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Deutsche Telekom AG Message Board

blackoutbuzz 592 posts  |  Last Activity: May 29, 2016 1:41 PM Member since: Apr 26, 2001
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  • blackoutbuzz by blackoutbuzz May 19, 2016 9:02 PM Flag

    Seeing as how AMAT is gung-ho on tool sales into the oled display market, maybe they will buy AIXG and you'll be whole on your GGNS investment after all these years int he gutter. Or maybe not.

    @Applied is also the largest maker of machines that produce flat-panel displays. Speculation that Apple Inc. will start to use a new type of screen, based on organic light-emitting diode technology, had fueled optimism that there would be an increase in orders to meet that demand, according to analysts. Applied got $700 million of display orders in the recent quarter, up from $183 million in the prior period. The company has already passed its average annual total. "OLED display creates an incredible opportunity for us,” Dickerson said. “This is going to be sustainable growth. This is not a peak.”

  • Reply to

    Hexcel as takeover bait?

    by moosecalf May 6, 2016 11:41 AM
    blackoutbuzz blackoutbuzz May 19, 2016 2:35 PM Flag

    HXL keeps steadily growing while the stock price has remained range-bound 40-50 for well over over two years now. We need a catalyst.

  • blackoutbuzz blackoutbuzz May 19, 2016 2:18 PM Flag

    ----My first take is that they will possibly need even more condensates to blend syncrude than what they do to pipe dilbit?----

    Don't know about KMI, but ENF.TO is well positioned to supply the tarsands with its Southern Lights diluent pipeline. I assume eventually they would expand it.

  • Reply to

    Forbearance runs out tommorow

    by bdman54 May 5, 2016 7:41 PM
    blackoutbuzz blackoutbuzz May 19, 2016 1:09 PM Flag

    Now May 20. A never-ending saga.

  • blackoutbuzz by blackoutbuzz May 19, 2016 12:23 PM Flag

    How do you market a brand in this new regulatory environment? Seems to me smokers will slowly drift away to lower-priced products.

    @LONDON, May 19 (Reuters) - Britain got the go-ahead on Thursday to make plain packaging compulsory on cigarettes when a court struck down a legal challenge brought by the world's top four tobacco companies. British American Tobacco (BAT), Philip Morris International, Japan Tobacco International and Imperial Brands had argued the law, due to take effect on Friday, unlawfully took away their intellectual property.

  • Reply to

    Canada pipeline decision

    by blackoutbuzz May 17, 2016 4:51 PM
    blackoutbuzz blackoutbuzz May 18, 2016 5:24 PM Flag

    Tarsands oil producers just want a way out. It doesn't matter what direction it's in (well except maybe north haha). Build it and they will come.

  • Reply to

    Where's the complainer?

    by blackoutbuzz Apr 27, 2016 11:25 AM
    blackoutbuzz blackoutbuzz May 18, 2016 5:20 PM Flag

    You are dumb as a doorknob. The capacity rates affect revenues, not stock price. I am done reading your nonsense. Into ignore world you go.

  • Reply to


    by wilburjh1 May 17, 2016 10:04 AM
    blackoutbuzz blackoutbuzz May 17, 2016 10:10 PM Flag

    What is with these IPRs anyway? They circumnavigate the obstacles faced in challenging patents through the courts. High costs and prolonged duration of court cases tended to assure any challenges were not frivolous. IPR's seem to throw that out the window so it makes it difficult to assess how serious these type of challenges really are.

    Case in point is hedge fund manager Kyle Bass, who last year submitted a slew of IPR requests in an attempt to attack patents of several pharma companies. PTAB has accepted to review only ~40% of those requests. It will be interesting to see how many of these reviews overturn the patents.

  • Reply to

    baxalta - ads vs. ordinary shares

    by jayneellen May 17, 2016 2:17 PM
    blackoutbuzz blackoutbuzz May 17, 2016 9:52 PM Flag

    As far as value is concerned, there is no difference. There's no advantage in taking the LSE-listed shares that I am aware of (assuming your broker even allows you hold shares listed on foreign exchanges).

  • Reply to

    FDA rules on e-cigs

    by blackoutbuzz May 5, 2016 12:29 PM
    blackoutbuzz blackoutbuzz May 17, 2016 9:45 PM Flag

    Hmmm if this recent writeup is correct, the new rules will go into effect in just a few months. The author also raises an interesting point... reduced access to e-cigs could drive users back to conventional tobacco cigarettes, boosting tobacco sales. Either way, it's all good for big tobacco.

    @R.I.P. Electronic Cigarette Industry (2004-2016)? ----Per the ruling, electronic cigarette outlets will have three months to comply with the new rules. By Aug. 8, 2016, the FDA's new guidelines will go into full effect. ----First, we're talking about the sheer cost of approval for each electronic device and vaping liquid. If Stier is correct in his estimation of $1 million or more in costs per application, then Altria and Reynolds American, along with perhaps a very small handful of larger vaping businesses, will have the deep pockets to file for applications. What this should do is reduce competition in a big way, allowing Big Tobacco brands to dominate and increasing pricing power as a result of product scarcity.-----Secondarily, reduced access to electronic cigarette products could plausibly drive some users back to smoking cigarettes. For Altria and Reynolds American, electronic cigarettes represent just a small fraction of their revenue. The traditional tobacco industry (specifically cigarettes) is their true cash cow. Even a small uptick in cigarette volume can have a big impact on Altria's or Reynolds American's bottom-line.

  • blackoutbuzz by blackoutbuzz May 17, 2016 4:51 PM Flag

    NEB is set to issue its decision on the KMI line expansion.

    @VANCOUVER — A key decision that will have an impact on the future of Canada’s oil economy is expected this week after two years of work, millions in expense and controversy that galvanized protests and prompted mass arrests. The National Energy Board is set to announce by Friday whether it supports Kinder Morgan’s proposal to triple the capacity of the Trans Mountain pipeline, which carries diluted bitumen from the oilsands near Edmonton to Burnaby, B.C., for export.

  • blackoutbuzz blackoutbuzz May 16, 2016 5:55 PM Flag

    In other breaking news, oled will capture 99% of the display market by 2050. But you know what? I don't care. I'll be dead by then.

  • blackoutbuzz blackoutbuzz May 16, 2016 5:48 PM Flag

    $18 cash and 0.1482 shares of SHPG for each share held

  • Reply to

    Vote No?

    by gazd9 May 16, 2016 11:46 AM
    blackoutbuzz blackoutbuzz May 16, 2016 12:21 PM Flag

    Sheesh. Get serious. Do you really believe the value per BXLT share will not fall from the current level if the NO vote wins and the deal falls through?

  • Reply to

    PPT 24-7

    by hyperinflationhyenas May 16, 2016 9:38 AM
    blackoutbuzz blackoutbuzz May 16, 2016 12:14 PM Flag

    yeah... only you have skin in the game right? idiot.

  • Reply to

    PPT 24-7

    by hyperinflationhyenas May 16, 2016 9:38 AM
    blackoutbuzz blackoutbuzz May 16, 2016 12:10 PM Flag

    paranoid delusional

  • Reply to

    Another extension

    by poon_tang_licker Apr 15, 2016 6:31 PM
    blackoutbuzz blackoutbuzz May 16, 2016 12:09 PM Flag

    Yes. Absolutely possible.

  • Reply to

    Buffet's $900M stake in AAPL

    by proconsul_gallio May 16, 2016 11:44 AM
    blackoutbuzz blackoutbuzz May 16, 2016 11:53 AM Flag

    Why would he invest a large amount in a company whose growth prospects are minimal.

  • Reply to

    PPT 24-7

    by hyperinflationhyenas May 16, 2016 9:38 AM
    blackoutbuzz blackoutbuzz May 16, 2016 11:50 AM Flag

    BS on the SPY board... 24x7

  • blackoutbuzz by blackoutbuzz May 16, 2016 12:44 AM Flag

    This is strange, but if it happens, shareholders will receive a sum of the parts. Is it worth at least the offer by Zoomlion? If not, why would TEX decide to do this instead?

    @U.S. crane maker Terex Corp. is planning to sell one of its key divisions to Finland’s Konecranes Oyj instead of pursuing a full merger, people with knowledge of the matter said, paving the way for China’s Zoomlion Heavy Industry Science & Technology Co. to buy the rest of the company. Konecranes is in advanced talks to buy Terex’s Material Handling and Port Solutions unit for more than 1 billion euros ($1.1 billion) in cash and shares, said the people, who asked not to be identified because the talks are private. An announcement could be made as early as Monday, the people said. An agreement hasn’t been finalized and talks could still fall apart, the people said. Zoomlion is interested in buying the rest of Westport, Connecticut-based Terex, which includes construction equipment and rock crushing machines, two of the people said, and that transaction could face less risk of being rejected by U.S. officials if it excludes the MHPS division. The Chinese company would also have the option of still pursuing a full takeover of Terex, which could leave the Finnish firm empty-handed except for a breakup fee, though that is considered unlikely, they said.

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