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kmi

kmi
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  • Looks like YouTube (GOOG) is going to be a real business, as Hudson Square's Rory Maher asserts that it could post as much as $2B in gross revenue this year and $4B in 2012. He says that a survey of its top 100 videos suggests more views from professional content and better advertising inventory sellout.  [View news story]
    Put this in perspective:

    Google is smart, and plays 5 games at time and their time frame is a lot longer than most expect.

    The same way they are able to monetize YouTube, I expect them to figure out a way to monetize other apparent non-profitable assets, like the Chrome Desktop, and mostly, their Android platform.
    Mar 22 03:38 PM | 2 Likes Like |Link to Comment
  • U.S. banks resist efforts to tighten international rules to prevent the flow of money from corrupt politicians, coming amid criticism for holding billions in assets allegedly belonging to regimes in Libya, Egypt and Tunisia. An OECD proposal that sets standards for money laundering laws would require banks to identify the person who ultimately benefits from an account.  [View news story]
    I say let them store their money here and take it when they piss you off.

    Or give it to me, I'm ok with that.

    Done deal.
    Mar 22 03:35 PM | Likes Like |Link to Comment
  • Verizon Wireless (VZ) CEO Daniel Mead says he has no interest in buying Sprint (S) even though Verizon will lose its top U.S. position in a merger of AT&T (T) and T-Mobile (DTEGY.PK). So who might come calling? 24/7's Doug McIntyre speculates that a buyer, such as SK Telecom, could come from overseas. "There is a sucker born every minute even among the world’s largest companies."  [View news story]
    I hate that Sprint is talked so poorly about, a lot of the post AT&T+TMob drop in stock price was as bullish bets were sold off.

    I played this trade too.

    Sprint went $4.50 to $5+ on speculation a TMo-Sprint deal was in the works, then inched up a bit more, and collapsed to like $4.30 after ATT_Tmo tie up was announced. It actually looks like AT&T went to great lengths to outbid S from where I sit, and the drop in S stock was overdone.

    S is being run very well getting a lot of leads of noteworthy tech ahead of the competition, and if ATT-Tmo tie up is a done deal, those in Tmo for the prices will go to Sprint since Sprint will become the low cost national network of choice.

    I believe it's being very well run but hard to pull it back from precipice.
    Mar 22 03:33 PM | Likes Like |Link to Comment
  • Events in Libya make crystal clear why gold offers such attraction - it does not rely on a government for its value. Gaddafi is thought to have nearly $7B of the metal stashed in-country, enough to finance a war for several years. Selling or swapping the gold will prove difficult, but not impossible.  [View news story]
    It wasn't for lack of money that other dictators were deposed. Gold or otherwise.

    But it is interesting to consider that Iran is also thought to be diversifying away from dollar into Gold and the same consideration has been applied to China as well. So food for thought if nothing more.

    Maybe more an indication of the fall of the dollar than the rise of gold.
    Mar 22 03:28 PM | 1 Like Like |Link to Comment
  • The economy is "getting better month by month," Warren Buffett (BRK.A) says - a credit not only to government aid but to the "underlying resilience of capitalism," with Americans "thinking about how to do something better tomorrow than they’ve done today." He's in India after canceling a trip to Japan (where he's making derivative bets on a rebound amid a buying opportunity).  [View news story]
    At the end of the day the guy puts his money where his mouth is.

    But as someone I knew once said, any problem can be resolved if you throw enough money at it. And I'll reference the Goldman Sachs deal Buffett did cause I think it's funny.
    Mar 22 03:25 PM | 3 Likes Like |Link to Comment
  • The economy is "getting better month by month," Warren Buffett (BRK.A) says - a credit not only to government aid but to the "underlying resilience of capitalism," with Americans "thinking about how to do something better tomorrow than they’ve done today." He's in India after canceling a trip to Japan (where he's making derivative bets on a rebound amid a buying opportunity).  [View news story]
    Yeah and the scum are now telling us the failure in the system is that the middle class doesn't work hard enough, save enough, pay enough taxes, and dies too late and retires too early.

    Because you know, it doesn't make sense to tax a smidge of the upper crust an negligible amount but it does make sense to float the idea that the middle class is poor at saving, and dies too slowly and retires too early.
    Mar 22 03:22 PM | 4 Likes Like |Link to Comment
  • Wary of being bogged down in another war, President Obama plans to quickly hand leadership over Libyan military action to NATO. The AP reports France calling for a special steering committee to oversee the operation ... sounds like a recipe for success.  [View news story]
    Italy's has been crying about this already, they aren't letting refugees disembark, it's getting ugly...

    Even Ghaddafi made a statement claiming he was stopping the mass influx of Africa into Europe and without him the tides would swarm the south.
    Mar 22 03:07 PM | 1 Like Like |Link to Comment
  • With a mega-merger like AT&T (T)/T-Mobile (DTEGY.PK) getting started, "the capex cake will not grow long-term," says Swedbank as analysts predict crimped margins and fewer orders for equipment suppliers like Ericsson (ERIC), Nokia Siemens (NOK, SI) and Alcatel-Lucent (ALU). Margins are higher in the U.S. to begin with, and a behemoth mobile firm would have power to demand lower prices on infrastructure.  [View news story]
    AT&T/TMo will likely also push to make the new NFC stuff become carrier side instead of consumer side as well as pushing for more control over app stores and purchases made via mobile in general.

    This cannot be underestimated.

    Carriers don't want to be "utilities" they want to be in the retail side where the margins are good.
    Mar 22 03:03 PM | Likes Like |Link to Comment
  • With a mega-merger like AT&T (T)/T-Mobile (DTEGY.PK) getting started, "the capex cake will not grow long-term," says Swedbank as analysts predict crimped margins and fewer orders for equipment suppliers like Ericsson (ERIC), Nokia Siemens (NOK, SI) and Alcatel-Lucent (ALU). Margins are higher in the U.S. to begin with, and a behemoth mobile firm would have power to demand lower prices on infrastructure.  [View news story]
    AT&T's 3g (high speed data) and T-Mobile's are on different frequency bands. Even though traditional voice and 2G (A.K.A. EDGE) data is on the same frequency bands. This means that phones are mostly interoperable, but the 3G and AT&T's 4G LTE stuff are not interoperable.

    The result is, for the most part a AT&T or TMobile phone will work on the other network, but not if EDGE goes away.

    AT&T uses the more international bands for 3G and its phones will do 3g in most of the world - which is probably why Apple started out with AT&T.

    AT&T seems to want the bandwidth that TMobile uses for 3G to apply its 4G network on.

    What all this means is, no the iPhone's high speed data won't work on TMobile's network, and no, TMobile subscribers won't have to change phones until/unless AT&T shuts down TMobile's 3G, and by the time TMo subscribers -have- to upgrade devices AT&T will likely have upgraded to LTE anyway and it will make sense for them to do so anyway (2-5 years out?).
    Mar 22 03:01 PM | Likes Like |Link to Comment
  • Wary of being bogged down in another war, President Obama plans to quickly hand leadership over Libyan military action to NATO. The AP reports France calling for a special steering committee to oversee the operation ... sounds like a recipe for success.  [View news story]
    France is so desperate to stop the massive immigration from Africa coming in via tunisia/libya/morocco they will happily lead any force that allows them to have a hand in controlling the migratory masses.

    All of the southern European states are in the same quandary, being forced to deal with huge immigrant movements with no budget, money, or capability to do so, and they are often just used as a bridge to German/France where there are actually some jobs and great social welfare programs.

    I'll be surprised if Germany doesn't step up soon.
    Mar 22 02:51 PM | 3 Likes Like |Link to Comment
  • IHS Automotive estimates Japan automakers will lose about 65% of their vehicle output - roughly 338K cars - in the 1st two weeks following the earthquake. Lost production outside the country is minimal, but will rise "exponentially" as components for vehicles become less available.  [View news story]
    What happens if demand stays the same while supply falls...
    Mar 21 09:02 PM | Likes Like |Link to Comment
  • Hans-Jörg Rudloff of Barclays gives the European version of Charlie Munger's "suck it up" speech. The executive at the bank whose recent success, if not existence, is due to government largesse, says Europe can solve its debt issue only by halving social benefits and making everyone work longer hours and longer years.  [View news story]
    ya lets make the middle class work harder and longer and for less money so guys like Rudloff can rob them of even more wealth, makes sense.
    Mar 21 08:59 PM | 1 Like Like |Link to Comment
  • Three-quarters of Americans say rising gas prices are making them defer spending, and more than 62% say they won't be spending generously until next year or later, according to a new survey. More are saying they're headed for discounters and dollar stores. (earlier: Wal-Mart and gas)  [View news story]
    + real incomes are 2% below inflation adjusted levels from a decade ago
    Mar 21 01:56 PM | 2 Likes Like |Link to Comment
  • Western oil companies privately fear losing their operations in Libya as payback for air strikes should Gaddafi prevail. The head of Libya's NOC says firms that have repatriated staff due to the crisis should get back to work or risk losing future contracts to rivals from China, Brazil, and India.  [View news story]
    Libya's oil production is dead. Anyone thinking otherwise is confused. Everywhere revolutions are successful, the military cooperates to some extent with the rebellion. That's not happening in Libya. The only hope for the revolutionaries is foreign intervention.

    But the fact is, Gaddafi will burn the oil and cripple the country before he dies. And guess what, now that the US is blowing up the country, guess who is going to foot the bill to rebuild the country, just like Iraq...

    Those who forget the past are destined to repeat their mistakes.
    Mar 21 11:09 AM | 1 Like Like |Link to Comment
  • The WHO warns radiation levels in food in Japan is more serious than previously thought and not just confined to the 20-30km radius around the troubled nuclear plant. "The few measurements of radiation reported in food so far are much lower than around Chernobyl in 1986, but the full picture is still emerging."  [View news story]
    There's also radiation in every single product manufactured in Japan. There's your internet rumor, pass it around, let's start a crisis.
    Mar 21 11:05 AM | Likes Like |Link to Comment
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