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kata

kata
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  • Google: EU And Competition Will Weigh On Earnings [View article]
    There is nothing inherently illegal about being or becoming a natural monopoly. There is however something very wrong with abusing that position. Or not. First you have to define what about them makes them a monopoly and whether or not it was in fact abused. Then you have to decided who was abused, consumers or competitors or both.

    In the Msft case, the decision about what about them made them an abusive monopoly included their use of an Intc processor. Without that, the fact that they had a larger market share was not considered abuse.

    Judge Jackson was an outrageous example of a judge run amok and was severely admonished in the Appellate Court where Msft entered into yet another stupid and self defeating consent agreement. But that was yesterday and I only brought it up as an example of how these cases can go off the rails.

    Intc was attacked in the EU by putting its products "on sale". The sale was construed as restricting their smaller competitors ability to compete. To make matters worse, it appeared that the Prosecutors withheld exculpatory evidence from the Court and Intc has been fighting the EU's refusal to admit their error.

    So, do not assume you know how the EU will deal with Goog for any reason whatsoever whether or not the issue is real or fair or true. You just bite the bullet, settle the action and chalk it up to a cost of doing business and move on or you assume a greater risk.

    And greater risk assumes a lower value in my book.
    Apr 18, 2015. 01:47 PM | Likes Like |Link to Comment
  • FERC tells Spectra-DTE pipeline partnership to investigate alternative routes [View news story]
    Will this ruling add substantial costs to the project?
    Apr 16, 2015. 03:35 PM | Likes Like |Link to Comment
  • Google: EU And Competition Will Weigh On Earnings [View article]
    Taking the concept of Federalism literally, lol..
    Apr 16, 2015. 01:30 PM | Likes Like |Link to Comment
  • Google: EU And Competition Will Weigh On Earnings [View article]
    That's the one thing they cant do. Or wont do. They wont divulge their algorithms. Everything else should be negotiable. And they should communicate their willingness to reach an accommodation as soon as possible.
    Apr 16, 2015. 01:24 AM | Likes Like |Link to Comment
  • Google: EU And Competition Will Weigh On Earnings [View article]
    Money and at least the appearance of preeminence. Dominant US companies embarrass them. An appendage to a Freudian condition no doubt. But its better to put to rest as quickly and quietly as possible. And after all, what did they expect with a 90% share.
    Apr 15, 2015. 05:11 PM | Likes Like |Link to Comment
  • Google: EU And Competition Will Weigh On Earnings [View article]
    Sorry for the rant, its like watching the same bad movie all over again. Those who lived through the Msft and then the Intc persecutions, err, prosecutions should remember the harm they did on two great American companies. They were senseless, expensive and distracted both companies. Intc is still waiting for the last hearing from the last kangaroo panel to return the 1.5B they shelled out to the EU.

    The EU is not fair. They will not lose. The issue is not what is at issue. Only the size of the payment is at issue and how much damage will be done before an accommodation is reached. And after the EU then China or Japan or whomever. The faster they put this to bed the better. Goog should hire David Boies if they can get him. At least, he knows the lay of the land.
    Apr 15, 2015. 03:44 PM | 1 Like Like |Link to Comment
  • Google: EU And Competition Will Weigh On Earnings [View article]
    Turns out Goog really is evil. But why not settle? Didn't they learn anything from the Msft debacle? The EU wants money. This is their version of greenmail. Pay the 2 dollars and shut up about it. The more you try to justify it the worse they are going to look and the harder its going to be to settle. And Android is next, you cant leverage one monopoly to create another.
    Apr 15, 2015. 11:35 AM | Likes Like |Link to Comment
  • Adjusting For Lower-Than-Expected Returns In Retirement [View article]
    The average Federal Employee pension is over $120k yr. At your estimate, that's about $3M.
    Apr 13, 2015. 10:18 PM | Likes Like |Link to Comment
  • Adjusting For Lower-Than-Expected Returns In Retirement [View article]
    I'll give you some advise for free, don't reveal too much personal information on line, it's never a good idea.
    Apr 13, 2015. 10:13 PM | 1 Like Like |Link to Comment
  • Adjusting For Lower-Than-Expected Returns In Retirement [View article]
    I wonder if anyone's expectations over the twenty some odd years of retirement include increases for healthcare or long term care given that Medicare is set to cover less and require higher out of pocket expenses. Also at home unionization efforts for health care para-professionals might signal much higher stay at home costs than once foreseen. Both types of increases will more than likely far outstrip any inflation expectations modeled here.

    Also it is likely that the huge numbers of Boomers invested in the market will at some point have to actually sell their equities outright to fund these increases. Is that why you are modeling in such a huge drop in the accumulated market value over time? And if that's the case, why wouldn't you buy insurance to at least hedge part of the risk?
    Apr 13, 2015. 12:16 PM | Likes Like |Link to Comment
  • 'Interstellar' posts strong debut atop home-video chart [View news story]
    Well, then, gotta see it, :)
    Apr 12, 2015. 06:52 PM | Likes Like |Link to Comment
  • Intel reportedly ends Altera talks; shares fall (updated) [View news story]
    well, that wouldn't surprise me either. But still, give us a break.
    Apr 12, 2015. 06:52 PM | Likes Like |Link to Comment
  • 'Interstellar' posts strong debut atop home-video chart [View news story]
    Been too busy watching Bloodline on Netflix, no buzz but great show.
    Apr 11, 2015. 04:48 PM | Likes Like |Link to Comment
  • Intel reportedly ends Altera talks; shares fall (updated) [View news story]
    Are you writing a sequel to the DaVinci Code, Dan?
    Apr 11, 2015. 04:22 PM | 1 Like Like |Link to Comment
  • Why I May Finally Buy GE Again After Its Major Spin-Off [View article]
    While not a fan of Immelt's management skills, it should be noted in Immelt's defense, that the decision to dump GE capital at this point probably has more to do with the terms of the TPP or Trans Pacific Partnership, a brand new trade agreement just signed by Barack Obama within the past few months.

    Part of those terms, and I have not read the entire agreement so do not know all the provisions, allow for some Pacific Countries like Japan and I think Indonesia to UNREGULATE their financial services companies thus making them more competitive with US companies still trying to navigate through the first implementation of Dodd Frank. In that atmosphere maybe GE Capital might never be profitable enough for GE to bother trying to repair. Perhaps that had something to do with Immelt's thinking. But I too hated the Alstom deal.
    Apr 11, 2015. 04:15 PM | 2 Likes Like |Link to Comment
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