Jose Goldburger

Total Rating:
0 / 0

4 Comments

    • Mon Jan 21st 05:39 AM | Rating: 0 0
      Commented on:
      Sun-MySQL: The Real Winner is Oracle
      Oracle continues to make themselves into IBM while Sun desperately wants to own their own 'LAMP'. Both strategies are valid without a large degree of overlap.

      There is also the need to have some sort of valid argument that Solaris is relevant. MySQL will help make that argument through a Sun/Solaris/MySQL take on Oracle RAC.
      View article »
    • Mon Jan 21st 05:23 AM | Rating: 0 0
      Commented on:
      AMD: Is The Worst Over?
      AMD has shown the market that the company is technically incompetent and that management nothing more than a bunch of flaccid slidewhores.

      Unless there is a 45nm miracle in '08, AMD will be part of a larger company by 1H09.

      My guess is that K-Mart will be the new owner of the K-chips. I don't think K-Mart has come out with their own <= $200 Linux box yet, so acquiring AMD might be a good fit.
      View article »
    • Mon Jan 21st 05:08 AM | Rating: 0 0
      Commented on:
      Yahoo To Cut 20% Of Its Workforce?
      Yahoo should fire 50% of their workers. There is nothing that they do today that requires more than 6,000 workers. In fact, if Yahoo improved their IT systems, they could probably run the existing company using only 3,000-4,000 workers. There's just not a lot going on at Yahoo once you cut out the 'Hollywood'.

      Yahoo trying to be an entertainment company (i.e. 'infotainment') is a business model that is doomed to failure. The current management team needs to reinvent Yahoo so that there is value delivered to the market across every Yahoo business unit.

      yyy.

      Good luck, Yahoo amigos.
      View article »
    • Mon Jan 21st 04:53 AM | Rating: 0 0
      Commented on:
      Inflationists vs. Deflationists: Who's Right?
      Massive inflation has already happened. The recent real estate bubble *is* inflation. The bubble before the last one was inflation, too. Gas prices up 300%+ in 10 years is inflation as well. Same goes for food, medical insurance, etc.

      Many sub-prime loans went to low income people/areas that need to be redeveloped. The banks will take a short term hit so they can bubble these areas in the near future with higher priced homes and offices. The overall hit of the loan defaults is minor compared to the gains that will be made on lending out much bigger dollars on the redeveloped properties.

      Fiat money and deflation is a combination that doesn't even make sense. What the author might have meant is 'disinflation', i.e. price drops. The existing central banking system only works if there is continual inflation (i.e. the 'new' money has to be realized somewhere in the system). Short bouts of disinflation are fine because that is just hiccups between inflation bubbles.

      We are seeing a real estate hiccup right now, but it is all according to plan. The only real issue in the economy is jobs. The rather large job of reworking the existing economic system to be based on 'services' instead of 'manufacturing' is just nowhere near done. So many jobs are being lost to globalization. Without a reworked system, the middle class will continue to erode, their jobs either being sent overseas or replaced by illegal immigrants.

      The prestige, the magic, will be coming up with some good stories (or just filling the time with more wars) while the economic system is reworked so that the middle class is done away with and replaced with an upper lower class that will be called the new middle class. Because of constant inflation, the dollars will look the same so most of the sheeple won't be able to figure it out.

      Hey, the story goes on. But there is no point in sharing the rest of it here. Vaya con dios, amigos.
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»