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Analog Devices, Inc. Message Board

chuckpalot 9 posts  |  Last Activity: Aug 29, 2014 12:26 PM Member since: Nov 23, 2010
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  • Reply to

    Yahoo! Msg Boarder Names Apple's New Wearable

    by chuckpalot Aug 29, 2014 11:49 AM
    chuckpalot chuckpalot Aug 29, 2014 12:26 PM Flag

    BTW, the iBand actually WILL tell time, like a watch, but that's about 1% of its function.

    iBand. It fits around your iHand.

  • So Timmy calls me last week and like, he's all in a panic. Seems he and EC can't agree on what to call the new wearable coming next month, and I'm like, "Dude, remember that band we played in during middle school?"

    And he's all like "Ya, so what? We weren't even that good".

    And I'm like, "That's not the point. The point is we were The Band. Why not just stop overthinking it and call it the iBand?! That works on so many levels, it's a no-brainer!!!"

    He thanked me, hung up, and sent me a check for $2.3 million dollars.

    Then my damn dog woke me up before I could spend it......

  • Reply to

    Is DNKNs Now a Takeover Target?

    by chuckpalot Aug 25, 2014 4:01 PM
    chuckpalot chuckpalot Aug 27, 2014 11:07 AM Flag

    Some good thoughts! I agree that there is good synergies between BK/TH - both just got stronger from the deal.

    So, if the #2 burger joint marries the #3 North American coffee joint, does that prompt #1 (MCD) to call and raise by taking out DNKN?? I don't know how the MCD board views their shrinking US biz. I know they just replaced the head of the US division last week after a two-year stint, so they must be feeling the heat. Just don't know if the Board is blaming the guy or the model - and whether they're in denial about changing consumer behavior/demand, but the numbers don't lie and SS sales have been slipping steadily in the US for a while now. Anyway, that's the first place I look when thinking who may put a target on DNKN.

    Again, I still think DNKN has a very bright future as a stand-alone company. The more I think about it, the more it seems like once somebody starts a industry consolidation the more likely other will be to react.

    Any ideas on valuing DNKN?

  • Interesting development with BK/Tim Hortons. I'm not really buying the tax inversion strategy, though it's at least a short term benefit. More like 3G wants to grow into a huge YUM type biz..

    I'm not hoping for one, but this could put DNKN into buyout territory. There's a couple XL players who'd love to put this arrow in their quiver. Int'l players too.

    Time will tell. Meanwhile I was adding to my DNKN position over the summer swoon. I like buying winners when they're on sale.

  • Because I care more about the health of Apples business and managements ability to deliver both products and results.

    Speaking of results, think about what the NEXT 120 DAYS will likely mean for Apple. It starts with the new phones...goosing this Q's results for a couple weeks then more record setting sell through for the upcoming holiday quarter. Can you say PENT UP DEMAND? Sure you can! Now say it on a GLOBAL BASIS and things get nutty fast.

    Wall Street is wising up to the fact that "The Law of Large Numbers" has a flip side; the one that shows the power of a Tsunami Upgrade Cycle for a coveted (read sticky) product/ecosystem that will blow the doors off every iphone sales projection for the coming year.

    Throw in one or two complementary new products for added revenue streams, upgrades to imac and pad, and for good measure, a couple thousand IBMers selling Tablets into the corporate space, and you start to get a sense of what's in store for the rest of this year and 2015.

    That's right, more than enough to move the needle for a sustained run.

    All is well in the orchard my friends!

  • Reply to

    Anyone Else Nibbling Under $24 ?

    by chuckpalot Jul 16, 2014 11:13 AM
    chuckpalot chuckpalot Jul 22, 2014 10:47 AM Flag

    Well, I'm sold out of all my IDIX as of $24.35 limit sell this morning. That includes the "nibble" shares bought last week @ 23.95 for the arb play - which I was prepared to hold until the deal got closed @ $24.50. Turned out to be a four day trade for almost 2% in a sure thing. Tasty.

    Good luck all and Profitable Investing!!!

  • Decent arb spread here. If deal closes this Q as announced - let's call it 60 days - then we're looking at 2% return, or 12% annualized. Not bad for a "done deal" @ $24.50.

  • Ooooh, that's gonna leave a mark.....

  • Held Two Years from $9....Happy Day!!!!

    Congrats to all longs, and a big THANK YOU to Merck. This is the news I hoped for but thought might never come.

ADI
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