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To: stock bull who wrote (110424)3/15/2011 4:30:24 PM
From: Doren
   of 172148
 
> They said they may use helicopters to pour water on the most critical reactor, No. 4, within two or three days, but did not say why they would have to wait to do this.

Because to get that close the pilots are probably going to risk getting a big dose of radiation, in fact the entire helicopter will probably become contaminated.

Fire hoses pumping seawater were desperate. Helicopters are REALLY desperate.

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To: Doren who wrote (110425)3/15/2011 4:39:32 PM
From: stock bull
   of 172148
 
Anyway you look at it, it's a desperate situation. Dealing with nuclear material is not fun. If we watch Asia tonight, it should give us a good idea as to how the US markets will perform tomorrow.

By the way, Apple got turned back from the 50 dsma.

Stock Bull

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To: stock bull who wrote (110424)3/15/2011 4:40:32 PM
From: Sr K
   of 172148
 
It would be helpful if you included the time of that Reuters report.

From the percent changes (GE "fell nearly 4 percent" but it ended down 1.56% or about 40% of the panic at the open), it looks like it is based on the U.S. markets at about 10 am, or earlier. The U.S. pre-market was even worse for many stocks, especially AAPL.

Look at a chart of EWJ to see how the U.S. market reaction improved through the day.

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To: Sr K who wrote (110427)3/15/2011 4:54:31 PM
From: stock bull
   of 172148
 
The report was released this morning. I didn't notice any time stamp. But, I didn't look for it. Sorry.

The markets made a very significant recovery today. The negative is that the markets went down into the close.

Japan will be opening shortly. Nikkie futures down 35 points. So, their opening may not be that "bad". It's now 5:54am in Tokyo.

Stock Bull

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From: Road Walker3/15/2011 5:48:08 PM
1 Recommendation   of 172148
 
AT&T offering free month of iPad data service
By Steven Sande posted Mar 15, 2011 1:05PM


Have a new iPad 2, or even one of those dusty, slow, and fingerprint-smeared original iPads? If you have the AT&T 3G model, the mobile carrier wants you to try out "the Nation's Fastest Mobile Broadband Network" for free for one month.

According to an email making the rounds to AT&T customers, you can get a free month on the iPad 2GB data plan (normally US$25). There's no commitment, early termination fee, or activation fees associated with the offer.

To take advantage of the offer, you just need to contact AT&T at 1-888-237-5888 or visit an AT&T Store. You cannot access the offer through on-iPad activation.

To avoid being charged $25 monthly after your free month of service is up, you just need to cancel the service prior to 30 days after activation or before you use 2 GB of data. That can be done through the AT&T My Wireless Account web page, visiting an AT&T Store, or calling the toll-free number listed above.

Free is a good thing. If you have a 3G GSM iPad that isn't currently using an AT&T data plan, this is your opportunity to take advantage of at least one month of service at no cost.

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To: Emile Vidrine who wrote (110422)3/15/2011 7:22:33 PM
From: Frank Walker
   of 172148
 
Charlie Rose yesterday had an iPad 2 discussion with Walt Mossberg and David Carr. Online now. Haven't watched yet so can't say how interesting it is. 28 minutes.

charlierose.com 

btw I haven't seen the new iPad yet, does the white one look cooler? Mossberg said in his review it had a more lightweight appearance.

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To: Frank Walker who wrote (110430)3/15/2011 7:34:35 PM
From: Sr K
   of 172148
 
I saw the last 10 minutes of it last night.

At the end of the segment, when asked who will prevail in tablets, he says "Android" because it's a superior OS.

Watch the whole thing or at least the end.

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To: clean86 who wrote (110421)3/15/2011 7:48:21 PM
From: slacker711
1 Recommendation   of 172148
 
Touch screens are manufactured in Korea or China with the big provider being Samsung.

They may also be coming from Taiwan but not absolutely sure and Slacker probably knows more.


I dont have any special insight into the issue, but from what I can tell both the LCD's and touch panels for the iPad/iPhone are supplied from various sources in Korea/Taiwan. Apple has supposedly prepaid for LCD's from Toshiba and Sharp at the beginning of the year but I doubt that they have been brought on-line.

In terms of real component shortages, I think it is going to be more about things we have never heard of....there is a report that Qualcomm uses Mitsubishi Gas Chemical for some resin in their chips. Who knew? and who knows how difficult it is to find a 2nd source?

Slacker

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To: Sr K who wrote (110431)3/15/2011 8:24:14 PM
From: Frank Walker
1 Recommendation   of 172148
 
I saw the last 10 minutes of it last night.

At the end of the segment, when asked who will prevail in tablets, he says "Android" because it's a superior OS.

Watch the whole thing or at least the end.



I didn't see that comment about Android at all, but I've only seen the online version, maybe the TV version had some extra time and comments.

I'd be surprised if either one said anything as Android positive as that. Both Mossberg and Carr are quite iPad positive it seems to me. Although Mossberg did say that Android had become the big competitor to Apple in smartphones, he didn't say that about tablets, and both guys said the iPad has a huge lead that will be hard for competitors to overcome.

btw here's Walt Mossberg's iPad 2 review that he released last week:
online.wsj.com 

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To: Frank Walker who wrote (110430)3/15/2011 10:21:28 PM
From: JohnM
   of 172148
 
Charlie Rose yesterday had an iPad 2 discussion with Walt Mossberg and David Carr.

If you value Mossberg's and Carr's observations, it's quite good. I do and found it interesting.

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