Blog

Now Netflix Funny II

July 13, 2011

  Oh to be a fly on the wall at the next FCC net neutrality discussion when Netflix presses its case for free, open and non discriminatory access to carrier networks after just having raised prices by 60%. This is Reed Hastings and Jeff Bezos making John Malone and Randall Stephenson look like Peter and [...]

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Everybody Funny, Now You Funny Too

July 11, 2011

If you don’t know where that line comes from, allow me to introduce you to the wonderful world of Delaware native George Thorogood (though I believe I linked to “Movin on Over” in a previous NOK/MMI related post). If you do, then the title of the post is instructive. In short, a down on .his [...]

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Going Social, Valuation Crazy

June 27, 2011

I invite readers to join me in attempting to name today’s most recent sign of the apocalypse, GSV Capital (NASDAQ: GSVC) which was up $4.30 per share or 42% in today’s session on a volume of 500,000 shares vs the 32,000 share average on news that it had invested $6.6M in Facebook shares at a [...]

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RIMM Report Shows Continued Weakness

June 17, 2011

To date it has been more instructive in my view to look at handset players such as RIMM on an absolute market cap basis rather than P/E’s.  That remains the case post the company’s report yesterday, which featured a continued deterioration in its business, especially in the US.   Which is to say, while the company’s [...]

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P as in Pride

June 6, 2011

It was a notable irony late last week to see the market’s continued sell off, highlighted by a nearly 300 point down day on Thursday, accompanied by the long awaited filing of the Groupon IPO.  Despite the fact that UBS is apparently not involved (Morgan Stanley is leading both the Groupon and Pandora deals discussed [...]

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Nokia Springs Value Trap

May 31, 2011

As impressed as I was with new CEO Elop’s honesty and self awareness with his “burning platform” memo earlier this year, I stopped short of looking to get involved with a turnaround in NOK opting instead to focus on MMI.  That very much remains the case post NOKs major downside pre announcement this AM, in [...]

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Freescale Limps Out of the Gate

May 25, 2011

Frequent readers will recall that I have developed an appetite for cold IPOs this year, most notably Neophotonics and Sequans thus far in 2011, though this will not extend to the grotesque orgy of poor decision making and self dealing that is the IPO of Freescale Semiconductor.  In sum, I view it as another good [...]

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RIMM Report- “Transition” or “Disarray”?; thoughts on MMIs Cousin

March 24, 2011

In analyzing the smartphone market over the past few months, I have been focused in large part of the dramatic, order of magnitude valuation difference between MMI handset unit and Research in Motion with an expectation that that gap could narrow, compared with what I believe to be the superior nature of MMIs recent product [...]

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Wireless Update- NOK MMI and MWC Barcelona

February 15, 2011

The wireless infrastructure and smartphone sectors should remain in focus this week with the Mobile World Congress in Barcelona and coming off Nokia and Microsoft’s blockbuster announcement on Friday. While I’m not quite ready yet to adopt another stray in NOK, what with MMI already taking up the doghouse, as I discuss below after completely ignoring [...]

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“Crowd Control” at the Downtown SF Apple Store

February 10, 2011

  Quick datapoint on the Verizon IPhone launch, amid a number of similar reports of fairly empty Apple stores today   Walked by the downtown SF store mid afternoon to find two police officers posted outside, further conversation indicated that they were indeed there for “crowd control” however there had been no crowds to control.(would [...]

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