Ron Belt

eBay: Beyond the Skype Hype (EBAY)

My take as well that probably with hind sight everyone will say eBay didn't pay enough for Skype (obviously at the time of the acquisition I would argue that the risk/reward ratio would be a bit low)

Garmin's Success Attracts Competition -- Can the Company Continue to Grow? (GRMN, LPL, SNE)

Time will tell.. but I'm willing to put a bottle of champagne on the line and bet you that tomtom is larger (revenue wise) than Garmin in Q2 already ;-)

Garmin's Success Attracts Competition -- Can the Company Continue to Grow? (GRMN, LPL, SNE)

William, this is in my view a classical "inside the tornado" industry at present. I wish Sony and Philips a lot of luck in their efforts in catching up with the category leaders. With respect to growth, take a look at the simple exercise that I've done on keyword search:
beleggen.blogo.nl/blog...

Looks to me that this is going to be yet another great Q!

More Executive Departures at Shanda Interactive? (SNDA)

Does anybody have access to a good financial model on the company? I'm wondering where the growth will come from and what the best tracking indicators could be

Consumer Electronics Stocks To Acquire - And Avoid - In 2006 (AAPL, MOT, MC, LPL, GRMN, PIO, VZ)

TomTom is rapidly catching up and probably the biggest player in the market by the end of the year. Take a look at my models:

beleggen.blogo.nl/blog...