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Jon T » Comments » CTSH

  • S&P 500's Top Returners in 2009 [View article]

    One of the few viewpoints I've seen in recent times that says APPL is an "Unattractive" stock.

    Odd. Very odd.
    Nov 11 08:14 am |Rating: 0 0 |Link to Comment
  • Picking Some Stocks to Survive This Market [View article]
    Not sure I would have MSFT on that list.

    It will be 7 years before a viable - i.e. non-Vista - OS is available since the last one i.e. XP.

    And even then Windows 7 may be little more than a warmed over Vista.

    - No traction with Search.
    - No traction with Zune.
    - Declining or reversing traction with Xbox.
    - Luke warm response to Office 08. Severely declining prospects for Windows Mobile.
    - HP, Dell etc. looking for Windows alternatives.
    - Massive spending on Brand advertising is backfiring badly.
    - Apple's PC & Mac advertising is severely mauling its core product.

    It will face strong headwinds with a scary, rocky coast waiting to receive it to leeward, it is lucky it has some sea-room.
    Oct 20 08:17 am |Rating: +1 0 |Link to Comment
  • Cash-Rich Companies: Watch Out for the Siren’s Song [View article]
    Applying this metric across the board is a little weird. You need much better knowledge of these businesses to make this kind of judgement.

    Beware the statisticians...
    Jul 28 03:07 am |Rating: 0 0 |Link to Comment
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