Moon Kil Woong
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Thanks Apple For Killing My Portfolio [View article]
Amazon: More Problems Than We Thought? [View article]
Generation Y Says Buy The Internet's Missing Platform Called Facebook [View article]
The second issue is that Facebook is courting Microsoft Bing which shows a lack of innovation and a dead end akin to Yahoo. They would not cozy up to Bing unless their management is clueless about how to monetize it beyond selling all your data to everyone you don't want to have it (advertisers, media companies when your famous, employment agencies doing background checks, etc.) Simply put Facebook is becoming intrusive, un-private, stuffed with fake messages which are ads in disguise, and less than trendy.
They will be around for decades, but that doesn't make them good investment. The revenue and profit stream is what counts. Unless they grow to generate more than Apple, Microsoft, and IBM combined on the profit margin they have it will be a bad investment. Late comer investors (all those buying the IPO, will hit the too big to make sense wall sooner than they will hit the gravy train.
What Will An Apple Bubble Look Like? [View article]
Why Is Amazon Buying CDs? [View article]
Google: Adopts Stock Split And Rededicates Its Focus [View article]
4 Technology Stocks To Sell Now [View article]
As for CRM, I would value this the clearest overpriced selection here, only because Netflix and RIMM have already been knocked about a bit.
Apple Has Already Won The Tablet Market [View article]
No Android Tablet Has More Than 5% Share Vs. iPad [View article]
MBAs, Gimmicks and Apple's Culture [View article]
MBAs, Gimmicks and Apple's Culture [View article]
Baidu: The Google, Netflix, iPhone, Priceline And Facebook Of China [View article]
Salesforce.com: It Is Perfectly Fine To Not Believe The Story, But Do Not Short It [View article]
In the meantime, as long as CRM can keep a cash flow or raise fresh capital at lofty valuations, analysts will still tout it because their firms want to be in CRM's good side if they ever raise funds. There is no Chinese wall. Don't fool yourself. When CRM's growth stalls out it will come crashing down, but by that time many shorts will be flat broke. Wait for a strong, cheap competitor. CRM's software has already reached a scale they can't really rewrite it making their code a future dinosaur. It is already becoming too much like a one size fits all solution, but who in the investment world cares about the actual technology. Apparently almost no one.
$100,000 In Apple: Eggs Meet Your Basket [View article]
Apple LEAPS: The Gift That Keeps On Giving [View article]
It is true Cook is great at keeping profitability and driving the ship forward but Apple really needs constant innovation and revolutionary products. So far they just keep kicking iTV as inspiration which is far from inspiring. All entertainment should be movies or downloadable shows as torrents in the future. Watching TV with all its time dependency and commercial baggage belongs with those 30 and older. Download or streaming is the way to go but a Tivo Apple box copy is not new, revolutionary, or even wanted.