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Paul Zimbardo

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  • With some number of 3-D TV product introductions expected at this week's Consumer Electronics Show, ESPN (DIS) and Discovery Communications (DISCA) start filling in the other half of the equation, unveiling plans for their 3-D networks. ESPN rolls out in June and plans at least 85 live sporting events in the first year; Discovery will join with Sony (SNE) and IMAX (IMAX) to debut next year.  [View news story]
    Key phrase from CNN article: "The new network will require a 3-D television set -- a technology that is still emerging and a step ahead of high-definition -- and 3-D glasses."

    For this reason, I highly doubt it will be successful. If it is, the only real winners will be Wal-Mart, Best Buy, Amazon, and other retailers rather than the content providers.
    Jan 5, 2010. 05:39 PM | Likes Like |Link to Comment
  • Rumor or Hubris? Apple Tablet Connects to Internet via iPhone [View article]
    If the rumored $900+ price target set on this thing are remotely accurate, I cannot see Mr. Jobs forcing users to tether to access the Internet.

    Perhaps iPhone AT&T customers will be able to purchase an add-on for ~$10 to $15 a month that grants web access on the Tablet as well?
    Jan 4, 2010. 11:01 AM | Likes Like |Link to Comment
  • Time's cover story got a peek into Bernanke's own wallet: driver license, Amex card, debit card, "... a Jos. [A.] Bank card where I get my suits, I have a health insurance card. And then I have a variety of other cards, phone numbers, United Airlines, frequent flyer. And I have $45 ... $75 ... $85. I'm all set." At these rates, seems like a lot of cash to have around. (via)  [View news story]
    I think we have found the reason why Joseph A Banks' profit was up 26%!
    Dec 16, 2009. 10:07 PM | Likes Like |Link to Comment
  • Search Engines Lose Volume in November [View article]
    Nice information but I fail to see any real information for trading/investing purposes from examining month-over-month changes in search engine market share.
    Dec 16, 2009. 02:58 PM | Likes Like |Link to Comment
  • Search Engines Lose Volume in November [View article]
    Nice information but I fail to see any real information for trading/investing purposes from examining month-over-month changes in search engine market share.
    Dec 16, 2009. 02:55 PM | Likes Like |Link to Comment
  • Is Citi the Ideal Speculation Play? [View article]
    Accept this "lotto ticket" is backed by the government.

    I do have to agree with Cramer that Citi is a great SPECULATIVE stock.

    On Dec 15 05:21 PM HIGHWATER 888 wrote:

    > The concept of buying Citi on the 'Wing & Prayer' theory of so-called
    > 'normalized earnings' two or three years out makes about as much
    > sense as a Lotto ticket. The banks were saved from insolvency by
    > Treasury and a reluctant taxpayer but the real key to rebuilding
    > their balance sheets (which has enabled these massive stock offerings)
    > has been Fed Policy.
    > If the Fed's low interest/no interest policy gets crushed by the
    > long maturity debt buyers in 2010, most of the TARP banks -- and
    > certainly including Citi-- will be confronting the prospect of 'insolvency
    > 2.0' in the new year.
    > PS - If you are nevertheless a degenerate gambler who simply must
    > make a play on Citi, do yourself the favor of playing the options
    > and take the .48 premium on the sale of the March 2010 $3 -$4 bull
    > put spread. Less risk than the stock at $3.57, but IMO you don't
    > want to own City at $2.52 in March any more than at $3.57 today.
    Dec 16, 2009. 12:39 AM | Likes Like |Link to Comment
  • Aol's Independence Issues [View article]
    Even if AOL currently looks "cheap", I cannot understand how anyone gets excited about investing in AOL with its outdated business model.

    I would rather have an overpriced company with a viable business any day of the week.
    Dec 11, 2009. 03:59 PM | 2 Likes Like |Link to Comment
  • AT&T (T) to customers: You have to use less of our network. Well, not all customers; the company says 3% of smartphone users consume 40% of network capacity, and it plans "incentives" to get high-bandwidth users to reduce. The end of all-you-can-eat data seems to be getting closer.  [View news story]
    I cannot understand how everyone "knows" that Verizon's network will be able to handle the iPhone. Could it be possible that AT&T's network is pretty good but is just getting slammed by all of that iPhone traffic? What is to prevent the same thing from happening to Verizon?

    On Dec 09 04:48 PM 1980XLS wrote:

    > Ironic that their I-phone exclusive customers are maxing out their
    > network. Despite everyones skepticism, when will Apple say enough
    > and abandon ATT for a network that can handle it?
    > Verizon I-Phone may be on the way!
    Dec 9, 2009. 05:30 PM | 1 Like Like |Link to Comment
  • Apple vs. Amazon: An iTablet Would Redefine the Ebook Market [View article]
    Exactly what I was going to point out. Apple's products historically make 30% margins; however, if the $1,000 price point is correct, it would make sense for AAPL to take a hit on margins.

    $1,000 is very expensive for this iProd and it would behoove Apple to simply get it in the hands of as many customers as possible.

    I think we may see something along the lines of with the iPhone:

    $1,000 without a contract
    $600 with a 2-year contract from AT&T (or even Verizon!)

    On Dec 09 05:18 PM craigimass wrote:

    > Hard to imagine how apple would only make a 22 percent profit at
    > a 1000 price point.......something like this should not cost that
    > much to make!
    > I would not buy one at that price - way too high. I would be willing,
    > for instance, to promise the purchase of "x" amount of content per
    > year in return for a lowered price.
    Dec 9, 2009. 05:23 PM | Likes Like |Link to Comment
  • Apple to Buy Lala? [View article]
    Lala allows you to stream the song off of your computer for ten cents but you cannot put it on your iPod/iPhone. If you want to do that, then you must buy the song.

    On Dec 04 04:43 PM RLLH wrote:

    > Why would Apple want you to be able to pay $.10 per song rather than
    > $.99 per song? Doesn't sound like the Apple we know and love.
    Dec 4, 2009. 08:58 PM | 1 Like Like |Link to Comment
  • Will a Black Eye from Consumer Reports Hurt AT&T, iPhone? [View article]
    Consumer Reports lost its relevance when the Internet exploded.

    In other words, this will have no impact on AAPL. It may persuade people from getting a lower-tier phone on AT&T. I use AT&T everyday and I have no problems with it. I guess the cool think to do now is beat-up on AT&T.
    Dec 2, 2009. 08:39 PM | Likes Like |Link to Comment
  • The iPhone's Next Carrier Is Likely T-Mobile, Not Verizon [View article]
    The same analyst (Doug Reid of Thomas Weisel Partners) who broke this rumor in an analyst report also set a $245 price target for AAPL. I guess that was overlooked...
    Dec 1, 2009. 09:53 PM | Likes Like |Link to Comment
  • The iPhone: Apple's First Flop [View article]
    "The company has had a string of hits since it introduced the iPod and its shareholders have benefited sending shares from $7 in 2003 to the $100 they sit at today."

    Glad I didn't listen to this. $100+ /share glad.
    Dec 1, 2009. 02:46 PM | 2 Likes Like |Link to Comment
  • Online sales on "Cyber Monday" were up 16% from a year ago, according to Coremetrics' survey of 500 retailers, following on some strong online numbers from Friday. (AMZN) reports electronics, toys and kitchen items are among their top sellers today.  [View news story]
    A must read article about Black Friday and Cyber Monday myths:

    However, it is a FACT that Cyber Monday has been an accurate indicator of overall holiday season yearly growth (but we all know how useful historical information is...)
    Nov 30, 2009. 10:07 PM | Likes Like |Link to Comment
  • RIM’s Weakness Persists Despite Initiation of Share Buyback [View article]
    As has been stressed before, RIMM's share repurchase is NOT a good sign for long-term investors. RIMM should be using that money to invest in its rapidly aging operating system (yes, I know that they have been somewhat.)

    The fact that RIMM is resorting to share repurchases at such a young stage in its development is certainly troubling. Having said that, long-term RIMM is still significantly undervalued as the entire Droid hype has caused RIMM to be discounted far too much.
    Nov 30, 2009. 10:04 PM | Likes Like |Link to Comment