actually it's a RED HERRING ... while so many people are watching the Islamists , there is another group
that is out to crush the US system .. NYS will be the first to fall ..
we have a retired Admiral on the bod , give him the charts and let'em navigate , eh ?
we know that the $$ results for Q2 will be less than strong , guidance will be key , let's
hope AS and PC loosen their ties just a bit ...
how many new contracts signed will be announced ? i say 3 ...
my original thesis was exactly that ... HAL has not been pumping money into this thing , as a good partner would ... instead , HAL is just watching ... once the price gets real cheap , then buy'em out , or
maybe even let it go BK and pick up the scraps ... .
Why hasn't HAL been putting money into NES ?? pretty simple .. current fracking process is
seen as a bridge to something else that will be cheaper and probably more environmentally
considerate .. no sense throwing money at a biz that will be going away ... g
you won't see that chip for another 2- 3 years ... it's a development thing .. also , it probably cannot be
made outside the dev. lab , until a bunch of capital is poured into upgrade of the fab ...
i think that's it more likely that a rise into earnings is underway .. will probably sell off somewhat after that
i expect to see margins increasing ...
yes , but the report that i heard made reference to an "act" , which must be passed by Congress that
has something to do with a mandate to pump money into Africa for infrastructure ... great idea , it's just strange that nobody seems to hear about a bill like this (not a cheap one either) and so many other
things are wrangled into oblivion ... just like yearly changes to the tax code , surprise when you
with with the accountant ... anyway ... good to see that you stay close Jad ... we could be
approaching the threshold .. g
vz has been a great story the past 5 years and more to come ... my new money is now
headed for GE , have a position , but want to build more , will buy up to 30 .. i'm expecting
very good div growth , if it doesn't come , then i'll cap the position ... thanks .. garce
sell some IBM and buy VZ , you can always reverse that trade , but at least you'll get a great div and some
capital appreciation , then come back to Big Blue ... g
i am now thinking that we'll see Ginny as another John Akers ... handed a box of Pandora's gems ... if that's
the case , it was well known to the board and exec circle ... she may be getting used as a place holder,
once the storm is about to pass we'll see a new CEO , who will be wildly successful .. garce
didn't run out of patience .. short story = 2009 .. laid off after 32 yrs , 2 months later divorce , then major
surgery for my son , i held all through the downturn but now have to be very careful with my monies , 401K
has been shot (the divorce was expensive) .. i just can't risk something like IBM at this time .. i fully expect
to see IBM regain strength , but that may take 2-3 years ... cultural change is needed , once again , the
chip matter needs to be resolved and traction in the cloud will be slow , due to so many powerful competitors ,
IBM has never had to face true competition , especially for their "golden egg" part of the business ...
i expect to come back in , but probably not for another year .... no price target on reentry , i need to
see very traction in the cloud , mining of the patent trove , and a new line of business ...
later ... garce
we all know the topics at the top of the list and the gridlock in DC and endless wrangling .. now , there is this
African conference , GE committing 2 billion and other companies chipping in another 13 billion ... all of this
stemming from the African development Act .. when was THAT passed ?? i never heard a thing , no
debates , no wrangling , but the US bound by this to funnel corporate money to build out African infrastructure ...
i'm certainly not against that , it's a great thing , but how do these things go through Congress with no
mention , let alone fanfare ????
i'll wait and see ... my guess is that the Carp will put on an aquatic ballet once the
music gets revved ... i don't agree with a solution that is aimed to keep them out of
the lakes , sooner or later the birds will transport them from river to lake ... g