K Wave Rider Posted January 14, 2010 Report Share Posted January 14, 2010 Looks like somebody fat fingered the NQ... Link to comment Share on other sites More sharing options...
mdporter Posted January 14, 2010 Report Share Posted January 14, 2010 I'll get off my butt and throw a kit together. it would be good to know exactly where to look for a flashlight, anyway. A pump and a water can is not a replacement for actual water, etc.... Since you live in Oakland, you owe it to yourself to be well armed & trained. Link to comment Share on other sites More sharing options...
psyche doctor Posted January 14, 2010 Report Share Posted January 14, 2010 I'll get off my butt and throw a kit together. it would be good to know exactly where to look for a flashlight, anyway. A pump and a water can is not a replacement for actual water, etc.... You could pull water out of a pond, stream, mud puddle, a toilet , or practically anywhere and the Berkey would purify it. Link to comment Share on other sites More sharing options...
Drano Posted January 14, 2010 Report Share Posted January 14, 2010 I'll get off my butt and throw a kit together. it would be good to know exactly where to look for a flashlight, anyway. A pump and a water can is not a replacement for actual water, etc.... Good, glad to hear it. By the way, if you're a CostCo member, you can get pre-packed emergency kits inexpensively. They have basic stuff like flashlights, bandages, work gloves, whistle, etc. but interestingly includes some long shelf-life food bars, and several packages of sterilized water that is good for a couple of YEARS. If you needed this at home, you could run it through your water filter just to be sure. Nice to have it in a pack that you can just take with you if you need to leave. They have small ones, and much larger "family sized' ones that can keep 4 people going for several days. I have a water filter, there's a large pond about half a mile from my house. Or, in winter, I can melt the non-yellow snow. But, I have bottled water, because in a disaster you can't count on being completely healthy and uninjured. And I'm lazy. The other thing you should remember is -- if it is an emergency involving something like a possible dirty bomb, you will NOT want to be going outdoors for water. Link to comment Share on other sites More sharing options...
Drano Posted January 14, 2010 Report Share Posted January 14, 2010 You could pull water out of a pond, stream, mud puddle, a toilet , or practically anywhere and the Berkey would purify it. as in my comment above, what if a crop duster or dirty bomb has made going outside dangerous? Don't forget about your water heater -- that's a lot cleaner water than your terlet bowl. Link to comment Share on other sites More sharing options...
alceringa Posted January 14, 2010 Report Share Posted January 14, 2010 I don't see the reason for the animus. Intel has a decades long history of near criminal behavior with customers, suppliers and competitors. In their daily dealings, Intel Executives tend to have an "I'm Intel and if you don't like it, sue me" approach to discussions. Intel also has been and will continue to be a leader in shipping both jobs and advanced manufacturing technologies off-shore from the USA, to the disadvantage of USA workers and taxpayers. Intel is a successful company, but my opinion is that the world would be a better place without the Intel monolith. Technology would be cheaper and more advanced if Intel didn't have a strangle hold on microprocessors. Link to comment Share on other sites More sharing options...
psyche doctor Posted January 14, 2010 Report Share Posted January 14, 2010 as in my comment above, what if a crop duster or dirty bomb has made going outside dangerous? Don't forget about your water heater -- that's a lot cleaner water than your terlet bowl. 40 gallon water heater works great, but not for those folks who have the tankless version. Link to comment Share on other sites More sharing options...
K Wave Rider Posted January 14, 2010 Report Share Posted January 14, 2010 ES 1137.50 marks the spot for the strange trade a couple of days ago....also coincides with big pivot on my stuff.... Does it seem odd to anyone else that such massive number contracts went off with out moving the market at all? Link to comment Share on other sites More sharing options...
Grand Poopercycle Posted January 14, 2010 Report Share Posted January 14, 2010 Intel had operating earnings of 55 cents per share. They took a charge to settle a lawsuit with AMD which is where you get the 40 cents per share earnings. > Gross margin @ 64.7, v 53.1 a year ago & 61(+/- 3) forward spin. Continued to suck > blood from employee & supplier turnips. More great corporate citizenship. I've written extensively on this in the past. Every two years, Intel does a process shrink. When they do this, their variable costs are cut in half. At 90 nanometers, they can fit so many chips on a wafer. At 65 nanometers, they can fit twice as many chips on a wafer and they will increase their yields as bad spots on wafers affect fewer chips because the chips are smaller. Their gross margins are going up for technological reasons. They announced last week that they are producing at 32 nm. Last year, they were mostly selling chips made at the 45 nm node so their costs will go down sharply again in 2010. The other big area is in Atom sales. These are low-powered chips for netbooks. The chips themselves are much smaller than their regular chips. They can fit thousands of them on a wafer and the margins are in the range of their high-end chips. They've made computing available to far more people by opening the market to those that can't pay as much for computers. Intel is the world's leader in semiconductor process research and engineering. It is a crown jewel company of the United States. It employs tens of thousands of employees in the United States, most on the West Coast. I don't see the reason for the animus. Transnational global corporate scum-outsourcing, including 'value-added' work as well as manufacturing & mid-tier work to slave labor lands,Vietnam not Germany or a civilized land.Pimps legislation that helps them, hurts nation(options expensing, H1-B, etc.) Not alone by any means, just around longer than many other techs(CSCO, MSFT), and statements on these matters have shown levels of arrogance & obtuseness that rival GS's worst. Financials- the process you note should have been reflected in estimates, if its' a semiregular occurance. This may just serve as more evidence of how useless and shilling sell-side anal cysts are, but if INTC had, as they should, explicitly reminded 'cysts that this would occur, the GM guesses would have been much higher & ability to 'surprise' much lower. Tax rate still extraordinarily low-drove a big chunk of the 'surprise'. Ask a guy getting hit with a big tax bite on written off mortgage or cc debt, or anyone paying tax on UE benefit how they like a corp like INTC paying a 12% income tax rate. Link to comment Share on other sites More sharing options...
DrStool Posted January 14, 2010 Report Share Posted January 14, 2010 Perhaps some are actually looking at Inhell financials. - Tax rate of 12%, vs. own guidance of 20% and forward spin-and roughly normal corporate rate- of 30%. Thanks for screwin' the nation at a time of ginormous deficits & general economic fear n' loathing. 30% rate, no other change, puts eps at .32. - Gross margin @ 64.7, v 53.1 a year ago & 61(+/- 3) forward spin. Continued to suck blood from employee & supplier turnips. More great corporate citizenship. - Gm of 61 & tax of 30%, eps=.27. - Living up to status as scummiest corporation in Valley & one of the same of any locale. It's not just banks that need to be called out & regulated. Pinko Liberal Socialist Commie! Link to comment Share on other sites More sharing options...
Plantagenet Posted January 14, 2010 Report Share Posted January 14, 2010 ES 1137.50 marks the spot for the strange trade a couple of days ago....also coincides with big pivot on my stuff.... Does it seem odd to anyone else that such massive number contracts went off with out moving the market at all? I think this is the transaction KD wrote about recently. He has this quoted e-mail: -----Original Message----- From: CME Globex Control Center Sent: Wednesday, January 13, 2010 4:54 PM Subject: ESH0 Event Importance: High Between 11:03 and 11:04 CT today, there were a series of transactions in ESH0 in which a market participant appears to have inadvertently traded approximately 200,000 contracts as both buyer and seller . ... If you are both buyer and seller, the market should not move. Perhaps the mechanics of the simul-buy-sell are routine, and the only mistake was the quantity [remove tin foil hat]. Since this activity is behind the curtain, where I am not allowed, I will listen eagerly to any stool speculation. Link to comment Share on other sites More sharing options...
K Wave Rider Posted January 14, 2010 Report Share Posted January 14, 2010 5 day equity P/C has turned up after hitting extreme level...usually the market turns down within a week or so of these occurences... http://www.indexindicators.com/charts/nasd...-params-3y-x-x/ Link to comment Share on other sites More sharing options...
DrStool Posted January 14, 2010 Report Share Posted January 14, 2010 Intel is a monopoly and behaves like one. If the anti trust laws were enforced in this banana republic, neither Intel nor Microsoft would exist. Break them up and build a better world. Will never happen. They own us. Link to comment Share on other sites More sharing options...
Lemur Posted January 14, 2010 Report Share Posted January 14, 2010 I post this in the hope that someone will remind me of this the next time there is a "big" earnings number near OpEx. A relatively safe strategy to play this would have been similar to my straddle idea, posted earlier today. If the stock usually "beats" and gooses the market, buy some cheap (because it's close to OpEx) out of the money front month puts, as a safety. Then, go long the stock. If the stock zooms up after hours, sell it (hopefully for more than the cost of the puts, and with a nice profit.) However, if the stock seems to be like BIDU, up enormously, just hang on to the stock if it doesn't weaken. If it tanks big and it doesn't reverse upward fairly quickly, dump it and use the puts the next day to get whole. (The rationale for actually buying the stock instead of calls is that you can't trade options after hours.) This would have worked really well today with INTC. Has anybody done stuff like this? Am I missing something in the strategy? Problem is the option premiums soar into earnings and collapse afterwards plus the post earnings moves are very volatile making it difficult to model these types of relationships in a way you can get a consistent edge. Link to comment Share on other sites More sharing options...
K Wave Rider Posted January 14, 2010 Report Share Posted January 14, 2010 I think this is the transaction KD wrote about recently. He has this quoted e-mail: -----Original Message----- From: CME Globex Control Center Sent: Wednesday, January 13, 2010 4:54 PM Subject: ESH0 Event Importance: High Between 11:03 and 11:04 CT today, there were a series of transactions in ESH0 in which a market participant appears to have inadvertently traded approximately 200,000 contracts as both buyer and seller . ... If you are both buyer and seller, the market should not move. Perhaps the mechanics of the simul-buy-sell are routine, and the only mistake was the quantity [remove tin foil hat]. Since this activity is behind the curtain, where I am not allowed, I will listen eagerly to any stool speculation. Thanks, I missed that...now it makes a lot more sense... One of these days the computers are gonna really screw up and we may see '87 all over again... Link to comment Share on other sites More sharing options...
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