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OT - network
sector
Fallon and CFO buys are obviously their vote of confidence. I'll
have to look at what covered calls might yield. CIEN loooks WAAAY
oversold, but that thesis has burned me before.
I am tempted, and think, that I may add more NOK here - only
hesitation is that it's not showing much of a sign of rebounding
from here yet, as it has before - yet. I am also interested in
CSCO, which has dropped from $29.xx as the year's high into the
$26's. Almost $4 dividend. But I wish I had snapped it up when it
was $23, and it may go there again. I have no clue as to how
they're doing and how they're positioned.
The whole market itself feel squishy, contradictory day to day,
and uncertain. What puzzles me is - how are all the the
data-sucking companies managing to continue to spend meager $ on
capex building able to do that for so, so long. If I look at each
of those stocks downward trend, I'd swear that the secular growth
thesis could not be true - more like they're whip and buggy
manufacturers. It flummoxes me. My best idea is to have the
patience of Job (as the market, playing the part of God in this
drama, keeps torturing me, testing how strong my faith is :-)
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The current CapEx state of affairs is a dilemma to me, it
is puzzling. Data consumption continues unabated. I
have Amazon Prime and plan to start watching Amazon created content
in Ultra High Definition. Yes, Amazon is now producing its
own shows in UHD. This may not yet be the norm for most
households but it will be a reality over the next couple of
years. 4K TVs have begun to reach affordable price levels,
this should continue to drive their sales and convince show
creators to produce 4K content.
Comcast has now relaxed its quota for Data for its
customers, it used to be 300GB per month and it is upping it to 1
Terabyte. Truly a surprise as I thought they would gauge us
on Data fees, thankfully it is not the case, yet.
UHD alone requires 4 times the
bandwidth as HD content, this should eventually be a tremendous
boost to bandwidth demand and Equipment suppliers by
extension.
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Author:
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LongTerm
CapGains
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Subject:
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Off Topic
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Sentiment:
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Neutral
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Date:
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05/04/16 at 1:47 PM CDT
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Yeah, makes no sense at all to me - seems like they've gotten a
whole lot out of current tech, and the throttling of data seems to
be on the wane as carriers are now touting increased data limits,
which seems like a bit of a 'market share war'. I am tempted
on INFN, given the size of the insider buys. But given that the
market has the attention span of a guppy, in a couple of days a
downside buying opp may be there, esp. if the market cotinues to
freak out when the weather vane of China's growth, oil's price, and
the strength or weakness of the dollar swings in a 'wrong'
direction.
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Author:
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Jam
ok
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Subject:
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Off Topic
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Sentiment:
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Neutral
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Date:
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05/04/16 at 2:14 PM CDT
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Agree, the market seems to still be in a range, currently it is
at the top of the range, if it decides to test the bottom again, we
could find ourselves back in the 1900s (S&P)
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Author:
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LongTerm
CapGains
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Subject:
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Off Topic
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Sentiment:
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Neutral
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Date:
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05/04/16 at 2:28 PM CDT
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ATT's Uverse is also lifting the Data Caps to 1 Terabyte.
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Author:
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LongTerm
CapGains
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Subject:
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Off Topic
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Sentiment:
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Neutral
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Date:
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05/04/16 at 5:33 PM CDT
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I'm on UVerse and didn't know, thanks! A quick search shows it
actually goes up to unlimited bandwidth... if you have their TV
package, which we do, although we have talked about going with
Netflix + Hulu + PS Vue or something like that. They keep giving us
good enough deals to stay. Not as cheap as the other services I
mentioned, but good enough that we don't want to lose the channels
we'd lose.
Data caps are basically doubling from before, or unlimited if
you have TV:
engadget.com/20...-data/
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Author:
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Jester
Debunker
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Subject:
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Off Topic
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Sentiment:
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Neutral
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Date:
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05/04/16 at 7:38 PM CDT
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Jester,
I am glad these companies are beginning to offer a tiny bit more
in an effort to retain customers. And as you point out, they
are having to give better pricing terms to customers in order to
reduce their churn.
The Netflixs, Hulus and Amazons of the world have basically
changed the virtual oligopoly in the TV side of the business,
customers now have a lot of cheaper choices.
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Author:
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LongTerm
CapGains
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Subject:
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Off Topic
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Sentiment:
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Neutral
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Date:
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05/05/16 at 9:01 AM CDT
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0
0
