Redmond has awoken and the furnaces have been jerked into life, steam and smoke appear above the forest’s treeline.
Dell
Todd Sullivan Explains PE Ratios to the Troglodytes
I’ve seen an amazing amount of unqualified opinions being offered regarding LinkedIn’s IPO valuation from people who have absolutely no business even discussing these things
Michael Dell's Very Big Stock Purchase
The picture is not pretty, but with Michael’s added $150 million vote of confidence purchase this week, perhaps we’re all missing something.
Big Cap Tech Apparently Unfazed by Sovereign Debt Fears
Tech stocks represented today and for most of the week.
3Com Insider Trading Probe In Effect
The SEC is looking into what many people are calling a blatant sign of insider info on the Hewlett-Packard for 3Com acquisition according to Bloomberg (hat tip Zero Hedge). In case you missed it: More than 8,000 3Com calls changed hands on Nov. 11, 17 times the four-week average. The most active were contracts conveying…
The Danger of Earnings Season Extrapolation
Yes, we all get excited when an Amazon.com scorches their earnings forecast or when an Apple Inc. Suge Knights the whole sell-side with a massive beat, but should that enthusiasm really spread to other stocks? One of the dangers of extrapolating the good earnings reports out of Apple, Amazon or Intel is that in reality,…
Insider Trading Lesson 1: No Call Options
You guys are so stupid. The first thing the SEC looks at is the call option activity whenever there’s a high profile merger or takeover. Anything unusual is gonna be flagged. From DealBook: The Securities and Exchange Commission on Wednesday charged two men with running an $8.6 million insider-trading scheme connected to Dell’s $3.9 billion agreement…
Your Oil Stocks Aren't Coming Back, Chulo
Remember when Intel (INTC), Microsoft (MSFT), Dell (DELL), Lucent (ALU), Yahoo (YHOO) and Cisco (CSCO) ruled the markets? There was an era, roughly 1997 to 2000 when those stocks actually mattered. They were important companies doing big things in terms of providing the technology needed for the next century’s communications and internet build-out. And then,…
