borisb

Why I Prefer McDonald's over Apple

mcdonalds seems to be worth more and has a small bounce
relative to the early July index lows.

Why I'm Bullish on Whole Foods

The interesting thing about the Whole Foods Markets is they expense new stores and dont capitalize them. If WFMI did up keep on exisiting stores and didnt expand the free cash flow would be $600 milllion or about $4 a share before that dillution. So the pe metric might mislead. Focus on the $4 a share free cash flow situation instead of the 75 cent+ eps estimate for 2009 to justify a better price then the recent $18-$20+.

Mobile Phone Industry in Denial About Economy

wireless phones regardless of how smart they are become commoditized.

Nokia: Bargain of a Lifetime - Barron's

Lower end cellphones are commoditized and this is chewing into Nokia's income statement. While RIMM and AAPL are fierce at the high end. Also global consumers already in a squeeze, know the prices are dropping each year, and simply delay purchases. Nokia might end up in the Motorola situation.

Will Netflix Survive iTunes Movies?

Netflix new online ads are kickin ass.

Apple TV and the Future of the DVD player

i see that Apple product is more like an internet DVD player. thanks for making it clear!

Apple Has Too Much Cash

The Netflix is a good idea!
Apple would and should do whatever
to protect the iPod/media device franchise.
But Netflix has rebuffed buyout offers before,
price might now be an issue. I wonder if 2x
2008 sales would work for both sides?

Will Apple Blow Past Netflix, Amazon and Microsoft With A Fox Deal?

Netflix household penetration in northern california
is nearly 20% and still expanding. this implyies a still growing US opportunity of 22 million households. Now that BBO is retreating....it appears that netflix will go back up to the >80% marketshare it usually has had for several years. at this time NFLX management thinks the opportunity might be 30 million-ish households. With netflix subs around 7.5 million seems like there is room for plenty of upticks in sub count. Also based on Apple's conflict of interest due to hardware sales, it seems Netflix has the Hollywood Studio best interest at heart.

Will Apple Blow Past Netflix, Amazon and Microsoft With A Fox Deal?

Netflix is morphing into something very big.

12 Stocks to Buy on a Pullback

marvelous list!

Broadcom Surges on Cisco's Halo Effect

nice but how about a little more color on Broadcom, if this is, in fact, the subject?

Why It's Important to Know Who's Giving You Those Investing Tips

this 70s guy, A.H. is an idiot.

Cowen Advises: Place Your Mobile Internet Bets On Google, Not Apple

On PBS Charley Rose , Friday, the Wall Street journal tech icon said that it was a revolutionary product. also it would seem that rapid software upgrades
would make for a continously updated product.

Apple's iPhone and the Future of Research in Motion

I just have a hard time seeing how Apple is going to walk into the cellphone space, where the competition is the fiercest hot as hell i've ever seen, and avoid a black eye from entrenched nok.mot.eric.sony.sams... the asp downslope 10%+ a year and Apple would have more product lines to juggle.