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  • Murdoch’s Bing Bluster Will Hurt News Corp, Not Google [View article]
    MSFT fails to understand that an antitrust trial under Obama is not likely to result in a "slap on the wrist", like it did in the Netscape case under Bush.
    Nov 27 23:44 pm |Rating: +1 0 |Link to Comment
  • 5 Good Dividend Plays [View article]
    But, the Android is a dog. And the network, though big, is CDMA. And the CEO's an idiot. I'm not a huge T fan, but I like it over VZ. And my TEF has been doing better than either.


    On Nov 27 10:15 AM skrummydummy wrote:

    > I definitely agree about T, VZ, and BP, especially VZ. I really like
    > Verizon the best of all because it's no longer a widows-and-orphans
    > stock. Instead, VZ has become a major growth story with the introduction
    > of the new Android smart phone. The release is perfect for the holidays.
    > And just think about all of those lucrative new service contracts!
    > Vodaphone should be added to the list since it shares much of the
    > same revenue stream. It too pays a great dividend.
    >
    > Skrummy
    Nov 27 23:40 pm |Rating: 0 -2 |Link to Comment
  • What if Steve Jobs Hadn’t Returned to Apple in 1997? [View article]
    Superb post.


    On Nov 27 10:55 AM Old Hand wrote:

    > Spot on, dude.
    >
    > Your comments about getting the NeXT deal are very interesting.<br/>
    >
    > When the history of the computer industry is written, Steve Jobs
    > will occupy a position of importance well above Gates. Not that
    > Gates has not been important. Gates has been important, in a very
    > negative way.
    >
    > The pivotal decision in the PC industry was IBM's product strategy
    > of putting an open hardware architecture on the market. The killer
    > app was Lotus 1-2-3.
    >
    > Gates has been an outstanding monopolist. He managed to get away
    > with inflicting a piece of junk on the market, getting hundreds of
    > millions of users hooked on this junk. His junk has been bug-ridden
    > and glacially slow to evolve. Gates' junk is based on an incoherent
    > theory of OS design that has been wide open to hackers. Very importantly,
    > the defects in the junk Gates has pushed on the world have caused
    > untold costs for end users and OEMs.
    >
    > I believe that Gates and Microsh*t should rightfully have been the
    > targets of the largest class action products liability and antitrust
    > case in the history of the world -- past and future.
    Nov 27 23:00 pm |Rating: 0 0 |Link to Comment
  • HP vs. Dell: Showdown at the Windows 7 Corral [View article]
    If you had a "forced choice" of one of these loser companies, for sure, HP is MUCH preferable.
    Nov 25 09:18 am |Rating: 0 0 |Link to Comment
  • Whatever Happened to Those Ethanol Companies? [View article]
    Betting against the Laws of Thermodynamics is like betting against the casino-- you may win for a short time, and if you do, leave the table while you are still ahead!


    On Nov 24 09:06 AM John Bowman wrote:

    > Serves them right. What a waste of natural resources and no added
    > benefit to auto drivers or to the American public in general.
    >
    > It's a lose-lose situation no matter how you look at it.
    Nov 24 23:49 pm |Rating: 0 0 |Link to Comment
  • Whatever Happened to Those Ethanol Companies? [View article]
    Ethanol was heavily promoted by BUSH. I'll grant you Obama did not "kill" it, being from a corn state, but put the blame where it belongs.


    On Nov 24 03:11 AM sako shooter wrote:

    > Government loves green energy, the market does not. So, at the
    > central planner’s behest, we shocked grain markets, drove the price
    > of food higher, funneled scarce resources into ethanol production
    > capability, and the ethanol refiners are declaring bankruptcy.
    > Central planning at its finest. The Obama administration tells us
    > we need more central energy planning. Wonder how long it will take
    > windmills to go the way of ethanol?
    Nov 24 08:24 am |Rating: +7 -8 |Link to Comment
  • Bing Tries to Buy the News [View article]
    "Rupert Murdoch is pointing a gun to Google’s head, and Microsoft (MSFT) is helping him pull back the trigger."

    Murdoch and Ballmer are pointing a gun at their own feet.

    If they pull a transparent stunt like this, the DoJ will shut them down faster than you can spell A-N-T-I-T-R-U-S-T. We don't have a mama's-boy, like Bush, sitting in the White House now, like we did for the first MSFT DoJ trial.
    Nov 23 14:46 pm |Rating: +1 -2 |Link to Comment
  • Dell's Lack of Innovation Disappoints  [View article]
    I don't see hard drives going away, but I expect weaker players, like Seagate, will get shaken out.


    On Nov 23 01:47 PM ryanclarke wrote:

    > Dell is only a few steps behind Gateway ... to the grave. I go as
    > far to say this, and to save the reader twenty pages of analysis,
    > for a very simple reason.
    >
    > Dell, just like Gateway, just like Compaq, just like all the other
    > "computer" companies ... relied on other manufacturers to actually
    > do the "hard work" ... such as Intel, Microsoft, and Seagate .. and
    > actually build the factories that make the components of a Dell box.
    >
    >
    > Assembly work isn't very profitable ... just ask the "mom and pop"
    > computer stores that boomed in the earlier 90's which called it quits
    > with the tech bust in 2000.
    >
    > I mentioned Seagate in my list ... because it bought Maxtor, another
    > hard drive maker ... a few years back. Seagate is simply a mess.
    > Soon only Western Digital will be around ... and I don't see them
    > surviving the move to "flash hard drives" which is where the Koreans
    > are going to make all their money.
    Nov 23 13:56 pm |Rating: 0 0 |Link to Comment
  • Google's Android: Emerging as a Legitimate Mobile OS [View article]
    Idiotic comment, in that Droid is a low-end OS that will take share from WEAKER players, like WinMO and Symbian, if anybody.


    On Nov 20 04:17 PM Nextel Accessories wrote:

    > It is a sweet OS, I expect is to gain market share at Apple's expense
    Nov 20 20:45 pm |Rating: 0 0 |Link to Comment
  • 10 Reasons to Believe That We're in a Depression [View article]
    AND Obama has to show SOME positive improvement in the economy by next November or he could lose seats in the House and Senate-- nevermind the whole deprsesion is "W's" fault; people have short memories. So far, we have lots of stim, money spent with NO really obvious results--employment still sucks and that's the biggest number in people's consciousness.


    On Nov 19 11:52 AM Mad Hedge Fund Trader wrote:

    > bdc I know what keeps Obama awake at night. Let’s say we spend our
    > $2 trillion in stimulus and get a couple of quarters of weak growth.
    > Then once the effects of the stimulus wear off, we slip back into
    > a deep recession, setting up a classic “W.” Unemployment never does
    > stop climbing. This happened to Roosevelt in the thirties. So congress
    > passes another $2 trillion reflationary budget. Everybody gets wonderful
    > new mass transit upgrades, alternative energy infrastructure, and
    > bridges to nowhere. But with $4 trillion in spending packed into
    > two years, inflation really takes off. The bond market collapses,
    > the dollar tanks big time, gold goes ballistic to $5,000, and silver
    > explodes to $50. Ben Bernanke has no choice but to engineer an interest
    > rate spike, taking the Fed funds rate up to a Volkeresque 18%. Housing,
    > having never recovered, drops by half again. This all happens in
    > the 2012 election year. Obama is burned in effigy, a Mormon is elected
    > president, and the Republicans, reinvigorated by new leadership,
    > retake both houses of congress. We invade Iran. Crude hits $500.
    > This is not exactly a low probability scenario. Remember Jimmy Carter?
    > This is why junk bond yields are still stubbornly high at 12.5%,
    > and credit default swaps live at lofty levels. Are the equity markets
    > pricing in this possibility? No chance. The risk of Armageddon is
    > still out there. Personally, I give it a one in three chance. Pass
    > the Xanax.
    Nov 20 08:57 am |Rating: +7 -4 |Link to Comment
  • Should Microsoft Be Scared of ChromeOS? [View article]
    "A desktop/netbook that does less than the average smartphone will by the time it hits the streets."

    This is why the iPhone is the "REAL" "net book".


    On Nov 19 04:30 PM jack dee wrote:

    > yep, its just what everyone has been waiting for.
    >
    > A desktop/netbook that does less than the average smartphone will
    > by the time it hits the streets.
    >
    > good luck with that. Goog is taking its eye off the ball.
    >
    >
    > (long goog msft)
    Nov 19 21:20 pm |Rating: 0 0 |Link to Comment
  • Are Netbooks Just a Fad? [View article]
    Yes, they are a fad. If you REALLY want ultra portable and cheap, get an iPhone. You can put those right in your pocket. And they are no-compromise, solid hardware; not junk.
    Nov 17 22:03 pm |Rating: +2 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    This is treasonous!

    And even if they stuck to civilian aircraft-- would YOU personally fly on some Chinese-built tinn can?


    On Nov 16 12:00 PM Socialism cannot compete! wrote:

    > So...no national security concerns there with GE "joint venturing"
    > with AVIC. :( How in h#ll have we allowed this to continue???<br/>
    Nov 16 20:35 pm |Rating: 0 0 |Link to Comment
  • Apple to Open 50 More Stores - Let's Be Careful, Steve [View article]
    The reality is that: 1) everybody uses computers. That is likely to remain true. 2) about 90% of people in the US (more overseas) are still mired in Windows-world. This represents a HUGE potential upside for Apple 3) Apple stores are great for seeing Macs, pre-purchase, and for service and support. Sharper Image sold gadgets (electric back rubbers and such); computers are largely utilitarian.


    On Nov 16 02:12 PM Techtrader10 wrote:

    > I'm not an Apple hater. I'm just trying to keep people like you in
    > reality mode! People get into these "euphoric stupors" and have no
    > fear of the market and find themselves in trouble because of it.
    >
    Nov 16 16:24 pm |Rating: +2 0 |Link to Comment
  • China: Consequences of the Sleeping Lion Awakened [View article]
    You are exactly right. Japan had a lot more going for it, and in the 1980's than China does now, and yet, it proved to be a bubble.

    Having said that, I wouldn't short China over the next 24 months.....


    On Nov 16 09:14 AM China Interest wrote:

    > The similarities between China now and Japan in the late 1980s have
    > substantial overlap. Be cautious folks! I live in China and not all
    > things are what they seem.
    Nov 16 11:55 am |Rating: +3 -4 |Link to Comment
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