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Paul Zimbardo

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  • Google to Turn Times Square into a Giant Voice Search Experiment on Friday [View article]
    Assuming lots of people try doing this on Friday, how long can Google keep a huge map up on the screen? I can understand scrolling on the ticker but keeping a map up long enough to read it just seems unrealistic.

    More importantly, this makes for a decent publicity stunt if advertised well but I don't see this driving more users to Google Search by Voice.

    Happy Thanksgiving all!
    Nov 26, 2009. 03:29 PM | Likes Like |Link to Comment
  • Research in Motion Negativity Looks Overdone [View article]
    Agreed completely. So in the analyst's opinion Research in Motion has been relatively successful in combating Apple's iPhone for the past two years but it will fail miserably in reacting to Motorola's Droid?

    I have owned Motorola for quite some time (unfortunately) and the company has had no good products for the last three or four years. I find it appalling that anyone believes that RIMM will lose HALF of its value due to competition from MOT.
    Nov 2, 2009. 01:37 PM | Likes Like |Link to Comment
  • S&P 500 Dividend Aristocrats: Two More Investment Candidates [View article]
    Very good reminder. Those who want to know more about the Dividend Aristocrats should check out this PDF:


    On Oct 30 10:31 AM David Van Knapp wrote:

    > Just to underscore a point that Avi makes: Just because a stock is
    > on the Dividend Aristocrats list does not make it a good investment.
    > S&P only updates the list once per year, in December, so the
    > current list still contains several stocks that have already cut
    > their dividends in 2009. They will be ineligible for next year's
    > list, but they are still on the currrent list even though the damage
    > has already been done. Use the list as a starting point, not as an
    > imprimatur.
    Oct 31, 2009. 07:55 PM | Likes Like |Link to Comment
  • Google Responds to AT&T's Claims of Call Blocking [View article]

    I guess the other carriers don't have the type of data splicing and dicing capabilities that GOOG has. Or perhaps AT&T has no real incentive to cutout these expenses?

    On Oct 29 05:39 PM Weez wrote:

    > And why didn't the other carriers point this out before?
    Oct 31, 2009. 07:50 PM | Likes Like |Link to Comment
  • Baseball's defending champion Phillies won the first game of the World Series last night, spurring speculation on an uncomfortable financial parallel: The last time Philadelphia won repeat championships was 1929 and 1930. A Moody's economist's study shows the economy souring whenever a Philly team wins the title.  [View news story]
    Perhaps they are in the wrong line of business?

    On Oct 29 08:35 PM a fat panda wrote:

    > "A Moody's economist's study shows the economy souring whenever a
    > Philly team wins the title. "
    > So that is what they were studying when they issued those AAA ratings
    > on junk bonds. At least they are studying something, given the performance
    > of their AAA bonds one might have guess that it was just a monkey
    > in the back office with a handful of darts.
    Oct 29, 2009. 08:38 PM | Likes Like |Link to Comment
  • Sept. Metropolitan Area Employment: Unemployment worsened in 371 of the 372 metro areas tracked by the Dept. of Labor, with 13 areas now above 15%.  [View news story]
    "Bismarck, N.D., registered the lowest unemployment rate in September, 2.9 percent, followed by Fargo, N.D.-Minn., 3.7 percent, and Grand Forks, N.D.- Minn., 3.8 percent."

    Time to move to North Dakota yet? There are under 4,000 (officially) unemployed people in Fargo! I think you might find that many on one block in areas of Michigan.
    Oct 28, 2009. 10:25 AM | Likes Like |Link to Comment
  • Has Blog Reading Gone Mainstream? [View article]
    The line between what is a blog and what is actually news content is quickly vanishing. For example, in the past hour I have read numerous news articles, blogs, blogs about news articles, blogs about blogs, news articles, about news articles, blogs from news companies, and even one blog about a blog about a news article.

    Clearly the permutations are endless.
    Oct 26, 2009. 05:51 PM | Likes Like |Link to Comment
  • Running the Numbers: The Roller Coaster That Is Apple [View article]
    As many have mentioned GAAP vs. non-GAAP, I thought it was worthwhile to note that the FASB has finalized ASU 2009-13 dealing with Multiple-Deliverable Revenue Arrangements.

    Oct 10, 2009. 07:30 PM | Likes Like |Link to Comment
  • Research In Motion (RIMM): Q2 EPS of $1.03 beats by $0.03. Revenue of $3.5B (+37%) vs. $3.6B. Sees Q3 revenue of $3.6B-3.85B vs. $3.92B. Shipped about 8.3M devices and added 3.8M net new BlackBerry accounts, to total of 32M. Shares -10.3% AH. (PR)  [View news story]

    RIMM will definitely rebound. This is not a case of a company performing poorly - their revenues were up 37% in a recession! RIMM is now fully locked into the consumer market and will continue to experience huge growth. iPhones are much better than Blackberries in general (disclosure: I own both a blackberry and three iPods of varying models) but there is still plenty of room in the market right now.

    For further proof that RIMM will rebound eventually, take a look at what happened in June when it released its last earnings.


    Investors in RIMM just have a habit of getting ahead of themselves then punishing the company for missing their lofty expectations.

    On Sep 24 04:18 PM TechStockMan wrote:

    > Do you think RIMM will rebound?
    Sep 24, 2009. 07:29 PM | Likes Like |Link to Comment
  • Buy Apple, Says Analyst [View article]
    My favorite aspect is his factors for continuing success: "continue developing new and innovative products".

    I cannot think of one company in which that would not apply. Nice boilerplate to throw in an analyst's report.
    Sep 4, 2009. 12:48 PM | Likes Like |Link to Comment
  • Should You Invest Based on Google Searches? [View article]
    As always, I am never one to turn down a source of information, especially one with the weight of Google; however, this should certainly not be the primary factor when making investment decisions.

    In regards to "click fraud", I hardly believe that people are generating false searches for car buying or anything of the sort. For individual companies, perhaps, for macro trends, no.
    Sep 4, 2009. 12:45 PM | Likes Like |Link to Comment
  • Garmin's Nuvifone: Why I Don't Expect It to Gain Much Traction [View article]

    Garmin's gross margins have not be near 50% since 2006. If you investigate Garmin you will see that its financial performance and margins have been eroding quickly in the face of increased competition.
    Aug 28, 2009. 01:43 PM | Likes Like |Link to Comment
  • A recent study (.pdf) highlights analysts and portfolio managers' favorite research tools. Top of the list: meeting with management and industry conferences. Bottom of the list: sell-side research, IR websites, and 'smart money.'  [View news story]
    Unfortunately individual investors typically do not have the ability to meet with management or attend these conferences. At least Seeking Alpha is allowing us to "talk to other investors", which 22% of the respondents said was "very important"!
    Aug 17, 2009. 11:03 AM | Likes Like |Link to Comment
  • McDonald's is a well run company that DID beat the recession; however, should anyone be surprised? Newsflash: All low-cost retailers outperformed (such as Dollar General and Wal-Mart) their peers due to price conscious consumers. A better title for the article would have been "How McDonald's was well positioned for the recession".
    Aug 12, 2009. 01:56 PM | Likes Like |Link to Comment
  • Amgen (AMGN +0.6%) pops after the FDA publishes briefing notes for Thursday's advisory committee meeting about Amgen's experimental bone strengthening medicine, denosumab.  [View news story]
    Denosumab (aka Prolia) would not only be another blockbuster for Amgen (in addition to Embrel and Aranesp), but would be a dramatic benefit to those suffering from osteoporosis and bone loss related to cancer. The safety concerns focusing on infection are serious, but are not unexpected. Hopefully the world is introduced to another beneficial medication sooner rather than later.
    Aug 11, 2009. 02:54 PM | Likes Like |Link to Comment