Getting It Wrong: Analysts Contribute to the Current Downturn [View article]
It is fairly common to see analysts slammed with incompetence when the market downturn hits. Truth is, some of us are doing an honest job. Macro conditions deteriorate, and we adjust our assumptions. I have been doing just that over the past six months, and clients who listened greatly benefited. Don't forget that tech is, at least for the consumer side of it, purely discetionary consumer spending and, as such, will definitely be affected by the current macro environment. For those that depend on corporate spending, same applies. The situation may be somewhat different (but not necessarily better) for those that depend on the capex of telecoms operators. In any case, thinking that the relation between tech and oil prices / housing crash is tenuous is rather naïve. That said, some valuations in tech seem to me rather attractive after the current correction, and certainly more long-term buys abound in techland than among over-hyped commodity plays (and yes, solar is one of them, sorry stockaccumulator, I have met many of your peers roughly eight years ago in tech!)
Will the iPhone Suffer From Apple's First-Generation Problems? [View article]
to dewerling: no need to worry about Apple discontinuing iPhone's battery.
It is not removable and if it dies or becomes unbearably inefficient (which it inevitably will), so does your toy - another daring and outstanding 1st in the mobile phone industry!
Sort by:
Latest | Highest ratedGetting It Wrong: Analysts Contribute to the Current Downturn [View article]
Truth is, some of us are doing an honest job. Macro conditions deteriorate, and we adjust our assumptions. I have been doing just that over the past six months, and clients who listened greatly benefited.
Don't forget that tech is, at least for the consumer side of it, purely discetionary consumer spending and, as such, will definitely be affected by the current macro environment. For those that depend on corporate spending, same applies. The situation may be somewhat different (but not necessarily better) for those that depend on the capex of telecoms operators. In any case, thinking that the relation between tech and oil prices / housing crash is tenuous is rather naïve.
That said, some valuations in tech seem to me rather attractive after the current correction, and certainly more long-term buys abound in techland than among over-hyped commodity plays (and yes, solar is one of them, sorry stockaccumulator, I have met many of your peers roughly eight years ago in tech!)
Will the iPhone Suffer From Apple's First-Generation Problems? [View article]
It is not removable and if it dies or becomes unbearably inefficient (which it inevitably will), so does your toy - another daring and outstanding 1st in the mobile phone industry!
Now that's what I call obscene...