Texrat's Comments Texrat's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/129380/comments Inflation Fears Are Overblown http://seekingalpha.com/article/82786-inflation-fears-are-overblown?source=feed#comment-193326 193326
The odds are that no matter how one dresses it up, the US economy will be an ugly pig for some time. And it's just gonna get uglier. If nothing else, panicky consumers losing their jobs and struggling to pay for gas will make that a self-fulfilling prophecy.

Just watch.]]>
Thu, 26 Jun 2008 11:01:08 -0400
The odds are that no matter how one dresses it up, the US economy will be an ugly pig for some time. And it's just gonna get uglier. If nothing else, panicky consumers losing their jobs and struggling to pay for gas will make that a self-fulfilling prophecy.

Just watch.]]>
A Real iPhone Challenger - Barron's http://seekingalpha.com/article/82270-a-real-iphone-challenger-barron-s?source=feed#comment-191678 191678 Tue, 24 Jun 2008 09:37:54 -0400 An Alternative to America’s Gasoline Crisis http://seekingalpha.com/article/82185-an-alternative-to-americas-gasoline-crisis?source=feed#comment-190840 190840
That's a short-term stopgap at best. We just don't have enough domestic reserves to make a difference. By the time they are ready, it will be far too late anyway. In summary: too little, too late.

Blaming the fuel crisis on democrats and "greens" is idiotic. For one, "greens" warned of this eventuality years ago and were ignored. In general, they have been the only ones looking out for the interests of our environment and our important material needs (I am excluding Luddites and other extremists since they constitute a shrill minority with a voice disproportionate to actual influence).

Were it not for "greens", we'd be choking on air pollution and wondering where all the fish had gone. Their efforts at least made us aware of the need to incorporate sustaining efforts into our pell-mell consumerism. Your ire would be better directed at the presidents and congresses who have refused to push and implement a forward-thinking, robust energy policy. Need a hint who? Jimmy Carter was the last president under whom we had such policy. Reagan dismantled Carter's program and NOTHING close has been implemented since.

We need leadership on this issue, not rhetoric. We need an energy "Manhattan project". Where are the leaders to invoke such a necessary event? I don't see any in the ranks of republicans or democrats.]]>
Mon, 23 Jun 2008 10:01:38 -0400
That's a short-term stopgap at best. We just don't have enough domestic reserves to make a difference. By the time they are ready, it will be far too late anyway. In summary: too little, too late.

Blaming the fuel crisis on democrats and "greens" is idiotic. For one, "greens" warned of this eventuality years ago and were ignored. In general, they have been the only ones looking out for the interests of our environment and our important material needs (I am excluding Luddites and other extremists since they constitute a shrill minority with a voice disproportionate to actual influence).

Were it not for "greens", we'd be choking on air pollution and wondering where all the fish had gone. Their efforts at least made us aware of the need to incorporate sustaining efforts into our pell-mell consumerism. Your ire would be better directed at the presidents and congresses who have refused to push and implement a forward-thinking, robust energy policy. Need a hint who? Jimmy Carter was the last president under whom we had such policy. Reagan dismantled Carter's program and NOTHING close has been implemented since.

We need leadership on this issue, not rhetoric. We need an energy "Manhattan project". Where are the leaders to invoke such a necessary event? I don't see any in the ranks of republicans or democrats.]]>
Motorola: Dead Company Walking? http://seekingalpha.com/article/82201-motorola-dead-company-walking?source=feed#comment-190815 190815 Mon, 23 Jun 2008 09:40:59 -0400 Raw Data Report: Cell Phones http://seekingalpha.com/article/81770-raw-data-report-cell-phones?source=feed#comment-188862 188862 Thu, 19 Jun 2008 23:25:01 -0400 Elan, Wyeth: Response to Skeptics on Alzheimer's Data http://seekingalpha.com/article/81940-elan-wyeth-response-to-skeptics-on-alzheimer-s-data?source=feed#comment-188857 188857 Thu, 19 Jun 2008 23:16:36 -0400 Scotia Analyst: Nokia Undervalued; Rates It a "Buy" http://seekingalpha.com/article/81742-scotia-analyst-nokia-undervalued-rates-it-a-buy?source=feed#comment-187999 187999 Wed, 18 Jun 2008 17:42:42 -0400 Here's What Will Happen To Apple's Rivals http://seekingalpha.com/article/81479-here-s-what-will-happen-to-apple-s-rivals?source=feed#comment-187993 187993
Thanks for the acknowledgment, monrio.

It helps that I'm heavily involved in the industry. ; )]]>
Wed, 18 Jun 2008 17:34:17 -0400
Thanks for the acknowledgment, monrio.

It helps that I'm heavily involved in the industry. ; )]]>
Microsoft's Red Ring Riddle Resolved http://seekingalpha.com/article/81647-microsoft-s-red-ring-riddle-resolved?source=feed#comment-187070 187070 Tue, 17 Jun 2008 10:58:32 -0400 Here's What Will Happen To Apple's Rivals http://seekingalpha.com/article/81479-here-s-what-will-happen-to-apple-s-rivals?source=feed#comment-186643 186643
Of course they have a choice, especially Nokia with its 40% global market share. Apple isn't infallible (google 'apple failures') so this hyperbolic talk implying Jobs walks on water and the iPhone will be completely destroying all comers is sheer nonsense (if the latter were true, Apple would have made enough iPhones for every current cell phone user). Yes, the product is successful and will be going forward (assuming Apple doesn't turn it into a RAZR) but claiming it's enough to obliterate established giants is beyond naive.

Nokia certainly has the breadth and depth to survive the iPhone, and then some. Take your rose-colored shades off and watch.]]>
Mon, 16 Jun 2008 16:23:40 -0400
Of course they have a choice, especially Nokia with its 40% global market share. Apple isn't infallible (google 'apple failures') so this hyperbolic talk implying Jobs walks on water and the iPhone will be completely destroying all comers is sheer nonsense (if the latter were true, Apple would have made enough iPhones for every current cell phone user). Yes, the product is successful and will be going forward (assuming Apple doesn't turn it into a RAZR) but claiming it's enough to obliterate established giants is beyond naive.

Nokia certainly has the breadth and depth to survive the iPhone, and then some. Take your rose-colored shades off and watch.]]>
Could eBay Be a Microsoft Takeover Target? http://seekingalpha.com/article/81538-could-ebay-be-a-microsoft-takeover-target?source=feed#comment-186637 186637 Mon, 16 Jun 2008 16:17:10 -0400 Here's What Will Happen To Apple's Rivals http://seekingalpha.com/article/81479-here-s-what-will-happen-to-apple-s-rivals?source=feed#comment-186433 186433
Sometimes I am amazed at the slathering naivete that appears in stock analysis articles. But commenter J Lazerow above got it right. Read and learn.]]>
Mon, 16 Jun 2008 11:28:58 -0400
Sometimes I am amazed at the slathering naivete that appears in stock analysis articles. But commenter J Lazerow above got it right. Read and learn.]]>
Nationalizing Oil: Well-Intentioned, But Wrong http://seekingalpha.com/article/80647-nationalizing-oil-well-intentioned-but-wrong?source=feed#comment-182713 182713 Tue, 10 Jun 2008 14:19:16 -0400 When Will American Realize the World Has Changed? http://seekingalpha.com/article/78796-when-will-american-realize-the-world-has-changed?source=feed#comment-175517 175517
Well... some of us did. I have been voting third party and independent for decades. If only more people would follow suit.

Fire 'em all and start over.]]>
Wed, 28 May 2008 16:54:04 -0400
Well... some of us did. I have been voting third party and independent for decades. If only more people would follow suit.

Fire 'em all and start over.]]>
Occidental Petroleum's Oil Properties Provide Great Value for Investors http://seekingalpha.com/article/78934-occidental-petroleum-s-oil-properties-provide-great-value-for-investors?source=feed#comment-175507 175507 Wed, 28 May 2008 16:44:39 -0400 Why Research In Motion Likes UMA http://seekingalpha.com/article/78717-why-research-in-motion-likes-uma?source=feed#comment-174790 174790
Oops, I'm sorry, I had a momentary lapse of blind consumerism.]]>
Tue, 27 May 2008 19:31:23 -0400
Oops, I'm sorry, I had a momentary lapse of blind consumerism.]]>
Is User Apathy About Smartphones Becoming Apparent? http://seekingalpha.com/article/78184-is-user-apathy-about-smartphones-becoming-apparent?source=feed#comment-171871 171871
-The assessment of smartphone desire ignores the reality of paradigm shifts and demographic differences. Claiming that US users don't want to download applications is overly broad and ignorant. People tend to not want what they don't know. Education works wonders, and THAT is Nokia's real challenge here. Remember, at one point the average consumer didn't *need* a cell phoen at all. Wasn't that long ago, either. Things change. Companies drive that. That makes dithers' comment above on target (although I question the difficulty of installing apps on the N95).

-The OS does not alone make or break a smartphone. Linux is just as capable as supporting smartphone functionality as any other OS-- even more so in some cases.

-Given its functionality, many consider the iPhone to be a smartphone, and many market measurements are placing it in that category for comparisons. Treating it as alien to smartphones is disingenuous. Some people are confusing novelty with overall functionality.

-The iPhone is not the Holy Grail.

-I own a Nokia smartphone. It is very easy too use.

-Symbian sales are down, in large part, to guess what: a downward economy. I realize that comes as a shock to the ivory tower theorists who still insist the months-long recession isn't here yet, but those of us paying attention for the last 2 years have a clue.]]>
Thu, 22 May 2008 12:10:03 -0400
-The assessment of smartphone desire ignores the reality of paradigm shifts and demographic differences. Claiming that US users don't want to download applications is overly broad and ignorant. People tend to not want what they don't know. Education works wonders, and THAT is Nokia's real challenge here. Remember, at one point the average consumer didn't *need* a cell phoen at all. Wasn't that long ago, either. Things change. Companies drive that. That makes dithers' comment above on target (although I question the difficulty of installing apps on the N95).

-The OS does not alone make or break a smartphone. Linux is just as capable as supporting smartphone functionality as any other OS-- even more so in some cases.

-Given its functionality, many consider the iPhone to be a smartphone, and many market measurements are placing it in that category for comparisons. Treating it as alien to smartphones is disingenuous. Some people are confusing novelty with overall functionality.

-The iPhone is not the Holy Grail.

-I own a Nokia smartphone. It is very easy too use.

-Symbian sales are down, in large part, to guess what: a downward economy. I realize that comes as a shock to the ivory tower theorists who still insist the months-long recession isn't here yet, but those of us paying attention for the last 2 years have a clue.]]>
Microsoft Figured We'd All Be on Vista by Now http://seekingalpha.com/article/76676-microsoft-figured-we-d-all-be-on-vista-by-now?source=feed#comment-166183 166183
As for Vista, MS reached a point of near-diminishing returns with XP. That OS was finally what most of us had been wanting. It was like reaching the peak of Everest after traipsing across sand dunes. From this point on, barring any revolutionary advances, every OS will simply be the result of tweaking. The only real advantage Vista has provided me is in the area of security, and they actually went too far in some respects (when is it going to learn to shut up when it comes to trusted actions and sources???).]]>
Mon, 12 May 2008 09:50:22 -0400
As for Vista, MS reached a point of near-diminishing returns with XP. That OS was finally what most of us had been wanting. It was like reaching the peak of Everest after traipsing across sand dunes. From this point on, barring any revolutionary advances, every OS will simply be the result of tweaking. The only real advantage Vista has provided me is in the area of security, and they actually went too far in some respects (when is it going to learn to shut up when it comes to trusted actions and sources???).]]>
The WiMax Deal Is a Disaster: How Google Got Snookered http://seekingalpha.com/article/76624-the-wimax-deal-is-a-disaster-how-google-got-snookered?source=feed#comment-166128 166128
And you may have valid reasons for pessimism, but none of the obstacles you mention are insurmountable. If past innovators let your sort of complaints get to them, we wouldn't be having this internet exchange right now.]]>
Mon, 12 May 2008 08:40:27 -0400
And you may have valid reasons for pessimism, but none of the obstacles you mention are insurmountable. If past innovators let your sort of complaints get to them, we wouldn't be having this internet exchange right now.]]>
Why Jerry Yang Needs To Drive a Beer Truck http://seekingalpha.com/article/75968-why-jerry-yang-needs-to-drive-a-beer-truck?source=feed#comment-163081 163081 Tue, 06 May 2008 22:21:49 -0400 Summer Movies Projected to Be Recession Proof Again http://seekingalpha.com/article/75539-summer-movies-projected-to-be-recession-proof-again?source=feed#comment-161999 161999 Mon, 05 May 2008 10:20:38 -0400 Dendreon: The FDA's Commissioner Doth Protest Too Much! http://seekingalpha.com/article/73065-dendreon-the-fda-s-commissioner-doth-protest-too-much?source=feed#comment-155248 155248 Wed, 23 Apr 2008 10:27:40 -0400 The Music Industry’s New Extortion Scheme http://seekingalpha.com/article/70299-the-music-industrys-new-extortion-scheme?source=feed#comment-134133 134133
Bottom line, there's no perfect system, and artists deserve to be paid. Period. But I agree that the labels are a huge part of the problem. Implement the fee, have the funds managed by BMI/ASCAP/et al, and leave the labels out of it if possible.]]>
Mon, 31 Mar 2008 13:07:26 -0400
Bottom line, there's no perfect system, and artists deserve to be paid. Period. But I agree that the labels are a huge part of the problem. Implement the fee, have the funds managed by BMI/ASCAP/et al, and leave the labels out of it if possible.]]>
Is a Music 'Tax' Paid to ISPs the Answer? http://seekingalpha.com/article/70296-is-a-music-tax-paid-to-isps-the-answer?source=feed#comment-134129 134129 Mon, 31 Mar 2008 13:02:59 -0400 NBC's Jay Leno Dilemma - Another Zucker Fumble http://seekingalpha.com/article/66333-nbc-s-jay-leno-dilemma-another-zucker-fumble?source=feed#comment-119956 119956 Wed, 27 Feb 2008 20:49:05 -0500 Motorola Has Little to Gain From Handset Unit Sale - Barron's http://seekingalpha.com/article/62797-motorola-has-little-to-gain-from-handset-unit-sale-barron-s?source=feed#comment-114634 114634 Tue, 05 Feb 2008 09:54:10 -0500 Nokia Ready to Exploit Motorola's Weakness http://seekingalpha.com/article/62885-nokia-ready-to-exploit-motorola-s-weakness?source=feed#comment-114569 114569
Tell that to RIMM. I can imagine their response...]]>
Mon, 04 Feb 2008 23:11:17 -0500
Tell that to RIMM. I can imagine their response...]]>
Nokia Ready to Exploit Motorola's Weakness http://seekingalpha.com/article/62885-nokia-ready-to-exploit-motorola-s-weakness?source=feed#comment-114472 114472
Still, North America remains a key market in many respects, most particularly smartphones and business mobility. Nokia will continue to push for multimedia computers to take a larger share of the overall handset market, and the US will be a big factor in that.]]>
Mon, 04 Feb 2008 13:49:41 -0500
Still, North America remains a key market in many respects, most particularly smartphones and business mobility. Nokia will continue to push for multimedia computers to take a larger share of the overall handset market, and the US will be a big factor in that.]]>
Mark Cuban, Is the Stock Market Still for Suckers? http://seekingalpha.com/article/59529-mark-cuban-is-the-stock-market-still-for-suckers?source=feed#comment-109597 109597
It's easy to crow when the wind blows your way, but we all know the market is just as fickle. Had the banks and fed not propped up the housing (market of) cards last year, Cuban would be getting the last word.]]>
Fri, 11 Jan 2008 02:17:28 -0500
It's easy to crow when the wind blows your way, but we all know the market is just as fickle. Had the banks and fed not propped up the housing (market of) cards last year, Cuban would be getting the last word.]]>
2008 Will Bring More Platforms to Video Gaming http://seekingalpha.com/article/59391-2008-will-bring-more-platforms-to-video-gaming?source=feed#comment-109260 109260 Wed, 09 Jan 2008 16:52:49 -0500