Kevin Landis
Kevin Landis
function internet moving
We play the Internet through Internet infrastructure companies. Their function is moving data.
apple cursing ended exactly late year
I started the year cursing myself for being too late to the Apple story. I ended the year cursing myself in exactly the same way.
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Disasters, whether natural or man-made, are forms of economic stimulus. Most of the replacement comes out of insurance-instead of out of normal cash flows. That's the reason that any disaster gives you a silver lining of economic recovery.
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The argument for optimism is stronger today than it was a year ago. I'm happy having most of my money invested in tech.
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We think a lot less will be spent on battleships and a lot more on things like radar and the intelligence of defense. It seems like locating the bad guys is the hard part.
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What would be a real home run is if the new product got them an account where they weren't doing business at all,
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Given that the whole world is not rushing to buy technology mutual funds right now, we'd have to sell something to buy something. For the most part our bets are down,
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Silicon Valley has been following this saga for many years. Intel had the technology lead and the manufacturing lead, then it had the brand lead. I got used to the idea that Intel was always one step ahead, but A.M.D. finally demonstrated that to be not the case, and the market is having to admit that to itself.
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One of the signs that Christmas is here is when you see the news stories about how people are doing more shopping online this year than they did last year. Think back to the last time you didn't see that headline at the holidays. And you're going to keep seeing it.
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I've got two computers ? one is my Bill Gates computer and one is my non-Bill Gates computer. There are more and more things I can do on the (non-Gates) computer. It places real pricing pressure on the software that you'll pay for.
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There are more smart people working on stuff than ever before. So the idea that new ideas have run their course is preposterous.
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We didn't take it on the chin quite so badly. We take advantage of the fact we're here in Silicon Valley and we dig.
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We'll be happy to have a good year, and not disappointed if we don't have a blowout year,
good
They're a good company, but you can't give them an A-plus,