Yahoo Actually Has Remarkable Potential [View article]
The other area they are making real progress in is search share. As google scared away a lot of search syndication partners with their new compliance changes, Yahoo has picked them up. Should be good for a few points of Gross margin.
Vringo (VRNG +12.7%) has soared over the last 90 minutes of trading, apparently thanks to speculation about a settlement with Microsoft. A letter dated March 27 from a law firm representing Vringo states Microsoft and Vringo are "discussing settlement." Vringo sued Microsoft in January, alleging infringement of its search IP. [View news story]
In note early today, Mark Argento at LakeStreet surfaced the filing and the possible $VRNG settlement with $MSFT. $VRNG up 16% today. Argento is a real guy and if you look back at the last note I posted from him, he called for a $6 stock price on $VRNG. (FD: Long VRNG)
The 787 Dreamliner Is The Titanic Is The Tower Of Babel [View article]
This will be interesting - DB hosting a conference call on Boeing
Monday January 28th 2013 3pm ET
Update on Boeing 787
Hosted by:
Myles Walton DB Aerospace / Defense Analyst
With
R. John Hansman MIT Aeronautics/Astronautics Professor, Director of MIT International Center for Air Transportation
Dr. Hansman consults and serves as a member of numerous advisory and technical committees including the Congressional Aeronautics Advisory Committee, the FAA Research and Development Advisory Committee, the FAA WAAS Independent Review Board, and the NASA Advanced Air Transportation Technologies Executive Steering Committee. He serves on several editorial boards including the Air Traffic Control Quarterly. He has over 5650 hours of pilot in-command time in airplanes, helicopters and sailplanes, including meteorological, production and engineering flight test experience.
The 787 Dreamliner Is The Titanic Is The Tower Of Babel [View article]
Well Argued by all here. My blog post (originally posted on my personal blog) was not about Boeing's stock. I make no recommendation on that based on the Dreamliner. My point was philosophical even if I think it does/can impact businesses. I hope the Dreamliner is a success. I fly a lot and it looks a lot more comfortable.
I accept the points that it is possible that these are just teething pains and that the 787 will be a huge long term hit. I also agree that the Comet and the A380 may be better examples for now. Someone on my Facebook page also suggested Project Better Place is a better example than the Dreamliner and was better proof of the point I was making (see: http://bit.ly/YbmVKm).
Breakthrough technologies is what I earn a living from and I am certainly in favor of. Pushing the limits of the technology and our capability is what we all strive for. However, it is worth noting that Facbebook did not start in a grandiose way but it became really large. Same with Intel. Same with Cisco and even Apple (just an iPod music player). I could go on. My issue is with hubris and grandiose plans that end up in the scrap heap of history and do not move the human spirit forward. (written in an airline loungs between 747-400 flights).
A Checklist For Investing In Internet Companies [View article]
David's point on privacy is crucial. Engendering trust from customers is what business is all about and the internet is no different. One of my companies Gigya (http://www.gigya.com), launched a privacy seal and compliance service last week (http://bit.ly/YbGiSV) and web sites using social data and other data are going to need to publicly adhere to higher standards of user privacy than before. It is not just the social networks like FB and Twitter or foursquare like David mentions but any site wanting your data. It is interesting to watch who are the first web sites to sign up for the service. It will tell you a lot about their approach to privacy.
Below are an important two paragraphs from the CNN article i linked to above:
"The holdouts who avoid signing in with social profiles don't want to give third-parties the keys to their personal data. They believe companies will take their profile information and sell it, spam their friends or post to their social networks without permission, according to the Gigya survey. "There's a real question of transparency and trusting, and confusion as to what's happening," said Gigya CEO Patrick Salyer. He believes much of it is a "perception issue" and that increased transparency between companies and customers would be mutually beneficial."
Corning (GLW -8.4%) plummets after guiding in its Q3 report for Q4 glass volumes to be flat to down by "a low-single digit percentage" Q/Q, with accelerating price declines taking place along the way. During its earnings call, Corning also noted its gross margin will decline in Q4, and that its telecom glass business (hurt by a weak capex environment) won't meet its 2012 growth target. The company says it has "no plans" to boost LCD glass capacity. [View news story]
More on Facebook: Mobile VP Vaughan Smith claims the company's mobile ad click rates are 10x higher than its PC click rates, which are below-average for display ads. Also, backing up the remarks of co-workers, Vaughan claims Facebook's mobile coding is now handled by its main product teams, rather than mobile-specific units. Wedbush recently touted Facebook's improving mobile monetization, which is necessary as U.S. PC use declines. Q3 results arrive on Tuesday. (also) [View news story]
I bought FB stock last week for first time. I think their ads are starting to work on all platforms. May only turn up in Q4 though.
Yahoo (YHOO +1.9%) spikes higher after announcing it will return 85% of the cash ($3.65B) obtained from the partial sale of its Alibaba (ALBCF.PK) stake to shareholders. Yahoo, which adds it still owns 23% of Alibaba, had fallen on worries Marissa Mayer would opt to hold onto most or all of the cash for the sake of pursuing acquisitions. "Marissa got over-lawyered into that 8-K," Eric Jackson opines. (PR) [View news story]
It is a good deal and a smart way to do the deal. She placates some shareholders by giving them back some cash now. saves a little money for acquisitions and if she needs to raise cash later, she can sell more of the stake with less investor demands for cash down the road.
A Greek exit from the eurozone has "long since lost its terror," German Vice Chancellor and Economy Minister Philipp Roesler said yesterday. "What's emerging is that Greece will probably not be able to fulfill its conditions," and if not, "there can be no more payments." [View news story]
It is time to bite this bullet and move on. Hoarding Drachmas
Europe's Lost Generation [View article]
Yahoo Actually Has Remarkable Potential [View article]
Vringo (VRNG +12.7%) has soared over the last 90 minutes of trading, apparently thanks to speculation about a settlement with Microsoft. A letter dated March 27 from a law firm representing Vringo states Microsoft and Vringo are "discussing settlement." Vringo sued Microsoft in January, alleging infringement of its search IP. [View news story]
The 787 Dreamliner Is The Titanic Is The Tower Of Babel [View article]
Monday January 28th 2013
3pm ET
Update on Boeing 787
Hosted by:
Myles Walton
DB Aerospace / Defense Analyst
With
R. John Hansman
MIT Aeronautics/Astronautics Professor, Director of MIT International Center for Air Transportation
Dr. Hansman consults and serves as a member of numerous advisory and technical committees including the Congressional Aeronautics Advisory Committee, the FAA Research and Development Advisory Committee, the FAA WAAS Independent Review Board, and the NASA Advanced Air Transportation Technologies Executive Steering Committee. He serves on several editorial boards including the Air Traffic Control Quarterly. He has over 5650 hours of pilot in-command time in airplanes, helicopters and sailplanes, including meteorological, production and engineering flight test experience.
US: (800) 309-8606
Intl: (706) 679-0645
Conf ID: 94517001
1 Week REPLAY:
U.S: +1 855-859-2056
Intl.: +1 404-537-3406
Access 94517001
The 787 Dreamliner Is The Titanic Is The Tower Of Babel [View article]
I accept the points that it is possible that these are just teething pains and that the 787 will be a huge long term hit. I also agree that the Comet and the A380 may be better examples for now. Someone on my Facebook page also suggested Project Better Place is a better example than the Dreamliner and was better proof of the point I was making (see: http://bit.ly/YbmVKm).
Breakthrough technologies is what I earn a living from and I am certainly in favor of. Pushing the limits of the technology and our capability is what we all strive for. However, it is worth noting that Facbebook did not start in a grandiose way but it became really large. Same with Intel. Same with Cisco and even Apple (just an iPod music player). I could go on. My issue is with hubris and grandiose plans that end up in the scrap heap of history and do not move the human spirit forward. (written in an airline loungs between 747-400 flights).
A 4 Point Plan For Yahoo's Digital Media Future [View article]
Remember Mellanox [View article]
A Checklist For Investing In Internet Companies [View article]
Below are an important two paragraphs from the CNN article i linked to above:
"The holdouts who avoid signing in with social profiles don't want to give third-parties the keys to their personal data. They believe companies will take their profile information and sell it, spam their friends or post to their social networks without permission, according to the Gigya survey.
"There's a real question of transparency and trusting, and confusion as to what's happening," said Gigya CEO Patrick Salyer. He believes much of it is a "perception issue" and that increased transparency between companies and customers would be mutually beneficial."
A Scary Chart For Microsoft's Stock Price [View article]
The Great Depression, Part 2: Will The Future Follow The Past? [View article]
Corning (GLW -8.4%) plummets after guiding in its Q3 report for Q4 glass volumes to be flat to down by "a low-single digit percentage" Q/Q, with accelerating price declines taking place along the way. During its earnings call, Corning also noted its gross margin will decline in Q4, and that its telecom glass business (hurt by a weak capex environment) won't meet its 2012 growth target. The company says it has "no plans" to boost LCD glass capacity. [View news story]
More on Facebook: Mobile VP Vaughan Smith claims the company's mobile ad click rates are 10x higher than its PC click rates, which are below-average for display ads. Also, backing up the remarks of co-workers, Vaughan claims Facebook's mobile coding is now handled by its main product teams, rather than mobile-specific units. Wedbush recently touted Facebook's improving mobile monetization, which is necessary as U.S. PC use declines. Q3 results arrive on Tuesday. (also) [View news story]
Chart Of The Day: The Long Decline Of Labor [View article]
Yahoo (YHOO +1.9%) spikes higher after announcing it will return 85% of the cash ($3.65B) obtained from the partial sale of its Alibaba (ALBCF.PK) stake to shareholders. Yahoo, which adds it still owns 23% of Alibaba, had fallen on worries Marissa Mayer would opt to hold onto most or all of the cash for the sake of pursuing acquisitions. "Marissa got over-lawyered into that 8-K," Eric Jackson opines. (PR) [View news story]
A Greek exit from the eurozone has "long since lost its terror," German Vice Chancellor and Economy Minister Philipp Roesler said yesterday. "What's emerging is that Greece will probably not be able to fulfill its conditions," and if not, "there can be no more payments." [View news story]