Our Two Champs for 2011; data_rox and kelseysuncle; just lucky? Data-rox and kelseysuncle are the official winners of the 2011 Toaster, the former winning the year endand the latter the high low contest. Their toasters with the patented slice of toast insert are in the mail but before they place their trophies in their living room trophy chest, I thought I thought you should know more about both of these folks. So, the first question is were they just lucky. The available data suggests quite to the contrary that these folks know what they are doing. Data-rox. Well, if it was just luck how come data_rox is a repeat winner (our only repeat winner). He also won the Year End contest in 2011. This perhaps reflects his investment style in his profile “Take the Toaster”. Looking at other years, his record belies any suggestion of luck---this guy knows something. In 2008 he finished well in the top half in the high low (off by a combined $5.15. In 2009 he was only off by $1.23 in the year end and by a combined amount of $6.08 in the high low. It goes on and on. In 2010 he was off by an achingly close $1.05 in predicting the high low. So what’s behind these impressive statistics, our own data_rox works he claims (or at least claimed back in 2000 when he joined SI) in the wireless industry. He’s not only good at “guessing” (just a joke) he is a frequent poster on all things Qualcomm, this year specifically offering some encouragement on progress in the Atheros acquisition (“moving in the right direction and putting pieces in place”); reported the Halo acquisition to the board and had some insights on the relative success of Qualcomm’s OFDMA licensing program. Finally, he has technical chops, ouch. See his post 97789. So Data_rox is kind of a triple threat whose predictions and comments well deserve your attention. In my next post I’ll address kelseysuncle, this years’ winner in the prestigious high low contest. |