Dell Makes A Purchase (Whoopee!)
File this one under “you’ve got to be kidding me.” > Some people are all excited that Dell Chairman Michael Dell,...
Old Stars Don’t Lead New Bulls
One of the most common errors investors make is going back to their list of old favorites: These typically include the former superstars...
Microsoft is in crisis?
I frequently discuss Microsoft, and for many many reasons: They are a tech bellwether, a huge part of the S&P and Nasdaq 100 (and a...
Google vs Microsoft: Part II (NYT’s Version)
Last week, we discussed Google’s spreadsheet and word processor in context of a $300 PC offer from Dell; The PC — monitor...
Young FrankenSteve (or, Ballmer goes Beserk)
This is so f%*&ng funny, I had to interrupt today’s market debacle for a quick laugh: > >You may now return to your...
Enron Trivia Question:
Okay, by now, everyone knows Ken Lay and Jeff Skilling were found guilty on most of the charges. I am more interested in a trivia...
Free Enterprise Action Fund ?
At Bloomberg the other day, I met Tom Borelli, one of two guys who manage the Free Enterprise Action Fund. I was kinda surprised by their...
A few words about Microsoft
There is an old market saw about how the leaders from one bull market are not the leaders in the next bull market. That’s true for...
Will XMSR Customer Complaints Kill its Stock?
Over a year ago, I noted the decaying customer service quality in a few companies: In particular, Dell got named as a significant...
Rodman & Renshaw: Mr Spitzer will see you now . . .
Is it possible that Wall Street — or at least some parts of it — failed to learn much from the Eliot Spitzer led...