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Monday, September 28, 2009
Friday, September 25, 2009
3Com is also expanding in China and is taking share away from Cisco in the process
Cramer's 'Mad Money' Recap: Next Week's Game Plan (Final)
Back on Track
For "Speculation Friday" Cramer returned to a stock he's hated for almost a decade, 3Com (COMS Quote). He said this forgotten network equipment supplier blew away the earnings estimates last quarter, and now demands a little attention.
Cramer said after years of underperforming competitors like rival Cisco (CSCO Quote), a stock which Cramer owns for his charitable trust, Action Alerts PLUS, 3Com is getting it's mojo back. He said at these levels, 3Com is cheaper than Cisco, and with the networking business on fire, the rising tide lifts all boats.
According to Cramer, 3Com has a lot going for it. Many data centers have put upgrades on hold this past year, a sign of pent-up demand for new equipment. There's also an increased need for bandwidth, said Cramer, as more people go mobile and watch video online. 3Com is a trade-down play, said Cramer, as many of the company's products are less expensive than their Cisco counterparts.
3Com is also expanding in China and is taking share away from Cisco in the process. The company has a great balance sheet, with $677 million in cash and only $200 million in debt, said Cramer. 3Com is also under covered by Wall Street, leaving lots of room for upgrades. Cramer said after years and years of disappointment, 3Com is once again attractive.
http://www.thestreet.com/thestreet-picks/mad-money-recap/index.html
Wednesday, September 23, 2009
the future of flash is fast
the storage anarchist
a blog about advanced storage and technology, written from a unique viewpoint
the future of flash is fast
I had the honor yesterday of hosting an EMC Investor Relations "Tech Talk" webcast on the subject of Flash Drives and EMC FAST (Fully Automated Storage Tiering).
Although Chris Mellor scooped me with his second-hand coverage of the event (Chris leveraged a report put out by Aaron Rakers to customers of Stifel Nicolaus Equity Research for his story), I thought I'd share the session with my readers first-hand.
So, if you have an hour or so, pop over to the IR landing page on EMC.com and click the banner link to the recorded webcast (or go directly to the webcast hosting site). But take notice – this webcast will be available on-line only through October 21, 2009.
I also included the net result of the FAST demo that Chad Sakac presented at VMworld 2009 in yesterday's presentation. If you'd like to see the complete demonstration, it's available on YouTube here: More ...
a blog about advanced storage and technology, written from a unique viewpoint
the future of flash is fast
I had the honor yesterday of hosting an EMC Investor Relations "Tech Talk" webcast on the subject of Flash Drives and EMC FAST (Fully Automated Storage Tiering).
Although Chris Mellor scooped me with his second-hand coverage of the event (Chris leveraged a report put out by Aaron Rakers to customers of Stifel Nicolaus Equity Research for his story), I thought I'd share the session with my readers first-hand.
So, if you have an hour or so, pop over to the IR landing page on EMC.com and click the banner link to the recorded webcast (or go directly to the webcast hosting site). But take notice – this webcast will be available on-line only through October 21, 2009.
I also included the net result of the FAST demo that Chad Sakac presented at VMworld 2009 in yesterday's presentation. If you'd like to see the complete demonstration, it's available on YouTube here: More ...
Tuesday, September 22, 2009
Oracle: Ellison Sees No Economic Recovery For 5 Years
Oracle: Ellison Says Sun Losing $100M/Month; Won’t Spin MySQL; Expects EU OK; Sees No Economic Recovery For 5 Years
Tech Trader Daily
News, analysis and insights from Barron's Silicon Valley bureau.Monday, September 21, 2009
VMware's Dsktop Vision
VMware's Desktop Vision
Posted by Scott Davis
VMware View Chief Technology Officer
cross-posted from Scott's new blog: VMware View-Point
VMware View Chief Technology Officer
cross-posted from Scott's new blog: VMware View-Point
Wednesday, September 9, 2009
司馬觀點：新內閣凶多吉少
司馬觀點：新內閣凶多吉少（江春男） | 頭條要聞 | 蘋果日報 | 20090909 | 壹蘋果網絡
吳敦義缺乏中央歷練，對財經、兩岸、科技、國際外交各方面的認識水平令人擔心，他精於幕後政治操作，但閣揆必須開大門走大路，過去那一套步數，政府部門沒有多少發揮餘地。與民進黨關係可能惡化，與立法院關係不會更好，雖然地方首長出任閣揆，對國民黨傳統是一種突破。但是，無論怎麼看，新內閣還是凶多吉少。
Random:
Sunday, September 6, 2009
「馬英九沒有救人」，聽障小朋友都知道
「馬英九沒有救人」，聽障小朋友都知道 [YouTube]
聽障小朋友林菁瑛將在聽奧開幕式壓軸「祈福」橋段中與周美青牽手 出場，記者問她「妳覺得馬總統怎麼樣」？林菁瑛小妹妹率真地說： 「我覺得馬英九沒有救人」！ 參考新聞： ERA News-聽奧壓軸曝光 周美青.小女孩登台祈福 http://eranews.eracom.com.t... [吳依潔 呂佳憲 台北報導] 2009/09/04 明天晚間登場的聽奧開幕式，壓軸演出是什麼？不是林嘉綺，不是...
馬英九手語教學 (聽運開幕式) [YouTube]
馬比手語 惡搞成「汗顏」
2009年09月07日蘋果日報 [Link]網友惡整馬英九手語內容為：「在我任內，我做了貓纜和內湖捷運兩條交通幹線，市民多了兩種選擇，但一樣會停駛，我感到很汗顏，大家聽聽就好，不要說出去，前後任市長環環相扣都有責任，就讓我們一起出包吧！」（http://www.youtube.com/watch?v=TKOdfezQvFw）
[Taipei Times] Chen kicks her way to Deaflympics gold
PHOTO: CHANG CHIA-MING, TAIPEI TIMES
Chen I-chun (陳怡君) yesterday clinched Taiwan’s first Deaflympics gold of these Games by defeating Greece’s Vasiliki Zapanti-Fragkou 8-0 in the women’s taekwondo under-49kg category just three seconds into round two of the final.
[TAIPEI TIMES] Magazine lists Ma as one of world’s ‘gutsiest’ leaders
President Ma Ying-jeou (馬英九) has been selected as one of the world’s “gutsiest” leaders in the September-October issue of the humorous US public affairs magazine mental_floss.
趕羚羊
美雜誌 馬總統列全球五大最具膽識領袖
發行全美雜誌「mental_floss」最新一期報導，將總統馬英九列為全球五大最具膽識領袖；台灣面對全球金融海嘯衝擊，因馬總統的機智及改善兩岸關係，使經濟前景變好。
與馬總統並列為五大全球最具膽識領袖的還有德國總理梅克爾（Angela Merkel）、烏干達總統穆塞維尼（Yoweri Museveni）、巴西總統魯拉（Luis InacioLula da Silva）與智利總統巴舍萊（MichelleBachelet）。Read More ...
中國時報2009台北聽障奧運圖輯 [Link]
http://en.wikipedia.org/wiki/Mental_floss
The magazine was co-founded by William E. Pearson and Mangesh Hattikudur while they were students at Duke University. According to the mental_floss website, the idea came from conversations at the Duke cafeteria about the need for an educational magazine that was funny and entertaining [2].
Feeling Smart Duke Magazine, Volume 87, No.4, May-June 2001.
Cover Story:
The World's Gutsiest Leaders
Whether they're healing a tortured nation, conquering AIDS, uniting Europe, galvanizing Latin America, or wooing China, these heads of state are proving that they have what it takes to change the world.
Emerson's Elevation: China Watch
NEW YORK (TheStreet) -- With the HVAC sector starting to improve and Emerson Electric up, Stephanie Link, director of research for Action Alerts PLUS, sheds some light on this name in the AAP portfolio.
Random:
Thursday, September 3, 2009
司馬觀點：達賴 再會吧（江春男）
北京指控達賴要把大西藏從中國版圖分裂出去，這是含血噴人的文革手法。藏族所屬的自治區、自治州和自治縣，分布在三、四個省，其人口比小西藏多一倍以上，包括達賴老家在內，要達賴放棄大西藏，西藏不可能實行有意義的自治。
達賴不能訪問香港和新加坡，台灣是唯一可以讓漢人與藏人自由對話的華人社會。屈從北京意志，不讓達賴來訪，台灣有淪為第二個香港之虞，對北京更是愚不可及，因為達賴是西藏問題和平解決的最後機會。
達賴不能訪問香港和新加坡，台灣是唯一可以讓漢人與藏人自由對話的華人社會。屈從北京意志，不讓達賴來訪，台灣有淪為第二個香港之虞，對北京更是愚不可及，因為達賴是西藏問題和平解決的最後機會。
蘋論：達賴彰顯兩岸差異
2009年09月04日蘋果日報國際上的達賴現象，中國很難理解。國際歡迎達賴並非因為達賴反中，或要西藏脫離中國（事實上達賴從未要求獨立，只要求高度自治）；而是因為他的智慧、人格特質和艱困處境下的平和態度。中國越是傾全國之力打壓一個笑嘻嘻的弱勢和尚，他越受到國際的同情和歡迎。台灣藏傳佛教的信徒非常多，他們也不是因為達賴反中才信仰他，而是相信他的修持、智慧和磁場能量。信眾們很多常去中國工作旅遊，但中國打壓達賴久了，尤其此次發生在台灣，這些人對中國的印象只會越來越糟；而國民黨和中共現在又綁在一起，也會連帶厭惡國民黨。這對國民黨和中國的利益會有傷害的。
達賴、單國璽對談：用愛面對不可知的未來 ■天下雜誌（2009.09）
10 hours ago
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吳念真：台灣，請聽我說
老夫子姐 09/02/2009 00:55 [Link]
"The optimist thinks this is the best of all possible worlds. The pessimist fears it is true." -- Robert Oppenheimer
Won't Get Fooled Again
By Rev Shark
RealMoney.com Contributor
9/4/2009 8:17 AM EDT
[$$$] Click here for more stories by Rev Shark
By Rev Shark
RealMoney.com Contributor
9/4/2009 8:17 AM EDT
[$$$] Click here for more stories by Rev Shark
[Free] Mark Hulbert - Breaking the $1,000 barrier
U.S. unemployment rate jumps to 26-year high of 9.7%
Nonfarm payrolls fall 216,000 in August, 20th consecutive monthly decline
September 04, 2009 08:00 AM
September 03, 2009 12:05 AM
作家龍應台2日正式發表新書「大江大海一九四九」，以許多小人物為主角，追溯過去60年時代命運，對華人世界魔幻的數字「1949」深入描述詮釋。
Wednesday, September 2, 2009
Cramer's 'Mad Money' Recap: Anatomy of a Bull Market
NEW YORK (TheStreet) -- "When you're in the midst of a bull market, you need to take advantage of it and use it to the fullest extent possible," Jim Cramer told the viewers of his "Mad Money" TV show Wednesday. Read More ...
Tech Trader Daily
News, analysis and insights from Barron's Silicon Valley bureau.Netgear Jumps; Barclays Upgrades
Posted by Eric SavitzUpdate: EMC Paying $150 Million For Kazeon Systems
Posted by Eric SavitzEMC (EMC) is paying $150 million to acquire Kazeon Systems, Tech Trader Daily has learned.
Rackspace: Cloud Computing Play
Posted by Eric SavitzRackspace (RAX) shares are on the rise today after Credit Suisse analyst Bryan McGrath launched coverage of the web-hosting company with an Outperform rating and an $18 price target, a theoretical gain of 46% from yesterday’s close at $12.37.
Tuesday, September 1, 2009
司馬觀點：葉小文的嘴臉（江春男）
2009年09月02日蘋果日報
來台灣參加災民祈福法會的中國宗教局長葉小文，一下飛機就以粗鄙和威脅口氣批評達賴。一副小匪幹的嘴臉，卻擺出上國姿態，實在令人反胃。
中共官員碰到台獨藏獨，必定疾言厲色，不稍假顏色，西藏黨委書記張慶黎曾把達賴形容為披著人皮外衣的野獸。這是文革時代最常用的手法，葉小文比張慶黎斯文多了，但也讓台灣人開了眼界。只要看他的嘴臉，就知道大陸是什麼樣的國家了。 Read More ...
中國已開始崛起，但一個缺乏宗教自由的大國，談不上真正的軟實力，各國都會對它保持距離，以策安全，隔海相望的台灣更必須保持清醒。
蘋論：適當的判決
2009年09月02日蘋果日報
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