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Marek Fuchs

 
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  • Amazon And The Revenge Of The iPhone Killer [View article]
    Thanks for your kind words. Yes, short term assumptions that this thing will hit are foolish. But give it a chance long-term--not as an iPhone killer, but for measured success. Best, Marek
    Jul 6 12:40 PM | Likes Like |Link to Comment
  • Ford's June Sales: To Cheer Or Not To Cheer? [View article]
    It's a matter of sustainability. If the bulk of their 7% increase is thanks to big cars and trucks, it won't last a bump up in oil prices. Best, Marek
    Jul 3 03:43 PM | Likes Like |Link to Comment
  • Ford's June Sales: To Cheer Or Not To Cheer? [View article]
    Sure: some families are big and need a bigger car. I have 3 kids and am always ferrying their friends around. Plus, we have 2 dogs. We have a Honda Pilot for that purpose, in addition to a Toyota Prius. Contractors obviously need sizable cars too. But I'm not debating ethics here. Obviously, a lot of Americans who don't need big cars buy them every time oil ticks down. We never learn, never remember. Again: I'm not debating ethics here, only pointing out that pumped up auto company sales based upon SUVs and pick-ups in an environment of declining oil prices doesn't mean as much as, say, increased sales of smaller cars during a period of static oil prices. Best, Marek
    Jul 3 01:42 PM | Likes Like |Link to Comment
  • Ford's June Sales: To Cheer Or Not To Cheer? [View article]
    Interesting--in any particular region, they could be troubled. Same goes for an individual dealer. But overall, those trucks seemed to have sold like hotcakes in June. They question is sustaining that without the help of plummeting oil prices. Best, Marek
    Jul 3 01:23 PM | Likes Like |Link to Comment
  • Apple Won A Chinese Battle, Not The War [View article]
    I did mean the larger court system--and spoke of this suit (and others) getting settled. Best, Marek
    Jul 2 12:35 PM | 1 Like Like |Link to Comment
  • Beware: That's No Oracle On Oracle [View article]
    Well the world (and certainly the stock market, where faulty conventional wisdoms seem to congeal instantly) needs amusing critics. But I haven't been enamored of the market lately and don't see much that I like. Best, Marek
    Jun 29 01:32 PM | Likes Like |Link to Comment
  • What If The Unthinkable Happens To Research In Motion Today? [View article]
    Well, Buffett is long-term in orientation. But he has always been a stickler for communication, not a head-in-the-sand ethos. Best, Marek
    Jun 28 03:01 PM | Likes Like |Link to Comment
  • What If The Unthinkable Happens To Research In Motion Today? [View article]
    Well, flat would amount to a beat and that's not beyond the bounds of reason.
    Jun 28 09:31 AM | 1 Like Like |Link to Comment
  • The 40 Day Flood Of Facebook Research [View article]
    Right--everyone knows they are going to initiate with higher targets. So read between the lines. If the targets are no higher than the offering price, it's tantamount to a "Sell."
    Jun 27 09:15 AM | 1 Like Like |Link to Comment
  • Who's Craziest After All This Week: Ford, Coke Or News Corp.? [View article]
    What do you mean by 'absorbed in it'? Politically? If so, I'd try to think about News Corp. without thinking politics. Political passions tend to skew business judgement. Best, Marek
    Jun 26 08:42 AM | Likes Like |Link to Comment
  • Microsoft, Apple And The Unbearable Wrongness Of Assumptions [View article]
    I hear what you're saying, but--well, I'm not saying avoid all guesswork. Trading is, in effect, guesswork. But harness your guesswork to some numbers. That, of course, doesn't mean you need to wait until you thesis is completely proven by years of numbers. But lots of traders don't even wait for the early returns. That's all I'm saying. Have your thesis with a jazzy-looking new gadget, but just make certain your thesis seems supported (or refuted) by some numbers. Best, Marek
    Jun 21 01:26 PM | Likes Like |Link to Comment
  • Microsoft, Apple And The Unbearable Wrongness Of Assumptions [View article]
    I could be wrong as rain, but "Microsoft is cool again" might be the sort of presumption I'm warning against here. Before we declare it cool, let's see if they sell a Surface or two. Best, Marek
    Jun 21 01:02 PM | 1 Like Like |Link to Comment
  • Microsoft, Apple And The Unbearable Wrongness Of Assumptions [View article]
    That's a great idea. Nothing guards against hubris better than a list of our mistakes, posted up on our computer (or, uh, tablet.) You just want to be careful, too, not to be paralyzed by the sight of your mistakes. Best, Marek
    Jun 21 11:53 AM | 1 Like Like |Link to Comment
  • Microsoft, Apple And The Unbearable Wrongness Of Assumptions [View article]
    Yes, it's hard to define, but I do think there's a bit of payback from consumers, as often happens when a company that enjoyed an effective-monopoly starts working in more competitive areas. Best, Marek
    Jun 21 11:52 AM | 1 Like Like |Link to Comment
  • Microsoft, Apple And The Unbearable Wrongness Of Assumptions [View article]
    Yes, hype (or anti-hype) is the enemy. Reserve judgement until you see some shadow of a number. Best, Marek
    Jun 21 11:50 AM | Likes Like |Link to Comment
COMMENTS STATS
117 Comments
35 Likes