Long-Short Guy

Will Apple Double Its PC Market Share by 2011?

"Through 2011, the number of 3D printers in homes and business will grow 100-fold over 2006 levels. With a 3D printer, users send a file of a 3D design to a printer-like device that will carve the design out of a block of resin. Printers priced under $10,000 have been announced for 2008, “opening up the personal and hobbyist markets.”

Not sure what I'd want to print that's 3D. Unless I can print out an iPhone.
:-)

Under The Radar News - Tuesday

"Cold outlook for Chinese power providers. Heavy snow and sleet have forced 7% of Chinese power plants to shut down, and companies are struggling to secure enough coal to keep plants operating."

Wonder if lower Chinese output could hit Walmart.

Under the Radar News - Monday

"Morgan Stanley's Stephen Roach, one of the world's leading economists, says the oncoming U.S. recession will dwarf the dotcom slump in its magnitude."

At the same time, the people who run the middle east sovereign wealth funds are saying in Davos that US financials and real estate are at bargain basement prices. Real estate is a real asset, and inflation is rising, so it's hard to see how it can keep falling in price.

Apple at $135: Low Hanging Fruit

It's amazing to see the difference between apple fans who bought the stock and seasoned traders or investors.

Apple is a momentum stock; and you don't own momentum stocks in the short term when they lower their guidance and there's a recession. Maybe it will turn out to be a good 5 year investment, but there's no way you want to own a momentum stock with broken momentum in the short term.

It really is that simple.

Jim Cramer's 10 Predictions for 2008

The apple prediction isn't looking so good.

Under The Radar News - Thursday

This is great. Can you fix the BusinessWeek link?

Cramer's 'Four Horsemen' Crumble

The "four horsemen" are momentum stocks; you don't own momentum stocks in a slowing economy and declining market. It's that simple.

Under The Radar News - Wednesday

Re. the Cisco hiring freeze: I heard that Goldman has implemented a hiring freeze as well.

Under The Radar News - Tuesday

"IBM (IBM) is close to announcing a version of Lotus Notes for the iPhone (AAPL). This would ease the way for corporate IT departments to give iPhone users access to their corporate email accounts, which thus far many have avoided."

This has to be bad news for RIMM.

This Week's Market Quiz

Isn't the MacBook air named after the fact that it has no DVD drive, and therefore software must be loaded wirelessly?

Citi Ups Apple's Estimates on Mac Sales

4th calendar qtr, 1st fiscal. If you don't specify, it means calendar. So he's right.

Under The Radar News - Wednesday

It's so amazing to see banks in Japan and China looking to bail out the leading US investment banks. How the mighty have fallen.

MacBook Air: In a Word, Impressive

"The Mac faithful groaned consistently that the morning’s keynote address was a snoozer." Interesting that Wall Street's reaction was actually matched by what you saw of the die-hard fans.

Under The Radar News - Tuesday

Why would Facebook want to buy Plaxo? Plaxo is a service most people I know stopped using years ago.

BTW, "Under the Radar" is really excellent.

Air: All That's Left In Your Wallet After You Buy Apple’s New Laptop

Why do you think it's so much more than the Asus and gPC? More expensive components, or just much higher profits?