Category Archives: Technology

Tech is Rested and Ready

Since March 20, 2020, the Nasdaq 100 has risen 95% compared with 82% for the S&P 500. Year-to-date, however, they switched leadership positions: Price Change Since 3/20/20 (%) – – – – – – – – – – – – – – – 95.3 Nasdaq 100 82.1 S&P 500 Price Change Year-to-Date (%) – – […]

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The Dangers of Artificial Intelligence

In his book, Our Final Invention: Artificial Intelligence and the End of the Human Era, James Barrat argues that we may be only a decade away from AI that surpasses human intelligence. On the heels of last Sunday’s Kelly Letter reporting that IBM is developing its Watson supercomputer into a cloud-based decision making service for […]

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YouTube and Business

In this year’s Note 18 of The Kelly Letter, sent March 24, I wrote the following in the news overview: Our former top Tier 3 holding, Google (GOOG $810) reported Thursday that its YouTube site reached one billion active monthly users, a feat accomplished just six months ago by Facebook (FB $26). The milestone took […]

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PC Stocks a Bargain Ahead of Windows 8

The following is from this year’s Note 52 of The Kelly Letter, which went out to subscribers last Sunday morning. This weekend’s Barron’s cover story shows a tombstone inscribed, “R.I.P. PC” beside this teaser: “As the personal-computer era wanes, Microsoft and Intel scramble to remain relevant. Apple and Google feast on the spoils of tablets […]

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Apple and Facebook

Good morning! Here are two tech topics for Tuesday, also available in audio: ______________________________ OVERVIEW Is Apple In Trouble? | Steve Jobs is taking medical leave just as the company’s competition heats up. What’s Facebook Worth? | The movie is winning awards and Goldman invested $450M, but Facebook generates little revenue per visitor. ______________________________ BRIEFING […]

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