Contributing Member of the Accounting & Financial Analysis Councils

All News Analyses by this Author

Ethanol is not a panacea and the world will need to come up with renewal sources for Energy Independence

August 5, 2008

Analysis of:In Gas-Powered World, Ethanol Stirs Complaints | www.nytimes.com

1.  The introduction of Ethanol as an additive was welcomes at first but we are now seeing the repercussions in other areas like food prices that are not welcome. 2.  The US might not feel the pinch here but this will cost the developing countries.

Centex is killing “two birds” with one stone

August 4, 2008

Analysis of:Centex To Implement Energy Efficiency Program In All Homes | money.cnn.com

Centex is moving forward in the right direction. Energy efficiency is the path to avert a global crisis.

Apple may have started as a ‘toy” company but will succeed in the Enterprise Computing market.

August 4, 2008

Analysis of:Apple: Out of Touch With Server Room Needs | www.internetnews.com

1. Apple may have come to fame as a toy company but they are determined to make a play at the enterprise computing. 2.  iPhone started off as a cool phone but now they plan to get market share away from RIMM.

Clearwire estimate of 30 million customers in ten years is probably conservative

August 4, 2008

Analysis of:Clearwire expects 30m subscribers by 2017 | www.wimaxday.net

WiMAX is the way to keep the cellular backhaul costs low. Personally, I think Clearline’s estimate of 30 million customers is probably conservative.

Google is not going to shed its supremacy but Cuil has a good start

August 4, 2008

Analysis of:Former Google engineers launch new search engine | www.bizjournals.com

It does seem like history revisited. Google came in and soon became the king of search engines relegating Yahoo to the second spot and Microsoft behind it.   Cuil has a good start now but is no where near the point where they may overthrow Google.

AT&T Wireless will reign supreme with iPhone but co-exist with Verizon

August 4, 2008

Analysis of:Verizon Says iPhone Has Had Minimal Impact | www.ipodobserver.com

I personally think AT&T Wireless will eventually make the cut and come out unscaped in this iPhone war although the latest results from Verizon does make one think twice.   Smartphones will be the way to go in a couple of years from now and Apple iPhone and the RIMM have led this endeavor.

2008 and Homebuilders - Caveat Emptor

January 22, 2008

Analysis of:Analyzing Homebuilder Risks | seekingalpha.com

1.  Unsold Inventory will increase in 2008. 2.  Gross margins will seem to be inflated but this should  be analyzed closely as this could be skewed by previous impairments. 3.  Well-managed companies will survive this bear market and shine in the long run.

Prospects of the Radio industry in 2008

January 15, 2008

Analysis of:November Revenues Show 'Worse Drop Than Expected' | www.radioink.com

1.  Radio revenues in 2007 have been slowly declining and took a big drop in Nov. 2.  Even with the advent of HD radios, the revenues from advertising on radios are down. 3.  Consumer adoption of Radio has been slow. 4.  Deals like the one that Ford announced are good for the future of radio.

LNG availability and how it could change America

January 14, 2008

Analysis of:LNG questions loom amid wave of project completions | www.ogj.com

1.  The LNG capacity has grown tremendously in the last few years and this growth will grow unabated. 2.  Most of this growth has come from the Middle East but Asia and Europe are not that far behind.

2008 - Tough Retail market and major consolidation

January 14, 2008

Analysis of:Retailers pick 2008 trends | www.kansascity.com

1.  Major downturns for the retail industry. 2.  The inconsistent consumer is the heart of these turning points.

Sprint and how they should play WiMAX

January 7, 2008

Analysis of:Sprint to soft-launch WiMAX before Christmas | telephonyonline.com

1.  WiMAX is the way to step into the next generation and keep the cellular backhaul costs low. 2.  Sprint’s WiMax vision is a dangerous diversion especially when they have problems with the Nextel Merger and their dreadful customer service. 3.  Having said that, Sprint needs to make up its mind on how to proceed.

Allen's bid for the 700 MHz spectrum and Google

January 7, 2008

Analysis of:If Allen Wins Spectrum Bid, Then What? | online.wsj.com

1. Until now, I was 100% certain the Google, the 600 pound gorilla was going to get the coveted 700 MHz spectrum without any competition. 2.  Allen’s entry into the auction should not be dismissed as not important. 3. Allen has been quietly collecting airwaves and this 700 MHz will be a valuable addition.

America's survival depends upon a stable long-term energy policy

January 7, 2008

Analysis of:Industry Flexes Muscle, Weaker Energy Bill Passes | www.nytimes.com

1. With Oil at a $ 100 a barrel, it is inevitable that alternate energy sources like wind and solar need to grow and prosper. 2. The biggest caveat is the expiration of the renewal energy tax credits by the end of 2008. 3. America needs a long-term policy focused on alternate energy sources.

Risk Mitigation Strategy and Hedge Funds

January 7, 2008

Analysis of:Hedge funds assess exposure to banks | www.ft.com

1.  Hedge Funds have had a free hand until now. 2.  Risk Management has taken a back seat for hedge funds especially in lieu of the bull market that has been in place since late 2002. 3.  We need to get the SEC and the NASD, only to name a few to take a bigger role in analyzing the risk that hedge fund companies undertake.

Faster growth of Internet usage is a boon to individuals and companies

December 27, 2007

Analysis of:Internet not growing fast enough, researchers say | searchcio-midmarket.techtarget.com

1. Since the onset of the World Wide Web, this has been a topic of constant discussion. 2. There is no doubt that the demand for internet access is increasing by leaps and bounds. 3. However, companies providing the access points are constantly monitoring this growth and have and will respond to future growth using existing and future technology. 4. Some of this demand will be satisfied by the growth of wireless broadband including WiMax.

Global Warming is not a myth, but a reality

December 26, 2007

Analysis of:Climate Change : Green Protectionism | www.economist.com

1.Global warming is not a myth but a reality. 2.  Man-made or not, it is something that we all need to be worried about. 3. There is a lot that we can do about it and our continued existence depends on it.

AMD: Hoping against Hope to return to profitability

December 17, 2007

Analysis of:AMD Plans to reach profitability in 2008 | news.yahoo.com

1.  Ruiz and Meyer are hoping against hope in expecting AMD to return to profitability so soon. 2.  Barcelona was supposed to have delivered the “killer” punch to Intel but instead turned out to be a major embarrassment for AMD

T-Mobile and Huawei: Will create positive synergies for both companies.

December 17, 2007

Analysis of:T-Mobile International Selects Huawei for Packet Switched Core | www.convergedigest.com

1.  An alliance between T-Mobile and Huawei would do wonders for both companies. 2.  This alliance shows that Chinese companies are no longer in the background and need to be considered as mainstream competition.   3.  This will provide a mutual benefit for the two companies and create synergies that each individually could not attain.

Sprint’s WiMax vision is a dangerous diversion to its future growth

December 17, 2007

Analysis of:Sprint could spin off WiMAX division, says interim CEO | www.networkworld.com

1.  Sprint is still struggling from the Nextel merger which has not realized any of the savings that were projected from the merger.  2.  Sprint’s dreaded customer service has already led to declining customer base that is already hurting the company. 3.  Sprint’s WiMax vision is a dangerous diversion especially in-lieu of the above two points.

Google's alliance with TomTom will be a worthy competitor to Nokia and Navteq

December 12, 2007

Analysis of:TomTom, Google Tweak Personal Navigation | www.wirelessweek.com

All one needs to do is to look at the flyers from companies like Best Buy, Circuit City, and Walmart etc. to find out that GPS devices are the hot items today for consumers. Companies like Nokia have already taken a giant leap by acquiring Navteq and plan to integrate GPS technology in their cell phones. Google’s entry into this arena by establishing an alliance with TomTom is a step in the right direction and hugely profitable one.

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