Jeff Spiller's Comments Jeff Spiller's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/335261/comments Shares of Herbalife (HLF -19.9%) get slammed again today on heavy volume as Bill Ackman's Pershing Square continues its assault on the company, underlining its massive short position and encapsulating yesterdays meeting in presentation format on its website: (Facts About Herbalife) http://seekingalpha.com/currents/post/733561?source=feed#comment-12921911 12921911 Sun, 23 Dec 2012 13:16:28 -0500 Food and water scarcity: Call it an alarmist's investment theme for the future. As weather conditions induce a "supply shock" across much of the agricultural spectrum, commodity and natural resource investors insist that it reinforces the thesis that the world's resources are being stressed to the breaking point. “You can’t triple a population in a lifetime without consequences,” says Jeremy Grantham. Supply simply can't keep up with demand, and our hungry and thirsty world just keeps growing. http://seekingalpha.com/currents/post/428351?source=feed#comment-7638151 7638151 Sun, 22 Jul 2012 10:56:30 -0400 Food and water scarcity: Call it an alarmist's investment theme for the future. As weather conditions induce a "supply shock" across much of the agricultural spectrum, commodity and natural resource investors insist that it reinforces the thesis that the world's resources are being stressed to the breaking point. “You can’t triple a population in a lifetime without consequences,” says Jeremy Grantham. Supply simply can't keep up with demand, and our hungry and thirsty world just keeps growing. http://seekingalpha.com/currents/post/428351?source=feed#comment-7618871 7618871 Sat, 21 Jul 2012 10:56:53 -0400 Why Google's Tablet Is A Nuclear Strike On Amazon's Pricey Stock: Whither The Kindle? http://seekingalpha.com/article/694071/comments?source=feed#comment-6951811 6951811 Sat, 30 Jun 2012 11:41:06 -0400 Pay-TV Industry Is Divided Over Ad Skipping; Will Cable Lose? http://seekingalpha.com/article/679201/comments?source=feed#comment-6722151 6722151 2. There was a time before DVRs when you always had to watch commercials and we survived.
3. Preventing FF seems a bit trivial to warrant a patent.
4. 'Cable' TV is a dead end industry anyway. Content delivery is transitioning to the internet and the cable (and cable-style) companies are trying to fight a battle that is already lost.]]> Sat, 23 Jun 2012 11:25:51 -0400 2. There was a time before DVRs when you always had to watch commercials and we survived.
3. Preventing FF seems a bit trivial to warrant a patent.
4. 'Cable' TV is a dead end industry anyway. Content delivery is transitioning to the internet and the cable (and cable-style) companies are trying to fight a battle that is already lost.]]> Windows 8 Is The Next Battleground For Apple And Microsoft http://seekingalpha.com/article/647261/comments?source=feed#comment-6266951 6266951 Sat, 09 Jun 2012 14:12:43 -0400 Windows 8 Is The Next Battleground For Apple And Microsoft http://seekingalpha.com/article/647261/comments?source=feed#comment-6266471 6266471 1. Apple PC's(Mac) will continue to make inroads in the enterprise but will be a specialty OS not the primary OS.
2. Windows 7 will remain the primary desktop OS in the enterprise market for at least 5 more years (as win XP did) and will not be supplanted until Windows 9 comes out.
3. Windows 8 will become an enterprise tablet OS and gain a good part of the tablet market share.
4. The tablet battle will be between iOS (iPad) and Metro (MS Win8), with Android being used mostly for custom specialty applications.
5. Home users will start to use any device and OS that has a web browser and is cheap since most home apps will migrate to the web (cloud). (This may be an opportunity for Chromebooks/Android Pc's, etc.)]]> Sat, 09 Jun 2012 13:44:37 -0400 1. Apple PC's(Mac) will continue to make inroads in the enterprise but will be a specialty OS not the primary OS.
2. Windows 7 will remain the primary desktop OS in the enterprise market for at least 5 more years (as win XP did) and will not be supplanted until Windows 9 comes out.
3. Windows 8 will become an enterprise tablet OS and gain a good part of the tablet market share.
4. The tablet battle will be between iOS (iPad) and Metro (MS Win8), with Android being used mostly for custom specialty applications.
5. Home users will start to use any device and OS that has a web browser and is cheap since most home apps will migrate to the web (cloud). (This may be an opportunity for Chromebooks/Android Pc's, etc.)]]> Microsoft: No Longer A 'Boring' Investment http://seekingalpha.com/article/580821/comments?source=feed#comment-5380461 5380461
I've seen the new features on the just released SQLServer 2012 (business applications/database management software) and they are pretty impressive. I think that, with this version, nobody can say that isn't in the same league as DB2 (IBM) and Oracle.

I was talking to the CIO of a mid-size company last week and he told me that Win8 tables have a 'killer' feature that he believes will drive adoption into the enterprise, the ability to connect to the Windows domain. The domain is Microsoft's framework that managed permissions, logins, and security. Since most companies use this in their businesses, it will allow them to manage Win8 tablets without purchasing extra software and jumping through the various hoops required for Apple or Android.]]> Sat, 12 May 2012 18:13:30 -0400
I've seen the new features on the just released SQLServer 2012 (business applications/database management software) and they are pretty impressive. I think that, with this version, nobody can say that isn't in the same league as DB2 (IBM) and Oracle.

I was talking to the CIO of a mid-size company last week and he told me that Win8 tables have a 'killer' feature that he believes will drive adoption into the enterprise, the ability to connect to the Windows domain. The domain is Microsoft's framework that managed permissions, logins, and security. Since most companies use this in their businesses, it will allow them to manage Win8 tablets without purchasing extra software and jumping through the various hoops required for Apple or Android.]]> Bob Wenzel holds no punches in a speech this week to the NY Fed: "The noose is tightening on your organization, vast amounts of money printing are now required to keep your manipulated economy afloat. It will ultimately result in huge price inflation, or, if you stop printing, another massive economic crash will occur. There is no other way out." http://seekingalpha.com/currents/post/280891?source=feed#comment-4907711 4907711 Sun, 29 Apr 2012 11:03:42 -0400 Bob Wenzel holds no punches in a speech this week to the NY Fed: "The noose is tightening on your organization, vast amounts of money printing are now required to keep your manipulated economy afloat. It will ultimately result in huge price inflation, or, if you stop printing, another massive economic crash will occur. There is no other way out." http://seekingalpha.com/currents/post/280891?source=feed#comment-4899801 4899801
Thanks for the insight.]]> Sat, 28 Apr 2012 23:18:38 -0400
Thanks for the insight.]]> Bob Wenzel holds no punches in a speech this week to the NY Fed: "The noose is tightening on your organization, vast amounts of money printing are now required to keep your manipulated economy afloat. It will ultimately result in huge price inflation, or, if you stop printing, another massive economic crash will occur. There is no other way out." http://seekingalpha.com/currents/post/280891?source=feed#comment-4895321 4895321
Insanity: doing the same thing over and over again and expecting different results.
--Albert Einstein]]> Sat, 28 Apr 2012 18:23:18 -0400
Insanity: doing the same thing over and over again and expecting different results.
--Albert Einstein]]> Bob Wenzel holds no punches in a speech this week to the NY Fed: "The noose is tightening on your organization, vast amounts of money printing are now required to keep your manipulated economy afloat. It will ultimately result in huge price inflation, or, if you stop printing, another massive economic crash will occur. There is no other way out." http://seekingalpha.com/currents/post/280891?source=feed#comment-4894331 4894331
2. It appears, from the text of the speech, he got a free meal.]]> Sat, 28 Apr 2012 17:14:24 -0400
2. It appears, from the text of the speech, he got a free meal.]]> Greece's Day Of Reckoning Is Only The Start http://seekingalpha.com/article/377311/comments?source=feed#comment-2763571 2763571 Sun, 19 Feb 2012 11:46:10 -0500 Microsoft: Missing the Bigger Picture http://seekingalpha.com/article/321031/comments?source=feed#comment-2191750 2191750
As for the Desktop OS Segment, its my opinion that Win8 is primarily a mobile product, and that Win7 will be their most popular OS for a long time (a la XP). ]]> Sat, 21 Jan 2012 11:22:38 -0500
As for the Desktop OS Segment, its my opinion that Win8 is primarily a mobile product, and that Win7 will be their most popular OS for a long time (a la XP). ]]> Arable Farmland And The Case For Agriculture http://seekingalpha.com/article/319608/comments?source=feed#comment-2175596 2175596 Sun, 15 Jan 2012 10:27:32 -0500 Also in Merkel's response to the S&P downgrades comes this chilling idea: She says she will consider legislation to bar institutional investors such as insurance companies from selling bonds when ratings are downgraded, or fell below investment grade. If banning short sales doesn't work, why not step it up a notch and ban selling altogether? http://seekingalpha.com/currents/post/110139?source=feed#comment-2175582 2175582 Sun, 15 Jan 2012 10:20:30 -0500 Arable Farmland And The Case For Agriculture http://seekingalpha.com/article/319608/comments?source=feed#comment-2173970 2173970 Sat, 14 Jan 2012 10:49:45 -0500 Dealing With Debt: What Investors Should Expect http://seekingalpha.com/article/316849/comments?source=feed#comment-2142713 2142713 Mon, 02 Jan 2012 08:55:55 -0500 Fed Open Market Committee: No real surprises as the panel says it's "prepared" to ease if necessary, due to worries about deflation. No change to near-zero interest rate policy or in plans to keep rates low for an "extended period." Hawkish Hoenig stands as the lone dissenter again. http://seekingalpha.com/currents/post/56938?source=feed#comment-1221226 1221226 Tue, 21 Sep 2010 16:17:53 -0400 Is AT&T Stranded Alone on the Data Cap Island? http://seekingalpha.com/article/209695/comments?source=feed#comment-1064842 1064842 Sun, 13 Jun 2010 11:17:50 -0400 Amazon Losing the E-Book Battle: Content vs. Distribution http://seekingalpha.com/article/186974/comments?source=feed#comment-885403 885403 Sat, 06 Feb 2010 10:23:37 -0500 Salesforce.com's Outage: Will It Derail the SaaS Market? http://seekingalpha.com/article/114196/comments?source=feed#comment-352510 352510 Sun, 11 Jan 2009 13:36:54 -0500