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6 Responses to “Tech Investor News”

1. DL Says:
   May 28th, 2009 at 2:36 pm

   Competition for http://allthingsd.com/

2. JDinCT Says:
   May 28th, 2009 at 3:10 pm

   seen some cool stuff here but this one is really interesting

3. Mike in Nola Says:
   May 28th, 2009 at 3:42 pm

   Thanks for the link. Looks like tech could be a good short. Check this out:

   http://bespokeinvest.typepad.com/bespoke/2009/05/sector-and-stock-performance-during-the-pullback.html

   Many of these companies are dependent on consumer electronics. Does anyone think that will come back quickly when even the bullish economists say unemployment will not start to fall for a year or more?

   Speaking of consumer electronics, looks like Apple is getting to be better short. Up almost 10% this week. As I noted yesterday, there is a silent price cut in the form of an iPod touch with each Macbook over the summer. Why is that? And, one of the best contrary indicators around, Cramer, was talking it up today. Finally, there are rumours about announcement of a new Phone or something at the developer conf. week after next which may also be driving prices.. And, maybe they’ll wheel out Steve and drive the fanboys into a frenzy. Whether they announce or not, it might well be a “sell on the news” moment.

4. greg Says:
   May 28th, 2009 at 4:54 pm

   Mike in Nola….not really a silent price cut, as it’s aimed at college and university students and I would think it’s to further increase Apples move to control the hearts and minds of the young. Cramer only talks it up once it’s gone up, and then shortly you can expect his henchman Scott Moritz to write a piece on Real Money about how his many deeply hidden sources have informed him of some production slowdown, or how Apple has not hit the numbers that Apple never said they would hit, but are rather numbers that just seem to imbed themselves in Moritz’s huge bald cranium. Wheeling out Steve? Man that’s cold.
   For the love of God do not short this stock, at least till June 7th.

5. Mike in Nola Says:
   May 28th, 2009 at 9:33 pm

   Easy to understand graphic of why consumer electronics will get killed:

   http://www.businessinsider.com/chart-of-the-day-decline-from-peak-employment-2009-5

6. CTB Says:
   May 29th, 2009 at 9:25 am

   Don’t underestimate Microsoft. Windows 7 is actually a pretty good product, and you get a free trial (~1 year) while it’s out in beta. I think they’re silently winning back some goodwill.