Wednesday, March 17th, 2010

It’s All About Bandwidth, Dumbass

Tuesday, June 30, 2009 at 2:07 pm

61

First of all, anyone who is long Sirius Satellite Radio Inc. (SIRI: 0.8944 -1.17%) needs to have his head examined for fractures. As the smartphone craze continues, apps like Pandora will, basically, eliminate broadcast radio and most assuredly SIRI. After all, why pay for something that you can get for free? Buy an adapter, plug it into your bberry or iPhone and PRESTO: free custom radio, sans commercials.

Speaking of smartphones, the At&t network is taxed, due to iPhone bandwidth hoggers. Currently, iPhone users take up 69% of smartphone bandwidth. That is fucking incredibly ridiculous.

http://fortuneapple20.files.wordpress.com/2009/06/picture-132.png

With that in mind, it would be a wise thing for many of you jelly fish eaters to get long stocks that provide network equipment to AT&T Inc. (T: 25.90 +0.19%) . Some names to look at: ADTRAN, Inc. (ADTN: 26.08 +3.29%) , TEKELEC (TKLC: 18.77 +1.57%) , Ceragon Networks Ltd. (CRNT: 12.60 +2.77%) , amongst others. Aside from At&t, the Verizon Communications Inc. (VZ: 30.15 +0.74%) network is stretched too, thanks to Research In Motion Limited (USA) (RIMM: 74.49 -0.88%) and other smartphone devices.

Look people, you need to start thinking on your own. I can’t do this shit all the time, feeding you bastards cogent financial advice, while spitting at technicians who support the idea of “head and shoulder” top formations. As you know, the h&s formation is as real as the Loch ness Monster.

Oh, one final tidbit of information to mention: AT&T Inc. (T: 25.90 +0.19%) is in the process of culling their network vendors, from 100’s to about 40. At the end of the day, this will be a boon for big vendors, like ADTN, Juniper Networks, Inc. (JNPR: 30.69 +0.95%) , Cisco Systems, Inc. (CSCO: 26.26 +0.42%), Starent Networks Corp. (STAR: 0.00 0.00%) , (ERIC: 10.85 -3.98%) , Alcatel-Lucent (ADR) (ALU: 3.40 -1.45%) and Brocade Communications Systems, Inc. (BRCD: 5.61 +0.72%) , while meaning doom for minor suckers like Sonus Networks, Inc. (SONS: 2.58 -0.77%) . Keep your eye on the ball son and try not to let the catcher kick you in the nuts when you’re not looking.

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Comments

61 Responses to “It’s All About Bandwidth, Dumbass”
  1. DrewDog says:

    Fly,

    Any interest in TSTR for tomorrow’s satellite launch?

    http://www.terrestar.com/

  2. TraderCaddy says:

    … and to think when I graduated college the most popular saying on a graduate’s mortarboard was Hell No We Won’t Go or Impeach Nixon.
    Different times.

  3. Free Trader says:

    Fly, will you be adding to your GLW collection today?

  4. kidstock says:

    LogMeIn - IPO tomorrow. Anyone have opinion of their product suite?

  5. The Fly says:

    no. GLW is not down enough.

  6. The V.King says:

    Chart addict..
    Riddle me this….should I raise my 16.19???(on TCK)

  7. Pete says:

    Imagine a world built on the internet. The internet backbone to the public through big towers. The internet will become wireless. For the home and mobile users. We wil get our knowledge and information through signals in the air. With breakthrough technologies the internet will become a even bigger part of our lives.

    This will happen throughout the developing world. Its cheaper to build wireless towers instead of wired infrastructure. The next big thing in technology is still the internet. Giving it greater power and access is the next step. Building the human knowledge bank with everyones contribution and big corporations.

    Fucktards like the Chinese will try to control the internet, but with the internet getting more powerful, those that are looking to bypass the walls will find it easier to get through virtually instead of physically. Knowledge will not be able to be contained. Knowledge always gets out.

    Those that hold power will be held more accountable. That is why China is so afraid of the internet. The knowledge will hold them accountable for what those in power. The internet is the enemy of dicatorships and govts that try to control the people.

    Everyone will carry a device that will enable u to charge on you phone like it was a credit card. Doctors will carry around Iphones with cameras, whenever they see a symptom they will take a snapshot, it will immediately be uploaded to a database and the remedy will be known. The uses for this technology is we have not imagined yet. It will revolutionize how the world works. It will make the world smaller.

  8. Aris says:

    smartphones are the real deal. when i was watching 3 kids skateboarding through downtown seattle, all while texting on their various smartphones, i became fairly certain that we’re in the middle of the next tech/social revolution.

  9. Milan237 says:

    @Pete you really have nothing better to write instead of your internet masturbation fantasy … jeez i want 3 minutes of my life back.

  10. OO says:

    We rally on the close.

  11. Pete says:

    LOL @ Milan.

    Its the big picture. The economy boomed with the introduction of the internet. Now we will expand it and bring more people together. We will use it for more then just porno. So many people dont understand how big this is. With this new ability, people will create more and invent new technologies because knowledge can be moved around so easily. Things we havent imagined of yet will come out of small groups of people and not corporations copyrighting every little nut and bolt. Its all about knowledge. The internet lets us connect to each other without any boundaries.

  12. Free Trader says:

    Fly, in your list of companies above, I do not see Sprint in the mix. Are they not any good. They’re advertising for the 4g already.

  13. The Fly says:

    S is a provider. I am more interested in names that take money from Sprint.

  14. The V.King says:

    Excuse me Pete but are you a Cheech and Chong movie extra? TCK 20,000 limit 16.19 Addict I ask again …i’ll move my limits to 16.23 and buy everyone PPt access for the month

  15. The Fly says:

    BEARS ABOUT TO GET GORILLA STOMPED.

  16. The Fly says:

    Vking

    Go to CA’s blog in order to ask CA questions, dumbass.

  17. TraderCaddy says:

    Now I know the name behind V.King.
    Calvino?
    Long time no read.

    On second thought, maybe not since I never understood Calvino.

  18. The Fly says:

    No. V.King is someone else, someone far more nefarious.

  19. The Fly says:

    MVIS!!!!

    anyone have an appetite for MVISW’s?

  20. GW says:

    Mama must be proud of the CALCULATOR BRAIN ! Nice post. I’m in on all of them the next time the market crashes.

  21. TraderCaddy says:

    That would be Personality number two (the bullish one) of Devil Dawg .

  22. TraderCaddy says:

    MVIS 3-4% away from 52 week high.
    Who would have thought?
    Has the clown who runs the company ever bought any stock?

  23. somedummas says:

    V.King is terranova??!!

  24. Joe says:

    I think market rallies into close but I still wouldnt want to own these tech companies most here seem to be in love with.

    My wife and kids are watching tha Mariners@Yankees today rooting for the Mariners. Is this safe? Are yankee fans tolerant of this kinda behavior. I am a little worried.

  25. Bad News Bears says:

    Zen Profit posted this article earlier… Its one hell of a good read.

    http://zerohedge.blogspot.com/2009/06/goldman-sachs-engineering-every-major.html

  26. The Fly says:

    GOLDMAN SACHS KILLED KENNEDY.

  27. Cash-N-Guns says:

    Terranova will be parking cars at Coney Island soon..fucking idiot….Kim Jong what ever the fuck his name..Korean little shit…being strapped to a missile as we speak..sunglasses and all..

  28. The Bear says:

    Oh Fly…you call this a gorilla stomping? Rate of delinquincies of the LOWEST-RISK mortgages doubled this past month….thems are some green shoot fur sure.

  29. TheArtist says:

    texting is for teenagers…… the only abbreviations I want to see on my phone is BYOB…..you can keep all that other shit for your kids….

  30. Fly, I have a feeling the bears won’t be stomped today. But perhaps the bulls will be.

  31. The V.King says:

    Well played Fly ….well played. I remember you well my old friend and I truely love what you did to Hugo Chavez’s Venezuelan polo team horses a few months ago. Very fine indeed. I see your still working with our friends at the NSA…
    But please know I am here only to make money ….. I toast you my dear friend.
    I hope everyone here knows just how lucky the truely are….

  32. TraderCaddy says:

    … and they killed Oswald, Jack Ruby and Michael Jackson.

  33. somedummas says:

    From now on, I’m going to strictly trade against terranova. I’m going to be rich bitch!

  34. somedummas says:

    (damn, I am a dummas… split infinitive and all…

  35. The Fly says:

    TERRANOVA CYCLONE RALLY!

  36. Bad News Bears says:

    LOL @ Goldman Sachs killing Kennedy…..

    Wait… You think??

  37. Shultzy says:

    Fly,

    Spring is over…time to change your underwear and your investment thesis….both are starting to stink.

    Schultzy

  38. Cash-N-Guns says:

    Bull goat fucking shall commence with in the next few days…every shitlip i hear is long…fuck dennis kneale, kudlow, cramer, dick bove..joe terranova..pete the gay fuck najarian…zack karabelle..hahahahahha

  39. WardandJuneCleaver says:

    We hear that Goldman Sachs also killed Harry Truman and Marilyn Monroe.

  40. somedummas says:

    Cash,

    You left out Guy. Don’t forget Guy.

  41. JakeGint says:

    My wife and kids are watching tha Mariners@Yankees today rooting for the Mariners. Is this safe? Are yankee fans tolerant of this kinda behavior. I am a little worried.

    If you are in Yankee Stadium, they are fine. You aren’t in Philadelphia, you know.

    ____

  42. Dicey says:

    @Joe

    Trust me, I am at much greater risk of abuse as a Yankees fan when I head down to Safeco than your family is. We are a loud and obnoxious but - ultimately - fairly tolerant bunch by comparison.

  43. ManuelStop says:

    MVIS/HIMX have my surprise sleepers this week (6/17)–

  44. The Fly says:

    GOLDMAN SACHS IS THE ANTICHRIST.

  45. Cash-N-Guns says:

    somedummas…thanks..! Guy hasnt been right for so long I forgot..maybe he can replace Billy Mays…and that sour looking skank Karen fFinerbitch..

  46. ToddinFL says:

    “while spitting at technicians who support the idea of “head and shoulder†top formations. As you know, the h&s formation is as real as the Loch ness Monster.”

    The H&S formation isn’t valid ?

    I’m ruined …

  47. The V.King says:

    H&S is Shampoo…TCK ….I demand you go threw my limit before the close.

  48. Bad News Bears says:

    Indeud (sic) they are

  49. ToddinFL says:

    Wondering IF Goldman Sachs is also responsible for stopping the decline for the SPX right on 666.

    Isn’t that something …

  50. Cash-N-Guns says:

    just got a new shipment of LWRC AR-15 - 6.9spc caliber…Fuck my dickhead neighbor…happy 4th of July mutha-fucka…

  51. The V.King says:

    Bad News …again I apologize but english is not my first language. Now I am off to do Aquatic leg lifts and heavy arm weights.

  52. The Fly says:

    GET GORILLA RAPED;short stocks.

  53. not your mothers chainsaw says:

    I like rhapsody streaming music service. That is, great idea, poor execution.

    If you old fogies are only NOW coming around to everyone having a smartphone in their pocket, better stick to early birds and matlock. What did you think convergence was?

  54. Cash-N-Guns says:

    Get Goat fucked…keep buying shit bank stocks…ooopss..we still own CDO’s..oh shit…

  55. ToddinFL says:

    At the appropriate time, I’ll be crop dusting the group with remnants of ‘mythical’ H&S formations.

    Carry on …

  56. Aris says:

    “”The Fly says:
    June 30, 2009 at 3:08 pm

    TERRANOVA CYCLONE RALLY!”"

    hahahahahahahaha

  57. The_Real_Hmmmm says:

    V.King is probably philfrombrazil. Dispatch GS to take care of him.

    Goldman Sachs invented the pinball machine to steal money from children in ice cream stores. ALL CASH BUSINESS.

  58. JakeGint says:

    TCK ….I demand you go threw (sic) my limit before the close.

    Sure spells like Chuck.

    ____

  59. The V.King says:

    Jake

    I’ll do my best to spell better. Now go work the grill and make those fries xtra [sic] tasty. And congrats[sic] for mastering microsft word …..Also sorry nobody comments on your stupid blogs….I can’t wait for the Fly to come to his senses and knocks out your yellow teeth.

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