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"bullseed".
ick.
NO POLITICS, RIGHT???
so give it a break already. so they didn't rubber stamp our policy. cool, we tolerate differences as a nation, right? isn't stopping us from doing what we want to do, correct?
well with all this "short covering", i'm surprised i *still* couldn't get shares of cree to short ... must be one heck of a lot of shorts sitting on that one.
"if it does, I see a huge rally coming, well over 25% on the Naz..."
wow, 25% on the nazdog would be almost 1700. i find that hard to believe ... but i'm prepared to be amazed. would be a wonderful shorting opportunity.
"I think you're right. I definitely think something big happened on Friday that was immediately hushed up for one reason or another."
the only ones who got excited about that 'news', its seems, were market participants. so perhaps it was just what it was: a market event, similar to all the other rumors that are generated to move the market ...
"The comment about the statue of liberty was a joke. Hope I didn't offend anyone."
not sure if i was offended. did you mean: destroy it because it was a french gift? or: destroy it because what it has symbolized is, or should be, dead?
> so the only profitable shorts are those who short in very small
> sizes and average up.
well, that's been (practically) my only strategy since july 01. (and, of course you forgot, "ease out of one's position" on the way down). but doing even that takes quite a bit of risk tolerance, as i've learned. especially when you do it with high beta stocks ... :-P
> I am 100% UOPIX ....
> Capital preservation is most important ....
how are these mutually consistent statements?
"Too bad Bush won't use the 30 billion to improve education, add police, or to payback the social security fund ..."
well, i'm a big advocate of using that $30B to lure california, and hence the entertainment industry, into the 'coalition of the "willing"' .... just one californian's opinion, though ....
"thats nice..i'd think about covering here..."
oh. nah.
7.50 is good. i'd short it again there. (which is where i'm short from now ...)
re klic
come on, klic has been announcing every order they get ...
though i don't blame them, short interest is somewhere north of 20% of the float, methinks ...
re brks
thanks. i was wondering whether i should cover or not ...
hey, what ever happened to regulation FD? laff.
okie dokie. thanks.
mlsoft, do you make anything of the big move down on brks, or do you no longer follow it?
OT Train Guy
this is kind of old, but i didn't notice earlier ....
I've been trying to come up with a solution that doesn't totally disable flash ...
i think the one solution that fits your problem - though maybe not what you're looking for - would be to switch to mozilla or a mozilla based browser (new netscape, mozilla, phoenix, etc.) and apply the "fix" in the link i provided: it specifically looks for things that look like flash ad's and omits them, but does not omit all flash. (i.e. just appropriately shaped/placed ones).
sigh. software is infinitely configurable, but most vendors don't expose all of those options to the user.
OT debka
debka has been reporting us/british operations inside iraq for over a year, though .... http://www.debka.com
so is there someone here who understand metals who might have some insight on the silver lease rates and implications thereof?
http://www.kitco.com/charts/s_leaserates.html
OT: "buy gold latinum and give it to your children"
well, from ds9, we know that latinum is a liquid (morn drank it and kept it in one of his stomachs). the gold is just a "binder". (gold-pressed latinum).
OT "there certainly are many that make much better donuts"
ah, but the hot/fresh glazed raised donuts are pretty much unique (unless you get to your favorite donut shoppe when they're baking).
however, that said, they're WAY too sweet for me. kinda like fried cotton candy.
OT Train Guy
if you're using internet explorer, i think the best you can do is set your security options to have it prompt you on whether to run flash when you encounter it. unfortunately, i think on ie, this is either an all or nothing option (affects all plug-ins similarly):
http://www.hypervivid.com/advisories/shockwave-privacy.html
if you run the opera browser, you can selectively disable and reenable flash, or any other plug in:
http://www.tntluoma.com/opera/beyond30/000058.html
if you run mozilla, netscape or phoenix (my favorite), you can do just about anything ...
http://www.macosxhints.com/article.php?story=20021127061854547
"The only thing that makes me feel worse than being short, is when I imagine what it must be like to be French".
short has been extraordinarily profitable to me. does this mean i should try sniffing some coq au vin next?
Softie,please reference these types of comments with OT so I don't waste my time.
agreed. same goes for rah-rah's from the other side of the aisle. i get enuf propaganda from the media, thanks very much ...
"Main problem with the set-up is finding the cursor."
http://www.steelblue.com/WinEyes/
You missed xeyes when work moved you from UNIX to Windows. But now you can have him back.
xeyes draws two "eyes" which follow the mouse pointer around as it moves! Not the most useful X client, but entertaining nonetheless.
:-P
"How else can one explain the fact that Iraq is this year's head of UN Disarmament Commission [...]"
i'll take a crack at this. the position is doled out alphabetically; iran withdrew, leaving iraq in that role.
"Our money should not be used to fund those that hate us and want to see us destroyed."
yah, our money is better spent dropping a couple hundred tons of military hardware on them ...
i'm restraining myself here ... i thought i read something like "politics on the politics board ..."
OT. "Still doesn't make much sense, tho."
The annotated "American Pie".
http://www.urbanlegends.com/songs/american_pie_interpretations.html
> Msft Windows?what version? [...]
> Currently on 180MHz Mac clone/dsl and it is time to upgrade.TIA redhot
the best software for a trader may be on windows, but - sigh - going from a mac to windows is going to feel like taking three giant steps backwards. (nevertheless, i muddle through with linux ... on principle, and since that's generally where i'm more productive, even if i have to use a java program for rt quotes and spreadsheets for the rest ...) you'd probably at least be happier on an osX machine. (with one of those cool huge flat panel monitors as well. although personally i prefer 2 smaller ones. cheaper too.)
"i cant beleive dell isnt in trouble with everyone else in sector having troubles and keeping asps up and seeing margins down...."
yeah, and their "dude we're gettin' a dell" boy just picked up on marijuana possession ... :-P
"See the bubble."
but clearly on that timescale the chart deserves to be logarithmic ...
"He is a breath of fresh air as far as I am concerned, even if I do not agree with all his policies."
c'mon guys, no politics. your fresh air is someone else's intolerable stench.
I just didn't know where Jim was coming from and why he called me a name. "Namaste" I don't know what that is but it sounds like it's french for something bad.
-------
http://www.flex.com/~jai/articles/namaste1.html
For, Hindu(s), of course, the greeting of choice is "Namaste,"
the two hands pressed together and held near the heart with the
head gently bowed as one says, "Namaste." Thus it is both a
spoken greeting and a gesture, a Mantr(a) and a Mudr(a). The
prayerful hand position is a Mudr(a) called Anjali, from the root
Anj, "to adorn, honor, celebrate or anoint." The hands held in
union signify the oneness of an apparently dual cosmos, the
bringing together of spirit and matter, or the self meeting the
Self. It has been said that the right hand represents the higher
nature or that which is divine in us, while the left hand
represents the lower, worldly nature.
In Sanskrit "Namas" means, "bow, obeisance, reverential
salutation." It comes from the root Nam, which carries meanings
of bending, bowing, humbly submitting and becoming silent. "Te"
means "to you." Thus "namaste" means "I bow to you." the act of
greeting is called "Namaskaram," "Namaskara" and "Namaskar" in
the varied languages of the subcontinent.
OT: shuttle
since there are so many followers here, here are some cool links (off of slashdot ...)
this is the aviation week story ...
http://spaceflightnow.com/shuttle/sts107/030207avweek/
this is a very detailed (and frequently updated) faq of everything from data to theories to speculations ...
http://www.io.com/~o_m/columbia_loss_faq.html
Noticed similar semi momos like sndk and cree holding up.
i wouldn't read too much into cree's "holding up", since it gave up 10% yesterday ...
ot shuttle ...
http://www.sfgate.com/cgi-bin/article.cgi?f=/c/a/2003/02/02/MN221641.DTL
well there is someone who claims to have captured an odd photo of the event ...
on a lighter note ...
BUSH ACCUSES SADDAM OF HIDING ONE MILLION U.S. JOBS
Warns Iraqi Strongman: Make Stock Market Go Back Up, Or Else
Promising the nation that he would shift his attention to the U.S. economy with “laser-like intensity,” President George W. Bush used his State of the Union address tonight to accuse Saddam Hussein of hiding over one million American jobs somewhere in Iraq.
“We have intelligence information indicating that Saddam has hidden these jobs in so-called ‘dual use’ facilities, out of the reach of U.N. inspectors,” Mr. Bush said.
In another statement on the economy, Mr. Bush said that over the last two years Saddam Hussein had systematically made the stock market go down and demanded that the Iraqi strongman "make it go back up to where it used to be -- or face the consequences."
Mr. Bush added that Saddam, through his proxies, had cooked the books at such U.S. corporations as Enron, Tyco, and WorldCom, forcing “dozens of innocent American CEOs into humiliating perp walks.”
The President said that he had been patiently waiting for the stock market to go up, but its flagging performance in recent weeks had left him with no alternative but to invade Iraq.
Turning to the subject of unemployment, Mr. Bush said, “Everything would be better if Saddam Hussein were unemployed.”
White House press secretary Ari Fleischer said that the State of the Union Address proved that the President was “totally focused” on the economy, adding, “The President’s message couldn’t be clearer: ‘It’s the economy, Saddam.’”
Mr. Bush’s three-point economic plan, as unveiled in the State of the Union Address, aims to stimulate economic growth by removing Saddam Hussein, removing Saddam Hussein and removing Saddam Hussein.
http://www.borowitzreport.com/archive_rpt.asp?rec=496
This article is just a rehash of the case which was tossed out by the CAFC.
it is? gee, reads like an overview of the history of related issues to me.
In addition, the phony JEDEC fraud charge gave the FTC the next way to go after Rambus.
phony? hmm. well they did convince a jury of it initially, so i can't be entirely phony or obviously false. notice they explicitly bow to virginia law in analyzing the "disclosure duty" as a finding of fact and not of law ...
So you see, we owe the FTC case against Rambus to Judge Payne flawed rulings.
bah. the issues were raised way back to hynix, and there were rumors floating about back in spring 2000 already that everyone and his brother was getting ready to request an ftc antitrust case: this, you might remember, is when rdram was still in the race ...
Of course, those of us who have been following the case for the duration are not at all surprised by the FTC action. Especially after hearing of the close ties between Micron attorneys and the FTC and even blood ties to hierarchy of the FTC.
well, it'll be a sad day in the industry, i'm sure, if rambus succeeds. although you have to admit, its sort of like cutting off your nose to spite your face ... i mean, best case is they get the estimated $1B over the lifetime of the patent. but then, who's going to work with them again? so a one-trick pony ...
Incidently, Rambus discovery has been building a RICO price fixing and market manipulation case against certain MM's.There also is a Department of Justice Investigation ongoing against the MM's at this time as you probably know.
nope, i don't know. i've never owned, shorted nor traded rmbs stock or options. too much of a gamble. unlike qcom, in the old days ...
The bottom line is the CAFC rulings have completely gutted any FTC cause of action against Rambus.
well, what i read from the ftc is this:
"By allegedly concealing this information, in violation of JEDEC's operating rules and procedures, and through other alleged bad-faith, deceptive conduct, the complaint charges that Rambus purposefully sought to, and did, convey to JEDEC the materially false and misleading impression that it had no relevant intellectual property rights," the FTC said.
http://www.internetnews.com/infra/article.php/1368141
so whatever the ftc decides to do about the disclosure duty (and note the assumptions that the cafc makes on these re virgina law, on the second or third page), they apparently still have part of their case coming from "other alleged" stuff.
anyway, we'll see.
"The CAFC has already ruled that RAMBUS did it disclosure duty under JEDEC rules. ... The FTC can invoke antitrust over patents if and only if Rambus obtained the patents by fraud or if they filed a "frivolous" infringement suit."
well, i'm not a lawyer, nor do i play one on tv. and surely i trust lawyers to live down to their reputations; so i'm sure anything could happen here. nevertheless, i'll just add this: ftc can and has invoked antitrust in many situations involving disclosure and the standards settings process. after all, the whole process of setting industry standards already has antitrust written all over it; so the whole process has always had great ftc scrutiny. the fraud charge here was a new twist; i don't see why you're saying its an "if then".
here's a cute wrap-up.
http://www.duanemorris.com/publications/pub691.html
otherwise, your arguments seem to favor an investment in rmbs. though for me: well, this is a traders' board and i wouldn't compete with traders on an investment. but then, i probably wouldn't invest in a company that's suing most of its customers either ...
> the FTC is "sold" to MU
oh, come on. there's an issue here and its unresolved. it was there in the dell case (which led rambus to withdraw from jeded) and it is there in kingston vs sun and its there in the world vs rambus.
> marc faber
along those lines, fleckstein recommends his new book.
roundtable: this is a link to part 3. way at the bottom there are links back to parts 1 and 2.
http://online.wsj.com/barrons/article/0,,SB1043459686648397144-search,00.html?collection=barrons%2F3...
> The FTC, like Judge Payne, bought into the "fraud" argument
> precisely because the FTC attorneys have little experience in
> seeing the little guy robbed of IP.
then why did they buy the sun case?