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    Newsletter Issue #512: Should Microsoft Stockholders Request a Refund?

    September 20th, 2009

    It’s a sure thing that Microsoft CEO Steve Ballmer is one filthy rich dude. He could walk away from Microsoft tomorrow and have untold millions of dollars with which to live in the lap of luxury for the rest of his life, even if that exceeds 110. I suppose one might envy such a position, […]


    Apple’s Music Event and the Rumor Sites

    September 9th, 2009

    Folks, it’s not as if there were too many surprises at Apple’s music event. I could say, in retrospect, that the thing happened on my birthday, and that Apple is aware of that information, but that would be the height of egomania. The fact is that the event happened at a time convenient for Apple […]


    Does Apple Have a Magic Formula?

    July 22nd, 2009

    As I write this, Apple’s stock price is soaring, and that’s a surprise. Usually, after they release record-breaking financials, Wall Street seems to react negatively. No, I’m not about to explain the workings of the financial community, and I doubt anyone can with any meaningful level of accuracy. The biggest difference this time out is […]


    Apple’s Financials: Two Out of Three Ain’t Bad

    July 21st, 2009

    Suppose I told you a few months ago that Apple would come out of the April through June quarter with the highest revenues ever for a non-holiday period. Would you believe me, or just assume that the worldwide recession would make it impossible even for Apple to deliver credible financial results? Certainly many financial analysts […]