bruce van nice

Apple's iPhone and the Future of Qualcomm

sorry but the first three comments are right on. she clearly has limited understanding of what she is talking about.

the best one is this:
If the iPhone becomes a grand success, then one of two things would happen:

# All the carriers would have to play ball with Apple and, if Apple so desires, they will all think about lining up behind GSM to tackle the global interoperability issue once and for all.

Come on. There is not an MNO on the planet that will spend the billions on ugrades and subjugate their network to a handset vendor. it works the other way around.

Plus the iphone will not even come close to the 10Million handsets spouted by jobs. A couple of months ago ATT said they had interest from a million consumers - and that was at the peak of the PR frenzy. Even if true, getting the additional 9 million is going to be extremely hard.

Google Earnings: EPS is Falling, Growth is Slowing

your analysis contrasts rather starkly with the rest of the world...


what's your favorite strategy for shorting google?

Cisco's Bloated Cost Structure

there is not really a lot of insight or facts in your analysis Sramana.

Cisco emerged from the early 2000 bubble carnage stonger than ever, and remains one of the most profitable large companies in history. they have methodically and successfully identified and penetrated new markets since the company was formed. what facts do you have that suggest their formula will not be successful in emerging markets?

re: the valley. these same predictions have been made before. there was an exodus after the bubble and yet the valley is booming now (just try commuting!). what is different this time?