brewer

Out of the Money - Midday Fast Money (8/12/08)

Apple is way undervalued, no one is seriously accounting for the iPhone revenue that has already been booked, let alone the run rate they are hitting (with lines still at every outlet, and 22 more countries to come online very soon). Also, new product and revisions in the pipeline in time for Christmas.

It will be two years from now before all the money is accounted for from the 3 million iPhone 3Gs sold this month. But that money is Apple's to spend (they already have 20 billion in cash) in the meantime.

Will Goldman Shine? Fast Money Recap (6/16/08)

RIM actually only has one cylinder to fire on, and it's looking very long in the tooth compared to iPhone. iPhone at $199 will crush blackberry, it's a far more capable phone with all of the internet and iPod experiences, not just email.

Will Yahoo Settle? Fast Money Recap (5/28/08)

I hope MSFT does go in debt to buy Yahoo. As if MS didn't already have their own failed search division, and failed internet division.

Expect a sucker punch from Apple about that time. Apple has in it's skunkworks, a dumbed down version of OS X that runs on any generic PC. It has far more going for it than any version of windows, still leaves a reason to buy a real macintosh, but could totally destroy MS's marketshare within months. Microsoft still has the toy business to fall back on with the Xbox line.