cos1000

Tech: And You Think Q4's Going to Be Bad? - Barron's

I'm not much of a fan of Eric Savatz, or Barron's Tech Trader, and reproducing it here doesn't indicate much but a slow day on the Tech News Front.

Having said that, I do find the Posts here both interesting and insightful. LilBob, your view of tech is forward in its thinking but, remember that not everyone wants to deal with the "workings" of a thing, they just want it to work, simplistically. Throw away products that can be recycled are a part of this genre. The day of changing a "Tube", and I am being facetious, are a thing of the past. Do it your "Selfers" also have a place but are not mainstream. The simplicity in Form and Function that you talk about is the norm, for everyone not just 40 "sumthins". Looking Good is not good enough, even with tech. It has to look good and be exceptionally well designed in its Function to survive our open access consumers. The day that one device can sit on a coffee table, that everyone in the room can make work, is the day that we truly have a new world.

Analysts' Zero is the New 'Buy'

s162,

The interesting thing that is shaping up, is as you say, their is a ton of cash piling up on the sidelines. The Fed cutting rates and now evaluating whether or not to by US Treasuries, is the Fed trying to remove all of the safe havens from those seeking safety rather than risk / reward investments. With R.E. not being a great investment unless you have a very long time horizon, CD's not yielding much positive, and now the Fed "Thinking" of competing in the market for zero sum Treasury yields, their will be a push for those with the cash to get back into equities for the returns they seek. This will move the markets up and down as cautious investors take profits quicker, fearing disaster around every corner, until better numbers in the second half of 2009 and no new disasters build confidence in the longer term. IMHO.

Also I would not expect too much from Mel at the shareholder meeting in terms of structured refinancing announcements. He will be all about getting authorization for the dilution and the RS, and making sure that he has his B of D in place. I would look for next week for any news or maybe even early January before announcing anything too dramatic. If he wants the SP to move he will might piggy back on the Auto news.