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  • $800 Google: Bargain Or Bubble?  [View article]
    Ok Trendy. You got me. I give and know when I'm beat. I'm no match for your wit, wisdom and incredible financial insights. You are the better man, I am but your humble servant.
    Feb 26, 2013. 04:46 PM | Likes Like |Link to Comment
  • "High above the Alps my Gnome is hearing a rumor that Apple will announce a stock split at tomorrow's shareholder meeting," tweets Doug Kass. The rumor has led Apple (AAPL +1%) shares to spike higher. Update (2:24 PM): Kass is using the post-rumor spike to sell part of his trading position in Apple.  [View news story]
    Just Kass manipulating, as usual. That said, if true, wouldn't the split ruin all the fun that short sellers have all day playing Apple like a personal yoyo?
    Feb 26, 2013. 02:26 PM | 4 Likes Like |Link to Comment
  • $800 Google: Bargain Or Bubble?  [View article]
    Trendy. You are absolutely correct. Even though I spent over 30 years in advertising as a partner in some of the world's largest and most successful firms, and despite the fact that, unlike you, I have actually conceptualized, written and directed and worked on successful TV commercials (as in super bowl ads), print campaigns for Fortune 100 companies, lead strategy development implementing integrated media campaigns across multiple media channels (including Google ad words), later became the CEO of one of the most successful media optimization companies in the space, and finally helped build and launch another digital media company that sold for over $500 million, I probably don't have the slightest idea of what I'm talking about when it comes to the subject. So my deepest apologies for commenting on subject matter that is beyond my ken. And search ads are the most effective, huh? What's the average click through rate? Ever hear of click fraud? Is cost per click or cost per sale the most valuable metric? Ever hear of behavioral targeting? Media optimization or display and sight side optimization, conversion path analysis when analyzing variables for customer conversion? How many variable and in what time frame can they be optimized in digital ad targeting? You don't know zip. You just think you do.
    Feb 26, 2013. 01:06 PM | Likes Like |Link to Comment
  • $800 Google: Bargain Or Bubble?  [View article]
    You couldn't be more right. And more wrong. Advertising is evolving, but not the way you think it will. Advertising is all about media efficiency: right ad, right person, right time. Ad words, SEO and mobile are a transition point. Apple, when it takes the world by surprise, will offer menu- based content selection to challenge the current cable model. With over 500 million subscribers and extrembly accurate demographic and psychographic profiles, it will allow users to self select which ads they would like to see in exchange for x number of free apps or content. It doesn't get any better than that for an advertiser from N ad targeting and efficiency standpoint. They will pay premium ad rates for it. Yes, another mother cash cow for Apple. Now compare boring, annoying and irrelevant search and mobile ads and you'll see the difference. The key for Apple is to cut a deal with the NFL or ESPN for sports content. Apple TV is not hardware or software. It will be a massive, highly accurate and easy to use content distribution platform. At least you were half right.
    Feb 26, 2013. 09:34 AM | Likes Like |Link to Comment
  • Google Looks Like A Pre-Surge Apple With Less Risk  [View article]
    The whole Google thing is Kabuki theatre. One trick pony with declining margins. Their idea of innovation is copying Apple opening retail stores and making a $1,500, useless fashion accessory that you would have to be an a-hole to wear in public. Oh yeah, and while wearing your glasses your car can chauffeur you around LA. Someone mentioned here that this valuation "smells" relative to Apple. They are right. What is starting to hang in the air is the fetid stench of market makers setting up Google fan boys for a major tubing. It's coming. It's how hedge fund criminals like Doug Kass make a living. The shorties will feed on Google for months until the last retail investor calls it a day and Kabuki theatre starts all over again. Sad and depressing, but true.
    Feb 26, 2013. 08:29 AM | 3 Likes Like |Link to Comment
  • $800 Google: Bargain Or Bubble?  [View article]
    Google is Apple waiting to happen. Someone just needs to do a tv ad mocking some jerks at a party wearing their glasses. Nothing says a-hole better than a useless $1500 fashion accessory on an obnoxious LA media exec. That'll do it.
    Feb 26, 2013. 07:22 AM | Likes Like |Link to Comment
  • Apple Investors Continue To Face Significant Downside Exposure  [View article]
    What's Google's downside risk or Amazon by comparison?
    Feb 26, 2013. 07:15 AM | Likes Like |Link to Comment
  • Google Glass: A Pathbreaking Innovation Which Can Disrupt Numerous Industries  [View article]
    Great comment: "Would you talk to someone wearing these things?" Nothing says a-hole better than some phony wearing a useless $1,500 fashion accessory.
    Feb 25, 2013. 06:52 PM | 1 Like Like |Link to Comment
  • Too Early To Anoint Page As Jobs  [View article]
    You know the end is getting near for Google when these kind of articles start to surface.
    Feb 25, 2013. 04:48 PM | Likes Like |Link to Comment
  • Is Apple Just Boring?  [View article]
    Michael, I would agree if the author published something new and interesting instead of using intentionally emotional language devoid of any new facts or ideas. He's "piling on" with this piece and he knows it. Apple longs have to call these guys out when they go down this path. We have to stop acting like sheep and push back. The author has a forum to speak to hundreds of thousands of investors. This author has a responsibility to provide fact-based, analytical and thought provoking ideas. Not use this forum as an excuse to forward his personal opinions peppered with vaguely disguised put downs of one of the worlds great companies.
    Feb 25, 2013. 10:44 AM | 7 Likes Like |Link to Comment
  • Is Apple Just Boring?  [View article]
    This never ending clap trap of Apple bashing articles is getting boring. You know when the words "probably", "may" "if", etc., etc. are used all credibility goes out the window. That said, this author has the subtlety of an anvil salesman. Look at the language he uses: Nobody wants this stock." "It's over." "Boring." You call this analysis? You are a total, naked Android home boy and have no right to publish blatantly biased BS like this! This is a lame attempt at manipulation. You should be embarrassed for putting this out there. Hack.
    Feb 25, 2013. 09:36 AM | 7 Likes Like |Link to Comment
  • Samsung's (SSNLF.PK) Galaxy Note 8.0 might be the most serious rival the iPad Mini (AAPL) has seen thus far. The Note 8.0, which ships in Q2, sports a 1200x800 display, a 1.6GHz. quad-core Exynos CPU, split-screen app viewing support, and (like Note smartphones) an S Pen stylus and several apps built for it. No pricing details for now. IDC estimates Samsung's tablet share grew to 15.1% in Q4, though that's still well behind the 43.6% claimed by the iPad, which continues to offer far more tablet-specific apps than Android tablets. (next-gen Nexus 7[View news story]
    Ask Doug Kass.
    Feb 24, 2013. 06:54 PM | 1 Like Like |Link to Comment
  • Forget $1,000, Google To Cross $1,200 Per Share On The X Phone  [View article]
    Surprise in China!? Do you recall the Chinese hacked them? Do you remember the animosity a few years back between the two over search and censorship? The Chinese do not forget or dismiss these things. The next time Google needs help from China they will quietly remind them of the most recent past dealings. How soon we forget.
    Feb 24, 2013. 06:17 PM | 1 Like Like |Link to Comment
  • Forget $1,000, Google To Cross $1,200 Per Share On The X Phone  [View article]
    Google doesn't produce phones, they practically give them away. What does Apple do? Make money. Big, huge piles of it! But then, who cares. Google is so much more valuable and innovative. Like opening retail stores for their products. Now where could they have come up with nifty bit of innovation?
    Feb 24, 2013. 06:10 PM | Likes Like |Link to Comment
  • Forget $1,000, Google To Cross $1,200 Per Share On The X Phone  [View article]
    Ladies and gentlemen. Please, we have seen this before. Like lambs to the slaughter. I can't wait to read your explanation when Google hits $400. This is going to get ugly. Only a matter of when.
    Feb 24, 2013. 05:17 PM | 2 Likes Like |Link to Comment