Seeking Alpha


Send Message
View as an RSS Feed
View carlsond's Comments BY TICKER:
Latest  |  Highest rated
  • 3M: Its Solid Success In China Is Transforming Both The Company And China Itself [View article]
    Back in 1983 or so, I joined a very small company (21 employees, I was number 22) that manufactured a very unique and patent protected nucleonic based sensor that would continuously measure the thickness of thin coatings (adhesives, abrasives, magnetic films, etc) as applied to various backing materials. My job was to help grow the company -- I was put in charge of all sales, marketing and promotional functions. In looking around for applications, I ran across a high ranking MMM engineer at an exhibition, and was invited to 3M headquarters in St Paul to present our unique sensor to a select group of engineers. I soon became very impressed with 3M's company wide obsession for quality and attention to detail. It took over one year get our sensor approved for testing, but after it was over, in the next years 3M became our companies largest customer with our sensors and control systems going to 3M manufacturing plants all over the USA, Europe, Asia. Early on I bought 3M stock and never looked back -- hardly ever looking at their financials or whatever. 3M was a perfect Peter Lynch stock if there ever was one....
    David Carlson
    Fresno CA
    Mar 25, 2014. 11:39 PM | 2 Likes Like |Link to Comment
  • Yahoo's (YHOO -1%) search page is the latest product to be given a facelift by the Web giant: faster page loads and a more streamlined navigation bar are part of the package. Though Yahoo depends on Bing for search results, Marissa Mayer has argued "most of the innovation on search" will occur at the UI level, where Yahoo can differentiate. comScore estimates Yahoo had 12% of the U.S. search market in April, but its global share is much lower, and a tiny mobile share isn't helping. Meanwhile, a BI survey of 1,200 readers finds 57% saying they're "unhappy" with the revamped Yahoo Mail: users complain about performance, disappearing e-mails, and message-loading errors. [View news story]
    Wow! I have been using email ever since the birth of Netscape Mail. When Netscape was driven out of the market by Microsoft, I switched to Mozilla's Firefox and Thunderbird, both of which I was very happy with. When I became aware of the advantage of web-based email (I traveled a lot and have several computers, I took a hard look at gmail, hotmail, and ymail. I picked ymail, helped along by Walter Mossberg of the WSJ who evaluated the same three providers I was looking considering -- Walt recommended Yahoo Mail. I've never looked back.

    So, it came as a great surprise when I learned that "57% say they are unhappy with the revamped Yahoo Mail...". I've had absolutely none of the supposed problems listed in the above article. I use Ymail every day and am now intrigued that Yahoo Mail now has an 'app' with Dropbox (another favorite of mine). I have a gmail account which I only use for 'testing' so I know pretty much what Gmail is about -- I still prefer Ymail.

    Disclosure: I have a BSEE (electrical engineering), an MBA from Stanford and have been 'into' computers ever since I bought an Apple II+ in 1980.

    David Carlson
    Fresno CA
    Jun 5, 2013. 01:41 PM | Likes Like |Link to Comment