Napster Inc. (NAPS)

All Comments on NAPS

  • commenter
    Sep 29 03:17 AM
    My Website
    Best Buy Swallows Napster: The Perfect Deal? [view article]
    NAPSTER was trading for less than the cash it held on the balance sheet - a deal was not a question of if, but when. BBY essentially got the music business for free! Reply
  • commenter
    Sep 18 11:40 AM
    Retail Goes Digital As Best Buy Gobbles Up Napster for $127M [view article]
    As has been mentioned elsewhere, with BBY the deal is a rounding error. For Napster shareholders, who would wait years for a premium like this one, it's a tainted win. Having the management take a 10% rake is probably excessive, but not unlike the platinum parachutes granted to the ex-CEOs of Merrill, Bear Stearns, Fannie, Freddie, Lehman and AIG. Reply
  • commenter
    Sep 17 12:19 PM
    Retail Goes Digital As Best Buy Gobbles Up Napster for $127M [view article]
    This is NOT a good deal for Napster shareholders. Management cut a sweet deal for itself taking almost 10% of the total deal price in personal payouts in exchange for GIVING the company away at less than 0.4x revenue. This is a travesty and somebody needs to get the Feds involved. This kind of CEO theft from shareholders in exchange for value destruction and incompetance has to stop. Please do some diligence, discover the truth and modify your story. Reply
  • commenter
    Sep 16 11:17 AM
    Best Buy and Napster: Combination Is Doomed [view article]
    You obviously don't understand what is going on in the digital music space. You and just about every journalist and blogger capable of fogging a mirror think Apple actually offers a good value proposition and nothing else matters. Apple has nice hardware and their software interface works well -- as long as you play by their rules using their equipment. But the real reason Apple has succeeded is because the iPod and iPhone are nothing more than well concealed intellectual property burglary kits. If you don't get that, you don't know squat about the music biz, pal. Reply
  • commenter
    Aug 12 08:45 PM
    Wall Street Breakfast: Must-Know News [view article]
    For David Wright....
    What evidence to you speak of regarding commodities reversing direction lately, I'd like to smoke that pipe for awhile if I can find it-at least the high flyers of the last half yr or so, i.e. POT, MTL, MOS etc.

    See Eli remarks above "Gold, platinum, and silver hit 7-month lows on concerns of reduced demand for raw materials. Commodities descend Monday into bear territory, with S&P's GSCI index off 22% from its July 3 highs.
    Reply
  • commenter
    Aug 12 08:39 PM
    Wall Street Breakfast: Must-Know News [view article]
    Oh my God......(prayerfully) if someone would only take care of Mr. Billy Mays....you know ...promote him or sumthin, anything but get his voice and manner off the TV ....PULEEEEEEESE! Reply
  • commenter
    Aug 12 12:22 PM
    Wall Street Breakfast: Must-Know News [view article]
    This is a great way to get a comprehensive view of the market AND we don't have to listen to "Billy Mays" try to sell us anything!
    Thanks!
    Reply
  • commenter
    Aug 12 11:07 AM
    Wall Street Breakfast: Must-Know News [view article]
    LDK, which has been extremely conservative lately, lifted its full year revenue guidance by about 50%. This probably translates into more than the current 20% run up in the price. You also want to consider that all of the solar stocks were recently hit by the commodities downturn. They are all likely very near short term lows, barring a big downturn in the overall markets. Most solars have significant room to move upward. Reply
  • commenter
    Aug 12 10:53 AM
    Wall Street Breakfast: Must-Know News [view article]
    LDK has reported sequential EPS growth in each of the last 5 quarters. It seems a good bet that this will continue next quarter. Reply
  • commenter
    Aug 12 10:47 AM
    Wall Street Breakfast: Must-Know News [view article]
    SOL is in relatively the same market space as LDK. It should report great numbers also. The numbers may not be quite as good as LDK, but they should still be great. Reply
  • commenter
    Aug 12 10:37 AM
    Wall Street Breakfast: Must-Know News [view article]
    I should note that LDK's current PE went to about $39/$2.55 = 15.29 on the basis of this quarter's earnings. If next quarter is at all a repeat of this quarter, this number should go down considerably further. Assuming $1.29 EPS next quarter (which may be an underestimate???), LDK would have earned $3.47 in its most recent 4 quarters. This would translate into a PE of $39/$3.47 = 11.24. Is the stock under valued for a high growth stock? It would appear that it is. Reply
  • commenter
    Aug 12 10:25 AM
    Wall Street Breakfast: Must-Know News [view article]
    The item above on JASO is slightly misleading. Excluding one time factors. The EPS on JASO were $.15 (at analysts estimates) or $.14 on a fully diluted basis. This was a large improvement over last year. In addition guidance for the year was unchanged. This is actually very positive. It means that the future quarters this year must be expected to be great to make up for this one time item. In effect this is a raise in guidance for the rest of this year.

    How are solar stocks going to do in the short term from here? I think they are still likely to go up fairly dramatically, barring a huge short term overall market correction. CSIQ reports Wed. They pre-announced. Their earnings will be fantastic. When their early announcement is confirmed by audited results, CSIQ should go up considerably. It should also tend to lift other solar stocks. Further a number of saolar stocks are due to report next week. These should also report great results. This should push solar stock prices up further. TSL reports 8/18/2008. SOL reports 8/19/2008. SOLF reports 8/27/08. It is in the same market sector as CSIQ, so it should also do great. Barring a big market downturn, I am expecting the solar stock prices to rise for the next two weeks or more.

    The commodities prices seem to be easing, stopping, or reversing their latest decline. This should also help solar stocks. Bespoke group today cited evidence that the US dollar is overbought. A temporary correction downward in the US dollar should buoy commodity stocks temporarily. This should again help the solar stocks to move upward.
    Reply
  • commenter
    Aug 12 08:50 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Standfast beats me to the punch, as I was going to say that the earnings calendar, by hour, appears to be a few feature and is excellent. I also share don2m's comment that this is clearly a top-priority reading material every business-day morning. Reply
  • commenter
    Aug 12 08:28 AM
    Wall Street Breakfast: Must-Know News [view article]
    I agree with the above comments.
    This is an excellent site. I highly recommended it for a quick overview and the many articles, some that are just 'little gold mines' of info. Worth a read, a 5 star site for sure.
    ggillin@sbcglobal.net
    Reply
  • commenter
    Aug 12 08:08 AM
    Wall Street Breakfast: Must-Know News [view article]
    A most comprehensive overview of the world economic highlights. A great way to get an early briefing at one site. Reply