Google's Growth Story Isn't What It Seems [View article]
It seems there is no end to frustrated APPL fan club members venting their frustration on GOOG's rise. The rise in negative articles about google has been consistent with decline is apple's market cap. There have been a string of articles on seekingalpha (mostly opinions and conspiracy theories) debunking Google's growth story. I would urge investors who lost their money on Apple to direct their negativity somewhere else. Comparing Google and Apple is blasphemy for anyone who follows technology and who understands their respective business models. Lastly, google is much more than a company making designer and cool gadgets. It is in the business of redesigning and reshaping ways in which we human go about living our lives. You want to be on Google's side when it formally takes over the world (Ok...I got a bit carried away).
A Dallas Fed plan to cap assets at FDIC-insured banks at $250B would force most of the TBTFs to more than halve their consumer and business-lending units. Such a limit, says Dallas Fed EVP Rosenblum, is required to allow the FDIC to shut them down without using taxpayer funds. The Dallas proposal isn't becoming law anytime soon, but it is driving the debate in D.C. [View news story]
If the father has as addiction problem doesn't mean he can not cut his son's allowance who has developed a liking for weed :) Bigger banks help the shareholders but smaller banks reduce the risk to overall economy. I would anyday chose the latter.
Google Investors Need To Ignore The Google Glass Effort [View article]
Back in the 80s someone must have thought the idea of carrying your phone with you crazy. The first cellular phones were indeed bulky and ugly. However, that innovation paved way for a communication revolution. Wearable computing is the future whether you like it or not and Google Glass has already defined the paradigm of this industry. frivolous arguments such as people hate glasses, risk of ADS, People don't want to consume information this way etc. will continue until the glasses start flying off the shelves.
Google's Chromebook And Why It WIll Keep Selling [View article]
I am curious to know which isolated part of world you live in where reliable internet connection is like fleeting morning breeze. Even my friends in developing nations are doing more and more things through internet (including full time work). The way technology is shaping up, internet will play a pivotal role in way human beings conduct business and their lives.
Google's Chromebook And Why It WIll Keep Selling [View article]
I have been trying to find the answer to your question for sometime but could not get any reliable info on this. However, it appears that just like Android, Google is not making any money directly from the sale of these chromebooks (It would through the sale of Chromebook pixel as that's an in house product). However, they make money by keeping people longer on web (more click revenue), and also charge money to end users for online hard drive.
Google Glass: A Pathbreaking Innovation Which Can Disrupt Numerous Industries [View article]
Thanks Derek for your feedback and insights. Google will definitely have to address the health risks that this device may pose. Fighter pilots go through a rigorous training before they don such headsup display. Potential consumers like you and me won't have that luxury.
Google Glass: A Pathbreaking Innovation Which Can Disrupt Numerous Industries [View article]
Thanks for your comment. You raise valid questions. These glasses are indeed snap-on. Please refer the review article that I have hyper linked in the first paragraph. Going by the initial impression and some test runs, people did manage to walk in fairly busy places without stumbling into traffic. But I agree that these glasses will be a strict no at a lot of places including office place. I guess regarding the psychological issue we will have to wait till the glasses start shipping.
Google Glass: A Pathbreaking Innovation Which Can Disrupt Numerous Industries [View article]
The glasses have not even been shipped yet. How can you or the articles you referred to be so sure about its potential health risk? And what do you exactly mean by "these things"? I will save my judgement regarding Glass' health impacts until there is a thorough study conducted on it. Pretty much any technological innovation has health impacts. And regarding Eric Schmidt...if he knew what he was doing he would still be running Google.
Google Glass: A Pathbreaking Innovation Which Can Disrupt Numerous Industries [View article]
Thanks for your comment. Looks like you a MSFT fan and I have no intention to disabuse you of your belief. I agree with you that Windows has a lead in enterprise but I am amazed how you are so convinced that chrome OS is DOA in enterprise space. If anything Chrome OS has much simpler IT systems which will save businesses significant amount of money in tech support. Moreover, the software updates on windows is no match to that on the chrome OS. The fight for enterprise market share is still very much on and going by MSFT's track record, they know exactly how to lose market share to Google.
There Is More To Leap Wireless Than Merger Speculation [View article]
Thanks for your comment and feedback. Sprint has given fuel to further speculation by stating that they have further appetite for spectrum despite their acquisition of Clearwire. Leap already uses Sprint network for roaming and the two firms have settled their contractual dispute speedily and amicably so a corporate marriage may be in the offing. Given, the depressed stock price, I will not be surprised if there is an offer sooner than many analysts expect. I also agree that my subscriber growth projection is a bit aggressive. However, this is substantially less than that of T-Mobile and an astute management should be able to achieve these targets.
Too Big To Fail: The Inside Story Of How Wall Street And Washington Fought To Save The Financial System -- And Themselves [View article]
Correct and sorry for not explaining the issue in its entirety. I was trying to make a point that stock price comparison pre crisis and post crisis is not appropriate due to a myriad of factors with reverse stock split being one of them. The reverse stock split did reduce the number of stocks outstanding by 20:1. However, the selling of stake by the US government has more than negated the effect of the stock split. Number of stocks outstanding went from 2.7 billion in 2008 to 130k in 2009 to 2 billion in 2011. Treasury sold another 1.3 billion of stocks in 2012 so this number will further increase in 2012 (Waiting for the 10k for exact number). Therefore I insisted that market cap pre and post crisis is a better indicator.
Too Big To Fail: The Inside Story Of How Wall Street And Washington Fought To Save The Financial System -- And Themselves [View article]
Easy there vkmo. AIG is a value bet but you are missing a huge point. Don't forget the 20:1 reverse stock split that AIG did during peak crisis. Don't compare the pre crisis and post crisis stock price as that is not a fair comparison due to the reverse stock split. Compare the market cap which is already more than half of the pre crisis peak. The stock price of $75 will be equivalent to pre crisis highs not $500. You can thank me later :)
Could Apple Be Working On The 'iBank'? [View article]
Very interesting article. However, the idea is not so novel and definitely not accretive to the share value. There was an Economist article on how in certain African countries, pre paid cellular phone credit is used as proxy currency. The monetary policy in those countries is not so robust so this alternative currency has taken off nicely.
However, ibank is not going to be so easy. Becoming a bank means piling yourself with a ton of regulation and scrutiny. Apple will come under the ambit of Dodd Frank and Basel and will have to comply with capital rules. Also keep in mind that the margins earned in banking is not even close to the margins APPL has become used to. Not sure if the stock holders will pe very pleased if Apple decides to become a bank.
Google's Growth Story Isn't What It Seems [View article]
Synthetics Rise From The Dead [View article]
A Dallas Fed plan to cap assets at FDIC-insured banks at $250B would force most of the TBTFs to more than halve their consumer and business-lending units. Such a limit, says Dallas Fed EVP Rosenblum, is required to allow the FDIC to shut them down without using taxpayer funds. The Dallas proposal isn't becoming law anytime soon, but it is driving the debate in D.C. [View news story]
Google Investors Need To Ignore The Google Glass Effort [View article]
Google's Chromebook And Why It WIll Keep Selling [View article]
Google's Chromebook And Why It WIll Keep Selling [View article]
Google Glass: A Pathbreaking Innovation Which Can Disrupt Numerous Industries [View article]
Google Glass: A Pathbreaking Innovation Which Can Disrupt Numerous Industries [View article]
Google Glass: A Pathbreaking Innovation Which Can Disrupt Numerous Industries [View article]
Google Glass: A Pathbreaking Innovation Which Can Disrupt Numerous Industries [View article]
And regarding Eric Schmidt...if he knew what he was doing he would still be running Google.
Google Glass: A Pathbreaking Innovation Which Can Disrupt Numerous Industries [View article]
There Is More To Leap Wireless Than Merger Speculation [View article]
I also agree that my subscriber growth projection is a bit aggressive. However, this is substantially less than that of T-Mobile and an astute management should be able to achieve these targets.
Too Big To Fail: The Inside Story Of How Wall Street And Washington Fought To Save The Financial System -- And Themselves [View article]
Too Big To Fail: The Inside Story Of How Wall Street And Washington Fought To Save The Financial System -- And Themselves [View article]
Could Apple Be Working On The 'iBank'? [View article]
However, ibank is not going to be so easy. Becoming a bank means piling yourself with a ton of regulation and scrutiny. Apple will come under the ambit of Dodd Frank and Basel and will have to comply with capital rules. Also keep in mind that the margins earned in banking is not even close to the margins APPL has become used to. Not sure if the stock holders will pe very pleased if Apple decides to become a bank.