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Edpon40

Edpon40
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  • Oracle Realizes It's Doomed [View article]
    Dana,

    Wouldn't you say that the important point that was mentioned earlier was that "if any real data gets put on a Cloud, it will suffer the fate of loss/corruption/theft soon enough".
    So why concentrate in your replies on a decision that may or may not be used as a legal precedent ?!
    Internet security has had a bit of media coverage from what I recall...

    Also the gradual loss of market share to MSFT is not mentioned in your article.

    Thank you.
    Apr 12, 2013. 08:04 PM | Likes Like |Link to Comment
  • Is Japan's Day Of Reckoning Nearing? [View article]
    hey that sounds familiar :

    http://bit.ly/Nw7o2d

    You could have the elegance to quote the man....
    Jul 26, 2012. 03:05 AM | Likes Like |Link to Comment
  • Is Japan's Day Of Reckoning Nearing? [View article]
    Dude ! What's with the rage ?? People are having a civilized conversation. Don't you feel smarter ? No, I would guess.
    Jul 25, 2012. 11:19 PM | 1 Like Like |Link to Comment
  • Is Japan's Day Of Reckoning Nearing? [View article]
    In the end Japanese savers will pick up the bill.

    Whether the perma bears on Japan are finally right, after 20 years of expensive wait...(I sometime wonder if Kyle Bass's energy defending his short on Japan has to do with the fact his track record although impressive is still short ?)

    Or the government engineers to inflate its way out.

    And savers actually pick up the bills as we speak, as inheritance taxes in Japan are among the highest in the world.
    Frugal savers get the haircut as they are put to rest (sorry for the slightly morbid comment)
    Jul 23, 2012. 10:40 AM | 1 Like Like |Link to Comment
  • Spain, Europe And The Need For Constitutional Government [View article]
    Not quite sure all Europeans want more union as you claim.
    The ones with the funds are getting more skeptical (latest opinion polls in Germany show the majority of voters think their country has done enough to help the PIIGs).
    That is actually the problem...
    Jun 13, 2012. 10:59 AM | Likes Like |Link to Comment
  • A Goldman Bet That May Sink The Ship [View article]
    0.75 of much less is not worth a lot...
    Jun 13, 2012. 08:59 AM | Likes Like |Link to Comment
  • A Goldman Bet That May Sink The Ship [View article]
    The subprime mess is not the issue here and the fact that they had no write-offs is irrelevant I am afraid.

    The issue today is that i-banks derivatives books involve correlation trades that can potentially blow up (think JPM). The management understands very little, so does the 26 years old Harvard whiz kid running the book for that matter...
    Jun 13, 2012. 04:00 AM | 1 Like Like |Link to Comment
  • A Goldman Bet That May Sink The Ship [View article]
    Having worked in that industry, I would imagine that it is just one department at Goldman making the call. For all we know another one on the floor below is taking the other side of the bet.

    The discount to book does not mean much when no one knows what they have in the derivatives books.
    yeah, yeah, they say control management at GS is the best in the industry but I think I heard that about JPM two years ago too.
    Jun 12, 2012. 10:58 AM | 2 Likes Like |Link to Comment
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