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  • Has EA's Management Been Sniffing (around at) GLUU? [View article]
    Same ATVI CEO also said he didn't believe in MMOs, and then proceeded to buy/merge with the largest MMO company in the world. Buyers of companies usually choose to not telegraph their acquisitions.

    Great write-up.
    Jan 13 10:27 am |Rating: 0 -1 |Link to Comment
  • SEC Considering 'Market-Wide' Short Sale Rule [View article]
    Disclosure. Disclosure. Disclusure. Any activity that is done in the dark without anyone watching will enable illegal activities- same reason you leave your front porch light on at night; people are less likely to rob you when their actions are illuminated.

    SEC, turn on the lights.
    Aug 21 08:18 am |Rating: 0 0 |Link to Comment
  • Will EarthLink Buy AOL's Dial-Up Business? [View article]
    ELNK stock is so cheap, that for them to buy AOL's access business, they would have to take a price WAY below what they are hoping for. Perhaps AOL could buy ELNK, in a reverse merger. Either way, AOL's valuation expectations are going to have to come down, and the value of ELNK should rise. It's dirt cheap.
    Aug 08 12:25 pm |Rating: 0 0 |Link to Comment
  • The WiMax Deal Is a Disaster: How Google Got Snookered [View article]
    You sound like the typical Wall Street analyst that has not bothered to talk with the actual people in the industry. Ignorance. My rough count has 350+ global rollouts of WiMax, many with mobile, not fixed. And again, like above, the rest of your points sound like whinings instead of business hindrances.

    I see CLWR as the first pure-play on 4G service, with a 2-4 year lead on an unproven competitive technology, LTE (zero products, zero rollouts, and unfinished specs).

    That equates to a 2-4 year monopoly and head-start on 4G. Value that.
    May 12 10:20 am |Rating: +1 0 |Link to Comment
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