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Gutone

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  • Is It Time To Buy Nokia? [View article]
    Nothing wrong with that. I'm merely pointing out the risky is still very high right now.
    May 25 03:58 PM | Likes Like |Link to Comment
  • Baidu's Goldrush [View article]
    Every time I write about Baidu, comments that make no sense pop up, usually from people who believe they understand Chinese better.

    If you have something meaningful to say about Baidu, say it.

    Use your sympathy on the Chinese kids who are too poor to go to school.
    May 23 10:49 AM | Likes Like |Link to Comment
  • Stop-Start Realities And EV Fantasies [View article]
    Is this micro-hybrid system another line of computer code in the chip that shuts down the engine when idling? And perhaps in the meantime, increasing the battery size on those cars.

    I don't quite get what's the technical challenge here.
    May 22 02:10 PM | Likes Like |Link to Comment
  • iPhone 5: How Good Is Good Enough? [View article]
    I agree with pretty much all of your assessment, except that I think RIM has a better chance of chapter 11 than acquisition. I guess this is the difference between seasoned rational assessment and irrational blind investment.
    May 22 10:58 AM | Likes Like |Link to Comment
  • iPhone 5: How Good Is Good Enough? [View article]
    OK, you've shown you are pretty good at insulting people without using a word that meets the "abuse" criteria.

    If you have thoughts on what change Apple is likely to bring with its new iPhone that will be meaningful to consumers, that consumers can experience, please share with us.
    May 21 07:23 PM | Likes Like |Link to Comment
  • iPhone 5: How Good Is Good Enough? [View article]
    Fair point. Fragmentation has always been a problem with Android. It probably will persist given the way Google delivers Android.
    May 21 06:15 PM | Likes Like |Link to Comment
  • iPhone 5: How Good Is Good Enough? [View article]
    Maybe I'm just lack of imagination. It might make sense for Microsoft to do something crazy but Apple has too much to lose by changing the interface dramatically. I just don't see it happening.
    May 21 06:11 PM | Likes Like |Link to Comment
  • Baidu's Goldrush [View article]
    Come on. Google is not even the first search engine. Its innovation is in improving search results and in particular monetizing search engine business. Baidu has been copying Google (plus others) every single step.
    May 21 05:42 PM | Likes Like |Link to Comment
  • iPhone 5: How Good Is Good Enough? [View article]
    In luxury goods, such as LV bags or a Porsche, the key is in pricing power -- these products can command much higher prices in the market. iPhone does not have such power. It is not a luxury product. I'm just pointing out your example was way off.

    If you will, iPhone is more like a movie ticket for Avengers. Its power is not in pricing, but in large volume of demand.
    May 21 04:36 PM | Likes Like |Link to Comment
  • iPhone 5: How Good Is Good Enough? [View article]
    The automotive analogy doesn't seem to work here. Volkswagen and Hyundai both are both much larger manufacturers than Porsche.
    May 21 03:24 PM | Likes Like |Link to Comment
  • Notable Micro Cap Insider Buys Last Week [View article]
    Of course. Insider purchases are just good starting points to investigate these stocks. Purchase decisions have to be based on more careful analysis.
    May 21 11:43 AM | Likes Like |Link to Comment
  • I Told You So: Facebook's Ugly IPO Debut [View article]
    50% is the AVERAGE growth over five years. If that's the number, the growth should be faster than 50% early on and drop gradually. By the end of the fifth year, if the 50% average growth is valid, its growth will be far lower than 50%. The P/E ratio of 20 is indeed quite appropriate for a situation like this.
    May 21 11:40 AM | Likes Like |Link to Comment
  • I Told You So: Facebook's Ugly IPO Debut [View article]
    I'm using Google's *current* valuation for Facebook's *future* valuation. These are not apples and oranges.
    May 21 11:33 AM | Likes Like |Link to Comment
  • CEO Fired - What Should Investors Do With Yahoo? [View article]
    It may sound a little strange, but the fact that Ross Levinsohn's background makes him unqualified to be the turnaround CEO of Yahoo, makes it more likely that Yahoo is for sale if Levinsohn becomes the "permanant" CEO.
    May 16 06:07 PM | Likes Like |Link to Comment
  • Why GM Is A Better Buy Than Ford [View article]
    If you are using Yahoo's data, Ford's EV has large chunk of debt from its financing arm. The number is pretty much meaningless.
    May 16 05:45 PM | Likes Like |Link to Comment
COMMENTS STATS
438 Comments
284 Likes