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doggiecool

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  • A Few Reasons Why Groupon Should Get Better In The Long Run [View article]
    hi farmer Bob,
    the yahoo message board misses you.
    p.s.
    analyst just upgraded GRPN with a $7.50 price target. Better pray GRPN doesn't get there... or we're off to the races.
    Sep 14 09:18 PM | Likes Like |Link to Comment
  • Micron: Two Scenarios [View article]
    @aksika,
    correct. I agree with you 100%. That's why I said it's a nasty rumor (not to be believed).
    Sep 12 10:58 AM | 1 Like Like |Link to Comment
  • Micron: Two Scenarios [View article]
    @oak,
    when an app is frozen, the term is called tombstoned.

    FYI, for some OS'es, such as WP8, each App has certain resource limitations. Thus, in theory, one app cannot cause other apps to get sluggish or impact the phones normal operations.
    Sep 11 11:42 PM | Likes Like |Link to Comment
  • Micron: Two Scenarios [View article]
    @i_am,
    I agree with your thesis, however...
    VMWare is valued at $41B. If EMC divests it, They could possibly get $60B for it. EMC owns 80% of VMWare. Presto. $48B to spend. Not saying MU would be a candidate, but if MU divested itself of just the NAND business (say its worth $20B), then EMC has plenty of cash for the transaction.
    Sep 11 12:04 PM | Likes Like |Link to Comment
  • Micron: Two Scenarios [View article]
    @do,
    I'm not too sure. However, I think EMC needs to seriously re-invent itself. Data centers themselves are becoming a commodity. Large drag and drop systems are chasing the 'Cloud' model. Lots of companies will soon be in EMC's grill. I personally think EMC will take the billions it gets from the VMware spinoff and go on an acquisition spree. Maybe they try to be more vertically integrated (DRAM/NAND -> SSD/STEC -> SAN -> Fabric). One thing is for sure, economies of scale will further drive consolidation.
    Sep 11 11:06 AM | Likes Like |Link to Comment
  • Micron: Two Scenarios [View article]
    @RSA,
    create 2 SA accounts. One for your PC and one for your phone.
    Sep 10 07:20 PM | 2 Likes Like |Link to Comment
  • Twitter's Valuation Does Not Make Sense [View article]
    @Blue,
    lets see, LinkedN is valued at almost the same price as TWTR. No one has priced in TWTR's 'jobs' business for recruiting... Take it to the bank.

    "Twitter is more than a network for talking about trending topics and interacting with high-profile brands, it’s also a tool for recruiting candidates and hiring top talent. Last year, 55 percent of employers said Twitter was one of the top social networks for recruiting, according to Jobvite’s 2013 Social Recruiting Survey."
    Sep 10 04:28 PM | Likes Like |Link to Comment
  • Twitter's Valuation Does Not Make Sense [View article]
    @ the Big Hat no Cattle gang,
    oh, oh! LinkedN better watch out...look who's coming!

    "Twitter is more than a network for talking about trending topics and interacting with high-profile brands, it’s also a tool for recruiting candidates and hiring top talent. Last year, 55 percent of employers said Twitter was one of the top social networks for recruiting, according to Jobvite’s 2013 Social Recruiting Survey."

    Lets see... take a part of LinkedN, take a part of Facebook and a part of Google. Put them all together and surely we get TWTR at $149.99 in 2-3 years!
    Yah Baby! Yah!
    Sep 10 04:20 PM | Likes Like |Link to Comment
  • A Few Reasons Why Groupon Should Get Better In The Long Run [View article]
    @voice,
    in february you went long on GRPN and now you are short. You sure have an interesting method of investing.

    Good luck on trying to figure out where GRPN is going.

    p.s.
    why invest in a company that as you say "Not sure where GRPN is going anymore"
    Are you a good coin flipper?
    Sep 10 03:52 PM | Likes Like |Link to Comment
  • Micron: Two Scenarios [View article]
    @William,
    bingo! and the DRAM/NAND market has one more takeout before becoming an oligopoly.
    Sep 10 02:18 PM | Likes Like |Link to Comment
  • Micron: Two Scenarios [View article]
    I'm officially going to start my own nasty rumor... here goes :)

    Analysts (yes, analysts), were all saying hard drives were not going to be needed any longer, because data was going to be stored in the Cloud. Yikes! Imagine all the gullible suckers that sold their shares of WDC/STX in the single digits because of that call. In fact, a little over a year and a half ago, Jim Chanos' Sohn Conference Presentation: Short Hard Disk Drive Makers STX & WDC (May 9, 2013). He stated "data will be stored in the Cloud. Short STX. Margins will collapse from the 25-30% guidance."

    WDC was trading at $58 and is now trading at $100, STX was trading at $41 and is now at $60. Margins are still at 27-29%.

    So much for Jim Chanos and his theories.

    But here's my theory.... Analysts will soon say DRAM sales will vanish, because data will all be stored in the cloud. Yes, you heard that right. Death to DRAM. The cloud will make it obsolete. Gadgets will be soooo fast, that DRAM will not be needed.

    LOL. Seriously, I can't wait for the fear mongers to start down that band wagon.

    You can't make that shtick up. A professional like Chanos thinking the Cloud didn't use hard drives. Uftda!
    Sep 10 12:38 PM | 5 Likes Like |Link to Comment
  • Groupon's New Coupon Concepts Create Competitive Edge [View article]
    Hmmm,
    should bode well for GRPN going forward...

    "Groupon today announced its integration with Apple Pay, a new mobile payments service that will provide an easy, secure and private way to make purchases from the Groupon app on iPhone 6 and iPhone 6 Plus. Groupon is one of the first mobile commerce companies to announce integration with Apple Pay, and the new payment option will be available to customers beginning in October.

    “With nearly 92 million app downloads worldwide and more than half of our transactions occurring on mobile devices, Groupon is one of the largest mobile commerce companies in the world,” said Groupon CEO Eric Lefkofsky. “Bringing Apple Pay to the Groupon mobile app makes it easier than ever to find and buy the best things around you.”

    Groupon’s integration with Apple Pay allows customers to seamlessly check out with a single touch and pay using Touch ID from their iPhone 6 or iPhone 6 Plus. It also allows new customers to create user accounts and make purchases on the fly with just a few taps.

    Groupon’s consistently top-rated iOS app is one of the 25 most-downloaded free apps in the App Store. Groupon’s updated app will launch alongside Apple Pay in October. "
    Sep 9 06:10 PM | Likes Like |Link to Comment
  • A Few Reasons Why Groupon Should Get Better In The Long Run [View article]
    " Groupon today announced its integration with Apple Pay, a new mobile payments service that will provide an easy, secure and private way to make purchases from the Groupon app on iPhone 6 and iPhone 6 Plus. Groupon is one of the first mobile commerce companies to announce integration with Apple Pay, and the new payment option will be available to customers beginning in October.

    “With nearly 92 million app downloads worldwide and more than half of our transactions occurring on mobile devices, Groupon is one of the largest mobile commerce companies in the world,” said Groupon CEO Eric Lefkofsky. “Bringing Apple Pay to the Groupon mobile app makes it easier than ever to find and buy the best things around you.”

    Groupon’s integration with Apple Pay allows customers to seamlessly check out with a single touch and pay using Touch ID from their iPhone 6 or iPhone 6 Plus. It also allows new customers to create user accounts and make purchases on the fly with just a few taps.

    Groupon’s consistently top-rated iOS app is one of the 25 most-downloaded free apps in the App Store. Groupon’s updated app will launch alongside Apple Pay in October. "
    Sep 9 06:10 PM | 2 Likes Like |Link to Comment
  • Twitter's Valuation Does Not Make Sense [View article]
    You and the 'Big Hat no Cattle' gang come in with empty chambers clicking your 6 shooters... and you're dying to know my investment history. PRICELESS!
    Sep 9 10:27 AM | Likes Like |Link to Comment
  • Twitter: Tailored Timelines Are The Future [View article]
    Lets be perfectly clear about ad money comparisons between FB and TWTR... here's a little soup for the peanut gallery...

    From MKM...

    "But Sanderson thinks “Better performing ads would suggest that TWTR could exceed the RPU of FB over time.”

    He notes anecdotal evidence Twitter ads are more valuable to advertisers:


    Major ad agencies report better performance of ads on TWTR than on FB. A report by Omnicom suggests up to 8x better click-thru-rates for TWTR. WPP and Publicis/Starcom have also reported high degrees of success and each have 9-figure spending commitments with TWTR. Some smaller channels report the opposite finding (i.e. FB ads perform better). We believe this is because of TWTR’s early focus on major branded channels and only recent efforts in SME. We think the large agencies are more representative. FB also puts a lot of effort and deploys even greater resources than TWTR into educating these channels.

    As far as why it might be Twitter ads are more effective, Sanderson opines,

    In traditional media, advertisers use demographic profiling to guess the interests of most of the consumers of the media outlet and insert marketing. The interest graph of a TWTR user tells marketers exactly what that user is interested in. Understanding, data analytics and tools to utilize this new medium are rapidly evolving and there is a long runway for monetization improvement ahead. We think TWTR has potential to become the most powerful platform for consumer marketing, ever."
    Sep 8 04:37 PM | 1 Like Like |Link to Comment
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