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1.  Kevin&&39;s removal/departure took a year 
longer that it should have. That tells you something about how decisive the Board was! Is the Board proactively soliticng ideas from the team yet??. With Kevin gone all...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  adam.com, Inc. (ADAM)
  zumwalt128   1-Feb-10 11:01 am
 
2.  Bain to make major changes in 
January?
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  Princeton Review, Inc (REVU)
  zumwalt128   28-Dec-09 12:02 pm
 
3.  Marriage with LULU as Morgan is 
is among largest shareholders of both??
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Abercrombie & Fitch Co. (ANF)
  zumwalt128   23-Dec-09 05:43 pm
 
4.  A deal with ANF would be a good fit 
and offers significant operational, logistics, supply chain and real estate cost benefits. Maybe $30 million savings within first 24 months. A finacial benefit also. Both...
Business & Finance > Investments > Stocks (A to Z) > Stocks L  >  Lululemon Athletica Inc.
  zumwalt128   19-Dec-09 12:41 pm
 
5.  ANF strategic acquisition of LULU 
is a good fit and offers significant operational, logistics, supply chain and real estate cost benefits. Maybe $30 million savings within first 24 months. A fin acial...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Abercrombie & Fitch Co. (ANF)
  zumwalt128   19-Dec-09 12:40 pm
 
6.  Boston Scientific possible 
acquiror--IRIS market value flat while portfolio of opportuities has increased significantly in past 24 months. 30-40% acquistion premium possible in my opinion.
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  IRIS International, Inc. (IRIS)
  zumwalt128   18-Dec-09 11:31 am
 
7.  overhang from potential 65% 
shareholders will keep lid on stock for 2-3 qtrs??
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  China Real Estate Information Corporation
  zumwalt128   18-Dec-09 11:29 am
 
8.  ELON vulnerable to ITRI bid to 
acquire?
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Echelon Corporation (ELON)
  zumwalt128   16-Dec-09 10:38 am
 
9.  Re: Salesforce should Buy ULTI! 
Paychex is the natural buyer. Scott would then be in line to be PAYX CEO. Timing--this coming spring in my opinion.
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Salesforce.com (CRM)
  zumwalt128   11-Dec-09 11:35 am
 
10.  LULU stock doubles next 24-30 months 
Management continues to expect to open 15 stores in 2010 and maintained its ultimate store goal of 300. Additionally, LULU expects to open 25 showroom locations by the end of...
Business & Finance > Investments > Stocks (A to Z) > Stocks L  >  Lululemon Athletica Inc.
  zumwalt128   10-Dec-09 11:47 am
 
11.  SAP activity to boost CNQR market 
share. AS SAP talks about CNQR type service in 2010 the net result will be to educate european customers about CNQR and evaluatons will result in large marke share gain for CNQR. DUMB move on SAP part and will hurt their...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  Concur Technologies, Inc. (CNQR)
  zumwalt128   10-Dec-09 11:35 am
 
12.  Why isn&&39;t SAP a SHORT if 
in 2010 and 2011 it will suffer exisitng customers transferring to its own feeble SAAS offerings and as they encourage existing customer to study SAAS some will leave to join CRM and CNQR...
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  SAP AG (SAP)
  zumwalt128   9-Dec-09 03:39 pm
 
13.  What percent of the revenues are 
recurring from software as a service model?
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  Tyler Technologies, Inc. (TYL)
  zumwalt128   6-Dec-09 01:50 am
 
14.  Web Services takes VPRT to $70 in 
first quarter. Superb team working on this new recurring revenue , "sticky" , hughly visible, high margin new growth business. Can be $100 million buisiness in 24 months.
Business & Finance > Investments > Stocks (A to Z) > Stocks V  >  VistaPrint Ltd. (VPRT)
  zumwalt128   2-Dec-09 10:58 am
 
15.  Dreamforce SF annoucements 
will rally the stock above $70.
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Salesforce.com (CRM)
  zumwalt128   16-Nov-09 01:26 pm
 
16.  Tuesday $70 San Francisco 
Dreamforce event will be awesome this year with important annoucements, new customers and increased visibility. More analysts expected to attend.
Business & Finance > Investments > Stocks (A to Z) > Stocks S  >  Salesforce.com (CRM)
  zumwalt128   14-Nov-09 05:51 am
 
17.  Ottelini blindsided by Cuome-20months 
A major problem Greater than EU investigations. NY Attorney General Cuomo and an army of lawyers and investigators have been working on Intel anti-trust case...
Business & Finance > Investments > Stocks (A to Z) > Stocks I  >  Intel Corporation (INTC)
  zumwalt128   4-Nov-09 11:21 am
 
18.  Maybe stupid to buy on spin off 
kowing E house has a lo tmore stock to sell or distribute....wait 6 months and see how the merger and accounting settles out?
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  China Real Estate Information C (CRIC)
  zumwalt128   30-Oct-09 09:53 am
 
19.  Elixia with TMP out of Australia will 
revolutionize cosmetics industry with first major scientific improvement in 30 years. Truly better perfomaing skin penetration with superior resuls. Five producst launching. Will an Avon...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Avon Products, Inc. (AVP)
  zumwalt128   27-Oct-09 08:33 pm
 
20.  A triple since March- thanx Obama 
ELON could get a lot of business in 2010 with grants directly and indirectly to be announced by Obama today. Anyone see Al Gore in the background...
Business & Finance > Investments > Stocks (A to Z) > Stocks E  >  Echelon Corporation (ELON)
  zumwalt128   27-Oct-09 12:57 pm
 

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