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Matt Chessen

 
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  • Apple: One Risk That Nobody Mentions [View article]
    Agreed. I want those two minutes of my life back
    Jun 20 10:57 AM | 11 Likes Like |Link to Comment
  • After Bin Laden, Financial Day of Reckoning Looms [View article]
    #1- why would this non-event impact dollar assets?
    #2- this is just silly. Osama has about as much to do with troop levels in Afghanistan as armadillos have to do with the price of oil in Texas. Anyone who has a measure of foreign policy savvy and knows the difference between Al Qaeda prime, it's franchises and the Taliban knows that. Silly article...
    May 2 05:00 AM | 9 Likes Like |Link to Comment
  • Don't Avoid Apple Just Because You Are Afraid Of Losing Money [View article]
    Sure, buy at the top of a parabolic move. Seems brilliant to me!!!

    Better advice- don't chase. Wait for the inevitable pullback below 500 and buy there. Patience.
    Mar 15 09:15 AM | 4 Likes Like |Link to Comment
  • Apple TV Will Revolutionize Content Delivery And Advertising [View article]
    Totally disagree as this is contrary to modern economics. When you allow any startup to deliver their content to a TV user for a small fee, you are going to see a proliferation of channels and content, and the overall quality will increase, even if quality on individual channels decreases. If this wasn't true, then AOL and Yahoo would still rule the internet.

    Just look at what happened with music - now any artist can sell their music direct to their consumer and the number of music channels and artists available has skyrocketed.
    May 22 11:49 AM | 3 Likes Like |Link to Comment
  • Apple TV Will Revolutionize Content Delivery And Advertising [View article]
    Of course I am...I'm not citing any quoted sources for authoritative information on Apple TV apps. I'm just extrapolating from current trends in the industry and my own technology background. I see the opportunity and that's my best estimate of what Apple's real plan is for Apple TV.

    If I was Cook, that's what I'd do...
    May 22 11:16 AM | 3 Likes Like |Link to Comment
  • After Bin Laden, Financial Day of Reckoning Looms [View article]
    US policy will not change because of the capture of UBL. Non-event...

    @apberusdisvet you are now officially the least credible person on SA. I serve in Afghanistan and I can unequivocally inform you that ISAF forces do not guard poppy fields. This is just a foolish thing to say. Also, the US has no strategic or economic interest in destabilizing the world. The US is about business and business wants stability and predictability.

    We're in Libya to support a popular uprising, protect civilians and take the opportunity to remove a man who is responsible for a great deal of the instability in Africa over the last 30 years. In Ivory Coast we are supporting the legitimate winner of an election.

    You should learn a thing or two about foreign affairs before you spin such ridiculous conspiracy theories. Shame on you.
    May 2 12:50 PM | 3 Likes Like |Link to Comment
  • Apple TV Will Revolutionize Content Delivery And Advertising [View article]
    The implication is that if this industry doesn't adapt with regulatory overhaul, it will die. Once users can pay for any channel anywhere, even if those channels aren't currently on cable, content channels will emerge to address that demand. Those channels will undermine the economics of the current cable model and make it untenable, forcing the industry to adapt or die.
    May 25 01:40 PM | 2 Likes Like |Link to Comment
  • Apple TV Will Revolutionize Content Delivery And Advertising [View article]
    Yes but, the same argument was directly applicable to network TV news shows pre-cable...there weren't options so the networks could run non-profitable news segments which increased the quality of network news. After cable entered the scene, there were many many more choices and profitability became key.

    What you're referring to is an industry that has fat - and where there is fat, there is an opportunity for a disruptive player to make the industry more competitive. Quality per channel may decrease, in exchange for more choice, diversity and competitive pricing.

    Curious what you mean with your HBO example? Why wouldn't HBO want fans subscribing directly with them and replacing the fat cable company middle-man with the slim cut from Apple?
    May 22 11:21 AM | 2 Likes Like |Link to Comment
  • Apple TV Will Revolutionize Content Delivery And Advertising [View article]
    That might be true in areas with limited backbone, but bandwidth is already becoming a commodity. If cable companies increase their rates too much, competitors will come in and eat their lunch. They just don't have that kind of market power in most places and regulatory authorities would probably frown on this behavior.
    May 22 11:14 AM | 2 Likes Like |Link to Comment
  • Why Another Stock Market Collapse Could Be Imminent [View article]
    Am I the only one who sees that the numbers and the chart don't match up?

    On your chart, the peak of the 1929-30 market is a hundred days in. You put a chart of the 'current' market on top of that and the peaks match up nicely.

    Problem is, we are not 100 days into this rally. We are 150 days into this rally. And on your chart from 29-30, at 150 days in, the market had already tanked again.

    You also write: "Coby notes that from October 29, 1929 until November 13, 1929, the stock market collapsed 49% (2008's was 52%). Ron points out that the market then staged a 155-day rally of 50%. Today’s rally (starting in March ’09) has lasted 150 days and the market is up an average of 50% (average of Nasdaq, DJIA, and S&P 500)."

    Well, this contradicts your chart which says the 1929 market peaked around 100 days and was in a trough at 150 days.

    The numbers don't match up, and neither does your argument.
    Aug 7 10:43 AM | 2 Likes Like |Link to Comment
  • The Great Awakening: Boomers, Your Crisis Has Arrived (Part 3 of 3) [View article]
    Your article was incredibly interesting until you hit your numbered points at the end. Then it just got scary/Jerry Bruckheimerish

    Playing the fear card? You wouldn't happen to be a boomer would you?
    Feb 12 01:27 PM | 2 Likes Like |Link to Comment
  • U.S. Recession Odds: 100%? [View article]
    And now the probability is around 3%, which shows why people shouldn't write alarmist articles like this which don't adequately explain what the data means.

    http://bit.ly/11Iug2n
    Dec 3 03:52 PM | 1 Like Like |Link to Comment
  • Why Apple Won't Acquire Twitter [View article]
    Twitter is banned in China, but many Chinese users use VPN to access it anyway. Ditto with Facebook and others. This is really the point. Governments can try their hardest to turn these things off, but people will still find a way to use them. The only way to truly sever access is to shut it off at the source. And that means China would need to ask for it to be shut off, putting Apple, or any other acquirer, in a sticky position.
    Dec 2 08:53 PM | 1 Like Like |Link to Comment
  • U.S. Recession Odds: 100%? [View article]
    Not so fast. Chauvet's model is more accurate and is at 15% for August. I spoke to him, and with the data at hand, Sept is ~10%.
    http://bit.ly/S0Eftr

    His index is more accurate than the one the Fed uses and has been higher without a recession
    Nov 8 11:41 AM | 1 Like Like |Link to Comment
  • Apple TV Will Revolutionize Content Delivery And Advertising [View article]
    But do content providers really make most of the revenue, or is the middleman (cable companies) sucking most of it up? I think it's the latter. If you look at the numbers, a few content providers like ESPN have huge pricing power, but most of the others are practically begging to be carried by the cable providers.

    I agree that if you watch many channels, you could wind up paying more under an app model. But I suspect most users would prefer only paying for the small number of channels they watch. And the cost might/might actually go down because content providers could provide customized advertising through iAd which would garner more $/eyeball (because it's custom) which could offset subscription fees.
    May 22 11:46 AM | 1 Like Like |Link to Comment
COMMENTS STATS
40 Comments
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