Chisoxfn

QUOTE (Balta1701 @ Mar 11, 2014 -> 01:32 PM) So the Bears signed Houston and have yet to cut Peppers? I presume they will wait until Houston signs (but it will happen in the next day or so). Not like you have to be under the cap yet, just need to be under the cap by a certain date (IIRC).

QUOTE (HickoryHuskers @ Mar 11, 2014 -> 01:16 PM) Not familiar with this guy. Is this a good signing? Bennett would have been better but he's pretty young and has gotten better each year. He's shorter then a typical end and heavier. Not what i'd call an explosive pass rusher, however, he's great against the run.

QUOTE (witesoxfan @ Mar 11, 2014 -> 01:12 PM) Hahaha. To be fair, he will help shore up the run defense too. That was brutal last year. He's great against the run but I still expect him to be able to generate a pass rush. I'd like to add another DE (and this draft isn't the place to find one early), which means I'm targeting Ware or Allen or some sort of veteran pass rusher who can generate the process to play opposite him.

QUOTE (fathom @ Mar 8, 2014 -> 06:49 PM) Iowa's effort on defense is so sad. Not quite sure what happened to them. Don't ask me. So disappointing down the stretch. That said, that disappointment can turn with a good showing here on out. They clearly have the talent.

QUOTE (SoxAce @ Mar 11, 2014 -> 08:38 AM) Started today son. Not yet; It doesn't start until 3 PM EST.

Sounds like the Bears people should have shut their mouths. I hope this stuff was coming from Bennett's camp and not the Bears. I can see why Bennett would have done it as I don't blame him for wanting to stay in Seattle (and this probably helped get Seattle serious enough). I'd have taken him at that contract. Very fair deal.

QUOTE (KyYlE23 @ Mar 8, 2014 -> 07:17 PM) Jackson wants what Riley has going on. The credit without the work If Phil ends up in NY, Melo isn't coming to Chicago.

Condolences to the Reinsdorf family.

B10 is insanely deep.

That was a pretty well documented rumor on Soxtalk from what I recall. I had forgotten all about it.

Hell of a performance by the Bulls last night. Its why I'd be livid if Jerry didn't realize how good he has it with Thibbs and did anything to piss Thibbs off. This off-season needs to be about finding talent and making Thibbs a happy camper. Jo was impressive, same with Jimmy and Taj is just beasting.

QUOTE (NorthSideSox72 @ Feb 26, 2014 -> 01:26 PM) Flying overseas, biz or 1st class is a HUGE bonus when you can get it. Domestic flights it is a lot less value IMO, unless you are going coast to coast maybe. Anything overseas, it is a huge huge plus. The service is very very nice. Its what I safe my miles for haha.

QUOTE (Jake @ Feb 26, 2014 -> 10:25 AM) Seems like the state is only not governable if you're a Republican like the petitioner Its a f***ing disaster. 6th largest economy in the world and its ruined by moronic legislation and incompetent boobs who run the state and my vote will never matter cause its so far blue it isn't even funny. Last time the state was decently ran was under a republican and its been a long time since that happened and no, i'm not counting the governator. We will continue to hand out fat pensions and spend beyond our means and then keep asking the people of the state to pay more in taxes for benefits private sector employees could only dream of, why, because those sort of benefits are not sustainable and not necessary (especially when you also pay far more then the private sector).

QUOTE (southsider2k5 @ Feb 26, 2014 -> 07:57 AM) Except then the peons take all of the overhead space, and the first/business class people paying top dollar for tickets won't have that. My favorite and only enjoyable part of business travel is when I've flown first / business (which is rare and our companies policy is only for flights over like 5 hours, which will happen on ocassions from the west to east coast). I really don't understand how an individual could pay a full first / business fare though (or logically justify the cost). Only way I'm ever doing it on my own dime is with my points. And that doesn't mean I enjoy flying, its just a lot less tiresome of an experience because you have space and service and somewhat edible food.

QUOTE (IlliniKrush @ Feb 25, 2014 -> 07:01 PM) Planes that have assigned seating should board back to front. At least in the normal cabin. Takes so long to board the plane because the family in row 15 has to unload all their crap up top, into the seats, then finally get in, while everyone else behind them waits. Repeat over and over and over. It's the most inefficient process. All for 5-10 minutes of boarding earlier? What's the rush? You know you have a seat, and rarely, if ever, have I seen them not be able to take everyone's carry on in the bins or in the closet. Are you guys really seeing that happen a lot? It's the funniest damn thing, every time. People rush to line up way ahead of their group being called, then bull rush to get in...all to sit there and wait some more. Things would be so much more efficient if they just boarded a few rows at a time, back to front. I've never given a s*** if I'm in group A, B, C, D, whatever...we're all going to the same place, I have to wait on the plane a shorter amount of time, and I have a seat waiting for me. Now a days, it is crucial to get your carry ons on (more often then not the compartments get full so you really do need to get on board that plane early). The airline will let you check for free but since I'm traveling for business, the last thing I want to do is chance my luggage getting lost and/or spend anymore time at the airport waiting then I need to.

QUOTE (RockRaines @ Feb 25, 2014 -> 08:20 AM) It was the norm back then to value companies based on an idea with no execution. Nowadays you have to at least have 100 mil in revenue in my industry to think about IPO. It takes a lot of success to reach 100 mil in annual revenue. Thats the main difference I see. Idea companies arent getting valued at billions of dollars. And revenue means zilch without ability to have margins and actually make sustainable profits. Look at what companies would have to actually do from an overall performance perspective to sensibly be worth what the multiples are, etc. It is impossible. Maybe one of them pans out and becomes some huge thing, the rest will come crashing back down to reality. Again, I'm not saying they will be bad companies.....no no no. A lot of these are very good, sound companies, what they aren't are 20B companies and companies that are going to become mainstays on the fortune 100 lists, fortune 500 lists, etc.

QUOTE (Jake @ Feb 25, 2014 -> 07:13 AM) It seems to me that cloud storage should have wonderfully high margins if you want it to How and Why? I think some people are missing on the concept that there are minimal barriers to entry in the space. You charge a lot and have fat margins and people will enter the market relatively easily. I agree that the marketplace for cloud is pretty big, but the ability to make fat profits and support the P/E ratios and multiples that this stuff is getting traded at is impossible. You also have companies that have major concerns still about the overall security of the cloud. I won't go into details about it, but it is a real issue at some very very large companies.

QUOTE (RockRaines @ Feb 25, 2014 -> 07:06 AM) Thats kind of the norm these days for start ups. You are putting every single dime back into dev and your people. We arent profitable but we are going IPO and will have a nice valuation. Tech companies are like that. It was the norm back when the last tech bubble happened to. Doesn't make it a right decision. Same thing with the housing bubble.

QUOTE (Y2HH @ Feb 25, 2014 -> 05:50 AM) It doesn't work like that when you're in a bubble -- and make no mistake -- we are in the middle of a second tech bubble. Of course, like Warren Buffett says, investing is like sex, and it feels best right before it pops. Those that don't learn from the past are doomed to repeat it, and that's exactly what's happening now. .com v1.0 - people didn't understand the Internet, and didn't want to miss the boat on the next big industry, so they invested in anything/everything that contained a .com or had a website, no matter how shaky or stupid the idea actually was. .com v2.0 - people still don't understand the Internet, social medias place on the Internet, where cloud computing is going, and once again, they don't want to miss the boat. They're overvaluing everything on "potential" future profits to the tune of insanity, and of these investments, a handful will emerge victorious, becoming the next Microsoft or Google. Apple is one of the most financially successful companies in the history of world, churning out unseen profits for almost a decade now, and at their absolute peak profit earning power, it's P/E never eclipsed 20. Think about that for a second. We're talking about one of the most successful profit generating companies EVER. Meanwhile, they're speculating on "potential" future earnings from other companies like NetFlix, Amazon, Facebook, WhatsApp, etc...pumping their valuations into the stratosphere. Now, for arguments sake, let's say they're right. Let's say Amazon somehow starts making money (after two decades of NOT making money), even if they blew away any realistic number you can imagine, what I can safely say they will NOT do is make more money than Apple did at it's peak, therefore the speculated earnings potential is insane based on it's P/E ratio alone. To justify some of these P/E ratios (or even their future P/E ratios, if they ever even materialize), these companies would not only need to start making profits, but they'd have to start making profits to the tune of multiple times what Apple was making at it's peak. Now, re-read that last line. Because that's never going to happen in bottom feeding profit industries like retail or media (aka Amazon/Netflix). That's not to say they can't make money (NetFlix does), but with profit margins of about 4% they're not going to see profits like Apple or Exxon. Y2, you are preaching to the choir on this. It literally blows my mind.

QUOTE (RockRaines @ Feb 25, 2014 -> 07:11 AM) I really like Dennard. Very physical and knows how to disrupt a WR. Will be a good one. I do too. If we could resign Melton and Ratliff (or find another DE to go with one of them), I'd be okay drafting Dennard. I think he's going to be a real good corner.

QUOTE (Steve9347 @ Feb 24, 2014 -> 06:02 PM) It's all about users and recurring revenue. Ummm...revenue isn't all that great of a metric if you aren't turning a profit. They have thin margins and aren't profitable.

QUOTE (NorthSideSox72 @ Feb 24, 2014 -> 06:10 AM) Unfortunately, the most pleasant experiences are often on niche airlines that don't fly many places - JetBlue is good, I like Frontier a lot as well. AirTran was good, but are being eaten up by Southwest slowly. As far as major airlines, none of the big 3 (AA/US, UAL/CONT, DELTA/NW) are particularly good. I'm 6'3" and leg room matters a lot, so I avoid Delta at all costs, as they consistently have the least leg room. Plus Delta is the one of the big 3 that doesn't hub in Chicago. AA is usually my slight preference over United because I find AA's customer service better when something does go wrong... But, United offers Economy Plus for a little extra, and I take that every time so I'm not so cramped and could, in theory, actually use my laptop. Southwest is a unique animal, and we use it regularly when we fly with your young kids. With little ones you always get, at worst, boarding between groups A and B, so you'll get to pick a row... they don't charge for checked bags, and when flying with little kids, you have a lot of stuff... and when we plop down in a row or two with kids, people almost never take the remaining seat next to us, LOL. And they have far and away the best customer service of any larger carrier. I used to have a job where I travelled every week. Greg, are you saying that AA now has an Economy-Plus type deal, where you can pitch in $30 or so and get more leg room? If so, that's fantastic. I haven't flown much in the past year or two. Yep - AA has it. It is a nice touch and if you have gold status or above it is included for free, although I think they are dropping that in time and are going to offer a 50% discount or something. I pretty much always fly AA but that is because they seem to have one of the best combinations of locations and I try to keep my points consolidated since I fly enough to get some benefit.

QUOTE (RockRaines @ Feb 23, 2014 -> 01:14 PM) Sorry bro! The thing about weddings is that a good portion of people there will be talking s*** about it. Whether is location, colors, food, booze, music. Someone will think something you did was stupid. My wife and I weren't crazy about spending our money on much but food booze and transportation. I'm sure people were taking s*** about our homemade centerpieces. Fact is, it's my wedding so I don't care. As long as your family and the wedding party have fun, the rest is bulls***. Completely agreed.

QUOTE (RockRaines @ Feb 22, 2014 -> 05:04 PM) Your last paragraph pretty much proved you don't know much about the space. And that's ok. Is it an insane valuation? Maybe. But you need to learn more about their value and what it does before you make that judgement. Just having something on the internet is a laughable comparison. My last comment was sarcastic. You need to understand there is a difference between knocking a company and knocking the valuation of the Company. I have no issue with either company and i happen to use dropbox. I just have a problem with the absurd valuation and acquisition costs which are indicative of a gigantic bubble. That is all.

QUOTE (StrangeSox @ Feb 22, 2014 -> 01:42 PM) I meant the what's app revenue Both are absurdly overvalued.