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Jam ok

11/08/17 at 10:57 PM CST News

lt cap, I've not read the news since I saw the INFN earnings blurb just past the close, and I've been out all day, so I'm speaking from ignoran...

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Jam ok

11/08/17 at 10:40 PM CST News

Jester, Yeah, it had slipped my mind that GTA V is still a 'money machine' after all these years. And I figured RDR 2 to be a 'niche' product -...

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Jester Debunker

11/08/17 at 2:53 PM CST News

"As Jester must know, TTWO had a terrific quarter, gave terrific guidance, is having a stock price explosion, and pulling ATVI +4% and ERTS +2%...

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Jam ok

11/08/17 at 11:55 AM CST News

lt cap, I hope you're right about the INFN CC being a bit of a bummer, and the NFLX announcement was meant to distract and soften the blow. My ...

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LongTerm CapGains

11/08/17 at 7:14 AM CST News

Netflix is now a customer of INFN's Cloud XPress.  With earnnings coming, this seems a bit too coincidental.  Bad news again on this ...

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Jam ok

11/07/17 at 1:45 PM CST Off Topic

<p>OT - INFN Options. I haven't thought this through - in terms of selling a good chunk of NOK yesterday for a loss, and whether an ...

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Jam ok

11/07/17 at 1:03 PM CST Off Topic

<p>OT - NOK - Nothing here but a general view of NOK's dropping of it's VR camera and getting focused on making its acquisition that...

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Jam ok

11/07/17 at 11:58 AM CST Off Topic

OT - Finistar, networking - Finistar losing 3% and hitting 52 wk bottom on Goldman Sachs lowering rating to 'neutral' from 'buy'. But GS a...

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Jam ok

11/06/17 at 6:07 PM CST Off Topic

<p>OT - INTC/AMD</p> <p>INTC and AMD repeatedly denied rumors of such a collaboration. Maybe it was unseemly to 'make a ...

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Jam ok

11/06/17 at 3:31 PM CST Off Topic

OT - Intel and AMD have announced a partnership - INTC will produce chips that incorporate AMD's advanced graphics tech as a counter to NV...

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Jam ok

11/03/17 at 3:41 PM CDT Off Topic

OT - I had been 'locked out' of posting for a copule of days. But an optical network equipment corp I had not heard of Oclaro (OCLR) repor...

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LongTerm CapGains

11/01/17 at 5:49 PM CDT Off Topic

I started trimming the position today.  My plan is to reduce it by 75% to 80%.  Yeah, Ouch! Taking a substantial loss.  As ...

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Jam ok

11/01/17 at 12:30 PM CDT Earnings

EA taking a -5% beating on lower forcast for holiday season.  But then, it's run up so far in the past year. INTC continues to rise 1%...

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Jam ok

10/31/17 at 8:14 PM CDT Off Topic

OT - INTC - Analysts continue to chime in with higher PT's, and the stock ascends accordingly. Apparently, in this market, when the market...

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LongTerm CapGains

10/31/17 at 6:49 AM CDT Off Topic

Yes the $1.4B price tag for equipment swaps is a steep amount, gives me pause and I retract my assesment that the dividend is safe.  ...

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Jester Debunker

10/30/17 at 6:03 PM CDT Off Topic

LOL, they wait 17 years for an all-time high then decide "Time to Buy!"

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Jam ok

10/30/17 at 3:38 PM CDT Off Topic

OT - INTC AMD    BMO raised INTC to 'overweight' - apparently, I'd guess, there are no challenges to the segments it's in, is ge...

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Jam ok

10/30/17 at 2:02 PM CDT Off Topic

lt cap, Thanks for all the details posted.  I'm uncertain of my amateur analysis. But the question of to what extent one currently st...

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LongTerm CapGains

10/29/17 at 9:26 AM CDT Off Topic

The guidance for Network's Equipment swap outs is $1.4B going into 2019.  So this item will weigh on liquid cash

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LongTerm CapGains

10/28/17 at 9:33 AM CDT Off Topic

Not sure I fully understand the issue, but I believe that convergence relates to equipment swaps.  Nokia and Alcatel both had Wireles...

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