All Entries in the "Trends" Category
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 [...]
RIMM is Done – Who’s Next?
Friday was a terrible day for Research in Motion’s (RIMM) shareholders and employees. The stock’s 21% pummeling was the culmination of a series of bad management decisions that date back to first time the word iPhone was uttered in January of 2007. RIMM’s management snickered at the announcement. After all, RIMM was king of the [...]
The Market Wanted iPhone 5 and It Got iCloud
The stock market yawned at Apple’s iCloud announcement last week. On the week, the stock was down -5.1% vs. -2.2% for the market. In hindsight, I believe that Apple would have sold off regardless of the news. The market has been in a funk in respect to the company all year. Concerns over Steve Jobs [...]
What’s Up with NXP Semiconductor?
Near Field Communications (NFC) has been the topic de jour in mobile for the past year. According to the NFC forum – NFC makes life easier and more convenient for consumers around the world by making it simpler to make transactions, exchange digital content, and connect electronic devices with a touch. NXP Semiconductor co-invented the [...]
8 Ballers of Mobile Update: SINA Gets “de-balled”
Recall that the 8 Ballers of Mobile is a Long Term strategy designed to profit from technologies driving the next generation of computing – Mobile, Social and the Cloud. Unfortunately, at times, all long term strategies are subject to some uncomfortable levels of volatility and this strategy has endured its fair share since the end [...]
8 Ballers of Mobile Portfolio Update 5/22/11
The 8 Ballers of Mobile is a Long Term strategy designed to profit from technologies driving the next generation of computing – Mobile, Social and the Cloud. Based on analysis of previous computing eras, I have concluded that the next 4-5 years will be the optimal time to maximize profits from this trend. To capture [...]
Why MicroStrategy is a Baller
The past few months I have been thinking quite a bit about the concept of “Big Data” – the ability to create, manipulate and manage very large data sets. Companies like this week’s love child Linked In wouldn’t be economically viable without a method to process Big Data. Their monetization model is dependent on understanding [...]
Walked in to Buy a Playbook and Walked Out with a Xoom
Research in Motion’s (RIM) Playbook has been hyped so much over the past 6 months that it was time for me to see one in person. Since there are no RIM stores, showcasing RIM products with RIM trained sales people – I had to go to my local Staples. [Disclosure: This was a purely a [...]
Can Yahoo Regain Its Baller Status?
I started trading stocks in 1995. My interest quickly gravitated towards internet related stocks. Fortunately, there was an abundance of investment choices. Netscape IPO’ed in 1995. Yahoo followed in 1996. Many others would become tradeable over the next few years. However, if I had started trading in 1990 or even 1994 my choices would have been very [...]
