Digital Revolution

1. C, GS, MS: Penny Stocks? 2. McCain’s $300 Million Battery Theft 3. Liars at Broadcom (and Apple) To Get Theirs 1. I used to wonder on this show all the time if the financials would eventually face the same fate the telecoms did after the tech bubble burst...Still wondering... 2. McCain says he wants to give $300 million in taxpayer money to anyone who creates a batter that ... read more

Yahoo should just break itself up instead. This is a company that's had no direction since Semel stupidly decided it wasn't a tech company but should copy media company business models from last century. And today Softee walks away from the Yahoo deal. I'd expected this deal to get done, as I figured Softee would raise its bid. Which they did. But Yang et al, the same geniuses who can't seem ... read more

Softee's been getting killed of late as the weekend passed and everybody was shocked that Yahoo and Softee haven't resolved anything yet. MSFT's down from almost 30% from its highs late last year, and down about 20% from its more recent highs.  Meanwhile, earnings and revenues have been steadily growing faster than the street's modeled and the report last week was another pretty darn good ... read more

I miss writing for the FT, and was happy when I knew I'd get to see some of the people there at the fifth annual "Meet the FT" party.  It was a great set up -- at the top of 30 Rock.  As I walked in with my Jedi Master, James Altucher, we passed NBC Universal CEO, Jeffrey Zucker, coming out of the building.  I got a kick out of telling James that Zucker had eyed me as we passed because he knew ... read more

The mass of men love to look at Intel as a bellwether for the broader tech economy.  Certainly, as Intel and Microsoft have created the platform on which 97% of the world’s computers run on and the company has grown from nothing to doing nearly $40 billion at about 60% gross margins, it’s clear that as goes Intel, so goes the computing world.But the computing world’s importance in tech has ... read more

People tell us that we play too loud But they don’t know what our music’s about We never listen to the record company man They try to change us and ruin our band. That’s why we don’t wanna be good That’s why we don’t wanna be good We’re prisoners of rock and roll. When were jammin’ in our old garage The girls come over and it sure gets hot We don’t wanna be watered ... read more

People tell us that we play too loud But they don't know what our music's about We never listen to the record company man They try to change us and ruin our band. That's why we don't wanna be good That's why we don't wanna be good We're prisoners of rock and roll. When were jammin' in our old garage The girls come over and it sure gets hot We don't wanna be watered down Takin' orders from ... read more

We have the following guests booked for this evening: -John Huddy -Lama Pema, Monk -Dan Mchugh, VP of Budweiser & Bud Light -Don Peebles, Peebles Corp. Chairman & CEO -Bruce Vincent, Swift Energy President -Steve Grasso, Stuart Frankel -Kirsten Haglund, Miss America -Tiernan Ray,Barron's Join Cody and Rebecca Gomez for a live Happy Hour at the Bull and Bear at 5:00–or at 5:00 and 11:00pm ... read more

So much focus and, let's face it, hype around Apple's claims that they're now the world's largest music retailer. I was long AAPL since the iPod was just about to be rolled out for in large part, as I wrote back in June of 2005 in this article called, "Companies Dream of Apple's Problems": "Apple's still in the driver's seat of its future, and I'm still very much enamored of those crazy ... read more

I think I'll just link to this one for now...

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