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Gafisa S.A. Message Board

  • aco_brasil0192 aco_brasil0192 Apr 14, 2011 10:47 AM Flag

    Back in - $13.02

    News today was that 1Q launches were down 27% and contracts down 4%. The company is finally starting to wind down its constuction in response to new market conditions. Smart cost cutting move that could increase or stabilize profitability.

    In any case, it should be priced in by now...

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    • Don't get me wrong....I like GOOG long term and see them as the greatest source of innovation in the smart phone/tablet space BUT they rushed it on Honeycomb and they will pay a dear price for that, IMO.

      I still prefer Firefox but think Google Search is top notch. I use Gmail along with others but am not in love with Google Docs. It still feels clunky to me. I use Picasa and my home page is iGoogle. So all in all, I am very much on their side.

      I love Android as an OS (just rooted a Nook Color this weekend and a MyTouch4G not long ago) mostly due to their open source code (not yet made available for HC). The reason I'm so shocked by what's happening is their otherwise steady, unwavering support for Android development. There is no question they dropped the ball on Honeycomb though. It never should have been released for another three months and that has very much hurt their partners, namely Motorola (and possibly LG looking to release LG G-Slate in two days.

      I am looking forward to their answer to Facebook

    • Gotta love ABV (and BAK) though.....holding both and not regretting it

    • Was just thinking it might be time to cover and get long for a small bounce. Got long GGB yesterday after massive dilution and fairly happy so far.....might turn into a longer term hold. GL

 
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