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Latest Comments15 Comments
Johnson & Johnson: Is It Too Late?
Not all stocks will recover equally, now it’s the time to look for the next growth leader of each sector…it’s always a stock-picking game after each correction.
My pick: Thermogenesis(KOOL) … The early CSCO of stem cell therapy/regenerative medicine, CHECK IT OUT.
Seeking the Fix That Will Finally Work
Markets Are Too Afraid to Bounce
after you follow them, the market will correct again.
talking heads are cowards.
i'm 100% invested as of now.
Nouriel Roubini Predicts (Surprise!) a Long Recession
Surviving the Financial Nuclear Winter
a bunch of blithering idiots here.
Why Is Everybody Selling as Buffett Is Loading Up?
2. there's no safe time to buy any stock.
3. if you are looking for safety, skip stocks altogether.
4. market has never reward cowards.
5. market rewards people who can think and have courage to execute.
Cramer: Dow Could Drop Another 14%, Oil's Going to $50
his desperation calls marked the bottom of this year long correction... just 35% on NASDAQ, not much....
Seven Thoughts on Capitulation
These idiots will miss the "real capitulation".
3 months later, they'll say WTF, it's only money.
6 months later, they'll say...the water is good and they'll buy in then the market will retest the low.
Remember, the market has never reward the "safe" player.
You should know by now 1) there's no safe stock and 2) no time is safe time to buy any stock.
Getting Ready for... Anything
problems we have, and we'll deal with it, what's the big deal?
when was the last time we didn't have problems?
when was the time that is safe to buy any stock?
Large i2 Holder Pressures Company To Sell
Amalgamated is a hedge fund and the sole holder of i2's $107m prefer stock earning 2.5% interest.
Amalgamated will make 10% of that amout if i2 is sold, AT WHATEVER PRICE, and that was one of the term of the prefer stock.
Amalgamated will always be pushing for sale of i2.
I think many of i2's major institution shareholders now realize what's good for Amalgamated is not necessarily good for them.
The Greenspan Defense
Oracle Q3 Post-Mortem: Will Q4 Be Stronger?
What is the revenue from organic growth? I bet you have no idea.
What's the heck is that MGI index/score anyway? It's meaningless.
Please don't be a talking mouth or should I say a blithering idiot to be precise.
Did IBM Software Failure Lead Customer to Bankruptcy?
2007 total operating revenue was $257.87 millions, averagely $64.45 millions per quarter and making $0.82 per share.
the bookings of q4-07 was $81.8 millions....
let's assume bookings/revenue to be only $70-75 millions a quarter for 2008.
the 2008 revenue will be $280-$300 million.
assume operating expense per quarter to be $58 millions(it was only $54.5 millions in q4-07).
Non-GAAP earnings for 2008: $48-68 millions eq. to $2.28 - $3.23 per share(using 21 million shares to calculate).
Why sell i2 at this time? anyone?
Did IBM Software Failure Lead Customer to Bankruptcy?
i2 Still On the Block, But Considering Alternatives
When a software company like i2 went through a turn-around, the inititial stage was bound to be choppy due to a few factors such as the new business model, the maintenance/services revenue, the new products on new delivery platform....etc.
i2 has gone through this period of painful transformation, it has all its products on new SaaS platform, this alone is 2-3 years ahead of its bigger ERP competitors Oracle and SAP.
Due to the complex nature of Supply Chain Management system, i2 realized that it can't just sell customers its software and expect them to rip the real benefit out of it like ERP software products therefore, i2 has re-organized its entire company to become a very efficient provider of SCM results company. It consults, implements and it even runs the SCM operation for its customers.
i2 currently delivers its products/services in all three forms that meet the different buying preferences of its customers.
This is probably the most "misunderstood&qu... company by Wall Street analysts. Most analysts follows i2 lack the understanding of its new business model which is very different from the ERP software providers like ORCL and SAP.
A so called "5 star analyst" estimated i2 to book new business of $47 millions in Q4-07, it turned out i2 booked $82 millions and it was a 3 year high in terms of quarterly bookings.
What made this $82 millions booking so special was in the mid of several of its major stockholders(all hedge funds) openly demanded selling the company due to its inconsistent performance in 2007. The Wall Street analysts(Patrick Walravens of JMP Securities and James Friedman of Susquenhana to name a few) made it more differcult for i2ers to sell by talking about their own wild speculations since i2 treats them just like anyone else, absolutely no inside information or preference treatment.
The inconsistent errning in 2007 was caused by its former CEO Michael McGrath, a chain-saw cost cutter having no experience of growing new business, now that he's gone for 6 months and i2 is having its best bookings in 3 years.
Going out of Q-4 07, i2 is having a good pipeline which was entirely different than 12 months ago under CEO McGrath, i2 is currently run by its interim CEO Pallab Chatterjee, a seasoned SCM expert and an executive who can execute. Chattterjee could become the new CEO if i2 is not sold in the near future.
Among potential bidders... SAP, IBM and ORCL make the most sense, here's why...
SAP, the number 1 competitor of i2 due to its size but for real complex SCM deals, i2 always won due to its superiority in SCM products and services. i2 is currently suing SAP for infringement of 7 SCM patents and i2 is dead serious about winning this lawsuit. By buying i2, SAP instantly becomes undisputable SCM leader and avoid the potentially disasterous loss of lawsuit, i2 is making 200-300 claims in this lawsuit. The cross-sale opportunity is huge for SAP with i2's more advanced products and services organization in India.
IBM, a long time i2 partner and i2's best customer by implementing lots i2 solutions worldwide over the past 10 years. IBM is the host of i2's on demand Logistics/Transportati... Matrix with increasing customer list like Costco and many top retailers of the nation. Buying i2 fits the expansion of IBM's software portfolio strategy nicely.
Oracle, in competing with SAP on many fronts, buying i2 will strengthen its SCM offering tremendously and win all sizes of
business deals and the cross-sale potential is huge. The i2 patent infringement lawsuit against SAP will help Ellison pinning SAP down quite well.