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Analog Devices, Inc. Message Board

saltynacho 3912 posts  |  Last Activity: Jun 9, 2014 9:30 PM Member since: Aug 27, 1999
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  • saltynacho saltynacho Jun 9, 2014 9:30 PM Flag

    Gladpick, I remember you from the Pharmasset (???) or was in China Mobile days. Hope all is well with your portfolio.

  • Reply to

    Technical breakdown with a lull

    by jimriesenberg May 17, 2013 12:24 PM
    saltynacho saltynacho May 20, 2013 12:23 AM Flag

    Hey DDJim –

    Hello in Naples, my friend. I hope all is well and the fish are biting.
    I’ll be leaving Cabo soon, returning to the slightly cooler but sunny climate of St. Maarten.

    Good thing we don’t live in Oklahoma, huh……………… I really feel for those folks!

    You have always been the best “technocrat” on the Yahoo message boards that I have seen.
    So - IF there’s a pull back into the mid $18s’ as you have suggested as a possibility, I will be a huge buyer.

    Also, for any of you growth oriented investors.
    Early this month, Bloomberg featured John Chambers announcing his support to the challenge of re-training the 1 million returning Veterans.

    So besides Cisco’s Network Academy, be sure to check out ESI (big bounces in PPS and volume of late), CompTIA’s training and certification program for Veterans, and other technical training programs that are specifically targeted to Veterans in an attempt to fill the current shortage of resources in the Silicon Valley area.

    At the same time, and in a parallel effort to address the same shortage, Mark Zuckerberg, together with Bill Gates and a lot of other High Tech “giants” have launched a program called FWD.us.

    All The Best,
    Salty

  • saltynacho by saltynacho May 8, 2013 2:47 AM Flag

    Hey Doc –

    We just returned from a week long trip to St. Marrten, where we celebrated Greek Easter. I am not Greek, however many of my sailing buddies are.
    I was also forced to make a slight detour and quick stopover in Barbados on the way there to conduct some “financial transactions” :-)

    I was happy to hear that Obama’s nomination of Tom Wheeler to head up-the FCC was confirmed. He is my kind of man! He is of course, a Venture Capitalist. :-)

    And on another note, my wife was the first to learn about Charles Ramsey of Cleveland, who is the hero of the day! After she finished telling me the story, I called one of my accountants and had a sizeable Cashiers Check delivered to his home via messenger.
    He is exactly what the youth of this country need today, a solid role model.

    I hope all is well with you and your family and you are continuing to make some money in the market.
    Of course, it doesn’t hurt to have the concatenation of the BOJ, the ECB and the FED all ante-up into the “QE pot” :-)

    It would appear that although, [by different metrics] inflation is only 1%, it does seem to be manifesting itself in equities. How can anyone be placing a loosing bet (rhetorical question) :-)

    Note to ddjim2: I hope that you too are doing well with your strategically placed bets!

    All The Best,
    Salty

  • Reply to

    Randomness

    by reits_r_us Apr 25, 2013 2:32 AM
    saltynacho saltynacho Apr 26, 2013 2:31 AM Flag

    oooppppssss........ please make that - Hey Sleger
    It's past my bedtime :-)

  • Reply to

    Randomness

    by reits_r_us Apr 25, 2013 2:32 AM
    saltynacho saltynacho Apr 26, 2013 2:28 AM Flag

    Hey Sledge –

    RE: Your post buried way down below in this thread.

    I once posted that you were the most respected poster on this message board. And after reading your most recent post of today, I continue to be highly impressed. Even Doc referenced your significant contributions in yet another different thread.

    The best part is that I actually got your reference – I think that’s truly amazing for an "Old Codger" like me :-)
    I met B.F. while I was doing my post graduate work……. Small world, isn’t it (rhetorical question)

    However, even though I fully respect your posted trades and information, I feel it necessary to bring up one small point. B.F. worked with rats……. “Aww, rats!” – Charlie Brown :-)
    Not pigeons as you have suggested. Perhaps you were trying to make some other type of analogy…???

    Please continue to post your wisdom such that it benefits all who wish to learn from you – including me :-)

    All The Best,
    Salty

  • saltynacho by saltynacho Apr 26, 2013 2:21 AM Flag

    Hey Doc –

    Regarding your upcoming website/blog, I would like to offer a small piece of advice.

    I suggest that you take a page out of Steve Jobs’s playbook and deploy what I call the “Opium Theory”.
    As you probably already know, Steve placed FREE Apple II computers in all the elementary schools across the nation.

    You let people have FREE access for some period of time, just enough to get people “hooked” :-)
    Then you can start soliciting on-line advertisers once viewership reaches an acceptable level, and maybe even charge for access?
    Flightnurse should be able to provide some level of mentorship in the development – yes?

    And, depending upon your level of energy & commitment, you might even start training others to conduct on-line courses for a fee.

    Just a thought………..

    All The Best,
    Salty

    PS - Banks once deployed the same concept, when they first introduced the ATMs’.
    Now look at what has happened :-)

  • Reply to

    Randomness

    by reits_r_us Apr 25, 2013 2:32 AM
    saltynacho saltynacho Apr 25, 2013 3:32 AM Flag

    Hey Doc -

    It has been my experience garnered over a long period of time - I am as you say, an Old Codger :-) - that the harder one tries to sell something, the more reluctant the potential buyers become.

    I am fully supportive of your "what"......... however you might want to consider revising your "how"!

    Psychology 101 has taught us all that human beings want what they can't have. :-)
    Prohibition of alcohol is an excellent example.

    I would propose that you try the "secret recipe" approach.
    Everyone in the world wants to know whats in that "secret recipe"..... and only you have the answer!

    Or try the "puppy dog" close :-)

    Food for thought, I hope.

    As Always..........
    All The Best,
    Salty

  • Reply to

    OT - MAIN

    by architecturaldiva Apr 23, 2013 8:32 PM
    saltynacho saltynacho Apr 24, 2013 2:30 AM Flag

    Hey Doc -

    Just stopping by on my weekly "see whats happening" tour :-)

    Hope you are doing well and are increasing your net worth!
    Perhaps someday before I die you'll agree to my previous recommendations and purchase a villa down here!

    But I do have to tell you however, after perusing some of the posts, that I am once again highly impressed with the posted actions of "slegermark". He or she seems to have what it takes to become a wealthy individual.

    As for me, I am once again sunburn from too much sailing, so please send more sunblock :-)

    All The Best,
    Salty

  • saltynacho saltynacho Apr 22, 2013 12:55 AM Flag

    Hey Pharma -

    I'm looking at all this FOSC attention to mREITs' as free Marketing, such that it will attract new investors and current longs will benefit from short-term bounce in the PPS.

    You know, the glass is always half full :-)

    All The Best,
    Salty

  • Reply to

    The DD Gang

    by saltynacho Apr 10, 2013 11:53 PM
    saltynacho saltynacho Apr 21, 2013 11:54 PM Flag

    Hey Slege -

    IF you haven't already seen it, I have left you a reply to your last post on the American Capital Agency Corp. (AGNC) message board.

    May you continue to be blessed!

    All the Best,
    Salty

  • Reply to

    OT: BA and batteries

    by yourbestfriendintheworld Apr 19, 2013 7:52 PM
    saltynacho saltynacho Apr 21, 2013 11:09 PM Flag

    Hey Slege -

    You are NOT, as you say a "nerd"...................:-)
    You are the most respected poster on this message board - period!

    Never, ever put yourself down!
    You have the strength in your convictions - much like Ray has.
    Ray......... please feel free to chime in here please, if you so feel to do so!!!

    I have total unconditional respect for a man of your caliber.

    May your life continue to be blessed........................

    All the best,
    Salty

    PS - Illegitimi non carborundum :-)

  • Reply to

    The DD Gang

    by saltynacho Apr 10, 2013 11:53 PM
    saltynacho saltynacho Apr 18, 2013 1:21 AM Flag

    Hey SM –

    What you say could possibly be true, we could be in the constellation of Orion.
    But I am certainly in no position to pass judgment, one way or the other.
    I am neither a galactic scholar nor a Trekkie, by any means :-)

    It’s merely a movie reference, from which a particular AGNC option trade was named as a “Roy” in honor of the AGNC trader who invented it!

    Hint: The movie has currently been re-released in a Collector’s version, celebrating its 30th anniversary.

    All the best,
    Salty

  • Reply to

    The DD Gang

    by saltynacho Apr 10, 2013 11:53 PM
    saltynacho saltynacho Apr 16, 2013 1:25 AM Flag

    Hola -

    First off, let me offer my sincere thoughts and prayers to the friends and relatives of those who were in harm’s way up in Boston, MA. Down here, Telemundo is a bit behind and short on US news. Below is what they said –

    “Obama habla sobre las explosiones en Boston”
    “El presidente de EEUU dice extiende su apoyo a las autoridades de Boston para dar con los responsables!”

    It is truly a sad day for all of us, in the US and in every other country who had runners and spectators there as well…………………

    So, now to reply to Doc’s post in another thread.

    Hey Doc -

    Glasses…………. I don’t need no stinking glasses!
    Unless of course they’re filled with “Dark and Stormies”. :-)

    What about QUAD & terrior2 & roy?????
    Perhaps ddjim2’s Christmas song post will shake some of those “cobwebs” out of your gray matter??
    I can only hope so :-)

    “Cut-n-paste”, of course. Courtesy of the AGNC mb.
    ddjim2 – You didn’t copyright this, did you?? :-)
    The (DD) Christmas Song – by ddjim2
    From the AGNC message board. Enjoy……………..

    Long rates roasting on an open fire,
    The SEC nipping on your nose,
    Doc's profit calls being sung by a choir,
    And Porkus, dressed up in fancy clothes

    Taymere knows good earnings and some mistletoe,
    Help to make the season bright,
    Ben, Arsh, and Rim, looking for some big dough,
    Will find it hard to sleep tonight (you too, Foxy)

    Olee knows the dividend is on its way,
    Terr and Salty hope that 1.40 will save the day,
    And even YourBestFriend will start to buy,
    As JimR (and DR. K) tells us the price will reach the sky

    And so I'm offering this simple phrase,
    To Ray, Randy, REIK, ROS, RT, SAG, Al, Cat, Bruce, QUAD, Joe, Ephort, and Flightnurse too,
    Although it's been said, many times, many ways
    A very profitable Christmas, to you.
    All the Best,
    Salty
    PS – “I've seen places you people wouldn’t believe…….. attack ships on fire off the shoulder of Orion……. like tears in the rain” - Roy Batty

  • Reply to

    This is one of the better, saner boards

    by lenloc Apr 12, 2013 10:33 AM
    saltynacho saltynacho Apr 13, 2013 1:08 AM Flag

    Hey Doc -

    You probably should have also given a "shout out" to jess_1554 in your post. Agree???

    All the Best,
    Salty

  • Reply to

    The DD Gang

    by saltynacho Apr 10, 2013 11:53 PM
    saltynacho saltynacho Apr 13, 2013 1:01 AM Flag

    Hey ddJim –

    FYI………..

    GILD submitted their application for FDA approval for “Sofosbuvir” on April 9th.
    “Sofosbuvir” is an interferon-free, all-oral therapy.

    Several analysts’ have upgraded the stock since causing it to hit a new 52-week high today.
    It’s not too late to get back in! The HEP-C serviceable market is huge.
    Competition is fading………….

    Holding large, long and strong :-)

    Best of Everything,
    Salty

    PS - Hey Doc, I never knew you were into lipstick. What's your favorite shade? :-)

  • saltynacho by saltynacho Apr 10, 2013 11:53 PM Flag

    JimR, ddJim & Doc -

    Well……….. interesting to see Cubist drop on an across the board “up” day. But not unexpected :-)

    IF there’s profit taking on Thursday, which is what I would expect, the probability of WMC doing an SPO is considerably reduced. Nice to see that Doc and others bailed. Congrats Doc……………
    Please weigh in with your opinions guys!

    The current “buzz” @ TIGER is how to capitalize on the upcoming medical mari-jane market.
    Several alternatives out there – have any of you “smoked out” any specific details yet? :-)

    All the best,
    Salty

  • Reply to

    Another view

    by jim.riesenberg Apr 2, 2013 2:05 PM
    saltynacho saltynacho Apr 4, 2013 11:06 PM Flag

    Hey ddJim –

    So happy to hear from you. I hope you recover from the jetlag soon.
    What a nice trip you must have had. I am definitely jealous!!!!!! :-)

    Also, congrats on your GILD winnings, and you don’t owe me anything – I like to see everyone make money.
    I’m still holding a significant position, waiting until they receive FDA approval for their HEP-C oral “cocktail”.
    I have also invested some “coin” in a biotech VC, Third Rock Ventures in Boston. They have an impressive website :-)

    BTW – The spyder is currently in storage in Monaco. (sigh)

    Doc - I though I saw your post – “bought KMP May85Calls @ 3.99.” – after my feedback - Correct?
    I still strongly believe you should buy a villa in Cabo, rent it out until you’re ready to retire, and then Walla!

    All The Best,
    Salty

    PS – A Trip Down Memory Lane for the DD – Tears in the Rain
    “I’ve seen things you people wouldn’t believe……………………………………..” - Roy

  • Reply to

    Another view

    by jim.riesenberg Apr 2, 2013 2:05 PM
    saltynacho saltynacho Apr 3, 2013 10:09 PM Flag

    Hey Jim -

    I am very happy that I was able to bring a smile to your face :-)

    But It's true - The AGNC board has been taken over by nit-wits!
    I rarely post much anymore, except for an occasional post to Doc and/or ddjim.

    Most of my capital is currently in the hands of Hedge Funds and/or VCs'.......

    I'm tired and I prefer to go sailing now-a-days!

    All the best,
    Salty

  • Reply to

    Is This Still the AGNC Message Board??

    by ebtdad1 Apr 2, 2013 5:28 PM
    saltynacho saltynacho Apr 3, 2013 1:47 AM Flag

    Hey Doc -

    Okay I'll play the bit of the "straight man" here.

    Oh please, please tell us what do you really think about ebtdad"81" and don't sugar-coat it this time! :-)

    Cheers,
    Salty

  • Reply to

    Another view

    by jim.riesenberg Apr 2, 2013 2:05 PM
    saltynacho saltynacho Apr 3, 2013 1:40 AM Flag

    Hey Jim (aka Mr. TA) –

    It's good to hear from you.

    I very much doubt that more than 3% of the posters on this board ever heard of Fibonacci & Elliott, let alone understand and/or deploy their concept.

    Hope all is well in Naples!

    Cheers,
    Salty

ADI
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