Kris Tuttle's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/9020/comments http://seekingalpha.com/article/179774/comments?source=feed#comment-821338 821338 Fri, 25 Dec 2009 12:17:15 -0500 http://seekingalpha.com/article/178405/comments?source=feed#comment-810519 810519
We'll have to do some of our own work on this one. We published some research on A123 Systems which you can get over at our website.

Your work is much appreciated.]]> Thu, 17 Dec 2009 10:47:56 -0500
We'll have to do some of our own work on this one. We published some research on A123 Systems which you can get over at our website.

Your work is much appreciated.]]> http://seekingalpha.com/article/177287/comments?source=feed#comment-797677 797677
BTW you should also install microsoft security essentials (free) if you run windows and try the Web Of Trust browser plugin. I find it alerts you and keeps you off sketchy sites even if they look normal.]]> Wed, 09 Dec 2009 08:15:03 -0500
BTW you should also install microsoft security essentials (free) if you run windows and try the Web Of Trust browser plugin. I find it alerts you and keeps you off sketchy sites even if they look normal.]]> http://seekingalpha.com/article/172937/comments?source=feed#comment-757115 757115 Thu, 12 Nov 2009 10:53:53 -0500 http://seekingalpha.com/article/169035/comments?source=feed#comment-732404 732404 Tue, 27 Oct 2009 11:42:13 -0400 http://seekingalpha.com/article/167681/comments?source=feed#comment-723595 723595 Wed, 21 Oct 2009 11:29:26 -0400 http://seekingalpha.com/article/163204/comments?source=feed#comment-721612 721612
However if Microsoft can add SaaS features to their core software products to make them work better consumers and businesses will continue to buy them. Because the business has a very large scale it can generate extremely strong returns.

Microsoft management has been very very poor in the last few years and many of their acquisitions, development efforts, product plans and marketing tactics have been pathetic. However they may be flirting with a move up to mediocrity.

Our analysis of the company suggests the shares are worth $30. This makes the stock a bit interesting but won't be exciting unless they can figure out more ways to grow. Getting more products right will help but they have a long way to go.]]> Tue, 20 Oct 2009 03:01:52 -0400
However if Microsoft can add SaaS features to their core software products to make them work better consumers and businesses will continue to buy them. Because the business has a very large scale it can generate extremely strong returns.

Microsoft management has been very very poor in the last few years and many of their acquisitions, development efforts, product plans and marketing tactics have been pathetic. However they may be flirting with a move up to mediocrity.

Our analysis of the company suggests the shares are worth $30. This makes the stock a bit interesting but won't be exciting unless they can figure out more ways to grow. Getting more products right will help but they have a long way to go.]]> http://seekingalpha.com/article/167165/comments?source=feed#comment-720298 720298
If Verizon can execute well (a big question I know) they can create a pretty powerful "not the iPhone" choice for consumers, particularly Verizon FiOS customers.

Until recently Apple has had an "easy schedule" of games to play. Microsoft has been crippled by their own lousy execution and Vista, Google hasn't had a mobile offering, Nokia has been MIA on smart phones forever and RIM is great but too tied to business users to get in their way.

Now we have what looks like a decent platform with Android coupled with good phones from Motorola and others and a Microsoft that may have a decent product cycle in front of them.

Doesn't have to be a bad thing for Apple to have some decent competition. Maybe their products will get even better, even faster. Everyone should love a challenge.]]> Mon, 19 Oct 2009 09:06:46 -0400
If Verizon can execute well (a big question I know) they can create a pretty powerful "not the iPhone" choice for consumers, particularly Verizon FiOS customers.

Until recently Apple has had an "easy schedule" of games to play. Microsoft has been crippled by their own lousy execution and Vista, Google hasn't had a mobile offering, Nokia has been MIA on smart phones forever and RIM is great but too tied to business users to get in their way.

Now we have what looks like a decent platform with Android coupled with good phones from Motorola and others and a Microsoft that may have a decent product cycle in front of them.

Doesn't have to be a bad thing for Apple to have some decent competition. Maybe their products will get even better, even faster. Everyone should love a challenge.]]> http://seekingalpha.com/article/166491/comments?source=feed#comment-716544 716544
I bet netbooks helped the laptop makers get more serious about lowering price points. It's also made it easier to buy computers for kids or interns which often went without.

My guess is that this puts some pressure on the high-end laptop prices given what you can get for $1000 there. But I'm no PC analyst.]]> Thu, 15 Oct 2009 13:41:53 -0400
I bet netbooks helped the laptop makers get more serious about lowering price points. It's also made it easier to buy computers for kids or interns which often went without.

My guess is that this puts some pressure on the high-end laptop prices given what you can get for $1000 there. But I'm no PC analyst.]]> http://seekingalpha.com/article/165847/comments?source=feed#comment-716533 716533 Thu, 15 Oct 2009 13:32:42 -0400 http://seekingalpha.com/article/165473/comments?source=feed#comment-708386 708386 Thu, 08 Oct 2009 08:48:03 -0400 http://seekingalpha.com/article/164990/comments?source=feed#comment-705728 705728 Tue, 06 Oct 2009 15:57:46 -0400 http://seekingalpha.com/article/162332/comments?source=feed#comment-704664 704664
The biggest issue Palm faces now is lack of resources. Going against Apple, Research in Motion, Motorola/Google to name a few is just not going to generate high operating margins.

They don't need another $100M, they need $1B. The only way to do it is either with a service-provider partner like Verizon or a system vendor like HP or Dell.

Unfortunately that looks risky and potentially embarrassing so the odds don't seem very good. Palm has run up quite a bit so hard to buy here, plus there is a already a big short position so it's similarly hard to sell it or be short here.]]> Tue, 06 Oct 2009 05:06:12 -0400
The biggest issue Palm faces now is lack of resources. Going against Apple, Research in Motion, Motorola/Google to name a few is just not going to generate high operating margins.

They don't need another $100M, they need $1B. The only way to do it is either with a service-provider partner like Verizon or a system vendor like HP or Dell.

Unfortunately that looks risky and potentially embarrassing so the odds don't seem very good. Palm has run up quite a bit so hard to buy here, plus there is a already a big short position so it's similarly hard to sell it or be short here.]]> http://seekingalpha.com/article/164726/comments?source=feed#comment-703419 703419
Netbook form factor + laptop power = nice device, nice price.

Combines best of both worlds, you can see the popularity in the stores now. ]]> Mon, 05 Oct 2009 08:27:39 -0400
Netbook form factor + laptop power = nice device, nice price.

Combines best of both worlds, you can see the popularity in the stores now. ]]> http://seekingalpha.com/article/164408/comments?source=feed#comment-699881 699881 Fri, 02 Oct 2009 10:19:54 -0400 http://seekingalpha.com/article/161332/comments?source=feed#comment-675448 675448 Mon, 14 Sep 2009 08:21:38 -0400 http://seekingalpha.com/article/161112/comments?source=feed#comment-674195 674195 Sun, 13 Sep 2009 08:18:43 -0400 http://seekingalpha.com/article/161079/comments?source=feed#comment-673202 673202 Sat, 12 Sep 2009 08:10:25 -0400 http://seekingalpha.com/article/160847/comments?source=feed#comment-671768 671768
Google is the company with the most mojo now and if MOT can tap into that energy they can be effective against the other players. If you are a Google user the MOT phones may stack up better than RIMM for traditional productivity use. Nokia has their own clueless approach plus an alliance with Microsoft so.... nothing.

It still remains to be seen how effectively MOT senior management can get out of their own way this time around. This company seems to shoot itself every time things are looking up. Maybe this time they will do less damage.

[Disclosure: We are long a little MOT in our "research proving ground fund" over at R2.]]]> Fri, 11 Sep 2009 08:58:38 -0400
Google is the company with the most mojo now and if MOT can tap into that energy they can be effective against the other players. If you are a Google user the MOT phones may stack up better than RIMM for traditional productivity use. Nokia has their own clueless approach plus an alliance with Microsoft so.... nothing.

It still remains to be seen how effectively MOT senior management can get out of their own way this time around. This company seems to shoot itself every time things are looking up. Maybe this time they will do less damage.

[Disclosure: We are long a little MOT in our "research proving ground fund" over at R2.]]]> http://seekingalpha.com/article/160839/comments?source=feed#comment-671759 671759
As usual the market got ahead of itself on this one. However because PALM has a massive short position it may have a hard time going down. The shares are trading at a 3.2x TEV/Sales so it's hard for anyone to pay more then that to acquire the company at these levels. Interesting situation for the shares and the company at this point.]]> Fri, 11 Sep 2009 08:53:50 -0400
As usual the market got ahead of itself on this one. However because PALM has a massive short position it may have a hard time going down. The shares are trading at a 3.2x TEV/Sales so it's hard for anyone to pay more then that to acquire the company at these levels. Interesting situation for the shares and the company at this point.]]> http://seekingalpha.com/article/161042/comments?source=feed#comment-671746 671746
I know it's tainted by having been used in Star Trek but it seems to fit.

video, email, messaging, status updates, location, phone - all sounds right]]> Fri, 11 Sep 2009 08:47:04 -0400
I know it's tainted by having been used in Star Trek but it seems to fit.

video, email, messaging, status updates, location, phone - all sounds right]]> http://seekingalpha.com/article/157559/comments?source=feed#comment-643366 643366
See the related post on Apple and the NFL deal. I think it raises more interesting questions about Apple strategy vis a vis content.]]> Mon, 24 Aug 2009 11:23:11 -0400
See the related post on Apple and the NFL deal. I think it raises more interesting questions about Apple strategy vis a vis content.]]> http://seekingalpha.com/article/157553/comments?source=feed#comment-643352 643352
"Sports" are surely not a niche. Things like the NFL and World Cup are gigantic, compelling consumer content categories that people will make major changes for. Apple TV needs some of that from somewhere. There's not much there now. ]]> Mon, 24 Aug 2009 11:19:26 -0400
"Sports" are surely not a niche. Things like the NFL and World Cup are gigantic, compelling consumer content categories that people will make major changes for. Apple TV needs some of that from somewhere. There's not much there now. ]]> http://seekingalpha.com/article/156480/comments?source=feed#comment-634461 634461 Tue, 18 Aug 2009 08:35:25 -0400 http://seekingalpha.com/article/148964/comments?source=feed#comment-618035 618035
The situation has been going on for years so Soros will probably have to be aggressive to get this management to change their stripes (or change management.)]]> Thu, 06 Aug 2009 11:19:15 -0400
The situation has been going on for years so Soros will probably have to be aggressive to get this management to change their stripes (or change management.)]]> http://seekingalpha.com/article/153477/comments?source=feed#comment-614475 614475
My 2c is that the market seems to move almost despite what "professionals" have to say and you need to be prepared to go with it. It seems closer to chaos than some rational process. Focus on stocks instead and manage your risk.]]> Tue, 04 Aug 2009 10:13:07 -0400
My 2c is that the market seems to move almost despite what "professionals" have to say and you need to be prepared to go with it. It seems closer to chaos than some rational process. Focus on stocks instead and manage your risk.]]> http://seekingalpha.com/article/141257/comments?source=feed#comment-550455 550455
Beautiful country!]]> Wed, 17 Jun 2009 12:05:55 -0400
Beautiful country!]]> http://seekingalpha.com/article/143344/comments?source=feed#comment-548708 548708
Nobody knows which direction the market is going to move or if it will move 5%, 10%, 20% or 40%. So spending time thinking about it doesn't make sense. Doing your work and taking actions to adjust your risk profile overall and for each position will make you very very happy with your performance. ]]> Tue, 16 Jun 2009 11:14:42 -0400
Nobody knows which direction the market is going to move or if it will move 5%, 10%, 20% or 40%. So spending time thinking about it doesn't make sense. Doing your work and taking actions to adjust your risk profile overall and for each position will make you very very happy with your performance. ]]> http://seekingalpha.com/article/143048/comments?source=feed#comment-547341 547341 Mon, 15 Jun 2009 12:27:02 -0400 http://seekingalpha.com/article/142927/comments?source=feed#comment-547307 547307 Mon, 15 Jun 2009 12:09:05 -0400