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    • The T. Boone Pickens Approach [view article]
      "the REAL inconvenient truth: going forward, worldwide oil supply will not be able to keep up with worldwide oil demand."

      Huh? How about this?

      The REAL inconvenient truth: going forward, OPEC will continue to rob us blind by setting oil prices at ANY LEVEL THEY DESIRE.
       Jul 25 11:06 AM
    • The T. Boone Pickens Approach [view article]
      "the REAL inconvenient truth: going forward, worldwide oil supply will not be able to keep up with worldwide oil demand."

      Huh? How about this?

      The REAL inconvenient truth: going forward, OPEC will continue to rob us blind by setting oil prices at ANY LEVEL THEY DESIRE.
       Jul 25 11:06 AM
    • 'Best of Breed' Business Model a Chink in Apple’s Armor? [view article]
      Brian,

      Save yourself from Windows regret. Find a friend or a switcher and ask them, "How's it going?"

      You might see a reason to go w/ the Mac.

      Good luck, whatever your choice...       Jun 23 12:22 PM
    • Getting Frantic? A New 3 Act Play for Current Economic Times [view article]
      I, for one, will be glad when Mr Bush leaves the White House.

      May the next president have the wisdom and strength to right our economic house.       Jun 04 12:21 PM
    • Goldman Raises Apple's Price Target on 3G iPhone Launch [view article]
      Wow! Suppose the iPhone was marketed as a PocketMac. Is there a PocketPC or a PocketLinux competitor? Another pocket anything that puts a phone, music, video, internet, and apps in your pocket?

      This summer Apple will ship the PocketMac to the planet, with only China, Japan, Russia, and Korea still unannounced. I've heard that Apple and the telecoms will charge the same or less for the new 3G product. Admittedly, many customers will stay loyal to the BlackBerry, but I don't see any great loyalty to any other brand.

      So, let's see what might happen in shipments, given multiple PocketMac models:

      2009 - 40M shipped
      2010 - 100M
      2011- 150M

      I think Apple will do ok.       May 26 12:15 PM
    • The Case for Not Drilling ANWR [view article]
      We've had 7+ years of the Cheney oil policy. Seeing where we are now, is there anyone who considers it successful?

      Where would we be if Cheney and his oil brethren had foreseen the approach of Peak Oil and skyrocketing pricing?

      Where we would be if they had historically embarked on a policy of energy independence?

      Where we would be if they had committed us to accelerating alternative energy sources: solar, wind, nuclear, wave, and hydro?

      The Cheney Oil strategy was directed at private profits and megalomania; we even started a war to forward the strategy.

      It is small compensation, indeed, that Cheney and Bush will earn the honor of being known as the most destructive and failure ridden presidency in US history.


       May 26 12:02 PM
    • Goldman Raises Apple's Price Target on 3G iPhone Launch [view article]
      Informative article, but hasn't been reported elsewhere that Apple has signed agreements in over 60 countries, not 40?

      Also, the other reports has the iPhone potential subscriber basis increasing four-fold in the neighborhood of 600M potential customers.

      Based on these numbers, others have predicted iPhone sales of 14M in 2008 and 25M and above in 2009.       May 25 07:37 AM
    • Apple's iPhone: Home Court Advantage [view article]
      Hello Infestation!

      I hope you're not shorting Apple. It's a shame you won't be going long (A very expensive shame).

      Got IRA? Got Apple? Got Money?

      Thanks, Sir Steve Jobs!       May 17 11:35 PM
    • Apple: Taking Some Chips Off the Table at Current Prices [view article]
      Oh Blah Dee Blah Dah,

      You're right on the money. Apple is unassailably beastly. It's a carrier fleet, full speed ahead to the next conquest.

      The others: In drydock, building destroyers.

      Apple's fleet:

      - dominant retail (both brick and mortar and website),

      - world's best OS and SDKs unified in Macs/iPhones

      - world's best user experience and service support

      - dominant music store, soon to be dominant movie/TV store

      - soon-to-be-dominant mobile app titles

      - huge cash hoard (bigger than msft in % terms)

      - world's best leadership/vision and technical/design brilliance

      - world's best marketing insight

      - exploding stk price leading to huge talent advantage: talent wants to work for Apple because of the increasing value of their options AND the disciplined way they are managed/led

      - world's best innovation engine

      Get the picture? Why would anyone distract themselves by trading this perma-growth stock? Timing a perma-growth is a fool's game, just let the good times roll!       May 16 10:20 AM
    • Taking Some Profits in Apple [view article]
      Oh Blah Dee Blah Dah,

      You're right on the money. Apple is unassailably beastly. It's a carrier fleet, full speed ahead to the next conquest.

      The others: In drydock, building destroyers.

      Apple's fleet:

      - dominant retail (both brick and mortar and website),

      - world's best OS and SDKs unified in Macs/iPhones

      - world's best user experience and service support

      - dominant music store, soon to be dominant movie/TV store

      - soon-to-be-dominant mobile app titles

      - huge cash hoard (bigger than msft in % terms)

      - world's best leadership/vision and technical/design brilliance

      - world's best marketing insight

      - exploding stk price leading to huge talent advantage: talent wants to work for Apple because of the increasing value of their options AND the disciplined way they are managed/led

      - world's best innovation engine

      Get the picture? Why would anyone distract themselves by trading this perma-growth stock? Timing a perma-growth is a fool's game, just let the good times roll!       May 16 07:51 AM
    • How Microsoft Could Kill Google on the Web [view article]
      Sorry. Can't see how this half baked idea comes close to working.

      Free means msft becomes a new socialist regime: Who will run the ad acceptance dept? The free mkt (Google) is perfectly matched to the job of choosing the ads that run.

      Google has patented a great ad auction system. They have millions of servers to speed search queries to the universe. And, FWIW, Google appears to be an ingenious engineering company w/ attention to public opinion. People don't have a problem bringing their business to Google ("Don't be evil." works!).

      Msft is a convicted monopolist with a long folk history of thuggery and malodorous conduct. There are many in the population who have a problem with helping msft succeed (C'est moi, for instance.).

      So, if msft is going to compete here, I say they just need to get back to their labs and build a better mouse trap (and that, my friend, is something they haven't done in many years (See the msft 5 year charts.)).
       May 08 04:42 AM
    • Cleantech "Power 10" Ranking (Vol. I) [view article]
      Solar Watcher: Who's the idiot?

      "How about doing your homework next time so you don’t look like an idiot?"


       May 04 12:41 PM
    • The State of the Thin-Film Photovoltaic Industry [view article]
      Andrew,

      I've begun studying solar stocks and I like your investing style (similar to mine w/ Apple!). Pls recommend links to blogs and other information sources I should use.       Apr 13 05:42 AM
    • It's Now 'Official': Ethanol Is a Scam [view article]
      Boy, this one is one for the record books. Policy and laws driven by ADM and ag state politics. Stinks to heaven.

      Being optimistic, maybe our political leaders will take this lesson to heart and notice the impact of the next lobbyist driven policy initiative.

      Also, being optimistic, maybe this is the price we pay, as a country, when the leadership at the top is woefully not close to being up to the job AND maybe, whoever comes next, John, Hillary, or Barack, will return us to a government based on reason, goodwill, competence and integrity.

      Our 8 year long experiment in 'faith based' leadership is soon, thankfully, coming to an inglorious end.       Apr 10 06:34 AM
    • Why Is Progressive Interested in Auto Fuel Efficiency? [view article]
      Let's see now... Do you think a $10 mm dollar prize and associated PR and advertising might result in about $100mm of free ads?

      Huh, maybe Progressive is seeing the 'light'!

      Also, it doesn't hurt their public image. After all, the name is 'Progressive'.       Mar 25 06:42 AM
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