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Guy in Ithaca

Guy in Ithaca
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  • Is Yahoo A Better Investment Than Alibaba Right Now? [View article]

    Thanks for the analysis. YHOO/SpinCo makes me money in almost every scenario. I will definitely keep it as part of my portfolio.
    Mar 30, 2015. 12:14 PM | Likes Like |Link to Comment
  • Could Yahoo! Be The Next New York Times? [View article]

    Don- great article. Thanks. I do agree with the posters here that Yahoo! News veers way too far to the left with their news coverage. And frankly I don't get that part of their strategy. If they were more to the center wouldn't they attract more viewers? Yahoo! should just pick a couple of issues that they are all "itchy" about like climate change, push them a bit and drop the rest of the editorializing. Still they could do well with half of America. I also enjoyed your recent article about JUNO and am wondering about their fourth quarter results this coming Wednesday.

    Always enjoy your articles.
    Mar 12, 2015. 12:14 PM | Likes Like |Link to Comment
  • Alibaba Earnings Review: Shake It Off [View article]
    Only question is when to buy. Time to be cold, unemotional.
    Jan 30, 2015. 03:24 PM | 2 Likes Like |Link to Comment
  • Alibaba Bank Nears As Piracy Scandal Grows [View article]

    Thus could well be a great buying opportunity although it's too early to make a reasoned guess as to where it's going. $68. would surprise me a great deal. I don't believe in the final analysis that China will eat the goose laying golden eggs.
    Jan 29, 2015. 02:42 PM | 9 Likes Like |Link to Comment
  • Digging Through The Yahoo Rubble [View article]

    One more thing. I strongly suspect that Mayer will step down before she merges with AOL. It would be wise to add this real world fact into any speculation. Merging with AOL is simply not remotely in her game plan. Do investors want yet another CEO? Perhaps people who don't have YHOO in their portfolio do. Not me. It's always a mistake to ignore the human element in your calculations but some people inevitably do.

    The market may be "receptive" to a merger with AOL but it won't happen IMHO.
    Jan 28, 2015. 03:33 PM | 2 Likes Like |Link to Comment
  • Revenues Continue To Lag As Yahoo Firms Up Plans To Spin Off Alibaba [View article]

    I wouldn't put much weight behind what the market thinks in the course of a day or two. Besides I think they're responding to the movement of BABA not SpinCo per se.

    Thanks for the article.
    Jan 28, 2015. 03:27 PM | 4 Likes Like |Link to Comment
  • Digging Through The Yahoo Rubble [View article]

    I was happy to hear the SpinCo news but tend to agree with Mayer that an AOL merger would be, "...small, unexciting, uninspiring and backward looking." I think what Yahoo! needs to do is reduce its work force and become lean and hungry not merge with AOL and become an unwieldy double dinosaur. I just don't see synergy there.

    The appearance of synergy on "paper" is just that. I don't buy it. Thanks for the article.

    Just my opinion.
    Jan 28, 2015. 02:25 PM | 6 Likes Like |Link to Comment
  • Yahoo Will Spin Off Alibaba, But Is There Still Money To Be Made? [View article]
    Sounds like good news to me; I will treasure my SpinCo shares. But Alibaba is down right now and the market can be a dim witted animal IMHO. In the long run this is good. This will give Mayer breathing room to perform and more pressure to do so. Type A people often thrive under pressure. Hoping that's the case with Mayer. I don't think she has done bad given the enormity of the job and I've said so before on these pages.
    Jan 28, 2015. 11:48 AM | 1 Like Like |Link to Comment
  • A Possible Game Changer For Vuzix [View article]
    FYI- Vuzix is licensing its waveguide technology from Nokia. There are a bunch of links inside this link for additional information including the patent itself:

    Microsoft is also licensing patents from Nokia.
    Jan 6, 2015. 11:25 AM | Likes Like |Link to Comment
  • A Possible Game Changer For Vuzix [View article]

    Vuzix M200AR, the world's first waveguide based HD see through AR system; specs:

    Does anyone know which elements of this are patented or patent pending?

    Here is an article about TruLife Optics having developed a waveguide system:

    Vuzix states on their website that the M200AR utilizes Vuzix patented waveguide optics, but I have yet to ferret out any specifics on these patents or how significant they are. I have read that Vuzix initially developed this for military contractors which is interesting. Does anyone have some hard information regarding what kind of technological/legal moat they have here?

    Nice, but not unexpected that VUZI jumped on Intel deal.
    Jan 5, 2015. 04:28 PM | Likes Like |Link to Comment
  • A Possible Game Changer For Vuzix [View article]
    I've just started taking a look at VUZI. The Vuzix M-100 has pretty good reviews except for style and comfort. That should be a relatively easy fix if they get the cash and just do it. The Vuzix 1200DX has fairly bad reviews and many say it is overpriced for the quality and technology. At this point I would need to see a better product before investing anything in this equity. But, as I said, I've just begun looking at this and apparently Intel sees something here. I would love to see a challenger to Google Glass, Oculus VR, etc., but nothing has popped out at me yet. How exactly does Vuzix stand apart from Sony, LaForge, Meta Pro, Optinvent, Recon, Google Glass and the rest of the field? I'm not clear on this. I do realize that Recon is a cyclists technology at this point. Just not clear where Vuzix has an edge.

    The Nokia connection is interesting:

    Thank you for your article.
    Jan 4, 2015. 02:22 PM | 1 Like Like |Link to Comment
  • Yahoo: It's A Team Effort [View article]
    It's nice that you recognize the "instant gratification" syndrome and finger pointing dysfunction of many investors and analysts. As your chart shows clearly the most precipitous revenue decline occurred prior to Mayer becoming CEO on July 16, 2012. Some analysts are quick to point out how rarely large companies in decline such as Yahoo are turned around, yet they are equally quick to harangue Mayer for not doing just that quickly enough! This story is not over yet.

    Thanks for an article from a different perspective.
    Jan 2, 2015. 03:34 PM | 3 Likes Like |Link to Comment
  • Yahoo 2015 Outlook: Mobile Monetization And Tax Efficiency In Focus [View article]
    Nice article with a different slant. Yahoo! has succeeded in creating a number of popular, easy to use little apps. I remain convinced that those apps will generate good profit in the near future. Plus BrightRoll, Flurry, Tumblr, etc., deals with Mozilla, Apple... Apple's search contract with Google ends in 2015... If Yahoo can take advantage of that... ?! At the least it's an interesting time to have YHOO in your portfolio. It will be lots of fun if the often discussed, often dismissed, "turnaround" gathers steam. Long YHOO.

    Thanks again and Happy New Year!
    Dec 31, 2014. 05:38 PM | 1 Like Like |Link to Comment
  • Alibaba Tries Domestic Credit, Global Platform [View article]
    Some analysts are saying China's economy is expected to grow at the slowest pace in a quarter century, particularly China's factory sector. How do you factor that into Alibaba's short term prospects? Will we see a significant slump before we see robust growth with BABA? Certainly it would be nice if people in China began buying on credit like lunatics but that can only go so far if their economy is in a big downturn. Thoughts?

    Thank you for the article. Happy New Year.
    Dec 31, 2014. 01:07 PM | 2 Likes Like |Link to Comment
  • Yahoo: Three Major Growth Catalysts Going Into FY 2015 [View article]
    Your articles are appreciated. Thanks.
    Dec 23, 2014. 07:59 PM | 2 Likes Like |Link to Comment