Victor Cook

General Motors' Natural Share Level: Can GM Be Like IBM?

Roger, interesting idea. I'll look into it. ~Vic


On Dec 15 02:36 AM Roger Knights wrote:

> Someone should do that sort of analysis on Apple. (I wonder if this
> sort of thinking is behind their cautiousness about increasing their
> market share.)

Microsoft + Yahoo = No Longer a Recipe for Success

Dana,

Not a good recipe for success and besides, Microsoft doesn't need to spend $45 billion to fix their problem, because the source of that problem is in Redmond's back yard. See my post on "Microsoft-Yahoo Deal: A Question of S&M Synergy" at seekingalpha.com/artic...

Dell, You Can't Make a Tune Out of Just One Note

Peyton,

I elaborate on the equation for maximum earnings potential in my August 8, 2007 post on "Morgan Stanley, Merrill Lynch and the Fable of Three Bears." Check it out.

If you really want to dig in the dirt there's a link in that post to an audio slide show I did on "The Rule of Maximum Earnings," based on Chapter 5 in my book "Competing for Customers and Capital."

If you still have questions, or want actually to apply this to a business, you should get your hands on a copy of my book, then go to Appendix A "Definitions and Derivations" pages 250-252 and code the expressions into a spreadsheet and test them on financial accounting data.