Malkiel

Jim Cramer's 10 Predictions for 2008

I predict that in 2008 a lot of companies will position themselves well in their industries, and tech companies will go a lot of interesting places that will make them money later, but nobody's share price will do anything other than tread water because the economy and credit crisis will cause stock market downturns at the end of each quarter as institutional investors engage in "window undressing" to get rid of holdings that didn't meet guidance, which will be everybody...

Cable Will Win the Bandwidth Wars

" He’s also assuming DSL doesn’t get much faster than it is now, but he admits there’s always that possibility it may".

Well, Since ATT/SBC is offering 6mps RIGHT NOW, it sounds like his analysis is already busted. And having 40% of a market for starters isn't bad when the phone companies are winning the market war in the territories they do cover. The ratio of dsl to cable internet customers in Connecticut is about 8 to 1 at the moment.

Cable internet has problems with being bundled into expensive packages people don't want to move up to. He's also discounting the universal penetration of phone lines to rural areas thanks to FDR's rural phone programs in the '30's, while cable companies are determined never to string out that far. Time to get a little less "passionate" and a little more rigorous...