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Rich Birecki  

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  • Mobile In The News [View article]
    Google should see significant future gains in mobile, as the technology for search gets better, and this assumes the cell phones will get better protection from hackers.
    Speaking of mobile, here is a column about Google trying to digest Motorola
    http://bit.ly/HS1S5G
    Apr 16, 2012. 12:19 PM | Likes Like |Link to Comment
  • Hewlett-Packard: Whitman Has To Move Fast [View article]
    for the record, whitman has said frequently that investing in R+D is key (unlike Hurd who was a bean counter) which has given hope to HP rank and file.
    Apr 15, 2012. 12:47 PM | Likes Like |Link to Comment
  • Goldcorp Ready To Rocket Higher From Acquisitions, Gold Prices [View article]
    This is a fine column, as long as god prices maintain their levels.
    here is a column about how tech is, in a way, supplanting gold as a store of value.
    http://bit.ly/Ae5I85
    I'm sure you might disagree, but it is well written :)
    Apr 15, 2012. 02:38 AM | Likes Like |Link to Comment
  • Think Facebook May Buy Bing? Yahoo May Have Something To Say About That [View article]
    I think that Yahoo would go along with this. They have already absolved themselves of search, and sent those engineers to the sidelines, or to work on other projects.
    they refuse and then what, go back to their old crappy alogorithims that are likely very dated ...
    Here is a column about Bing going to Facebook as well--
    http://bit.ly/HGN0Ea
    Apr 14, 2012. 04:39 PM | Likes Like |Link to Comment
  • Rumors have emerged that Google (GOOG) has offered Motorola Mobility's (MMI) phone business to Huawei "at a high price," though a WSJ source denies it. Officially, Google (GOOG) remains committed to holding onto the phone business, and says there will be a "firewall" between it and the company's Android unit, so as to prevent conflicts of interest. Nonetheless, Android partners aren't thrilled.  [View news story]
    I think Google will reatin the hardware division too ... here is a column about GOOG 's challenges in absorbing Motorola
    http://bit.ly/HS1S5G
    Enjoy!
    Apr 14, 2012. 04:34 PM | Likes Like |Link to Comment
  • Google Pitches Plus To Grownups [View article]
    Good column Dana. I really wonder if Google will be able to squeeze any profit out of MMI with Google branded gadgets.
    They won't be monetizing Plus anytime soon though. Not until they are actually competing with facebook.
    I think Facebook is their biggest threat, to their core search product. here is a column about that.
    http://bit.ly/Hcq2Vj
    Apr 12, 2012. 11:48 AM | Likes Like |Link to Comment
  • Steve Cohen's Top Tech Stocks: Why It Makes Sense To Buy Google [View article]
    Since you mentioned Google vs. facebook, I am not sure if you are aware just what a huge threat Facebook is to big G, and why they have put SO MUCH resources and effort behind G+.
    Here is a column about facebook vs. Google in social + search--
    http://bit.ly/Hcq2Vj

    facebook IS a threat
    Apr 11, 2012. 07:23 PM | Likes Like |Link to Comment
  • Google Seen Posting Solid 1Q 2012 Earnings On Strength In Ad Spending [View article]
    The earnings are tomorrow, here is a column predicting an upside beat to earnings, as well as why, and projecting out a little into the future.
    http://bit.ly/IdkyKV
    Apr 11, 2012. 07:19 PM | Likes Like |Link to Comment
  • Time Warner Could Put Netflix Out Of Business Tomorrow [View article]
    good column Rocco.
    What about if TWX bought out Netflix? It is a possibility. here is a column discussing that possibility--
    http://bit.ly/Iu7tPK
    Apr 11, 2012. 02:52 PM | Likes Like |Link to Comment
  • Netflix: A Strong Buy, Despite Changing Market [View article]
    krauser, i agree with you on this, Netflix is worth something, but not 25 times earnings as competition rains upon them
    Apr 11, 2012. 02:28 PM | Likes Like |Link to Comment
  • The Warmest March: 3 Companies Poised To Gain, 1 To Lose [View article]
    That is a big range of netflix worth calculation. I agree with you however on the company, but for different reasons, not just because it is spring--
    http://bit.ly/HvDXIP
    here is a column listing competitive pressures facing Netflix, with more info.
    Apr 11, 2012. 12:26 PM | Likes Like |Link to Comment
  • Netflix: A Strong Buy, Despite Changing Market [View article]
    Netflix still has a rich valuation. There is, as you pointed some, a massive wave of competition heading netflix's way.
    if you wish to read more on the chalenges facing Netflix, here is a good column-
    http://bit.ly/HvDXIP
    I think NFLX best opportunity is being bought out honestly.
    Apr 11, 2012. 03:26 AM | Likes Like |Link to Comment
  • After The Technology Sell-Off: 4 Potential Buys, 1 To Avoid [View article]
    interesting comments about Google. Would love to know where you got the social data statistics you supplied for facebook vs. G +

    as for Google's upcoming earnings, here is a column predicting upside surprise--
    http://bit.ly/IdkyKV
    Apr 10, 2012. 11:25 PM | Likes Like |Link to Comment
  • Why Netflix Could Fall Significantly This Year [View article]
    Overall, I agree with your column. In terms of "free publicity" Reed might have been buttering up cable execs to get his business as a stand alone cable channel ...
    here is another column describing the torrent of competition that is coming Netflix's way in streaming--
    http://bit.ly/HvDXIP
    good, fun read
    Apr 10, 2012. 11:07 AM | Likes Like |Link to Comment
  • Note To Netflix: DVD Library Is An Asset For More Than Accounting [View article]
    I agree with your column and suffered similar DVD/Streaming issues with Netflix. Good job.
    here is another column describing the torrent of competition that is coming Netflix's way in streaming--
    http://bit.ly/HvDXIP
    good, fun read
    Apr 10, 2012. 11:04 AM | Likes Like |Link to Comment
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