jayminho

9 Comments

    • Vista Gold: Ready for the Middle Tier [view article]
      ohh i thought that was a new msft o.s to be released.. is it a company ?

      good..       Aug 09 02:35 AM
    • Opportunities in the Real Crisis: Water [view article]
      there are several (ok, not several, but a couple of..) desalinization researches around the world

      aside that,

      well
      invade brazil and takeover amazon river(largest in volume and size), the most abundant in potable water source in the world.

      invade, invade, invade, isnt that what uncle bush has specialized into ? lame takeovers.       Aug 09 02:32 AM
    • Alibaba Ready To Buy Back Yahoo Stake [view article]
      yahoo got at 39% stake on alibaba, right? does it make any revenue from it? or those are just commom shares?
      if those are prefered shares, paying dividends thats another stupid/desperate move by yahoo       Aug 04 05:10 PM
    • Global Investing, BRIC by BRIC [view article]
      aside russia cleptocracy, indian cows on the road and chinese slavery manufacturing, i rather talk about brazils doomed path ahead.

      when it comes to democracy, face it, the only country in this list, is Brazil. popular and "legally" elected, Luis Inacio "Lula" Da Silva, hasnt faced any global crisis. from to 2002 to 2007 everything was going perfect, not only for Brazil, but globally, everything was fine. the last major crisis we had happened back in 97 with the so called, "asian tigers".
      since then, prosperity has ride a long paved road, by the end of 2007, this mint perfect road seems to have got to an end, and we entered a bumpy ride, rural zone area. watch out where you step.
      the oil has gone up
      the credit crisis
      the food inflation
      what lies ahead is not good at all, when it comes to Brazil, which has its growth relied major on energy, durable consuming goods and real state industry.

      now, that was the brazil fantastic growth during the last 5-6 years,
      when, energy soared what became fairy tale to brazil and russia, became a nightmare to other countries. US and European countries wont just accept this. either by imposing their force, and making OPEC to triple their oil production or by using alternative fuel sources, this brings... ethanol

      ethanol is a joke, its proved to be more expensive, burning faster, so, consumes more, also, its freezing point is well above gasoline, that makes it unusable in cold weathers, and if not enough it instigates agricultures to stop growing other products to dedicate to one single thing, that brings, food inflation

      with food prices going up(combined to higher transportation costs, because of higher oil) , people who just financed their houses(the real state sector) will start to deviate the money of their monthly financing in order to buy food, by doing this, banking sector whose is backing all this real state financing bonanza in Brazil, will end up taking to auction tons of just purchased houses (does that remind you guys something? a subprime deja vu?) and what happens when offer is way higher than demand ? prices go down to hell.
      brazil federal bank will have to loan private banking money, so they can back their financing loans, question; does brazil has enough reserves to hold a banking/real state crash ?

      then the bubble of oil burst, petrobras, and others oil companies sink, along with the banking sector and all currently trading ADRs

      if brazil recurs to IMF + foreigners take their money away from Brazil, + US increases its interest rates = all money goes back to US.

      brazil sinks. and so other emerging markets, each one of them on its on way and failure.

      long story short: talking about emerging countries now, is stupid, its like trying to sell an outdated product or getting too late the party, or maybe, forget to run when the cops crack it down.

      truth is; US will prevail, N-11 countries MIGHT be a reality, but i cant say how likely it is to happen, housing and consuming will return stronger in US.

      Aug 03 06:47 PM
    • Adventures in Technical Analysis, Jim Cramer Edition [view article]
      humm
      so sad, you were doing fine kid, till you bash on the T.A, you offended a lot of people in here, plus, you diminish an art, that certainly is more than just "drawing dots and lines" .

      you should measure your words next time       Jun 23 06:48 PM
    • Multinational Corporations Step Up the Search for the Next China [view article]
      in other words, now we are done exploiting those chinese, lets find others, and then others.. till this business model starts to melt down, and we all have to think about something else, becase simply, there is no plan b (oil deja vu?)
      Jun 21 04:58 PM
    • Why Jerry Yang Needs To Drive a Beer Truck [view article]
      awesome article man.
      probably one of the best so far.
      congrats =]       May 07 01:37 AM
    • Microsoft Says They'll Pay More for Yahoo [view article]
      its more than obvious, and everyone in here, and other foruns state the obvious.

      1- msft should have never started off with such a huge premium. this is a basic kids lesson at buying/selling anything. as buyer, start low, do not depreciate the sellers product, but dont worship it as well. they could have a done deal, at 31, by starting off at 25+

      2- yhoo was trading at its up teens, when the insane 31 came, i thought, "yang is stupid if he doesnt take it" now i see beyond "ballmer is 10x times more stupid, for such higher bid, and keep on insisting"

      3- thats what you get for naming you roommate college buddy to run your company, he will sink gates co.

      4- who advises ballmer? shit, please, who came up with such a higher bid? i still dont get it.

      5- lets put this way, yang asks for more, more and more, and stupid ballmer just give him everything he wants, they merge.. and... ?
      it will be just the beginning of a huge mess

      ego wars through engineers
      interface/linking compatibilities
      A DEBT MSFT WILL ACQUIRE, SINCE THEY DONT HAVE 50BILLION+ IN CASH TO PAY.

      so, honestly
      get this fucking 40 billion bucks, they have from profits from over the past years, and just invest 10% of it, into this "zuckerberg kids" out there, that, believe me, they will come out with much better and creative ideas, than mr. yang his useless portal.

      i trully, believe that, there much more things to do with 40 billion dollars, the "zuckerberg kids" are just one of so many, that would be awesome, and consume wayyyyyyyyy less money, and would brig much more revenue at no cost, such as, ego wars, etc..

      i think ballmer, has some fetish in acquiring yahoo, and will do everything just to fulfill his needs, like a spoiled kid, to have that desired toy, once he does that. he will play around with it a little, than gets annoyed and look for another one..

      really, ballmer is stupid, his advisor's are equally or greater stupid, and will sink microsoft.


      May 01 01:44 AM
    • Microsoft Should Listen to Its Heart (and ignore the bean counters) [view article]
      its not about google apps, yahoo apps, or the "software world going online"

      i will not talk trash about the author, but please, why insist on this "its all going online"

      its about the damn freewares populating cyberspace, well said, the guy who mentioned openoffice.org and many other in initiatives

      bandwith is still a problem, plus, there are tons of places you cannot get online through broadband, you would need a fast quick old fashioned dialup solution. thats where thoes web apps, fail, and once again it comes down to the freewares like, openoffice
      lets not forget that, combined office and windows represent 90% of microsoft revenue.
      now, its delusional to think that "not buying yahoo will sink them(them = microsoft)"
      believe me pal, this guys at redmond got tons of aces in their sleeves, and can affoard to spend 40 billion, in something else. that would turn out to be better, easier and more lucrative.

      by the way,
      MAC OS AND LINUX (UBUNTU AND ITS TONS OF OTHERS DISTRIBUTIONS) do not threat windows at all.
      firefox does this to internet explorer.
      but as an OS, windows is the supreme king.
      no dethroning anytime soon.

      PLUS:
      MAC WOULDNT BE SELLING THAT MUCH IF JOBS HADNT REALIZED THAT DUAL BOOT WAS A MUST.

      i know people that buy macs, just for the sake of having a mac.
      they dual boot it, and install windows.
      thats is.

      mac is esthetic's, is fashion, is cute. and thats all.
      its a cpu brand, like prada is for clothing.
      Apr 28 01:29 PM
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