Author Archive for miked
How Bad Do You Want to Be Successful?
I had a great twitter conversation a couple of days ago with a buddy. I told him that I started an entrepreneurial venture a number of years ago and when it didn’t work out I ran back to Corporate America. However, when I quit AGAIN on 3/31/06, to trade full time, I burnt the bridges behind [...]
RIM Is So Bad That It’s Good
This doesn’t read like the stuff upgrades are made of, but I’m sure Jim Balsillie and crew are pleased just the same. ”RIM’s numerous challenges have been well documented in recent downgrades, earnings reports and press articles: delayed product launches, insufficient and misallocated R&D, poor management reaction to changing industry trends, subpar communication with investors, [...]
Aruba Networks A’int Cisco Systems: Reasons Why I Listen to Earnings Calls
Over the years, I have listened to hundreds of companies earnings call. Any company whose stock I plan to hold over a couple of quarters is required listening. I love hearing all the numbers and stuff, but mostly I’m listening for how the CEO handles adversity. Companies are bound to hit issues from time to [...]
From Driving a Lamborghini to Steve Jobs Resignation: My 2 Cents on the Last Two Weeks in Tech
It is good to be back in the control seat after being away for 2 weeks on vacation. We spent the first week visiting my Mother near Cocoa Beach in Florida and the last week in South Beach. One of my favorite parts of the trip was waking up to this spectacular view overlooking the [...]
My “So-Called Trends” Are Busted
What a freaking week? First our elected representatives decides to play chicken with the financial stability of our country. As ugly as the sausage making was – it appeared as though we avoided a fate unknown with a last minute agreement. However, instead of a relief rally the market continued to sell off. The talking [...]
NFC – Remember That?
The Near Field Communications (NFC) buzz was sizzling from the end of last year through the beginning of this year. Nearly every day there was talk about the next new thing. NFC was going turn our cell phones into credit cards and replace all of those loyalty cards bulging in our wallets. There were other applications bantered [...]
Hey Ma, I’m on The Reformed Broker Blog
Yesterday I noticed that I was getting more new Twitter followers than normal. Usually if I nail a blog post or tweet something really interesting, I will notice an influx of new followers. However, on yesterday, nothing provoking from moi hit the wire. I was certain that my sarcastic tweet about Google Plus hitting 750M [...]
How Social Media Has Influenced My Investing Process: Starring Michael Saylor and a Model Named Talis
Investing without leveraging Social Media is like fighting with both hands tied behind your back. Maybe you can head butt someone to death, but why make it so hard on yourself? A few months ago I penned an article called, “Where Social, Mobile and the Cloud Meet.” I talked about how important it’s becoming for [...]
Apple or Google: The Race to $600 per Share
I know. I know. I know. Apple reaching $600 before Google sounds absurd. Google which closed at $532.25 / share on Friday only needs to appreciate 12.7% to hit $600, while Apple at 360.25 /share would need to increase 66.5%. As crazy as it sounds, if Apple outperforms Google at the same rate as last [...]
Does Motorola Benefit from Google Blundering the Nortel Patents?
When Eric Schmidt stepped down as CEO of Google he said that adult supervision was no longer needed. Its founders Larry Page and Sergey Brin where well prepared to run the show. Based on this past week’s bidding for Nortel’s patent portfolio, the jury may still be out on that pronouncement. CNN Money sums it [...]
