buzzly

19 Comments

    • ON: Fri Oct 10th 21:53 PM
      Commented on:
      SaaS Goes Mainstream - Via Cramer, No Less!
      Mr Kaplan , you are nothing but a PR/cheer leader for SaaS vendors. What insights do you have other than saying SaaS is better and SaaS is coming. In the "research" business, you are at the bottom of the food chain- giving BJs for a living.
      View article »
    • ON: Thu Sep 4th 05:22 AM
      Commented on:
      7 Reasons I Switched to Google's Chrome
      Mr Kelly:
      Here you go again.
      With your excellent background as a tech writer and author of 6 best-selling investment books while living in Japan and receiving ninja training, I expect a lot more from you than yet another "Microsoft sucks, Google is great" writeup.
      You could have explained the differences, if any, between an OS and a browse. You could have explained why it is better to be locked-in by Google and by Microsoft. Or may be you just like to hide behind the Net and play analyst/investor/techn...
      View article »
    • ON: Fri Jun 20th 15:50 PM
      Commented on:
      Industry Analysts Vs. Financial Analysts: How Silly
      Amen to that.
      There are a lot of "industry analysts" never understand the financial aspect of industry they follow. More importantly they don't understand the tight inter-relationship between the stock market, VCs, and vendors and the effect on the competitive landscape. So they end up intensionally or unintensionally fall in love with the latest technology (i.e. any web stuffs), latest business model (i.e. SaaS), latest everything and they ended up being being part of vendors' hype machine.

      View article »
    • ON: Tue Jun 17th 06:00 AM
      Commented on:
      Life Without Microsoft Is Possible
      You are a tech writer for 4 years after college, then Bang!, you are an investment guru writing books to teach people how to invest.
      What a country!

      "Jason worked from 1993 to 1997 as a technical writer at the IBM Silicon Valley Laboratory in San Jose, California. He graduated 1993 from the University of Colorado at Boulder with a Bachelor of Arts in English."

      The Neatest Little Guide to Stock Market Investing (revised 2008 edition)The Neatest Little Guide to Do-It-Yourself Investing
      The Neatest Little Guide to Mutual Fund Investing
      The Neatest Little Guide to Personal Finance
      The Neatest Little Guide to Making Money Online
      View article »
    • ON: Tue Jun 17th 05:45 AM
      Commented on:
      Life Without Microsoft Is Possible
      Bashing Microsoft is easy. But you got to show some insights in your long series of so-called analysis. Otherwise, you are just practicing what, say, Forrester Research, is doing: Beat up the big guy and that would make me look smart and business will come. Aren't you even good enough to get a job at Forrester?
      This is your bios in your own words:
      "Jason worked from 1993 to 1997 as a technical writer at the IBM Silicon Valley Laboratory in San Jose, California. He graduated 1993 from the University of Colorado at Boulder with a Bachelor of Arts in English. Jason currently lives in Sano, Japan, northwest of Tokyo."
      View article »
    • ON: Mon Jun 16th 17:47 PM
      Commented on:
      Etelos Offers 4 New Web 2.0 Programs
      From its 10Q
      During the period ended December 31, 2007, we were a “debtor in possession” as a result of the filing on February 8, 2007, of a voluntary petition for relief under Chapter 11 of the Bankruptcy Code with the United States Bankruptcy Court for the Northern District of California. ....
      ..
      On April 22, 2008 we entered into an agreement and plan of merger with Etelos (the “ Merger Agreement ”) pursuant to which Etelos merged with and into the Company, at which time the separate corporate existence of Etelos ceased and the Company continued after the merger as the surviving corporation and changed its name to Etelos, Inc........

      What's going on here, Dana? Why are you writing about this company? Haven't you hyped SaaS enough?
      View article »
    • ON: Mon Jun 9th 06:52 AM
      Commented on:
      Ballmer Is Bad News for Microsoft
      Internet is great, isn't it? Anyone can be expert for a day, get on a soapbox and rant.
      Even if you are right, your article is, say, 4-5 years late as Mr. Ballmer has been running day-to-day business for a while.

      Your article contends nothing but old retread. You can name a tech executive, any executive, and complian about his/her lack of accomplishment. It does not take a lot of IQ to do that. What would you do if you were to trade place with this exeutive? Is there any way to measure your great ideas, if you have them?

      Free speech is great. And Internet is a great soap box.
      View article »
    • ON: Fri May 30th 12:34 PM
      Commented on:
      Will GE Drop Below $30?
      Yes, the stock price is coming down. I don't see anything good in the horizon. Therefore, it will "inevitably" trade lower.

      I think I have captured the essence of the entire writeup. Is there any insight I have missed?
      View article »
    • ON: Wed May 28th 09:00 AM
      Commented on:
      Microsoft: Looking Sweet for Option Combinations
      Good call and good explaination too. Thanks.
      View article »
    • ON: Fri May 16th 18:00 PM
      Commented on:
      Microsoft in Perfect Position to Undercut Previous Yahoo Offer
      It is slow to come out. But here it is link for Ichan's Call/Put options on YHOO


      blogs.wsj.com/deals/20...
      View article »
    • ON: Fri May 16th 12:41 PM
      Commented on:
      Microsoft in Perfect Position to Undercut Previous Yahoo Offer
      "..these billionaires may have locked into a riskless trade to sell their shares to Ballmer and Co. no matter what."

      Icahn only purchased 9.9 million shares (say $250m total at $25/sh). He purchased 49 m share call option and pocketed the premium by selling 49m share PUT @ $19.5, expirating on Y2010.
      His may already have paper profits of $100M on his 49M sh Call due to the est. $2/sh gain since last Monday. ( This is reported in WSJ.)

      Icahn has his a$s covered. He is an old pro. I don't think you should worry for him.
      View article »
    • ON: Wed May 14th 10:25 AM
      Commented on:
      i2 Technologies' Turnaround: Part I
      Amen to what getiright said.

      View article »
    • ON: Wed May 14th 09:58 AM
      Commented on:
      HP Snaps Up EDS for a Bargain
      "A $23 billion revenue company pruchased at about $13 billion is quite a bargain, if not a steal."

      Using this logic, banks must worth a lot of money. The key things here are growth and profit margins (as posted by User 193142).

      Hurd brought EDS mainly to provide scale for its infrastructure outsourcing business which has single-digital margin. So buying EDS is just step 1, step 2 is to cut costs in order to make this worthwhile.


      View article »
    • ON: Thu Apr 24th 15:34 PM
      Commented on:
      Is Comverse's Value About to Be Unlocked?
      It would be nice if the Mr. Katsman can address the litigation in the US and how it may impact the overall "value" of the company. I know the new CEO, Mr. Dahan, will try to max out shareholder value as he'd done before with his last few businesses.
      View article »
    • ON: Thu Apr 24th 10:29 AM
      Commented on:
      How Murdoch Cheated on the WSJ Independence Pact
      It is a matter of time before Bill O'Reilly becomes the WSJ editor.
      View article »
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