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To: sylvester80 who wrote (17429)3/28/2012 11:07:35 AM
From: Lahcim Leinad
   of 29127
 
my 800,000 shares of SOL UP 22% for the day

Today, not even full eight trading days later, that position would be close to 10% in the red. And the stock flashed a bearish triangle breakdown TA signal.

How do you vacate in this situation - with profit - your position which supposedly represents almost the entire average daily volume for that stock?

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To: Lahcim Leinad who wrote (17782)3/28/2012 11:21:13 AM
From: Lahcim Leinad
   of 29127
 
About that RIMM, nevermind for now about nibbling, forgot they report losings tomorrow. I'll wait to see what happens after...

Back on December 15, RIM issued guidance for the 4Q 2012 and FY2012:

Earnings Per Share: RIM said earnings per share for the fourth quarter is expected to be in the range of $0.80-$0.95. The current consensus is $0.82 (Source: Yahoo! Finance).

Revenues: Revenue for the fourth quarter of fiscal 2012 is expected to be in the range of $4.6 billion to $4.9 billion. The Street estimate is below this range at $4.55 billion.

Gross Margin for the quarter is expected to decline to 37.9%.

Earnings Per Share & Revenue Guidance (2013): Look for Research In Motion to possibly update its outlook for 2013. The EPS estimate is $2.76 for FY2013 on revenue of $17.38 bln, down 7.5% from the year-ago period.
Also keep an eye on the Adjusted EPS & Revenue guidance for the 1Q 2013 period, given that the 4Q2012 numbers appear priced in. The estimates are $0.67 and $4.27 bln, respectively.

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To: zax who wrote (17804)3/28/2012 11:49:49 AM
From: FUBHO
   of 29127
 

Samsung Electronics Posted All-time High Sales Record of 44 Million Smartphones in Q1


english.etnews.com 

2012/03/28 By Kim In-soon

Samsung Electronics, South Korea’s electronics giant, posted an all-time high quarterly sales record of more than 40 million smartphones in Q1 of this year. This is a result from a good performance of the Galaxy Note 5.3. Samsung Electronics released the new idea smartphone as a first mover product last year. The Samsung’s new smartphone achieved better sales results than expected during Q1 which is a slow time of year, paving the road for the smartphone sales revenue of an annual 200 million won. (ERROR by writer if you look at conversion ratio)

The sales achievement is gathering more attention because Samsung’s Galaxy Note 5.3, which provides the new user experience (UX) based on an S-Pen digitizer, has made such accomplishment through going head-to-head with Apple’s sensational iPhone 4S.

Samsung Electronics sold 12.6 million units of smartphones during Q1 last year. The first quarter sales of this year tripled from the same period a year earlier. The sales units have increased by more than 8.4 million units from Q4 last year, when the smartphones sales reached a record high.The Galaxy S3, which is currently receiving much anticipation, is slated to come out on the market in Q2 this year. The release of the new smartphone will enable smartphone sales to surpass quarterly 50 million units.

The top contributor to the remarkable sales achievement of Q1 this year is the Galaxy Note 5.3. Samsung’s sales of the smartphone reached one million units in Q4 last year. The new smartphone is expected to be sold by more than 4 million units, up four times more than Q1 this year. The sales number is expected to reach 10 million units smoothly, which was announced in the Mobile World Congress 2012 in Barcelona by Shin Jong-kyun, president of the Wireless Business Division of Samsung Electronics. With the success of the Galaxy Note 5.3, the outlook is bright for the smart pad Galaxy Note 10.1, which is set to be launched on the market in the first half of this year.

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To: sylvester80 who wrote (17797)3/28/2012 12:06:46 PM
From: sylvester80
   of 29127
 
Covered $615 CRAPple at $610.5 for +4.5/sh...

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To: sylvester80 who wrote (17832)3/28/2012 12:18:30 PM
From: Lahcim Leinad
   of 29127
 
Still holding that $599.90 short?

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To: Lahcim Leinad who wrote (17830)3/28/2012 12:42:41 PM
From: John Koligman
   of 29127
 
I've read some positive stuff on RIMM's secure datacenter biz, currently the entire company has a market cap of around 7B, over 1B in cash, and no debt. If it keeps tanking perhaps at some point this will be a worthwhile 'breakup' trade...

Regards,
John

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From: sylvester803/28/2012 12:45:50 PM
   of 29127
 
Back in short CRAPple at $615.2...

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To: Lahcim Leinad who wrote (17817)3/28/2012 12:48:17 PM
From: Kurthend
   of 29127
 
Sly made .73 percent on the short from $615 to 610 and change. Fed taxes at around 25%and state taxes at around 5% and he pocketed 70%which equals to about 1/2 of one percent. Sounds like. A joke to me.

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To: Lahcim Leinad who wrote (17830)3/28/2012 12:53:30 PM
From: John Koligman
   of 29127
 
This person thinks RIMM patents are worth 2.5B... Throw in their cash and data biz and perhaps we are not too far from the point where the phone biz is valued at zero...

Regards,
John

Research In Motion Patents Worth Just $2.5B, Analyst Says
If you were counting on the value of the patent portfolio at Research In Motion to bail you out of losses in the stock, maybe you should think again.

Jefferies analyst Peter Misek has taken a deep dive into the smartphone patent mess, in particular sorting through the patent situation in LTE, in an attempt to figure out who controls the most important intellectual property in the sector. Misek notes in a new report that there are three key areas where patents are concentrated: hardware, software and wireless technology. “Due to the death of companies with substantial patent portfolios in all three areas, we conclude that the patents wars are far from over,” he writes, adding that his findings support his bullish case for Apple and a cautious stance on RIMM.

Here are some of his key conclusions:

  • Misek notes that Apple has patent strength in hardware and software, but “could be stronger in wireless.” He notes that company’s role in the group – Apple, EMC, Ericsson, Microsoft, RIMM and Sony were all involved – that recently acquired Nortel’s patent portfolio for $4.5 billion improved its position, but that it still trails many of its rivals in that area. He contends that Apple could improve its position in LTE patents significantly by acquiring Interdigital, a wireless IP company that is actively seeking bids. Misek thinks Apple and Microsoft are the most likely buyers.
  • He says that RIMM’s patent portfolio has a liquidation value of only $2.5 billion – and that the company has very few important patents covering LTE technologies.
  • He estimates that of the $12.5 billion Google is paying for Motorola Mobility, the company’s patents alone are worth $5 billion to $7 billion. He estimates that the set-top box business is worth $1.5 billion, with the Motorola handset business worth $1 billion to $3 billion. (Motorola also has $3 billion in cash.)
Misek goes on to estimate which companies have important LTE patents, and guesses at what those holdings might be worth. He defined an essential LTE patent as one that “related directly to technology that is strictly required to meet the technical specifications of the LTE standards.”

Here’s what he came up with:

  • The Nortel portfolio, he estimates, includes 4% of the “essential LTE patents,” with a value of $1.35 billion.
  • LG, he says, has 23% of the key patents, worth $7.9 billion.
  • Qualcomm, 21%, $7.3 billion.
  • Motorola Mobility, 9%, $3.3 billion.
  • Interdigital, 9%, $3.3 billion.
  • Nokia, 9%, $3.1 billion.
  • Samsung 9%, $3.1 billion.
  • ZTE 6%, $2.1 billion.
  • Ericsson 2%, $600 million.
  • Research In Motion 1%, $400 million.
  • Huawei 1%, $200 million.
  • Freescale, 1%, $200 million.
  • NEC, 1%, $200 million.

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From: Doren3/28/2012 12:54:09 PM
   of 29127
 
Google proposes Android revenue for Oracle: filing

reuters.com 

Oracle said, however, that the proposed damages from Google are too low, according to the document, which the two companies filed jointly.


------

Ouch!!!

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