Kapurnickus

Microsoft Gets Its Edge Back

As a shareholder, I'd prefer it if "competing were fun...and profitable at rates that exceed my own ability to reinvest that capital elsewhere."

Sadly, most managers don't think of concepts as complex as 'opportunity cost' when making these kinds of decisions.

A company should focus its efforts on sustaining of widening its own moat. With the exception of the company's drive toward cloud computing, I'm not certain any of these efforts contribute to that greater goal.

Asia: The Mother of All Incumbent Advantages

David,

This is a tired argument--one that is sufficiently unoriginal. Read Fareed Zakaria's "The Post American World." He raises all of these points (2 years ago mind you) and then advances the logic much farther.

You're not wrong, but you're just not thinking downstream enough.

Nick

China Takes Over the World

Continue the analogy Philip,

If that neighbor (with all the savings) relied on his idebted neighborhood for all of his future income, which one would you then expect to win?

That question is slightly more complex.

The rise of the Chinese middle class is the lynch-pin in the equation of whether China will be the dominant force of the 21st century. Someone will have to pick up the slack of the American consumer now that it is gone. It doesn't look like any other nation (or region for that matter) can do it. But, if China can begin to consume its own products and services at significant rates, it will surely be a mighty force. But, without anyone to consume these products, what have they got, besides a lot of cash?

-Nick

Unfortunately, There's an "I" in BRIC (and a "C")

Not sure why I just wasted the 20 seconds to read this.

Take Two's New GTA Game Sells Well; EA: “Nothing Has Changed”

I'd have to agree with all that. So far this year Pachter is showing himself to be quite a contrary indicator.

He's blown calls all over the tech corridor including TTWO and NFLX.

His analysis means pretty much nothing to me.