I have been called to DISRUPT!
Since reading the Morgan Stanley Internet Report in December ’09, I have put a great deal of thought into how to best make money investing in mobile. Â Up until then I had primarily invested in the mobile device makers like Apple and Research in Motion. Â The report reminded me that new companies often win big …
If you are interested in investing in the mobile internet then Morgan Stanley’s Internet Report is a must read. Â The chart below is one of my favorite slides from the presentation. Â As far as I am concerned, it’s the money slide. I believe that serious coin will be made by simply grasping its thesis. The …
Continue reading “Will Google Be a Major Player in Mobile Computing?”
New smartphones are being released everyday. Sprint just announced the world’s first 4G smartphone (Sprint, HTC Unveil First 4G Smartphone).  Nokia, Samsung, Motorola all have new phones released in March (Nokia C5 Unveiled, Samsung Announces Galaxy S Android Smartphone, Motorola and Sprint Announce World’s First Push to Talk Smartphone).  Over the next few years these manufacturers …
I really don’t want to get into my reasoning for my bearish position on Research in Motion – it is well documented (RIMM Rant I, RIMM Rant II, RIMM Rant III). Â Needless to say, I have taken a lot of heat from the RIMM disciples over the past few months. Â The market is the final …
Continue reading “Navigating the Social Media Noise: My Research in Motion Call”
On March19, 2010, Â Palm Inc. announced its earnings. Â Expectations were already low, since it had pre-announced poor earnings. Â However, the actual results were poorer than poor and Jon Rubinstein, CEO, didn’t reassure investors on the conference call. Â Matter of fact, the call had to be one of the lamest conference calls in the history of …