Ralph F

Total Rating:
+4 / 0

169 Comments

    • Mon Mar 31st 06:00 AM | Rating: 0 0
      Commented on:
      Can Blogs Beat CNET?
      There's was a good follow up to this discussion in the NY Times:

      bits.blogs.nytimes.com.../
      View article »
    • Thu Mar 27th 16:25 PM | Rating: 0 0
      Commented on:
      Time To Short the British Pound?
      I don't think it's easy to get a borrow on, is it?
      View article »
    • Thu Mar 27th 15:27 PM | Rating: 0 0
      Commented on:
      Time To Short the British Pound?
      Is there any way to short the UK pound using ETFs?
      View article »
    • Thu Mar 27th 15:00 PM | Rating: 0 0
      Commented on:
      Raw Data Report: Family Restaurants
      Excellent.
      View article »
    • Thu Mar 27th 14:31 PM | Rating: 0 0
      Commented on:
      Jim Grant on Fed Monetary Policy
      Great excerpts.
      View article »
    • Thu Mar 27th 03:40 AM | Rating: 0 0
      Commented on:
      CDNs Prepare to Benefit from Higher Bitrate Content
      I think the biggest driver of bandwidth use is the Flip Video. I just purchased one, and it's fantastic -- it makes taking and sharing video amazingly easy. For example, you can upload a video to YouTube and share it with family. By opening the video sharing market to millions more people (it only costs $150 and is the same size as a small digital camera), that's got to result in huge increases in bandwidth use. If you haven't seen the Flip Video, here's the product on Amazon:

      xrl.us/bigo3
      View article »
    • Tue Mar 25th 17:08 PM | Rating: 0 0
      Commented on:
      DoubleClick: Google's Profit Margin Killer?
      Google has its own ad serving platform that is free -- Google for Publishers. It will be interesting to see how Google handles the subscription-based DoubleClick ad platform in light of that.
      View article »
    • Tue Mar 25th 17:06 PM | Rating: 0 0
      Commented on:
      United Technologies Should Hold Up Well in a Recession
      I'm always baffled by this sort of article. If you're worried about a global recession, surely you don't want to own any stocks? Why not just 100% to cash?
      View article »
    • Tue Mar 25th 16:49 PM | Rating: 0 0
      Commented on:
      Canaccord on Online Travel Stocks: Buy CTRP, Hold PCLN, EXPE; Sell OWW
      Eric, any thoughts of your own on these stocks?
      View article »
    • Tue Mar 25th 14:47 PM | Rating: 0 0
      Commented on:
      Bear Stearns Launches First Ever Active ETF
      Bear Stearns launching a bond fund? It almost reads like a joke.
      View article »
    • Tue Mar 25th 07:44 AM | Rating: 0 0
      Commented on:
      Google's Revenue Tracking Below Street Expectations - Piper
      I've heard anecdotally from some AdSense customers that revenue per click was down sharply in January, and has recovered in February but not to December levels.
      View article »
    • Tue Mar 25th 07:37 AM | Rating: 0 0
      Commented on:
      Turbulence in the Wireless Industry: Who Benefits?
      Nice overview. This focuses on developed markets, particularly the US. But in developing markets, where the opportunity is arguably much larger, the race is for basic voice access, not for data services.
      View article »
    • Thu Mar 20th 18:16 PM | Rating: 0 0
      Commented on:
      Intel's Classmate: Driving HP and Dell to AMD?
      What operating system does the Classmate use? The Asus Eee uses linux instead of windows. If the Classmate also uses Linux, that's also an interesting break between Intel and Microsoft.
      View article »
    • Fri Mar 14th 11:17 AM | Rating: 0 0
      Commented on:
      Lessons from the Toyota Prius for Alt Energy Stocks
      The marketshare numbers for the Prius are amazing. I wonder how long Toyota can keep that up for.
      View article »
    • Fri Mar 14th 07:23 AM | Rating: 0 0
      Commented on:
      Off-Target Reporting on TGT Credit-Card Portfolio
      Excellent article -- I'd read the WSJ story and had assumed that this was great news for the other credit card stocks. Your article now clarifies that this isn't the case.

      Perhaps the key remaining positive for the credit card stocks is that the Target deal went through at all.
      View article »
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