Michael Mahoney
Michael Mahoney
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,
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.
billions gets key
The key thing is materiality. When it gets up into billions it is material,
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.
anybody federal government reverse smoking thinks trend
Anybody who thinks the federal government is going to do anything to reverse the outsourcing trend is smoking dope,
database growth justify multiple oracle percent premium side type
Applications are the only place where you can get the type of growth to justify a premium multiple for Oracle's stock. Going forward, Oracle will get 10 percent growth out of the database side at best.
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.
continue good selling
If we continue to see selling off in tech, telecoms are a good place to hide,
buying ceo exactly impressed interested price south sure trading
I was impressed with the CEO and the company's plans. There's a price at which I would be very interested in buying Baidu back. I'm not sure exactly where it is but it is probably still south of where it is trading right now.
chasing companies core enormous meaningful moved places tiny
We're not chasing the really tiny companies that have moved enormous amounts, ... The core companies with meaningful franchises are the places to be.
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.
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,