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- Wall Street Breakfast -Sample
Wall Street Breakfast: Must-Know Newsby SA Editor Rachael Granby- Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought.
- Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only.
- Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week.
- Oil demand withers. The International Energy Agency warned Friday worldwide oil demand...
- The Macro View -SampleSeeking Alpha - The Macro ViewMarket Outlook
- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- Long Term, Financials Look Good by Michael Filloon
- Round 3 of the Recession: Main Street by Paul Fekula
Oil Price- Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning
- Oil Down 48% from Highs by Bespoke Investment Group
- Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon
Economy- Long Term, Financials Look Good by Michael Filloon
- Round 3 of the Recession: Main Street by Paul Fekula
- Reality Bites As Stocks Continue To Collapse by The Mole
- Investing Ideas -SampleSeeking Alpha - Investing IdeasCramer's Picks
- Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham
- Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham
- Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham
Long Ideas- Utilities Beginning to Generate Interest for Longs by Joe Kunkle
- The Long Case for Encore Capital by Value Investor Insight
- 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan
- Two Global Infrastructure Investment Opportunities in ETFs by Investment U
- Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham
Short Ideas- Why Short Sellers Are the Heroes of Wall Street by Investment U
- Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle
- Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger
- Jim Cramer's Picks -SampleBetter Choices - Cramer's Lightning Round (10/15/08)by SA Editor Rachael GranbyStocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.Bullish Calls:Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.Bearish Calls:Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."Email continues...
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend. - Stocks & Sectors -SampleSeeking Alpha - Stocks & SectorsInternet
- eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman
- Is Google Feeling Lucky? by Sam Gustin
- Why Today Could Suck for Tech by Kevin Maney
Media- A Triple Financial Whammy Afflicts Newspapers by Ken Doctor
- Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld
- How Will Arbitron Fare in This Market? by Sreeni Meka
Telecom- Ten Ways to Invest in Louisiana by Stockerblog
- Earnings Preview: Electro-Optical Engineering by theflyonthewall.com
- Shared Docks Via WiFi All the Rage by Dean Bubley
Financial- Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson
- Reality Bites As Stocks Continue To Collapse by The Mole
- LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald
- Global Markets -SampleSeeking Alpha - Global MarketsChina
- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript
- Perfect World Announces Share Repurchase Program by Trader Mark
- China: Hot Money Inflows Down, Nervousness Up by Michael Pettis
India- Indian Economy Has Much to Cheer About by Equitymaster
- India: RBI Cuts Cash Reserve Ratio by Equitymaster
- India: Markets Continue Downward by Equitymaster
Japan- Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media
Asia- Four International Dividend Stocks to Watch by David Hunkar
Eastern Europe- Reality Bites As Stocks Continue To Collapse by The Mole
- Alternative Energy Investing -SampleSeeking Alpha - Alternative EnergyAlternative Energy
- Seven Stocks for an Impending Apocalypse by H.J. Huneycutt
- Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz
- Trina Solar Looks Good, Though Market Yawns by Trader Mark
- The Electric Car Market: Wise Energy Use Stocks by Tom Konrad
- Investing in the Power of the Sea
- ETF Daily -SampleSeeking Alpha - ETF DailySector ETFs
- Too Early To Buy Homebuilders ETF by Larry MacDonald
- Utilities Beginning to Generate Interest for Longs by Joe Kunkle
- Two Global Infrastructure Investment Opportunities in ETFs by Investment U
New ETFs- First Trust Launches Infrastructure ETF with Global Reach by Index Universe
- Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla
Emerging Market ETFs- Brazil Is the Best of BRIC by Carl T. Delfeld
- Playing the Market in Difficult Times by Jason Hamlin
- The Daily Dispatch -SampleSeeking Alpha - Daily DispatchWall Street Breakfast
- Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby
US Market- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby
Housing & Real Estate- Too Early To Buy Homebuilders ETF by Larry MacDonald
- Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono
Transcripts- TrueBlue, Inc. Q3 2008 Earnings Call Transcript
- Polycom, Inc. Q3 2008 Earnings Call Transcript
ETF- Too Early To Buy Homebuilders ETF by Larry MacDonald
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Is the Microsoft Empire Cracking?
> If one smart person at Apple can turn
> it around from crutches, I think many smart people can surely think
> of something.
So, you're saying that Apple has just one smart person but Microsoft has many? Interesting...
Is the Microsoft Empire Cracking?
> For the same price as a basic Apple
> computer, a Windows computer comes with several programs and a hardware
> superiority.
Please investigate, think, THEN write.
RIM's Storm is a Washout
> I have been using a STORM for about a week and a half, and it is
> clearly the most powerful smartphone on the market
Clearly not.: Where's the WiFi? Where's the multi-touch gestural input? Where are the supporting applications and accessories ecosystems? Where's the svelte profile?
> As for the keyboard, you have a choice of horiz
> full qwerty or the vert suretype.
Sure, but what you can't choose on the Storm is a quick, sensitive input system. You MUST press the screen to elicit haptic feedback. Unless you do, your input isn't registered. Clunky.
> It is really disturbing to see many reviewers just "follow the herd".
Just because they all see the same problems doesn't mean they're following the herd...
> Do you even care about the 3.2MP autofocus camera?
No. It's kind of silly on a phone with a tiny, low quality, f11 lens.
> The user replaceable battery?
No. I'd rather have the increased reliability and lower weight and bulk of an internal battery.
> The memory card slot for microSD cards?
No. Who cares when you have a device like the iPhone that can have 16 GB of internal storage?
> The enterprise server flexibility?
Like the iPhone's built-in support for MS Exchange Server?
> The robust email system? (All of which are missing
> or weaknesses of the iPhone).
No, they're not. Where have you been?
Mac vs. PC vs. Gold
That cash represents about $30/share. Your P/E value trigger of 7 implies a share price of $39. Do you think AAPL would be a buy at a net-of-cash share price of $9? Yeah, I do too. Sheesh...
It's also good to see that the runt Apple's management--unlike that of the other players you mentioned--hasn't been burning up its cash in a futile and stupid effort to prop up its share price, don't you think?
By the way, the runt Apple is "international&qu... too. In fact, it's worldwide.
Apple and Macworld: The End of an Era or Two
And how does that assertion jibe with Microsoft's continuing loss of OS market share, browser market share, and mobile market share?
It's hard keeping up, isn't it? It's almost 2009, Jim, not 1995...
Is the Microsoft Empire Cracking?
> LOL! Cracking empire? Going from 90 to 89.... ouch... what a disaster!
Yeah, LOL, Bozo. That same process has taken Internet Explorer's market share down from a high of 95% to its current 78%.
One point at a time...
Latest Apple Rumor: DRM-Free Music Headed from Sony BMG to iTunes
Stupid move, music labels.
Those pesky unintended consequences will get you every time...
Tech: And You Think Q4's Going to Be Bad? - Barron's
> Looks like AAPL might be a good short...
I missed the part where Savitz singled Apple out.
Anyway, how far down do you think AAPL should go? 50? 35? 20? I guess $30+ cash per share doesn't mean much to some commentators...
Four Dying Silicon Valley Companies
> AMD: Countries around the world are realizing that homogeneous microprocessors is a national security risk.
Since the architecture (x86) is the same, I don't think your argument here is relevant.
> Java: Sun made money selling to telcos. When telcos server spending
> dried up, so did Sun. Cloud computing once again brings telcos back
> into computing.
The medium to long-term outlook for telcos is poor. I don't think they'll be the White Knight that will save Sun. The "cloud" is a commons.
> Palm: Cell phones are not like PCs. They are more like video games.
> People switch when a blockbuster hits the market. It takes one hit
> to take a company to new highs. The next version of Palm is expected
> to be that.
By whom? The competition is already hot and prepared for commercial war.
> YHOO: Yahoo is the application layer of cloud while google the infrastructure
> layer.
They're both "application layer" companies but Google has the variety, new product development, and mindshare.
Is it too late to sell your buys?
(Just being the contrarian's contrarian...)
Four Dying Silicon Valley Companies
> If you know anything about PALM you know that they are going to release
> an OS that will technically blew everyone away.
That ship has already sailed, goldenhinde--Apple's handheld devices run a version of Mac OS X. Palm cannot match that now or ever. It doesn't have the financial, personnel, or time resources to do so.
Bloggers Far More Accurate on Apple Than Analysts
You probably should have posted with [ sarcasm ] mark-up for those who don't know the background story...
Apple: Greatest Consumer Technology Company in the World?
www.betanews.com/artic...
Apple Analysis: When Leaders Don't Lead
Isn't this an exciting turn of events, Zach? Let's game this market all the way down to ZERO! Go, Bears!
Steve Jobs' Fake Heart Attack, Courtesy of CNN
Are you really that stupid, Erick?
Record Companies Starting to Shun iTunes
My experience, I'm sure, is not unique.
If the music industry wants it to be the way it was, it deserves to die.