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2022.12.29 . byx fr 22.52 . fbook 29 47

2022.12.25 . financial reality book . fbook 9

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Semi Slowdown | Financial Reality

"Synopsys CEO Aart de Geus on conference call:“First, I don’t want to be the person here calling the downturn of the semi cycle. What we’re reporting is a degree of caution where people...

Intel coughs up a hairball | Financial Reality

"As widely anticipated, Intel finally had to admit after the close that things were less than wonderful. An inventory problem that “just crept up on them” and that “the slowdown accelera...

The Tech Stock Racket | Financial Reality

"The problem with tech stocks is that almost all of them are born, live and die without paying investors a nickel. They take in money and build businesses based on a single idea which is often...

Waiting for Yahoo | Financial Reality

"Here we are in 2005, all agog for the earnings results of an Internet company after the close. Amazing. One that is selling at a 100 p/e, 8 times book and 16 times sales. Wonderful bargain. &...

The Competition | Financial Reality

"an “ethics audit” of a Chinese manufacturing plant being conducted by a team of two consultants on behalf of Nokia. The plant makes power supplies (chargers) for Nokia cellphones. The pla...

More Shorts | Financial Reality

"Tech related: Texas Instruments (TXN). Yahoo (YHOO) missed on earnings after the close today and was down more than 10% after hours when I last looked. I saw a comment that the earnings miss...

Short Shrift | Financial Reality

"The technology shorts have been mixed. Motorola had much stronger revenues and earnings than I expected. CDWC also did well, I’m not sure how, the report muttered about service contracts. I...

Chambers Charm | Financial Reality

"John Chambers, Cisco’s CEO, gave his usual the-future’s-so-bright-I-gotta-wear-shades conference call last night and Cisco stock was up 15%. Even though all they did was their usual beat-...

Jesse Speaks | Financial Reality

"From “Reminiscences of a Stock Operator” (Jesse Livermore’s thinly disguised as-told-to autobiography – 1923): Whereupon the average man, who never thinks of values but of prices,...

Absurd Situation | Financial Reality

"Google, of course, is the poster child for risky speculation, up nearly $20 as I write and up more than $150 in a parabolic move since early September. Just like Patrick said, absurd. Closing...

When Does It Matter? | Financial Reality

"Shipments for U.S.-made personal computers and related equipment plunged nearly 25% in October to the lowest level in at least 14 years… Shipments of PCs, mainframe computers and peripheral...

Rotten Apple | Financial Reality

"Apple announced an iPod today which appears to be simply a crippled iPhone and drastically cut prices on the iPhone itself. $299 gets you an iPhone, with no phone (i.e., the 8 GB iPod Touch);...

Tech Bubble Redux | Financial Reality

"PlaySpan Inc., a Web-gaming outfit that raised $6.5 million, boasted on its Web site that it had been founded by a fifth-grader.Then there’s this familiar froth indicator: Some office landl...

What Were You Thinking? | Financial Reality

"After the tech bubble burst in 2000, Scott McNealy, CEO of Sun Microsystems commented, referring to the improbable valuation of Sun during the bubble, “Do you realize how ridiculous those b...

Defying Gravity | Financial Reality

"The stock market seems to be the “triumph of hope over experience” once more. Rabid speculation in tech stocks is the theme once more. Commercial lending (industrial bank loans and com...

Technology | Financial Reality | Page 10

"When Microsoft sold out to the MPAA, RIAA and similar alphabet soups, it seems to have thought that it could stick the resulting DRM-heavy software to users without regard to its quality and...

The New Normal | Financial Reality

More demand will just benefit the countries that are actually capable of producing the goods that buyers want. The U.S. has de-skilled and disinvested itself from goods production and between envir...

Groupon | Financial Reality

"Google is a tech stock. Apple is a tech stock. Groupon isn’t.It is a coupon marketing company. That’s all. It has a direct sales force which solicits companies to issue discount coupons,...

All About Apple | Financial Reality

"Apple-mania is gripping the markets. Now Apple under Steve Jobs has been an amazing performer, no doubt about it. Today, for example, the Nasdaq 100 is up nearly 1%, while the broad-based Rus...

Beginning Of A New Era | Financial Reality

"commercial availability of its 128-qubit quantum computer, the D-Wave One. There is a research blog from the company entitled “Hack The Multiverse” which gives a pretty good idea of how t...