IBM Suing Amazon over Patents
Last week, I gave IBM the nod pre earnings for a number of separate reasons. One of the factors in our analysis was their rich patent...
We’re # 2!
I’ve been a big critic of Dell over the past 2 years, but this news surprised even me: Dell slipped to number 2 today in PC sales,...
Google Buys YouTube — for Free
> Google agreed to buy privately-held YouTube Inc. in an all-stock deal worth about $1.65 billion. Rumored since last week, the news...
Blog Spotlight: Mish’s Global Economic Trend Analysis
Another edition of our new series: Blog Spotlight. We put together a short list of excellent but somewhat overlooked blog that...
Blog Spotlight: The Mess That Greenspan Made
Today we start a new series: Blog Spotlight. We put together a short list of excellent but somewhat overlooked blog that deserves a...
What Does Wal-Mart’s Prescription Drug Plan Mean?
Retailing giant Wal-Mart announced a new program that will offer consumers $4 prescriptions for generic drugs (you can see the full list...
Zune, Microsoft and Corporate Culture
What do you think of the new Zune? That question led to fascinating discussion about Microsoft on Thursday. What they do, how they work,...
R&D: The current state of affairs
I am not a big fan of share buybacks. I have said in the past that my first priority would much rather be R&D versus a buyback; A...
About Those Earnings . . .
One of the main Bullish arguments has been that very strong Earnings are not signalling a major slowdown. I find that argument...
White House Medicare Accounting Tricks
From this week’s Barron’s, comes the latest bit of fiscal dishonesty from the White House: "THIS SPACE...