Saturday, January 31, 2009

Is Google Broken?


GoogleBroken, originally uploaded by jranft.

Check out these results. Google thinks all of the sites I search for, even Google, are bad for my computer.

Wednesday, January 21, 2009

Apple (AAPL) Without Steve Jobs is Dell or Microsoft in Five Years

I love Apple and Steve Jobs, but I think if he leaves Apple, then in 5 years Apple is Dell, with too many products, and not enough focus. This is the way of technology companies. Name one that's different. Steve is rare, a brilliant design thinker, innovator, and product manager, able to keep Apple laser focused on four or five core products, and on a strict set of brand guidelines that permeate throughout the company's customer experience. So my recommendation for Apple's stock is to sell it. It currently can't break through $90 in this market. Take a look at this chart from Google. That's a stock headed down even thought Apple is beating the street with earnings. If you must hold onto AAPL, then consider selling covered calls against your position. This way you still gain something while AAPL sits around at $85 or $90 until Steve Jobs' health situation is cleared up. Again, if Steve Jobs comes back and he's confirmed as fully healthy again, and able to lead Apple from day to day for ten more years, then I'd say $200 per share for AAPL is possible within two years.

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