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the video revolution going mainstream
(2006-10-06 10:29:29)
today'srumorGOOGisintalktobuyYouTube
imhothisisthesignthatthevideoonline,whichhasbeenavanguardoftherevolution,willofficiallybecrownedasthenextmedia,
frontandcenter
leadingbeneficiariesareAKAMCSCORIMM,thesewillbethetrueWeb2.0
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AKAM CSCO RIMM leaders of 2007
(2006-10-06 08:48:14)
2megamajortrends:videoonlinetraffic,wirelessdata,RIMMisboththeequiepmentandthedevicemakers,thenextAAPL
iflazy,buydipinTTH,[閱讀全文]
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feeling deaning to follow the trend followers
(2006-10-04 21:05:42)
whatSorossaidofhimeself,butIguessapplicableforallthosesharpeyesspottingthenewtrendearlierandbetterthaneveryoneelse[閱讀全文]
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there is always a bull somewhere, TTH
(2006-10-04 18:03:04)
smh,swh,bbh,hhh...allsoyesterday
TTHthebullfornextyear,
probablyriskingstatingtheobviousbutIthinkwefinallyfoundthenextkillerapp,afteremailfortheweb1.0,thevideo,
mywifejustpickedaPalmtreo750wafewdaysagoandshehasbeenlostintakingvideosofkids,andwillbesendingtograndma'sinChinasoon.
thinkaboutthepotentiallyx100timestrafficincreaseonthefiberpipes,switchesandrouters,
forthelast5yearst...[閱讀全文]
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bond market saved the world
(2006-10-04 15:28:50)
homeownerstrappedbytheadjustablemortgagenowhaveplentyopportunitiestore-fiintofixedonesnowthat10yearyieldisbackat4.5x%
letthatmoneybespent,
(orbetteryet,putintostockmarket,bigcapthatis)[閱讀全文]
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2 example of secular growth
(2006-10-04 07:47:56)
RainorShine,somecompanieswillgrow.Soaretheirstocks.
1,PG:oneofthetopbeneficiaryofglobalization,theyaddbillionsofnewcustomers,
2,CHL:professor'spickbutwhatabeauty.RecessioninUSornot,Chinesemobilewillleapforward.
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since May, it has always been about safety
(2006-10-03 19:35:20)
therewere5classesatthebeginning,gold,oil,naturalgas,Chinastocksanddefensivestocks,
first3droppedoffonebyone,bondandfinancialsaddedin,
techenjoyedalittlevalueadjustment,afewyounggunsarenoticeablystrong(AKAMandtoalessdegreetelecomequipmentmakers)duetotheonlinevideorevolutionandthetrendofsmartphone,Americansfinallystartedtocatchupwiththeworldanddumpen-masstheirfirstcellphonespurchasedin90s閱讀全文]
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THE ONE to buy dip: PGWC
(2006-10-03 12:48:28)
aslongasnooneattackthesalesnumbers,
ifthat'sthecase,buyitandlockitupandlookbackin2months,
daytosell:whentheyannouncethereleaseofthatTVstreamingproduct,
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PGWC dust will eventually settle
(2006-10-03 09:02:19)
todaytherearepositivearticles...if,andabigifofcourse,iftheykeeptheirsaleandprofitnumbers,$5isagivenin2or3months,
iftheCEOisreallytheproblemperceivedbythemarket,thenhecangetallhisloss(currentat>10m)backbyjustresigningIguess,
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daytrading QCOM
(2006-10-02 09:25:00)
10dayhourchart,6mlasthouratbottom,
thelawsuitremindsofRIMMwhenitlostthecase...seemsverydirtyonBRCM'ssidesinceitwenttoacommitteeinsteadofacourt,andit'sseekingahugedamage(shutdownallQCOM)notreallyproportionaltotheclaimedoffense,sameasRIMM'scase,
justasRIMM'sservicewasnevertobeshutdown,thechanceforthecasenottosettleisbasicallyzerointherealword,[閱讀全文]
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