Investing

There was a time when grid-lock in Washington was thought to be a good thing.  With no political party having complete power, issues were resolved thru compromise after good healthy debate.  No side was completely happy, but for the most part – a better agreement was achieved allowing the country to move forward.  That all [...]

Apple’s share price has been in a funk since hitting its all-time high in September of $705. To those that still believe in Apple’s fundamental story, Friday’s close of $500.31 seemed like one more smack in the face. The Blogosphere immediately lit up on the close -  “Apple’s $500 Close: Its Not Manipulation” by Rocco [...]

Tim Cook was obviously disappointed about the June quarter’s financial results.  As I pointed out in “Tim Cook’s First Slip?“, it is his job to keep the trains running while the creative team does its magic. Having your A1 product lose its luster after 6 months is just not acceptable.  No one understands this better [...]

Unless you were in a cave, by now you have heard that Apple had a disappointing Quarterly Earnings Report.  Most companies would kill for $8.8B in pure profit and would die to sell 26M of anything, but let’s face it Apple is held to a higher standard.  More importantly, Apple’s management holds itself to a [...]

Last night I read a great post by Horace Dediu titled the Poetry of Steve Ballmer.  Dediu highlights 3 quotes from Ballmer discussing Microsoft’s view on Apple.  One of Dediu’s readers (@robspychala) sums it up as 2007: Laugh,  2010: Ignore,  2012: Fight.  Sorry folks the game is over.  You can’t squander 5 years then decide to fight. [...]

Facebook has been trading publicly for a week and I’m already calling a top.  I can see the eyes rolling. Whether it has topped or not, I’m putting FaceBook in a bucket with companies like Google, Research in Motion and Nokia.  These companies were all dominat in their day, but haven’t been able to continue their [...]

We all know that trees don’t grow to the sky.  However,  Apple’s  recent price performance is challenging that law of nature and has even the most passionate AAPL bulls nervous.  Barron’s captures the dilemma quite well: Apple shares of late have morphed from growth-stock darling to momentum darling.  In the span of the last five trading [...]

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 [...]