Lisa

293 Comments

    • Meet Chrome - Google's Windows Killer [view article]
      Yup, Chrome is a threat to Windows. But what many people are missing is that it's also a threat to Apple's OS -- if Chrome becomes the operating system of choice, why pay up for a Mac instead of buying the best value hardware that will run Chrome? Sep 04 02:23 AM
    • Meet Chrome - Google's Windows Killer [view article]
      My Take -- your comment makes a lot of sense if you think that Vista and IE are good products.

      'Nuff said. :-)       Sep 02 06:22 AM
    • Will Google Be Forced to Re-Ignite the Browser Wars? [view article]
      Great call -- just 4 years early :-) Sep 02 06:13 AM
    • Google's Browser [view article]
      This was really prescient -- just 4 years too early.
      :-)       Sep 02 06:09 AM
    • Top Nine Stocks Going Ex-Dividend Mid-September [view article]
      Isn't there different tax treatment of the dividends, depending on how long you've owned the stock for? Sep 01 11:23 AM
    • Steve Jobs: Not Dead Yet [view article]
      One other point: what's so amazing about the AAPL cheerleaders is they didn't even read this article carefully enough to understand that Kedrosky was criticising Bloomberg, not only for publication of the obit (that led the stock to fall without cause) but for the ethics of the journalism. Aug 28 07:13 PM
    • Steve Jobs: Not Dead Yet [view article]
      An earlier commenter wrote: "At what point does a "lapse" like this constitute something akin to a business version of shouting "fire" in a crowded theatre?"

      Rumors about banks going under are crying "fire" in a crowded theater, because they cause a run on the bank which puts the bank out of business. Rumors (which this article wasn't in any case) about a company like Apple aren't, because the rumor doesn't damage its business.

      If all the AAPL cheerleaders love the company and the stock (they often can't distinguish the two) as a long term investment, what do they care if it falls due to a false rumor? Surely it's a buying opportunity?

      There seem to be a lot of nerves from these bulls...       Aug 28 07:11 PM
    • Investing and Demographics [view article]
      Can you elaborate on this please: "I don’t see the emerging markets getting rich enough, fast enough, to do the wealth exchange necessary for the developed world on favorable terms for the developed world."? Aug 27 04:59 PM
    • Marketers Reducing Ad Budgets in Difficult Economic Times [view article]
      I wonder what "alter mix of marketing channels to lower cost" means in practice for Internet advertising. Aug 27 11:22 AM
    • Hedge Fund Manager's Notebook: Time to Buy Chinese Stocks, & Lehman's True Value [view article]
      On the topic of LEH, this account of the Bear Stearns collapse is really interesting:

      www.vanityfair.com/pol...
       Aug 26 03:12 PM
    • Hedge Fund Manager's Notebook: Time to Buy Chinese Stocks, & Lehman's True Value [view article]
      Couldn't you argue the opposite on the Olympics: the Olympic hype benefited the China market, so now it's over the stocks will fall further? Aug 26 02:44 AM
    • Obama Is Bad for the Economy - Barron's [view article]
      Leaving aside the politics, the core contention of the Barron's article is just wrong. Every economist knows that wealthy people have a lower marginal propensity to spend than less wealthy people. If if you give money to poor people they spend it immediately; if you give money to rich people they save most of it.

      The Bush administration recognized this: the most economically stimulative measure it could think of was a flat-rate tax rebate to everyone.       Aug 25 02:14 AM
    • Hedge Fund Manager's Notebook: Lehman, Korea, and 3 Uranium Plays [view article]
      Really enjoy your pieces and the ideas in them.

      Not sure about VICEX. Didn't everyone expect the casino stocks to be recession-proof? And there's no way that BA is in there as a travel stock, as that's just too farfetched. Perhaps it's there because of its defence business.       Aug 23 03:46 PM
    • Hedge Fund Manager's Notebook: Pawn Shops and Railroads In, Oil and Commodities Out [view article]
      Wonder if the pawn shops are a better play on gold than the gold miners... Aug 21 04:17 PM
    • Hedge Fund Manager's Notebook: Blood on the Streets - Buy Russia [view article]
      Barron's was bearish on Russia, arguing that all oil stocks are down and Russia's market is dominated by them:
      seekingalpha.com/artic...

      Thoughts?       Aug 21 04:06 PM
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