Duff

11 Comments

    • Forget $100 a Barrel - Oil Will Plummet to $30 [view article]
      wont happen.....
      2 words :
      1.China
      2.India......
      enough said.....

      Hey Linus, there is no great pumpkin...

      Aug 20 01:57 PM
    • Why is Bill Miller Increasing His Stake in Freddie Mac? [view article]
      Wow market collapsing for Fannie and Freddie today.....
      this is like that ABC show Wipeout!!!
      50 million Shares to vanish.....Ouch
       Aug 18 11:52 PM
    • Will Sprint's Instinct Go Satellite with Sirius XM? [view article]
      2 big problems:
      1. The problem is the carriers don't want to be sued by record labels...
      &
      2. The streaming would crimp network capacity to much.
      -your not gonna see innovation thru the wireless carriers
      as they are currently configured.
      they are but slaves to ARPU.....

       Aug 18 12:24 PM
    • Fannie & Freddie: Myth vs. Reality, Part 2 [view article]
      $99 Million....huh your way off... Jul 14 11:22 PM
    • AT&T Vague on iPhone Growth; Apple Shares Slump [view article]
      applefool is right.....Jobs probably laid down the law...
      Don't step on my toes next time....
       Apr 22 07:47 PM
    • Is There a Mobile Phone Recession? [view article]
      The only 2 vendors that have real agreements
      to get a piece of monthly service revenue are Apple and RIM.
      that is why they will continually make profits in this sector.
      Palm
      Moto
      LG
      Samsung are all commodities...


       Apr 04 09:56 AM
    • Google: Up, Up, and Away? [view article]
      Not happening, makes no sense, It was amazing the
      Wall street Journal even printed it. I don't think
      people will rely on balloons for any real service,
      eispecially Google.
      Logistically
      Reliability
      environmentally
      Liability
      ......and any other ly.....

      Google spent $2.4 Billion on Capex in 07
      not a penny in 08 or 09 will be spent on this.
       Feb 22 10:12 AM
    • IOUs - Industry of United States [view article]
      Finally a sanity check...
      Excellant piece....
       Jan 28 02:00 PM
    • Who Would Want Sprint? Google, Comcast [view article]
      Note:
      Google has gross margins of 60%,
      Sprint does not.
      Why would Google limit itself to
      one carrier, a distant 3rd place to boot?
      Running a Carrier in this environment
      is not Googles strength.
      If they want to make a play they should take out
      Motorola and preload Android on every handset sold.
      Motorola will build more Handsets than Sprint Will ever activate....
      Moto Makes more handsets in a lousy quarter
      than Sprint has total customers.....




       Jan 23 01:07 PM
    • Google Mobile: Winners and Losers [view article]
      The carriers will always have a control problem


       Nov 26 07:35 PM
    • Apple’s Momentum Will Continue [view article]
      "Total revenue from the sales of iPhones, iPhone accessories, and payments from AT&T was $118 million."

      -That line can't be Iphone revenue then avg s/p would be sub $105...
      it's probably revenue from AT&T and any other "partners"
      that are willing to pay Apple for the right to be on the device..       Nov 21 11:31 AM
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