mojobeta

13 Comments

    • PowerShares DB Gold Offers a Sophisticated Strategy to Small Investors [view article]
      Don - give me a call - bruce watts - 646-637-6391
      lots to talk about - I own DGP gold double long
      All Best.       Jul 07 05:23 PM
    • What Should Microsoft Buy Instead? [view article]
      Agree with previous commentator, Baidu is the MSFT acquisition which stikes fear in the hearts of the Google founders who could never compete due to U.S./China relations and antitrust considerations. And it represents the future, while Yahoo represents the unsuccessful past. May 06 09:50 PM
    • Yahoo for Chickens [view article]
      Real chickens recognize that unless something happens quick, YHOO's quarterly results may be lousy driving the stock to around $15 and resulting in a significant loss for participants in your investment plan. Better bet is to buy Valueclick (VCLK). May 06 09:27 PM
    • Canaccord Adams: Expect More Short-Term Volatility from Research In Motion [view article]
      Apple and its leader Steve Jobs are brilliant product designers and highly talented at getting products to market rapidly; moreover, the advent of open architecture is a wile move to garner designer support. But the iphone is not the choice of businessmen and professionals. In fact, this must feel like deja vu all over again to Jobs because the situation is analogous to the PC/MAC historical competition. When Microsoft introduced software early-on and Word and Lotus 1-2-3 gained their foothold with PC users, the "office-next-door... phenomenon developed. Despite the superior operating system and especially its superior graphics, the MAC couldn't compete with the convenience of business first-time-users learning PC software from the guy or gal in the "office-next-door... The BLACkBERRY phenomenon is entirely analogous to the PC/MAC phenomenon. Once again businessmen have chosen a product perceived as a "serious/professi... product" (the BLACKBERRY)leaving Apple to reap the dollars of youthful, maternal, gift-recipients and rebels plus the rich who can afford both a BB and an iphone. The really good news is that the market(s) are large enough for both companies to make their numbers but serious popular products usually command higher mutiples in the long run than simply popular products and office-next-door products are typically a sure thing compared to simply "popular" products. BUY RIMM for an intermediate move to $175.
      Mojobeta.       May 04 08:16 PM
    • ValueClick Faces New Future Without eBay [view article]
      However the MSFT/YHOO deal proceeds, VCLK will become a more valuable and scarce entity post deal or no deal. Apr 27 01:01 PM
    • Transitioning from Old Thinking to New Platforms in Investment Research [view article]
      The article in the current issue of the Harvard Business Review concerning Google provides a great deal of insight about where state of the art new tech is heading. Apr 27 12:56 PM
    • Microsoft's Quarter and Outlook Are a Mixed Bag (Update 3) [view article]
      Who cares about a mediocre quarter when the company's run rate EPS by mid-2009 will be $2.40+. Using a conservative multiple of 20X since CY 2010 will already be visible should put MSFT at $48 before year-end 2009 producing a 50%+ gain from the current level. Apr 27 12:00 PM
    • What Happens If Microsoft Walks Away from the Yahoo Deal? [view article]
      MSFT/Ballmer are surrounded right now by their banker(s) in a frenzy. They will surely presuade MSFT to do a deal and it will likely be announced within two weeks. I would suggest owning some short term calls on YHOO and VCLK although AOL is admittedly a possibility. A minority deal with Baidu also cannot be ruled out.
      Mojobeta.
      Apr 27 11:44 AM
    • The Google Economy [view article]
      GOOG is rewriting tech history with their huge assembly of brainpower in Silicon Valley. Washington State is great if you like to sail and can tolerate the fog/rain but the happening place if you want to occasionally walk across the street, grab some options and double your base salary is the Valley. And GOOG is the clearing center. The other new leadership company is RIMM which is now the gold standard of PDAs despite Apple's successful branding of its pay for play iPod and iPhone. Serious, upwardly mobile grads are all migrating to the Blackberry. If you forget to turn off the phone which is in your pocket when you are granted an audience with your "Big Boss", you want to be sure that as you apologize for the disruption, that what emerges from your pocket is the same PDA your "Big Boss" has sitting on his desk and it better be a Blackberry. Apr 20 11:24 PM
    • Another Reason Google's Business Model Is Brilliant [view article]
      Because of Googles long standing leadership in ad/search,the company understands more than anyone about how to tweak ad/click formula than anyone. And this extends to overseas business. Thus, the Q1 results will only grow as overseas business grows. Next week analysts will understand this , raise estimates and targets and Google will trade at 600+. Apr 19 01:33 AM
    • The Future of Internet Advertising Still Belongs to Google [view article]
      The interntional business in Japan and Korea is booming. They clearly said so. And although ads on PDAs and Laptops in China are minimal, the proliferation of PDAs and Laptops is extraordinary and will lead to tremendous growth for Google going forward. Apr 17 09:24 PM
    • Earnings Preview: Intel [view article]
      Ten reasons why Intel will beat (reporting $0.28-$0.29). 1)Stable MPU prices.2)Spin out of Numonyx.3)Share gain from AMD.4)International demand, i.e.China/India.5)Care... Int'l. cost cuts.6)Lower semi-equipment prices.7)No net new hires.8)PC/laptop price declines generating volume.9)Despite good orders to LSIs of world, tough pricing.10)New markets. Apr 15 03:11 PM
    • Dismal First Quarter Earnings, So Far [view article]
      Intel will beat. Just walk through your local Best Buy and review laptop prices. They are cheap and the Dell's of the world are accumulating chip inventory preparing to introduce their low priced line. Laptops are becoming throw-away up grades and MSFT's next Windows upgrade to replace the disappointing Vista will be along before you know it. And yet MPU prices haven't retreated and AMD is about to trade below LSI long term. So despite NAND price declines, Intel will report $0.27-$0.29 for the quarter. Apr 15 11:40 AM
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