M-P

With a King's Ransom in Cash, Why Still No Buying Spree in the Tech Space?

Most of the companies mentioned have traditionally sat on a lot of cash. Given the current economy, they may be able to get some incredible deals on the auction block or some sort of asset sale. The more margin of safety - the better. Also, as others have pointed out, why buy now when the price is likely to go down. I could also see some of the firms buying some net operating losses (NOLs) to springboard their future profits. Software is a tough game - fast moving and first copy costs are significant.

Netbook Sales: Cannibalizing Notebooks or Incremental?

Per the comments, for the ordinary person - not the business or home power user - a netbook is more than sufficient. I think it will cannibalize for some segments and not others. Frankly, notebooks have come down in price a bit (esp. lower end) so I don't see a major price distinction on the hardware side - the software, on the other hand - thinking MSFT - has not come down that much unless you have a way to buy it at a discount. I understand why there is so much pirating of software in some countries. Software cost / Median Income = Large %.