Interesting read.
(3) Interest rate hikes.. agree somewhat. Unsure of rate but sounds right.
(4) Retail Sales drop off.. strongly agree.
(8) Part on GM interesting. Are they one of the Dogs of the Dow this year? The new management Steve Miller (with financial assistance and the managerial support of Wilbur Ross) sounds pretty good. Was a good article on Wilbur Ross in Business Week. (isn't it great when you read articles of this nature and say "I know that company" or "I know that guy" - and both are obscure.
(13) What goes up must come down and feel something with GOOG has to happen. More analysts today with further $600+ valuations.
(14) AAPL as written and etc.
(On the aside-- not AAPL) Today I was watching On the Money and they had flashbacks to when Jobs even questioned the need of VOD - but stated that AAPL has to create that market.
Read this weekend about CSI and Survivor for CBS on VOD. Surviror, to me, is like a ballgame. It is hard to go to work Friday and not have people talk about it - so why watch it? I guess you missed it by an hour and you pay $2 to watch it? Ah yes.. foibles. And $2 to watch CSI which ends up being re-run in a couple of months? (The big R in the TV guide). Porno VOD? -- well if porno has a way.. PBS (Charlie Rose) - up to 24hrs free streaming then charge thereafter. Chuckle.
I mean "one ofs" maybe, but do they think this VOD stuff is going to bring in recurring revenue? Doubtful.
(17) What do to with TWX? Would not believe Steve Case would take charge. He is well into his "lifestyle" retreats now. (saw that a bit again tonight on "On the Money"). .. then again Lou Dobbs did leave CNN to start his internet site SPACE.COM so WTF knows?
In general I think this "content" is king stuff is crap. Bell owns Grab&Maul and CTV - I think it is a waste of energy. Why Rogers owns the Blue Jays - so they don't have to pay to show the games? !? All the media companies including said Cable etc, will undergo major surgery over the years to come.
I think I was watching Kudlow tonight and a question was poised on the whole media and cable. Ways of getting at stuff. For me to watch TV via my cable - the speeds have to increase substancially. Then again I haven't seen movies over DSL that Bell supposedly does not.
(18) Citigroup - yeah about time..
(25) Off-shoring of IT .. sounds good to me..
B
"When you have to shoot, shoot. Don't talk."
Tuco (The Good, the Bad and the Ugly)
"An umbrella with holes is better than no umbrella at all."
Dr. Alexander Elder on using stops.
