Tom B

1638 Comments

    • A Microsoft Break-Up Could Unlock Its True Value - Barron's [view article]
      Xbox is a money LOSER. It only LOOKS profitable because of the "bubble" on one, single profitable year. And, with Bungie having "left the building", the franchise will be slowly disembowled by nimbler competitors (Ninendo). Aug 11 05:14 PM
    • Ready for Dr. Reddy's Labs [view article]
      I'd invest in India over China any day. India has a functioning democracy, as opposed to a police state. Not an important fact (business-wise) now, but that could change in an instant. India has a higher average level of education already in place, and English is already a native tongue. Aug 11 02:56 PM
    • Is Microsoft Out of Ideas? [view article]
      ""Out of ideas....hardly, but most of the MAJOR companies that have hordes of cash do in fact buyback their own shares. Does this hinder innovation, hardly."

      It increases risk. You bump up your stock price, a bear market arrives, you have just pissed away a big pile of money.       Aug 08 01:33 PM
    • Is Microsoft Out of Ideas? [view article]
      MSFT can't do "the Cloud". MSFT has zero credibility regarding desktop security, let alon ON-LINE security.

      As for being "out of ideas"-- there are plenty of ideas out there-- even on the Redmond campus. You need a management structure that can actually implement them and test them BEFORE they get out the door. What happened to Win FS in Longhorn? Lost in the shuffle. How did Vista ever get released? Aside from the fact Vista is insecure and bug-ridden, and slower than molasses, the big problem is that it's still just Windows. MSFT has not understood that they are competing against MODERN, SECURE, HIGH-PERFORMANCE, UNIX-based OS's now (LINUX and OS X). The days when their biggest problem was getting Enterprise drones to migrate from Win 3.x to 95 are LONG over. And the sand has run out. Even if they hired Linus Torvalds, they couldn't hash anything together fast enough to save the company, at this point.       Aug 08 01:31 PM
    • Eli Lilly Sells Lab Site to Covance [view article]
      "Lechleiter pointed out that the company's application for approval of the drug - if you printed it - would stack nearly as high as the Empire State Building. As a result, the FDA has a lot of data to comb through."

      Yup. And the FDA is full of CYA Bush-cronies. And our politicians (both parties) HATE any drug that costs more than free or causes one guy in Mogolia to get the hiccups. Small wonder Big Pharma is doing so poorly.       Aug 07 05:09 PM
    • Can the Potential Yahoo/Microsoft Marriage Be Saved? [view article]
      It would be an embarassment for Yahoo to get bought by a company operated by a bunch of clowns.

      Yahoo is a mediocre company, but they do a few things fairly well. Tell me even ONE MSFT product that survives on its merits (rather than monopoly power). Also, since Gates' exit, we see that Monkey-boy Ballmer can't even execute from a purely business POV. He couldn't woo Yahoo; he couldn't deliver an MP3 player of any consequence; and he decide to go ahead an ship Vista instead of scrapping it.       Aug 07 05:02 PM
    • Microsoft Redesigns Search to Take on Google, Yahoo [view article]
      Background Images! Is it April Fools already? What are they smoking over in Redmond? Jul 31 08:58 AM
    • Replacing P/E in Valuing Apple Stock [view article]
      I only ever use P/E for ANY company as a crude "sanity check". PEG is more generally useful, IMO. Jul 31 08:51 AM
    • Apple Math: Market Share over Margins [view article]
      "The iPod Touch will become a handheld gaming device to beat Sony and Nintendo, an internet/email device for students who have ubiquitous wireless access on college campuses"

      John Carmack, creator of Doom is interested. He says the iDevices have more power and RAM than other handhelds. I think the accelerometer creates much room for game innovation, too.       Jul 31 08:46 AM
    • Has Garmin Lost Its Direction? [view article]
      Standalone GPS units will not be able to compete with multipurpose devices (e.g. the iPhone) Jul 31 08:37 AM
    • Apple: Are Investors Overlooking Cash Earnings? [view article]
      Market cap prediction: AAPL > MSFT by the end of the back-to-school quarter, 2009. Jul 30 01:42 PM
    • Apple Math: Market Share over Margins [view article]
      "So, imagine 10+ millions iPhones out there generating revenues for Apple continuously. It's same like selling Macs out but continue to sell softwares after it's been sold."

      The iPhone is like a casino slot machine, except every pull wins for both the customer and the House.       Jul 30 12:59 PM
    • Apple Math: Market Share over Margins [view article]
      Micheal Dell once said Apple should closed its doors and return its assets to its investors. Apple rolled over Dell in market cap a few years ago Apple passed IBM (for a time) last year, but AAPL's current low P/E put Big Blue back on top. AAPL will pass MSFT fall, 2009-- my prediction.

      Apple:
      Made the transition to UNIX
      MSFT:
      Still waiting. Don't expect modernity in Win7, either.

      Apple:
      High performance; high security
      MSFT:
      Low performance; low security.

      Apple:
      Top notch dev tools for OS X and for the iPhone.
      MSFT:
      The best they can mange is warmed-over Java (dot net).

      Apple: iPod/iPhone--convergen... platform; an iPhone IS ALSO an iPod and uses the same OS, and that OS is a subset of OS X.
      MSFT: Zune/Win Mobile. Both different OS's, and not closely related to Windows.

      Apple:
      Friends with Google
      MSFT:
      Conducting a futile land war against Google (MSN live, Yahoo attempt)

      I could go on: Final Cut Pro. Quicktime. Filemaker. But you get the point.       Jul 30 09:18 AM
    • The Coming Cloud Computing Dogfight: Google vs. Microsoft [view article]
      There is no contest here. NO sane person would trust MSFT on ANY issue even REMOTELY related to security. Jul 30 08:41 AM
    • What the Online Banking Industry is Missing [view article]
      This seems pretty alarmist. Security people always have the agenda of making themselves look important. Any legitimate on-line bank or broker sends an E-mail to you when you make a transaction; thus to SERIOUSLY compromise an account, a Chinese spy or Russian capitalist would need to break BOTH your bank account AND your E-mail. Jul 30 08:36 AM
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