Very Vogue

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by StockJockey
Wednesday, February 07, 2007

Editors note- Do you know any ladies with attitudes? Gadget Girl is our latest author to strike a pose...she practices what she preaches and will be covering all things wireless.

Speaking of wireless, Cupertino excels at creating buzz, but it is a bit premature to predict that the Canucks have met their Waterloo.

Gigi comes out of industry, not Wall Street, and is more plugged in than all of 230 Park Avenue. She is here to lend a hand as we juggle a few projects...and get this rudderless ship on track. She might not be a stockpicker per se, but will weigh in from time to time on her latest obsessions. Gigi does not own Research in Motion (RIMM-NASDAQ) but has been singing Blackberry’s praises for as long as we have known her. Her next post will put a little more meat on the bone...but most people start with appetizers.

Don’t just stand there lets get to it…
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The competitors are finally starting to leave the building. The launch of the MOT Q that was touted for months was barely a blip on RIMM’s radar.

pearl.jpgBlackBerry retained the top spot for PDA devices shipped, growing 10 percent to 3.5 million for the year, but its market share slipped from 21.3 percent in 2005 to just a shade below 20 percent during 2006, Gartner said. (includes only the 8700 and not the Pearl or the 7100)

Palm saw PDA shipments slide by 29 percent to less than 2.8 million devices, its market share plummeting to 11.1 percent from the prior year’s 18.5 percent.
Hewlett-Packard Co.’s shipments also declined in 2006, falling 24.1 percent to 2.3 million devices. Its market share fell by more than a third to 9.7 percent vs. the prior year’s 15.1 percent.
Gartner

That said - let’s not forget the Pearl. We were loathe to make the change from our blackberry 7280 because it was a workhorse. But we took the plunge and are so glad we did. After taking the Pearl from the box and plugging it into our laptop it transferred thousands of messages, contacts and calendar entries and set up 3 different email accounts in less than 10 minutes. It also takes little time to get used to the new keyboard. Now we are sorry we didn’t buy it the day it came out.

What a breeze compared with the Samsung Blackjack...we spent the better part of an afternoon enabling one for a friend and it was a total nightmare. Papa don’t preach but I will...Pearl in a landslide.
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The content contained in this blog represents the opinions of 1440 Wall Street. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely for the entertainment of the reader, and the author. Underthecounter has no positions in securities mentioned above.

What’s good for Apple…

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by StockJockey

aapl2.jpg

might not be good for General Motors. But it is likely good for Steve Jobs.

By the way is your iPod nearly full?

Today’s most popular iPod holds 1000 songs, and research tells us that the average iPod is nearly full.  This means that only 22 out of 1000 songs, or under 3% of the music on the average iPod, is purchased from the iTunes store and protected with a DRM. The remaining 97% of the music is unprotected and playable on any player that can play the open formats.  Its hard to believe that just 3% of the music on the average iPod is enough to lock users into buying only iPods in the future.  And since 97% of the music on the average iPod was not purchased from the iTunes store, iPod users are clearly not locked into the iTunes store to acquire their music.
Steve Jobs

Sarbox Redux

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by StockJockey
Monday, February 05, 2007

atkins.jpgNew York City Mayor Bloomberg might be in London talking his book, but Sarbox issues are likely to linger. This brief interview will shed more light on what one long-time SEC commissioner is thinking about a few hot buttons:

Investment News
Brooke Southall

February 5, 2007
SAN FRANCISCO — Paul Atkins, a member of the Securities and Exchange Commission, made a stop here to speak to the Pacific Research Institute, a conservative think tank based in San Francisco. Though the press was barred from the event, he took time last Monday to offer a glimpse of his views and those of the SEC.

Q. Will the SEC ever define an advisory standard to make the hubbub over the broker-dealer exemption rule irrelevant?

A. It’s very much on our minds. Some people probably say we should have done it long ago, but this is the course we charted. We have to be very cognizant of what our authority is and what Congress has instructed us to do, especially in light of the Goldstein decision [by the U.S. Court of Appeals for the District of Columbia Circuit, overturning the SEC’s hedge fund adviser registration mandate].

Q. Is the turmoil over the backdating of options a big concern?

A. These things go back before Sarbanes-Oxley, so it’s really a thing of the past. Some [transgressions] are really ugly, and in other [instances], boards [of the accused companies] contend no harm, no foul.

Q. Does the Democrats’ control of Congress portend more-cumbersome regulation by the SEC?

A. Congress is Congress, and we are part of the executive branch. So I don’t think it’s dependent on that. Now that can change if Congress really decides to pass laws in our sphere and direct us accordingly, and the SEC will respond. If you look at this past legislative session, the SEC got slammed three times by Congress by wide majorities of both Republicans and Democrats, because we had not done what we should have done over the years.

Read more here

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Paul S. Atkins was appointed by President George W. Bush to be a commissioner of the Securities and Exchange Commission on July 29, 2002. His term expires in 2008.
Paul S. Atkins was appointed by President George W. Bush to be a commissioner of the Securities and Exchange Commission on July 29, 2002. His term expires in 2008.

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The content contained in this blog represents the opinions of 1440 Wall Street. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely for the entertainment of the reader, and the author.

exsqueeze me

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by StockJockey

croxtakendown.jpg

We hate to interrupt your trading day with a bloody tussle…

The CROCS (CROX-NASDAQ) saga continues…

The Robert Baird upgrade today is breathtaking. Not only because they got off the fence from neutral to buy...but they raised their price target from $47 to $80. They must have been out to lunch for a while.

A nice round $100 target might have gotten them more publicity...Blodget-style.

Maybe the bears should call PETA...this story is as abusive as anything we have seen

Speaking of animals...guess who was buying the snot out of it in the fourth-quarter of 2006?

shark1.gif

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The content contained in this blog represents the opinions of 1440 Wall Street. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely for the entertainment of the reader, and the author. No positions in securities or funds mentioned above.

Birthday Boy

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by StockJockey
Thursday, February 01, 2007

bernanke.gif

We survived him. Are you richer than a year ago?

Ben is one

Did you like Moneyball?

Here is Bernanke’s favorite book

Like Greenspan, who honed his math skills by poring over baseball statistics as a boy, Bernanke was a rabid fan whose favorite book was the novel The Universal Baseball Association Inc., J. Henry Waugh, Prop., by Robert Coover. He taught himself calculus, was sports editor of his high school paper, was class valedictorian and got the state’s highest SAT score the year he took the test.
USA Today
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The content contained in this blog represents the opinions of 1440 Wall Street. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely for the entertainment of the reader, and the author.

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