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LongTerm CapGains
07/18/18 at 5:49 PM CDT

TTWO Analysis

It was interesting to see that ERIC jumped on what could be described as a mixed results quarter.  They did OK on the top line but missed on t...

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LongTerm CapGains
07/18/18 at 5:39 PM CDT

TTWO Off Topic

I sure hope that the giving away to protect market share has ended, it benefits no one.  We will know within the next year or so.

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Jam ok
07/18/18 at 1:49 PM CDT

TTWO Off Topic

lt cap, Thanks for the news. Yes, NOK and INFN seem to be reacting favorably - very much so for NOK. CIEN always seems, mysteriously to have some i...

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LongTerm CapGains
07/18/18 at 6:36 AM CDT

TTWO Off Topic

With 5G coming, it will kick into high gear sales of Optical and Switching and routing:   lightreading.com/gi...37627?  

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LongTerm CapGains
07/18/18 at 6:18 AM CDT

TTWO Off Topic

Optical and Networking are still stuggling.  Second half should be the inflection point.  Ericsson reported better earnings this am, it s...

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Jam ok
07/16/18 at 2:53 PM CDT

TTWO Off Topic

OT - INFN - INFN merely posts when it expects to report earnings, and it gets beaten like dog, down ~7%. What's up with that, I wonder? Imagine wha...

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LongTerm CapGains
07/12/18 at 6:55 AM CDT

TTWO News

LOL Re NOK and too many good news.  The Rodney Dangerfield of stocks.  As to HMD Global, the company that brands its Phones with the NOK ...

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Jam ok
07/11/18 at 7:39 PM CDT

TTWO News

lt cap, Jeez, if we get any more NOK good news, we might be back in the $4's, given that NOK slipped 2% today. Just kidding, it does really sound l...

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LongTerm CapGains
07/11/18 at 6:50 AM CDT

TTWO News

Nokia also won a deal in the UK.  This Lightreading.com article sheds more light on the deals. lightreading.com/mo...744558  

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LongTerm CapGains
07/10/18 at 6:42 AM CDT

TTWO News

marketwatch.com/st...=yahoo  

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Jam ok
07/09/18 at 1:13 PM CDT

TTWO News

lt cap, I'm sorry to hear the INTC -$17 bln news, but glad to know about it. It unpleasantly surprises me because A. Traditionally, when they've ha...

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LongTerm CapGains
07/09/18 at 6:55 AM CDT

TTWO Off Topic

FYI:  NOK reports on July 26th

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LongTerm CapGains
07/09/18 at 6:48 AM CDT

TTWO Off Topic

Agree with everything you said about Trump.  It will continue to be a wild ride.

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Jam ok
07/07/18 at 11:40 PM CDT

TTWO Off Topic

lt cap, thanks for the roundup. I had been wondering whether companies like NOK might benefit from the US trade war. But IIRC, it wasn't long after...

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LongTerm CapGains
07/06/18 at 7:15 AM CDT

TTWO News

A $17B mistake is what it is being called. barrons.com/ar...0hours  

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LongTerm CapGains
07/06/18 at 7:02 AM CDT

TTWO Off Topic

I think it is simply a case of very low expectations.  Suri has an opportunity to get some cred by delivering a decent quarter, but more impor...

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Jam ok
07/05/18 at 1:00 PM CDT

TTWO Off Topic

OT - NOK - Nok and China's Tencent have announced a joint venture to develop other uses for 5G. Up 4 cents today. I'm still wondering what it is th...

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Jam ok
07/02/18 at 2:17 PM CDT

TTWO Off Topic

OT - CIEN continues its rise as of late. Put in an order to sell Aug. 10 calls stk $27 for $1, but it's backed down a bit, so they probably won't g...

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