Scott Berry
Loading...
Symbols:
Authors:
Loading...
Symbols:
Authors:
comments52
- Positive ratings 0
- Negative ratings 0
- Net rating 0
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
Trading Center
- Free E-Newsletters
- Wall Street Breakfast -Sample
Wall Street Breakfast: Must-Know Newsby SA Editor Rachael Granby- Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought.
- Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only.
- Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week.
- Oil demand withers. The International Energy Agency warned Friday worldwide oil demand...
- The Macro View -SampleSeeking Alpha - The Macro ViewMarket Outlook
- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- Long Term, Financials Look Good by Michael Filloon
- Round 3 of the Recession: Main Street by Paul Fekula
Oil Price- Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning
- Oil Down 48% from Highs by Bespoke Investment Group
- Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon
Economy- Long Term, Financials Look Good by Michael Filloon
- Round 3 of the Recession: Main Street by Paul Fekula
- Reality Bites As Stocks Continue To Collapse by The Mole
- Investing Ideas -SampleSeeking Alpha - Investing IdeasCramer's Picks
- Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham
- Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham
- Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham
Long Ideas- Utilities Beginning to Generate Interest for Longs by Joe Kunkle
- The Long Case for Encore Capital by Value Investor Insight
- 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan
- Two Global Infrastructure Investment Opportunities in ETFs by Investment U
- Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham
Short Ideas- Why Short Sellers Are the Heroes of Wall Street by Investment U
- Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle
- Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger
- Jim Cramer's Picks -SampleBetter Choices - Cramer's Lightning Round (10/15/08)by SA Editor Rachael GranbyStocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.Bullish Calls:Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.Bearish Calls:Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."Email continues...
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend. - Stocks & Sectors -SampleSeeking Alpha - Stocks & SectorsInternet
- eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman
- Is Google Feeling Lucky? by Sam Gustin
- Why Today Could Suck for Tech by Kevin Maney
Media- A Triple Financial Whammy Afflicts Newspapers by Ken Doctor
- Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld
- How Will Arbitron Fare in This Market? by Sreeni Meka
Telecom- Ten Ways to Invest in Louisiana by Stockerblog
- Earnings Preview: Electro-Optical Engineering by theflyonthewall.com
- Shared Docks Via WiFi All the Rage by Dean Bubley
Financial- Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson
- Reality Bites As Stocks Continue To Collapse by The Mole
- LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald
- Global Markets -SampleSeeking Alpha - Global MarketsChina
- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript
- Perfect World Announces Share Repurchase Program by Trader Mark
- China: Hot Money Inflows Down, Nervousness Up by Michael Pettis
India- Indian Economy Has Much to Cheer About by Equitymaster
- India: RBI Cuts Cash Reserve Ratio by Equitymaster
- India: Markets Continue Downward by Equitymaster
Japan- Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media
Asia- Four International Dividend Stocks to Watch by David Hunkar
Eastern Europe- Reality Bites As Stocks Continue To Collapse by The Mole
- Alternative Energy Investing -SampleSeeking Alpha - Alternative EnergyAlternative Energy
- Seven Stocks for an Impending Apocalypse by H.J. Huneycutt
- Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz
- Trina Solar Looks Good, Though Market Yawns by Trader Mark
- The Electric Car Market: Wise Energy Use Stocks by Tom Konrad
- Investing in the Power of the Sea
- ETF Daily -SampleSeeking Alpha - ETF DailySector ETFs
- Too Early To Buy Homebuilders ETF by Larry MacDonald
- Utilities Beginning to Generate Interest for Longs by Joe Kunkle
- Two Global Infrastructure Investment Opportunities in ETFs by Investment U
New ETFs- First Trust Launches Infrastructure ETF with Global Reach by Index Universe
- Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla
Emerging Market ETFs- Brazil Is the Best of BRIC by Carl T. Delfeld
- Playing the Market in Difficult Times by Jason Hamlin
- The Daily Dispatch -SampleSeeking Alpha - Daily DispatchWall Street Breakfast
- Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby
US Market- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby
Housing & Real Estate- Too Early To Buy Homebuilders ETF by Larry MacDonald
- Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono
Transcripts- TrueBlue, Inc. Q3 2008 Earnings Call Transcript
- Polycom, Inc. Q3 2008 Earnings Call Transcript
ETF- Too Early To Buy Homebuilders ETF by Larry MacDonald
- About Seeking Alpha
- About Us
- Contact Us
- What's New
- Readers Feedback
- Advertise With Us
- Contributors
- Contribute an Article
- Feature Your Book
- Our Contributors
- Anonymous Contributions
- Dispute an Article?
- Legal
- Terms of Use
- Privacy
- Copyright
Latest Comments52 Comments
Akamai: Why Charge More for Streaming Video Delivery vs. HTTP Delivery?
Akamai is not selling streaming delivery for *more*, they are offering a *discount on HTTP*. That would make the question "why is Akamai the only CDN that discounts downloads?" :-)
Real Networks New DVD Ripper: Are You for Real?
Otherwise a nice piece, Mathew. I agree totally, this is one of the most lame-grained schemes I've ever seen. Yet another reason my computers have all remained "unReal" for years.
DivX Breaks Ground in Supporting Flash Video
The server software on the PC converts everything (including photos and music, plus your stored video) into a DivX encoded stream which is sent to the client box. Because the PC does the heavy lifting, it's infinitely flexible and evolvable.
Brilliant idea, really, especially if they're successful in getting Connected embedded directly into TVs and DVRs.
Comcast Limits User Downloads: Wrong Solution
What I'd like to see is much more granularity, and in particular some incentives to "trade up". If I have a base 2 Mb/s service, where's the sales pitch to go to 5 or 10 or 20 or 50 Mb/s? If they're truly in the access business that's the model I'd expect.
Does Apple's iPhone Increase Browsing?
After re-reading, I agree that the article itself is neutral. Mea culpa for being too quick on the trigger.
@jimmx, no, that's not what I meant. I believe that people who already did a lot of browsing (on any platform) were more likely to be early adopter types, which is the same type who would naturally be attracted to the iPhone in the first place.
I believe this is likely to be a much stronger contributor to increased browsing than people who bought an iPhone, all of a sudden "discovered" they could surf the internet better, and then decided to do it more.
Fiber To the Home: Will They Ever Learn?
If they give us the bandwidth first, they're afraid we'll find a way to use it that cuts them out of any additional revenue stream. And they're right.
Monopolies suck.
Comcast Limits User Downloads: Wrong Solution
Higher bandwidth/speed is cheaper to provide (I'm talking infrastructure, here) than QoS. Always has been.
7 Reasons I Switched to Google's Chrome
And I echo others about the browser vs. OS. When Chrome can manage all my peripherals and print jobs, then we'll talk.
Does Apple's iPhone Increase Browsing?
In fact, given the sales ramp of the iPhone, it would be amazing NOT to see a rapid rise in mobile internet browsing. For a fuller explanation, see scottjberry.com/2008/0.../ .
Happy Customers Don't Change Their Web Browsers
Kindle + College Textbooks = A Huge Opportunity for Amazon
Advice for Amazon on How to Get Serious About the Kindle
Kindle's problem isn't the business model, it's the product concept, which just isn't compelling enough. Once it begins to fundamentally change the reading experience (instead of simply replacing paper), it'll catch on.
In any case, you're assuming Amazon's making its money on the ebooks. If that business is so good, then they could simply give away the Kindles.
Can you imagine how unprofitable Apple would be if it made no margin on iPods but counted on iTunes sales to make money?
Back to square one.
'Buy, But Sell' - What Are Analysts Thinking?
Note also the way fund managers think: Having money in a stock you think will be flat for some period of time is the same as losing money, when there are other opportunities out there for upside.
NBC's Olympics Web Strategy Came Out a Loser
I will say that Silverlight worked very well for me (once I gave up on trying to bypass it and just gave in). The picture was crystal clear with no stuttering.
Kindle + College Textbooks = A Huge Opportunity for Amazon
Student buys a $150 book, sells used for maybe $75. Net $75 (with some risk they can't sell it, admittedly). Or student buys a discounted ebook (let's say $110, to be charitable). Net $110. That doesn't include the cost of the Kindle device. Where's the incentive for the student?
So e-textbooks would have to be much more sharply discounted for this to work. But the price of textbooks isn't driven by production/distributio... it's driven by information value and "lock in". Where's the incentive for the publisher? What are typical discounts currently on electronic versions of textbooks?
Curing the backache factor will certainly help, though I can't recall lugging my engineering texts around that much. (BTW, do students still highlight textbooks?).
I certainly see some daylight for the Kindle here, but the case has to be a bit better. We'll see.