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LongTerm CapGains

03/25/17 at 9:10 AM CDT Off Topic

Some news from OFC, I have highlighted them below, the news on INFN are IMO very Bullish and put behind them the problem they had were the...

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Jester Debunker

03/24/17 at 4:15 PM CDT Off Topic

The most recent estimates are from EA, saying about 30% of full games to be digital currently. That's up from I think 20% a couple of year...

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Jam ok

03/24/17 at 4:08 PM CDT Off Topic

Jester, I don't have figures on what percentage of games are now a download, rather than a store-bought product. My guess would be that it...

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Jester Debunker

03/24/17 at 8:44 AM CDT Off Topic

So GME reported earnings and they were brutal. They're also closing 2%-3% of their stores this year. This should be considered bad news fo...

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Jam ok

03/23/17 at 4:15 PM CDT Off Topic

<p> <a href=" tomshardware.com/ne...8.html">tomshardware.com/ne.../a> </p> <p>OT - Oh, man. Big Brother loves you...

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Jam ok

03/22/17 at 1:17 PM CDT Off Topic

lt cap, The cited article awoke me to the reality that ARM of course hasn't been sitting still on it lucrative cellphone market. The issue...

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LongTerm CapGains

03/22/17 at 7:05 AM CDT Off Topic

ARM is the real deal, it has been for some time.  It will do a lot of damage to INTC.  It should begin to dent INTC in the data ...

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Jam ok

03/21/17 at 8:31 PM CDT Off Topic

tomshardware.com/ne...7.html OT - This can't be good for either INTC or AMD. INTC has partnered with Ford to estabish a footprint in th...

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Jester Debunker

03/20/17 at 8:24 AM CDT Off Topic

The first reviews of Mass Effect Andromeda have started coming in, and they are not great. The MC is currently 75 and is likely to drift l...

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Jester Debunker

03/17/17 at 9:54 AM CDT Off Topic

As Jamok noted, interesting to see the VG stocks all looking extended and all at big round figures, $90 EA, $50 ATVI, $60 TTWO. This makes...

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LongTerm CapGains

03/17/17 at 7:17 AM CDT Off Topic

INFN now appears to have mastered the PIC science, it can now bring future generations of PICs in half the time as it used to.  This ...

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LongTerm CapGains

03/16/17 at 10:47 PM CDT Off Topic

Some bits and pieces on Goldman's upgrade of INFN: Shares of beleaguered fiber-optic networking equipment vendor Infinera (INFN)...

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Jam ok

03/16/17 at 6:53 PM CDT Off Topic

lt cap, Damn Goldman. I was waiting for INFN to sink to my sale price ~$8.50. Ah well, maybe they'll repeat the disastrous earnings call t...

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LongTerm CapGains

03/16/17 at 7:11 AM CDT Off Topic

From Neutral to Buy.  Raises PT from $10 to $13.50 Goldman also lowered Rating on CIEN from Buy to Neutral.  No PT given

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Jam ok

03/14/17 at 4:58 PM CDT Off Topic

Ot - I can no longer cut and paste. But while AMD's Ryzen is working in other applications as expected, Intel's I7 is thrashing it in gami...

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LongTerm CapGains

03/10/17 at 5:35 PM CST Off Topic

Nokia has finally perked up.  I believe that what I expected to happen earlier, much earlier, has started to happen.  True to fo...

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LongTerm CapGains

03/10/17 at 5:19 PM CST Off Topic

I believe that CIEN has room to improve.  Particularly its gross margins.  This should be no problem with the upcoming cycle of ...

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breinejm

03/09/17 at 5:42 PM CST Off Topic

I am thinking of buying more, but through my wife's account which means she has to buy it. eps: FY2016: 1.38, FY2017 (est) 1.71, FY2018 (e...

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Jam ok

03/09/17 at 3:20 PM CST Off Topic

jon, lt cap, I must be missing something 'terrible' in CIEN's numbers, because I don't find anything that egregious to give it a 10% or so...

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LongTerm CapGains

03/09/17 at 7:01 AM CST Off Topic

This administration may be loved by Wall Street in the short term, but I am convinced it will leave terrible damage on many fronts for a s...

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