IT Investor's Journal: The big picture heading into '04
Grok Headline matches for IT Investor's Journal: The big picture heading into '04
IT Investor's Journal: A close look at
Red Hat
IT Investor's Journal: A close look at
Red Hat
02/10/2004 02:48 AMRed Hat, Inc., long a sales leader in commercial Linux distributions,
has made some strategic changes in the last year and has decided to
aim squarely at the enterprise server market while deemphasizing its
relationship with small-time developers.
IT Investor's Journal: Why AMD is in
good position
IT Investor's Journal: Why AMD is in
good position
03/08/2004 11:28 PMOur stock analyst, Melanie Hollands, believes that Advanced Micro
Devices is one of the best names to own at this time in the
semiconductor group, and that the major catalyst to propel the stock
upward is continued OEM wins for its new 64-bit MPUs. Why? Read on ...
IT Investor's Journal: A close look at
WebMethods
IT Investor's Journal: A close look at
WebMethods
06/14/2004 08:34 AMWebMethods. Man, what a fun time that was during the bubble! Great
people, great technology, the gorillas were a million miles behind
them. These days the company is holding its own, but my expectation is
that Microsoft and IBM will continue their work on the standards
committees that govern Web services and will eventually leapfrog
WebMethods in terms of functionality. Once that happens, WebMethods
will probably get squeezed out of the market place by existing
WebMethods/IBM customers who are looking for a single-vendor solution
to reduce complexity.
IT Investor's Journal: A close look at
Sun Microsystems
IT Investor's Journal: A close look at
Sun Microsystems
01/27/2004 09:15 AMOur IT investment expert, Melanie Hollands, takes a no-nonsense,
in-depth look at the current state of Sun Microsystems, corporate
owner of the Java franchise and ostensible leader of the Java
development community. More than a few people are concerned that after
22 years as an innovator and power player in enterprise IT, that Sun
might erode into simply a niche player, dropping out of the same
league as Microsoft and IBM in IT power and influence. What's your
take on where the house of Solaris is headed? Read on for our writer's
assessment ...
IT Investor's Journal: Is market due for
correction?
IT Investor's Journal: Is market due for
correction?
01/16/2004 11:32 AMWe could be due for a market correction. Stock newsletters in general
are very bullish, and take a look at how the stocks have run from
their 50-day moving averages -- no pullback in 10 months. News has not
been a factor, the U.S. dollar looks like toast for a while, Japan is
in our bonds -- I read some $9 billion yesterday, and the Yen still
came back to 106.60. My hairdresser is starting to tout stocks (which
is a sure sign of a top!).
IT Investor's Journal: Has Microsoft
peaked?
IT Investor's Journal: Has Microsoft
peaked?
07/06/2004 11:35 AM Microsoft Corp.'s business ambitions have never wavered. Microsoft
was founded in 1978, went public in 1987, and has since grown to
become the world's largest technology company and one of the world's
largest publicly traded companies. It has as an enormous cash balance
of around $55 billion on its balance sheet and 93 percent share of the
consumer software market. Investors typically regard MSFT stock as a
no-risk investment with a stock price that will keep going up.
However, that is not the case.
IT Investor's Journal: Why Sun stock
doesn't improve in value
IT Investor's Journal: Why Sun stock
doesn't improve in value
07/23/2004 11:13 AMSun Microsystems reported earnings after the bell on Tuesday, July 20.
But overall, I'm not positive about an investment in SUNW at this
time. And here's why.
IT Investor's Journal: What Microsoft
should do with all that cash
IT Investor's Journal: What Microsoft
should do with all that cash
07/12/2004 07:00 PMMicrosoft Corp.'s monopoly of operating systems and desktop software
applications has resulted in the company throwing off around $75
billion in cash and accumulating $56 billion of cash on its balance
sheet. Despite this track record for impressive cash generation, an
investor who bought MSFT stock in early 2000 would find this
investment worth less than half its original purchase price.
IT Investor's Journal: An analysis of
SCO Group
IT Investor's Journal: An analysis of
SCO Group
02/16/2004 09:14 AMSCO Group, Inc. has been making more legal headlines than software
news during the last year. Our business analyst, Melanie Hollands,
take a detailed look at SCO's business acumen and evaluates its
prospects in the stock market.
IT Investor's Journal : The January
Effect
IT Investor's Journal : The January
Effect
01/22/2004 09:01 AMToday the subject is the "January effect." Looking at the actual total
years' results since 1950, it appears if January is positive for the
S&P, then the next year is anywhere from +7% to +45% (54 years).
The exceptions have been 2001 and 1966, when both years were down
years, even though the January of each year was up. On the other hand,
if January has been negative, then for the most part, the entire year
has also been negative. In 20 years, there have been only two
exceptions, with 1982 and 1968 being positive years overall.
IT Investor's Journal: How to benchmark
semiconductor stocks
IT Investor's Journal: How to benchmark
semiconductor stocks
06/18/2004 04:15 PMInvesting in IT stocks of all kinds is not a business for the feint of
heart. This holds especially true in the semiconductor stock world.
Risks can be great, but so can the financial rewards. ITMJ stock
analyst Melanie Hollands, who has been following this for more than a
decade, offers some valuable inside information on this topic in an
article you might want to bookmark if you hold investments in this
sector. Read on at ITMJ ...
IT Investor's Journal: Micron, Westaim
-- and Saddam
IT Investor's Journal: Micron, Westaim
-- and Saddam
12/22/2003 03:13 AMLast Monday, we gapped up nicely in reaction to the news of Saddam
Hussein's capture over the weekend, but then the market faded and we
closed lower that day than we opened. There was some euphoria in the
morning, but the smart trade was to sell the gap up. The thing is,
Saddam wasn't leading the resistance over there. That said, the market
recognized that he is strategically useful as a captive. He surely has
information that might be embarrassing to the French, Russians, and
others. So, there's some horse-trading to be done there, for sure.
However, the equity and currency markets, in particular the U.S.
dollar, indicated to me that the event was a non-starter. After the
initial excitement, the market resumed selling equities and the U.S.
dollar.
IT Investor's Journal: All about thinly
traded stocks
IT Investor's Journal: All about thinly
traded stocks
06/21/2004 05:22 PMThinly traded stocks are quite common in the IT sector. Know how and
when to trade them, and you can ride a stock that triples, quadruples
or more in a relatively short period of time. However, these stocks
are deceptively difficult to trade and the downside of a mistraded
position can be considerable. Read on at ITMJ ...
IT Investor's Journal: Why Openwave is
getting deep into Linux
IT Investor's Journal: Why Openwave is
getting deep into Linux
04/12/2004 02:16 PMMelanie Hollands contends in a story about mobile-device middleware
maker Openwave that over the next few years the WindowsCE mobile
development folks might be surprised how quickly they are losing
projects to Linux. Read on at ITMJ.
IT Investor's Journal: Jockeying behind
the scenes at SCO Group
IT Investor's Journal: Jockeying behind
the scenes at SCO Group
05/10/2004 11:53 AM Very interesting developments at SCO/Royal Bank of Canada. On Friday,
May 7, SCO Group announced that Royal Bank of Canada (RBC), one of
SCO's primary investors, is cashing out. RBC currently holds 30,000
Series A-1 shares of SCO Group. It is converting one-third of that
holding -- 10,000 Series A-1 shares -- to common stock and selling the
balance (20,000 Series A-1 shares) to BayStar Capital.
IT Investor's Journal: Can Openwave
crest in market?
IT Investor's Journal: Can Openwave
crest in market?
12/30/2003 07:19 AMOpenwave is currently a turnaround story with takeout potential, but
the company still has a tough road ahead. At present, Openwave is
operating in the wrong network space. Most wireless deployment is
low-cost Wi-Fi, whereas Openwave wants to be the 2G/3G application,
provision, and infrastructure provider. However, few can afford to
deploy the 2G/3G licenses they've got. Read on ...
IT Investor's Journal: Signs indicate
strong Q3 for Intel, AMD
IT Investor's Journal: Signs indicate
strong Q3 for Intel, AMD
06/03/2004 03:34 PMFundamentally, I like Intel Corp. (INTC) for a "buy and hold" for the
next three months or so. Intel has strong product cycles ramping up
that should hit inflection points in the third calendar quarter, right
when the company's strongest quarter is. Consequently, I think the
magnitude of upside could be substantial.
IT Investor's Journal: Why Novell needs
a breakout event
IT Investor's Journal: Why Novell needs
a breakout event
07/19/2004 01:24 PMThis column last discussed Novell in detail on Feb. 23, 2004. At the
time, I thought the stock price could increase long term but wanted to
hold off buying the stock in the intermediate term (a few months),
since I thought it would languish for a while. My intermediate-term
caution was largely due to three factors.
IT Investor's Journal: Some long-term
concerns about Microsoft
IT Investor's Journal: Some long-term
concerns about Microsoft
04/19/2004 11:05 AMIT stock analyst Melanie Hollands has long-term concerns about
Microsoft and its growth outlook, despite overwhelming share in
several markets. Aside from slowing growth at the company and the
competitive threat of Linux, her concerns include the delay of
Longhorn and the transition leading up to its introduction. Read on at
ITMJ.
IT Investor's Journal: Openwave embraces
Linux, Part 2
IT Investor's Journal: Openwave embraces
Linux, Part 2
04/26/2004 01:05 PMIT stock analyst Melanie Hollands explains why Openwave, the 800-pound
gorilla of the mobile services market, is investing substantial time
and money in its Linux program with business partner MontaVista. Read
on in ITMJ.
IT Investor's Journal: Oracle swallowing
PeopleSoft looks all but dead
IT Investor's Journal: Oracle swallowing
PeopleSoft looks all but dead
05/03/2004 12:13 PMIn February, antitrust lawyers at the U.S. Department of Justice (DoJ)
came out against Oracle's acquisition of PeopleSoft. Antitrust
division staff lawyers at the DoJ recommended that the Department file
suit to block Oracle's acquisition of PeopleSoft. This indicated that
Oracle would face a serious setback in its embattled bid for its
rival. Staff recommendations on antitrust cases usually provide an
early indication as to the direction in which the department is likely
to lean in its final decision. My view continues to be that the
Oracle/PeopleSoft deal gets squashed.
IT Investor's Journal: Behind the
infamous Oracle vs. PeopleSoft drama
IT Investor's Journal: Behind the
infamous Oracle vs. PeopleSoft drama
02/10/2004 10:47 PMLarry Ellison is certainly determined not to give up on acquiring
PeopleSoft. But with $26 per share, he may have finally hit the price.
Oracle raised its bid to $26 per share, up 33% from its prior bid of
$19.50 per share. Provided (stress provided) Oracle gets regulatory
approval, then it's possible that the deal can get done here. Craig
Conway, PeopleSoft's Chairman and CEO, has made his point and could be
ready to give in. His golden parachute, coupled with the moving up of
the shareholders' meeting, gives me the feel that something could be
going on. Or maybe this is just more tactics in defense ... hard to
say.
IT Investor's Journal: Some insight into
the behavior of tech stocks
IT Investor's Journal: Some insight into
the behavior of tech stocks
05/24/2004 05:28 PMITMJ columnist Melanie Hollands presents a candid overview of a
detailed topic: analyzing IT stocks. In it, she introduces some
thoughts about the factors that characterize investing and trading in
the sector -- including the single most important factor of all: the
psychology of buying and selling tech stocks. Read on at ITMJ ...
IT Investor's Journal: What latest
earnings results signify
IT Investor's Journal: What latest
earnings results signify
01/16/2004 11:32 AMIs the weak dollar the real reason why Wall Street hasn't been
impressed with improved IT earnings reports? The dollar has
depreciated 25% or so against the Euro year-over-year. Analysts
forecasting the fourth quarter already knew the dollar had fallen
about 18% to 20% going into the fourth quarter. Read on for more
details ...
IT Investor's Journal: Oracle pulls
weird move in PeopleSoft bid
IT Investor's Journal: Oracle pulls
weird move in PeopleSoft bid
05/17/2004 08:44 AMThis is just so weird. On Friday, May 14, Oracle lowered its bid for
PeopleSoft to $21 per share from $26 per share. Admittedly, I'm not a
elder statesperson and luckily have yet to develop any gray hair, but
I've never heard of such a thing. (It's probably happened before, but
this doesn't happen often, in any case.)
IT Investor's Journal: The impact of
having both simple and super voting
shares
IT Investor's Journal: The impact of
having both simple and super voting
shares
06/28/2004 11:39 AMThe two-part equity structure, with simple and super voting shares
such as Google is planning with its forthcoming initial public
offering, is quite common in technology companies, and particularly in
media companies. Typically, the Class A shares are super voting and
Class B shares are regular, or simple, voting shares. However, to make
things more confusing, some companies reverse these classifications
and refer to their non-voting stock as Class A and their super voting
stock as Class B.
Picture in Picture iMovie Plugin Pack
3.0
Picture in Picture iMovie Plugin Pack
3.0
04/26/2004 05:35 PMiMovie plugin pack featuring Distort Effects and Morph Transitions.
Journal of Webology: An International
Electronic Journal
Journal of Webology: An International
Electronic Journal
08/31/2004 06:26 AMJournal of Webology: An International Electronic
Journalhttp://www.webology.itgo.com/
Webology is a scholarly journal in English devoted to the
various fields of Library and Information Science and serves as a
forum for discussion and experimentation. It serves as a forum for new
research in information dissemination and communication processes in
general, and in the context of the World Wide Web in particular.
Concerns include the production, gathering, recording, processing,
storing, representing, sharing, transmitting, retrieving,
distribution, and dissemination of information, as well as its social
and cultural impacts. There is a strong emphasis on new information
technologies and methodologies. The orientation is toward quantitative
experimental work, but significant qualitative and historical research
is also welcome.
INDC Journal: INDC Journal Interviews
Michael Berg
INDC Journal: INDC Journal Interviews
Michael Berg
06/08/2004 05:47 AMBill at INDC Journal is at it again, this time, interviewing Mike Berg
.. interview a squirming Michael Berg .. interveiw with Nick Berg's
father .. Checkout this
interview:
indcjournal.com/archives/000485.php
track this
site | 6 links
Where We are Heading
Where We are Heading
03/08/2004 11:18 PMFrank Rich:
Mel Gibson
Forgives Us for His Sins.
The vilification of Jews by Mr.
Gibson, his film and some of his allies, unchallenged by his media
enablers, is not happening in a vacuum. We are in the midst of an
escalating election-year culture war in which those of "faith" are
demonizing so-called "secularists" (for which read any Jews critical
of Mr. Gibson and their fellow travelers, liberals). Politicians, we
are learning, seem increasingly eager to wrap themselves in "The
Passion of the Christ" as a handy signal to indicate they are opposed
to all those "secularists" whose conspiracy is undermining all that
right-thinking Americans hold near and dear.Heading Home Soon
Heading Home Soon
12/19/2003 11:56 AMIn a few days I'll begin what's become an annual ritual since I moved
to California almost exactly 4 years ago: going home for the holidays.
Just writing this now, I'm wondering if the day will ever come that I
don't consider Toledo, Ohio to be "home" instead of where I'm
currently living. Do I have to spend more time away than the 25ish
years that I lived there? Or maybe I just need to "settle down and get
married"?...
"But at least they're heading in the
right direction:"
"But at least they're heading in the
right direction:"
01/26/2004 03:04 PMHeading South
Heading South
01/03/2004 05:52 PM
When we decided to move to Finland one of the agreed upon features
was that each year, budget permitting, we would take a Winter holiday
somewhere the sun makes more of an appearance than glow occasionally
on the horizon on the rare day that it's not cloudy. People always ask
about the cold but the cold isn't the hard part of living in
Scandinavia in the Winter, it's the darkness. November was a really
hard month as the darkness really settles into your
brain.
It's that time of year to go on holiday and I'm looking forward
to reacting like a Sleestack to the evil, unfamiliar daystar and
getting to know the cocktail boy poolside for a luxurious 7 days in
Madeira. I'm going to also enjoy 7 days of internet-free living while
hiking and taking pictures. It may be hard getting on the plane for
the return trip. :)
Where is Transmeta Heading?
Where is Transmeta Heading?
04/02/2005 01:23 PMWhere the Net Is Heading in 2004
Where the Net Is Heading in 2004
12/22/2003 07:48 PMHowever, a new wave of startups is also taking aim at Google -- as
well as at Yahoo, the two search leaders (see BW Online, 12/16/03,
"Google Here, There, and ...
WH Smith heading for CEO pay row
WH Smith heading for CEO pay row
01/29/2004 03:49 AMThe retailer's annual meeting could be a stormy affair with some
shareholders set to vote against the new chief executive's £2.6m pay
package.
Heading to PC Forum
Heading to PC Forum
04/09/2004 04:12 PMNext stop in the Technorati speaking tour: PC Forum.
I'll be presenting the company on Monday afternoon - a real honor
(go to the bottom of the page). We've got some fun new stuff to show off, and I'm
tremendously excited to meet the stellar list of attendees Esther and
Daphne always bring in. The big news this year is that that CNET has
acquired Edventure Holdings, the company that puts on PC Forum - kudos
to Esther, Daphne, Christina, and the team, and my hat goes off to
Shelby and the folks at CNET - smart move! (Full disclosure: Esther
Dyson is an investor in Technorati)
Golf, anyone?
I'll be heading out to Scottsdale this afternoon, so drop me a line
at dsifry at technorati dot com if you
are going to be in Scottsdale and are interested in hooking up for a
late dinner tonight or golf Sunday morning. I'm not a great golfer,
but I'm not a complete duffer - so anyone who enjoys a nice walk on a
big manicured lawn along with some interesting conversation, send an
email or leave a message at my room at the hotel.
Heading Off Failures
Heading Off Failures
03/08/2004 11:20 PMVeritas, EMC extend disaster recovery to business continuity.
Why Detroit is heading to the web
Why Detroit is heading to the web
09/01/2004 06:16 AMInternetRetailer.com Sep 1 2004 10:44AM GMT
Grok Description matches for IT Investor's Journal: The big picture heading into '04
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IT Investor's Journal: The big picture heading into '04
