JIM

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    • Sat Apr 5th 21:55 PM
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      Rating: 0 0
      Commented on:
      Is There a Mobile Phone Recession?
      .02 beat. Nothing much there.
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    • Fri Apr 4th 23:41 PM
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      Commented on:
      Stocks Rally on Financial Writedowns: Overly Optimistic?
      Wishful, hopeful fools.

      UBS, supposedly capable of creating/protecting wealth, pisses it away and is rewarded.

      RIMM grows at a slowing rate and is rewarded.

      Apple makes a great profit and gets slammed.

      Disgusting.
      View article »
    • Fri Apr 4th 11:44 AM
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      Commented on:
      Is There a Mobile Phone Recession?
      Apple does not want to be the low-cost leader. Makes no sense for the longevity of their business model and it's totally at odds with their ethos. All the other companies competing on price are sucking wind; some are ready to kick the oxygen habit altogether.

      iPod's have per-unit yielded more revenue as time has gone forward. Expect the company to continue enhancing the desirability of their phones and inching that revenue ever-upward as well.
      View article »
    • Fri Apr 4th 09:56 AM
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      Hold On To RIMM
      If Apple had only beat by .02, you can rest assured the stock would have been totally obliterated the next day. Just look at what happened with some misplaced concern over a slight change in growth rate for iPods, while beating by a country mile.

      Consider what you're getting for the premium you pay for RIMM. A decreasing rate of growth?

      Given that UBS can go up 11% after writing down 19 billion additional, and that Merril says it's fat with cash, and that people believe them, anything is possible today. We obviously want to admire the emperor's new clothes.

      But 'possible' doesn't make it correct.

      Was long RIMM, but it's just not worth the worry that their world is going to shrink.
      View article »
    • Fri Apr 4th 07:52 AM
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      Commented on:
      Is There a Mobile Phone Recession?
      Considering that high-quality handsets with disruptive technology and ease of use like the iPhone are actually being used in place of laptops in increasing numbers, it's actually cost-effective to embrace this technology. Not expensive, as some have intimated.

      India, for example, while not having a carrier agreement in place with Apple, is very hospitable to the iPhone due to the ubiquity of WiFi.

      This will be increasingly the case for burgeoning developing countries not hindered by legacy networks.
      View article »
    • Fri Apr 4th 06:42 AM
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      Commented on:
      Apple iPhone Shortage - Is 3G Coming?
      Abramsky pulls figures out of his posterior. Apple can even gauge/meet demand on iPhones...
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    • Fri Apr 4th 06:15 AM
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      Commented on:
      Hold On To RIMM
      AAPL will be on top eventually. RIMM's P/E is preposterous in this environment.
      View article »
    • Thu Apr 3rd 12:05 PM
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      Commented on:
      Research in Motion Unfazed by Apple
      Disintermediation in the enterprise yet to occur. Apple will make inroads once the enterprise software is available for push email. Imagine NOT HAVING your company's mail have to be pushed out through a Canadian server with the attendant fee? Bye, bye RIMM. Enjoy while you can.
      View article »
    • Thu Apr 3rd 09:20 AM
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      Commented on:
      Expecting Apple to Reach $300 in 2008
      That's not good to see, but the article he wrote is on the money regardless.
      View article »
    • Thu Apr 3rd 06:08 AM
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      Commented on:
      Expecting Apple to Reach $300 in 2008
      Intelligent assessment of one of the most under appreciated stocks/company in the market today. Pleasure to read this...
      View article »
    • Wed Apr 2nd 21:08 PM
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      Commented on:
      Why Yesterday's Optimism Wasn't Warranted
      TOTALLY PREPOSTEROUS. I HOPE THE BANKS TANK BIGTIME AND I WAS NOT SHORT EVER BEFORE.
      View article »
    • Wed Apr 2nd 13:13 PM
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      Rating: 0 0
      Commented on:
      Why Yesterday's Optimism Wasn't Warranted
      Yesterday: the most perverse response to awful news I've ever witnessed....
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    • Mon Mar 31st 06:31 AM
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      Commented on:
      Citigroup Analysts Upgrades Lehman Brothers to 'Buy'
      Walks like a BSC, talks like a BSC, good luck!
      View article »
    • Sun Mar 30th 18:18 PM
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      Commented on:
      Under The Radar News - Wednesday
      Daffy is well-named.
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    • Tue Mar 25th 09:06 AM
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      Commented on:
      Jim Cramer's Mad Money In-Depth, 3/24/08: Happy Days Are Here Again
      Cramer should be in prison.
      View article »