Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
The facial recognition system just sounds creepy. This may pose a PR problem, assuming they can get it to work as a part of the business plan with content providers. It will take some marketing spin to get that concept accepted.
No big deal!
ARM CEO Sees Leverage Against Intel, Says WSJ
Regarding Intel’s undeniable lead in process technology — the first company to ship in high volume chips with features at 22 billions of a meter, or 22 nanometer, and the first with 3D transistors in commercial production — East was fairly dismissive. He notes that the new line of PC microprocessors using these tricks, “Ivy Bridge,” have been said to gain a mere 20% improvement in power efficiency. When Intel’s phone and tablet line of chips, “Atom,” comes to this process, East thinks the result will be no big deal.
http://blogs.barrons.com/techtraderdaily/2012/05/17/arm-ceo-sees-leverage-against-intel-says-wsj/?mod=google_news_blog
Samsung loses $10 billion market value on Apple order report
Shares in Samsung Electronics Co slumped more than 6 percent on Wednesday, wiping $10 billion off the electronics giant's market value, on a report that Apple placed huge chip orders with troubled Japanese chip rival Elpida.
What is Elpida really capable of technically?
http://www.reuters.com/article/2012/05/16/us-samsung-chips-idUSBRE84F0BT20120516
This morning Rexahn announced they are submitting a phase II protocol to the FDA for Archexin and Ovarian Cancer. I think this has to be positive news, because they can't afford another miss and they wouldn't submit this if Archexin failed in the current pancreatic cancer phase II. When Sardaxin results weren't definitive, they pulled back on Zoraxel. Well, the majority of the Archexin Pancreatic study is done, only the long term outcome awaits, they are pushing Archexin into another study. They wouldn't do that without positive results. Looks like they will finally have a hit!
IMHO, look at it yourself.
http://www.marketwatch.com/story/rexahn-pharmaceuticals-submits-archexin-phase-ii-protocol-for-ovarian-cancer-to-fda-2012-05-08
Intel CEO Sees Wireless Carriers As Way To Grow Mobile Sales
--Intel CEO sees wireless carriers as potential partners in growing mobile-chip business
--Intel has struggled with mobile, while carriers seek to optimize their wireless networks
--CEO says he would be "disappointed" if Intel isn't a major player in mobile in a few years
http://online.wsj.com/article/BT-CO-20120424-713045.html
OT: For all of the Goldman Sachs "fans" on this board, a must read...
http://www.nytimes.com/2012/03/14/opinion/why-i-am-leaving-goldman-sachs.html?pagewanted=1&_r=2
This may change the dynamics for some between PC and tablet (iPad):
http://online.wsj.com/article/SB10001424052970203436904577154840906816210.html?mod=WSJ_PersonalTechnology_LEADTop
This week, Onlive Inc., in Palo Alto, Calif., is releasing an app that brings the full, genuine Windows versions of the key Office productivity apps—Word, Excel and PowerPoint—to the iPad. And it's free. These are the real programs. They look and work just like they do on a real Windows PC. They let you create or edit genuine Word documents, Excel spreadsheets and PowerPoint presentations.
It was corrected, and the top of the article that I linked now documents the error.
Ultimately didn't touch the stock price....
Intel CEO Otellini Projects $54 Billion in 2012 Sales, Short of Estimates
http://www.bloomberg.com/news/2012-01-11/intel-ceo-projects-54-billion-in-2012-sales-shy-of-estimates.html
No, that money was for a specific anti cancer compound.
Intel Increases MPU Market Share on Higher PC Sales
http://www.pcb007.com/pages/zone.cgi?a=79263&artpg=1
Intel upgraded. A few people are starting to figure it out...
NEW YORK (MarketWatch) -- Bank of America Merrill Lynch on Thursday upgraded shares of chip maker Intel Corp. INTC -1.32% to buy from netural, and raised its price target on the stock to $27 a share, from $23 a share. Analysts also raised their 2011 profit target to $2.32 a share, from $2.16 a share. The stock has risen 10% since Sept. 13, when it announced a partnership with Google/Android GOOG -1.67% , analysts noted. "We see further upside on secular growth in servers driven by the new consumer cloud services (Apple iCloud, Amazon, Facebook), which gross margin expansion as new...products ramp," analyst Vivek Arya said in a note to clients.
I read that too after I saw him make purchases. He has been a director for a year, owned no stock, then right before phase IIb results on Serdaxin are about to be released, he buys a ton on the open market. Timing...
You wanted more???!!!??!?!? OMG, might be time to mortgage the house! He now owns 150k shares...
http://www.insidercow.com/history/company.jsp?company=rnn
Agreed, but you've got to like the timing!
Insider bought 25k shares the last couple of days just ahead of Serdaxin phase IIb results. Very bullish!
Here's a link:
http://www.sec.gov/Archives/edgar/data/1228627/000114036111045204/xslF345X03/doc1.xml
Four Directors of EMR backed up the truck and bought shares on the dip.
Very bullish move...
http://www.form4oracle.com/company?cik=0000032604&ticker=EMR
In case anyone is listening, EMR insiders are buying right now. Have a look at Edgar, and you see open market purchases.
Would be nice to see this board wake up.
Here is the link for future reference. His pumps really aren't worth much anymore IMO.
http://seekingalpha.com/author/jeremy-richards/stocktalk
From their 10-Q, they changed from a rare cancer to a more common one to ease enrollment. I think we're looking at Early 2012 now.
Phase IIa trial is a single-arm, open-label study with 35 subjects conducted at global sites in the United States and India. Archexin will be administered in combination with gemcitabine in patients with advanced pancreatic cancer to assess safety and preliminary efficacy, maximum tolerated dose, and overall survival. Archexin’s Phase II clinical trial protocol for the treatment of RCC was reviewed by the FDA, but issues with enrollment have delayed the trial. The enrollment issues were primarily due to the small number of patients that have been diagnosed with RCC and the fact that such patients are often treated with surgery instead of drug therapies. After further consideration of the trial design and the limited number of patients, there was a reallocation of resources and Rexahn reprioritized Archexin to pursue studies in pancreatic cancer.
A lot of people are crediting this:
http://seekingalpha.com/author/jeremy-richards/stocktalk
A MILLION shares aquired by Dr. Ahn (CEO/CSO.) I say they are seeing some good clinical test results. FWIW...
http://www.www.istockanalyst.com/article/viewsecfiling/articleid/5169733
I am accumulating at these levels. I believe some trial results are due in June, and I like the idea of the CEO/CSO buying about 400k worth close to results.