Tom B

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  • Picking Some Stocks to Survive This Market
    To "Socialism": I'm with you on DUK and INTC; I have big wads of them in my portfolio.

    I don't like MRK as a long-term play. They are trimming R&D to save money for the short term, at the cost of further the diminishing the chances that their thin product pipeline will fill up anytime soon. I'd go Abbott or JNJ.

    T might be good; they are SPENDING money subsidizing the iPhone now, and this will reap lots of expensive voice/data plans. I like TEF and FTE as well.
    Oct 24 14:24 pm |Rating: 0 0 |Link to Comment |View article
  • Picking Some Stocks to Survive This Market
    Agree with Jon T. MSFT = GM. ZERO execution under Ballmer. And, since Win 7 won't even be UNIX based, like EVERY other commercial OS, it'll still be pretty worthless, with regards to performance and security.
    Oct 22 13:00 pm |Rating: 0 0 |Link to Comment |View article
  • Wall Street Breakfast: Must-Know News
    "Win-win for BAC. Mortgage company at a "fire sale" price, or-- an easy escape clause."

    Assuming Countrywide customer lawsuits won't be arriving in droves, of course.....
    Mar 11 09:20 am |Rating: 0 0 |Link to Comment |View article
  • Wall Street Breakfast: Must-Know News
    "If Countrywide is found guilty of fraud, it could scuttle a planned $4B acquisition of the company by Bank of America (BAC)."

    Win-win for BAC. Mortgage company at a "fire sale" price, or-- an easy escape clause.
    Mar 11 09:19 am |Rating: 0 0 |Link to Comment |View article
  • Wall Street Breakfast: Must-Know News
    "Microsoft (MSFT) announced broad steps to open up its source code."

    Gee,just a few months back, they were threatening LINUX vendors with infringement suits based on 260 imaginary MSFT patents that they never produced for anybody's inspection.

    This latest ploy is 1) transparent 2) pointless; there are already zillions of MSFT collaborators in the developer community 3) unlikely to work, since MSFT has nothing to match Java or AJAX.

    blog.mycintosh.com/blo...
    Feb 22 09:18 am |Rating: 0 0 |Link to Comment |View article
  • The Economist In One Bite
    "The Burmese junta is bypassing Western sanctions by strengthening its commercial link to China"

    China fuels the fiasco in Darfur as well. I never would have opened trade with China in the 1970's until they cleaned up their act.
    Feb 10 09:54 am |Rating: 0 0 |Link to Comment |View article
  • Wall Street Breakfast: Must-Know News
    "GM to boost ethanol-car lineup." Are they insane? Another reason to short GM. Ethanol is an OBVIOUS bubble; there isn't enough arable land in the US to meet demand.
    Feb 07 08:40 am |Rating: 0 0 |Link to Comment |View article
  • Under The Radar News - Wednesday
    "Microsoft shareholders come to Yahoo's aid. Microsoft shareholders have sold off the stock,"

    The stock price of potential acquirers in M&A's usually goes down. The fact that MSFT has slipped only a bit in a bear market, if anything, implies that MSFT stockholders are delusional and fail to comprehend how negatively a Yahoo deal will erode shareholder value, especially over the long term.
    Feb 06 13:29 pm |Rating: 0 0 |Link to Comment |View article
  • Under The Radar News - Thursday
    "E*Trade shopping for cash."

    I'm sticking with Etrade as a customer, for now. I hop I don't regret that. If things do head south, maybe BAC or somebody will buy them outright--who knows?
    Jan 31 15:10 pm |Rating: 0 0 |Link to Comment |View article
  • Under The Radar News - Thursday
    "Laptop makers mull margins. Sub-$500 laptops from Asus and others are dominating Amazon.com's"

    Right now: 5 Asus; 4 Apple; 1 HP. Looks like the rule is, people either want quality, or a tiny "no worries" device. This might be bullish for the iPod Touch....

    "Fisher begs to differ." Yea! One FOMC-type with sense. Let's make HIM chairman.
    Jan 31 15:06 pm |Rating: 0 0 |Link to Comment |View article

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