Michael

http://sixkidsandafulltimejob.blogspot.com

70 Comments

    • Is Online Advertising Heading Off a Cliff? [view article]
      You are so right. the secular trends in online are enough to mute the downturn. Online ad spending will no escape on unscathed but i think a bigger knife will be applied to TV where advertisers are beginning to realize that they are wasting their time and money preaching to Tivo boxes. Oct 07 06:54 AM
    • The Upside of a Lehman Crash [view article]
      in the famous S curve, i think Lehman failing would be called capitualtion. Sep 11 05:18 PM
    • Diluting the WSJ [view article]
      Felix -
      as always, you are dead on.
       Sep 02 02:36 PM
    • Will Music Sales Be Profitable for Record Companies in Ten Years? [view article]
      I encourage the music industry to read Chris Anderson because Music is going to be free and it will need to seek a different business model. Aug 02 11:10 PM
    • Google Keeps Scoring [view article]
      I think the delta on the profits vs. expectations may be the 10s of millions of dollars per quarter they are losing on YouTube hosting and bandwidth. Jul 21 06:28 AM
    • 3 Reasons For the Continuing Dollar Rally [view article]
      All i can tell you from my perch in jerusalem is that there is no dollar rally on the horizon. The Shekel here has been trouncing the dollar and there is no end in sight. The interest rate spreads between the US and foreign economies is too wide. The growth is happening outside of the US. Even if the dollar moderates against the Euro, it will have more to do with economic issues (read housing) in the Eurozone and will be muted elsewhere worldwide. Jul 08 01:36 AM
    • Blogonomics: Market Manipulation? [view article]
      Felix - As always, a great piece. This is why i keep you in my watchlist here. In response to Fatwolit above, i am not sure it really matters who Mulcahy is. What matters is whether the article is accurate or not. Let's say for example that his bio said he is a hedge fund manager in Ireland who does extensive research. Would that change your mind about the post. The web allows for pseudonyms and annonymity. After all, what is Fatwollit? So a one or two line bio on the bio page changes nothing.

      What i want to know with full transparency is does this guy have a position in the stock. He answered that in the original post. I also want to know like Jackson said above if the article is factually correct. I assume Seeking Alpha can figure that out with their process. I would also love to see MVIS respond in writing on Seeking Alpha. I am sure they will allow that. How come MVIS has not responded. could there be more than a kernel of truth here in Felix's words?
       Jul 01 11:22 PM
    • What Magazines Don’t Understand About the Web [view article]
      SCOTT - this is another terriffic post. you are the smartest guy on analog to digital media out there. I think it would be useful for you to try to wrap some financials around this as well. and i think a post about how television will run into the same digital freight train would be a good sequel to the sequel. Jun 18 07:05 PM
    • Is it Worth Trading Foreign Pink Sheet Stocks? [view article]
      roger -
      i wanted to ask you a question over email. can you email me to michael (at) benchmark dot com       Jun 01 06:06 AM
    • Buying Into the Global Infrastructure Build [view article]
      i think the wireless carriers themselves in developing economies are a good place to play. people seem to prefer a cell phone to running water in developing econonmies. Jun 01 03:11 AM
    • Capturing a Major Macro Theme of Our Time [view article]
      typically, empires last 200-300 years. The US is no exception i guess May 12 03:28 PM
    • Helicopter Shortage: An Investment Opportunity? [view article]
      Asif - I like the way you think but isn't it important to figure out how acute the shortage is before buying the stock and what % of their total business it makes up? May 12 01:46 PM
    • Google Is King, But for How Long? [view article]
      i am hoping that the half life trend continues
      IBM - 50 years of dominance
      Microsoft - 25 years of dominance
      Google - 12.5 years?? that would be soon enough...       Apr 16 01:43 PM
    • Smart Phone Wars: iPhone vs. Blackberry vs. ...Android? [view article]
      This is the best comment i have seen on this topic by far. It has been my belief also. the iPhone revolutionized handheld computing (shall I say Palm Computing) in a way Newton wanted to but never succeeded. The phone is a throw in. And in a Wireless VOIP world, who will care what the protocol is. you will want to have the computer though.

      This is also a big reason for the push of Safari onto windows. With Itunes and Safari, Apple is creating the unified compute interface of the future. that is why you have them both on the iPhone as well.


      On Apr 14 04:04 AM Davewrite wrote:

      > The iPhone is a MOBILE COMPUTER that can also make phone calls. Some
      > other so called 'smart-phones' can't even be hooked up to a computer.
      >
      >
      > It took something like 20 years to create OsX (staring as Next Os),
      > a modified version runs the iPhone. Many don't get how sophisticated
      > Unix based OsX is. Microsoft can't match it, doubtful if any PHONE
      > maker can do so. That's why so far every "iphone" killer has fallen
      > flat on its face. Apple will fix whatever iPhone shortcomings there
      > is like 3G, GPS, no sweat just a matter of time but their competitors
      > will never get OsX.
      >
      > With iPhone software 2.0 and SDK apps. coming in June the whole game
      > is going to change. The iPhone and future Apple iDevices are going
      > dominate this whole new 'mobile computing' category, nobody is going
      > to come close. As John Doerr Google and Amazon financier said it's
      > whole 'new platform' and he added 'bigger than the PC'. John Doerr
      > biggest tech financier is so sure of this he's setting up a 100 m
      > fund to finance iPhone application development.
      >
      > I won Google stock but my bets still with iPhone vs. Android.
      >       Apr 15 01:42 AM
    • Apple Facing Serious Downside Risk - Morgan Keegan [view article]
      and what happens if Steve Jobs retires? Apr 08 02:01 PM
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