04:27 PM
11/19/09
Quick $DELL (Msges, Tweets) recap: eps .23 missed estimate .27, $12.9B revenue missed $13.5B estimates. Gross margin 17.3 missed street approx 18.0
03:16 PM
11/19/09
The latest "morning blog" of the day: "Sometimes the market just wants to go down" http://bit.ly/4czIhf $$
09:46 AM
11/17/09
I love how $RIMM (Msges, Tweets) is one of the only green stocks today despite analist downgrades.
07:55 PM
11/16/09
This week my letter is a Dasan Focus Report: I cover the blockbuster ANF earnings and "Auspicious Eight:" 8 chinese ADRs (not $ADY (Msges, Tweets)!)
04:22 PM
11/16/09
@mreb a smidiot pitched me $ADY (Msges, Tweets). It failed my "competitive advantage" criteria. If you've been to China you know this is crowded field
11:03 AM
11/16/09
$AMZN (Msges, Tweets) kindle watch: kindle titles 377k total - up from 202k year ago. 1.44% of all amzn books now have version - a tiny % but growing
10:10 AM
11/16/09
Very quiet tech day - nice little snapper though, and "hot guys" at $ANF (Msges, Tweets) are smiling again - they'll have $$ for waxing
12:59 PM
11/14/09
Listening to $ANF (Msges, Tweets) call replay. Love the question from smidiot, typical of retail dolts: "Any word on Denim, skirts, etc?"
