Author Archive for miked
Riding the Wave to Mobile Computing Wall Street Style
In January of 2007, Steve Jobs announced the iPhone. As we now know, the iPhone wasn’t simply another cell phone. Many now associate its introduction with the dawn of the mobile computing era. Apple really threw down the gauntlet last week as it became the number one PC maker. Apple reported record quarterly sales of [...]
Google Has a DNA Issue
I have been expressing negative opinions on Google for awhile. “Will Google be a Major Player in Mobile Computing?” – was one of the first ones back in April 2010. In June of 2011, I threw down the gauntlet with RIM is Done – Who’s Next? There have been many more. While some may [...]
Intel: This Old Head is Still a Market Signal
When I left Corporate America nearly 6 years ago to trade full-time, a friend asked me, “Do you think you will be bored sitting around a computer all day without anyone to talk to?” I worked with a good group of guys – we would often go out to lunch together and there was always [...]
Sit-Out Power: The Secret of Champion Traders
I admit that I’m a fair weather blogger. When the Stock Market is rocking the ideas roll on my pages effortlessly, however when the market is “slapping me around” there are always other things to do. Typically fair weather fans or fair weather anything aren’t held in high-esteem. You are either with us or against [...]
F*ck the Market – Give Me Wine in a Glass, Mark Rothko & Aloe Blacc
I can’t believe that it’s been almost a month since I’ve updated my blog. Unfortunately, my motivation to write is tied to the stock market. The extreme volatility hasn’t inspired any Apple to $600 articles. It’s even been difficult to relish in RIM’s complete incompetence. Hopefully, Santa doesn’t abandon us and the words start flowing again. [...]
Non Apple Shareholders Getting Antsy in Windowless Conference Rooms
In my previous life, I worked in sales for a software company. Our sales conferences were in some of the most beautiful places in the world. Knowing that we would be stuck in windowless conference rooms from sunup to sundown – we would always get to the location a few days ahead of time to [...]
Should Apple Make Nuance an Offer They Can’t Refuse?
Siri, Do you use Nuance technology? Siri: ”I could tell you, but I would have to kill you.” Apple didn’t utter Nuance’s name during the iPhone 4S event and Nuance isn’t saying squat. That said, it is a known fact that Nuance provided the speech recognition engine for Siri before its 2010 acquisition by Apple. Assuming [...]
My Elevator Ride with Steve Jobs
Over the past few days I have watched hours of tributes, read countless articles and witnessed my Twitter stream overflowing with emotions on the passing of Steve Jobs. On the night we learned his fate, 9 out of every 10 tweets I received were in reference to him. It’s amazing how many lives he has [...]
A Simple Qualitative Tool to Add to Your Investing Tool Kit
A few weeks ago I watched an interview of Howard Lindzon, CEO StockTwits, on one of the financial channels. I have been using StockTwits for a couple of years, so I know the product fairly well. At the end of the interview, I said - Wow, Howard really nailed the elevator pitch. An elevator pitch [...]
Does Amazon Have an iPad Killer Up Its Sleeve?
On Friday, Twitter was buzzing when TechCrunch reported that one of its editors had seen and played with the Amazon Tablet. Adding to the excitement was that it’s expected to ship in November with a price of $250. This combined with a report from Forrester Research claiming that Amazon would sell 3-5 million tablets in Q4 had [...]
