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Comment This guy is awesome (Score 1) 1

This was the clincher:

"Despite or rather in spite of his resume and very successful career, Stephen is down to earth and not at all intimidating. He is a great team player and after such a successful career the last them he needs is another fancy business title or recognition."

He sounds dreamy.

Comment Money and Mouth (Score 1) 1

The WSJ article says, "Microsoft will initially pay Yahoo 88% of revenue from Yahoo's sites..."

I wonder if this means just click-through revenue or includes view-through. Click-through is when, say, a user does a Bing search from a Yahoo site. But what if a user visits a Yahoo site and doesn't immediately do a Bing search? The user still learns about this new, awesome search called Bing because it's plastered all over the Yahoo site. And say the following day that same user wants to do a search and decides to go directly to the Bing site. Shouldn't Yahoo get some credit/revenue for driving that user to Bing's site? (This is view-through.)

Microsoft is big on view-through and the idea of attribution/engagement mapping. But will they put their money where their mouth is?

Comment Re: Apple's pulling a Sony (Score 1) 541

"Cingular wireless is the largest wireless carrier in the United States, serving 58.7 million customers."
straight from Apple's press announcement on January 9th, 2007

Sure, Verizon has more subscribers today. And, sure, Apple should sign with other carriers once the deal with AT&T expires. But that's not the question. The question is, "What does Apple do right now?"

Comment At its best (Score 1) 624

This is efficient markets (and technology) at its best. Slow-moving investors did not pay more than they should have -- they paid exactly what they should have, namely their willingness to pay.

There are three types of players here that need to be called out: Little Bo Peep, the Wolf, and the Sheep. Little Bo Peep is the initial investor who saw the opportunity in Broadcom and bought it at $26.20. That Bo Peep is a slow trader is inconsequential because she makes the first move. The Wolf is the high-frequency trader who picks up on Bo Peep's move and waits for the kill. The Sheep is the dumb and slow trader who mimics Bo Peep and gets eaten by the Wolf.

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