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• Google Chrome: Direct attack on Microsoft

  Posted Sep 01 2008, 09:28 PM by Andrew Horowitz
  Rating:
  Filed under: Google, Microsoft, Apple, Technology, Andrew Horowitz
  Money Blog: Top Stocks Blog - MSN Money

  

  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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• The Week Ahead: Oil is foiled

  Posted Aug 08 2008, 08:01 PM by Andrew Horowitz
  Rating:
  Filed under: Google, Baidu.com, Andrew Horowitz, earnings
  Money Blog: Top Stocks Blog - MSN Money

  

  I am not sure how things can get any worse. Though the more I learn about the accounting antics within the financial industry and see wild market volatility, it appears obvious that we aren't out of the woods yet.

  This takes into account the latest broad-based jump. The main problem is that the rules have changed. Yes, even though many of the core principles that we may use to identify market opportunities are solid and have worked for years, this time it is different.
  
  No matter how you choose to look at it, the economy is in shambles and this extreme volatility is clearly reflective of a bear market rather than what may appear to be the return to a bull run.

  Now the Post Office of the United States of Accounting Nightmares has announced that they lost over $1,000,000,000 last year. Fuel costs, fewer mailings, higher costs and blah-blah-blah. I am wondering what is next. Who is in charge anyway, because I want to register a complaint!   Read More...

  Discuss ( 5 comments) 18,687 Views Digg this | Email this | Link to this

• The Week Ahead: Pains, games and automobiles

  Posted Jul 25 2008, 08:01 PM by Andrew Horowitz
  Rating:
  Filed under: Google, Microsoft, Apple, Ford, Andrew Horowitz, earnings
  Money Blog: Top Stocks Blog - MSN Money

  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) 21,627 Views Digg this | Email this | Link to this

• The Week Ahead: A few nuggets

  Posted Jul 11 2008, 08:59 PM by Andrew Horowitz
  Rating:
  Filed under: Google, eBay, Citigroup, Intel, AMD, Andrew Horowitz
  Money Blog: Top Stocks Blog - MSN Money

  This week will be full of exciting earnings announcements that may actually show some promise. As investor anxiety grows, sometimes a stock will mistakenly get caught up in the hysteria/euphoria and shares will behave erratically. In these conditions, if a company can prove that it isn't in imminent danger by showing a string of solid earnings in the face of financial adversity, investors will bid shares up with a vengeance.

  There may actually be a few nuggets that will show up this week. Yes, even in a market that seems to whipsaw investors around daily, there may be a few good stocks out there. Even in the worst forest fire there is usually some form of life left that will help to bring life out of the ashes. With that in mind, here are few ideas to ponder:   Read More...

  Discuss ( 8 comments) 24,135 Views Digg this | Email this | Link to this