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Author:

Jam ok

Subject:

Off Topic

Date:

01/06/16 at 1:41 PM CST

 

 

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Sentiment:

Neutral

Reply to:

MSG`#3280,`01/06/16
By LongTerm CapGains

 

Re: A refreshing and accurate opinion

lt cap,

Interesting to watch Fisher ping and pong between defense of what the fed did (the 'wealth effect' was a net 'accompishment'? I don't know that that story is over yet), and wisdom about China being too narrow a focus. And yes, it does feel somewhat like a 'storm' is gathering in the market, altho, yes, I did hear him say something equivalent to 'flat at first' while the market digests the (artificially induced) gains.

China as the 'whipping boy' makes me wonder why NOK, which I think you said has a considerable stake in China, isn't being sold off enough to be terribly noticeable since the fall started with the new year. Doesn't make a lot of sense to me. My stance is, as I've said, I'd like to accumulate more NOK but there may be better prices if the market continues to stumble. I think  CIEN has some 'repair' and 'proof' to do to show that the long-term thesis is correct, so I'm just going to sit with an underwater position for a while and be patient. I'm undecided on INFN - If it goes below 17 (yes, it did it again today, but not while I was awake), it would seem like an awfully compelling covered call play. 

On Occulus rift - personally, yes, I'm quite interested. But probably not at $599 if there isn't much content and they're working out the bugs. A bit like 4k tvs,perhaps. I just don't know how far along they are, and whether they've got a completed product. Saw a survey that had way high numbers of people who are interested in VR and would like to own such a product, and I do think it'll be the 'next big thing' in videogames and such. But timing and product are everything - I just watch it peripherally, but the Nvidia Shield seems like a good idea on paper. I just don't know anyone who is interested in it, and I think I keep seeing the selling price eroding.

Unlike Jester, I am a pc gamer. I just built my first system, with parts cheap enough so that if it blew up upon firing to 'on', it was a learning experience. And it was, as it appears to be working perfectly, much to my surprise. I haven't gamed with it yet, but holiday sales had me picking up a Haswell-E 5930x chip and Nvidia 980GTX on the cheap for the next machine. The Haswell-E's  a reasonable alternative to a system based on Intel's new Skylake processors.

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