Tom B

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  • Chinese Stock Market Bottoms: What Should U.S. Investors Do?
    I loaded up on STP last week. Trading at a single-digit P/E, which is good for two reasons: cheap stock price, and YET E > 0.

    It is hard to be bullish about solar with fossil fuel prices in free fall. But you have to remember: in a year or two after we traverse the bottom of the recession, oil will again become fairly priced and we will WANT solar electricity instead of expensive $4 gasoline.
    Dec 06 13:47 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
  • Under The Radar News - Friday
    "Think of this number. If just 5% or even 10% of those buyers purchase Macs "

    Nowadays dual booting, for full speed Windows is a very viable option for people nervous about going "cold turkey". I
    Mar 01 11:00 am |Rating: 0 0 |Link to Comment |View article
  • Google to Challenge Baidu in China With Free Music
    "Baidu fronted a Chinese Court in December, and won the day with a ruling that Baidu did not infringe copyright by merely linking to infringing music."

    Interesting. Didn't US courts rule a number of years ago that Napster DID infinge by merely linking? Looks like, in this case, the Chinese courts are less clueless.

    Any idea what kind of music the Chinese listen to? Britney Spears? Communist work songs? Same mix as everybody else?
    Feb 06 18:26 pm |Rating: 0 0 |Link to Comment |View article
  • Under The Radar News - Friday
    "IBM/AMD tie-up "nothing but speculation."&quo...

    Even IBM couldn't be THAT dumb, to buy AMD.

    "Interesting that Walt Mossberg, a huge apple fan, gave it a very mediocre review"

    Mossberg's a "lawful neutral" (to use D&D jargon); not a huge Apple fan. The MacBook Air is for road warriors ONLY. I'm not in that group, either.

    iPhone shortfall: I think they'll make the 10M by the end of 2008 without breaking a sweat. But, they need to hit additional markets. Note Nokia did well by tapping Asia, EU, and Latin America; the iPhone is still mostly US.
    Jan 26 21:13 pm |Rating: 0 0 |Link to Comment |View article
  • Google, Schmoogle. In China, Baidu's Better
    Google will catch up and exceed Baidu. Remember, Yahoo was considered a credible competitor to Google at one time. It seems to me, the killer app for China would be to deploy a bunch of off shore anonymous proxies, so the people could talk politics and maybe even organize without be dragged off to death camps. PGP is your friend.
    Dec 17 09:08 am |Rating: 0 0 |Link to Comment |View article

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