patrickb

Anatomy of a Fine Rumor: A Microsoft Yahoo / Facebook Two-Step Aimed at Google

I would advise you to check out Microsoft Surface, its a technology on the horizon. Microsoft's end game is a complex dynamic of Yahoo's services, their os technologies (Surface, server, xp, vista etc), and their own core application suites... throw in an exchange server and add a dab of a search core and your able to integrate your entire digital life inside microsoft technology.

Hypothetical: Your at a friends house and their kitchen table is a MS surface display. You throw down your digital camera and out pops all your pictures... you drag and drop them into a newly created facebook photo gallery. You then pop on to MS messanger and tell your friends to go check it out, they go and get on. You continue talking and then you decide your bored as your checking emails and talking and decide to load up one of yahoo's checker games. The game results are instantly loaded onto each others facebook profile wall and everyone can see you beat timmy 5-1 in the last 6 games. Furthermore as your writing on your girlfriends facebook wall, her smartphone's (running WM of course) automatically picks up the facebook wall post and displays it as a new facebook event.

This is just a simple hypothetical, the possibilities are endless

Employment vs. Earnings vs. Analysts

So from both of the last two posts I can make the analogy the economy is losing its water weight in terms of inflation and that after the "run" is over and we start drinking water we'll put that weight back on....I guess buy european bonds and commodities?

Esperion Spin-Off: Does It Signal the Start of a New R&D Era?

Another downside could be the loss of potential synergies of medicines. I heard of that new imitrex follow up that contained ibuprofin too I think. It was a way to bring imitrex from the metaphorical economic death that is generics. If you have other drugs that are patented that can be mixed to enhance effects before one of the patents are lifted then you can use that to enhance earnings. Divesting all your bases of drugs combinations reduces possible synergies

Why Did Buffett Buy Glaxo SmithKline and Kraft?

I am just a junior undergrad, and I know you discounted the R&D/Rev in your analysis because morningstar didn't provide that metric, but if you are going to even consider that as a metric don't you need to limit that to the emerging pharmaceuticals as much of the revenue of a GSK is going to be tied up in a its consumer products division (OTC drugs), and as drugs move into that arena its not a good idea to gauge those revenues based on R&D expenses because they are competitive as generics it will lead you astray from what your trying to discover which is what kind return they are getting currently per R&D dollar.