Phil G.

CBS Acquisition of CNET: Helpful to Both

Yes, I think you're right Kevin. But I'm a bit surprised by the premium... CNET faces a lot of challenges these days in growing its business.

Yahoo Goes Scorched Earth

Why do you say that Yahoo's greatest asset is search? Isn't its massive page views its greatest asset?

Payrolls Drop - And You Ain't Seen Nothin' Yet

Hey, Kathy is bearish... there are plenty of optimists out there, but she's just putting her view out there alongside them. Bulls should take this into account.

The Music Biz: Something Important Is On The Horizon

How do you think Apple is going to respond to this? Certainly they are aware of it... maybe the iPhone will be optimized to a streaming form of iTunes?

Meredith Whitney Threatens Severe Deflation For Your Portfolio

I don't buy the conspiracy stuff, but I agree that Whitney's stature at present is way out of hand. For that part of this article, I thank you.

Should Wall Street Have Saved Itself?

Boys will be boys, and all that?!
So how did Goldman stay out of it, and stay insanely profitable?

Raw Data Report: Family Restaurants

Helpful data, thanks.

Should We Buy the PetroChina Stock Buffett Sold?

Will probably meant to point to this page from the Jubak article:
articles.moneycentral....

And while price controls in China have had a deleterious affect on PTR recently (in one of its businesses, PTR buys crude at market, refines, then sells at retail with govt. price caps), I think Brand is still right to say that PTR should profit in the long run from inflated oil prices.

Downey Financial on Shaky Ground

Outstanding analysis, thanks. I'd be interested to hear a DSL long's take on these numbers.

Interactive Q&A: Joe Cross, President and CEO of Nanophase Technologies

Hi, thanks for this opportunity. I'm trying to understand your competitive landscape better. Would you describe to me a typical customer, the type of product you supply, and what barriers to entry you have against competitors who may offer a similar product to that customer?

Thanks, Phil

Shorting the Homebuilders as Their Stocks Surge

He says his fund shorted the ITB - that's an ETF.

GMO: Stocks Will Lag Historical Average for Next 7 Years

I suppose they were referring to THEIR active management ;)

How Yahoo! Can Exit the Microsoft Bear Hug

Great ideas from a web user's perspective, but don't think it's going to happen unfortunately...

Microsoft Offers To Buy Yahoo

sure, it's been rumored for a long time.

Can eBay's New Fee Structure Fend Off Amazon?

They clearly are competitors - if you need a used item, you can get it in either place, and these are the two leading players. There are other competitors too, of course...