there's been rumors of BMY being a takeout target for a few years now .. who knows ? could
happen , might somebody discussing same behind closed doors ..
i t certainly looks like big pharma is due for some consolidation
IBM rode their glory days for years ...
To my knowledge , they never had any product launches that offered the best performance ..
Gray was usually quite a bit ahead ...
IBM's long suit was support .. back in the mainframe heyday , IBM would send a team
of techs out with each new machine and they camped there ...
Biggest concern of companies buying big iron is not so much about the highest end of
performance , but to have NO , absolutely NO downtime ...
No business ever had , nor ever will have a business model for times and seasons ,
if the model is not under constant review and amending , then it will choke the company
IBM's biggest problem today is that there are so many other companies who can
compete with them .. IBM never took any anti-hubris medicine and it's hurting
them now ...
IBM will have to pull a GE and selloff most of itself , dig in and use that patent mine
to dominate some sector , they cannot do it all ... and nobody else can either ..
Look at Intel .. they stuck with what they do best , even though many other compnaies
have made billions making chips
You can cut fat but not bone ...
a company can also bite off it's nose to spite it's face ....
I blame the board , for not insisting that Lou was followed by another capable , grown
elsewhere , CEO ... Sam was a joke and poor Ginny was handed a heavy bag ...
IBM's installed databases are so huge , that for many companies , the cheapest way
out , is to stick with IBM until contracts expire , or it's time for them do redo their systems
from top to bottom ..
lets consider BH to be a fund of sorts .. every one of them
runs into a wall at some tipping point .. the lack of place to
put new money to work .. IBM was as good a choice as
any for Buffet ... taking the div into account , BH is about
breakeven at this point ... .. BH may not have been able to
do better with that money in any other stock (yes , some
big ones have done quite well , but do not fit buffet's model ,
such as FB .. they have not been around long enough to know
if they can weather a big storm, while IBM has weathered
every disaster for over 100 years ... garce
I had a chance to interview him and take some photos of the prototype that you can see on our company blog .
Frank .. where can we see these ? which company blog ?
and we are going to see many more .. get used to it ...
i plan to be long for at least the next 8 earnings reports , maybe 80 !!!
but then i know what i invest in ...
what dolt you are ... there isn't a single investor who considers the issuance of stock for the sake
of buying equipment to be dilution ..
in case you haven't checked , there is a rediculously low # of outstanding shares to begin with ...
yeah , i was real surprised , seeing as how there has never been a downgrade on VZ ... LOLOLOL
idiot ... i've held through a number of these downgrades ...
since i expect to be holding VZ for another 10 years or more , i sure wouldn't mind a bit if it goes to 40 or
38 ... they keep sending a dividend and if i can pick more shares than i have been .. that's great !!!!
i'm just amazed that you have so much time to spend on a stock message board of a company that you do
not like .. i sure don't waste my time like that ... it's just plain stupid .. .g
HAH .. what a riot Jimmy is ... i've been doing my dd for a while to take a position in energy , for most of
last year and part of this , he couldn't say enough about Richard Kinder and he's been bloviating over
KMI for years .. now , not so much , not at all , he's been selling his KMI , but never mentioned anything
about it , until an interviewer cornered him .... I think that i would be cautious , given his exuberance for
MWE .. i'll keep waiting for my entry point , then it's into the pipes .. KMI and MWE seem the best
to me , would like to wind up with both ... garce
the game is on ... we're gonna see all kinds of stuff coming out ..
board bashers / pumpers ... analysts ... company pr's ...
all of this should tell your that hmd wearables is being viewed as a HUGE HUGE market ...
currently , there's a lot of "p;ie in the sky" .... some of these companies shouting that
wearables will replace phones , pcs , tablets and such ..
of course they will ...
remember my mantra .. STUDY HISTORY ...
there is plenty of early business for these things ... but just think about the automobile ...
it took decades for it to replace the horse ... same will happen with these things ...
yes , they will be expensive to begin with , but industry will buy plenty of them and eventually
the price will be there for every one ..
look at phones .. there were car phones and portables 40 years ago ,but they didn't become
widespread for decades ..
this is a long race , certainly longer than the Belmont ...
Frank , rest easy ...
as the buzz has come on strong during that past year , nearly everyone is equating
hmd's to gaming ... but there are many other uses for Emagins microdisplays without
the bells and whistles required by gamers ...
Emagin makes a single component .. the screens ... everything else can be had "off the
shelf" or will need to be supplied by a partner or vendor ...
We are trying to sell screens to those companies that have the other pieces of the
puzzles and we're all going to be dependant on software and content providers ...
Most of these guys have never been around true development projects , nor study
history to know how these things develop !!! garce
one thing that our detractors either
1) fail to grasp
2) know full well about , but prefer to ignore so they can bash on ......................
as with ALL companies , they can adjust projections based on new events ... as for Emagin , my money
says that guidance will be raised at least once this year , maybe twice ...
Thermal imaging market leader BAE Systems win US$434mn US Army contract for combined night vision and thermal imaging headset
eMAGIN inside !!!
Thermal imaging market projected to be 10 bil by 2020 ... g
you are so spot on ...
that means be suspicious of EVERY SINGLE COMPANY ...
can you name one company , whose vp's , presidents / ceo's who do not post on twitter ???
fer chrissakes , presidents and even the POPE posts on twitter ..
yer problem is that yer stuck somewhere in a time warp ...
but they didn't buy HP , they bought AOL .. HP came with it .. that kind of stuff happens all the time ,
one company buys another , but doesn't need the whole thing and they sell off the parts ... g
okay , will do .. .the real money is going to come from industrial customers anyway ..
same with nearly every major tech advances historically ...
1) military first
2) industry next
3) finally consumers get their hands on sliced bread ...
can't get around that ... far too many people , including respected industry analysts are blowing things
out to far into the future ...
a) decent displays are expensive
b) advanced software needed for true VR experience
c) supporting hardware still expensive
at this point , the wearable , ar , vr game has been parallel to predicting the sex , height ,weight , hair
color , facial features , toe length , skin tone and more of an egg that has just been fertilized ...
so , basically , the whole spectre of wearables and ar / vr is a speculative stew .. but it's going to be
a huge pie and everyone gets a nibble at first , then things will clarify and the field will shrink , then
the whole thing will get going with a full head of steam ...
why do you think that all of the projections for wearables keep pointing to 2020 ??? it's because
NOBODY has any traction here yet , but the result is almost inevitable , but it's going to take
THE TIME HAS COME TODAY !!!
later ... and beware the CARP .... lol .. garce