Michael Mahoney
Michael Mahoney
chip impact
CHIP can impact a lot of working families.
aol gain garden great greater lots outside pay people phenomenal reason stuff using
As people gain greater sophistication in using the Net, they don't need the walled garden that is AOL, ... The only reason you pay for AOL is if you think there is lots of great stuff in the garden -- but everything outside the garden is phenomenal so you don't need it.
couple income looks paying taxes
It looks like I'm not going to be paying income taxes for a couple of years,
bond creep environment interest low rate rates risky since starting
This makes sense in a low interest rate environment but it's risky since short-term rates are starting to creep up and the 10-year bond is back over 4 percent.
came cause investors punished stocks
E-commerce stocks give me cause for concern. Because Yahoo! came in just at expectations, investors punished the whole group.
biggest linux threat
The biggest threat from Linux is to Sun.
amount event fair money negative news people profits
A lot of people made a fair amount of money in the stock, so with a negative news event it makes sense to take some profits off the table,
advanced delivery fully further good market mp3 music opportunity recognized wind
The MP3 opportunity has been good but there's a lot further to go. The market hasn't fully recognized how advanced the delivery of music could wind up being,
bit buying cash executives incentive insider less positive stock technology
Technology executives get less compensation in cash and more in stock so there's more of an incentive to sell. So if you do see a bit of insider buying going on, that is a positive sign.
beginning cycle dig
I don't think the cycle is about to end. Telecoms are just beginning to dig out of the hole,
drive expensive gas six tanks worth
The drive is six hours, so that's two tanks of gas in this thing, so it's pretty expensive in this thing but it's worth it.