Tuesday, March 3, 2015

Nasdaq hits 5,000 for the first time since 2000


Sunday, March 1, 2015

March 2015 Stock Picking Contest is now OPEN!

Rules: Pick a stock (only one)
State long or short.
ETF allowed.
Give a rationale.
Thank you.

Saturday, July 19, 2014

IBM and Apple kiss and make up



Apple and IBM Announce Partnership. Apple and IBM announced plans for an exclusive partnership in the mobile arena: http://apple-stock-news.com/2014/07/apple-and-ibm-announce-partnership/

Tuesday, November 19, 2013

ALU: CEO Combes makes case for Alcatel-Lucent's shift

While admitting that his company had missed the boat on a few major technology shifts, Alcatel-Lucent CEO Michel Combes asserted  at a symposium for analysts and journalists that the Shift Plan has his company back on track. The plan will see the company emphasize three focus areas that he believes will return the company to consistent profitability.
Combes told the audience at Alcatel-Lucent’s 2013 Technology Symposium in Basking Ridge, NJ, that the company had not been prepared for such technology shifts as the move to 10-Gbps DWDM in optical transport and CDMA in wireless. The Shift Plan will position the company not to make a similar faux pas as communications networks adapt to eight important trends Combes enumerated:
--An explosion of devices that will see users carrying 10 or more
--A resulting demand for ultra-fast access
--A concurrent requirement for ultra-fast core IP network resources
--The likelihood that cloud services instances will scale to the billions
--The expectation that telcos and cable MSO spending will grow faster thanks to investment in the preceding three areas
--Network infrastructures must create value by enabling rapid service turn up
--Large enterprises and the private sector will invest in carrier-grade network equipment and software
--The vendor community’s value proposition will move to support of cloud networking. Therefore, software and that ability to support application resources sharing will become more important parts of vendors’ product mixes.
Combes said that Alcatel-Lucent will react to these trends by focusing on technologies that support ultra-broadband service provision, cloud networking (which includes IP routing and optical transport), and monetizing its patent portfolio.
ALU is up 4 times, from ($1 to $4) per share last year in a good agreement with this forecast: http://iknowfirst.com/ALU_forecast_chart

Friday, November 15, 2013

How to double your nest eggs?

First of all don't put all your eggs in the same basket.
Buy the rips and sell the peaks.
Very simple, not?
But how can one predict the right market direction?
Stock Market Forecast is 'Gut Feeling' Challenge
http://seekingalpha.com/article/1499932-stock-mark
et-forecast-the-gut-feeling-challenge
Check also I Know First (the article authors) Sample Portfolio Returns 46.27% In Past 10 Months  http://iknowfirst.com/sample-portfolio-return-1-month

Monday, August 26, 2013

ALU: SDN $3.52 billion market by 2018


The interest in software-defined networking (SDN) will translate into a global market worth $3.52 billion by 2018, says Transparency Market Research. The market research firm’s new "Software Defined Networking (SDN) Market - Global Industry Analysis, Size, Share, Growth, Trends, and Forecast, 2012 - 2018" report predicts SDN spending worldwide will grow at a compound annual growth rate of 61.5% from 2012 to 2018.
The increasing need for efficient infrastructure and mobility, as well as the popularity of cloud services, will drive this growth, according to the report.
Transparency Research cites three main markets for SDN: enterprises, cloud services providers, and telecommunications services providers. Enterprises represented 35% of the SDN market in 2012. However, cloud service providers are expected to be the fastest growing market segment throughout the years the report covers. Transparency Research says that SDN’s ability to reduce opex and capex while enabling the delivery of new services will spearhead its use by cloud service providers.
Cloud provisioning and orchestration products currently dominate the global SDN market, the report states. SDN switching held the second largest revenue share of the SDN market in 2012. SDN products and applications also will be used to design, optimize, secure, and monitor the network, the market research firm predicts.
North America currently is the largest market for SDN technology, thanks to a high degree of standardization and favorable regulatory initiatives. Not surprisingly, Asia Pacific is expected to be the fastest growing region during forecast period, fueled by the increasing adoption of BYOD practices in China, India, and Australia.
In this early stage, the SDN industry is fragmented, the report asserts. Multiple players have moved to address different categories including hardware providers, software developers, and service providers. Transparency Research names Cisco, IBM, NEC, Juniper Networks, Alcatel-Lucent, VMware, HP, Google, Big Switch Networks, Arista Networks, Brocade Communications Systems, Verizon Communications, and Intel among the primary players.
Software Defined Networking (SDN) Market has big gross margin, so ALU and other players will benefit from this $3.52 billion pie.