Jeopardy D

6 Comments

    • Ballmer Confirms Yahoo Brand Will Live On - MSN's the Likely Casualty [view article]
      Live can compete with Google Apps, while Yahoo is consumer-facing. I think there might be an advantage to distinguish the two. Feb 08 09:50 PM
    • Decision Time For Yahoo [view article]
      Well, MSN is a much smaller brand. I think it will be more like Yahoo-Live team, where the Live is responsible for the Web Apps. Feb 06 09:39 PM
    • John Hussman: Long-Term Investors Should Be Disturbed by This Market's Rich Valuations [view article]
      It's only meaningful to compare HSGFX with SPY over a full market cycle. Jul 16 07:55 PM
    • John Hussman: What Happens When No One Is Left to Hold the Bag? [view article]
      "never mind that these earnings are also on record profit margins, so that the market is also implicitly pricing in permanently high expectations for these margins -- on normalized margins the P/E would be above 25"

      I think this is a valid argument. If we are seeing the peak earning, then P cannot go up much w/o E further expanding.

      BTW, he is running a long/short fund with an important goal of reducing volatility.       Jun 25 09:34 PM
    • Salesforce Taking On Bloomberg: Merrill's The First Catch [view article]
      Dell and Cisco are the hardware suppliers and they have both recently bought unusually large chunk of extra seats from CRM. Hm, somehow this smells like a "barter deal". Feb 26 10:27 PM
    • Will Cisco Be Salesforce's "Largest On-Demand CRM Customer Ever"? [view article]
      Please read the conf. call script, then you will have a clue.

      "Next Tuesday in New York City, we will announce our largest deal ever; a major customer expanding to 25,000 subscribers, 19,000 which are net new subscribers in the fourth quarter."       Feb 22 10:08 PM
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