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International Business Machines Corporation Message Board

jpmarketer 21 posts  |  Last Activity: May 24, 2015 4:07 AM Member since: Jan 16, 2008
  • jpmarketer jpmarketer May 24, 2015 4:07 AM Flag

    I believe you misinterpreted the post. NOK's price to sales is very low for the sectors its competing in.

  • jpmarketer by jpmarketer May 11, 2015 10:40 AM Flag

    Dollar Strength
    (Resulting) trade deficit
    Rate Hike Delay versus expectations
    Alu Merger/Acquisition or whatever it is
    GDP Falloff (driven, I believe, by high dollar and weather)

    And then, all capped off by a weak quarter -

    I think prospects are very, very bright if they execute, dont' get bogged down by the French (a tall order) and with a little luck on the arbitration side. Then, how much cash for HERE, or the wildcard, do they keep it.

    I'm staying.

  • Reply to

    Internet of Everything Tsunami - NOK/ALU

    by jpmarketer May 11, 2015 9:31 AM
    jpmarketer jpmarketer May 11, 2015 10:17 AM Flag

    Also, is the competitive set now NOK/ALU, ERIC, HUAWEI, CSCO, JNPR?

  • Everyone kept talking about the mobile tsunami - and it came/didn't disappoint. Mobile has been the catalyst that has evolved consumers from an alalog to a digital life.

    Isn't the internet of everything a tsunami that is already rolling, and isn't NOK ALU up front? Are we talking about a growth company here, and accordingly, a different, better, higher multiple? Just asking.

  • jpmarketer by jpmarketer May 7, 2015 2:09 PM Flag

    Will you look at that PR?

    Someone wrote yesterday or the day before, "we'll see 7's today."

    That was depressing since my average cost is $8. I didn't think we'd be down here, at this time, but that was pre-ALU, pre the HERE situation, which is really extraordinary.

    Also, ALU's performance and outlook this morning, Management's comments and support of the deal in its current form, so many doubts got put to bed -- It's a great day today and being reflected in the path back up, notwhithstanding all of the other factors that drive the price of the ADR's.

  • Reply to

    German auto makers Here bid

    by peterisa2000 May 6, 2015 12:46 AM
    jpmarketer jpmarketer May 6, 2015 9:03 AM Flag

    I heard the Chairman's comments -- that it is entirely possible that HERE will not be sold. Is this a negotiating ploy, are might they really be considering this? Would be a very exciting component of the business, add a lot of sizzle.

  • jpmarketer jpmarketer May 6, 2015 8:59 AM Flag

    Not to mention the upgrades, European Market doing great today, oversold condition, dividend drop yesterday -- and more. Seems so logical that stock would fly today, hindsight is so wonderful.

  • jpmarketer jpmarketer May 6, 2015 8:49 AM Flag

    Looks good. HERE pending bidding war - and who/why is doing more for NOK PR than all recent efforts combined.

  • Reply to

    Silver Lining

    by jpmarketer Apr 30, 2015 10:38 AM
    jpmarketer jpmarketer Apr 30, 2015 11:00 AM Flag

    I don't disagree with you. This quarter, however, wasn't the Network profitablity low, something like 3% margin vs. a much higher analyst estimate, driven by an unfavorable mix? That's a short term issue, is my point, whereas the longer term picture looks very strong. NOK's scale/share now, along with the complementary, synergistic ALU Portfolio seems to be very attractive strategically. Not to mention the cash position post HERE sale, if that's still on the table.

  • Reply to

    Silver Lining

    by jpmarketer Apr 30, 2015 10:38 AM
    jpmarketer jpmarketer Apr 30, 2015 10:41 AM Flag

    I think we'll see a rebound from this 6.80 level in the near term.

  • jpmarketer by jpmarketer Apr 30, 2015 10:38 AM Flag

    Glad to see today's sinkage is being driven by a network profitability shortfall during the quarter driven by margin mix -- and not

    massive cynicism about the acquisition, or merger, or whatever one wants to call it,
    outlook (although mid-range now 8-11, not high end, big deal).

    Network Topline was good, strategic value of the linkup is indisputable, patents performed and so did HERE (support, at least for a good price tag) and there are some very weak global financial conditions today (especially in Europe), dragging down the whole market.

    I do wonder about the Samsung Arbitration and if that's a next shoe to drop at some specific time this week? I remember someone saying this Friday, tomorrow? Is that a firm release date for a decision?

    Also, the dollar has been sinking with the prospects waning that the FED will let up on QE. But I don't know that 1.11 is sustainable now, which could make for some more downward pressure on the NOK ADR's.

  • Can we please all remember not going out of our homes for days/weeks at a time this past Winter if we lived in a non-temperate area? Plus the dollar. Double whammy for sure.

    But I think we fare well. GDP plummets so FED won't move. That's relative strength/support for Euro/Dollar, a positive. If it was the weather and the dollar that sunk 1st Quarter GDP, neither of these affects Nokia/Alu? In fact, Ericsson cited the slowdown of Verizon and ATT, while NOkia was building out in China and India, corrrect? Doesn't this also bode well for upcoming earnings --

    Now, FED gets spooked, holds up on backing off QE (or market anticipation this will happen), so dollar get softer, Euro pops a little, and isn't this good for us too?

    Earnings coming - maybe a negative, not a build into earnings, because there is anticipation about integration timing (long) and costs?

    I haven't been keeping up lately (although I should more given my investment in NOK). Isn't the Samsung arbitration about to ripen? That's kind of scary, and exciting.

    That article on Software Defined Networks was interesting. Market looks like it will explode 15-fold in the next 48 MONTHS and that NOK/ALU is very well positioned.

    Also, ex dividend date coming 5/5, although I don't really understand the potential share price movement because of this. Insight appreciated.

  • jpmarketer jpmarketer Apr 28, 2015 11:41 PM Flag

    This thread is timely.

  • jpmarketer by jpmarketer Apr 13, 2015 2:54 PM Flag

    Not objecting..... 8:31 and climbing all of a sudden...

  • jpmarketer jpmarketer Mar 26, 2015 7:07 PM Flag

    it's unfortunate that your apparently sound mind is fogged by your anger and resentment. Chill out, stop calling me or others names, open your ears, listen to another point of view. If you disagree, great. I don't think you're stupid, but I disagree with you because I believe you are missing one thing. Let me give you an example:

    I worked in Marketing for a major beverage company. It was 1987. It was the The Director of Cola's Birthday. So we got her a male police officer stripper. Everyone gathered around her glass office -- he went in under some ruse, jumped on her desk and stripped. It was the talk of the office for months.

    How many lawsuits would rage today, if the same thing were done? How have attitudes changed, matured, role and rights of women, sexual harrassment, I can go on and on.

    YOu see, Optionstrading 77, times change, attitudes and norms change. What constitutes a cry of "fire" in a crowded movie theatre is changing. Technology (and cultural maturity) are equivalizing men and women, the races, "smart" and "dumb" money, the masses with the wealthy. There has been a wall of influence, relationships, information, comraderie, collusion on wall street since the beginning. It's slowly unraveling because the privilege of education is no longer reserved for the privileged.

    Cramer cannot both teach the masses and take such strong, emotional, pumping positions. I'm not assigning motivation. I don't claim to know. In the end, many, many people buy and sell on his heated rhetoric, not for the right reasons, and they lose a lot. Let's look at the law, see how it operates in today's context, and figure out if this is breaking the law, in today's fairer, more equivalized world.

    I wish you luck in your investing, hope you will consider a different point of view, without the disparaging or name calling, although that last part is entirely up to you.

    Best,
    Jmarketer

  • Fast Money and then Cramer -- unbelievable. I have no position this time. Have, at times, been long or short, as a trade. But this, what they did today, was completely, utterly ridiculous.

  • jpmarketer jpmarketer Mar 24, 2015 7:21 PM Flag

    It is when you pas it on to an audience of millions:
    1.within the context of a strong, emotional recommendation
    2.who are loyal to you and act aregularly upon your recommendations.

    He has inside information, he claims, that he is ACTING UPON by sharing it with these millions of people within the aforementioned context with the EXPRESS, STATED GOAL OF INFLUENCING RETAIL INVESTOR SENTIMENT AND ULTIMATELY, PURCHASES.

    You guys are wrong, this was way outside the legal and ethical bounds -- well defined with precedent. You'll see.

  • Cramer just said, "I hear the quarter is going to be strong," within the context of his strong recommendation of Twitter. Hearing such info is not a violation of insider laws, but acting upon it is. He acted upon it by broadcasting what he "heard" to millions of fans whom he not only influences (in terms of their buying and selling of securities), but has made a cottage industry out of it.

    He crossed the line, within the context of the presentation he was making, several times. I can't believe it passed review, or someone turned to get a cup of coffee and missed it. There will be ramifications, no way his performance/statements tonight stand in terms of influencing the price of security versus being a pundit. Way, way over the line, I believe, in several standard, accepted ways. Wondering if any attorneys seeing, this, or saw the segment?

  • The platform -- even with search and video, can't provide anywhere near the functionality that FB can.

  • Lesserfool, sorry -- you posted to me a couple of months ago. I wasn't around, wasn't watching and missed your post.

    What a huge drop. I'll read up and maybe listen to the call this weekend. Saw it was pretty bad. But with a drop of this magnitude, a short term trade to capture some recovery --

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