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breinejm
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10/29/20 at 7:49 AM CDT |
Earnings |
Nokia cuts profit forecast and
revamps strategy, shares slump 13% Anne Kauranen and Supantha
Mukherjee Thu, October 29, 2...
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LongTerm CapGains
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10/22/20 at 3:20 PM CDT |
Earnings |
The stock is getting butchered, the data
center segment is getting the blame. Should not be a surprise
given how AMD is now competing...
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LongTerm CapGains
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10/09/20 at 10:04 AM CDT |
News |
Just like NVDA acquiring ARM, this deal
makes a lot of sense for AMD. It also will increase
competition in the sector but also make it ha...
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Jam ok
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09/23/20 at 1:36 PM CDT |
Off
Topic |
With CIEN down another 4%+ today, one might
well wonder whether to add some shares. These two articles aren't
terribly informative, except...
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breinejm
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09/03/20 at 7:28 AM CDT |
Earnings |
CIEN beats by 24 cents, but warns of
pressure. from marketwatch: Ciena beats FQ3 estimates, warns of
continuing pandemic pressure; shares -...
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Jam ok
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08/20/20 at 4:28 PM CDT |
Off
Topic |
Jon, On NVDA, I held my breath through
earnings yesterday. Beat on revs, earnings, and upped their
projections for Q3. Basically static to...
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breinejm
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08/18/20 at 12:59 PM CDT |
Off
Topic |
Sorry for all those typos! I should have
reread it right away. :)
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breinejm
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08/18/20 at 9:12 AM CDT |
Off
Topic |
The NVDA, AAPL, AMZN's for the world baffle
me. They are leaders and at some point I probably should have
scuked uit up, but I have usuall...
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Jam ok
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08/17/20 at 1:02 PM CDT |
Off
Topic |
Jon, Thanks for weighing in. Off the top of
my head, and I may be wrong about this, but in watching the options
so far, as the stock price...
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breinejm
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08/14/20 at 2:10 PM CDT |
Off
Topic |
Don't think that is bad move. Downside
protection, CIEN is very likely to be higher in the longer term if
you can hold on a drop. I just s...
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Jam ok
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08/13/20 at 2:09 PM CDT |
Off
Topic |
<p>OT - CIEN - The Sept. 11th calls
on CIEN stk $61 look to be yielding 4.5 - 5.5%, depending on how
you do the calculating, and whe...
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Jam ok
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08/13/20 at 1:11 PM CDT |
Off
Topic |
INTC - Announced that 1. It has invented a
new transistor technology that will boost cpu power by up to 20%.
2. That comparing 10nm and 7n...
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Jam ok
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08/13/20 at 1:02 PM CDT |
Off
Topic |
OT - Cien has announced it's earning report
before the bell on Sept. 3rd. Don't want to lose any shares. Need
to mull whether buying share...
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Jam ok
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08/06/20 at 2:50 PM CDT |
Off
Topic |
<p>OT - INFN - As I wrote, I have
been watching their momentum continue apace for quite a while now,
and had mulled buying some. Had...
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breinejm
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07/29/20 at 4:47 PM CDT |
Off
Topic |
Wow, quite the reaction to the news! I
figured they'd beat by a few cents but the settlement with Huawei
was unexpected. Yes, profits are ...
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Jam ok
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07/29/20 at 3:21 PM CDT |
Off
Topic |
Jon - Just heard that QCOM not only had a
good CC, but has made a deal with Hauwei, so your shares may be
taken. Profits are good. W...
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breinejm
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07/28/20 at 9:24 AM CDT |
Off
Topic |
The calls last week expired since QCOM was
<94 so yesterday I sold Aug 21 96 strike for $2.06. Rinse and
repeat. Earnings are this week...
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LongTerm CapGains
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07/24/20 at 5:24 AM CDT |
Off
Topic |
Intel continues to struggle on the
manufacturing technologies front. It has been now more than
half a decade of troubles? For ...
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Jam ok
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07/22/20 at 2:42 PM CDT |
Off
Topic |
OT - NVDA - While NVDA has an astronomical
PE, I've been holding them for a couple of years, as they just seem
to execute near-flawlessly,...
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Jam ok
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07/21/20 at 4:49 PM CDT |
Off Topic |
Needham raised CIEN from hold to buy with a
$65 PT - thus the rocket up to $55-$56 level. Fock. I was going to
buy back some of my shares ...
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