Tags: bargains, cheap
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- It is hard to defeat the giant. Google, Apple, The Open Source communty, all claim that Microsoft is evil and that their products are better. Still I am Blogging from Windows PC, and chances are you’re reading me using Microsoft software. It is not easy to change people’s habbits and Miscroft has shown great ability to defends its core markets, while competing on new markets, like mobile devices, Internet services, Gaming… Things can change, but nobody has yet proven they can really hurt Microsoft
- We, the people want cheap stuff. Snobs can still pay twice as much to get same CPU and same RAM on a Mac, but I am not going to throw all that money on a sleek design. Most of the 6 Billion people on this planet wouldn’t do so either. Developing countries are adopting Windows. They can’t afford Apple’s cool stuff. (more…)
Will Cloudonimics (Cluod Economics) be the next “big thing”? April 27, 2009Posted by deminvest in AAPL, Apple, ebay, goog, Google, growth stock, Hewlet Pacward, HP, Intel, Internet stocks, investment, investment strategies, low cost, MSFT Microsoft stock, nasdaq, Nasdaq stock, opensource, risky investments, Single stocks, Yahoo, YHOO.
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Google, Amazon, IBM and Ebay will probably have advantages in a “Cloud Economics” scenario.
Microsoft and maybe Apple could be damaged.
Solution to “no sound problem”
sudo vi /etc/modprobe.d/alsa-base
Add the following line to the end of the file
options options snd-hda-intel model=laptop enable_msi=1
Sanctions on Microsoft: USA should impose duties on European imports February 27, 2008Posted by deminvest in Dogs of the Dow, growth stock, Internet stocks, investment, MSFT Microsoft stock, nasdaq, Nasdaq stock, Single stocks, stock I own, stocks, stocks that pay high dividends.
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European Union is finding a new interesting way to finance its huge bureaucracy: they impose billion dollars sanctions on Microsoft. Yesterday they imposed one worth $1.3 Billions. A previous sanction worth $600 million was imposed a few years ago and there is a few more on the way. (more…)
Google’s answer to Bill Gates: BUY EBAY! February 8, 2008Posted by deminvest in ebay, goog, Google, growth stock, Internet stocks, investment, MSFT Microsoft stock, nasdaq, Nasdaq stock, risky investments, stock I own, stocks, Yahoo, YHOO.
Google could fire back to Microsoft: EBay is there: a cash generating machine, with its belly full of sitting dollars, without a CEO (Meg is going to step down) and unable to pursue the easiest strategy of a market leader on three key markets:
2) Online payments
3) Online telephony
Let’s start with numbers:
Ebay’s market Cap is only $37.67B. If Google had to pay a 50% premium on that it would cost $45 B to swallow it.
Ebay has $5B cash that Google would seize. Google has $14 B cash. (more…)
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Investing is a risky business for us, the people. We worked to earn that money!
Does that mean we should behave like him?
Not really. Maybe, hiding under his blanket, he is taking more risks than we do bravely facing stock market’s storms.
To figure out what is risky, we need to know what is risk for an investor.
” The most quoted measure of risk is beta — actually a measure of volatility. The general thinking is that a stock that jumps around a lot is riskier than a stock that doesn’t because the volatile stock’s returns will deviate substantially from the market average. Hogwash! Risk and volatility don’t equate. I couldn’t care a lick about whether or not a stock’s returns deviate from the market average as long as those returns are better than the market average. “
I have to agree with that. (more…)
Yahoo is a fake target: Microsoft wants Ebay! May 5, 2007Posted by deminvest in ebay, goog, Google, Internet stocks, investment, MSFT Microsoft stock, nasdaq, Nasdaq stock, Single stocks, stock I own, stocks, Yahoo, YHOO.
I 100% agree with John Gruber of Daring Fireball when he says:
Microsoft and Yahoo have the same problem: they are loosing the Internet battleground to Google!
They can’t merger because their businesses overlap:
1) both are leaders for Internet Portal visits. Unfortunately neither has Google’s ability to convert those visits into lucrative searches.
2) both are leaders in messaging systems users
3) both are still leaders in webmail usage, but Gmail is catching up
4) Yahoo’s profits are shrinking. Microsoft’s Internet activity only post losses.
5) both are threatened by Google, but neither has any clue about how to fight back
Two companies with large overlapping businesses merge to reduce workforce, cut expenses and raise profits. They don’t merge to boost growth. Actually it would be a suicide to fire talents that Google would be more than happy to attract.
Actually Pete Cashmore says that talks between Microsoft and Yahoo are not happening.
So why those talks about a Microsoft – Yahoo merger?
I think it is a test for the real thing.
Microsoft wants hints about what may happen if they announce their public offer on Ebay.
Why should Microsoft aim at such an expensive ($42B) incompatible looser, when they can bet Ebay, a total winner at about the same price (46B) ?
Ebay is a great Internet Company. Market leader on: (more…)
Yes: bargains. Those healthy strong growing giants are cheap now. Does it make sense to you? To me no. Maybe it is because senior (old) stock-markets gurus walk toward the future with their head turned back toward the past. They are still scared of the .com bubble and can’t see great .com growing so strong and making so much money that they don’t even care for Wall Street and financial gurus.
With my simple fantasy I see a magic box.
There is a computer inside.
This magic box is connected to the Internet and there some software installed on the computer inside…
And guess what:
everyday there is a huge line of 300.000 people. Each one wants to throw a $1000 bill at the box. They don’t want to take anything out from the magic box for the money they have thrown at it.
Would you like be an owner of that box? I do!
Ebay and Google are such boxes.
In year-span 2004-2006 NASDAQ was up 23% while:
S&P 500 was up 35%, Europe up 65%, Japan up 45%, emerging markets up 100%.
So NASDAQ really underperformed. (more…)
Will Microsoft buy Ebay? Why should MSFT swallow EBAY? July 27, 2006Posted by deminvest in ebay, growth stock, investment, MSFT Microsoft stock, Single stocks, stock I own, stocks.
If Bill Gates was still doing business it would have already been done. Microsoft should take advantage of EBAY’s very low stock price to take sudden world leadership on:
2) Payment Systems
There is also a funny coincidence: (more…)