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  • The Unfortunately Opportunistic Yields Of CenturyLink  [View article]
    Successful "backwoods family businesses" can thrive and even possess inspired leadership. Examples of businesses of that sort were started in Bentonville, Arkansas not very long ago, now called Wal-Mart and another which started in northern Minnesota a few years before that called 3M.

    Some "unexpected [business] actions" originate because those initiating them have had time to see the opportunities which exist around them in those backwoods environments. No matter where they occur, the spark of an idea and seeing connections and possibilities set the stage for innovation.
    Oct 31, 2013. 09:52 AM | Likes Like |Link to Comment
  • Are Key Investors Abandoning Kodiak?  [View article]
    Thanks for your insights regarding KOG.

    My shares of Kodiak would have to drop profoundly before I'd be encountering a loss.

    I'm in agreement with 95335's comments above, including his opinion of your Kodiak analysis.
    Sep 2, 2013. 11:33 AM | 1 Like Like |Link to Comment
  • BP sues EPA over ban on new government orders  [View news story]
    When government ignores (or exempts itself from) the law of the land (The U.S. Constitution), chaos ensues.
    When ANY group is denied its constitutional protections, those protections are at risk for ALL citizens.
    Power corrupts; absolute power corrupts absolutely.
    Welcome to Orwell's "1984."
    Aug 13, 2013. 10:19 AM | Likes Like |Link to Comment
  • Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose  [View article]
    I'm glad to see Arnold Frisch submitting articles for Seeking Alpha.
    As a technical guy who might be in the same age demographic as Mr. (Doctor?) Frisch, it was gratifying for me to read in his article "It's the laws of physics that controls the winner in the processor race for mobile applications … ".

    This comment reinforces to me the truism that competent engineering in the development/design of ANY product will trump promotional propaganda attempting to sell a product designed without understanding the necessity of applying sound science ("physics") in that product's design.

    Technical propriety in any product arena will ultimately outlast and out-compete offerings with less than technically solid pedigrees as long as skilled management understands sound business principles and the requirements for long-term business sustainability.

    Healthy corporate balance sheets, effective marketing and market share are all important components, but the foundations of any technological business is scientific soundness of product design and the enlightenment of its management.

    Thank you Mr. Frisch, for explaining your perspectives on this topic.

    May 20, 2013. 02:40 PM | Likes Like |Link to Comment
  • How Does Intel's Financial Condition Measure Up?  [View article]
    Mr. Schauber:

    In spite of your concern that your article "might be a bit too basic for some and too long-winded for others … ", I did derive benefit from it!

    My most recent courses in corporate finance and accounting were taken in the mid-1960's and I appreciated your concise refresher on balance sheet terminology and ratio formulas. Somehow, the details you mentioned had slipped my mind after nearly 50 years.

    I also admire anybody who is "semi-retired" at a fairly young age and able to function in the operations of a charter fishing boat.

    Thanks again for daring to write in Seeking Alpha for more than a few folks who may not have gotten their MBA's in the last five years. Your article was appreciated.
    Feb 26, 2013. 06:55 AM | 1 Like Like |Link to Comment
  • Where was this story 50% ago? Its cover showing a tombstone engraved "R.I.P. PC," Barron's says DELL and H-P (HPQ) will fade from view. Next up for trouble could be Microsoft (MSFT), seemingly cheap at 9X 2013 earnings, but which reported sales at its Windows unit off by a third Y/Y after backing out pre-sales for Windows 8. The world awaits the launch of Surface at midnight on Friday. More winners/losers here[View news story]
    In the late '60's or early '70's, before the Dow had reached 1000, a major financial publication (Forbes?) commented that the Dow would break that 1000 barrier "soon."

    When it didn't happen in a time span that many considered "soon," reader outrage was intense and Forbes must have received many angry notes from (probably) those who acted financially on their individual definitions of the term.

    Forbes responded that "soon" could be a description that would be one thing in terms of, say geologic time and completely different for other activities of man, the financial world and nature!

    I learned at that time that financial journalism has its own definitions of "what 'is' is."
    Oct 20, 2012. 03:10 PM | 1 Like Like |Link to Comment
  • Bloomberg's 10 worst financial CEOs for upholding shareholder value: Vikram Pandit (C), Walter Bettinger (SCHW), Frederick Waddell (NTRS), Thomas Wilson (ALL), John Stumpf (WFC), Daniel Amos (AFL), Kelly King (BBT), Joseph Saunders (V), Jamie Dimon (JPM), Lloyd Blankfein (GS).   [View news story]
    Bloomberg should feel quite at home writing about "the 10 worst" of anything, as far as I'm concerned.
    Jun 6, 2012. 12:41 AM | 1 Like Like |Link to Comment