rjbullock

Google Has More Room to Fall - Merriman

If the Dow's at 3,000, we're in another Great Depression. The price of GOOG won't matter much. Safety and having enough to eat will. Let's hope it doesn't come to that...


On Nov 23 08:24 AM investor88 wrote:

> I like vaughn's views, ie google 80 at end 2009 [240 seems very fat].
> With the severe and prolonged recession, Dow 3000 is possible too.

Looking Beyond Inflation - Barron's Interview

My take is that we'll see inflation in food and energy continue, but deflation in housing, autos, etc... Stuff that's already built, in other words. With tight credit and a cash poor American population, people will be forced to sell their assets for less than they'd want to... Which is making me kind of salivate as I'm a saver.

Running the Numbers: Google Looks Like a Buy

My problem with Google is that they're doing nothing to sell Google Apps... I think it's nuts. As an IT guy, I believe Google Apps is a major threat to MS Exchange and Sharepoint, but does Google have a "partner program" that would allow me to train on and sell their offerings? Hell no! Sure, I can make some coin offering Google expertise to small businesses, but I can make a lot more right now selling MS solutions. Google needs to get on the the ball here! Also, they should embrace more MS developer tools and technologies... That would really screw MS.

Chemed Corporation: 2 Industry Leading Businesses at 1 Low Price

My other concern of course is can they keep up their earnings growth rate? Earnings have grown 500% in five years... Vitas is the driver there, but is there enough steam in the hospice industry to produce even 15% earnings growth rate for the next five years?

Chemed Corporation: 2 Industry Leading Businesses at 1 Low Price

I own CHE and can't help but want to buy more at these prices. I was in at $45. The only thing holding me back is the balance sheet... I'm not accountant, but it looks like the balance sheet has suffered the last few years. Any thoughts?

Sigma Earnings Analysis: Shorts Should Soon Have to Cover

How does SIGM look toe-to-toe with Broadcom? Is BRCM likely to kill them in a few years?

Yahoo + Adobe: It's a Vision Thing

I agree that offline apps are going to go online... Software as service will be the future for business productivity, email, even games... The one area where "boxed software" won't fade? Processor-intenstive applications like graphics, audio and video... And who leads the market by far in those applications? Adobe of course! They're really poised to kick Microsoft's ass... If I was MSFT, i would be very afraid.

BTW, I've been a Microsoft developer for 10+ years and love their development tools, but a lot of creative and tech people hate them... Microsoft's Silverlight, which delivers online applications with a "rich", full-featured interface is very compelling, but in the end, it won't be good enough to just deliver a great development platform. You also have to overcome all the irrational hate open-sourcers and creatives have for MSFT, and that's going to be tough.