Ben Around

Short Interest Rises as Nokia Battles Interdigital, Apple

I thought the Nokia patent issue is not even factored into the earnings projections of IDCC. So it seems premature for the shorts to sell this down to these levels. I can't understand the concern, so I bought at 19.

Is There a Connection Between Internet Advertising and the Economy?

I think we will be surprised by the increase in internet activity during this slow-down. Not calling it a recession yet. It has been my experience that when people don't have funds to go out, buy gas, dinner out or drinks they stay home and play with the computers. Check out sales, look at eBay visit defferent websites.

The internet is the new past time. I think goog will offer an earnings surprise. I am not sure about yhoo because they are changing their models and sales tools.

Long on goog.