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David Jackson

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  • Wall Street Breakfast: Must-Know News [View article]
    axelrod, when someone uses comments on SA to run ads, we delete their identity from the site. We rely on readers to hit the "report abuse" link so our editors find them quickly. The reason they appear as new commenters is because we normally get them by the time they post a few ads, so they have to start from zero again.
    Dec 28 03:52 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    If you run a transcript search for "consumer spending" to check what other companies are saying, you'll see that the results are interesting, and by no means all negative:
    seekingalpha.com/searc...
    Jul 22 09:34 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    On Apple's quarter: So much of this stock's performance is about optimism about future products and sales, rather than current sales and profits.

    Steve Jobs understands this well. His key quote last night: "We have amazing new products still to come this year." It's hard to sell or short a stock when you hear that sort of thing.

    Proof that smart investors are looking ahead to new products: the top search on the AAPL transcript is "iAd": seekingalpha.com/artic...
    Jul 21 08:25 AM | 3 Likes Like |Link to Comment
  • eBay: Buyout or Breakup? [View article]
    DNB, you stated succinctly exactly what I wrote here -
    Why Seeking Alpha articles are *not* stock market advice:
    seekingalpha.com/artic...
    Jul 6 04:33 PM | 1 Like Like |Link to Comment
  • eBay: Buyout or Breakup? [View article]
    We have deleted his identity from Seeking Alpha. Please see my comment below for an explanation.
    Jul 2 07:49 AM | 3 Likes Like |Link to Comment
  • eBay: Buyout or Breakup? [View article]
    Please everyone in this discussion read this comment carefully.

    The goal of Seeking Alpha is to provide a forum for the exchange of ideas to help people invest better. We have outstanding contributors, and outstanding readers who contribute their comments. That is because we set firm ground rules for debate, and we enforce them.

    We welcome vigorous debate and don't censor any viewpoints. However, comments must discuss issues, and not attack contributors or other commenters. In particular, threatening or insulting other people is off limits.

    The user "Ebay's Homeless Wondering Culture" crossed a red line by sending an abusive and threatening message to the author of this article. As a result, we have deleted his identity from Seeking Alpha. His involvement degraded this community.

    Let me emphasize that this has nothing to do with his views on eBay. In fact, his knowledge and criticisms of eBay provided a perspective that was potentially valuable to anyone thinking of investing in eBay's stock. But that value was destroyed by insulting and attacking other people who disagreed with his viewpoint.

    As you can see, we take abusive comments and messages seriously. If you receive a spam or abusive message, block the sender. If you see an abusive comment, click the "report abuse" link below the comment. Our editors review abuse reports around the clock.
    Jul 2 07:33 AM | 6 Likes Like |Link to Comment
  • Free International Calls Are Latest Threat to the Telcos [View article]
    Yes, you do. But once you've signed up for an unlimited local and long distance plan, you won't need to pay extra for international calls if you need to make them. It's just another incremental negative for telco revenue, not a sea-change.
    Oct 14 01:10 PM | Likes Like |Link to Comment
  • Google Checkout Flexing Muscle [View article]
    Thanks for the clarification.
    Oct 12 05:30 PM | Likes Like |Link to Comment
  • The Bull Case on Collectors Universe (CLCT, EBAY) [View article]
    Collectors Universe stated in its Q2 call that the average fee per unit graded fell sequentially from $12.14 to $11.88. It seems that the reason is a shift in revenue mix: authentication fees for coins average $14.22; sports $7.31; and the autographs and stamps $22.68. ValMan - can you explain why this isn't a negative?
    Aug 26 03:22 AM | Likes Like |Link to Comment
More on EBAY by David Jackson
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