Rob's Lobs

[billyjoe]

Rob,
If I remember correctly you're a GOOG supporter. Are you still holding? I've got it in 3 accounts and am tempted to sell out of 1 or 2. Don't want to sound greedy but this will be the 2nd time I've got over 100 points out of it. This will never happen again in my lifetime.

-------------billyjoe

[Rob]

Rob,
If I remember correctly you're a GOOG supporter. Are you still holding? I've got it in 3 accounts and am tempted to sell out of 1 or 2. Don't want to sound greedy but this will be the 2nd time I've got over 100 points out of it. This will never happen again in my lifetime.

-------------billyjoe

Yes, I'm still holding my GOOG shares. As I said the last time, 600 is not a matter of if but when.

When it hits 600 I may sell ... depends on what's going on at the time.

[mrmarket]

Yes, I'm still holding my GOOG shares. As I said the last time, 600 is not a matter of if but when.

When it hits 600 I may sell ... depends on what's going on at the time.

What's really scarily attractive about GOOG is that they have so many ideas in the pipeline. It seems like they have tentacles that can touch every aspect of the PC, the internet, and internet commerce.

The question I have to ask was what the heck has MSFT been doing for the last 5 yrs????

[IIC]

What's really scarily attractive about GOOG is that they have so many ideas in the pipeline. It seems like they have tentacles that can touch every aspect of the PC, the internet, and internet commerce.

The question I have to ask was what the heck has MSFT been doing for the last 5 yrs????

MSFT has too much cash on hand...they try these wacko things that never work...Personally, I think Bill Gates should retire in his glory and hire some innovative people to run the show

[ParkTwain]

Wait a minute! Bill Gates hired this innovative communicator years ago!

http://www.youtube.com/watch?v=bhUAr-P_39U

http://www.youtube.com/watch?v=wvsboPUjrGc

http://www.youtube.com/watch?v=tGvHNNOLnCk

[billyjoe]

I almost had to sell my first born to get 3 points out of MSFT in a year. Those videos remind me of when I went to termite school to learn selling extermination jobs for a big national company.

------------billyjoe

[New-born baby]

I almost had to sell my first born to get 3 points out of MSFT in a year. Those videos remind me of when I went to termite school to learn selling extermination jobs for a big national company.

------------billyjoe

I told ya.

[riverbabe]

Hey Rob, look at this! River

Imclone appoints John Johnson Chief Executive Officer (30.44 -1.51)

Co announces that that it has appointed John Johnson as its Chief Executive Officer, effective August 27, 2007. Prior to being appointed as Johnson & Johnson's Company Group Chairman of Worldwide Biopharmaceuticals in April 2005, Johnson served as President of Ortho Biotech Products. In his new position as ImClone's Chief Executive Officer, Johnson will purchase $500,000 of the company's common stock.

[Rob]

Yes, Riverbabe, the company finally hired a new CEO. That has been one of those clouds hanging over the comapny for quite some time. Personally I was hoping they would snag Susan D. Hellman from Genentech. I know nothing of this Johnson guy, but I feel relatively confident that Carl Icahn would not have stood for it if he didn't think Johnson could effectively take the helm.

[. . .] In his new position as ImClone's Chief Executive Officer, Johnson will purchase $500,000 of the company's common stock.

Well, at $30~$31 it's practically a steal. I'm hoping the news is taken by the street as a big plus.

[riverbabe]

New CEO

07:24 IMCL Imclone: Stanford provides update on new CEO (30.36 )

Stanford notes IMCL announced that it has appointed John Johnson as the new CEO, effective August 27, 2007. Firm views the new CEO's strong commercialization experience a timely addition to IMCL as it expands the Erbitux franchise with BMY. Firm believes the new CEO will bring commercial experience and stability to IMCL. As IMCL's clinical pipeline advances to Phase 2, it will gain investor recognition as it starts to generate proof-of-concept data in 2008. Key catalysts in next 6-12 months include: 1) sBLA filing and compendia listing of Erbitux for 1st/2nd line use in CRC, 2) FLEX preliminary Phase 3 results in NSCLC by year end.

[Rob]

Thanks, Salma. You always know how to cheer me up.

[Rob]

“It Ain’t Me, Babe”

No, this isn’t me.

[Rob]

Homer Sez ............

[Rob]

More Good News for IMCL

Yesterday came the the news that the MIT/Repligen lawsuit had been settled. And now this morning the data from the FLEX trial are in, in which Erbitux met its primary endpoint of overall survival in a phase III study of treatment of patients with advanced non small-cell lung cancer.

I think that, in the words of Jimmy Cliff, "It's gonna be a bright, bright, sunshiny day . . ." for IMCL holders.

[Rob]

Imcl

Nice little pop in premarket (28~29%). Hope it holds. Lawdy!