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Michael Eisenberg  

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  • 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).
    Jan 17, 2013. 08:39 AM | 1 Like Like |Link to Comment
  • A 4 Point Plan For Yahoo's Digital Media Future [View article]
    agree
    Jan 17, 2013. 08:28 AM | Likes Like |Link to Comment
  • Remember Mellanox [View article]
    use Google Translate on this http://bit.ly/Xy8zn1
    Jan 6, 2013. 04:47 AM | Likes Like |Link to Comment
  • 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."
    Dec 17, 2012. 07:33 AM | Likes Like |Link to Comment
  • A Scary Chart For Microsoft's Stock Price [View article]
    good point
    Nov 21, 2012. 07:37 AM | Likes Like |Link to Comment
  • The Great Depression, Part 2: Will The Future Follow The Past? [View article]
    so 12 months to a World War?
    Nov 17, 2012. 03:42 PM | Likes Like |Link to Comment
  • 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]
    one business is working http://dthin.gs/TG8wNU
    Oct 24, 2012. 11:17 AM | Likes Like |Link to Comment
  • 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.
    Oct 20, 2012. 03:59 PM | Likes Like |Link to Comment
  • Chart Of The Day: The Long Decline Of Labor [View article]
    See this by Richard Florida on the "Creative Class" vs the "labor Class". Telling. http://bit.ly/S2xlc6
    Sep 27, 2012. 12:03 PM | 1 Like Like |Link to Comment
  • 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.
    Sep 19, 2012. 04:55 AM | Likes Like |Link to Comment
  • 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
    Jul 23, 2012. 09:53 AM | Likes Like |Link to Comment
  • The USDA might cut its outlook for corn inventories on Wednesday due to the worst drought since 1988 and record global demand. Economists forecast stockpiles on Sept. 1, 2013, at 1.22B bushels, 35% below the USDA's prediction in June. However, 2012 production is still expected to rise 9.7% after farmers sowed the most acres since 1937, while the slowing global economy could halt the rally in prices.  [View news story]
    Just give em more government subsidies...
    Jul 9, 2012. 05:45 AM | Likes Like |Link to Comment
  • Apple (AAPL) is reportedly planning to roll out a smaller, cheaper iPad by the end of the year, with a screen that's 7-8 inches diagonally vs. the current 9.7 inch version. Apparently Apple's at least a little bit worried about the Nexus 7 (GOOG) and Surface (MSFT).  [View news story]
    http://bit.ly/LzcG8r "Realizing that Windows is not a hegemony will unleash market forces that nobody can predict."
    Jul 5, 2012. 04:31 AM | Likes Like |Link to Comment
  • At Long Last: An ETF To Bet Against The Euro [View article]
    Is there a long Drachma fund?
    Jul 3, 2012. 01:45 PM | 1 Like Like |Link to Comment
  • 2 Reasons Why Gold Could Rally [View article]
    Thanks for digging up that nugget on the "zero risk" classification.
    Jun 29, 2012. 01:45 AM | Likes Like |Link to Comment
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282 Comments
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