The Danger of Earnings Season Extrapolation

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Gulliver and the Lilliputions Yes, we all get excited when an Amazon.com scorches their earnings forecast or when an Apple Inc. Suge Knights the whole sell-side with a massive beat, but should that enthusiasm really spread to other stocks? One of the dangers of extrapolating the good earnings reports out of Apple, Amazon or Intel is that in reality, these three companies have no real competitors. I know they pretend they do (or even imagine they do), but trust me, they don’t. Let’

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Charts (Sort of) Prove What We Already Knew: iPhone Pwns!

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Microsoft’s Windows 7 is released yesterday , and the boys and girls at Redmond are probably feeling very pleased with the news that pre-orders on Amazon for its latest OS have broken records. Windows 7 is now the biggest pre-order product in Amazon’s history. Not to be outdone, Apple is busy breaking records too. At the Web 2.0 Summit this week, Morgan Stanley’s Managing Director Mary Meeker revealed that the iPhone/iPod touch is the fastest growing consumer electronics platform in hist

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Traffic: Why We Drive the Way We Do

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Amazon. com Review Amazon Best of the Month, July 2008: How could no one have written this book before? These days we spend almost as much time driving as we do eating (in fact, we do a lot of our eating while driving), but I can’t remember the last time I saw a book on all the time we spend stuck in our cars. It’s a topic of nearly universal interest, though: everybody has a strategy for beating the traffic. Tom Vanderbilt’s Traffic: Why We Drive the Way We Do (and What It Says About Us)

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Amazon.com releases free iPhone app (Macworld.com via Yahoo! News)

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Amazon.com on Tuesday announced the release of an application designed to work on the iPhone and iPod touch. It’s available for free download from the App Store.

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Amazon: Armed to Beat the Recession (BusinessWeek)

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