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y con las diosas y con la musica. eom.
iPod coming to Bose and Circuit City
http://biz.yahoo.com/prnews/030715/sftu062_1.html
Cool to talk stocks again
http://biz.yahoo.com/ap/030714/na_fin_us_stock_talk_1.html
but I'm betting not for a real long time.
bubbly-bubble-boo :).
making money, but it seesm to get harder
Finding Nemo
Still #5 at weekend box office, going to over $290 million and is, so far, the biggest movie of the year. Terminator 3 dropped to #3, box office take down 50% from last weekend, showing, IMO, some hope that America's taste has improved :).
The bubble lives on: quality of earnings S&P 500
http://www.nytimes.com/2003/07/13/business/yourmoney/13WATC.html
Taken together, earnings at many companies are not what many investors think they are, Mr. Bianco said. As a result, these company shares sport a higher cost, in the form of a price-earnings ratio, than investors believe.
He analyzed results at each of the S.& P. 500 companies over the last 11 years, viewing earnings and accounting practices over an entire economic cycle. Then, he adjusted the companies' reported earnings for special charges, stock-option grants and overly rosy pension assumptions. What he found was that in 1991, the adjusted earnings were roughly 18 percent less than those the companies reported to shareholders: $15.91 a share versus $19.50 a share.
Shifting to 2002, the difference grows vast: earnings adjusted for the funny stuff were 41 percent less than the profits reported to investors.
The article goes on to highlight the specifics of companies such as Texas Instruments and eBay.
Ron
Quicktime only, thank you very much
From the Oregon State Park website:
Help: If the panorama doesn't load correctly, or if the Windows Media Player program tries to load and play the panorama as a movie, chances are you don't have Quicktime installed. Download Quicktime for free to view these images.
http://www.oregonstateparks.org/yurts_deluxe.php
If it can work in Netscape, shouldn't it work in Safari without too much trouble. I have found a couple of sites, such as meg-a-buck, that have not worked. Others, such as my bank and fidelity (that work in Netscape), have been fixed in Safari.
Ron
Safari problems--have you clicked on the bug?
Every site I have sent a bug report on has been fixed in a subsequent release. They are, I am led to believe by this and by other feedback, really listening.
Ron
"As we saw in the last election, it doesn't take much to swing even a Presidential race. "
That is correct, just a Supreme Court, appointed, in part, by one candidate's Daddy or by the Pres. under which said Daddy served as VP.
Yeah it is off topic, but I figure since our Asst. Moderator can get in a peeing match over a bike race, its Katy Bar the Door for the Rest Of Us.
Ron
Zanny, "One thing is to be a Mac user and another is to take the Mac out of context. It's just a better box."
It is that. I agree completely with that.
Wooly stuff needs washed too often, by hand and with woolite.
Ron
The company
Well, the company my wife works for may be out of existence within a month or two ;), they have laid off over half the workforce and their survival is in question. If they pull through, I'll enter the info. Might not be good to have a defunct corporation on the list so early in the list's life :).
Ron
Mac is not a computer anymore.
A PC still is.
You are wrong.
Ron
"Macs just aren't computers anymore"
Guess it depends on whether one has a static or dynamic definition of what consititutes a computer. Nothing is just a computer anymore, if your definition stopped at the point of 4.77 mhz, two floppy (or 5 megabyte hard drive) IBM PC-XT's. that was back when one could enter 20 cells of data Lotus spreadsheet and then watch the last 5 or so pop up on the monitor cause it could not keep up with the speed of manual entry.
If your defintion became static at the point of a TRS-80 or a Commodore with a cassette tape drive, the XT wasn't a computer anymore.
If your definition stopped with an Apple ][e, the Apple Lisa was not just a computer anymore.
Gotta move with the times :).
Ron
Scottie,
This is the Captain, Engage filters.
Aye Cap'n, I don't know if she can take it.
Push her Scottie, there is too much noise
Aye Cap'n, I think I can hold her together.
labels
I'm kinda a cotton kind of guy. I drive a '93 subaru wagon and while I have a pair of levis somewhere, I did pick up another pair of Kirkland jeans at Costco for $12.99 this week. You know what, they last as long as the Levi jeans :).
Although it is becoming more difficult, I buy t-shirts without a message from the maker. I agree, if they want me to be a walking billboard, they had better talk to my agent :).
Ron, off to see the sand scupture contest downtown and to take my mother to see her grandaughters. She flies out tomorrow and then live returns to what passes for normalcy around here
Ron
It has been a good week
investment wise. In fact it has been a real good two months. Have good weekends, and with any luck and good choices may it be another good week and good couple of months to come.
Ron
I doubt that I have anything to offer.
My mastery is with data sets and statistical analysis/data reporting using the SAS programming language. Bill can, I am sure, run circles around using whatever data base he is using
romn
Was a typo 29.55. Didn't notice :)
including files/images
it is in the FAQ, which I think is under the tools link
Welcome Zanny,
It is good to see you here. Enjoy.
Ron
Opened a position
in PAYX @ 26.55 @10.27 am EST.
transparent ron
OT: Another stock
I've put PAYX on my watch list. Anyone follow this one?
Ron
State budget woes
Yep, we've been talking about that for the past year in relation to Apple. Increased demand for Pro models with the G5 might help mask some of the drop, but the states are in big trouble--and the federal response is more tax cuts for the wealthiest Americans. The class war has been temporarily won, by the wealthy, but in the process they are killing the golden geese (the labor force) that is in no small part responsible for the creation of the golden goose. They are killing it through the chronic underfunding of education, by cutting off access to higher education by forcing public colleges and universities to go to tuition for an ever increasing portion of their funding (a trend that started during the Reagan administration), and by allowing the physical infrastructure of the country to deteriorate.
It is short-sighted.
Ron
Chas,
I will not switch to the short mode....god, being long can be nerve-wracking enough :). Looks like earlier today may have been a good time to short Yahoo.
I am working on capital preservation, not losing what I have gained this year. My goal was to gain 10% in my self-directed account. I am up quite a bit more than that now--around 20%. I don't care if I do much more for the year, and I sure am not going to take any big risks (as in how much I put at stake and what I put it at stake in). I might do a risky bit with a small bit of money, but no big bets.
Ron
From the Popular Mechanic article, and worth repeating:
MSN Messenger for Windows has a similar offering, but we found it to be a stuttering, herky-jerky experience. By manufacturing the camera, the software and the computer, Apple is able to create a smooth experience that is out of sight.
Panther not 64 bit
How important is that in the overall scheme of things? From the article, it sounds like it is a really good thing, allowing a less painful transistion for software companies. In fact, the article made it sound unlikely that the bridge betwixt 32 bit and 64 bit would be removed for some years--given the fact that it will be a year (as I recall) before the G5 is even available in the iMac. Add to that a few years before G5's predominate in Macdom and.....
Ron
YHOO and DNA
Are down in after-market. Duh.....they are both sporting P/E's in the triple digits. How could anyone who lived through 2000-2002 have money invested in them, other than as a short term play? I don't get it.
Ron
Nifty feature where you can block a whole thread
I will have to try that. There is one I would like to do that to. As my son said after mixing shampoo, soap, mouthwash, toothpaste, toilet paper and a baseball in the bathtub "It was [will be] a spear-a-mint (experiment).
Thanks for the tip
Close look at TIVO coming up on CNBC. eom
Why I don't like holding stocks for earnings
Another message in Cotton's post could be "why it might be good to have some of yo (yo pronounced the same way that Sen. Sam Ervin used to say it) money in diversified mutual funds." :).
ron
langostin0, tsk tsk
And Barbara Boxer and the rest of the pimps
It is not nice to call such a fine senator a name like that on a board like this. Naughty, naughty;).
Can't any competent Directory Services set-up handle this, such as the one from Novell, or Apple's or Sun/Netscape's, or maybe even Microsoft's?
I think they can, so why in world would an enterprise go to the expense of dedicated software to do it, when they have the capacity with existing software?
I ask this with some trepidation, cause I know 2b is probably both more interested in and more expert in these things than most of us :).
ron
Adobe and Apple
On the front page of todays business section is a headline that reads" Adobe Snubs Apple platform with new software" In the article Avi Greengart, Jupiter Research analyst is quoted "Intenionally or not, Apple is pursuing a stragegy that locks out their third-party software vendors."
This while there are a couple thousand open source developers in town for a Reilly conference.
Ron
storage options
I dunno. I am up to close to 40% cash. Kathy's account is at 75%. I am waiting for a good opportunity to pick up a few cases of sterno inexpensively and to upgrade the emergency housing to lightweight oriented strand board, marine quality, for the Pacific Northwet winters.
Ron
Adobe dumps Apple support for
n unveiling its new desktop multimedia software, Adobe (Nasdaq: ADBE - news) Systems has thrown its weight behind the Windows platform at the expense of Apple's (Nasdaq: AAPL - news) Macintosh (news - web sites) operating system. The decision to drop support for Mac in these new audio/visual applications signals that Adobe is breaking its traditionally strong ties with Apple, based on bottom-line considerations.
http://story.news.yahoo.com/news?tmpl=story&u=/nf/20030707/bs_nf/21857
dilleet, sold 1/2 of remaining IIJI for 129% gain. New retirement account balance :). eom.
MSFT may be up some and be part of the indexes
but I don't own any :). IIJO, OTOH, is up over a buck on the bid and over 250K shares have traded. Don't know if it is part of any indices, but this is crazy, man :).
Ron
Formations Incorporated
A small museum design firm in Portland OR uses Mac computers in its design and graphic production departments. Still using OS 9 and Quark.
www.formationsinc.com
I don't work there, but someone I sleep with does :).
Ron
Blue,
On the Mac I update them monthly. On the Win box it is an automatic process that happens daily because I choose to do it that often. In either case, it is not a burden. If some of the PC only software I use professionally were available on the Mac, I would request one at work. It isn't and VPC, which I use at home, is dog-slow when running through a few hundred thousand observations with anywhere from 5 to 125 variables in the statistical analysis and reporting program I use. Hopefully some day it will be ported to the Mac--it used to be available for it, but support stopped at version 6.10 and it is up to 9.0 now--and the changes and enhancements are significant. It is available for various flavors of UNIX, including Sun, and is available for IBM OS 390, but not for OS X at this time.
Ron