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Jam ok
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10/12/15 at 5:18 PM CDT |
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Topic |
This is probably not a useful observation.
But INFN's usual crazy beta has become seemingly crazier - ranging
between $18.35 (close today)...
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Jam ok
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10/12/15 at 12:57 PM CDT |
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Jester, You've been writing about the
'shrinkage' from estimates to reality for a long time. Some
things never change. It begs the q...
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Jester Debunker
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10/12/15 at 8:56 AM CDT |
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Topic |
Average eps growth for tech in Q3 is just
+2.4%, the lowest since Q2 2013. Take Apple out of the equation and
it's -3.4%. For the S&P ...
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LongTerm CapGains
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10/12/15 at 7:04 AM CDT |
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Topic |
Both INTC and QCOM are looking for a way to
spur growth again. Both companies are facing challenges
because the markets they operate...
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Jam ok
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10/11/15 at 2:18 PM CDT |
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Topic |
lt cap, Haven't read the article yet, but
my first reaction is that if Qualcomm is going to try and compete
successfully in INTC's main ch...
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LongTerm CapGains
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10/10/15 at 7:10 AM CDT |
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Topic |
Qualcomm making a big push into the Data
Center, going head to head with INTC, the article too mentions that
INTC should beat lowered conc...
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Jam ok
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10/09/15 at 2:46 PM CDT |
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Topic |
<p><p>Pretty good article at
Investopedia yesterday (the 8th) on how INFN's metro offerings
brings them into a market with gre...
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LongTerm CapGains
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10/09/15 at 12:34 PM CDT |
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Topic |
finance.yahoo.com/ne...3.html
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Jester Debunker
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10/08/15 at 5:23 PM CDT |
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Topic |
The Fed used to say it was data dependent,
until the data cooperated so they moved that goalpost. Then they
said they aren't responsible f...
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Jam ok
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10/08/15 at 12:00 PM CDT |
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Topic |
<p>The 'future wars' are heating up:
(While I think lt cap's got it right that INTC is facing perhaps
the biggest challenges in a lo...
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LongTerm CapGains
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10/08/15 at 8:55 AM CDT |
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Topic |
Read the PR regarding the organizational
changes that will take effect when the merger is finalized. The PR
concentrated on the fact that ...
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breinejm
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10/07/15 at 2:53 PM CDT |
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Topic |
Agreed and as I told Jamok via PM, I bought
more today below 19. On the recent rise I sold November calls
at strikes of 22 and 23 fo...
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10/07/15 at 1:45 PM CDT |
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Topic |
First let me say that I do not know
anything is wrong. However, Launching a new product is
typically expensive, so there may be a pe...
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Jam ok
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10/07/15 at 1:09 PM CDT |
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Topic |
INFN options for November (45 days)
seem to carry an outsized premium perhaps - currently an 8%
return on Nov. calls stk 19, which i...
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Jam ok
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10/07/15 at 12:46 PM CDT |
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Topic |
OT - INFN down 8%+ today, after yesterday's
analyst day and a revamp of their product line, part of which I
think was showing off how thei...
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LongTerm CapGains
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10/07/15 at 10:29 AM CDT |
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Topic |
I am guessing the bids on the Table were
not what ALU was looking for. I also am guessing that this
division is a money loser, as mo...
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LongTerm CapGains
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10/07/15 at 8:31 AM CDT |
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Topic |
Prince Al-Waleed has increased its stake in
TWTR, his investment vehicle now owns over 5% of TWTR shares
finance.yahoo.com/ne...36.htm l
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10/05/15 at 4:52 PM CDT |
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Topic |
BTW, I looked at the S&P chart and
realized that from a technical point of view the market had a
successful test of the August low. &n...
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10/05/15 at 3:58 PM CDT |
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Topic |
Roger McNamee is pushing for Tweater to
monetize the wealth of news by selling the "data", similar to
Bloomberg. I have loosely foll...
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breinejm
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10/05/15 at 3:52 PM CDT |
Off Topic |
Tweater stock? :) I think it is very
expensive still. Earnings need to grow markedly from current to get
in ball park of current pri...
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