TrezRek500

Google Holds 65% Search Share in Pre-Microsoft Bing Rankings

I really don't understand MSFT's obsession with the internet(ie the courting of Yahoo and now Bing.)

To me, MSFT should focus on the cloud. Selling SaaS versions of Outlook/Exchange or Great Plains would be a good start. All the other tech companies are solidly either a consumer company(apple, yahoo, google) or a b2b company(HP, Oracle, IBM). Msft tries to ride this line down the middle, and I'm not so sure it is working.

If You Want Rambus, Now Is the Time

In at 19, out at 15. Story of my life. I curse you Rambus.

The Economy Can't Be That Bad if Thousands Can Pay $100 for a Ballgame

Michael Young, I can't agree less with this comment, "Here in the UK a decent footballer gets paid more in a few days than a nurse or policeman gets paid in a year. That is confirmation, not that you need one, that western society is morally bankrupt."

How many players are there in the Premiership in the UK? I would think no more than 300. The top 300 people in any highly profitably business in any western country make a lot of money. The top 300 NYC hedge fund managers's compenstation probably make athletes seem middle class. I'm not bitter about the fact that I made a career choice that wasn't investment banking.

Athletes make a lot of money because their industry keeps score and has win/loss records. It's fairly obviously who is Michael Jordan and who isn't. You can't say that about most jobs, nor is any single individual capable of making as big an impact on their organization as a Tom Brady.

Don't Be Fooled by Inflation

Other than that Mrs Lincoln, how did you like the play?

Monoline Credit Card Issuers at Risk of Downgrade

The King of the low grade credit card issuers was Providian, meaning they would give a card to anyone. The were acquired by WaMu who was acquired by Chase, so I would think they are holding more accounts paying super high interest than the others.

Twitter Acquisition Mania: Google Rebuffed, Is Apple Trying Now?

Unlike ebay buying skype, AAPL only buys this is they can figure out massive synergy. I am sure they are working late, eating pizza, trying to figure out the synergy on this one. I have no idea what will happen, but don't agree that this is worthless technology. It just takes awhile to filter to a useful list of others to follow.

NetSuite Shares Plummet Day After Report of 'Impressive' Growth

The great SME enterprise IT myth. The truth is that many companies get up to $100MM in revenue on Quickbooks and Salesforce.com is only $50/month per user.

They are chasing a market that is not there.

Five Myths About Business Failure in a Downturn

Leftfield, you hit it on the head. Professional management is rarely outstanding. Managers really manage their careers more than people or capital.

We missed out on a great opportunity. We missed out on letting Wall Street crumble. It would be rebuilt by entrepreneurs and we'd all be a lot better off in ten years because of it.

Oracle Buys Sun, Becomes a Hardware Player

It's nice to see a real acquisition, of a real enterprise vendor......while monkey boy Ballmer tries to buy the 'second place by a mile' search engine....

www.youtube.com/watch?...

The Seduction of America

To me, the bailout was an opportunity blown by this country. We could have reinvented the financial services industry, by all those smart young guys on Wall Street getting laid off and starting new companies. There will always be a need to manage rich people's money and to underwrite IPOs and debt offerings. We could have had 1000's of new, dynamic firms competing and changing the world.

IMHO, the bailout was all about keeping the power elite, elite.

Let me give you one example in another industry. In 1998, it cost $25K a month to host a website at Exodus. The same site can be hosted today by Godaddy for about $100/month. Now, anyone can create a business and run it online. Competition is what the USA is all about and it drives us to excellence and creates unimaginable opportunities. The financial services industry should have been forced to be "reborn" just like Info Tech did in 2000.

Sucker's Rally Approaching an End

I'll take a sucker rally like this any day. This was the first time I've made any money in quite a while.

You'll never call top, and within fifteen minutes of the opening, I sold all my HBAN and BAC. I have a huge gain in WFC and BCS, and I might sell those tomorrow. In any event, it has been a profitable four weeks. I'll just go back to cash and playing my drums all day :p

Oracle Acquisition of Sun Makes Perfect Sense

This is really interesting. Oracle has a big services business, Sun doesn't. HP bought EDS. So now we have a new huge entity that can do the whole stack for a customer.

I swear, MSFT seems to be losing ground in the enterprise space. This fascination with the loser of the search engine wars makes no sense to me. They should focus 100% of their enterprise efforts on cloud based Exchange, Great Plains, etc.