Yesterday, VMware announced earnings. The company makes virtualization software that can be used to maximize computer hardware by allowing you to run multiple operating systems on a single set of hardware. It can offer additional gains by allowing a company to house all of its hardware in remote locations where rent may be cheaper, power [...]
Posts under ‘Commentary’
McDonalds vs Starbucks - its all in the “experience”
With McDonald’s focused effort to enter into direct competition with Starbucks via their “McCafe” concept, I’ve been giving some thought to what that really means to the investors in both companies.
McDonalds is certainly a juggernaut and has nothing to lose by entering into the industry (high margin coffee drinks could greatly increase the average order [...]
Rick Steves for president!
This morning, someone forwarded me a link to Rick Steves’ “Cold in Kyoto and other hot topics” article and, after reading it, I can’t help but feel like the current batch of presidential candidates are missing the boat.
As some of you know, Steves is a well known travel author and tour guide. He’s spent his [...]
Over-consumption: Consumer gluttony or basic requirement?
I was listening to NPR on Friday while heading out for Thanksgiving, round II and heard an interesting argument about Americans’ over-consumption and insatiable appetite for cheaply made imported goods.
Is it true that we Americans are in love with having more, more, more or is there something else going on? The interview was with several folks, [...]
How much should I put into my 401k?
I’m under 30, make a pretty good salary, have no significant debt (other than my house), how much should I be putting into my 401k? My employer doesn’t match my contribution at all, but they do have a profit sharing plan so a percentage of my salary goes into my 401k regardless of my contribution. In [...]
Yahoo SmartAds - Start of the next wave of ad targeting
Well, it was bound to happen, this week Yahoo! announced their SmartAds platform to allow advertisers to better target potential customers as well as more flexibly create ads for specific markets. The flexibility in ad creation is a neat feature for advertisers and seems fairly unique, but the improved targeting is the piece that is really [...]
How not to spend your disposable income
A couple recent news articles have opened my eyes to the fact that Americans seem to simply have too much money. They have so much money, it seems they don’t know what to do with it.
NPR’s ”All Things Considered” had an interview last night with Charles Fishman of FastCompany magazine who recently wrote an article on the [...]
Investing in the mobile internet boom
There have been many claims of late that the mobile web is the “next big thing” that is expected to explode over the next few years. More and more cell phones are able to surf the web, smart phones are getting smaller, and web developers are finally starting to develop sites that work on [...]
YouTube - a lightning rod for new media
Henry Bloget has a blog posting on Seeking Alpha today titled “Is Google’s YouTube Toast? Not Even Close”. He discusses Viacom’s recent one billion dollar lawsuit against Google/YouTube for having Viacom’s copyrighted content on YouTube.com and the recent pact between News Corp and NBC (read: FOX, NBC, Microsoft, MySpace, etc) to start their own online content [...]
Analysis of home mortgage refinancing options
Recently, the time came for me to refinance my house to lock in a longer term interest rate. I bought my house on a three year interest only adjustable rate mortgage (ARM) and my interest lock was ending so it was time to find another mortgage. I had entered into the property with 100% financing [...]