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Deja Vu  

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  • New Apple TV? Ask Why, Not When [View article]
    Apple's dream of content owners signing exclusive deals with Apple at throwaway prices to enable Apple to sell expensive hardware to the public is proving to be just that - a dream.

    After the music industry fiasco, the video/tv/film industry is making sure that no hardware manufacturer gets anything as an exclusive, gets anything cheap....

    Apple is never going to be the must have distributor in the hardware chain...the content industry will support the rokus, the google dongles, the amazon tablets, the android phones, you name it...Apple will just be one of many channels of distribution of content...

    Apple seems to be baffled that content industry is not rushing to deliver itself into bondage to Apple...Also Apple doesn't seem to know how to negotiate with people who can't be pushed around like Les Moonves of CBS (yeah, Apple will get some CBS content)...I think Apple is too used to bullying tiny app developers...

    Frankly, most people buy iPhones and what not as a "status" symbol. No one else is in the living room to see whether you are streaming your netflix on a roku or a Apple TV box...
    Mar 29, 2015. 07:34 PM | 3 Likes Like |Link to Comment
  • Salesforce Makes Political, But Not Yet Economic, Statement Over Indiana [View article]
    I am boycotting CRM stock (after being burnt to a crisp on a short many years ago) until Pope Benioff I issues a statement on why paying yourselves and employees with stock doesn't count as operating expenses...
    Mar 28, 2015. 06:03 PM | 8 Likes Like |Link to Comment
  • Toyota announces 'global architecture' initiative [View news story]
    But car prices, alas, will stay the same or go up...
    Mar 26, 2015. 07:26 AM | 1 Like Like |Link to Comment
  • How Facebook Could Kill The News Brand [View article]
    Facebook is trying to do to the news media companies what Apple did to the music companies. If the newspaper companies want to take the noose and put it around their necks, then they are being foolish.

    I thought the NYT did analysis and decided paywalls were better than ad revenue? Why the 180 degree turn and now they also have to share the ad revenue with Facebook?

    Anyway, the whole walled garden "curated" (read restricted) content idea was tried by AOL. Facebook's ambition of controlling (or becoming) the internet is grandiose...
    Mar 25, 2015. 09:24 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Kraft, Heinz Announce Mega Merger [View article]
    Just wait, in a few years, the stock of the combined companies of Heinz & Kraft will rise 20% on news that a break up is being considered to "unlock value" and the "sum of the parts" is greater value than the whole.

    The real people being cheated are the gadzillions of people who will indirectly and unknowingly buy these stocks with their 401(k) money in their paycheck, this Friday, from the rapacious fraudsters of Wall Street.

    And no, Greece is not running out of money and Greece will never run out of money. When the whole court, including the emperor is without clothes, you can't allow the public to hear that the junior most duke or lord is naked. If you admit that, you would have to admit the whole court is naked including the emperor.
    Mar 25, 2015. 07:36 AM | 6 Likes Like |Link to Comment
  • Digital Ally +3.7%; speed-measurement patent granted [View news story]
    I would wonder about the future of companies such DGLY that exist ostensibly to sell products for public safety. What they really do, of course, to sell equipment to "police" departments such as Ferguson, to shake down the local population via an endless series of tickets.

    As the racial demographics of this country shift and more information becomes available quicker via social media of the "police" shakedowns, the US is going to see a grassroots change in attitude towards those who shake down the populace. As such, I wonder how much longer a company selling shakedown enablers will thrive....
    Mar 23, 2015. 12:52 PM | Likes Like |Link to Comment
  • Machinists union seeks to hold election at South Carolina Boeing plant [View news story]
    IAM to workers "Beloved Workers,

    We, with the backing of the NLRB & the Obama admin, cordially invite you to start sawing off the branch on which you are sitting,

    ...or else...


    Mar 16, 2015. 03:59 PM | 10 Likes Like |Link to Comment
  • Distressed real estate party ends: Blackstone to pay $1.3B for Willis Tower [View news story]
    Someone should tell that to homebuyers, who still expect 2009 prices....
    Mar 16, 2015. 08:27 AM | 2 Likes Like |Link to Comment
  • Herbalife +5%; Feds reportedly interview Ackman hires in manipulation probe [View news story]
    quis custodiet ipsos custodes?
    Mar 13, 2015. 09:45 AM | 1 Like Like |Link to Comment
  • Why Is Apple Making A Gold Watch? [View article]
    The bull argument here seems to be "Chinese rich will buy it"

    Guess the loss of 1/3 the brokerage account on the strength of the exact same argument for TSLA hasn't taught too many lessons.....
    Mar 13, 2015. 07:38 AM | Likes Like |Link to Comment
  • Bloomberg: Alibaba investing $200M in Snapchat at $15B valuation [View news story]
    Zuck assumed he could just buy up any and all competition with Federal Bank of Facebook Stock. He's finding out that, unlike the Sainted Fed of Yellen & Bernanke, there's a limit to the number he can issue.

    The use of phone numbers provides a universal network for any app makers to use for accounts without having to entice users to create a specific username.

    Twitter, Snapchat, Google, Facebook and its own cannibal Instagram (& potentially whatsapp), not to mention one zillion others, online ad prices, which are high for FB, have no where to go but down....
    Mar 11, 2015. 08:53 PM | 1 Like Like |Link to Comment
  • Lumber Liquidators gets more help on the long side [View news story]
    Chapman CNBC interview a big fail...nothing about product liability??!
    Mar 11, 2015. 01:56 PM | 2 Likes Like |Link to Comment
  • Lumber Liquidators gets more help on the long side [View news story]
    The guy has something like a few million AUM....the big guys like Ackman and Icahn lose and gain more with each tick than this guy's entire AUM...
    Mar 11, 2015. 12:02 PM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Signs For More Chinese Stimulus? [View article]
    Europeans testing to see how much longer they can fool the rest of the world into accepting worthless euros to keep their "no one needs to work" welfare utopia going ...Somewhere Draghi sits muttering "Apres moi, le deluge!"
    Mar 11, 2015. 08:26 AM | 9 Likes Like |Link to Comment
  • Wall Street Breakfast: Euro Plunges Closer To Dollar Parity [View article]
    $17,000 Apple watch.....a really expensive way to say "I'm an iDiot"....
    Mar 10, 2015. 08:19 AM | 20 Likes Like |Link to Comment