Network Effect

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    • Tue Dec 2nd 09:29 AM
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      Commented on:
      Microsoft and eBay Team Up: Desperate or Brilliant?
      eBay is becoming / building a search engine. Sellers/advertisers will someday be charged click through fees rather than listing fees or FV Fees and eBay will potentially increase its PayPal cut a little bit to make up for the difference. They will also split up auction listings from fixed price listings somehow and the "new eBay" will be seperated from the "old eBay" to allow the "old eBay" to thrive again. eBay (and its stock) will rise again, it just may take a while. These things that they are doing are starting to work, and they are starting to actually repair the damage that has been done so that many will be able to succeed again. The whole key to eBay is that many can succeed, not how many sales they can produce for a small number of sellers. And I think they are starting to realize this.
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    • Sun Nov 30th 22:49 PM
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      iPhone vs. Netbook: Which Will Be the Biggest Gaming Machine?
      iPhone will win first. But Netbooks, and then Apple desktops will follow. iPhone will beat Gameboys of the world relatively quickly - by next Xmas, it will start to aproach iPod-like market share. Netbooks and desktops will beat the Wii's and XBox's of the world eventually, it will just take a little longer - 2-5 years maybe. Apple's ecosystem is going to steamroll industry after industry after industry ... the snowball, at this point, may be unstoppable.
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    • Thu Nov 20th 09:13 AM
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      Exploiting the Downside of the Markets
      he's short already, and he wants people to sell him the stock so he can buy it from them at these levels.
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    • Sun Nov 16th 09:57 AM
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      Rating: +2 -1
      Commented on:
      Should Apple Consider Buying Yahoo!?
      how about Skype? makes sense on so many levels.
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    • Tue Nov 4th 09:32 AM
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      Commented on:
      Apple Rumors: Mac Upgrades and iPhone Production Drop
      video games will be the Apple killer App for XMas, via iPhone, ipod, touch. parents can get their kid a phone and video game player in one.
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    • Mon Nov 3rd 15:56 PM
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      Commented on:
      RIM Faces a Critical Month As Apple Gets Tough
      Does anyone find it interesting that RIM launched the Bold in the US on election day? Seems like an excuse for why people aren't lining up for the Bold to me.
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    • Tue Oct 28th 15:43 PM
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      Reconstructing Apple Earnings, Including iPhone
      Amen brother. Andy, I hope you stick around. Nice to have someone who doesn't talk out of both sides of their mouth. Keep screaming this stuff from the mountaintops. That said, I think a lot of the comments here are correct though - corruption is rampant on wall street. It's the reality, but it's not right, and it's not sustainable. Fortunately, it appears that regulators might be opening thier eyes to this underhanded crap that's been going on in the markets for the last couple years (a lot longer I know, but the last 2 years have been ridiculous). When a market is dominated by traders rather than investors, and those traders are connected to the media, it's not a market, it's a scam. If this kind of activity keeps up, there will be no market. Fortunately, that's not an option, so something tells me that analysts and "wall street journalists" are going the way of the dodo bird (or at least they will become a lot less influential over the market). They nailed Blodget to the cross for saying "let's put some lipstick on this pig" 10 years ago - they will do the same for the manipulators on the downside this time around as well.
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    • Sun Oct 26th 20:32 PM
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      The Skype's the Limit
      completely agree. skype is as big an opportunity out there as anything today. the problem is not what the possibilities are for this business model - it's the execution on those opportunities. skype could have won what apple is going to win with the app store. but now it's probably too late for skype to win that game. and if they don't watch out, Apple will continue to take away the opportunities one by one. but if they right the ship, and start executing on even just a few of the really big opportunities that are still untapped, it will be worth quite a bit more than they paid for it. but if ends up just being a service where they generate revenue from phone calls, it may still be successful, but it won't be anywhere close to what it could be.
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    • Thu Oct 23rd 17:05 PM
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      Commented on:
      Apple Analysis: When Leaders Don't Lead
      @ zach - i think you are spot on - stocks no longer have anything to do with the underlying asset. big money may use the fundamentals of the underlying asset (or company) as a reason to explain why they are trading it a certain way, but only if it suits them. and if the fundamentals contradict their trade, they find some other reason to justify why a stock should trade in the direction that they have traded.

      so my question to you is, should a stock have anything to do with the underlying asset? and if not, can you explain how the stock market is anything more than one big scam?
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    • Thu Oct 23rd 09:49 AM
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      Commented on:
      Apple's 'Real' Earnings: Up Almost 125%
      Keep up the good work Andy - I don't understand why people aren't talking about this either. The conspiracy theorist in me thinks that everyone else is sweeping it under the rug because they aren't long yet and don't want the stock to get away from them before the market turns. Apple's underlying fundamentals are literally off the charts, and you are one of the few who are actually talking about it. Analysts are continuing to lose credibility and if they don't watch out, they may make themselves completely irrelevent, if they're not there already.
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    • Tue Oct 21st 15:49 PM
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      Earnings Preview: Apple
      @ dsp - exactly. wall street is all about pump and dump or smash and grab. that's what makes a market. er, i mean con.
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    • Sun Oct 12th 15:00 PM
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      Good News For Google Investors: YouTube Click-To-Buy Feature
      It makes sense to me that this is the way that you monetize it, but it's all in the numbers. If Google reports numbers regarding this feature then they will be good and they will have another potential home run on their hands. But if they don't report numbers on it (like Amazon has not reported numbers for Kindle, and Google will probably not report numbers for Android), then the numbers are not compelling. Every time another attempt at making money fails, Google slides further and further into yesterday's news. Google is a lot like Mike Tyson - Tyson was percieved to be unstoppable early on, until Buster Douglas knocked him out. He hasn't won a lot of fights since the Douglas knock out, and each loss since then has continued to deteriorate his reputation as unstoppable. Google was percieved to be unstoppable early on too, until they tried to make money at other things. They haven't won a lot of fights since that first knock out either. And if Android and this attempt to monetize YouTube don't work, Google's reputation will continue to deteriorate as anything more than a one-trick-pony.
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    • Thu Oct 9th 09:26 AM
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      Research in Motion's Storm: Why It Matters
      couldn't agree with your final statement. this is make or break for rimm. if they can't show traction on these new product lines, RIMM will need to be bought to survive. my guess is that iPhone is going to lay waste to any competition like the iPod - it's the ecosystem that is the moat around the iPhone, like iTunes around the iPod. but like with iTunes, it is going to be very difficult for anyone to gain any traction because the iPhone and the AppStore already exist and have a huge head start. RIMM will be bought by MSFT, GOOG or HP within 6-18 months. and even then, the combination of the two wont be able to compete with Apple. this game is over already. Apple has just won a very, very big revenue stream of the future. next industry to go down ... video games. maybe this Xmas. again, the ecosystem will prevail. and Nintendo, Sony et al will be playing catch up to an rapidly growing ecosystem like with iTunes and AppStore.
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    • Sun Oct 5th 11:33 AM
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      Google Phone: "Dream Phone" Might Be a Little Strong
      folks, take a cue from the Kindle hype, the Bold hype, and all the other iPhone Killers hype, if you don't see numbers, they're not selling. Android will be thrown into the war chest of things that Google tries and fails at because they think they can do anything. their hubris is their biggest achilles heel. but that's not just Google. all the titans failed when they got too big, because they were no longer nimble and they had been drinking their own KoolAid too long.
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    • Tue Sep 23rd 17:23 PM
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      Google's G1: A Paradigm Shift in Mobile Phones
      you are drinking too much of that google KoolAid buddy. the game you are talking about is more than likely going to be won by Apple. you are right, this is the future. but google will not win, and all signs point to that apple will. pretty soon, large companies are going to start partnering up to beat Apple because they are having so much success with the AppStore and all of its hardware. it will steamroll industries. i think EBAY, with Skype and PayPal, is ripe for the picking because it's cheap and they have all the tools for a mobile commerce platform. and so is RIMM because their management is top notch and they already have the base of users in the mobile space. one of these companies will be bought out in the next 1-2 years.
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