Food for thought: Just because #2 and #3 join, doesn't mean they will rival #1.
Microsoft's search is awful, and Yahoo's...well, it isn't the best either. Their combined efforts don't necessarily mean that they will come up with something to rival the top product.
Why do you hope Google suffers? Their search is the best on the web, and they are offering excellent web-based services. They have been among the pioneers among web-based application providers.
I'm long on CSCO, and it has taken a beating lately, but don't forget that we keep hearing that businesses will keep spending on technology. CSCO equipment is not like buying a building -- you don't need credit to obtain it. That puts it away from this other mess we are in.
Jon Rubinstein (Palm) vs. Steve Jobs (iPhone) [View article]
PALM's operating margin is decreasing and they are experiencing quality control issues with their existing products. Their net income decreased over 80% since last year. The only thing I'd buy in regards to PALM are puts.
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Microsoft's search is awful, and Yahoo's...well, it isn't the best either. Their combined efforts don't necessarily mean that they will come up with something to rival the top product.
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Google’s Mortalization [View article]
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The Macbook Air was a new thing...
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