Jon T

Cramer's Stop Trading! What the Dell (11/20/09)

If Dell and HP cannot find a significantly better operating system than Windows sometime soon, it will indeed become a terminal decline...

Whose Notebook PC Business Is Most Valuable?

7 years is a long, long way out, especially in this business.

For example, I doubt Dell will even exist in 7 years...

As they say with forecasting, no-one will ever come back and say you got that wrong!

Your price for Mac laptops might be correct, if you include new family additions such as the forthcoming Slate/MacTouch product expected in 2010.

I do doubt Apple will have margins under 32%, with increased market share and volume, I expect their buying power to increase rather than diminish, so expect 35% plus.

ITC Investigates Samsung Memory Chips

Can I spell "CAN'T"..?

ITC Investigates Samsung Memory Chips

In other words:

"We can compete on product or innovation, so we'll try and stop them any way we can".

Morons.

Customer Survey Notes Microsoft's Brand Revival

Funny about HP and it's rising Compaq unit sales..results last night showed HP profits down 17%... Chasing volume may not be so clever.

The Commoditization of the 'Dellphone'

Dell DJ, Microsoft Zune etc etc, these companies have not got a clue beyond the mediocre software and tasteless boxes they have always churned out.

I would not bet on the Dell phone changing anything.

PALM: Ready to Break Out?

"They've already done three things well:
1) increase share price and created stock momentum
2) produced a product that has been well reviewed and received(excepting iPhone phandom/trolls)
3) created "buzz" around a company that was dead in the water"

Have they?

1) Is the result of hysterical wishful thinking and hype
2) Is not true until the jury is in. People on their THIRD Pre in one month?
3) Is also little more than hype.

I am delighted for Palm to create a decent device - I was an early supporter of the Treo - but their approach has been unsubtle, arrogant and designed to up the hype and downplay reality.

And the difference with Apple is that the latter always says let and does more. Promises less and delivers more.

Palm have a lot more to do in my eyes before they climb out of the crater they are in...

PALM: Ready to Break Out?

Are you kidding me?

Have you seen that Palm, as always, has screwed up the execution?

Try reading this is you don't believe me.

abcnews.go.com/Technol...

Dell to Apple: Our Laptops Are Greener Than Yours

Let's face it, Dell, the ultimate 'cheapener' of everything, is facing certain death by 2010. This is just another good example of why.

Mac vs. PC vs. Gold

Rubbish.

Wall Street Breakfast: Must-Know News

axelrod608: dealing with ONE Lehman Bros is fine.

So you're happy to sit on your hands and wait and see what happens when the domino effect takes down, not two or three or ten, but three hundred banks around the world...?

Then, your arguments and excuses will no doubt start with: "In hindsight..."

The situation is very serious and the precipice pretty dam close. It ain't politics, it's Confidence with a capital C.

CE Spending Looks Dismal - But Macs Set to Hit New All-Time High

Mac OS X is INDUSTRIAL STRENGTH computing.

Windows is a spaghetti omelette made of rotten eggs....

Seeing an End to the iPod's Hegemony

There is so much that is wrong with this article that Seeking Alpha should withdraw it with an apology to its readers.

Quite incredible.

The End Run Around the Operating System Is Under Way

I've read this guy's posts a few times now, and I have to say that he really does get the wrong end of the stick pretty often.

What he means is that Windows is dead. The world is on Unix now, the leader being the Apple Mac.

Just look at mobiles, the difference between touch phones is those running Windows, RIM's OS, Symbian and OSX. The differentiator IS the OS...

Why Is Dell Trying to Compete With the iPod?

For all his untiring work at trying to prop up the failing Microsoft Windows/Dell monopoly and predicting failure for everything Apple, they had to find work for Rob Enderle.

They'll never launch this product, but thankfully, RE is one year nearer retirement.

Sorry to be mean hearted, but the guy really is a mendacious idiot...