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Jam ok

03/18/18 at 4:25 PM CDT Rumors

<p>Oh, look - he's posting something *on* topic, lol.  Read this Forbes article pointing out a lack of exclusives for MSFT vs. PS4...

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LongTerm CapGains

03/12/18 at 7:04 AM CDT Off Topic

Jamok,   They do have additional work to do to lift sales, specially diversify customer base, their dependence on a few 10+ % custome...

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Jam ok

03/09/18 at 12:44 PM CST Off Topic

OT - INFN - Morgan Stanley (I think it was them) raised their PT from $8 to $9.50, maintaining a 'market perform' rating. Not much love th...

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Jam ok

03/07/18 at 2:38 PM CST Off Topic

OT - CIEN - BMO raised their PT from $25 to $31, and reiterated an outperform rating. There was 1 other upgrade mentioned. There was also ...

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Jam ok

03/06/18 at 1:02 PM CST Off Topic

Jon, Nice play - IIRC, your share-costs are a good deal lower than the strike. And we're even at this point - I also have 1k shares, but b...

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breinejm

03/06/18 at 8:52 AM CST Off Topic

I'm ok with results. I locked in $24.98 on 1500 shares and still hold 1k.

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Jam ok

03/05/18 at 3:46 PM CST Off Topic

God damn you, Jon, lol I looked, but I didn't bite. Was ready to do a Mar. 29th strike 24.50's as the session clock wound down, but only t...

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breinejm

03/05/18 at 9:41 AM CST Off Topic

Just sold to open 15 contracts of the Mar 9 24 calls for CIEN. Got almost a $1. Totally ok if they get called away for roughly a $25 sell ...

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Jester Debunker

03/02/18 at 10:53 AM CST Off Topic

Convenient trade timing by Icahn. He has long been a close advisor of Trump, recently in an official capacity which he ended because of ho...

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LongTerm CapGains

02/28/18 at 6:34 AM CST Off Topic

Nokia Phones (HMD Glocbal) appear to be doing OK.  Looks like HMD will be paying a decent amount of royalties per year to Nokia in th...

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LongTerm CapGains

02/28/18 at 6:28 AM CST Off Topic

VRAN:  Virtual Radio Access Network community.hpe.com/t5...ejwaUk  

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Jam ok

02/27/18 at 1:09 PM CST Off Topic

<p>OT - Zdnet article on biggest 5G developments at CES. ERIC CEO says there will be 'hundreds of billions of dollars' in revenue fr...

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Jam ok

02/27/18 at 12:46 PM CST Off Topic

OT - NOK - Zdnet article on new Nokia android phones: zdnet.com/ar...545499

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Jam ok

02/26/18 at 8:04 PM CST Off Topic

<p>Ot - Interesting to see what companies are in 'buyback' mode, and the comparison to the last several decades of capex spending vs...

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Jam ok

02/26/18 at 2:40 PM CST Off Topic

OT - NOK - Story on the wires about NOK's partnership with Intel and Verizon on Verizon's 2.0 VRAN system. Don't know what that stands for...

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Jam ok

02/21/18 at 10:41 AM CST Off Topic

<p>OT - INTC - Davidson raised their PT to $55 from $49, and reiterated accumulate/buy recommendation. Not bad given that INTC is fa...

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Jam ok

02/20/18 at 3:13 PM CST Off Topic

<p>OT - CIEN - Just a note on the calls around their CC date, which I *believe* is Mar. 6th. Stock closed today @ $23.04. Mar. 2 cal...

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Jam ok

02/20/18 at 1:46 PM CST Off Topic

OT - INFN really seems to have found some momentum. Not sure whether to attribute that to the Netflix connection, Centurylink perhaps open...

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Jester Debunker

02/17/18 at 11:38 AM CST Off Topic

$171BN in buybacks announced YTD, which is the most so far at this time of the year, 22% higher than last year, and more than double the 1...

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Jam ok

02/15/18 at 2:35 PM CST Off Topic

OT - buybacks - I think (perhaps it was both lt cap and Jester's) prediction that the tax cut would tend to buoy stock prices through buyb...

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