David Jackson
David Jackson
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David Jackson
$YHOO is paying just over $1 cash per $YHOO share for Tumblr (1.08bn YHOO shares). Shareholders: Would you prefer a $1 dividend instead? - View all 3 replies
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David Jackson: Perhaps most current owners of $YHOO are growth investors, so they don't care about loss of a potential dividend.
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David Jackson
Will $YHOO close up or down today, the first trading day after $YHOO shareholders digest the Tumblr acquisition? What's your prediction? - View all 19 replies
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Charles Margolis: This is important: http://bit.ly/13L0wUI it would be interesting if Karp can rejuvenate Yahoo, tho MM has been doing well -
Charles Margolis: Secondly, there are complaints Tumblr tried to charge $150k for banner space on its fashion page... so monetization is possible...
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Stephen J Melnykevich: It's too little, too late. It helps them with the nook but buyers will continue to prefer AAPL or AMZN due to apps AND ecosystem.
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David Jackson
$BKS says it will offer $GOOG's Google Play apps on its Nook. Would that make you buy a Nook? Is this a threat to $AMZN's Kindle business? - View all 14 replies
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bd4uandu: Seems that any tablet or computer with the kindle app can be used as a eReader. Why buy a Nook? The kindle I can go from one device to... -
bd4uandu: another with out even loosing my place. The Nook is probably similar but Amazons content is the tie breaker.
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jamesingram32: for e.g. the latest has huge experience in pin point mass population medical information. FB could have a future in Public Health -
jamesingram32: We are at the very beginning of social, and 500mm active users is way past critical mass. + Sean Parker et al.
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David Jackson
Thoughts on this? Google gets serious about toolbar scams with new ad policy, forcing $AVG to retreat http://bit.ly/ZI4TOJ $PERI - View all 0 replies
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Zhang Fei: I'd prefer that AAPL hoard the cash for a rainy day. For tech companies, when it rains, it pours. -
Rachel L. Chueh, PhD: It depends on the investment goals. I prefer bigger buybacks, as the share prices have potential to appreciate as a direct impact.
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David Jackson
$AAPL guides below consensus, but announces $50b buyback increase. http://seekingalpha.com/n/kln7 - View all 2 replies
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David Jackson
The 32GB Nexus 7 running $GOOG Android is $250, iPad mini $435. How big a threat do you think that is for $AAPL? - View all 19 replies
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David Jackson
The Seeking Alpha Android portfolio app (http://bit.ly/ZCosUt) was designed for a phone, but it works even better on a Nexus 7. - View all 5 replies
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1980XLS: QCOM is in everything regardless who wins, IMO. NVDA more risk, but more potential for upside, IMO.
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David Jackson
Playing with the $GOOG Nexus 7 with the Tech Investor app (http://bit.ly/15pk6s9) - it's awesome. Prefer it to an $AAPL iPad mini. - View all 9 replies
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David Jackson: bd4uandu - we'll get StockTalk into an app; it's in the roadmap. And thanks for the advice about the cover. -
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David Jackson
Marissa Mayer is bringing $GOOG culture to $YHOO - note the focus on page load times http://seekingalpha.com/a/sumb - View all 0 replies
