Tom B

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    • Tue Dec 2nd 15:32 PM
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      Rating: 0 0
      Commented on:
      Microsoft vs. the Cloud
      "MSFT is a shell game, collecting on a hand-cuffed stream of income "Exactly correct. Look at MSFT's margins vs. the PC Box maker's margins.


      On Dec 02 10:37 AM PK de C'ville wrote:

      > "Microsoft just came in and picked up the desktop piece despite what
      some
      > bad European Union and U.S. Department of Justice politics-based
      legal
      > findings say."
      >
      > Huh? The biggest monopolistic move in the last 20 years and this
      > is your comment?
      >
      > And they're still paying for their brutal anti-competitive moves.
      >
      >
      > MSFT is a shell game, collecting on a hand-cuffed stream of income
      > that their 'partners' are trying to escape from.
      View article »
    • Mon Dec 1st 21:17 PM
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      Rating: 0 0
      Commented on:
      Microsoft vs. the Cloud
      OK, so who's dumb enough to put business or personal data in a MSFT "cloud"? This is a technically 3rd rate company with a horrendous record on computer security; worst in the industry.

      Also, VMWare has nothing to fear from Ballmer's bumblers.

      But, I agree with some of your points. The generational issue is real-- kids put more stuff in general on the web. And, yes, MSFT got a huge headstart on the desktop because DOS preceded the far-superior Mac by a number of years.
      View article »
    • Tue Nov 25th 01:23 AM
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      Rating: 0 0
      Commented on:
      Microsoft's Xbox 360 Surges Ahead of the Competition
      Gee, If I wanted to sell a game console at a LOSS, maybe I could sell a lot, too.
      View article »
    • Fri Nov 21st 14:10 PM
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      Rating: 0 0
      Commented on:
      Can You See Apple Under $60?
      I'll buy more, most likely during the panic following "Black Friday".
      View article »
    • Thu Nov 20th 11:02 AM
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      Rating: 0 0
      Commented on:
      Yahoo: Maybe a Takeunder?
      That sounds like a good idea.


      On Nov 19 05:12 PM Joe Bloggs wrote:

      > At this rate Yahoo can use its cash pile to buy back its own shares,
      > go
      private
      > and get out of the analysts glare. Maybe then they can
      concentrate
      > on the internet and their users without having to worry
      about
      > the money men raking through things they dont understand and
      trying
      > to put a value on it.
      View article »
    • Thu Nov 20th 11:01 AM
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      Rating: +1 0
      Commented on:
      Yang's Departure Reflects How Yahoo Was Broken
      Good to hear from an ex-insider. Yahoo is a decent company. Not a superb company, but they deserve better than to be bought by the likes of MSFT. As a customer, that would induce me to lose ALL confidence in Yahoo. Look what MSFT did to HoTMaiL--- they can't even manage something as simpe as that.

      Yahoo's biggest problems seem to have NOTHING to do with Yang. It appears they have a "herd of cats" as a BoD, some of them ornery, self-serving sell-and-cash-my-optio... cats. The economy sucks; Yahoo is FAR from being the only stock in the toilet. Yahoo is "innovating" too fast (rather than too slowly, IMHO) and getting sloppy. Every time I click on a news story these days, either of my two browsers crashes, and I got a VERY unsatisfactory answer about that from their support people. Too much Adobe flash, I suspect. On the plus side, My Yahoo Mail, "My Yahoo", Yahoo Notes, and, the crown jewels, Flickr, are excellent-- and I'd like to seem them STAY that way.
      View article »
    • Thu Nov 20th 10:14 AM
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      Rating: +1 0
      Commented on:
      Apple's Greatest Idea Yet
      Don't think in terms of text book fundamentals.

      Apple has about 8% of the domestic computer market, and about 3% internationally. MSFT Windows has MUCH bigger numbers, for historic reasons involving the evolution of Enterprise computing; and MSFT has these numbers in spite of: 1) Vastly inferior products (Windows isn't even as good as LINUX, never mind OS X) 2) Extremely high support costs 3) weak development tools. It is my expectation that Apple's computer marketshare will top 50% within 7 or 8 years, picking up momentum after Enterprise starts to capitulate. It will dawn on even the most Neanderthal IT types that Intel makes upgrading to Apple EASY; you can virtualize those nasty old Visual Basic billing and accounting programs at FULL speed on a Mac these days. Even if Enterprise moves more glacially than usual, there's ENORMOUS potential share increase ex-US as we see from the numbers above.

      This is all ON TOP of Apple's cash; it's software offerings (iApps; Filemaker: Logic: Final Cut Pro; iWorks); and the iPhone.

      I'm a nervous investor; I'll sell most of my AAPL around the time they hit 20-25% domestic computer market share. I think that's not even a "stretch goal"; it's eminently "do-able".


      On Nov 19 04:51 PM Y.I. wrote:

      > Quick question for the AAPL fans: At what price is this stock too
      > expensive?
      View article »
    • Wed Nov 19th 09:43 AM
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      Rating: +2 -3
      Commented on:
      Apple's Greatest Idea Yet
      AAPL is the ONLY stock in my portfolio I feel is a "sure thing". People don't see change when they are in the middle of it. Buggy whip makers thought buggy whips would always be important and that new-fangled automobiles wouldn't catch on; IT guys, raised on DOS, think Windows will always be important, even though it has dreadfully primitive development tools and hasn't even made the transition to UNIX (even the free-love hippies writing LINUX out code Microsoft!). One must appreciate that people who learn to write apps for the iPhone, as a side effect, would know how to write apps for the Mac! iPod = stealth marketing for the Apple Brand; iPhone = stealth marketing for the business executive; XCode for iPhone = stealth marketing for new developers.
      View article »
    • Wed Nov 19th 09:23 AM
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      Rating: +1 0
      Commented on:
      General Motors: Time to Pull the Plug
      Ye, the Chinese can't manage to produce baby formula that doesn't kill babies and they want to make cars? No doubt the gas tanks would explode! Stick to Toyota and Honda!


      On Nov 18 04:54 AM User 300370 wrote:

      > This is a lame article and shows no genuine thought on the CURRENT
      economic
      > situation impacting the US markets. It’s clear the author has
      not
      > understanding about what the world has become. The US will never
      have
      > another American car company. They will all be Indian owned
      (tata),
      > Chinese owned (Chery, SAIC, FAW) or Korean (Hyundai). Let GM
      die
      > and buy Chinese. And these new companies will not build using
      Americans
      > to build these cars and trucks. So, no more lame comments
      about
      > UNIONS. They will be using Chinese and Indians…far away from the
      good
      > US of A.
      View article »
    • Wed Nov 19th 09:07 AM
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      Rating: 0 0
      Commented on:
      The Deteriorating Bond Market
      Felix, I'm an individual investor. I hold TLT and TIP (and VILPX-munis). I plan on holding them a while. Holding ETF's and funds, do I need to be concerned about bond liquidity?
      View article »
    • Tue Nov 18th 11:16 AM
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      Rating: 0 0
      Commented on: