JamesD's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/205920/comments http://seekingalpha.com/article/175690-2-babies-with-bathwater-and-5-dogs-with-fleas-stocks-for-the-week?source=feed#comment-783167 783167 Someone isn't paying too much attention to these lists.]]> Mon, 30 Nov 2009 15:53:54 -0500 Someone isn't paying too much attention to these lists.]]> http://seekingalpha.com/article/167673-with-apple-there-s-a-fine-line-between-paying-a-premium-and-being-a-sucker?source=feed#comment-722591 722591
It seems to me that the interaction with the mouse would be a major part of the "computing experience" that you're willing to pay so much for. I'd be interested to see if you change your mind, if you get a chance to use one of these devices for a few days. ]]> Tue, 20 Oct 2009 16:47:40 -0400
It seems to me that the interaction with the mouse would be a major part of the "computing experience" that you're willing to pay so much for. I'd be interested to see if you change your mind, if you get a chance to use one of these devices for a few days. ]]> http://seekingalpha.com/article/147104-is-a-case-of-quant-trading-sabotage-about-to-destroy-goldman-sachs?source=feed#comment-577555 577555
I suspect the guy just wanted to use the code, or at least the algorithms, to impress his new bosses. He's full of crap when he says he only wanted the "public" part, of course... he was flat out trying to steal it.

The really mysterious thing is GS dropping off that trading report. Hard to believe it's a coincidence!]]> Tue, 07 Jul 2009 15:21:37 -0400
I suspect the guy just wanted to use the code, or at least the algorithms, to impress his new bosses. He's full of crap when he says he only wanted the "public" part, of course... he was flat out trying to steal it.

The really mysterious thing is GS dropping off that trading report. Hard to believe it's a coincidence!]]> http://seekingalpha.com/article/144667-physical-media-is-dying?source=feed#comment-557967 557967 Mon, 22 Jun 2009 17:02:11 -0400 http://seekingalpha.com/article/139586-is-the-new-itunes-sirius-app-a-sign-of-things-to-come?source=feed#comment-520321 520321 Wed, 27 May 2009 18:19:29 -0400 http://seekingalpha.com/article/138108-tough-times-for-netflix-barron-s?source=feed#comment-508516 508516 Redbox and BBI can slug it out for the kiosk business all they like; it doesn't affect NFLX. Different business, different market. As NFLX moves to online distribution, the kiosks will become even less relevant.

BTW, the 'saving gas' argument is a bit bogus: nobody is expected to hop into the car for a 5-mile expedition to the nearest kiosk. The whole idea behind a kiosk is to snag the consumer while (s)he's already out of the house ... that's why they're located in malls and retail stores. And they're counting on impulse rentals ("Hey, look! Star Trek LXVII is out ... let's watch it tonight!"), a type of demand that NFLX can't meet. I think there's room for kiosks and for NFLX to make money in parallel. There will be some competition, but they won't need to be at each other's throats.]]> Mon, 18 May 2009 14:02:15 -0400 Redbox and BBI can slug it out for the kiosk business all they like; it doesn't affect NFLX. Different business, different market. As NFLX moves to online distribution, the kiosks will become even less relevant.

BTW, the 'saving gas' argument is a bit bogus: nobody is expected to hop into the car for a 5-mile expedition to the nearest kiosk. The whole idea behind a kiosk is to snag the consumer while (s)he's already out of the house ... that's why they're located in malls and retail stores. And they're counting on impulse rentals ("Hey, look! Star Trek LXVII is out ... let's watch it tonight!"), a type of demand that NFLX can't meet. I think there's room for kiosks and for NFLX to make money in parallel. There will be some competition, but they won't need to be at each other's throats.]]> http://seekingalpha.com/article/118686-opportunity-to-buy-china-natural-gas-before-nasdaq-listing?source=feed#comment-501177 501177 Tue, 12 May 2009 18:06:46 -0400 http://seekingalpha.com/article/130705-the-happy-three-chinese-smallcaps-with-big-potential?source=feed#comment-490671 490671
I also like ABAT, for similar reasons, although it's in a more competitive niche. (Batteries for China's growing fleet of hybrid and all-electric cars and trucks.)]]> Tue, 05 May 2009 14:30:03 -0400
I also like ABAT, for similar reasons, although it's in a more competitive niche. (Batteries for China's growing fleet of hybrid and all-electric cars and trucks.)]]> http://seekingalpha.com/article/134943-why-i-m-still-rooting-for-amazon-netflix-and-google?source=feed#comment-488631 488631 Mon, 04 May 2009 10:42:59 -0400 http://seekingalpha.com/article/130059-netflix-high-flier-or-falling-star?source=feed#comment-456785 456785
BTW, if content price can whipsaw NFLX profits, how on earth can you say in the next breath that the cost of entry is low? (Ask Redbox how cheap it is to get up and running!) The only serious competition for NFLX is going to be Apple's iTunes store, and Apple's software wizardry and mountains of cash makes them a formidable foe. (They could buy NFLX in a minute, out of petty cash.) I'll get nervous about NFLX share price only when that battle starts heating up. Even then, Apple seems not to be predatory -- unlike MSFT, they just roll out incredible products and let you compete, if you can -- so NFLX has a fighting chance.]]> Wed, 08 Apr 2009 16:48:32 -0400
BTW, if content price can whipsaw NFLX profits, how on earth can you say in the next breath that the cost of entry is low? (Ask Redbox how cheap it is to get up and running!) The only serious competition for NFLX is going to be Apple's iTunes store, and Apple's software wizardry and mountains of cash makes them a formidable foe. (They could buy NFLX in a minute, out of petty cash.) I'll get nervous about NFLX share price only when that battle starts heating up. Even then, Apple seems not to be predatory -- unlike MSFT, they just roll out incredible products and let you compete, if you can -- so NFLX has a fighting chance.]]> http://seekingalpha.com/article/123599-confidence-in-banks-and-government-while-fools-reign-supreme?source=feed#comment-409995 409995 Mon, 02 Mar 2009 16:24:25 -0500 http://seekingalpha.com/article/96937-netflix-gets-serious-about-streaming-media-to-replace-dvds?source=feed#comment-269933 269933 Tue, 30 Sep 2008 17:35:29 -0400 http://seekingalpha.com/article/76875-strong-growth-in-lithium-demand-to-power-fmc-corp-rockwood-holdings?source=feed#comment-181864 181864
If the voltage in the auto batteries is 350v, that cuts down quite a bit on the ratio. Nonetheless, since you can run a laptop from the cigarette lighter plug in your car, there's obviously a vast difference in capacity. My gut feeling is that we're talking about a 50-fold difference.]]> Mon, 09 Jun 2008 11:25:27 -0400
If the voltage in the auto batteries is 350v, that cuts down quite a bit on the ratio. Nonetheless, since you can run a laptop from the cigarette lighter plug in your car, there's obviously a vast difference in capacity. My gut feeling is that we're talking about a 50-fold difference.]]> http://seekingalpha.com/article/77528-putting-pets-down?source=feed#comment-179927 179927 Thu, 05 Jun 2008 17:40:00 -0400