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  • The Rise And Fall Of The Purple Cow: A Story Of 4 Purple Companies [View article]
    Speaking of cows and computers, what about purple elephants that turned brown over time. I really like the way it's put here:

    "It's kind of sad to see Dell (NASDAQ: DELL) being taken private and like an elephant, leaving the pack of public hardware and software companies, to go die in the forest alone and away from its companions that would otherwise stand in a circle around it, mourning it, until it finally expires.

    This is what's happening to some of the old pillars of the Internet renaissance such as Dell, HP, Sun Microsystems, and some of the old mobile players too, like RIM and Nokia. They are simply becoming irrelevant to customers and partners. In other words they are becoming irrelevant to their own revenue streams. When this happens, sales have no choice but to decline while important numbers are being missed. Companies will face this slow painful decline in value if they do not put mobile first!"

    Dell and a Tale of Two Mobile Stock Baskets
    http://bit.ly/UXRn7v
    Feb 6 10:47 AM | Likes Like |Link to Comment
  • Dell Deal: A Sign Of The Future? [View article]
    Could be a sign of the future for others but I like the companies paying attention to mobile:

    Dell and a Tale of Two Mobile Stock Baskets
    http://bit.ly/12qdbNu
    Feb 6 08:59 AM | Likes Like |Link to Comment
  • Can Google Come Up With A New 'Killer App' To Drive A Higher Stock Price? [View article]
    GOOG will probably build rather than buy and acquire other mobile companies that are ahead of it in critical areas in search and advertising. Some of the possible companies could be in here:

    Dell and a Tale of Two Mobile Baskets
    http://bit.ly/12qdbNu
    Feb 5 11:56 AM | Likes Like |Link to Comment
  • Baidu Earnings Disappoint: Revenues Up, Margins Down [View article]
    BIDU still has a good fighting chance if they can focus on mobile apps as described here:

    Dell and a Tale of Two Mobile Baskets
    http://bit.ly/VQuthq
    Feb 5 11:53 AM | Likes Like |Link to Comment
  • Dead Company Walking: 5 Reasons BlackBerry 10 Marks The End [View article]
    I agree. BBRY is now also compared to DELL too:

    Dell and a Tale of Two Mobile Baskets
    http://bit.ly/12qdbNu
    Feb 5 11:51 AM | 1 Like Like |Link to Comment
  • Why Is Nokia Selling Off? [View article]
    NOK could be selling off for what is happening to DELL, irrelevancy. Great analogy in this article comparing DELL to an elephant going off to die. Same could be said for NOK as NOK has the MSFT life line too:

    Dell and a Tale of Two Mobile Baskets
    http://bit.ly/12qdyYe
    Feb 5 11:49 AM | 1 Like Like |Link to Comment
  • Microsoft's Generosity To Dell: The Motives [View article]
    I agree that it is a smart move. Good points in the article too. I like the analogy of DELL in the first paragraph of this article:

    http://bit.ly/12qdbNu
    Feb 5 11:45 AM | Likes Like |Link to Comment
  • Microsoft And 4 Other Undervalued Stocks [View article]
    Another interesting angle on MSFT picks:


    Microsoft Is Raising An Army
    http://seekingalpha.co...
    Jan 14 09:02 AM | Likes Like |Link to Comment
  • Insider Laugh Money: Altucher's Picks [View article]
    Nice article. Here are a few of mine: 5 Buyout Candidates In Mobile After Epocrates http://seekingalpha.co...
    Jan 13 06:44 PM | 2 Likes Like |Link to Comment
  • Is Apple Really A 'Buy'? [View article]
    Apple knows mobile will define its future. I'd consider 'buys' companies with huge upside in mobile like these: 5 Buyout Candidates In Mobile After Epocrates http://seekingalpha.co...
    Jan 13 03:30 PM | 1 Like Like |Link to Comment
  • Is Apple Really A 'Buy'? [View article]
    Nice write up. I also see MSFT and their partners as a formidable drag on AAPL stock:

    Microsoft Is Raising An Army
    http://seekingalpha.co...
    Jan 13 03:03 PM | 5 Likes Like |Link to Comment
  • Russian Giant Yandex Has Secretly Built A Killer Facebook Search Engine App Codenamed 'Wonder' [View article]
    :The New Battleground For Search And Discovery: Mobile Apps

    http://seekingalpha.co...
    Jan 11 04:02 PM | 1 Like Like |Link to Comment
  • Billionaire David Einhorn's 5 Most Promising Stock Picks [View article]
    How about 5 Buyout Candidates In Mobile After Epocrates
    http://bit.ly/UQNUpH
    Jan 11 09:52 AM | Likes Like |Link to Comment
  • Nokia: Up, Up And Away [View article]
    NOK is also a buyout candidate like these guys: 5 Buyout Candidates In Mobile After Epocrates http://seekingalpha.co...
    Jan 11 09:50 AM | Likes Like |Link to Comment
  • Nokia: Up, Up And Away [View article]
    NOK mentioned: Microsoft Is Raising An Army
    http://seekingalpha.co...
    Jan 11 09:49 AM | 1 Like Like |Link to Comment
COMMENTS STATS
164 Comments
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