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Marek Fuchs

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  • The New York Times' Wrongful Apple Takedown [View article]
    Hey All: This article by The Times got it wrong. It was too quick to judge, even condemn. But I'd avoid being too condemning of The Times on Apple. They've run more than their fair share of fawning pieces on Apple products and puff-files of Steve Jobs. It's rare that any publication would be out to get any single organization. You are probably best served by judging articles on a case-by-case basis. This one is not good, but if you are bullish--well, they ran this story yesterday on the prospect of Apple hitting a trillion buck market cap: http://nyti.ms/QQa3l9 Best, Marek
    Sep 24 02:32 PM | 3 Likes Like |Link to Comment
  • Hewlett-Packard Packs On The Nonsense: Why HP Is No Starbucks [View article]
    Yes, it's been a Lazy Susan of visions. Grab one before it spins. Only problem is: HP needs more than what is taught in basic management classes. That's what Starbucks needed: a return to Management 101. Focus on core competencies and all that crap. But HP needs a reinvention. Moreover, it needs to reinvent itself against formidable competition like Apple. And that ain't basic. Best, Marek
    Jun 6 01:01 PM | 3 Likes Like |Link to Comment
  • RIM: A Sob Sister Dances For A Day [View article]
    Thanks for your note, even if we might disagree. I am usually quite good at weighing positives and negatives, but when it comes to RIM--well, if there is a positive I'm missing, please do tell. Moreover, yesterday's move in particular was delusional. This was a minor deal that the market took as the signal of a big one to come. Best, Marek
    Sep 19 07:58 AM | 2 Likes Like |Link to Comment
  • Come Off The Sugar High: Go Against The Grain On Facebook [View article]
    I agree--this had the feel of triage. Z went out to soothe ruffled feathers, but offered no meaningful reasons to sustain such a stock jump. The market is reacting in relief, but since it's not based on anything too tangible, it won't hold. Best, Marek
    Sep 12 01:27 PM | 2 Likes Like |Link to Comment
  • Facebook: Clownish Trade Of The Day [View article]
    Well, in the midst of a frenzy, saying: hey, watch out. The history of silent public companies is pretty troublesome seems substantial. But maybe substance is in the eye of the beholder. Best, Marek
    May 18 09:38 AM | 2 Likes Like |Link to Comment
  • Apple: Can You Give A Giant A Break? [View article]
    Thanks for the kind words. I'm not used to them. Mom...is that you?
    Oct 10 11:46 AM | 1 Like Like |Link to Comment
  • Nuttiness About Netflix In 2022? Please Make It Stop [View article]
    Amen. Turn that comment up to 11! Best, Marek
    Oct 2 11:53 AM | 1 Like Like |Link to Comment
  • Amazon And The Revenge Of The iPhone Killer [View article]
    Possibly both. Whatever qualms you can have with Amazon, have to allow that operationally, they're talented. RIM? Ugh.
    Jul 6 12:48 PM | 1 Like 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
  • 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
  • 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
  • Ford Bucks The Status Quo: The Automaker Takes A Long, Lonely Ride Again [View article]
    Yeah, it has the flavor of them making a fetish of their independence. I think it's a mistake too. Best, Marek
    Jun 13 10:46 AM | 1 Like Like |Link to Comment
COMMENTS STATS
117 Comments
35 Likes