Dira

ExpressJet Part II: Cashflows

In hindsight, a pretty irresponsible piece.

SoundBite's Poor Quarter: Bump in Road, or Edge of Cliff?

So in what would appear to be an optimal environment for debt collection agencies SDBT is having difficulty getting prospects to use their product.

This sounds to me like an umbrella salesman having difficulty selling his product in monsoon season.

Buying Google, All the Way Down

Alternative theory: Google is a similar company, at a similar point in its life cycle as Yahoo was 8 years ago.

Why should it end any differently? Remember Yahoo's "game ending" buy of Inktomi? AOL Netscape? How quickly we forget...