comment
  • Sirius XM: When Does This 'Thing' Get Out Of The Mud? [View article]
    Stephen, you said you aren't qualified to preach psychology, but your comments on "expectations" could cure any persons emotional instability.

    As always, thanks for your hard work.
    Apr 3 12:57 PM | 2 Likes Like |Link to Comment
  • Will Apple And A Weak Management Take Nuance Down? [View article]
    I would expect GOOG to develop better voice-recognition tech eons before Apple could pull it off. A merger is much more likely. That doesn't mean the stock price is undervalued. But certainly if a plan is executed (we already see a new sales director), this could be a $10b company. The product is there, way ahead of any of its competitors, and voice-recognition is the next step from the keyboard which will one day be primitive.
    Mar 31 10:03 PM | 1 Like Like |Link to Comment
  • Dazed And Confused By Growlife - Shares Are Worth A Small Fraction Of Their Current Price [View article]
    A broken clock is right twice a day. Overexcited bulls and overexcited bears alike will have their day in the spotlight.

    This message board is very similar to AAPL discussions from 2011-2012, all the nonsense about a $1 trillion cap. 2 years later and the desperation of AAPL bulls continues.

    I understand the "discovery stage" argument, and quite frankly it is the only bull argument that holds any logic.

    Too much exuberance is very dangerous and that is all we can say is 100% fact about PHOT. I have a small long position in PHOT, and I will sleep soundly tonight. Anyone risking the house on this stock needs a hobby.
    Mar 18 05:59 PM | 2 Likes Like |Link to Comment
  • Microsoft's Perfect Storm [View article]
    Microsoft sells an unbelievable amount of software, year after year. Desktop OS and server OS are still the leading platform for enterprises and the U.S. government. Microsoft is very far away from its fall.
    Mar 11 10:02 PM | Likes Like |Link to Comment
  • Amyris: Why Its Sweet Dreams Should Keep Investors Up At Night [View article]
    I was about to run over to the Fool and mention this article, for argument's sake. You beat me too it Maxx.
    Mar 11 08:26 PM | Likes Like |Link to Comment
  • Can't Tell You Where Its Revenues Come From [View article]
    Thanks for the link - I also thought of the same article from November. I don't own CRM shares but I don't recommend anyone buying into this negative EPS company, software is dangerous. Good luck to all.
    Mar 7 11:44 AM | Likes Like |Link to Comment
  • Can't Tell You Where Its Revenues Come From [View article]
    I don't use Salesforce CRM, but have spoken to people who do, and it does not sound like it is anything special. Maybe it looks pretty. But at the end of the day, I want a CRM that gives me the metrics I need to serve my customers efficiently, and also grow my top/bottom line.

    I would like to hear from Salesforce CRM users who can explain the differentiation between other products on the market.
    Mar 7 11:42 AM | Likes Like |Link to Comment
  • Microsoft Valuation And Acquisition Targets [View article]
    Even Carl has a price.

    I agree with your article and I thank you for writing it. I am long NUAN and MSFT so it is no wonder I am replying to your comment on Carl Icahn.

    I don't feel comfortable riding with Icahn but I also believe that NUAN's technology is incredibly undervalued, but more importantly underutilized. Management needs a shake-up and Icahn's entrance is a positive event in that regard. Consistent FCF for a company that, if it finds a way to execute, can easily grow its business.
    Mar 5 08:52 PM | Likes Like |Link to Comment
  • Nuance: Value Trap Until Further Notice [View article]
    Timing is everything. If you released the article when NUAN was trading at $19, before its 20% intra-day drop, you'd be hailed as a prophet.

    Could this stock play out as a value trap and shed another 20%? Sure can. Only 'time' will tell.

    I am long NUAN on its technology. I rarely buy into a company with poor leadership, but the intangibles outweigh the worthless bodies on the board. I can afford to lose my investment in NUAN and I suggest others take the same approach.
    Mar 5 11:49 AM | 5 Likes Like |Link to Comment
  • Sirius XM: Focus And Discipline Is Required [View article]
    Thanks for the comment SXM. The less you worry about the macro, the better you sleep at night.
    Feb 17 12:07 PM | 1 Like Like |Link to Comment
  • Intel: Rumors, Speculation And Uncertainty [View article]
    So what does the next-gen microprocessor look like?
    Feb 14 01:50 PM | Likes Like |Link to Comment
  • A No-Brainer Dividend Growth Investment [View article]
    Everything in moderation, MCD a particularly long moderation, but nonetheless an extreme sticky component of society. If people will buy Doritos and other prevalent-yet-unhealthy mainstreams, McDonalds clientele lives on.
    Feb 12 10:06 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Berbno1, the youth that you have faith in are currently infants. Spend a week with a group of 21-year-olds in 2014 and you will lose faith fast.
    Feb 12 05:03 PM | Likes Like |Link to Comment