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• Google Chrome: Direct attack on Microsoft

  Posted Sep 01 2008, 09:28 PM by Andrew Horowitz
  Filed under: Google, Microsoft, Apple, Technology, Andrew Horowitz
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  The browser war just heated up. Actually, it has now gone nuclear. It was one thing when open-source Mozilla had a "cute" idea for an Internet browser and was considered a fringe product, but it's now quite another since they have effectively stolen approximately 20% of the market share over the past five years or so.

  Now Google, the market share leader for Internet search, is looking to chip away even more from Microsoft's foothold by introducing a browser of their own. Available in a beta version, Chrome is Google's open-source browser entry and hopes to gain traction with its legion of loyal followers that are devoted Google-ites. That could easily push it into third place, just behind Firefox but ahead of Netscape, Opera and Safari   Read More...

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• Apple's appsolutely appealing Apps

  Posted Aug 25 2008, 05:06 AM by Andrew Horowitz
  Filed under: Apple, Andrew Horowitz
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  Apple Computers has clearly changed the game when it comes to cell phones and has managed to pull another rabbit out of the hat with the new iPhone applications (Apps).

  These mini programs come in several categories that appeal to a wide variety of users. Some like the productivity benefits of easy syncing to-do lists, while others find the location based apps a terrific time saver.

  Last week, I had the opportunity to spend some time at 1 Infinity Loop and I can tell you that Apple is also very pleased with this latest enhancement   Read More...

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• The Week Ahead: Pains, games and automobiles

  Posted Jul 25 2008, 08:01 PM by Andrew Horowitz
  Filed under: Google, Microsoft, Apple, Ford, Andrew Horowitz, Earnings
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  How about we play a game, shall we? It goes like this: I say a term and you tell me the first thing that comes to your mind. Ready?

  What do you think of when you hear the word recession? Did you think slowdown or inflation? What comes to mind with the word write-offs? Did you think earnings growth? How about record commodity prices? Do you immediately think of increasing revenues and profits?

  I bet you thought of several phrases and words associated with a general economic slowdown, but not those above. I asked because a curious situation is occurring within our markets. For example last week many of the companies reporting earnings showed an increase in year-over-year revenues and actually beat estimates. Of course this isn't the norm this quarter, but even so, it is a peculiar occurrence.   Read More...

  Discuss ( 2 comments) 21,425 Views Digg this | Email this | Link to this

• The Week Ahead: Apple, Netflix and more

  Posted Jul 18 2008, 08:00 PM by Andrew Horowitz
  Filed under: Apple, Amazon, VMware, Netflix, Chipotle Mexican Grill, Andrew Horowitz, Earnings
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  We are the heart of earnings season and this week's lineup is massive. As I write this, I'm looking at over 25 pages of earnings estimates on hundreds of companies presenting results in one of the toughest quarters we've seen in decades. It appears that many of the companies that have already reported have been doing a fine job of beating lowered expectations and providing a nice balance to a market that has been under siege.

  This week will be no different in terms of volatility. But those companies which have been savvy enough to project estimates that they figure they can beat will have an easy time pleasing investors. Those that don't will pay a heavy price into the next cycle. Let's face it, it's a game. If played well it can provide wondrous rewards.

  Here are a few companies that you may want to pay attention to.   Read More...

  Discuss ( 14 comments) 46,757 Views Digg this | Email this | Link to this

• The Week Ahead: BlackBerry and homebuilders

  Posted Jun 20 2008, 08:59 PM by Andrew Horowitz
  Filed under: Apple, Research in Motion, Andrew Horowitz
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  In Acapulco there is an exciting activity that is considered a must see. It is known as cliff diving -- where a young man throws himself off from heights of over 135 feet and plunges into a 10-foot-deep inlet.  In the United States, we have a similar activity, which is now called "buy-and-hold."  

  All kidding aside, the market action the last few weeks has been a poignant reminder of the perils inherent with any market that relies on confidence as the core of its stability. Specifically, the financials have been hurt not only by their reckless behavior but also by their blatant disregard for truth and transparency. Fortunately, this writing is more off a look ahead rather than a review. So, let’s get to it   Read More...

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