William H Jones

Auto MPG: The Economics of CAFE, Part One

So what happens 5-10 years from now when all new cars use less fuel (35.5 mpg)...

Answer: the Gov gets less revenue from gas taxes. Hundreds of millions less.

uh-oh.

Ponder that....

Either gas taxes go must go up *anyway*, or the Gov will tax you some other way.

Either way, you will be taxed more. No way around it.

Capturing Higher Distribution Growth in MLPs

Take ETP/ETE for example... can you enlighten us on how much the distributions to ETP shareholders will slow going forward and in turn how much they will grow for ETE shareholders, since the threshold has been reached? I am trying to wrap my head around this with some concrete numbers...

thanks

A New Bull Market for Uranium

Nice, well researched post

"In this environment, when you own a company (JAVA) that barely has a reason to exist, outside of a programming language (Javascript), you probably shouldn’t f&%@ around when you have a bid from IBM (IBM) on the table." - the reformed broker

"... but we can all agree that as far as the nomenclature of Sun's Java offerings, its a moot point..."

No.

"In this environment, when you own a company (JAVA) that barely has a reason to exist, outside of a programming language (Javascript), you probably shouldn’t f&%@ around when you have a bid from IBM (IBM) on the table." - the reformed broker

FYI-- "Javascript" is not the Java programming language. It is an entirely different thing. Not even related, really.

Falling Dividends: Are Utilities Next?

cap and trade won't put $billions of taxes on the utilities because the utils will just push it off on to the consumer in the form of higher rates. -- cap and trade will effectively raise all individuals' taxes. "I will not raise taxes 95% of you!" -- yeah right.

Selecting 2009 Merger Arbitrages Carefully

Looks like DISK most likely is gonna happen?

www.stockdata.org/2009.../

Dow Chemical's Dividend Cut Is Not Enough

Just like the failed HUN deal, Rohm will get a nice cash termination fee when all is said and done. Not the nice buyout at a lofty price they would have gotten, but nice none the less.

DOW's mgmt is questionable me thinks.

Roche's Race for Genentech is On

Roche will get'em in the end...

www.stockdata.org/tag/.../

Roche and Genentech: As the Deal Turns

Roche will, in the end, but DNA. $95/sh for the remaining people who do not get sucked into the latest tender offer, IMO.

www.stockdata.org/tag/.../

If Obama screwed up in nominating and backing Tom Daschle, the former Senate majority leader who ponied up $140,000 in back-taxes and interest, what does that say about his support for Geithner?

I heard Obama is putting off getting a new puppy for the White House until spring so he can make sure it's kid friendly, easy going, and pays its taxes.

3Com Excels in China

Update on TippingPoint -- is COMS going to spin it off? It's new president is the same guy who was president of Palm when COMS spun it off in 1999. www.stockdata.org/tag/.../

3Com Excels in China

Nice article. This further advances my opinion that COMS remains a buyout candidate, despite the Bain thing that fell through.

A big problem to a merger is still the China connection, as Bain proved. They are a nice cherry to pick, but US companies are out I guess? My thoughts on COMS at: www.stockdata.org/2008.../

HTC, the Taiwanese company that makes the G1 Android-based phone (DT, GOOG), revises its 2008 sales forecast to one million, from an initial 600,000. Which prompts the burning question: Who owns one?

Keyword-- *forecast*

Akamai: Why Charge More for Streaming Video Delivery vs. HTTP Delivery?

Just because someone else charges less for something does not mean you cannot charge more for it and still succeed. Ever heard of these brands: Clorox? Kleenex? As long as you are comparing apples and oranges, so will I.

Having said that, Akamai indeed is in trouble, and you are right on some of your points. Their biz plan should be adjusted and maybe the pricing model is one way to attack it.

Later