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- Alcoa, Inc. Q3 2008 Earnings Call Transcript
- LifeVantage Corporation F4Q08 (Qtr End 06/30/08) Earnings Call Transcript
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- Acuity Brands, Inc. F4Q08 (Qtr End 08/31/08) Earnings Call Transcript
- Bank of America Corporation Q3 2008 Earnings Call Transcript
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Ashley Grayson
2 Comments
Jim Cramer's 10 Predictions for 2008 [view article]
I Paul M can make and sell the substance he was on when crafting this contrarian vision, he'd make more money dealing than investing. The value of such predictions is that statistically, one may turn out right and become the slogan for next year. At issue is the assumption that businesses can change their model quickly under competitive pressure, which doesn't seem to be the case. Apple knows how to sell to the New Buying Paradigm. Microsoft is not organized to be competitive but to be a tax on the act of being in business. Microsoft's long tail is the brontosaurus tail of "developers" who make money making up for Window's faults. By being Windows developers these companies, even though many of them make useful, decent products, primarily profit from being local tax collectors for the empire. As long as they are scooping in the taxes, they will not need to change. Apple and Google seem able to continue their success and most of the New Buying Paradigm-based companies we will hoot about in 2009 aren't even traded yet. Jan 02 10:21 AMApple's Mysterious New Portable Device? [view article]
My belief, based on a real product/market vacuum is that Apple could release a MacBook touch with a laptop screen size that would function as an e-book reader. See: graysonagency.com/blogIf Apple's device is smaller, the optimum screen size would be 6 by 9 inches, the dimension of a standard hardcover book page. A physical size of 7 by 10 would fit this very well. Apple's UI advantage is the iPhone/iPod touch interface (flick-pinch) which is already excellent for reading electronic texts without resort to Kindle keys and buttons. Dec 26 11:03 AM