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  • Google Will Always Be About Search Innovation [View article]
    Will take a harder look but I agree they are not out of China and probably never will be.
    May 11 07:41 AM | Likes Like |Link to Comment
  • Google Will Always Be About Search Innovation [View article]
    That argues for the improvements that are needed in search
    May 11 07:40 AM | Likes Like |Link to Comment
  • Is RIM Another Palm in the Making? [View article]
    So Wireless Wiz I gather you do not believe the polls that say Republicans will win a significant number of house and senate seats this November? Those are polls of about 1,000 people. Statistically all you need to poll is about 1,000-1,500 people for a population the size of the U.S.
    Apr 10 01:37 AM | Likes Like |Link to Comment
  • Is RIM Another Palm in the Making? [View article]
    From Factset
    Apr 10 01:33 AM | Likes Like |Link to Comment
  • Verizon Rumored to Get iPhone in Q3 2010 [View article]
    Apple won't leave AT&T. It would just end its exclusivity.


    On Dec 13 11:47 AM Graphics wrote:

    > I'm sad iPhone is leaving AT&T but I was hoping sprint got the
    > iPhone I have AT&T I don't lyk it sprint has the best service
    Dec 13 08:28 PM | 1 Like Like |Link to Comment
  • Verizon Rumored to Get iPhone in Q3 2010 [View article]
    The chipset by Qualcomm.


    On Dec 13 05:28 PM Vito Positano wrote:

    > Yes, "by Qualcomm" needs an explanation, even if speculative, because
    > the phrase is not used within any context offered by the article.
    Dec 13 08:27 PM | Likes Like |Link to Comment
  • How Google Apps Could Cost Microsoft Up to $18 Billion in Value [View article]
    Reading is fundamental! The point was that Google's free apps has forced Microsoft's hand towards offering a free option that will cannibalizing the paid version.


    On Jul 20 10:20 AM LA Tech wrote:

    > What a dumb ass dork this writer is. There is no mad rush from exchange
    > users to Google Apps! There is a mad rush from Google make everyone
    > believe that Google Apps is a Microsoft killer.
    >
    > Unless and until Google amasses at least 10M PAID USERS for GoogleApps
    > (currently less than 100K users PAY for GoogleApps) there is no threat
    > to MSFT revenues, period.
    >
    > And according to Google's latest 10Q report, GoogleApps is nowhere
    > close to being 1% of Google Revenues, no matter what Google Enterprise
    > claims.
    Jul 20 07:08 PM | Likes Like |Link to Comment
  • Update on My 2009 Economic Predictions [View article]
    You maybe right. Pride typically goes before a fall.


    On Jul 05 10:50 AM Prudent Man CFA wrote:

    > People who pat themsleves on the back break their arm sooner or later.
    Jul 12 03:16 PM | Likes Like |Link to Comment
  • Update on My 2009 Economic Predictions [View article]
    Thanks for the clarification.


    On Jul 06 12:30 PM john mullinax wrote:

    > For the record, Oracle bought Sun.... (the IBM deal fell apart).
    Jul 12 03:15 PM | Likes Like |Link to Comment
  • Radio Finally Beats the Internet at Something [View article]
    Never said I was a radio expert. Clear Channel radio was taken private by two pe firms.
    Jul 12 03:14 PM | Likes Like |Link to Comment
  • Google: $30 EPS Possible for 2010 [View article]
    I am using a target capital structure which assumes that Google eventually levers the balance sheet.
    Jun 28 01:52 PM | Likes Like |Link to Comment
  • eBay: Where It Stands, Where It Should Be Headed [View article]
    I've known about HA for some time now and their bounce off eBay Live auctions in Dec. Thought they were doing something with WP auctions. Anyway, this supports my point that certain categories are suitable for auctions given the HA deals primarily with Collectibles and Art.


    On Mar 10 04:45 PM Tony P. wrote:

    > Tech A, I generally agree with your viewpoint & statements -
    > just want to add a bit to them..
    >
    >
    > "Advertising and classifieds are clearly strong businesses.. "<br/>
    >
    > Yes, and those Sponsored Ads that directly compete with ebay sellers'
    > items are a wonderful form of cannibalism. Or would that be Predator-ism?
    > No matter; they ultimately take away from both the seller and ebay.
    >
    >
    >
    > "The auction business accounts for half of gross merchandise volume
    > but matured two years ago and appears to be in the decline phase
    > of its product cycle."
    >
    > I realize that you go on to qualify this comment by making suggestions
    > on how ebay might return some vitality to the auctions side of things
    > - BUT -
    >
    > Do some research on Heritage Auctions. According to their website:
    > "$704,176,431 sold at auction and in private treaty sales over the
    > past 12 months."
    >
    > HA was one of the Live Auctions users that ebay cancelled as of Dec
    > 2008. Still, just a casual view of their Jan 2009 auctions show sales
    > at $65MM.
    >
    > They'll prolly end up making More off-ebay AND clear even more by
    > not paying ebay fees!
    >
    > Auctions are far from dead. Hells-bells, ebay the 800 pound gorilla
    > has been trying to kill 'em for years now and they STILL account
    > for 50% of the marketplace.
    >
    > STILL.
    Mar 10 07:57 PM | Likes Like |Link to Comment
  • eBay: Where It Stands, Where It Should Be Headed [View article]
    eBay spent billions (>$5bn) on repurchasing shares and making acquisitions over the past few years. Most of the cash for those transactions came from the U.S. bank accounts. That is why the U.S. cash account is so low relative to the cash balance overseas. They raised debt to acquire Bill Me Later because they did not have sufficient cash in the U.S. bank accounts to pay for it.


    On Mar 09 12:40 PM Bob C wrote:

    > On Mar 09 11:42 AM Media Tech Analyst wrote:
    Mar 10 01:09 AM | 2 Likes Like |Link to Comment
  • eBay: Where It Stands, Where It Should Be Headed [View article]
    Bob C - the cash is overseas because that is where it was generated, i.e., it was generated out of the U.K., Germany, France, etc. sites. Nothing nefarious there.
    Mar 9 11:42 AM | 2 Likes Like |Link to Comment
  • It's an Economic Reset, Not a Recession [View article]
    Can't argue with that...


    On Feb 27 11:00 AM Change is only constant wrote:

    > Tomato, tomato....potato, potato, let's call the whole thing.......reset.
    >
    >
    > So what should we call a system crash? An unplanned maintenance
    > opportunity? I don't mean to be a jerk, but to take an economic
    > term and apply a system metaphor....that doesn't map...... is the
    > problem.
    >
    > I agree generally about oversupply, overconsumption and globalization.
    > To imply however, that we are resetting implies a return. From Bank
    > of America to General Motors, they will not be back in the way they
    > used to work. We are in a brand new age. There is no way back.
    >
    >
    Feb 27 11:43 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
46 Comments
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