Seeking Alpha

Hedged In's  Instablog

I'm a (for now anonymous) manager of a long-short fund which is not open to external investors. I have extensive experience on Wall Street and in the technology industry. I look for strong trends and reasonable valuations (GARP?), particularly in the technology and media sectors. Recently, for... More
  • Apple Slams Netbooks - Again 0 comments
    Jul 22, 2009 06:46 AM | about stocks: AAPL, DELL, HPQ, INTC, AMD

    From last night's Apple conference call:

    I think some of the netbooks that are being delivered or many of those are -- have very -- are very slow. They have software technology that is old. They don’t have a robust computing experience. They lack horsepower. They have small displays and cramped keyboards -- you know, I could go on and on but I won't. 

    Here are all the mentions of netbooks in Apple's call.

    Themes: netbooks Stocks: AAPL, DELL, HPQ, INTC, AMD
Back To Hedged In's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Full index of posts »
Latest Followers

StockTalks

  • The real star of today's car sales numbers: not TM, not HMC, but HYMLF.PK.
    about 14 hours ago
  • Who'd have thought that GM's sales would be saved by demand for Buicks in China?
    about 15 hours ago
  • SLV was up 4.3% today, more than double SPY and IWV. GLD was up 2.3%. Look at where the momentum is.
    1 day ago
More »
Posts by Ticker
AAPL, ABX, ADBE, ADE, ADRE, AIG, AKAM, ALU, AMAT, AMD, AMTD, AMZN, ANSW, ARMH, ASA, AU, AUO, AYT, BAC, BBY, BCRX, BDX, BIDU, BIK, BKF, BKS, BNPQY.PK, BRK.A, BRK.B, BZF, C, CAF, CBS, CEF, CEW, CHN, CMCSA, CNY, CRM, CSCO, CSV, CUD, CVS, CYB, DBE, DBO, DBV, DELL, DEM, DGL,

Latest Comments


Most Commented
  1. An Insider's View of Commercial Real Estate (10 Comments)
  2. Which Companies Do Business with Iran? (5 Comments)
  3. Bankrate.com's Final Curtain Call Was an Online Advertising Horror Show (5 Comments)
  4. Soros: This is a Bear Market Rally (4 Comments)
  5. Does This Sound Like 'Do No Evil'? (4 Comments)
Posts by Themes
ads, adsense, advertising, aging, android, arpu, asset allocation, banks, behavioural finance, bonds, bonuses, brokers, buffett, CDN, china, Chrome, coffee, cyclicals, demographics, dialup, dollar, earnings, ebooks, economy, emerging markets, fast food, free, gold, Google apps, government policy, healthcare, hedge funds, hosting, housing, inflation, inflows, internet, Internet advertising, internet advertising, iphone, iran, Japan, Kindle, kindle, krugman, long ideas, luxury, madoff, magazines, market,
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.