Ebay

Earnings Thoughts

1.  Bank of America and Morgan Stanley earnings are “good”.  There are some strange things going on with the DVA calculations and how they contribute/detract from the quarter, but this has been going on for months now and people on TV are talking about it so it is officially rendered a non-factor. 2.  Morgan Stanley…

MicroSkype

“Microsoft Corp. is close to a deal to buy Internet phone company Skype Technologies SA for between $7 billion and $8 billion”

Don't Do It Google!

I’ve yet to see a successful Internet Roll-Up strategy executed and in my opinion, even a company as brutally successful as Google probably couldn’t pull it off. Watching Barry Diller collect assets like Expedia, Hotels.com and AskJeeves only to start spinning them off in frustration was a cautionary tale for old media execs.  Having witnessed…

Market Recap: Hotel, Motel, Holiday Inn…

[youtube=http://www.youtube.com/watch?v=-PKhMe3e0uU] The Reformed Broker, AKA Derick Sermon, here with today’s Market Recap… They loved everything about Apple (AAPL) today, and the stock was up over 3 bucks from the open.  iPhones and China are like peanut butter and chocolate, a can’t-miss combo.  Anything hotel or lodging-related was also on fire, with the Hotel/Motel REIT sector rallying over 12%…

Paid Newspaper Sites? What. Ever.

[vodpod id=Groupvideo.2371771&w=425&h=350&fv=] Here’s another venture trying to figure out how to throw up a 20th century gate in front of online newspaper content: From the New York Times (still free): Three longtime media executives are building an automated system to allow newspapers and magazines to charge for online access…Journalism Online L.L.C., aims to supply publishers…