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
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…)
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…)