There is a rumour going around that GM might be buying (2) Chrysler. The rumour was based on something things that Zetsche (CEO DaimlerChrysler) said: Speculation about the future of Chrysler started earlier this week when DaimlerChrysler CEO Dieter Zetsche revealed the future of the money-losing Chrysler division was being studied, and that the company was open to (more…)
Well not yet, but that is the plan. And I wonder if investors realize the potential. My guess is that Advanced Micro Devices (really their recently bought ATI division) is poised to make a bunch of money putting graphics processors into mobile phones, and this fact is not fully priced into the stock.
I wonder if investors are able to see past the PC market, when they think about AMD. It seems that all of the focus is on their competition with Intel. Meanwhile, the graphics card market is still ripe for growth. People, I think, finally realize that ATI and Nvidia supply chips for gaming consoles, and that part of the business is priced in. But what about the cell phone market? And the cell phone market is much bigger than the gaming console market. It may even be much bigger than the PC market, and with faster turnarounds.
I am going to review the two books; Profit From Uranium and Profit from China. I want to structure my review in three parts, initial, reading it, and digested the information.
Initial: When I first received the books I looked at them and thought, huh that’s it! Fifty pages and about a third are “don’t do this or that.” Let me say that I was a bit disappointed and had some very low expectations. But I guess one should never judge a book by its cover, or page count. 😉
I saw an article at MarketWatch that talked about 3G and how it has not lived up to expectations. Well, I could have told you that in 2002. I know that I said that in 2002 because in 2002 I gave a presentation at the Ann Arbor Computing Society entitled “The State of Wireless.” In (more…)
I wrote an earlier comment about Microsoft and the Daily Show and how Bill Gates seems to have changed. David commented and I read his story about what he believes will happen regarding Vista.
Many people think it is about Google and Apple. I completely disagree! Google will be Google, but this is as good as it is going to get for Google, likewise for Apple, and for many other software companies. Though I do think Microsoft will surge in this market, which of course may seem counter-intuitive.
People are always interested in the next 10 bagger. I think the next 10 bagger will not be a You-Tube, MySpace or Google type company. The next 10 bagger is going to be a company that has a hardware and software play. For example, look at the Wii. It is taking the market by storm because it is new, refreshing and a hardware / software play. When I saw the Wii for the first time I thought, yupe this thing is going sky high!
When I saw the Apple iPhone I did not see a Wii. When I see Google I see rehashed ideas. For example I love news.google.com, but that idea is getting old. When I see Microsoft I see a utility company, but a company that will be here for decades to come.
I was watching TV and saw a new market niche, “rent a demonstrator.” Wow times have changed. As the article said it used to be people would demonstrate out of passion. Though with a busy society, and a society that is consumer based, well we are all too busy… They showed this on TV and (more…)
Last week (1,2) I talked about how the DJI should be breaking through the 12,700 barrier. We did not break through it, and I starting to become concerned. Some technical analysts will draw pretty pictures with lines in multiple directions, but we are hitting a resistance point. I like technical analysis, but use it in (more…)
If you have any monies in Venezuela I would think very very hard about it taking those monies out. Venezuela is taking another step closer to becoming a dictatorship. As I commented earlier it looked like Venezuela was moving in this direction.
President Hugo Chavez was granted free rein Wednesday to accelerate changes in broad areas of society by presidential decree — a move critics said propels Venezuela toward dictatorship.
The following is a paid review. See the notes at the bottom for more information.
Looking for a place to store your hard earned (or not so hard earned) money? Savings-Accounts.com is site that shows the interest rates available at the most popular US banks.
According to the list, HSBC is the best bet with a 6% rate on “new money”. But hurry, you only have until April 30th to get the “promotional rate”. Bank of America and E*Trade are also decent with 5.1% and 5.05% repspectively. Your corner banks like Wachovia and Wells Fargo are offering just 0.25% and 0.50% respectively. The worst offer on the list is Key Bank, with a pitiful 0.15%.
People who read my blog entries know that I am a fan of Behavioral Finance. I am mentioning this because I want to use the last sentence as a disclaimer.
Here is my grand sweeping statement:
Apple, nice knowing you good bye, Sun interesting language too bad it wont stay, Oracle go sail away.
Yesterday I watched The Daily Show with John Stewart where Bill Gates was a guest. Bill Gates normally is a geeky kind of guy and as many have said has poor presentation skills. What I saw yesterday made me think that the tide has turned. I think Microsoft is here to stay and people will overwhelmingly remember Bill Gates and Microsoft as good person. I think Microsoft will be a legacy that we accept and not regret.
