I like Marc Andreessen a lot. I think he writes some deep and thoughtful posts at his blog, and as more than one person has pointed out, his analysis of the Microsoft-Yahoo brouhaha has been second to none (except maybe Kara Swisher at All Things Digital). And his latest post on dual-class shares is likewise […]
As expected by just about everyone, Yahoo released fairly lacklustre numbers late Tuesday — and also used a word that you should try never to use in an earnings outlook: “headwinds.” As Rob Hof notes at BusinessWeek, this is code for “results are going to suck until further notice.” The stock was off about 10 […]
Facebook isn’t the only company to be raising questions (in my mind at least) about some of the valuations that are out there. It wasn’t until I looked at Amazon’s stock chart that I realized the shares closed above $100 on Tuesday — touching a level they haven’t seen since the latter days of the […]
Like many people, I expected Apple’s results for the latest quarter to be good — after all, sales of the iPhone seem to be humming along (despite some early skepticism about the market’s response), and Mac sales also seem to keep climbing. But I must admit that I didn’t expect the company to blow the […]
Even when you’re expecting a pretty amazing financial performance — as just about everyone (including me) was from Google’s latest quarter — it’s still something to see a company that is firing on pretty well all cylinders and has a commanding share of the market it operates in. I expect that watching Microsoft in its […]