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Krugger

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  • Silver And Gold In Hand, Cash In Pocket, Portfolio On Hold [View article]
    Mid term elections? Other than the special election in NJ on 10/16 what mid term elections are you referring to?

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    If you truly believe otherwise be my guest to purchase treasuries and vote for the party candidate of your choice in the mid term elections October 16th. Could it be a coincidence that Jack Lew cited October 17th as the date the Treasury Department will run out of the ability to employ more extraordinary measures?
    Oct 14, 2013. 05:04 PM | Likes Like |Link to Comment
  • The FCC is poised to pass net neutrality regulations today. If so, consumer advocates will rejoice while phone and cable corporations will balk. But expect lengthy court fights and uncertainty around web regulation for some time to come.  [View news story]
    No, there won't be any rejoicing or balking.
    The legislation is so watered down it's barely effective. It first separates Wireless and Wired, and allows Wireless providers to do what they want for the most part. And, for Wired, it leaves vague exceptions like allowing providers to block traffic for certain reasons like network efficiency (which means they can try to block bit torrent traffic that's bogging down their network). In addition, it creates a separate paid tier which allows providers to pay more to get their traffic prioritized. Does any of that sound like Net Neutrality?

    Sen. Al Franken (D., Minn.) wrote on a blog Monday that "grassroots supporters of net neutrality are beginning to wonder if we've been had" and that the proposal was "worse than nothing."
    Dec 21, 2010. 10:23 AM | 3 Likes Like |Link to Comment
  • If the flow of credit really is the lifeblood of our economy, the U.S. would have died in 2009 if policymakers hadn't taken the extraordinary measures they did, Barry Ritholtz writes. Bernanke & Co. deserve more respect for what they were - and are - up against. They are "heroes... for stabilizing the situation and pulling us back from the abyss."  [View news story]
    Barry didn't write that post, it was by a Guest Author from the Global Macro Monitor blog.
    Dec 13, 2010. 10:17 AM | Likes Like |Link to Comment
  • Google's (GOOG +0.7%) planned offshore windmill project comes just two days after announcing it had developed technology that lets cars drive themselves. Most people will overlook expenses when revenue is growing, but as Google's hobbies grow more expensive, some begin to question the value for shareholders.  [View news story]
    The below excerpt clearly shows what a stupid article that was. Android? really? Android is exploding in the smartphone market and it's clear that while they may not make a lot of money off of it the more phones android is on the more google services get used and the more data google gets. That's where their desire is.

    Google images is part of their search engine. part of their core business is selling ads on search. enough said.

    If you want to focus on R&D and pet projects then fine, but just talk about the self driving cars. Google is a certified energy trader as of this year, and energy/power is obviously something they are keenly focused on. This wind farm project is obviously related to their business when you look at it.
    ----------------------...
    Investors in the search engine company have repeatedly questioned why Google puts money into projects such as Google Images, Android, and self-directed cars. These programs seem to have absolutely no financial return. Google’s shares are up only 3% over the last year, a much worse return than the Nasdaq has given. The firm’s core search advertising business no longer grows as quickly as it once did.

    Google’s hobbies have become more and more expensive.
    Oct 12, 2010. 03:01 PM | 2 Likes Like |Link to Comment
  • Probes of whether lenders followed foreclosure rules could halt seizures, which could tie up the courts for years and prolong the real estate slump. "You can't get the economy moving until this whole situation gets straightened out," an analyst says. "Dragging out foreclosures doesn't help."  [View news story]
    so... we should fast track these foreclosures and allow organizations that may not even have a right to foreclose to force people out of their homes? The banks need to follow the rules here. Robo-signers are not acceptable. Hire more staff if you have to. I don't care.
    Sep 30, 2010. 10:55 AM | 3 Likes Like |Link to Comment
  • A government report due out today is expected to show that 75% of the oil from the Gulf leak has already evaporated, dispersed, been captured or otherwise eliminated, and that much of the rest is so diluted that it doesn't seem to pose much additional risk of harm.  [View news story]
    the enormous amount of chemical dispersants might have had a hand in that...
    Aug 4, 2010. 12:07 PM | Likes Like |Link to Comment
  • Barry Ritholtz is tired of commentators prattling on about how businesses aren't spending because of uncertainty over regulations and taxes. It's as simple as poor sales, he says. Businesses aren't going to invest or expand when 26% of capacity sits idle, and the reason we’ve still got so much idle capacity is that there's no demand in the system.  [View news story]
    It should be noted that this was not written by BR but by one of his guest commentators.
    Jul 12, 2010. 11:30 AM | Likes Like |Link to Comment
  • Insiders say Google (GOOG -3.2%) is deep in the development of a social network, code named "Google Me," aimed squarely at Facebook. Search Engine Land tries to break down its chances of success.  [View news story]
    Google loves your info. Social Networks are full of great advertising info
    Google has a chance because it has all the working parts, it just needs to put them together well.
    examples for comparison:
    Facebook Msg: Gmail
    Facebook Chat: GChat
    Facebook Pics: Picasa
    Facebook Videos: Youtube
    Facebook Status Updates: Buzz
    Location/checkin: Latitude
    Games: Google already has social games on iGoogle pages
    Maybe integrate Google Wave, Google Voice
    plus tie-ins to other google sites like News, Docs (file sharing?), etc
    Jun 29, 2010. 11:35 AM | Likes Like |Link to Comment
  • The Supreme Court strikes down part of the Sarbanes-Oxley Act that created the Public Company Accounting Oversight Board (PCAOB) to police auditors of public companies, saying it violates the constitution. The ruling could put pressure on Congress to revisit Sarbanes-Oxley. Congress created the PCAOB to replace the accounting industry's own regulators after the damaging scandals at Enron and WorldCom.  [View news story]
    Sounds like a simple change.

    "Chief Justice John Roberts, writing for the court, said that Sarbanes-Oxley law will remain in effect, with one change. The Public Company Accounting Oversight Board will continue as before, but the Securities and Exchange Commission now will be able to remove board members at will."
    Jun 28, 2010. 12:30 PM | 2 Likes Like |Link to Comment
  • Acknowledging online sales haven't exceeded expectations, Google (GOOG) is shuttering the Web store for the Nexus One, converting it into a showcase for a variety of Android phones. The company says its phone will still be available through retail channels. "It’s clear that many customers like a hands-on experience before buying a phone," writes Engineering VP Andy Rubin.  [View news story]
    No surprise here. Though it is refreshing to see a company willing to try something new, and if it fails just admit it and move on to the next thing.
    May 14, 2010. 02:02 PM | Likes Like |Link to Comment
  • Can Dell Keep Up With HP? [View article]
    Anyone who wants to know what Dell is up to needs only read through their online community forums. Dell seems to have outsourced most (all?) computer building to India (along with their awful customer service). At this point people are waiting weeks and months for systems to be built and delivered with horrible results. Expected dates pushed back, orders canceled for no reason, etc. I've been a loyal Dell backer for years but my last few orders have been a nightmare. It seems Dell doesn't care much for the average Joe anymore.
    Feb 18, 2010. 04:56 PM | 1 Like Like |Link to Comment
  • DivX's Very Low Enterprise Value Should Interest Investors [View article]
    Ha. Fair enough, you win.
    Feb 12, 2010. 02:49 PM | Likes Like |Link to Comment
  • DivX's Very Low Enterprise Value Should Interest Investors [View article]
    Look, I understand they do a good business off of their selling toolbars with their software, but i think there's more to it then just that. I'm not saying it's a good investment either, i just wanted to clarify what they do.
    investors.divx.com/sec...
    3Q 2009 Gross Profit:
    Technology licensing
    $ 12,322
    Advertising and third-party distribution
    $ 1,841

    Net income
    $ 3,956
    Feb 5, 2010. 10:48 AM | Likes Like |Link to Comment
  • DivX's Very Low Enterprise Value Should Interest Investors [View article]
    RE: t_e_c_h_g_u_r_u
    read this www.divx.com/en/techno...
    as you said H.264 is just a standard. Divx the company incorporates this standard in Divx 7
    Also: "In 2007, DivX acquired MainConcept AG, a leading provider of H.264 and other high-quality video technologies for the broadcast, film, consumer electronics and computer software markets."

    furthermore, as to your toolbar comment, really?
    Over 200 million DivX devices have shipped into the market from leading consumer electronics manufacturers.
    90% of their revenue last Q came from "technology licensing"

    They're also jumping into Internet TV where excellent compression really will be important.
    Feb 4, 2010. 10:35 AM | Likes Like |Link to Comment
  • Print media firms excited at the prospect of an Apple (AAPL) tablet that will allow them to charge for content would do well to consider the impact Apple's pricing had on the music industry.  [View news story]
    The music industry was static and dying, much like print media today. Apple gave them a huge amount of business that they otherwise would have lost. iTunes store is now the largest US music retailer. There have been over 9 Billion songs downloaded. While some of those downloads may have cannibalized other higher priced purchases, common sense and some research would probably suggest the music industry is well ahead of where they'd be if Apple hadn't come along.
    Jan 26, 2010. 11:45 AM | Likes Like |Link to Comment
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