growth companies tend to pay NO dividends , they plow cash into growth .. IBM is a mature company
and now must be managed differently ... and that patent port could be leveraged a whole lot more ..
i trust that IBM will make their transition , i'm just not going hold shares until the dust settles and
the investment community values it differently .. .garce
that IBM , as a growth company , is dead . now , that's not so bad .. all great companies go through a
metamorphesis and if they stay around long enough , the growth period comes to an end ....
the trick now , will be to look at IBM as a value play ... my guess is that the share price has to come down
some more before it's a value buy , BUT , it could be there right now ....
Two things that IBM should do going forward .. 1) stop the foolish buybacks 2) boost the div to at least
4% ... IBM will continue to do fantastic things , but the huge margin businesses don't exist any more and
the culture at the top needs to change in order to leverage the bloated patent portfolio ... garce
Hillary can wrap up NYS vote , if she comes out against unAmerican practices of
Hasidics , which will soon be sucking the life out of NYS .. g
wow , how many times will i have to post about this kind of thing ...
both LCOS and LED technologies are approaching their zenith ... at this time , both are cheap and there is
not a whole of difference between the 2 and OLED for some apps .... the military always goes with
known quantities and also those techs can be supplied in large numbers ... so for a time , LED / LCOS will
be competition for OLED , but they can't go much farther and also do not offer power savings and temperature
ranges and greater contrast , effectively they are dying platforms ...
then there is the marketing issues ... for my money , i am very glad that Emagin plays very close to the
that's what is said about every successful company ... everyone is borne of a mother .. that's the only
one you get who might give a hoot !!!
agreed .. i had always hoped for 10+ before any serious offers could be considered , and
of course , at least 2 or 3 suiters ... let'em bid
but still easy to see through the smoke .. that one took a ton of quid to move the stock up to 70,
the insts were playing musical chairs , all the while , pumpers on the message board kept building
a case for riches .. so far , one of the better shorts of the century .. NES story sounded good too ..
i've been through these swaps with a few other companies .. i don't like this structure ...
should interesting to see how this plays out , but i'm not so sure i'll be buying any
more GE until i get a clearer picture
i don't think that "aristocrat" status is considered , divs are all about % of cash flow ,
which should be increasing ... still early for a big bump ... my guess is that VZ wants the
% of fcf to come down a lot ... at some point , capex will slow greatly and cash will
build .. giving room for healthier increases ... the key , at this time , is that there is
no sweat paying out current level .. i would just as soon see the increases stay about
where they are and hand out a special every once in a while ... later ..garce
take a peak at MCP ... pretty much a similar stock .. lots of hype ..story "seemed" plausible .. now in it's 4th
year of decline from 80 to 1.90 ... a short's paradise ... still lots of money here for the shorts ... absolutely
no chance of recovering ... garce