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Jam ok

10/12/15 at 5:18 PM CDT Off 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

10/12/15 at 12:57 PM CDT Off Topic

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

10/12/15 at 8:56 AM CDT Off 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

10/12/15 at 7:04 AM CDT Off 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

10/11/15 at 2:18 PM CDT Off 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

10/10/15 at 7:10 AM CDT Off 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

10/09/15 at 2:46 PM CDT Off 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

10/09/15 at 12:34 PM CDT Off Topic

finance.yahoo.com/ne...3.html  

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Jester Debunker

10/08/15 at 5:23 PM CDT Off 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

10/08/15 at 12:00 PM CDT Off 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

10/08/15 at 8:55 AM CDT Off 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

10/07/15 at 2:53 PM CDT Off 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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LongTerm CapGains

10/07/15 at 1:45 PM CDT Off 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

10/07/15 at 1:09 PM CDT Off 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

10/07/15 at 12:46 PM CDT Off 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

10/07/15 at 10:29 AM CDT Off 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

10/07/15 at 8:31 AM CDT Off 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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LongTerm CapGains

10/05/15 at 4:52 PM CDT Off 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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LongTerm CapGains

10/05/15 at 3:58 PM CDT Off 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

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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