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Tom B

Tom B
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  • Abbott Laboratories: Dividend Stock Analysis [View article]
    Dead man walking-- Abbott is shedding pharmaceuticals; the interesting-- and growth creating-- part of its business. Another bone-headed MBA has wrecked a once-great company, alas!
    Dec 5 09:01 PM | 1 Like Like |Link to Comment
  • Amazon's Kindle Fire Jumps To Second Place [View article]
    I've never heard anyone say he didn't like his iPad (I've heard plenty of people say some cheapo knock-off was a better "deal"-- but they tend to be Google investors). What was the problem? Did you get a defective one?
    Dec 4 02:41 PM | Likes Like |Link to Comment
  • Making The Value Case For Microsoft [View article]
    "Windows 8 is an evolutionary operating system, not a Unix clone"

    Translation: The OS will still be a mess, under the hood.

    "a revolutionary user interface" An interface that may suck even worse than Office 2010.

    "Windows 8 and WP8 will produces tons on smart phones and tablets in 2012-13"

    MSFT will make a failed tablet attempt and sell, maybe, 1 or 2 smartphones to EACH MSFT employee next year.

    "Nokia is also a real steal."

    --just like AOL was when Time-Warner merged with them.

    "You can play Microsoft with in the money calls right now at reasonable values"

    You can sit back and watch me lose my shirt.


    Techy stuff sometimes needs a little translation for the layman.
    Dec 1 08:17 AM | Likes Like |Link to Comment
  • 3 Clean Energy Stocks With Strong Sources Of Profitability [View article]
    I like CBT; some of their specialty interests, such as aerogels and graphene are likely to be of increasing importance in construction and energy storage.
    Nov 30 08:28 PM | Likes Like |Link to Comment
  • HP's Meg Whitman Acknowledges Apple Could Surpass HP In 2012 [View article]
    Have you ever tried to actually USE an HP printer? If not, shut up. hey basically suck.
    Nov 30 07:48 PM | Likes Like |Link to Comment
  • Making The Value Case For Microsoft [View article]
    Sure, MSFT as a company, might have another 5, 10, 15 years left in it-- more if they ever create a product worth buying-- but, for value investing, I prefer safer companies.
    Nov 30 07:47 PM | Likes Like |Link to Comment
  • 5 Risky Biotechs With Serious Profit Potential [View article]
    I like GILD a lot-- very strong science there, and well-managed.

    LONG GILD, for the long haul.
    Nov 29 09:47 PM | Likes Like |Link to Comment
  • Pfizer: Undervalued And A Potential Dividend-Booster [View article]
    This is a grossly mismanaged company, running on fumes, which has more or less jettisoned over 90% of its R&D. Big Pharma has been a rather sickly sector over the past decade or so, and PFE is the grandaddy of the whole dysfunctional bunch. I wouldn't touch this stock with a ten foot pole.
    Nov 29 09:46 PM | Likes Like |Link to Comment
  • I Love Apple, But Enough Already [View article]
    "and the Microsoft Office suite of products are much better on a Microsoft-based PC."

    Whoa-- your credibility drops to zero. Have you used a RECENT version of Office on Windows? The user interface is SO horrendously awful it is as if they paid a team of consultants to make the WORST user experience IMAGINABLE. Everything is off an extremely inconvenient ribbon at the top that does its best to hide as many functions as possible.

    "Windows 7 is actually pretty good"

    Good for MICROSOFT, and children or businesses with very modest needs, but it isn't UNIX. It is not secure, fast, or robust.

    "Whether it be the Android phones or the new Amazon (AMZN) Kindle Fire, there are viable alternatives emerging to the iPhone and the iPad." The Fire competes against the Kindle I and against Android efforts; not against the iPad. Android PHONES are for people too cheap to actuallY PAY for a phone.

    "ould you rather own AAPL, a fabulous consumer electronics company that dominates three of the hardest businesses to dominate globally, or ExxonMobil (XOM), with massive reserves in oil and gas and an enormous base of retail and refining businesses that are necessary to facilitate movement throughout the global economy?"

    Where have YOU been? We're running out of oil, dude. That's try the clueless are extracting it at great cost from shale and other poor sources.

    Computers, in contrast, are still a growing market. And Apple sits at 5% market share against a competitor (MSFT), run by a schmuck, that obviously gave up on even TRYING years ago-- some time before Gates left.
    Nov 29 09:32 PM | 3 Likes Like |Link to Comment
  • How Apple Disrupted Its Markets On A Shoe-String R&D Budget [View article]
    One of the things NeXT focussed on, the company Jobs led before returning to Apple, was developing highly advanced programming tools. These tools were carried over into OS X and iOS, and my developer friends tell me they are still the most advanced API's out there.

    Also, the underpinnings of those iOS and OSX, UNIX, is far more sophisticated from decades of open-source input than Windows is likely to ever be.
    Nov 28 11:45 AM | 1 Like Like |Link to Comment
  • Want To Invest In China? Buy Apple [View article]
    Excellent article.
    Nov 27 08:59 PM | Likes Like |Link to Comment
  • "It's not an iPad competitor or alternative. It's not the same kind of device at all. And whatever it is, it's a bad version of it," writes Instapaper creator Marco Arment in a scathing review of the Kindle Fire (AMZN). GigaOm's Kevin Tofel feels differently after a 30 minute test run, saying for $199, it's a nice device to enjoy media. "Did you do this to your Kindle Fire?" asks Om Malik.  [View news story]
    Just saying they might treat reviews of their OWN, highly flawed product-- differently.
    Nov 21 07:05 PM | Likes Like |Link to Comment
  • Trans Canada Corp. And The Politics Of Today [View article]
    The oil companies always have an excuse when something goes wrong. I wouldn't want that pipeline over MY water supply-- why assume Nebraskans are stupid?
    Nov 20 05:22 PM | 1 Like Like |Link to Comment
  • The Question No One Asks GE [View article]
    I think their competition has become relatively more capable over the years. I'd take ABB or Siemans over GE at this juncture.

    I hold some GE, though, and while it's been a loser for me, I'm going to give it more time. If we ever get out of the Bush Recession, increased infrastructure spending might buoy the stock. I do NOT favor a break up.
    Nov 20 05:13 PM | Likes Like |Link to Comment
  • Pushing Onwards With CETP Inhibition: What Big-Time Drug Development Is All About [View article]
    "Will they fail for tox like Pfizer did, telling us that we don't understand CETP inhibitors?"

    With 9 flourines, you can pretty much make anything toxic. 1 or 2 or even 3 may be good for metabolic stability-- 9 makes mean cringe from the potential Vd issues.
    Nov 20 05:07 PM | Likes Like |Link to Comment
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