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Jam ok
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10/21/15 12:21 PM |
TTWO
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Topic |
<p>Almost too tangled to
comprehend:</p> <p>INTC announced plans to spend $5.5
bln to build a chip plant in China, presumably to produce th...
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Jam ok
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10/19/15 6:42 PM |
TTWO
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lt cap, Heh - just as I've said, INTC's
prodigious R and D opens other paths. And the fact that they own
their own fabs (no niggling about terms with the fou...
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Jam ok
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10/16/15 1:48 PM |
TTWO
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Topic |
<p>CIEN Nov. stk 23 options are
somewhat interesting. They're offering about a potential (if you
add in the .15 cents of 22-21.85) 4.3% premium (e.g., ...
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Jam ok
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10/16/15 1:43 PM |
TTWO
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Topic |
Jester, Yes, but when has the Fed ever
shown contriteness, much less shame, much less an admission of bad
judgment or forecasts? Maybe Greenspan post facto i...
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Jam ok
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10/13/15 3:50 PM |
TTWO
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Topic |
lt cap, Without looking my guess is that
INTC gets the benefit of the doubt: The analysts I've heard
previously pay attention to the guidance beat, rather th...
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Jam ok
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10/13/15 1:17 PM |
TTWO
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Topic |
<p>What the....? One more useless
post, I'm afraid, but it's too crazy not to say something.
I'm a bit stunned but not quite disbelieving that IN...
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Jam ok
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10/12/15 5:18 PM |
TTWO
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Topic |
This is probably not a useful observation.
But INFN's usual crazy beta has become seemingly crazier - ranging
between $18.35 (close today), and in the upper ...
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Jam ok
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10/12/15 12:57 PM |
TTWO
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Topic |
Jester, You've been writing about the
'shrinkage' from estimates to reality for a long time. Some
things never change. It begs the question, "Why aren'...
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Jam ok
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10/11/15 2:18 PM |
TTWO
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Topic |
lt cap, Haven't read the article yet, but
my first reaction is that if Qualcomm is going to try and compete
successfully in INTC's main chip products, they h...
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Jam ok
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10/09/15 2:46 PM |
TTWO
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Off Topic |
<p><p>Pretty good article at
Investopedia yesterday (the 8th) on how INFN's metro offerings
brings them into a market with great growth opportuni...
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