a lot of DD is necessary , not just studying balance sheets , but history too .... the landscape
is littered with small companies like NES .. great stories , partneded with well heeled major
partners , then evaporation .. you can bet that HAL originally got involved with NES , out
of need for a bridge process to carry them until they develop their own , or someone else
does and it's more cost effective / environmentally favorable .. I haven't seen HAL putting
capital into NES , so i have to believe that HAL will milk the cow dry , then buy up the
scraps ... i cannot blame anyone for taking a flyer with NES , but no more than 10% of
a portfolio that has no other speculative holdings ... g
you have to filter the media news .. on one hand , we are hearing about inflation and the fed being behind
the curve ... then reports from Europe are deflationary .... actually the US cannot take for granted that
we have dodged the deflation bullet and Europe's problems can certainly have a global affect ....
also ... THINK .. who would not benefit from some healthy inflation .. the poor .. everyone else gets to pay
off debt with cheaper dollars , including the govt !!!!!
nozup ... i block both the naysayers and the pumpers , when analyzing any stock ... in the past , IBM has
been able to make transitions in less than a year , this time around it's going to be much longer and with
stiff competition ... also the charts haven't looked good ... too many stabs at getting back over 200 , then
beaten back ... also , i couldn't continue to risk that money ....
at this point , it's investor sentiment driving the price , not so much the company , but i have to honor
IF IBM should ever start to mine that patent portfolio , they could develop the type of rev stream that
the IT services have been , ITrevs will probably take a hit , for a while anyway .. it's just a good time
to watch ...
I would recommend to anyone deciding to hold , to sell calls or buy puts ... garce
Bristol Myers Squibb .. just wanted to mention the company ...
Bunch of jackasses on this board ... go ahead give me a thumbs down , but i don't know anyone who
wouldn't scratch their heads at the stupidity of posting nothing about the company ...
yes .. a triple bottom , and very strong support at that level , which means a close
below that means "who knows where the bottom is " .. nobody will lose
anything by sitting and watching without holding .. if i was still holding , i would
definitely be selling covered calls and maybe buy some puts .... g
they are not the same and both found in the back of the book , along with the
index .. table of contents in the front of the book ...
just technical .. bill opened the door as a "chartist " ... over the past 2-3 yrs , there has
been a lot of negativism , but the stock has bounced off 171/2 3 times ... it that level
is breached .. who knows how far it can fall ...
reiteration ... i still have faith in IBM as corporation and should do quite well in the long
run , but for the time being , the stock is hostage to investor sentiment , as well as
real competition , which was absent back in the day ...
revs and maybe earnings will continue to fall , but not necessarily reflecting the
real value of the company ... value investors are watching from the sidelines for
the best deal ... g
Kings look awesome , but the Rangers fought well ...
for now , i have to wait for Spt and the Giants , Mets ain't
goin' nowhere ...
frankl .. it makes perfect sense to put the next SNUP away from EF ..
Albany would not be a bad idea , putting another facility will show
strength to customers and also , if it is as close as Albany , it will be
easy/cheap to shuttle parts between the two , in the event that
some equipment goes down or to handle overflows ...
i'm sure that more space can be negotiated ... there is almost nothing going on at EF ...
the only question is whether or not IBM will keep the site open ... g
Harry , see if you can get a relative to lift that rock and let you out ..
WB bought 11, 000 , 000 shares ... multiply that by $2.12 and you get $23 MILLION !!!!!!!!!!!!!
You won't even make 10% of that in your lifetime .. why should WB sell ??????? especially since that
amount of income will increase .....
that all depends on circumstances ... Eman is not a floundering company , but
if it's really going to make , it will have to take on debt for growth ... Sculley has
mentioned more than once , that other companies have been fishing around , but
only meager offerings .... Eman could try to partner with someone , but that would
be extremely dilutive , or even crushing ... again , the future OLED market
is more than huge .. just consider every screen on the planet and then there is
general lighting .. it's not a niche thing , nor a fad and whatever companies have
a technological lead will grab tons of revenue ... g
do you really think that China will push hard on that ??? Remember , China holds a huge chunk of US bonds ..
while many people think that's dangerous , the US can always default and China goes broke ... the US still
holds the trump cards .. .g