The separation of Google from Apple is in itself telling. People are saying, its about time and that there were plenty of conflicts. Sure, that’s all baked into the situation. But why did this happen now? Why not earlier? Many say, its because Google is competing with Apple in the mobile, and netbook (even though (more…)

Jason in my article on why I like High Frequency Trading wrote the comment. However, when I think to set orders like this I always wonder “Why would the price of stock X drop 5-10%?” It could be a buying opportunity like with your recent trades. But what is the % chance that it is (more…)

I happen to like High Frequency Trading even though many in the industry are crying over their split milk. Let me illustrate what happened to me quite recently. I wanted to get a position in ROC. But I did not want to chase the market or over pay. So I do what I have been (more…)

This Yahoo deal confirms a suspicion I have been holding for quite a while now. Microsoft is spreading itself too thin. Think hard about this, here are the competitors to Microsoft’s business: Google: Online, search, email, cloud computing IBM: Server software HP: Server software Oracle: Database and business software SAP: Business software Apple: Desktop and (more…)

I am not going to say that you should not buy companies with strong balance sheets. What I am going to talk about is that strong balance sheets are just another indicator and by themselves are not something to go after. The big boys of tech have reported earnings and let’s look at the results. (more…)

Yes I used the word crap, and I do mean it. What gets me about this high frequency trading article and issue is that I feel it is sour grapes. Here is what I heard from the woodwork. It seems that high frequency trading has been something new. But in fact it has been around (more…)

In June I wrote a blog entry on how Microsoft has become a zombie corporation. Well earnings was released and as Pete Najarian said, “how is it that Wallstreet got it so wrong.” Well Pete if your network CNBC was not so busy bashing bloggers as know nothings maybe you might be able to glean (more…)

I see that the healthcare debate has taken a completely ugly turn in America and that is unfortunate. So what I want to do is separate fact from fiction in the health care argument and then talk about what I think works and does not work. What I will do is talk about the healthcare (more…)

I was listening to CNBC and its special on the porno industry and how illegal downloads are making it hard for porn. I just thought of that and laughed because recently in Switzerland they talked about the state of the porno industry. According to the article the problem with the porno industry is not theft, (more…)

Karen Finerman could not understand why Intel is doing well, and not Dell. Let me explain what is going on. I have a metric called the notebook popularity and it is based on the conferences I attend in the US and Europe. Whenever I am in a session room I always make a mental note (more…)