Bruce Krulwich's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/603782/comments http://seekingalpha.com/article/1355281/comments?source=feed#comment-19022431 19022431 http://bit.ly/10IoLlm
This is the same point, said differently, that I wrote above, and if this is Google's focus, it is likely Apple's as well. ]]> Mon, 20 May 2013 08:55:36 -0400 http://bit.ly/10IoLlm
This is the same point, said differently, that I wrote above, and if this is Google's focus, it is likely Apple's as well. ]]> http://seekingalpha.com/article/1439881/comments?source=feed#comment-18993111 18993111 Sun, 19 May 2013 07:40:41 -0400 http://seekingalpha.com/article/1439881/comments?source=feed#comment-18992891 18992891 Sun, 19 May 2013 07:27:42 -0400 http://seekingalpha.com/article/1355281/comments?source=feed#comment-17967161 17967161 Tue, 23 Apr 2013 04:15:33 -0400 http://seekingalpha.com/article/1355281/comments?source=feed#comment-17933461 17933461 http://bit.ly/Srlgav It's clear from this statement that Apple considers their Maps app to need more work, and is investing seriously in improving it. Many articles related to the WiFiSLAM acquisition in this context, and I'm responding to that assessment.]]> Mon, 22 Apr 2013 11:26:15 -0400 http://bit.ly/Srlgav It's clear from this statement that Apple considers their Maps app to need more work, and is investing seriously in improving it. Many articles related to the WiFiSLAM acquisition in this context, and I'm responding to that assessment.]]> http://seekingalpha.com/article/1320101/comments?source=feed#comment-17925611 17925611 http://seekingalpha.co... ]]> Mon, 22 Apr 2013 08:17:46 -0400 http://seekingalpha.co... ]]> http://seekingalpha.com/article/1320101/comments?source=feed#comment-17255841 17255841 Fri, 05 Apr 2013 07:34:02 -0400 http://seekingalpha.com/article/1320101/comments?source=feed#comment-17255751 17255751
But after it comes out, we see adoption of the technology for purposes and application that noone expected. GPS in cellphones, with Internet connectivity, enables Waze-like traffic analysis, drive-to-my-friend capabilities, and more. GPS in cameraphones enables geortagging of pictures, which in turn enables geotagging of picture sharing. And more.

What will come from indoor location? Who knows. Maybe reminders when you walk by a store where you need to buy something. Maybe alerts to friends near you in the mall. Maybe automatic FourSquare check-ins. Definitely promotions based on where you walk. Definitely geotagging pictures indoors as well as outdoors. Shopping lists that tell you how to optimally buy what you need to buy. E911 coverage indoors.

Whatever comes of indoor location, there's every reason to think it'll be as impactful as GPS was in smartphones.]]> Fri, 05 Apr 2013 07:29:01 -0400
But after it comes out, we see adoption of the technology for purposes and application that noone expected. GPS in cellphones, with Internet connectivity, enables Waze-like traffic analysis, drive-to-my-friend capabilities, and more. GPS in cameraphones enables geortagging of pictures, which in turn enables geotagging of picture sharing. And more.

What will come from indoor location? Who knows. Maybe reminders when you walk by a store where you need to buy something. Maybe alerts to friends near you in the mall. Maybe automatic FourSquare check-ins. Definitely promotions based on where you walk. Definitely geotagging pictures indoors as well as outdoors. Shopping lists that tell you how to optimally buy what you need to buy. E911 coverage indoors.

Whatever comes of indoor location, there's every reason to think it'll be as impactful as GPS was in smartphones.]]> http://seekingalpha.com/article/1320101/comments?source=feed#comment-17205811 17205811 Thu, 04 Apr 2013 08:52:29 -0400 http://seekingalpha.com/article/1041031/comments?source=feed#comment-12221881 12221881 Tue, 04 Dec 2012 04:22:26 -0500 http://seekingalpha.com/article/820881/comments?source=feed#comment-8842201 8842201 http://bit.ly/U7joHy ]]> Tue, 28 Aug 2012 01:45:09 -0400 http://bit.ly/U7joHy ]]> http://seekingalpha.com/article/820881/comments?source=feed#comment-8842111 8842111
An updated version of the indoor location research report mentioned above, covering research by all the major mobile companies and also start-ups, is available here: http://bit.ly/U7joHy

And a video showing Nokia's latest indoor location technology, in research form, is here:http://bit.ly/U7joHB]]> Tue, 28 Aug 2012 01:36:04 -0400
An updated version of the indoor location research report mentioned above, covering research by all the major mobile companies and also start-ups, is available here: http://bit.ly/U7joHy

And a video showing Nokia's latest indoor location technology, in research form, is here:http://bit.ly/U7joHB]]> http://seekingalpha.com/article/679891/comments?source=feed#comment-6737041 6737041 http://goo.gl/RdntZ including selling music and movies when people read friends comments on them http://seekingalpha.co...

People used to be worried about Google for many of the same reasons.....]]> Sun, 24 Jun 2012 07:15:56 -0400 http://goo.gl/RdntZ including selling music and movies when people read friends comments on them http://seekingalpha.co...

People used to be worried about Google for many of the same reasons.....]]> http://seekingalpha.com/article/618961/comments?source=feed#comment-5928221 5928221
The IPO-day investors who stick with the stock may profit then. In that case they'll have profited not from pre-IPO success (which they weren't part of) but from post-IPO investing and sticking with it. At that time it wil be profit that they'll deserve, as pay-off for their investment starting IPO-day.]]> Wed, 30 May 2012 08:48:01 -0400
The IPO-day investors who stick with the stock may profit then. In that case they'll have profited not from pre-IPO success (which they weren't part of) but from post-IPO investing and sticking with it. At that time it wil be profit that they'll deserve, as pay-off for their investment starting IPO-day.]]> http://seekingalpha.com/article/618961/comments?source=feed#comment-5928031 5928031
How many readers have sold Apple stock because of an expected short-term down-tick, only to find themselves 2 months later wishing they'd held on? Even when down-ticks happen, solid stocks come back. Will Facebook be one of these? We'll need to wait and see. But a week or two's activity isn't enough to say.]]> Wed, 30 May 2012 08:44:07 -0400
How many readers have sold Apple stock because of an expected short-term down-tick, only to find themselves 2 months later wishing they'd held on? Even when down-ticks happen, solid stocks come back. Will Facebook be one of these? We'll need to wait and see. But a week or two's activity isn't enough to say.]]> http://seekingalpha.com/article/618961/comments?source=feed#comment-5870231 5870231
But I believe that there's no basis for saying that Facebook shafted its investors, precisely because noone ever has the right to assume that the stock market will give them a guarenteed profit in a few days. It just doesn't work that way. The "people who wanted to buy in early and then sell for a quick profit" have all right to be optimistic, but there's no such thing as free money.

Profits come from one of two things - hard work or gambles that pay off.

I suspect, as do many, that this gamble will pay off within 6-12 months. Amazon and Google are interesting comparisons.

Now excuse me while I go complain about being "shafted" by the state lottery board......]]> Mon, 28 May 2012 10:18:35 -0400
But I believe that there's no basis for saying that Facebook shafted its investors, precisely because noone ever has the right to assume that the stock market will give them a guarenteed profit in a few days. It just doesn't work that way. The "people who wanted to buy in early and then sell for a quick profit" have all right to be optimistic, but there's no such thing as free money.

Profits come from one of two things - hard work or gambles that pay off.

I suspect, as do many, that this gamble will pay off within 6-12 months. Amazon and Google are interesting comparisons.

Now excuse me while I go complain about being "shafted" by the state lottery board......]]> http://seekingalpha.com/article/618961/comments?source=feed#comment-5870041 5870041
But what about Amazon? High P/E, IPO before they knew how to extract profit from their customers (remember, they were selling at a loss to grow their customer base). Their stock dropped for months after their IPO, but had multiplied by the end of the first year.

Examples do exist, before Facebook, of companies that are priced based on the world's belief that they're sitting on a huge potential. Obviously the clock is ticking for Facebook, but it's not right to think that Facebook's IPO is inherently unprecedented. Amazon seems to have done well since both in stock terms and in business terms.]]> Mon, 28 May 2012 10:09:46 -0400
But what about Amazon? High P/E, IPO before they knew how to extract profit from their customers (remember, they were selling at a loss to grow their customer base). Their stock dropped for months after their IPO, but had multiplied by the end of the first year.

Examples do exist, before Facebook, of companies that are priced based on the world's belief that they're sitting on a huge potential. Obviously the clock is ticking for Facebook, but it's not right to think that Facebook's IPO is inherently unprecedented. Amazon seems to have done well since both in stock terms and in business terms.]]> http://seekingalpha.com/article/618961/comments?source=feed#comment-5866751 5866751
To those who asked if I support fraud or lack of disclosure, no, I certainly don't. But I do think that anyone with eyes and a brain had plenty of indications from analysts before the IPO that the IPO may be overpriced. Hindsight is 20/20, and I don't believe that many people would have made different decisions if a few more drops in the bucket of analysis had raised questions. It's easy to say you would now, but amid all the ferver I think most would have made the same decisions they made (which were already ignoring a lot of question marks).

To those who think that the current price of 32 shows that the IPO was mis-managed, baloney. Market forces are never clear in advance. If the price had gone up to 44 it would have indicated exactly the same difference between market price and IPO price, but noone would have complained. Anyone buying shares was making a bet on what market forces would say.

To those who think that the IPO hurt the company or its employees, think again. This IPO maximized how long the company can operate until it's in the black, and maximized the M&A and other deals it can make in the meantime to reach its potential faster. Employees will be fine since their option strike prices are presumably low, and their jobs are even more secure.]]> Mon, 28 May 2012 06:08:26 -0400
To those who asked if I support fraud or lack of disclosure, no, I certainly don't. But I do think that anyone with eyes and a brain had plenty of indications from analysts before the IPO that the IPO may be overpriced. Hindsight is 20/20, and I don't believe that many people would have made different decisions if a few more drops in the bucket of analysis had raised questions. It's easy to say you would now, but amid all the ferver I think most would have made the same decisions they made (which were already ignoring a lot of question marks).

To those who think that the current price of 32 shows that the IPO was mis-managed, baloney. Market forces are never clear in advance. If the price had gone up to 44 it would have indicated exactly the same difference between market price and IPO price, but noone would have complained. Anyone buying shares was making a bet on what market forces would say.

To those who think that the IPO hurt the company or its employees, think again. This IPO maximized how long the company can operate until it's in the black, and maximized the M&A and other deals it can make in the meantime to reach its potential faster. Employees will be fine since their option strike prices are presumably low, and their jobs are even more secure.]]> http://seekingalpha.com/article/205327/comments?source=feed#comment-1027727 1027727
The fact is, even if the move to mobile doesn't happen, it's clear that Google can't hold search supremacy forever. Look at InfoSeek and Lycos etc. Strengthening ads independent of search is their only hope long term on PC as well as mobile.

As for revenue breakdown, look at the trend, their "off-site advertising income" as they call it is increasing every quarter.]]> Tue, 18 May 2010 03:57:43 -0400
The fact is, even if the move to mobile doesn't happen, it's clear that Google can't hold search supremacy forever. Look at InfoSeek and Lycos etc. Strengthening ads independent of search is their only hope long term on PC as well as mobile.

As for revenue breakdown, look at the trend, their "off-site advertising income" as they call it is increasing every quarter.]]> http://seekingalpha.com/article/205327/comments?source=feed#comment-1026200 1026200 Mon, 17 May 2010 03:42:45 -0400