Maybe some day we'll lose all of you (all of you). In the meantime, I was preparing this new French dish -- it's called Kusipaa. You really have to try it. It's you.
Nokia and Huawei
as reported by Bloomberg a few minutes ago
I don't know what the price will be. But I stick to what I said. My call is that the watch will not provide the functionality that will make it a style icon like the I-phone, Add in Asian commoditization, maturing category, and wild expectations for Apple. No bashing here, profited greatly from Apple's ascent and I'm grateful. Good luck to you.
By that time, the watch will have been confirmed to have brought Apple's technology and style leadership reign to an end. Jobs is gone. Cook is a precise technician. The spark is dead. You'll see.
DRR! Got back in yesterday at 55.86. Did it to again counteract impact of sinking Euro on NOK, only to find this morning that NOK is surging again (result of dropping Euro, Goldman and a lot of other news/recognition) AND DRR surging because the Euro is now sinking like a stone again after yesterday's action, even though the run-up was long and significant. I don't think the Euro stops until it gets near parity, but $1.10 short term is coming, with another 2% drop already this morning vs US DOL.
The Company is recruiting for a Director of Product Management based in Dublin. The primary accountability for the job is to develop enterprise user needs to develop specs for Enernoc software. Isn't the gathering of user needs the first input into the development process?
If it is, then how/why can Enernoc position itself as a software company, and peg it's fortunes on SaaS?
I have wondered in the past if this pivot was more cosmetic (at least at this point) than factual -- to keep the share price up while demand response did not grow to the extent expected.
This, combined with the insider selling, still has me wary.
Both trends should only stay in place --
Continue to wonder whether the rising tide for European companies will offset the Euro decline in terms of NOK's US ADR price. I've taken off the DRR hedge, probably too soon, but it was a big help between EUR/USDOL 129.5 (when I first bought NOK) and today, roughly 1.16.
NOK Helsinki is at 6.575 EUR right now, and with the Euro rising this morning (for the moment at least), US equivalent NOK PPS is 7.64 or so, up just a little over 1% versus Friday's close.
The 3,500 word tell all being circulated online (can't find it) supposedly implicates 9 current and former members of ALU China to brass of corruption
Don't know that any consumer profits were baked into earnings. Immaterial this quarter, but could be material next quarter and beyond.
Wondering if a lower Euro provides an intermediate term pop for Nokia, even though the immediate, short term impact is negative because of the "real time" nature of the ADR's
6:30 a.m US EST - wow. I'm heading out to get some of the extra strength Zantac. Another hour of this, we move from Zantac to Xanax. Can't say it was unexpected, but the move is very severe, very sudden.
sorry, as sometimes happens early morning -- correction -- should have read:
"Streamer went nuts at about 4:30 am US EST as the news was announced, with NOK bid dropping as low as 6.49 for a moment, before recovering to 7.59-7.62 area, down from yesterday's 7.70 close.
Down to 1.168, with the Swiss Franc vs, the Euro down 20%, as Swiss interest rates have gone negative in anticipation of European QE.
Hope the downward pressure on the American ADR's is more than offset by the boost to European markets. Streamer went nuts at about 4:30 am US EST as the news was announced, with NOK bid dropping as low as 6.49 for a moment, before recovering to 6.59-6.62 area, down from yesterday's 7.70 close. What a huge move, Swiss franc down now 30% vs, the Euro as I write this.
Between the volatility of the past few days, oil prices, 10 year at 1.85% this morning, some real wild dis-locations happening. NOK (Helsinki) seems to be steadily increasing through it all as they methodically exploit the 3 high opportunity markets (+ consumer) they're now operating in. Nice upgrades and nods too, past few days, especially the JPMorgan. Onward.