The knock down drag out, fight of the Grizzly Bears, Microsoft and Google, is just getting started. The owners of Yahoo shares are not amused.
Friday, July 31, 2009
Posted by Jack Miller at 7/31/2009 02:20:00 AM
Friday, July 24, 2009
Only one year ago, petro dollars were flooding out of the USA. The chant in the summer before the election was "drill, drill, drill". Successful drilling that was done over the past several years has produced an abundance of domestically produced natural gas, 80 years worth of discoveries at current usage rates. The discoveries have been so large that gas drilling rigs are being moth balled.
Posted by Jack Miller at 7/24/2009 11:24:00 PM
Thursday, July 23, 2009
The current bull market began on March 9; it has a long way to run. Even after average gains of about 40%, stocks are still very cheap. The wet blanket of fear that covered the market and the economy is drying quickly.
Posted by Jack Miller at 7/23/2009 10:59:00 AM
Sunday, July 19, 2009
PC World just posted an article saying that their money is on Microsoft in the Microsoft--Google Office App War. I put my money on Google.
Posted by Jack Miller at 7/19/2009 04:59:00 PM
Thursday, July 16, 2009
Nokia is the number one seller of cell phone hand sets. I suggest that Nokia gained this lofty status as the un-cola of computer software. In the decades when I and others had no real choice but to buy Microsoft upgrade after Microsoft upgrade for PCs, there was determination by consumers to not let Microsoft gain a monopoly on phones and or on TV set top boxes. While Nokia's symbian software was an easy alternative to chose, it has never become much more than "telephone" software.
Posted by Jack Miller at 7/16/2009 11:36:00 AM
Wednesday, July 15, 2009
The animal (stock share) spirits are out and about. They are being summoned forth by surges in earnings at companies such as Goldman Sachs and Intel, by a refinancing surge in the housing market, by the clunker car program, by the continuing surge in Internet usage and by a new China surge. Even the stimulus spending of the government is going to have a temporary effect over the next several months.
Posted by Jack Miller at 7/15/2009 08:31:00 AM
Tuesday, July 14, 2009
"News sellers" have been quick to pick a champion, Google or Microsoft, in the latest battle of the Titans. If you do a Google News Search for "Kill", the top article is from PC world. Before you get to articles about killings in Afghanistan and the killings of parents of 9 adopted kids in Florida, the story is that Microsoft will "Kill" Google because Microsoft will allow corporations to store their own Office Online Documents. What do you think, is this response from Microsoft so powerful that it will "Kill Google"?
Posted by Jack Miller at 7/14/2009 06:22:00 PM
Monday, July 13, 2009
Sprint has announced that it will demand that its suppliers include WIFI in handsets. This is one of those inevitable, forced moves that lower the price of technology to consumers. The public often thinks that businesses set the price for goods and services. In reality, if consumers will not pay the price, the good or service is discontinued or the price comes down to what the consumer will pay. More frequently, some consumers pay the high price but others balk until a competitor offers a better deal and then the whole industry must adopt the lower price. Yes, the price for mobile Internet service is coming down. T-Mobil is offering their high usage plans for $30 per month less than AT&T iPhone plans. It has to be that some of the extra charge by At&T is extra profit for having a lock on iPhones. As other phones approch or pass the quality of the iPhone the price spread will narrow by the lowering of the AT&T price.
Posted by Jack Miller at 7/13/2009 10:06:00 AM
Sunday, July 12, 2009
Posted by Jack Miller at 7/12/2009 10:34:00 PM
Friday, July 10, 2009
One of the many fears currently held by more than a few is the proverbial fear of the "Double Dip Recession"; we just had it! Did you notice? This Bull Market, the one that began around March 9, 2009, just had its "correction".
Posted by Jack Miller at 7/10/2009 08:18:00 AM
Wednesday, July 08, 2009
Over the past couple of weeks, Google has made major announcements which have greeted with a bell curve of excitement, yawns and "pooh pooh". Many financial and IT "experts" have been among the "pooh pooh" crowd. Experts are often so deep in the forest that they can only see trees and not the big picture.
Posted by Jack Miller at 7/08/2009 04:30:00 PM