Michael

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    • Mon Nov 10th 15:21 PM
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      Rating: +2 0
      Commented on:
      'The Market and the Internet Don't Care if You Make Money'
      This is completely wrong. the reason newspapers were sold out on the day after obama won was not because people wanted to read the news, but they wanted to frame the news. You see, it was a collectors item, a fossil, a relic. Not news.


      On Nov 10 12:42 PM TJIrish wrote:

      > I won't argue your business model points. BUT what about Obama's
      > election. Newspapers were sold out worldwide. My point is not that
      > the author is wrong and newspaper CEO's do need to change. I bristle
      > with the suggestion that Print is dead or will be dead. When that
      > comment is made what is the meaning "Print will die." Does it mean
      > newspapers will die or PRINT will die? There will always be PRINT!
      > The day after Obama's election proves their is still an interest
      > in Print. Now I know people did not run out to read the articles
      > but rather bought the papers as a collector's item. Which is my point.
      > Printing is more than newspapers. There is commercial printing, printing
      > magazines, printing labels on wine bottles etc... Not everyone has
      > a blackberry and not everyone wants to sit in doctor's office waiting
      > room looking at a blackberry. Me? I rather read a magazine or a newspaper
      > when I am sitting on the toilet taking a dump then looking at a high
      > tech berry or holding a lap top. As for GOOGLE... Agree about their
      > business model. But I know the CEO of Google takes no pleasure in
      > seeing what has happened to the newspaper business. It's very expensive
      > to do the expansive in depth reporting about an important issue.
      > Newspapers and their websites such as the washington Post are still
      > best equipped. When I read a major story I look to the Wall Street
      > Journal, Wash Post, Slate or some other major media center online
      > rather than a blog site.
      View article »
    • Mon Nov 3rd 17:17 PM
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      Rating: 0 0
      Commented on:
      Gold closes up $4.60 (0.64%) to $722.80. Silver +0.31% to $9.76. Both failed to hold on to stronger gains.
      Not a lot of logic in these markets
      View news story »
    • Tue Oct 7th 06:54 AM
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      Rating: 0 0
      Commented on:
      Is Online Advertising Heading Off a Cliff?
      You are so right. the secular trends in online are enough to mute the downturn. Online ad spending will no escape on unscathed but i think a bigger knife will be applied to TV where advertisers are beginning to realize that they are wasting their time and money preaching to Tivo boxes.
      View article »
    • Thu Sep 11th 17:18 PM
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      Rating: 0 0
      Commented on:
      The Upside of a Lehman Crash
      in the famous S curve, i think Lehman failing would be called capitualtion.
      View article »
    • Tue Sep 2nd 14:36 PM
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      Rating: 0 0
      Commented on:
      Diluting the WSJ
      Felix -
      as always, you are dead on.
      View article »
    • Sat Aug 2nd 23:10 PM
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      Rating: 0 0
      Commented on:
      Will Music Sales Be Profitable for Record Companies in Ten Years?
      I encourage the music industry to read Chris Anderson because Music is going to be free and it will need to seek a different business model.
      View article »
    • Mon Jul 21st 06:28 AM
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      Rating: 0 0
      Commented on:
      Google Keeps Scoring
      I think the delta on the profits vs. expectations may be the 10s of millions of dollars per quarter they are losing on YouTube hosting and bandwidth.
      View article »
    • Tue Jul 8th 01:36 AM
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      Rating: 0 0
      Commented on:
      3 Reasons For the Continuing Dollar Rally
      All i can tell you from my perch in jerusalem is that there is no dollar rally on the horizon. The Shekel here has been trouncing the dollar and there is no end in sight. The interest rate spreads between the US and foreign economies is too wide. The growth is happening outside of the US. Even if the dollar moderates against the Euro, it will have more to do with economic issues (read housing) in the Eurozone and will be muted elsewhere worldwide.
      View article »
    • Tue Jul 1st 23:22 PM
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      Rating: 0 0
      Commented on:
      Blogonomics: Market Manipulation?
      Felix - As always, a great piece. This is why i keep you in my watchlist here. In response to Fatwolit above, i am not sure it really matters who Mulcahy is. What matters is whether the article is accurate or not. Let's say for example that his bio said he is a hedge fund manager in Ireland who does extensive research. Would that change your mind about the post. The web allows for pseudonyms and annonymity. After all, what is Fatwollit? So a one or two line bio on the bio page changes nothing.

      What i want to know with full transparency is does this guy have a position in the stock. He answered that in the original post. I also want to know like Jackson said above if the article is factually correct. I assume Seeking Alpha can figure that out with their process. I would also love to see MVIS respond in writing on Seeking Alpha. I am sure they will allow that. How come MVIS has not responded. could there be more than a kernel of truth here in Felix's words?
      View article »
    • Wed Jun 18th 19:05 PM
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      Rating: 0 0
      Commented on:
      What Magazines Don’t Understand About the Web
      SCOTT - this is another terriffic post. you are the smartest guy on analog to digital media out there. I think it would be useful for you to try to wrap some financials around this as well. and i think a post about how television will run into the same digital freight train would be a good sequel to the sequel.
      View article »
    • Sun Jun 1st 06:06 AM
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      Rating: 0 0
      Commented on:
      Is it Worth Trading Foreign Pink Sheet Stocks?
      roger -
      i wanted to ask you a question over email. can you email me to michael (at) benchmark dot com
      View article »
    • Sun Jun 1st 03:11 AM
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      Rating: 0 0
      Commented on:
      Buying Into the Global Infrastructure Build
      i think the wireless carriers themselves in developing economies are a good place to play. people seem to prefer a cell phone to running water in developing econonmies.
      View article »
    • Mon May 12th 15:28 PM
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      Rating: 0 0
      Commented on:
      Capturing a Major Macro Theme of Our Time
      typically, empires last 200-300 years. The US is no exception i guess
      View article »
    • Mon May 12th 13:46 PM
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      Rating: 0 0
      Commented on:
      Helicopter Shortage: An Investment Opportunity?
      Asif - I like the way you think but isn't it important to figure out how acute the shortage is before buying the stock and what % of their total business it makes up?
      View article »
    • Wed Apr 16th 13:43 PM
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      Rating: 0 0
      Commented on:
      Google Is King, But for How Long?
      i am hoping that the half life trend continues
      IBM - 50 years of dominance
      Microsoft - 25 years of dominance
      Google - 12.5 years?? that would be soon enough...
      View article »