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  • NBC's Jay Leno Solution: Digital Anywhere Instead of Appointment TV [View article]
    If anyone should move digital/VOD, it's Conan. I work early, but stayed up late last light to catch Conan's monologue. Brilliant stuff. In the social media arena, NBC is getting two black eyes. Twitter, Facebook, and other sites accurately reflect the groundswell of support for "CoCo".

    Conan's generation is the one that will latch on to digital deliver/VOD. Jay is just not must see. His monologue, writing, whatever...suffered in the move.

    Zucker is extraordinarily impatient, and hopefully will move on to where his "genius" can destroy yet another Primetime lineup.
    Jan 15, 2010. 01:32 PM | Likes Like |Link to Comment
  • Municipal Bonds: After 7 Fat Years, Are 7 Lean Years on the Way? [View article]
    Last I checked, Texas subsidized its budget with revenues from oil, much like Alaska. The position it holds is backed up by natural assets. Most other states don't have that "ace-in-the-hole".
    Jan 12, 2010. 04:00 PM | 2 Likes Like |Link to Comment
  • Would AT&T or Comcast Have Created Google? [View article]
    You have to think about the state of the Internet, at the time of Google's advent: Very little in the way of broadband penetration (outside of T1 biz, and University networks).

    Bandwidth was expensive, and AOL was still setting up dial-up access en-masse. They were making bank on POTS, and selling higher bandwidth on trunk lines.

    If you have a monopoly on a profitable pipeline, why in the world would you risk money on what is moving through it. Google didn't know how it would make money in the beginning. In fact, it stole its original ideas from Overture and DoubleClick, which it later bought.

    Nobody envisioned what the web would do in 2003, much less the behemoth that GOOG would become. You can't give ComCast and ATT guff over a lack of psychic powers.
    Jan 12, 2010. 03:55 PM | 1 Like Like |Link to Comment
  • Same Strategy, Different Players: Static Investing in 2010 [View article]
    As a company that specializes in tires like the ones Titan sells, I don't understand the love affair that some investors have with this company.

    TWI's debt is indeed low, but so is the replacement market demand for their products. Their bid for Goodyear's European assets is a puzzler, because Morry Taylor hates labor unions.

    Good luck with the French manufacturing sector, with folks that commit suicide over downgraded responsibilities at the national Telco. Titan's strategy will fail, as they are unable to think outside of the "Rah-rah U-S-A" box.

    Just because they understand Ag, doesn't mean they understand how to manage a workforce with radically different values. This is a disaster waiting to happen, unless they plan on moving manufacturing elsewhere.
    Jan 12, 2010. 03:20 PM | Likes Like |Link to Comment
  • Jim Chanos Is Wrong: There Is No China Bubble [View article]
    China is being wise, and spending some of the USD while it still has some value. They are putting money into assets and infrastructure, while they still can.

    Chinese logic doesn't make much sense on the surface, but if you look at behind-the-scenes machinations, their decision making processes look quite sound.
    Jan 12, 2010. 02:55 PM | 1 Like Like |Link to Comment
  • James Cameron Is News Corp's Billion Dollar Man [View article]
    Part of the reason the box office for this movie went so high is because of the Imax theaters. Around here, and Imax Ticket is 40-50% higher, regardless of Matinee, or Prime Time showing.

    While Avatar is a success, it would probably only be ~800M or so( not that this is any small feat.), without Imax sales. More 3d films will boost lagging box-office receipts in the future.
    Jan 5, 2010. 12:52 PM | 1 Like Like |Link to Comment
  • Google Alert: Twitter's Shot Across the Search Bow [View article]
    The other question is if those are unique searches...or if he is referring to automated API calls by the likes of TweetDeck. If I have 5 active search columns scheduled to check in every 2 mins or so, that could be counted as 150 searches.

    I highly doubt they get that many manual searches via . I love Twitter more each day, but I have to put on my skeptic's hat when people start claiming more searches than Google.
    Jan 4, 2010. 04:37 PM | Likes Like |Link to Comment
  • Copper: The New Precious Metal? [View article]
    I wrote a post about this awhile back. This may provide a little more context:
    Jan 4, 2010. 04:24 PM | Likes Like |Link to Comment
  • New Christian ETFs: A Different Kind of Value Investing [View article]
    While I appreciate the idea behind all of this, it's overly simplistic, and naive at best. In order for this to fully work, then the companies listed in the ETF would have to buy ONLY from other companies who shared like values. Otherwise, Christians are still inadvertently supporting companies who the fund shunned.

    I get the concept, it's just that the execution of such a concept is poorly conceived, at best.
    Dec 14, 2009. 04:46 PM | 1 Like Like |Link to Comment
  • The Google Phone, Unlocked (Confirmed and More Details) [View article]
    The problem that nobody seems to be mentioning here is privacy. Think about it. You've got GPS, combined with tons of data Google already has on you. Location sensitive advertising.

    Not to sound paranoid(and I'm sure I do) but do I really want Google to have access to what is essentially all of my data? All my friends, all my locations, where I went next? My entire behavioral profile, instead of just my online activity.

    Somebody is going to get bit on this one.
    Dec 14, 2009. 04:13 PM | Likes Like |Link to Comment
  • Retail Stocks Not Forecasting Joyous Holiday Season [View article]
    The big question is, will another poor retail season result in retail outlet closures? I think the answer is yes. Will that contribute to the growing, commercial real-estate crisis? Again, yes.

    2010 is not looking particularly bright, despite the Wellbutrin-induced optimistic forecasts.
    Dec 14, 2009. 03:53 PM | Likes Like |Link to Comment
  • Why Social Beats Search [View article]
    While page view time may correlate highly with quality, it is not absolute. The answer may be a short one, or partially displayed in the search results.

    While it will make up a portion of search quality, they are a much smaller metric than other factors. Links, on page text, titles, and 100's of other factors will outweigh the time on page, as they are more definitive with regard to quality.
    Dec 14, 2009. 03:50 PM | Likes Like |Link to Comment
  • Is Google Turning the Web into Spam? [View article]
    Google's search is all about revenue now.

    Instead of moving towards more quality, they are focused on other revenue streams instead--- real time search, or Twitter search, or anything else that adds no value to search at all.

    I've moved 40% to Bing during work(I work in the web industry), and am moving towards 100% during personal time.
    Dec 14, 2009. 03:38 PM | Likes Like |Link to Comment
  • Dr. Pepper Snapple Group: Wonderful Business, Compelling Stock Price [View article]
    I love this stock(even though I am staying out of stocks for the time being), just for the brand itself. Dr. Pepper has a huge foothold in the Southern/Southwestern states. I know plenty of people with a Dr. Pepper addiction.

    Their diet drinks have the most authentic flavor to the original, and Snapple will always be a winner. With Pepsi and Coke fighting for the top spot, Dr. Pepper has a huge opportunity to gain market share.
    Dec 10, 2009. 11:39 AM | 1 Like Like |Link to Comment
  • Gold Starts Its Technical Correction While Dollar Rallies [View article]
    One theory I hear thrown about, is the inability to refi short-term loans on commercial real estate. Generally, they put the revelation of these issues in the March-June time frame.

    As far as the peak of the gold boom, I doubt this is the area where things top out. The ripple of Greece/Dubai is just a harbinger of Sovereign debt downgrades yet to come.

    This excludes volatility outside the financial markets. A terrorist act anywhere in the Western world would quickly bring down the whole system.

    If you're in fiat, you're playing a massive game of Jenga.

    On Dec 08 07:01 AM Matthew Stone wrote:

    > Good, well written article but what makes you think march to may
    > 2010 is going to be the peak?
    Dec 8, 2009. 01:52 PM | Likes Like |Link to Comment