<<That fucking whore Astrid Menks will
What your problem? You keep posting the same message
hoping to initiate a response. Why don't you read my
butt lips?... NOBODY gives a shit!
greedy whore is biding her time and sucking the old
man's prick until he dies.>>
whore used to work at Gorats as the most beautiful
waitress there. Everybody was chasing her, including
Buffett. So what if she's sucking on the masters prick?
Are you jealous or something? Not getting any lately?
Try buying a dog....
<<I rate the risk as low AS LONG AS MSFT
MANAGES IT WELL.>>
For the first time, I
absolutely agree with you....
If you manage a nuclear
explosion well, you have a cheap source of energy.... but I
still refuse to live next to a NUKE power
But to be perfecty honest, my portfolio used to look
just like yours. Bunch of high growth stocks...
Safeway, Home Depot, Microsoft, Dell, Cisco, Best Buy,
AOL, Yahoo, Lucent, Budweiser etc, etc. I was heavily
diversified and they all made me great money. Then I found
out how naive I was. Sold it all except my Berkshire
Ignorance is Bliss... and I want
my blissfulness back. Being a virgin and wanting it
is always more fun! :-)
'It's not unrealistic to say MSFT has $72 billion
in debt. YOU, my friend, is the one who is drumming
up unrealistic scenarios by 'wishing' away COLD HARD
FACTS. Maybe it isn't a bubble, maybe it is.... who
knows?! I for one, don't care to sit on $70 billion
dollars of debt, regardless of how MSFT decides to pay it
Oh... by the way, did you know Micrsoft
recently increased it's employee compensation by 15% and
reduced it's options grant? I wonder why.....?????
It's unrealistic because it only is "debt" if all is
exercised at the same time. 72 billion worth. I never said
that it didn't have to be offset/managed(15% pay
increase options grant decrease), but that it WAS BEING
OFFSET to a large extent (roughly 40%) by share buybacks
and puts. Read their 10-Q. Also, with 22 billion in
cash they can offset alot more if necessary. It's not
the major risk you paint it to be. You are
MISANALYZING THE SITUATION (risk) IMHO. I rate the risk as low
AS LONG AS MSFT MANAGES IT WELL. I think they are.
Thanks for the info and the intelligent, civil post.
<<With 22 billion in cash and put income of
roughly one billion annually (income that offsets the
earnings dilution OBVIOUSLY), MSFT can offset much of the
dilution EVEN IF ALL OPTIONS WERE EXERCISED AT THE SAME
You still haven't explained to me why MSFT's stock
option Debt is not debt. Sure MSFT can dilute
shareholder value, but so can thousands of other
Let's put it another way... Why doesn't a company,
strattled with debt, not issue more stock instead of file
Please explain to me how MSFT can
continue to expect $1 Billion in PUT Options income when
things slow down...
<<You sound alot like
Fardo who drums up unrealistic scenarios and calls THE
BEST STOCKS BUBBLES.>>
unrealistic to say MSFT has $72 billion in debt. YOU, my
friend, is the one who is drumming up unrealistic
scenarios by 'wishing' away COLD HARD FACTS. Maybe it isn't
a bubble, maybe it is.... who knows?! I for one,
don't care to sit on $70 billion dollars of debt,
regardless of how MSFT decides to pay it off.
by the way, did you know Micrsoft recently increased
it's employee compensation by 15% and reduced it's
options grant? I wonder why.....?????
you a promise, Joe. When Berkshire crashes, you can
come to this board and bagger me.... but promise me
that if Microsoft crashes you'll be man enough to come
back and explain... :-)
RE: MSFT's tracking stock
``It would also
give them options on those tracking shares that would
help them attract good talent.''
At least they
are going to stick to their core competancy - options
granting and speculating.
long have complained the company's stock price does
not reflect the full value of its Internet
investments compared with ``pure play'' rivals like Yahoo!
Since they are approaching 5% of the TOTAL stock market
cap and 10% of GDP, I guess the company is probably
significantly undervalued right now with everyone not valuing
their money losing net businesses :)
<<Check out DELL chart, it is all hyped up.
I am shorting at the opening about 200K
Next Internet Rally, I'm shorting the hell out of
Ebay, AMZN, and a shit load of other internuts. Don't
know what I'm doing, so I plan to d-i-v-e-r-s-i-f-y.
"No matter how you slice it, debt is debt.
Although most companies pay off their debts by stealing
from their shareholders, it can not be perpetuated
infinitely unless growth continues infinitely. Just print
more money? This type of pyramid scheme works fine
when business is brisk and the stock keeps heading up,
but once you plateau and sales drop off, you're in
deep ka-ka. Just ask Donald
Microsoft, IMO, is a bubble waiting to burst. "
worst case scenario is about 15% earnings dilution,
ASSUMING MSFT DOES NOTHING TO OFFSET IT. With 22 billion
in cash and put income of roughly one billion
annually (income that offsets the earnings dilution
OBVIOUSLY), MSFT can offset much of the dilution EVEN IF ALL
OPTIONS WERE EXERCISED AT THE SAME TIME. WHICH WON'T
HAPPEN. You sound alot like Fardo who drums up
unrealistic scenarios and calls THE BEST STOCKS BUBBLES. Wait
till Buffett steps down, then you'll see a bubble
Hey, thanks for the notes, as always so
As to my position, I am 100% cash right now, it is
easy to be that way if you own one or two stocks. If
you have Nasdaq stocks be careful. Nasdaq is already
up 30% YTD, what do you expect 60% end of
Anyway, I took DEll short position yesterday but I
covered it when I learned they are holding shareholders's
meeting today. But, I am definitely coming back to short
DELL today. I guess it is part of my personality, I
just hate computer hardware stocks. What is the best
thing can happen during the shareholdrs meeting today?
DELL introducing psychedellic computer? Check out DELL
chart, it is all hyped up. I am shorting at the opening
about 200K .....
How am I doing? I am little
over 1500% YTD. I am shooting for, I don't know. What
I know is I am going long term investing after this
year. You can't have normal life being a short term
Don't tell me you are AngryTrader? Holy shit!
When you were Art of Shorting, you didn't have an
attitude. Then came AngryTrader with an attitude..... well,
at least you're back to
<<You know what makes me come back here? To read your
Glad you find them
entertaining.... if not educational.
<<Mainly, I am
trying to learn about investor's life n suff.
Do you remember when Napart was spilling his guts
out? Now that was entertainment! I really enjoyed is
As far as my life goes... it's
boring. Lost interest in everything except sex and
investing. I don't buy anything anymore. I have a $100k
salary and I save almost $50k of it, even after paying
$30k in taxes. I don't even know why I work... I think
it's due to my have-to-have-a-career pride problem.
You remember my EMAK, and CPCL? They're up 110% and
120% now. Another one I have, CLCX is starting to
break out too. Up a mediocre 40%, so far. NDB has
stagnated (still holding), and I sold NSM at $25. My BUD,
CHD and SWY are doing so-so. Only thing that sucks so
far is Brk! But my investment life is doing me good
this year.... now if I could only say the same for my
sex life... up up and away!!!!
in college now. Believe it or not, I got into
Congratulations! I guess you're going to quickly learn the true
meaning of the copy machine! :-)
performance? Are you still kicking ass?