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Verizon Communications Inc. Message Board

iamgarce 387 posts  |  Last Activity: 45 minutes ago Member since: Aug 23, 2012
  • Reply to

    politics never cease to amaze me

    by iamgarce Aug 6, 2014 7:00 PM
    iamgarce iamgarce Aug 7, 2014 5:25 PM Flag

    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

  • Reply to

    iamgarce - Pro or Anti IBM?

    by nozupforyou Aug 7, 2014 11:23 AM
    iamgarce iamgarce Aug 7, 2014 1:26 PM Flag

    thank you much ... g

  • Reply to

    iamgarce - Pro or Anti IBM?

    by nozupforyou Aug 7, 2014 11:23 AM
    iamgarce iamgarce Aug 7, 2014 1:26 PM Flag

    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

  • Reply to

    iamgarce - Pro or Anti IBM?

    by nozupforyou Aug 7, 2014 11:23 AM
    iamgarce iamgarce Aug 7, 2014 12:31 PM Flag

    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

  • Reply to

    Free cash flow dropped from 14B to 10B

    by topinvestgun1 Aug 6, 2014 11:58 PM
    iamgarce iamgarce Aug 7, 2014 12:29 PM Flag

    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

  • Reply to

    iamgarce - Pro or Anti IBM?

    by nozupforyou Aug 7, 2014 11:23 AM
    iamgarce iamgarce Aug 7, 2014 12:27 PM Flag

    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

  • Reply to

    Yeehaw

    by billboard_us Aug 6, 2014 11:18 AM
    iamgarce iamgarce Aug 7, 2014 8:28 AM Flag

    point taken

  • Reply to

    Yeehaw

    by billboard_us Aug 6, 2014 11:18 AM
    iamgarce iamgarce Aug 6, 2014 10:28 PM Flag

    i see that billy has a new bid in .. 1.60

  • 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 ????

  • Reply to

    bid/ask

    by iamgarce Aug 6, 2014 12:48 PM
    iamgarce iamgarce Aug 6, 2014 3:56 PM Flag

    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

  • Reply to

    bid/ask

    by iamgarce Aug 6, 2014 12:48 PM
    iamgarce iamgarce Aug 6, 2014 3:54 PM Flag

    i'm probably a bit optimistic ,rock , but i'm looking for most of the lost rev in Q1 to come home
    in Q2 .. .plus whatever else was on tap ...
    good to hear some creative think about the carp , but those "sounds" are bound to have
    some other affect that's not appreciated ... i still say that commerical fisherman could put
    a great dent in the carp population .. you cannot get better fertilizer than fish of any kind .. cast the nets
    where are carp are and there won't be too many other fish taken .. maybe Mosaic and Potash
    are putting up some quid to avoid this solution ?? ...g
    the Bears and Giants are still in for the 2014 season , we should know a lot more by the end of
    Spt ...

  • iamgarce by iamgarce Aug 6, 2014 12:48 PM Flag

    gap getting a bit narrow ...
    Rock , i disagree a bit with your rev estimate for Q2 .. i believe that it will be at least respectable .. 7-8 mil ,
    as ever , tho' , guidance looms large , as does a word on newly signed contracts ..

  • Reply to

    News event with todays drop?

    by lotahype44 Aug 6, 2014 9:43 AM
    iamgarce iamgarce Aug 6, 2014 10:38 AM Flag

    other factors ... bond rally going on , market is correcting(or rotating) and insts are raising some
    cash .. no big deals here ... g

  • Reply to

    44 price target

    by powder938 Aug 6, 2014 10:24 AM
    iamgarce iamgarce Aug 6, 2014 10:37 AM Flag

    if you had bought in @ 26 , your yield would be close to 7% ... how are you going to beat that ??? why sell ?
    the div is only going higher and over time , so will pps ...
    keep getting hyped up on daily or even monthly fluctuations .... up and down motion should give you pleasure ,eh ?

  • Reply to

    bid price

    by iamgarce Aug 6, 2014 10:00 AM
    iamgarce iamgarce Aug 6, 2014 10:05 AM Flag

    right now , it's hell's a poppin'

  • iamgarce by iamgarce Aug 6, 2014 10:00 AM Flag

    has risen from 201 to 250 since yesterday ... looks like somebody is throwing in the towel ,eh ? let the
    grass carp feed ...

  • iamgarce iamgarce Aug 5, 2014 9:02 PM Flag

    aside from game chips and a few products for Apple , IBM only ever made chips for themselves .. .now
    they don't need so many and what they do need could easily be bought from somebody else.

  • iamgarce iamgarce Aug 5, 2014 9:01 PM Flag

    that was to build the fab , didn't put much in after that .. major impetus for starting that plant
    was contracts to build games chips for the big three ..
    fact is IBM has not done too well with partnerships ... to wit: the West Campus .. IBM spent
    2 or 3 years trying get a consortium together .. .prime project was Xray litho ... they couldn't
    get anybody and had to move on the thing itself ... 30 years ago they couldn't partner
    with anyone to build phone switches , then bought ROLM and gutted it , the also
    effectively owned MCI (held their bonds) , they almost gutted that and NEVER EVER
    were able to penetrate the phone chip market ...
    IBM's long suit has been materials ... remember C4 ? IBM has always had a wide
    moat with any of it's endeavors , today , it's different , the old model is done , IBM has
    been exiting hardware since 1986 , but the big diff today is that the next phase already
    has very very stiff competition .. it's going to be tough , they might just need another
    LG to shake things up ... they'll get there , but there could be some scars along the
    way .. i will continue to watch ... g

  • Reply to

    About time

    by frankenberrylives Aug 5, 2014 4:08 PM
    iamgarce iamgarce Aug 5, 2014 8:54 PM Flag

    Admiral Farragut ,eh ? Is he still sailing HOMES ? torpedo the carp !

  • iamgarce iamgarce Aug 5, 2014 3:07 PM Flag

    good synopsis ...

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