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firstadopter

  1. @ToddSullivan Went to $MCD to try Angus burger because of your tweet just now. Impressed. Like good quality burger from a normal restaurant
  2. Must read! Michael Lewis article on what happened at $AIG - RT @MarketNut The Man Who Crashed The World" - http://scribd.com/doc/17017708
  3. What happens when you are a CEO of $SIRI w/stock down 95%? Raise + options package of course. 120M options at 43c? Joke. http://tr.im/qC7h
  4. Non-farm payrolls -467K vs. -350K est. Unemployment rate -9.5% vs. -9.6% est. Jobless claims 614K vs. 619K est. $$
  5. CDC says 1 million people have swine flu in USA
  6. $DDRX up 96X in 3 months. If I only had a time machine!
  7. $PALM: called my 6 closest Sprint stores. Pre- stocks are 0, 8, 0 (can get them in 2-3 days), 3, 0, and 5.
  8. $PALM: compare est. calc of 66,000 Pre- units vs. 1 million iPhone 3GS sold. Joke! No wonder they don't want to say what Pre- units # was
  9. $PALM call: Non-GAAP revenue $113.2M minus GAAP revenue $86.8M = $26.4M divided by $400 ASP (my guess) = paltry 66K Pre- units shipped
  10. $PALM call: analyst asked can you figure out Pre- units by taking net from GAAP and Non-GAAP revs? Yes they said
  11. $PALM call: 134M common shares today, however once they turn profitable diluted shares goes to 200M w/ Elevation investment and equity comp
  12. $PALM call: will not give unit volumes on Pre-. Only guidance is cash burn next 2 quarters and potential for cash flow positive in 2H-10
  13. $NKE future orders guidance -12%, -5% ex-currency. Anyone know what the street estimate was?
  14. CNBC: Buffett doesn't worry about deflation at all. Inflation not in 6 mo or 2 yrs, but high rates of inflation later due to govt actions $$
  15. Buffett on CNBC says economy is not bouncing and he does not see any green shoots. Market selling off on it. $$
  16. $BA call: wing from Mitsubishi and side from Fuji. Ouch calling out suppliers.
  17. $BA call: if we found this issue couple months ago, we probably wouldn't be having this phone call
  18. $BA call: certainly possible more issues, but they don't consider it likely. However mgmnt probably losing credibility w/ delay after delay
  19. $ATVI CEO threatens to drop support for $SNE PS3 and PSP if they don't cut hardware prices - http://tr.im/p31i
  20. $SJM PR: Folgers coffee on fire +6% sales, +16% volume after 12-18 mo of flat/decline. Can you say people are downgrading to cheap coffee?