Seeking Alpha

David Jackson

View David Jackson's Comments BY TICKER:
AA, AAPL, ABC, ABK, ABT, ABV, ACGL, ACH, ACWI, ADCT, ADM, ADP, ADRE, ADS, ADZ, AFB, AGA, AGF, AGG, AGQ, AIMC, ALA, ALTI, ALTR, ALV, ALZJF.PK, AMAT, AMB, AMD, AMLN, AMLP, AMPX, AMTD, AMX, AMZN, AN, ANDE, ANGI, AOL, AON, AONE, APA, APD, APH, APOL, APX, AQUNF.PK, ARG, ARW, ASN, ASXFF.PK, ATHR, ATVI, AUNZ, AUSE, AV, AVB, AVR, AXJL, AXP, AXPW.OB, AYN, AYT, AZN, BA, BAB, BAC, BAF, BAL, BAM, BAX, BBF, BBH, BBI, BBK, BBT, BBY, BCK, BCL, BCS, BDD, BDG, BDH, BELG, BFC, BFK, BFO, BFY, BFZ, BGG, BHH, BHI, BHP, BHV, BIDU, BIE, BIIB, BIK, BIL, BIP, BIV, BJZ, BK, BKF, BKHYY.PK, BKK, BKN, BKS, BLE, BLH, BLJ, BLMIF.PK, BLN, BLS, BLV, BMC, BMT, BMY, BND, BNJ, BNY, BOE, BOM, BOS, BP, BPK, BPOP, BPS, BPT, BQH, BRAQ, BRAZ, BRF, BRK.A, BRL, BRM, BRNC, BSAC, BSC, BSD, BSE, BSV, BSX, BT, BTA, BTU, BUCY, BWP, BWX, BX, BYM, BZA, BZF, BZM, C, CA, CAF, CAKE, CAL, CAT, CB, CBE, CBS, CCA, CCJ, CCK, CCTYQ.PK, CCXE, CDE, CECO, CEF, CEG, CEV, CEW, CFT, CGW, CH, CHA, CHIE, CHII, CHIM, CHIQ, CHIX, CHK, CHKP, CHL, CHN, CHXX, CIU, CLBXF.PK, CLCT, CMA, CMCSA, CMF, CMGGF.PK, CMU, CNET, CNI, CNS, CNY, COCO, COF, COH, COL, COP, CORS, COW, CPWR, CPX, CQQQ, CRBQ, CREE, CROX, CRRC, CRUS, CS, CSIQ, CSJ, CSK, CSLS, CSX, CTAS, CTRP, CUB, CUT, CVA, CVS, CVX, CVY, CWB, CX, CXA, CXE, CXH, CY, CYB, CYBS, CZZ, D, DAG, DASTY.PK, DAX, DBA, DBB, DBC, DBD, DBE, DBO, DBP, DBS, DBU, DBV, DDG, DDM, DDP, DEE, DEF, DELL, DEM, DEO, DES, DEW, DFE, DFJ, DFS, DGL, DGP, DGS, DGX, DGZ, DHR, DHS, DIA, DIG, DIM, DIS, DJ, DJP, DLN, DLS, DMF, DNL, DNN, DNO, DO, DOL, DON, DOO, DOX, DOY, DPU, DRR, DSM, DTD, DTF, DTH, DTN, DTO, DUG, DVY, DWM, DWX, DXB, DXJ, DYY, DZZ, E, EA, EADSF.PK, EBAY, ECA, ECH, ECON, EDU, EDV, EEB, EEM, EFA, EGPT, EIA, EIDO, EIF, EIM, EIO, EIP, EIS, EIV, ELD, ELN, EMB, EMC, EMI, EMIF, EMJ, EMLC, ENER, ENX, ENY, EOP, EPI, EPOL, EPS, EPU, EQIN, EQIX, EQL, EQR, ERE, ERO, ERX, ESI, ESLRQ.PK, ESR, ESV, ETFC, ETN, ETR, EU, EUO, EVJ, EVM, EVN, EVO, EVP, EVX, EVY, EWA, EWC, EWD, EWG, EWH, EWI, EWJ, EWK, EWL, EWM, EWN, EWO, EWP, EWQ, EWS, EWT, EWU, EWW, EWX, EWY, EWZ, EWZS, EXC, EXPE, EZA, F, FAF, FAN, FAS, FAX, FAZ, FCG, FCX, FDL, FDM, FDN, FEU, FEV, FEZ, FFD, FFIV, FGD, FIATY.PK, FIG, FII, FIS, FITB, FIVZ, FIW, FLEX, FLIR, FLSH, FLY, FMCC.OB, FMN, FMX, FNF, FNFG, FNMA.OB, FPT, FRC, FRN, FRX, FSLR, FUD, FUE, FULT, FVD, FXA, FXB, FXC, FXD, FXE, FXF, FXG, FXH, FXI, FXL, FXM, FXN, FXO, FXP, FXR, FXRU, FXS, FXU, FXY, FXZ, FYX, GAF, GAZ, GBB, GBF, GCC, GCH, GCI, GD, GDX, GDXJ, GE, GEX, GF, GG, GILD, GIY, GLD, GLJ, GLL, GLW, GM, GME, GMK, GML, GMM, GMMB, GMTB, GNAT, GNW, GOE, GOOG, GPC, GPS, GR, GRBMF.PK, GRN, GRPN, GRU, GS, GSC, GSG, GSK, GSP, GSY, GU, GULF, GUR, GVI, GWO, GXC, GXF, GXG, HAO, HAP, HAR, HBAN, HBC, HCBK, HD, HDV, HEW, HGI, HHH, HIG, HILO, HIT, HL, HOG, HOLL, HOT, HPQ, HRS, HSOA, HST, HSY, HTV, HUM, HYD, HYG, IACI, IAF, IAH, IAU, IBB, IBM, ICF, ICI, ICLN, ICN, ICS, IDU, IDV, IDX, IEF, IEI, IEO, IEV, IEZ, IF, IFGL, IFN, IGE, IGN, IGOV, IGT, IGV, IHE, IHF, IHI, IIC, IIF, IIH, IIM, IJH, IJR, ILF, IMS, IMT, INDY, INFA, ING, INP, INR, INTC, INTU, INXX, IPE, IPW, IQC, IQI, IQM, IQN, IQT, IRL, ISIL, ISL, ISLN, ITA, ITB, ITE, ITF, ITL, ITM, ITW, IVE, IVV, IVW, IWB, IWC, IWM, IWN, IWV, IXC, IXG, IXJ, IYE, IYF, IYH, IYR, IYT, IYW, IYY, IYZ, JASO, JBLU, JCI, JCP, JEM, JEQ, JEXYY.PK, JFC, JFT, JJA, JJC, JJE, JJG, JJM, JJN, JJP, JJS, JJT, JJU, JNJ, JNK, JNPR, JNS, JO, JOF, JPM, JPP, JSC, JUPM, JW.A, JWN, JYF, JYN, KALU, KBE, KBWB, KEF, KEY, KF, KLAC, KMB, KMBNY.PK, KNM, KO, KOL, KRY, KSM, KSS, KWT, KZMYY.PK, LAG, LBJ, LCC, LD, LDK, LDN, LEE, LEG, LEH, LEO, LGF, LHB, LIS, LLL, LLTC, LLY, LMT, LNCR, LNKD, LOV, LPL, LQD, LRCX, LSC, LSO, LTD, LWSN, LYG, LYO, M, MA, MAB, MAF, MAN, MAV, MAY, MBB, MBI, MCA, MCD, MDP, MDRX, MDY, MEG, MEN, MER, MES, MET, MET.B, MFL, MFM, MFT, MGC, MHD, MHE, MHF, MHI, MHN, MHP, MHS, MI, MIC, MINT, MIW, MIY, MJI, MLN, MMI, MMM, MMU, MMV, MNA, MNE, MNI, MNP, MO, MOG.A, MON, MOO, MORN, MOS, MPA, MQT, MQY, MR, MRK, MS, MSFT, MTB, MTG, MTLQQ.PK, MTU, MU, MUA, MUAA, MUAB, MUAC, MUAD, MUAE, MUAF, MUB, MUC, MUE, MUH, MUI, MUJ, MUNI, MUS, MVF, MVIS, MVT, MVV, MWW, MXA, MXE, MXIM, MXN, MYC, MYD, MYF, MYI, MYJ, MYM, MYN, MZA, MZF, NAC, NAD, NAN, NAZ, NBH, NBJ, NBO, NBR, NBS, NBW, NCA, NCC, NCL, NCO, NCP, NCR, NCU, NE, NEA, NEWC.PK, NFC, NFI, NFL, NFLX, NFM, NFX, NFZ, NGB, NGK, NGO, NGX, NIB, NIF, NII, NIM, NIO, NKE, NKG, NKL, NKO, NKR, NKX, NLR, NMA, NMB, NMI, NMO, NMP, NMT, NMY, NMZ, NNB, NNC, NNF, NNJ, NNO, NNP, NNY, NOC, NOK, NOM, NORW, NPC, NPF, NPG, NPI, NPM, NPP, NPSNY.PK, NPT, NPV, NPX, NPY, NQC, NQF, NQI, NQJ, NQN, NQP, NQS, NQU, NRB, NRG, NRK, NSANY.PK, NSC, NTC, NTDOY.PK, NTES, NTRS, NTX, NUC, NUCL, NUE, NUF, NUJ, NUM, NUN, NUO, NUV, NVC, NVDA, NVG, NVJ, NVLS, NVN, NVO, NVS, NVX, NVY, NWF, NWI, NWS, NXC, NXE, NXI, NXJ, NXK, NXM, NXN, NXP, NXQ, NXR, NXZ, NYF, NYH, NYT, NYX, NZF, NZH, NZR, NZW, NZX, OESX, OIA, OIB, OIC, OIH, OIL, OISI.OB, OLO, OMC, ONEQ, ORCL, OREX, ORI, ORSDF.PK, OSTK, OTP, OXPS, P, PAAS, PAGG, PALM, PBD, PBE, PBI, PBJ, PBR, PBS, PBW, PCK, PCP, PCQ, PCY, PDP, PDS, PEIX, PEJ, PEK, PEP, PEY, PEZ, PFE, PFF, PFI, PFM, PG, PGD, PGF, PGJ, PGL, PGM, PGX, PH, PHB, PHO, PHYS, PIA, PIC, PID, PIF, PIN, PIO, PIQ, PIZ, PJB, PJP, PKB, PKG, PKN, PKOL, PLD, PLND, PM, PMCS, PMF, PMG, PMH, PML, PMM, PMN, PMNA, PMO, PMR, PMX, PMY, PNC, PNF, PNI, POT, PPA, PPH, PPM, PRB, PRF, PRFZ, PRN, PSAU, PSI, PSJ, PSK, PSL, PSO, PST, PSTL, PTD, PTF, PTH, PTM, PTR, PUDA, PUI, PUW, PVI, PWC, PWND, PWO, PWZ, PXD, PXE, PXH, PXI, PXJ, PXQ, PYH, PYM, PYN, PYZ, PZA, PZC, PZD, PZI, QCLN, QCOM, QI, QID, QLD, QLGC, QPSA, QQQ, QQQC, RAA, RAI, RATE, RBS, RCL, RDC, RDS.A, REDF, RENN, RFA, RGLD, RHI, RIG, RIMM, RIO, RJA, RJF, RJI, RJN, RJZ, RL, RMBS, RNJ, RNY, ROM, RS, RSG, RSH, RSP, RSX, RTH, RTN, RVBD, RWL, RWR, RWX, RXD, RXL, RYE, RYH, S, SAA, SAI, SAP, SBI, SBUX, SCHE, SCHL, SCHW, SCMWY.PK, SCO, SCOR, SCZ, SDS, SDY, SEL, SGF, SGG, SGOL, SGP, SGQRF.PK, SH, SHLD, SHM, SHOP, SHV, SHW, SHY, SIFY, SIGI, SIL, SINA, SIVR, SKIL, SLB, SLE, SLM, SLV, SLW, SLX, SMB, SMMU, SNDK, SNE, SNF, SNV, SNY, SOIL, SOXX, SPHQ, SPLS, SPR, SPWR, SPY, SSO, SSRI, STD, STI, STJ, STLD, STM, STO, STP, STPZ, STRA, STT, STX, SUB, SUI, SVBI, SWK, SWKS, SWY, SWZ, SYK, SYMC, SZO, SZR, T, TAC, TAN, TAO, TAV, TBT, TEF, TEL, TELN, TENZ, TEX, TF, TFC, TFI, TGT, THD, THQI, TIE, TIF, TIP, TIVO, TKF, TKGBF.PK, TLAB, TLH, TLO, TLT, TM, TMX, TPX, TRAUF.PK, TRBCQ.PK, TRF, TRH, TRI, TRIP, TRV, TSL, TSLA, TSS, TST, TTF, TTM, TUP, TUR, TV, TWN, TWX, TXN, TXT, UAG, UAUA, UBC, UBG, UBM, UBN, UBS, UCC, UCI, UCO, UDN, UGA, UGE, UGL, UHN, UKF, UKK, UKW, ULE, UNG, UNH, UNL, UNP, UOY, UPS, UPW, URE, URR, URRE, USB, USD, USG, USL, USO, USV, UTX, UUP, UVG, UVT, UVU, UWM, UXI, UYG, UYM, V, VALE, VAW, VAZ, VB, VBR, VCF, VCLK, VCV, VDE, VEA, VEU, VFL, VG, VGIT, VGLT, VGM, VGSH, VGT, VHT, VIG, VIM, VKI, VKL, VKQ, VLNC, VMM, VMO, VMV, VMW, VNM, VNQ, VO, VOLVY.PK, VOO, VOQ, VPL, VPU, VPV, VRD, VSUNQ.PK, VTF, VTI, VTJ, VTN, VTR, VTV, VWO, VYM, VZ, WAG, WAVX, WCAT, WCG, WDC, WETF, WFC, WFR, WFT, WHR, WIP, WLP, WM, WMCR, WMMVY.PK, WMT, WOOD, WPO, WPS, WTZ, XAA, XBI, XES, XHB, XIDE, XLB, XLE, XLF, XLK, XLNX, XLP, XLV, XME, XNL, XOM, XOP, XPH, XPP, XRO, XRX, XSRAF.PK, XUE, Y, YANG, YCL, YCS, YGE, YHOO, YINN, YNDX, YRCW, YUM, ZION, ZMH, ZNGA, ZROZ, ZSL
  • AmazonDeal Does It Again [View article]
    Turned out that if you'd have shorted GRPN based on the bearish traffic data in the chart in this article, you'd have done well.
    Apr 2 04:30 PM | Likes Like |Link to Comment
  • AmazonDeal Does It Again [View article]
    Back to the "eyeballs" of the last tech bubble...
    Mar 30 07:07 AM | Likes Like |Link to Comment
  • AmazonDeal Does It Again [View article]
    Not surprised that Amazon got a spike offering a $10 gift card for $5. Not exactly a profitable strategy.
    Mar 29 06:18 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    IBM's in-line EPS + revenue miss is a big deal, because this is a company which is expert at smoothing EPS to meet consensus, but revenue is less easy to control. In other words, this is a significant miss.

    Given the size of IBM, this probably indicates that the tech sector is less strong than the recent results from INTC and ORCL suggested. Given the weakness in the stocks of other tech leaders (eg. GOOG), it makes me more cautious about tech overall.

    Note also that IBM will have a meaningful impact on the Dow today: seekingalpha.com/news/...
    Jul 20 09:39 AM | 8 Likes Like |Link to Comment
  • Is Amazon's Kindle Already Irrelevant? [View article]
    babyfacemagee,

    Ground rules for commenting on Seeking Alpha: Express whatever opinion you want to, but don't insult authors or other commenters. If your comments are reported as abusive they may be deleted.

    Seeking Alpha's goal is to help people invest, and we care a lot about the tone and civility of discussion.

    David
    Jul 9 02:46 AM | 2 Likes Like |Link to Comment
  • 9 Questions About the Apple Tablet's Potential [View article]
    I saw the Sports Illustrated demo of how it could be displayed on a tablet, and it's remarkable: www.youtube.com/watch?...

    Totally different from a standard website.
    Jan 4 05:48 AM | 3 Likes Like |Link to Comment
  • Amazon/Overstock Gamble May Pay Off [View article]
    Excellent article.
    Jul 28 01:20 AM | Likes Like |Link to Comment
  • Amazon.com, Inc. F2Q08 (Qtr End 06/30/08) Earnings Call Transcript [View article]
    FYI: "EGM" is Electronics & Other General Merchandise.
    Jul 24 01:35 AM | Likes Like |Link to Comment
  • Google's Trends for Websites - Challenge to Comscore and Alexa? [View article]
    Just to clarify the above: Even though Google isn't using site specific data from Google Analytics now, it could easily do that in future as people become more comfortable with sharing data.
    Jun 22 04:43 PM | Likes Like |Link to Comment
  • Google's Trends for Websites - Challenge to Comscore and Alexa? [View article]
    Fred, I think the most interesting part of Google Trends for websites is this comment from its FAQ ( www.google.com/intl/en... ):

    16. How are you using Google Analytics data?
    The Google Analytics data in Trends for Websites comes from the anonymous opt-in data sharing setting in Google Analytics. This setting enables website owners to share their data in an anonymous form. To find out more about this setting, please read the FAQs related to Google Analytics Data Sharing. Individual site level information from Google Analytics isn't currently used in Trends for Websites. Instead, the Google Analytics data is used in an anonymous and aggregate fashion and combined with other data sources to calibrate macro-level insights into website traffic patterns, site visitation across geographies, and related websites and searches.

    This means that Google has the potential to use actual, hard data, not panels and statistical extrapolations like the other stats providers.
    Jun 22 04:40 PM | Likes Like |Link to Comment
  • Under The Radar News - Thursday [View article]
    The FT article on laptop vendors is uncannily similar to this:
    Asus Eee: Threat to Apple, Microsoft, HP, Dell and the Hard Drive Vendors?
    seekingalpha.com/artic...

    which Seeking Alpha readers got 20 days earlier.
    :-)
    Jan 31 05:54 PM | Likes Like |Link to Comment
  • The Most Important Quote From Google's Conference Call [View article]
    Vishesh, you're right that my point wasn't really focused on the business of building websites but about the underlying fact that Google wants to promote the growth of the web because it benefits from it. And building web sites may be higher-touch than its interactions with searchers and advertisers.

    But it doesn't have to be high-touch -- think of Blogger, which is totally automated and has millions of users. Couldn't that be adapted for more commercially-oriented websites?
    Oct 21 06:55 PM | Likes Like |Link to Comment
  • Wal-Mart Management's Amazon.com Bluff Proves They're Astute Game Theorists [View article]
    Don, what evidence do you have for that?
    Sep 22 07:33 AM | Likes Like |Link to Comment
  • Hollywood Media's Hollywood.com Relaunches with Podcasts, Blogs and Google Ads (HOLL, GOOG) [View article]
    On the podcasts: you can't actually subscribe to podcasts of individual channels, such as just movie reviews. The POD button took me to a single subscription on iTunes that subscribed me to all the podcasts (including, eg. celebrity interviews) in one shot. That stinks.
    Oct 19 02:57 PM | Likes Like |Link to Comment
  • Hollywood Media's Hollywood.com Relaunches with Podcasts, Blogs and Google Ads (HOLL, GOOG) [View article]
    Initial reactions (I'm using Safari):
    (1) IMDB uses the full width of my screen, whereas Hollywood.com uses only a fairly narrow center column;
    (2) IMDB has larger type size than Hollywood.com (this may be different for other browsers), so it's easier to read.
    (3) I really like the movie calendar on Hollywood.com (shows you when new movies are opening). I couldn't find that feature on IMDB.
    (4) I really like the Podcast feature. You click on the POD button next to a podcast title, and it opens iTunes for you with the podcast ready to subscribe to.
    Oct 19 02:50 PM | Likes Like |Link to Comment
More on AMZN by David Jackson
COMMENTS STATS
864 Comments
709 Likes