It looks like I'm not going to be paying income taxes for a couple of years, |
It will be nice for the community, |
Nanotech is in its early stages and is influenced by lots of hype. Anyone that is investing in it now has to be aware that a payoff is many years down the road, |
Nanotech is in its early stages and is influenced by lots of hype. Anyone that is investing in it now has to be aware that a payoff is many years down the road. |
Technology executives get less compensation in cash and more in stock so there's more of an incentive to sell. So if you do see a bit of insider buying going on, that is a positive sign. |
The biggest threat from Linux is to Sun. |
The drive is six hours, so that's two tanks of gas in this thing, so it's pretty expensive in this thing but it's worth it. |
The key thing is materiality. When it gets up into billions it is material, |
The MP3 opportunity has been good but there's a lot further to go. The market hasn't fully recognized how advanced the delivery of music could wind up being, |
The power behind this rally seems to be unstoppable, notwithstanding the concerns about a slowing economy because of the rate rise. We don't see any signs of that. |
The quality of IBM's earnings haven't been improving. |
This makes sense in a low interest rate environment but it's risky since short-term rates are starting to creep up and the 10-year bond is back over 4 percent. |
Thus far, it's been seamless, |
We're at the beginning of tightening cycle so tech valuations probably can't expand a whole lot from where they are, |
We're enrolling several hundred new kids per month. |