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Wisdom vs. Information

 
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  • While Steve Jobs has only now resigned as CEO, Joe Wilcox thinks the quality of Apple's (AAPL) products was already on a decline that began around the time of Jobs' Jan. '09 medical leave, as the simplicity that defined Apple's offerings for much of Jobs' reign gave way to growing complexity in platforms such as iTunes, iOS, and Mac OS X.  [View news story]
    adding features as silicon/software improve is evidence of a 'decline'? dumb
    Aug 28 09:35 PM | Likes Like |Link to Comment
  • Why Tech Stocks Deserve to Be Cheaper Than Industrials [View article]
    so, tech stocks were over-valued in 1998? all you tech-is-scary types, this is how it works: Buffet only "invests" in industries he can control thru legislation (insurance, traspo, etc) and since he has not figured out how to institutionalize tech, he avoids it. bravo brave Warren! bravo Felix, who is a big fan of the institutionalization of capital as well. hopefully those guys encourage some of you to sell to me-- cheap
    Jul 25 05:52 PM | Likes Like |Link to Comment
  • After Today's Move, Broadsoft Gets a Longer Look [View article]
    BSFT is to SIP trunking as APKT is to SBC. Adjust your portfolio accordingly
    Mar 9 04:17 PM | Likes Like |Link to Comment
  • 6 Tech Stocks Trading at Bubble-Like Valuations [View article]
    PEx is worthless on next gen companies. Simplistic to the point of worthless. Price to sales is the only ratio that matters, and year over year quarterly revenue growth. Some of these companies are growing their sales forces and infrastructure quickly, thus will not be profitable while growing. Also, revenue was extrememly impressive, only quarterly guidance missed. The elephants are shaking the monkeys out of the trees of the fastest growing sectors. This monkey will be loading up. FD: long FNSR and CTXS, adding to FNSR. neutral APKT, DRIV & ADVS. no opinion on others
    Mar 9 04:14 PM | Likes Like |Link to Comment
  • The Tech Stock That's Grown Twice as Fast as Apple [View article]
    internet usage is transitioning from browsers to apps on mobile and internet TV. GOOG and RIMM are not competitive in the app space; why do you think Schmidt got fired? adjust your portfolio accordingly
    Feb 17 10:49 PM | 4 Likes Like |Link to Comment
  • PIMCO's Bill Gross's January 2011 Letter: Off With Our Heads [View article]
    ford overpaying his workers led to them striking and demanding even higher wages after Ford announced to the world that he was charging less for his cars than he could. classic b-school case of 'good deeds never go unpunished.' workers became even more overpaid, autos wound up over-priced, and that cycle continued until 2008. shame on big biz/ labor/ gov't complex, although credit must be given for how long they maintained the scam; of course, we were paying a price for that scam all along.

    big labor and big business are two sides of the same coin, you are missing the 'mark' here. both are against small and medium business as the competiton is bad for corporate profits, thus overpaid big labor. big labor thrived in the 70's when small biz was legislatively repressed. now, how did the overall economy do then? the stock market? adjusted for inflation, nothing. paying people $70/hour to build cars is not 'sharing in the prosperity,' it is piracy
    Jan 8 11:36 AM | Likes Like |Link to Comment
  • Lesson From the Past Courtesy of the S&P 500 [View article]
    Tom, ATR is average true range, available as a study in most trading platform charts, or sites like stockcharts.com. I watch it on the futures contracts. EH
    Dec 27 09:17 AM | Likes Like |Link to Comment
  • Four Favorite Stocks for 2011 [View article]
    tree huggers have no shot at outlawing frac; the fedral gov't may begin regulating it so they can rape, er sorry, collect some more taxes, but fracturing is proven and will not become illegal-- frankly, the idea that fracturing might be outlawed is just silly
    Dec 26 11:24 AM | Likes Like |Link to Comment
  • Lesson From the Past Courtesy of the S&P 500 [View article]
    Tom, i measure volatility with ATR. we could see the new paradigm as the big boys and their computers trade for (almost) free; on the other hand, mean reversion usually wins in the end. most likely we will see something in between, higher volatility than in the past but less than the extremes of the last three years. we could be at the bottom of the new range right now, IMO we are at a critical point right now, very interesting
    Dec 26 11:06 AM | Likes Like |Link to Comment
  • Openwave Systems a Good Choice for Growth [View article]
    OPWV has the same issue as most of the other telcom software companies: next gen tech is not selling yet and last gen sales are plummeting much faster than anticipated. since their competitors are mostly small and private, it is hard to tell what exactly is happening; on the plus side, uptake of NSNs competitve product is poor. i see OPWV as all or nothing once nextgen sales kick in, more of a lottery play: several of these companies will truly thrive while the rest disappear, thus OPWV is in a basket of similar companies, low risk high reward
    Nov 20 02:13 PM | 1 Like Like |Link to Comment
  • 13 High PEG Stocks That Are Headed Down [View article]
    PEG is meaningless on the CDNs; try price per sales instead. my concern w/ AKAM is LVLT (no, not b/c of NFLX, LVLT has been vigorously developing its CDN offerings for a while). i agree that CDN could be reaching commodity status as LVLT, Global Crossing and XOXO get into the act-- and if you like AKAM etc, make certain you look at how THOSE three stocks have performed over the last ten years. that said, i do not have the conviction to short AKAM, b/c who knows what innovations will occur as next gen software brings video to cell towers
    Nov 13 01:44 PM | 1 Like Like |Link to Comment
  • The 25 Most Undervalued Stocks Trading Near 52-Week Lows [View article]
    have UEP in the forget-it stack in the IRA. LT i like the story, ST no opinion. if you want to play these dogs, buy a basket. most likely, some of them pop and get up to target prices, giving you a nice return even if the rest continue to lag.
    Nov 13 01:28 PM | Likes Like |Link to Comment
  • Increases in minimum wages had no negative effects on low-wage employment and successfully increased the income of workers in food services and retail employment, Nancy Folbre writes, citing a new study.  [View news story]
    right now, they cannot get a job at all. not an insightful comment
    Nov 1 05:38 PM | Likes Like |Link to Comment
  • Increases in minimum wages had no negative effects on low-wage employment and successfully increased the income of workers in food services and retail employment, Nancy Folbre writes, citing a new study.  [View news story]
    so that is why permanent unemployment keeps going up (even during the economic expansion!), thus the number of people permanently institutionalized by the government and charities? minimum wage does not improve household income, and it never has anywhere. stupid law for ignorant people.
    Nov 1 05:35 PM | 2 Likes Like |Link to Comment
  • Reaction to 3M's Pension Headwinds Is Overdone [View article]
    thanks Tom very timely, pension effects will be news for at least a year. i hope that you are right about the discount rate going up, but i see japan's present as our future. MMM will handle this better than others-- it is the others that should present good short opportunities
    Oct 30 11:30 AM | 1 Like Like |Link to Comment
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