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Gregory Block

Gregory Block
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  • Intel Is Likely To Report A Miss July 17, But Fear Not - It Should Not Matter [View article]
    You may want to refrain from the ad hominem attacks and stick to addressing the author's numbers. If you don't like his assertions, then please counter with your own. The author has provided us with straw man figures in order to encourage debate and discussion. His background is irrelevant.
    Jul 14 08:29 AM | 10 Likes Like |Link to Comment
  • Apple's Expanding Ecosystem Will Help These Stocks Triple [View article]
    To the commenters who tout their own 3-baggers, we await your article with your 2014 picks. If your record surpasses Mark's, we will be happy to give you credit. In the meantime, we can all enjoy and profit from Mark's guidance...
    Jan 5 08:02 PM | 7 Likes Like |Link to Comment
  • Is An Expensive Himax Technologies Still A Buy? [View article]
    I hate to be critical (although I'm going to be) but the article adds no new information or analysis, and relies on quotes from Mark Gomes, another Seeking Alpha contributor. I'd rather re-read Mark's analysis, which is far more informative and timely.
    Mar 11 09:46 PM | 6 Likes Like |Link to Comment
  • Will Nokia Phones Make A Comeback In 2015? [View article]
    In the next few years, "devices" will no longer mean things with a dial tone. Maybe NOK can make a splash in the IoT by manufacturing sensors, or developing loosely couples sensor networks. There will be many more of these devices in the universe than just the devices we attach to our ears...
    Sep 8 09:31 AM | 4 Likes Like |Link to Comment
  • Seagate Triples: Risk/Reward Charts Uncover Who's Next [View article]
    Mark, thanks for spotlighting these stocks - your "poised-to-triple" list brings these hard-to-find gems to our attention so we can weigh the investment potential according to our own risk/reward profiles.

    I know it sounds a bit needy, but it would be helpful to get your insight on the stock after it reaches the 3X threshold. Do you continue to hold the investment, or plow proceeds into another potential 3Xer?

    Needless to say, each investor is responsible for his own due diligence, but occasionally it helps to learn by example.

    Thanks again, and kudos on these great finds!
    Dec 29 12:59 PM | 3 Likes Like |Link to Comment
  • Google Ignores The PC While Lenovo Pushes Forward [View article]
    Alex, I always Enjoy your thought-provoking articles!

    I think Microsoft could consider giving away a consumer version of Windows 9, but continue to charge for an enterprise version. The enterprise version would be more hardened and better integrated with other Microsoft enterprise resources. That segmentation would still prove a revenue stream for the OS without inhibiting the growth of an ecosystem... What do you think?
    Feb 23 08:51 AM | 2 Likes Like |Link to Comment
  • Micron's Server Revolution [View article]
    When in doubt, try Wikipedia: http://bit.ly/19BmZJW
    Jan 1 12:30 PM | 2 Likes Like |Link to Comment
  • When The Pieces Add Up To Too Much: Micro Dreams And Macro Delusions [View article]
    I appreciate when an author lays out the methodology and the numbers behind the assumptions. That way, if we question the methodology or the numbers, we are free to substitute our own. The transparency is very useful. Thanks for a well thought-out article!
    Oct 15 09:15 AM | 2 Likes Like |Link to Comment
  • There Are Better Bets Than Zenyatta For Graphite [View article]
    Thanks for writing this article. Your original assertions, and the spirited debate you've engendered, illustrate there is much to learn about the formation, extraction and marketing of graphite. Keep up the discussion - we are all learning a lot from the clash of ideas!
    Jul 21 10:47 AM | 2 Likes Like |Link to Comment
  • Alibaba's Impact On The Value Of Yahoo [View article]
    Pamela, we'll all have a front seat together on the day of the first IPO. Let's grab some popcorn and see how the day plays out!
    Feb 24 10:54 AM | 1 Like Like |Link to Comment
  • Alibaba's Impact On The Value Of Yahoo [View article]
    Bhttsl, I know you didn't ask me, but I often wonder about the same thing myself. Apple is a hardware/software company with no media other than iTunes, which I think is more retail than content); Google has media (YouTube) but just divested itself of some hardware (Motorola). Facebook has media but no hardware. Microsoft has software, hardware (XBox, Surface, soon Nokia phones) but its media (MSN) doesn't attract a lot of eyeballs. Facebook has media, but no hardware. The Venn diagram is rather entangled.

    Apple might be a good suitor for Yahoo, although the size of the purchase might be out of the range of its usual purchases. Yahoo's iOS apps are very attractive, useful and addicting, and would be a good complement to Apple's own app offerings.

    Amazon is a great site for targeted visits (I.e. "as a consumer, I visit Amazon.com to purchase replacement toner") but I'm not attracted to its content sites, like Shelfari. A merger of Amazon's retail and Yahoo's content would create stickier properties.

    Obviously I'm fuzzy on the details, but I do see opportunities for "hookups" with Yahoo's properties.
    Feb 23 08:07 PM | 1 Like Like |Link to Comment
  • Report: Nokia eyes Juniper [View news story]
    As the saying goes, it's like kissing your sister...
    Feb 20 03:16 PM | 1 Like Like |Link to Comment
  • Ways Of Thinking About Google [View article]
    Interesting thought proposition. I think Google is scaling up its knowledge of the world to focus on "knowledge about me". Google Now is a way or data collecting more knowledge about me that Google can use to better serve my needs, but also use to stir into the cauldron of societal behaviors for more nuanced data mining. There is definitely a creepiness and privacy factor that cannot be ignored, but it seems like Google's goal is to index each user, just as they've indexed the web.
    Feb 20 07:32 AM | 1 Like Like |Link to Comment
  • An Analysis Of The Robo-Stox Global Robotics And Automation Index ETF [View article]
    Andre, thanks for bringing this ETF to our attention. As you can see from the remarks above, no good deed goes unpunished.
    Feb 16 12:09 PM | 1 Like Like |Link to Comment
  • Yahoo buys diary app developer Wander; price reportedly $10M+ [View news story]
    At first read I thought it was a dairy app.

    I wonder how efficacious it could be for Yahoo to buy a company for pocket change. It probably costs north of $10 million to give the new employees their on set of bathroom keys.

    I am hoping to see the cohesion in MM's plan with all these acquisitions. I assume she wants to give the user more of a reason to visit a Yahoo property, as well as to stay longer. Perhaps she's trying to build out an ecosystem without the benefit of having a handset to sell, or an app store. So far I've seen a handful of attractive sites and apps (like Yahoo Weather and Yahoo Finance) but I only make point visits to these apps - I don't linger. The more interstitial services that Yahoo provides means I will stay longer in the Yahoo apps (and be subject to more ads, of course). My fingers are crossed that this is the kind of ecosystem that MM is envisaging.
    Feb 11 07:36 PM | 1 Like Like |Link to Comment
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61 Comments
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