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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
  • Microsoft CEO Steve Ballmer on the Smartphone Market
    The key quote from Michael Arrington's interview with Steve Ballmer:

    "When 1.3 billion phones a year are all smart, the software that’s gonna be most popular in those phones is gonna be software that’s sold by somebody who doesn’t make their own phone."     
    Tags: MSFT, AAPL, MOT, NOK, RIMM, mobile, smartphones
    Sep 25 08:45 am | Link | Comment!
  • A Warning to Amazon in News Corp's Conf Call
    From the News Corp earnings call transcript: 
    Intense research and development is being done by many companies to produce convenient and inexpensive mobile reading devices. Right now we are working with software, hardware, and other publishers within the industry to develop a model that works for consumers. Beyond the economics, it is crucial we maintain a direct relationship with our customers.
    Sounds like more competition is on the horizon for Amazon's Kindle.
    Tags: AMZN, NWS, Kindle, mobile, free
    Aug 07 06:53 am | Link | Comment!
  • News Corp on Charging for Online Content
    This was the key question from News Corp's conference call:
    Andrew Clark - Guardian News
     
    Just on the subject of charging for newspaper Web sites, I wondered how much of a risk do you think it is to be the first to do this? What can you do to stop readers simply migrating to sites that remain free that are part of other media organizations?
     
    K. Rupert Murdoch
     
    Just make our content better and differentiate it from other people. And I believe if we're successful, we will be followed by all the media. Frankly, the big free competition will be coming from the BBC.

    Source: News Corporation F4Q09 (Qtr End 06/30/09) Earnings Call Transcript
     

    Tags: NWS, YHOO, NYT, WPO, media, online content, free
    Aug 07 06:42 am | Link | 1 Comment
  • Why Apple's Laptop Business will Crash in 18 Months

    NPD recently released data showing that for computers over $1,000, 91% of the spending goes to Apple. Adding a veneer of analysis to that data, MG Siegler claims that "Apple is a Porsche and PCs are a Camry":

    More »
    Tags: AAPL, GOOG, MSFT, DELL, HPQ, INTC, AMD, OS
    Jul 26 02:46 am | Link | 3 Comments
  • Bankrate.com's Final Curtain Call Was an Online Advertising Horror Show

    Bankrate (RATE) announced that it is being acquired by Apax Partners, a private equity firm, for $28.50 per share in cash. Simultaneously, RATE preannounced that its Q2 revenues fell 23% y-o-y and its results missed consensus estimates.

    Here's what ThinkEquity said about Bankrate's Q2 results; emphasis is added by me:

     

    More »
    Tags: YHOO, GOOG, NWS, NYT, online advertising
    Jul 23 05:10 am | Link | 5 Comments
  • Apple Slams Netbooks - Again

    From last night's Apple conference call:

    More »
    Tags: AAPL, DELL, HPQ, INTC, AMD, netbooks
    Jul 22 06:46 am | Link | Comment!
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