July 20, 2007 –
Well today is quite a landmark for my CAPS experience as I passed the score of 1000 by a whopping 65 points. I would like to take this opportunity to make so random and short statements: why it seems ITW is underappreciated considering decent dividends, fundemental diversity, and reliable growth? Additionally, I love AAPL like a girlfriend, and I am as excited about CFSG and ACM as I am a new iPhone. Next stop...2000!
May 18, 2007 –
Today Aquantive (AQNT) rose 77.84% as they were aquired my Microsoft. I loath MSFT primarily due to their blatent disregard for the consumer; do you think they will employ Aquantive eng. to redesign B.O.B.? While this aquisition will no doubt help Microsoft's web 2.0 awareness, and no doubt boost their bottom line, the methodology MSFT chooses to employ is once again far from the pro-consumer minded perspective that companies such as Apple or Digg.com approach issues with. Anyways, enough soapboxing, on to the bloviation... I present my CAPS commentary of AQNT submitted 2/16/07: [more]
February 16, 2007 –
He just said that analysts' forecasts for Windows Vista revenue in 2008 were "overly aggressive". Translation, Vista must not be selling like percieved and a correction is in order. [more]
February 08, 2007 –
Jobs has made a front page argument on Apple.com for the media companies of the world to quit unDRMining consumers (I couldn't resist). What does this all mean? In the tradition of all truly great CEOs, Jobs has honed his ability to play at least 5 steps ahead. I see the win/win as follows: [more]
February 05, 2007 –
So I've been watching the AGIX boat roll to and fro for the last few months and wondering when to get in. I know when I'm gonna get out, right before the March announcement, but I just cannot resist making money from those standing in line to see if they have a winning lottery ticket. I will go on the record to say that I think AGIX has about a %28 chance of being successfull in their trials. Biotech is so great for this kinda of runup excitment/profit, and AGIX is providing a great example of this strategy in action. [more]
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