Category Archives: tech-telecom-markets-macro

Just seemed pointless to waste any more words on the shutdown.  So commentary a networking company’s earnings call that may not be of general interest. Got through the Adtran (ADTN) transcript.  The stock was off around 12% after their call. … Continue reading →

So after a lot of noise and shouting, Arizona, Utah, and North Dakota are among the states that are now paying to keep the National Parks within their borders open. My humble suggestion is that they should KEEP paying to … Continue reading →

So basically the entire shutdown/default crisis has been handed to Harry Reid.  He either gets ALL he wants (unlikely) or MOST of what he wants (likely).  And he can probably find a way to humiliate Ted Cruz (with the Senate … Continue reading →

So I’m sitting there watching the Raiders play the Chiefs when my wife comes running.  Turns out that we have a pretty ginormous kitchen fire going on just 10-15 yards right behind me in a totally open kitchen/living room set-up. … Continue reading →

Google just amended its terms of service for Google + to allow them to use your name and photo for product endorsement.  I’m going to ignore the whole associated privacy nightmare and focus on the bone-headed, bumbling, brain-dead business judgement. Google + … Continue reading →

So Obama decides to play hardball – refusing to accept a debt ceiling raise without an end to the shutdown.  It was the obvious position to take, but not a given based on Obama’s record of compromising with himself.  Why … Continue reading →

According to my latest calculations, the S&P 500 has at least 143% upside to 4,000 in order to reach the historical average ratio of earnings yields vs the 10 year treasury.  It could go up closer to 300% to 6,700. … Continue reading →

So looks like the market is having its debt ceiling freakout.  The main question is whether it goes to the 150 day (1640 on the S&P500) or its 200 day (1600).  My best guess is that we hold around 1640 … Continue reading →

Yosemite Park is closed by the shutdown, but I just figured out the main highway through (Hwy 120) is still open.  Although you can’t stop over.  All that means very little traffic, GREAT driving & awesome scenery. And then I … Continue reading →

It could be a good year for positive “surprises” from Cisco.  This quarter (ends October, reported early November) marks the start of their Fiscal Year 2014.  Chambers is age 64 going on 65.  And Cisco plainly needs new leadership. I … Continue reading →