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  • aschmitt Mar. 31 at 1:22 PM #
  • Inflation trade is now at a critical technical trading point http://twitpic.com/2n8v4 $TIP FWIW I believe deflation is more likely.

    Ticker: TIP
  • aschmitt Mar. 28 at 12:58 PM #
  • Thinking the next big bubble is going to be in international ETFs. $fxi $epp $ewt $ewb

    Ticker: EPP EWT FXI
  • aschmitt Mar. 27 at 2:03 PM #
  • UBS thinks telco capex could be down 20% this Q, more than the 15% consensus. $JNPR down hard, not good for $EZCH http://tinyurl.com/ctnpp4

    Ticker: EZCH JNPR
  • aschmitt Mar. 24 at 11:24 AM #
  • Overheard yesterday: $BKHM and $AVNX saved $450k not having a booth at #OFC09

    Ticker: AVNX BKHM
  • aschmitt Mar. 23 at 12:30 PM #
  • But this argument has been made for decades but never happens. #ofc09 $csco

    Ticker: CSCO
  • aschmitt Mar. 22 at 4:21 PM #
  • Hey, it's a $scmr reunion. Naimish Patel and Eric Swanson are on my flight.

    Ticker: SCMR
  • aschmitt Feb. 16 at 12:01 PM #
  • @TheStalwart Can't believe everyone thinks $CSCO will buy companies. M&A activity from 2001-2004 was pretty minimal for them.

    Ticker: CSCO
 

Andrew Schmitt

Following: 134 | Followers: 309


Bio: Husband, Father, Engineer, Investor, Perma-CAT4 Cyclist, Austrian School Economist, Optical Analyst for Infonetics Research


Location: California expat in Boston


Web: http://www.infonetics.com/bios.a...


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