Tom B
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- Positive ratings +9
- Negative ratings -8
- Net rating +1 or 52 %
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Latest Comments1741 Comments
Microsoft vs. the Cloud
Also, VMWare has nothing to fear from Ballmer's bumblers.
But, I agree with some of your points. The generational issue is real-- kids put more stuff in general on the web. And, yes, MSFT got a huge headstart on the desktop because DOS preceded the far-superior Mac by a number of years.
Microsoft's Xbox 360 Surges Ahead of the Competition
Can You See Apple Under $60?
Yahoo: Maybe a Takeunder?
On Nov 19 05:12 PM Joe Bloggs wrote:
> At this rate Yahoo can use its cash pile to buy back its own shares,
> go
private
> and get out of the analysts glare. Maybe then they can
concentrate
> on the internet and their users without having to worry
about
> the money men raking through things they dont understand and
trying
> to put a value on it.
Yang's Departure Reflects How Yahoo Was Broken
Yahoo's biggest problems seem to have NOTHING to do with Yang. It appears they have a "herd of cats" as a BoD, some of them ornery, self-serving sell-and-cash-my-optio... cats. The economy sucks; Yahoo is FAR from being the only stock in the toilet. Yahoo is "innovating" too fast (rather than too slowly, IMHO) and getting sloppy. Every time I click on a news story these days, either of my two browsers crashes, and I got a VERY unsatisfactory answer about that from their support people. Too much Adobe flash, I suspect. On the plus side, My Yahoo Mail, "My Yahoo", Yahoo Notes, and, the crown jewels, Flickr, are excellent-- and I'd like to seem them STAY that way.
Apple's Greatest Idea Yet
Apple has about 8% of the domestic computer market, and about 3% internationally. MSFT Windows has MUCH bigger numbers, for historic reasons involving the evolution of Enterprise computing; and MSFT has these numbers in spite of: 1) Vastly inferior products (Windows isn't even as good as LINUX, never mind OS X) 2) Extremely high support costs 3) weak development tools. It is my expectation that Apple's computer marketshare will top 50% within 7 or 8 years, picking up momentum after Enterprise starts to capitulate. It will dawn on even the most Neanderthal IT types that Intel makes upgrading to Apple EASY; you can virtualize those nasty old Visual Basic billing and accounting programs at FULL speed on a Mac these days. Even if Enterprise moves more glacially than usual, there's ENORMOUS potential share increase ex-US as we see from the numbers above.
This is all ON TOP of Apple's cash; it's software offerings (iApps; Filemaker: Logic: Final Cut Pro; iWorks); and the iPhone.
I'm a nervous investor; I'll sell most of my AAPL around the time they hit 20-25% domestic computer market share. I think that's not even a "stretch goal"; it's eminently "do-able".
On Nov 19 04:51 PM Y.I. wrote:
> Quick question for the AAPL fans: At what price is this stock too
> expensive?
Apple's Greatest Idea Yet
General Motors: Time to Pull the Plug
On Nov 18 04:54 AM User 300370 wrote:
> This is a lame article and shows no genuine thought on the CURRENT
economic
> situation impacting the US markets. It’s clear the author has
not
> understanding about what the world has become. The US will never
have
> another American car company. They will all be Indian owned
(tata),
> Chinese owned (Chery, SAIC, FAW) or Korean (Hyundai). Let GM
die
> and buy Chinese. And these new companies will not build using
Americans
> to build these cars and trucks. So, no more lame comments
about
> UNIONS. They will be using Chinese and Indians…far away from the
good
> US of A.
The Deteriorating Bond Market
Is Global Diversification Dead?
On Nov 18 12:25 AM Paulo wrote:
> A big consideration for U.S. investors is that the U.S. dollar is
> very
high
> (perhaps artificially so). So, for long term investors with
capital
> and patience, global diversification might be timely.
> I am not so sure that country funds are the best way to do this.
Look
> at Switzerland, for example (which I managed to sell at book value
in
> Canadian dollars).
> Nor am I sure that attempting to pick individual stocks at the
global
> level is the best way to go in the present investing context.
>
> For those with investinal fortitude and are looking long term,
rolling
> the dice with global government inflation protected bonds,
global
> convertible bonds and preferreds, global real estate, and so on
may,
> given the current strength of the U.S. dollar and the Great
Depression
> prices, be one way to go for those not fighting off
foreclosure
> and their credit card companies and whatever.