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bohlmann

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  • Are Google's Golden Days Over As The World Goes Mobile? [View article]
    Are Google's Golden Days Over As The World Goes Mobile? No. They have and will continue to change.
    May 21, 2015. 01:14 PM | 4 Likes Like |Link to Comment
  • Apple's Stock Price Correlates Well With A Key Metric [View article]
    If I recall the original Google statements on self-driving vehicles their position was that automobile companies were approaching this space too slowly and that if they could not get a vehicle company that was willing to partner with them at that much faster pace they would even consider developing such a prototype themselves. Apparently they decided to partner with Lexis for that phase of development. Beyond this exploration phase I cannot recall any statement from Google on vehicle development. Perhaps this effort is part of the more general "internet of things" initiatives and the continued adaptation of Android as the go to OS for such development.
    May 19, 2015. 05:38 PM | Likes Like |Link to Comment
  • Apple's Stock Price Correlates Well With A Key Metric [View article]
    If there is anything about Apple that bothers me it is how widely it is held both by individuals and institutions. Some folks argue that this creates a unique trading pattern for Apple full of all the mistakes and games of both environments. So this article's contribution among others is that the simplest of stock relationships, long term stock performance is closely correlated to EPS... helps take AAPL ownership out of the Apple vs Google or other love/hate belief based ownership paradigms and back to investing 101. It is also important that the correlation you found was not the quarterly sales numbers of any one device or even device type.
    May 18, 2015. 02:54 PM | 1 Like Like |Link to Comment
  • Apple's Stock Price Correlates Well With A Key Metric [View article]
    Google has been using Lexus SUVs for its million plus miles of carefully restricted testing ... they say ALL of it at under 25 mph.
    May 18, 2015. 02:40 PM | Likes Like |Link to Comment
  • Apple's Stock Price Correlates Well With A Key Metric [View article]
    Actually you could just have stopped with ... "Moxi has to be the stupidest investor".
    May 18, 2015. 02:35 PM | 1 Like Like |Link to Comment
  • Apple's Stock Price Correlates Well With A Key Metric [View article]
    Really excellent article. Confirmation that what we think is real with data is VERY important. It separates what we believe from what we know. Keep up the good work!
    May 16, 2015. 02:51 PM | 6 Likes Like |Link to Comment
  • Chinese smartphone sales fall in Q1; Apple's share jumps to 14.7% [View news story]
    Folks need to read the recent analysis of China Mobile. Basically until recently it has been required in its 3G network protocols that are biased toward Chinese branded products. However, China Mobile does not have a comparable restriction for its 4G network and selected an Apple friendly network topology. China Mobile as the largest carrier has a literally huge number of 3G conversions that will cycle through Apple/China Mobile sales numbers for several years both as they gradually install 4G and as the cache' of western phones permeates the Chinese emerging middle class.

    So yes overall world numbers may be down, but China is quite literally its own world when it comes to mobile telecom; and that world by many estimates is not only continuing to grow in 4G conversions from 3G customers it is growing absolutely and regionally as the government's push to populate and employ millions in its relatively new mega cities throughout China takes over as one of its primary domestic economic strategies.

    This was the thesis of the several relatively recent "China may save Apple" articles and analyst reports.
    May 15, 2015. 04:29 PM | 1 Like Like |Link to Comment
  • Google: Put That Cash To Use [View article]
    Take the money and run...
    May 14, 2015. 04:14 PM | 1 Like Like |Link to Comment
  • Google: Put That Cash To Use [View article]
    Olsen's reply when asked about "competing with IBM" was " I define IBM as our computing environment not the competition." I know, I was there and not as a kid.

    My comment is exactly about that long ago time, prior to your personal knowledge when IBM was all the things I said my comment was about. By the by just because you do not agree does not diminish the value of my analogy. Folks go to school to learn. Folks learn by working in an industry. Folks learn by reading and researching.

    So "Search is to Google as mainframes were to IBM" ... because (Search is Google's) single dominant profit source (Like mainframes were IBM's), (Growing search is Google's) profit strategy(Like growing mainframe sales was IBM's),(Search is Google's) product and market dominance (Like mainframes were IBM's), (Google now has search funded) leadership in unprofitable innovative R&D (Like IBM's mainframe sales once funded its leadership in R&D), and (Google build interest in itself outside of search at its) exciting conferences (Like IBM used them to drive its perception of excellence outside of its mainframe product market).
    May 14, 2015. 04:14 PM | 1 Like Like |Link to Comment
  • Google: Put That Cash To Use [View article]
    Who said anything about "status-quo"? ... not me.

    Among other things, you are not well enough informed about the business history of IBM to understand the analogy.

    Hint it has nothing to do with "status-quo" and everything to do with single dominant profit source, profit strategy, product and market dominance, leadership in unprofitable innovative R&D, and exciting conferences.

    May 14, 2015. 11:47 AM | Likes Like |Link to Comment
  • Google: Put That Cash To Use [View article]
    This article makes too much sense.
    There is no love on Wall Street for Google because there is little or no management at Google and less acceptance at Google of generally accepted business practices. Any time you want other folk's money to play with and expect others to honor your cult of self crowned genius... you have a tough sell on your hands. Buying companies with in-tact business purposes and organizations that are managed to deliver results is the only long term hope for Google.
    Search is to Google as mainframes were to IBM.
    May 13, 2015. 12:22 AM | 1 Like Like |Link to Comment
  • Teva proposes to acquire Mylan for $82/share in cash and stock [View news story]
    You are right. At least not at $82.50 (and not at only 1/2 cash). At best that is about 11.5% more than the market's most optimistic price for Mylan after it announced its offer for Perrigo. Folks generally do not regard half cash and half stock as the equal of an all cash transaction. Many MYL stockholders will likely see Teva's offer as a tiny premium for what Teva describes as a VERY advantageous merger for Teva owners (30% in 3 years). Sounds like Teva is trying to come along for the ride as Perrigo and Mylan may well do that in 2 years. Teva adds a year for the drag of cost cutting and their well documented style.
    Apr 21, 2015. 03:09 PM | Likes Like |Link to Comment
  • Teva Proposes to Acquire Mylan for $82.00 Per Share in Cash and Stock [View article]
    ... and only about 11.5% more than the market's most optimistic price for Mylan after it announced its offer for Perrigo. Most folks do not regard half cash and half stock as the equal of an all cash transaction. Many MYL stockholders may see this as a small premium for what Teva describes as such a very advantageous merger for Teva owners (30% in 3 years).
    Apr 21, 2015. 12:54 PM | Likes Like |Link to Comment
  • Google's Regulatory Issues: Anticipate A Worst Case Scenario [View article]
    Good point! ... know the rules of the game you are playing and football certainly isn't "futbol".
    Apr 21, 2015. 12:13 AM | Likes Like |Link to Comment
  • Google's Regulatory Issues: Anticipate A Worst Case Scenario [View article]
    Presumably you are complaining about your own lack of seriousness in suggesting a public flogging.
    My comment is a serious use of analogy. I trust that it is well within the limits of this forum's required seriousness if not freedom of speech.
    After all this article's author did a splendid job of covering this topic with his thorough and well documented analysis. It would be hard to be more serious or detailed that the original article itself, e.g. : 
    "Council Regulation Chapter 4, article 23, subsection 2: Where, either intentionally or negligently: The Commission may by decision impose fines on undertakings and associations of undertakings [A] they infringe Article 81 or Article 82 of the Treaty; or [B] they contravene a decision ordering interim measures under Article 8; or 
[C] they fail to comply with a commitment made binding by a decision pursuant to Article 9."
    Apr 20, 2015. 08:12 PM | Likes Like |Link to Comment
COMMENTS STATS
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