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VMware, Inc. Message Board

equityrich 1524 posts  |  Last Activity: Apr 15, 2014 11:33 AM Member since: Apr 16, 1998
  • Reply to

    DDD or SSYS Arcam's only chance for survival.

    by ggbusta Apr 15, 2014 8:53 AM
    equityrich equityrich Apr 15, 2014 11:33 AM Flag

    They will get bought out for their patents and processes. Maybe 35 to 50 range

  • equityrich equityrich Apr 11, 2014 1:20 PM Flag

    2 years ago they had the same robot you have now. What did all of a sudden everything break on it? The surgeons I've spoken with are extremely happy with the previous ISRG robots and are eagerly looking forward to the new X model

  • Reply to

    Potential suitors for CELG

    by jdjunk70 Apr 4, 2014 5:27 PM
    equityrich equityrich Apr 8, 2014 4:23 PM Flag

    It would not surprise me. CELG trades lower PE on 2016 EPS than Merck, Pfizer, Bristol Myers. A large pharma could buy CELG for 50% premium and would be accretive. They may not get another shot at CELG for this kind of price ever again. The nuisance no merit lawsuit from Mylan will soon blow over as courts reject it (and they will). Then the charts will start "working". Then CELG will head to new highs as funds pile in at higher levels.

  • Reply to

    Mylan lawsuit

    by timwilson9999 Apr 3, 2014 8:39 PM
    equityrich equityrich Apr 8, 2014 4:20 PM Flag

    Just noise. Mylan is very litigious. It is their strategy. CELG has no obligation to sell their drugs to Mylan and their drugs are on patent for several more years. This is typical Mylan strategy from what I've read. The REMS has been upheld by courts so this will go nowhere for Mylan and then CELG will be loved once again. All the funds that sold low will buy back high as they always do.

  • Reply to

    Is KORS 15% Off the High?

    by flashingscimitar Apr 7, 2014 12:39 PM
    equityrich equityrich Apr 7, 2014 1:21 PM Flag

    They will speak loudly with earnings. Nothing we can do about stock price over short term. that is the game of HFT's, market makers and day traders. In years today's price will be just a blip down low on the rising chart

  • Reply to

    Raven, Citron, Jonz

    by freeridezzz Apr 7, 2014 9:23 AM
    equityrich equityrich Apr 7, 2014 9:38 AM Flag

    They are all screwed. Huge losses for them. Play with fire you gonna get burned.

    Congrats all longs. This is a glorious and wonderful day as we take all that money right from the hands of the shorts. Couldn't have been any easier.

  • equityrich equityrich Apr 7, 2014 9:36 AM Flag

    He just got smoked. Trapped. Now counting his losses

  • I warned everyone as many others did too. You can't run a non profit for 15 years and invest for 15 more and keep losing money. AWS hosting just went negative due to pricewars with google and microsoft in the cloud hosting biz. another cut throat commodity no profit business bezos is in. classic.

    Stock going well under $100. People will dream of the day they could have dumped in the $300's

  • Reply to

    Everyday drifts lower and lower?

    by jacksira Mar 31, 2014 12:28 PM
    equityrich equityrich Mar 31, 2014 1:32 PM Flag

    If you owned a farm would you worry about what somebody offered you every minute to buy it? Ruger was founded in 1949 and is still around today and growing. Some years will be great and others not as stellar. No different than a farm would produce well depending on weather.

    If the market is offering you the opportunity to increase your share in the farm at a very low price would you do it knowing that over 20 years it will reward you well? Or would you worry that what they offer you today is so low that you too now want to sell your farm shares at this very low price?

    In other words don't get caught up. Let the market work for YOU. If the price is low then take advantage of the irrational pricing. Over time Ruger will do quite well and it is priced cheap here. Shorts are about 1/3 of the float so you have a squeeze if you really want some short term catalyst. On the rational side Ruger is over 60 years old. Unless lasers disrupt guns then they should be around another 60 and will do quite well with their brand and quality products for the shareholders.

  • equityrich equityrich Mar 27, 2014 9:34 AM Flag

    Great investors always sell low and buy high. Oh sorry, that is the opposite of great investors. Yes the stock is down 11 points from its all time high. Sell and take your loss and let somebody else buy low so they can sell high later

  • Amazon is again slashing prices in its price war with Google and Rackspace. Hosting is a commodity service folks. It's a race to the bottom. Sure amazon can have revenue in their AWS hosting but like the rest of its businesses that is revenue without profit.

    The growth just won't come in terms of revenues or profits for AWS hosting as the price cuts won't be the 8% a year they were getting away with. The big players won't let them do that anymore. Now we are looking at annual cuts over 20% and that business won't outgrow the price cuts

    Just FYI. I used to do lots of hosting and still do at Rackspace, AWS, Google and other providers. I've been watching hosting and CDN businesses for almost 20 years. Learned a lesson with Exodus once the largest hosting provider in the world and a high flying stock. Then bankrupt. It's a race to the bottom. Funny how people think AWS will be amazon's savior. Now with Google coming at them as well as Microsoft and rackspace (and others) it just won't happen

  • Looks like QCOR is going to get a favorable ruling by the FDA and Citron is could go bankrupt if they have not covered and have a sizeable short still on this. With probably almost half of QCOR's float short now the rush for the door to cover will be dramatic. The only reason the stock even pulled back is that more shorts added to their position which only will add to their pain.

    QCOR is covered as the FDA has already followed ALL the required processes for approval and pulling a drug that has not shown some form of increased side effects that are serious is never going to happen. That would mean the FDA did not follow policy and procedure. The FDA won't admit this happened even if it did let's face it. Citron knows this I'm sure but the sheep shorts that follow along don't. This will be a good lesson as their money will soon be leaving their hands and go into those that are long the stock.

    If you are short QCOR you might want to contact their investor relations department and get whatever info you can and try to save what you have left. You might also want to contact the FDA. If you have enough $$$ in it go buy your own vial of Acthar Gel and get it tested by a known reputable testing lab and maintain your chain of custody to it. 28 grand will be cheap for you to learn that QCOR has the goods and will continue to sell it to an ever increasing market with expanded labeling coming.

  • Reply to

    Do you want to know why SSYS is going down?

    by robolite2001 Mar 21, 2014 9:54 AM
    equityrich equityrich Mar 21, 2014 2:52 PM Flag

    You hope it goes down because you are short. 3D Printing will be a 100B industry in the next decade or so. Technology in the last 2 years has exceeded by far all the cumulative tech in the space since its inception. The strides being made are nothing short of amazing. More use cases and applications coming as well that you can't even think of or imagine.

    It won't be in everyone's home for the next 5 or 10 years and that doesn't matter. It's volume and application will be in medical, automotive, aerospace, manufacturing and that alone is the 100B plus opportunity

  • CEO of Celgene said they project $15/share EPS in 2017 based on sales and confidence in pipeline. At $15 and PE of just 20 CELG is a $300 stock in 3.5 years. That is now a double from here thanks to the algo traders pulling it back. 20% annual returns.

  • Reply to

    what happened?

    by raman_ds Mar 21, 2014 10:04 AM
    equityrich equityrich Mar 21, 2014 10:30 AM Flag

    100% spot on. Great opportunity to add as the bots play games they play

  • Reply to

    RBC Capital out pumping this morning

    by fly_on_the_wall_st Mar 18, 2014 9:22 AM
    equityrich equityrich Mar 18, 2014 10:33 AM Flag

    I think they are counting on the Asian Shophouse and Pizza concepts to contribute.

    Chipotle itself can do 25% for awhile. Adding about 12% to 15% to the store base each year. 5% to 9% comps. 3% price increases here and there which is maybe every 2 years or so.

    Problem is 50% growth is priced into the stock. It's so far ahead of itself it is scary. On the other hand this stock has almost always been expensive except when Einhorn announced his short and scared most longs out and it went sub $300 pretty fast only to bounce back to new highs and super high PE again.

    Chipotle can easily double if not triple or more their storebase and do even more if Shophouse even has moderate success with 1000 stores. There is just a lot of risk at these valuations which assume the chances of everything panning out perfect are 100%. I don't like that much. Sold 90% of my stake awhile back. Wish I held longer to ride the momo wave we are seeing but would not enter the stock here.

    Wrote some short puts for Jan 2016 in the 400's to get some premium and if the stock pulls back hard I can own it much much lower. If it powers higher the premiums are all mine for 100% profit on those

  • Reply to


    by schillerm69 Mar 13, 2014 10:03 AM
    equityrich equityrich Mar 18, 2014 10:28 AM Flag

    depends on locations. I think some do better than other. One I go to has lines out the door. I hate going there as it takes 20 minutes to get served. I see people seeing the line and walking away there too.

    The other one has shorter lines or no lines so I go there. Almost always served right away or within a couple minutes. Both are exactly 13 miles from my home so always go to the short line restaurant unless I am actually near the other one and want it. I still can't believe how long people stand there and wait (up to 30 minutes I've seen)

  • Reply to

    Prices Slashed in Germany

    by temagami67 Mar 7, 2014 10:18 AM
    equityrich equityrich Mar 17, 2014 1:29 PM Flag

    Model S still remains a very very niche automobile with about 30,000 sold. Ford sells more than one F-150 per minute every day, every week, every year. There are 1,440 minutes in a day which means Ford sells more of just their F150 truck in under 3 weeks than all the Tesla Model S sold. Keep in mind that Ford has many other models as well.

    Now the funny part. Tesla Market Cap is 30B. Ford is 60B. Tesla is worth half of Ford Motor Company today. Pretty funny considering just one Ford Model outsells all the Model S units in less than 3 weeks.

  • equityrich equityrich Mar 14, 2014 4:22 PM Flag

    Would you sell your farm or pizzeria because of Putin or bad debt in china? Nope. Why would you sell your stocks.

  • Reply to

    Why is celg dropping like a rock?

    by shoponnet Mar 14, 2014 9:52 AM
    equityrich equityrich Mar 14, 2014 10:40 AM Flag

    Technical trade. They call it a roof leaker. Went under 200 day moving average or something. Nothing fundamental. No news. A good chance for shareholders and CELG to increase stake and buyback stock at lower prices respectively.

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