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- Torturing Statistics on the Housing Bubble
- Wisdom vs. Information submits: One of the two important things I learned in law school was that "if you torture statistics, they will tell you anything." Over the last week, a pile of stats have been reported on the complexity of the creation of the housing bubble creation. This is...
- External links 2009-06-30
- Siemens' Corruption Issues
- Wisdom vs. Information submits: Siemens SI has been fined 100 million dollars over fifteen years, and barred from bidding on the World Bank's portfolio. The World Bank's portfolio is worth about 140 million dollars sales a year to Siemens. SI's PM is usually below 5%, but let's be conservative and...
- External links 2009-07-05
- Debunking Ortel's GE Short Case
- Wisdom vs. Information submits: Ortel's GE grandstanding is brilliant -- in a way. Everything he says is true. He says GE over-expanded GEC; GE agrees, so no surprise there. Then Ortel gets a little more subtle by attacking GE's guidance, more or less, by asking why GE is not giving...
- External links 2009-07-19
- Why Starent Dropped After Beating Estimates, Raising Guidance
- Wisdom vs. Information submits: Starent STAR was down 1.80, -6.9%, Friday after reporting higher revenues and beating guidance and estimates, and raising guidance for the year. The market is focusing on international sales, AT&T T and Tier 1 4G orders. STAR has an advantage in multimedia core networks...
- External links 2009-07-25
- Investors Can Write Off GE Capital for the Next 5 Years
- Wisdom vs. Information submits: General Electric Capital's GE conference call today had no negative surprises; they expect to survive on $7B of GE Industrial's cash flow even in the Fed's worst case. You can check the transcript at GE's website for details see links below. For GEC generally, the rest...
- External links 2009-07-29
- Outlook for Cisco: Mostly Cloudy
- Wisdom vs. Information submits: Cisco's CSCO executives want to talk about clouds-- cloud computing, that is. During yesterday's conference call, they repeatedly brought up the Web 2.0 and the effect of cloud computing on their markets and said that they are receiving their first orders for "unified computing." Cisco's revs...
- External links 2009-08-06
- Why I'm Optimistic on JDS Uniphase
- Wisdom vs. Information submits: JDS Uniphase JDSU is trading for $5.76, down from $5.79, after announcing that 4Q came in near guidance and guiding up for 1Q10 see conference call transcript here. 4Q sales were down 29% from 4Q08, and annual sales were down 15% from 2008. JDSU's...
- External links 2009-08-20
Additional Resources
- Business Oracles Vs. Technology: Which Will Win Out?
- Steve Jobs. Warren Buffet. Don Draper. What do these legendary businessmen (two real, one fictional) have in common? According to Harvard Business School professor Andrew McAfee, they are business oracles, charismatic individuals who produce bold and often brilliant decisions largely by themselves. Last time we checked in with...
- Blog posts 2009-06-12
- Live Financial Wisdom from Bogleheads VIII - Day One
- Oct. 1  6:30 Fireside chat with William Bernstein Bill shared some of the lessons he learned from the 2008 market crash. 1.     Bubbles can be very large. We blew bubbles everywhere. Previously, bubbles had been somewhat limited. Last year, however, the credit markets...
- Blog posts 2009-10-01
- Live Blogging: Sergey Brin & Eric Schmidt Talking Search With The Press
- Google cofounder Sergey Brin and Google CEO Eric Schmidt are speaking today to a small gathering of reporters at Google's New York office. Below, a semi-live blog of the briefing. Semi-live? Well, Erick Schonfeld of TechCrunch, Peter Kafka of AllThingsD and I all eyed each other each other up. "You...
- News items 2009-10-07
- Gartner Sued Over Magic Quadrant for Alleged Damages of $132M plus Punitives of $1.3B
- I found this story today, entitled Gartner's Magic Quadrant Goes to Court , about ZL Technologies who, citing damages of $132M, has decided to sue Gartner over its Magic Quadrants . From ZL's web page on the suit : ZL Technologies, a San Jose-based...
- News items 2009-10-20
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