RK

Total Rating:
+3 / -11

24 Comments

    • Thu Jun 12th 08:54 AM | Rating: 0 0
      Commented on:
      Crude Report Stumps Analysts
      The lower utilization number from refiners seems significant. It supports the theory that oil companies are expecting the demand to slacken in face of the high retail prices. Seasonal norm may not hold when people (in CA anyhow) are looking at the approach of $5/gallon gas.
      View article »
    • Tue Jun 10th 09:37 AM | Rating: 0 0
      Commented on:
      The Market Sees Microsoft Losing Its Grip
      MSFT looks and acts like the IBM in the mid 1990s. Still very big and influential, but the market that it dominates is less relevant every day. The Windows and Office franchise will be a lot less important in 10 years. MSFT's position in other businesses vis-a-vis Google, other gaming companies, Apple, Nokia is far less dominant. MSFT's aborted purchase of Yahoo reminds me very much of the IBM's Lotus acquisition as a way to jump start a lackluster competitive position. Mr. Ballmer is a caretaker CEO; he won't ruin the franchise, but he won't re-vitalize the company either.
      View article »
    • Tue Jun 10th 09:32 AM | Rating: 0 0
      Commented on:
      3G iPhone: What Has Apple Got Against Cameras?
      Phones are terrible, no horrible, cameras. The form factor alone makes taking decent pictures impossible; it is very hard to hold the phone steady. Second the small lens on phones introduce more digital noise as the resolution goes up. Phone cameras are OK for snapshots, but that's about it. Buy a camera instead if one wants decent pictures.
      View article »
    • Tue May 27th 09:34 AM | Rating: 0 0
      Commented on:
      The 3 Main Reasons Behind This Recession
      I am confused. What is your definition of recession? Based on consumer sentiment? Is that what your article is saying?
      View article »
    • Thu May 22nd 13:27 PM | Rating: 0 0
      Commented on:
      The Lost Decade
      I have not read the study. Question: does the study assume that the investment is static for the whole decade? I.e., no additional buys or sells during the decade? This is not how my 401K investment works.

      Also, the absurdity of the premise of the study is more apparent if applied to the Nasdaq. Since Nasdaq peaked at 5,000+ in April of 2000, by the logic of the study, Nasdaq is nothing but a horrible place to invest in the last 8 years --- we are still down by 50%. But this is only true if one did nothing but held the same position unchanged from Jan 2000 to now. Most people did not and would not do that.
      View article »
    • Thu Apr 17th 22:27 PM | Rating: 0 0
      Commented on:
      NYT CEO on WSJ Threat: We Do It Better
      It is interesting to see a Times person perform spin. Ironic, isn't it?
      View article »
    • Wed Apr 16th 09:51 AM | Rating: 0 0
      Commented on:
      Why Microsoft (Yes, Microsoft) Could Dominate Software-as-a-Service
      Would be nice to see some projected number. The investors are worried as SaaS replaces server license revenue. As companies switch to hosted exchange server, the number of exchange server licenses drops. Will hosting companies stop the drop and add the # of exchange server licenses? Explosion of MID devices and cloud computing will reduce the need for Windows desktop licenses also.
      View article »
    • Fri Mar 7th 10:00 AM | Rating: 0 0
      Commented on:
      iPhone in Your Business: Pondering the ROI Case
      To bring up the cost of a mobile device is puzzling. Isn't this a thinking from the past? Mobile devices are cheap enough that companies should not have to buy them for their employees. 70% of American have cell phones. In 5 years, that 70% will mostly have smart phones. The voice/data plans are going unlimited (currently $99/month and falling). Consumers will dictate mobile device choices. Companies who think their employees will carry multiple mobile devices are crazy.
      View article »
    • Wed Mar 5th 12:52 PM | Rating: 0 0
      Commented on:
      Exchange Email Integration: RIMM's Lifeline in an iPhone World
      I agree that prospect for RIMM 5 years out is not good if it keeps its proprietary hardware and software platforms. Putting an Outlook like application on iphone does not address that fundamental problem, unless it is part of the platform diversification plan, in which case RIMM may do well to go beyond the OS X platform.

      Of the existing mobile platforms today, Symbian, Windows mobile, OS X, Blackberry, LiMo, and Android, Android and Blackberry are the most vulnerable. The market does not need 6 mobile platforms; 4 is already too many.
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»