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 […]
Category Archives: Technology
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 […]
Also posted in Kelly Letter Excerpt
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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 […]
Control Your Technology
When I was a kid, there were no cell phones. I grew up in the Rocky Mountains, 20 miles from Estes Park where most of my friends lived and where I went to school. A bus picked me up at 7am and dropped me back home at 4:30pm. When I joined a club or team […]
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IE Users: You’re Screwing Up The Web For All of Us
You may not know this, but if you use Internet Explorer, you’re slowing down the progress of the internet. Most people merely visit websites. They don’t develop them. They don’t make applications for them. They don’t need to manage data flow into and out of them. They just visit them. Therefore, they don’t think much […]
