Tom B

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  • Tech Sector: 10 Predictions for the 'Net in '09
    I'd like Google to buy Flickr; I use Yahoo E-mail for historic reasons, but the company is poorly managed. The best you can say about Yahoo is that they were smart enough to evade Ballmer's chubby embrace.

    MSFT may bid for Facebook-- they've already invested in it.

    Apple COULD buy Netflix and kill a competitor, but they prefer to strangle their opponents slowly, through technological superiority (as AAPL slowly buries Adobe and MSFT). I think we'll see a stronger AppleTV this year. I DON'T see Hulu or XBox movie rentals ever becoming dominant players.

    GS to buy ETrade? Hmmm. Maybe.
    Dec 31 21:20 pm |Rating: 0 0 |Link to Comment |View article
  • Microsoft vs. the Cloud
    "MSFT is a shell game, collecting on a hand-cuffed stream of income "Exactly correct. Look at MSFT's margins vs. the PC Box maker's margins.


    On Dec 02 10:37 AM PK de C'ville wrote:

    > "Microsoft just came in and picked up the desktop piece despite what
    some
    > bad European Union and U.S. Department of Justice politics-based
    legal
    > findings say."
    >
    > Huh? The biggest monopolistic move in the last 20 years and this
    > is your comment?
    >
    > And they're still paying for their brutal anti-competitive moves.
    >
    >
    > MSFT is a shell game, collecting on a hand-cuffed stream of income
    > that their 'partners' are trying to escape from.
    Dec 02 15:32 pm |Rating: 0 0 |Link to Comment |View article
  • Microsoft vs. the Cloud
    OK, so who's dumb enough to put business or personal data in a MSFT "cloud"? This is a technically 3rd rate company with a horrendous record on computer security; worst in the industry.

    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.
    Dec 01 21:17 pm |Rating: 0 0 |Link to Comment |View article
  • Is Apple More Undervalued Than Other Tech Sector Stocks?
    Great article. The paradigm people have about Apple is that they serve a "niche market". They'll still be saying that when the "niche' = 100%.
    Oct 30 11:22 am |Rating: 0 0 |Link to Comment |View article
  • 12 Promising Tech Stocks - Barron's
    I agree on AAPL and GOOG; these are "no-brainers"... AAPL is the leader in its field, by a wide margin, technology-wise; Google has no competitors.

    AMZN is too expensive for my blood, with respect to P/E.

    HPQ has a weakening business model.
    Oct 27 08:58 am |Rating: 0 0 |Link to Comment |View article
  • Amazon, Rhapsody Gain in Digital Music Market ; iTunes Still Top Dog
    Some of the off-brand services have the fatal flaw that they don't work in conjunction with Apple iPods. Amazon's service DOES, which gives it an edge vs the "also-rans", but there's no "lock-in". If I need a tune and AMZN has it but iTunes doesn't-- fine; I can use AMZN. But the next time I want music, more than likely, I can go right back to iTunes.
    Oct 10 13:46 pm |Rating: 0 0 |Link to Comment |View article
  • Apple Investors: Fasten Your Seatbelts, Put On Helmets
    "Do you think the economy is better now than 8 years ago? Do you like the sky-rocketing national DEFICIT??"

    People differ about politics. I happen to be of the Obama camp. But two things are clear: 1) the war has not paid for itself. Iraq supposedly has 79 billion in the bank and I DON'T see them at this time repaying us for all the money we sank into the war, right or wrong. I hope the next administration addresses this. 2) The regulators were ASLEEP to allow the bank/mortgage crisis to occur. I ASSUME that most of the said regulators were "Bushies" because he's been in office nearly 8 years.
    Sep 11 12:24 pm |Rating: 0 0 |Link to Comment |View article
  • Apple Investors: Fasten Your Seatbelts, Put On Helmets
    I wouldn't use the VIX to suss out a bottom. I think the broader marjket will recover when we start seeing fewer bank failures and decreasing home inventory. That will be sometime in '09, if we get Obama; longer if we get war-monger McSame.

    As for Apple: if you need a laotop; you need a laptop and they are the ONLY company that has product worthy of owning. This makes them SOMEWHAT recession-resistant, assuming the economy doesn't sink from recession to Depression.
    Sep 11 08:31 am |Rating: 0 0 |Link to Comment |View article
  • Who Says Amazon's Margins Are Rising?
    I like AMZN as a customer; wouldn't touch it as a stock. Grotesquely hi P/E, considering. And they'll get gored on that "Kindling" device.

    Tax litigation????
    Jul 14 09:14 am |Rating: 0 0 |Link to Comment |View article
  • Amazon Could Top $2.5B in E-Book Sales by 2012
    I get it: you post absurdly optimistic rumors about AMZN and absurdly pessimistic rumors about AAPL. What are your holdings?
    Jun 23 13:03 pm |Rating: 0 0