Thursday, June 26, 2008


July 7, 2007:

WATERLOO–If Jim Balsillie is concerned about the arrival of Apple Inc.'s much-hyped iPhone, he's doing a good job of keeping it to himself.

The co-CEO of Research In Motion Ltd., which makes the popular line of BlackBerry email devices, said in an interview at RIM's Waterloo headquarters that
he's not losing sleep over Apple's efforts to upend the wireless market in much the same way as its wildly popular iPod music devices changed the way people acquire and listen to music.

In fact, Balsillie said he couldn't even confirm whether anyone at RIM's sprawling campus has managed to get their hands on an iPhone, which went on sale in the United States a week ago amid a torrent of media coverage.

"I haven't seen one," he volunteered with a shrug of his shoulders and a bored expression.

"It's possible, I guess. I mean, you watch these things, but you really have to just focus and do your job."

Focus and denial can bear a strange resemblance Jim. RIMM investors, Munster Nation welcomes you with open arms.

Tuesday, June 24, 2008

Episode X: Symbians Battle the Androids

Episode X: 
Symbians Battle the Androids

It has been many years since the mighty Empire fell to the great
Knight OS X. OS X has since reformed The Order and become 
Grand Master of the Universe.

Peace has reigned and the Grand Master has prospered. Yet, just when OS X 
believed he would never again be challenged by the Dark Side, more news of 

But lo, the Symbians must battle the Androids first, and they will suffer many hardships 
on the planet Google.

The news emboldens a vision in the Great Master . . . and the seeds of a grand plan begin 
to grow . . . .

Monday, June 23, 2008

Today's 'Droid Flareup

I've previously mentioned it here and here and here.

But today Google requeued the tape and played it again.

Looks like developers and carriers are now openly playing "Avoid the Droid".

Saturday, June 21, 2008

Geez, I'm a broken record

Blockbuster or Netflix?

iTunes, by a mile.

Thursday, June 19, 2008

Two Slot is on the Ropes

A call came through on the Piper land line from Cramer.



"I need some help pal."

"You bet. What can I do for you?"

"Schnitchel your $250 target on Apple Gene."

" Huh?"

"I told Cramerica to dump 75% of their Apple stock."

"You did what?"

"Just before Apple's annual lovefest. You probably saw it."

"Uh, I don't watch your show . . . ."

"There was too much hype about the iPhone! Now the stock is bouncing, so yesterday I had to use the Job's health scare nonsense. It didn't work! The stock went up. You gotta help me. I'm looking like, BAD, on that call."

"Geez Jim, I dunno. $250 might actually be low . . . did you see all those countries Apple will be selling into? GPS. Push mail. Everybody in the office wants one."

"I need some advice Gene. You have NO IDEA, NO IDEA."

"You're right. I don't. Good luck Jim."

Tuesday, June 10, 2008

Churn Baby Churn

Now Cramer's trying to save the banks with the Satan of last resort saves: Commissions. The retail nick is always the lowest card in the deck.

So, not only does he recommend selling Apple, but he recommended selling it in TWO transactions. Then he goes on to recommend a third transaction -- buying some back again tomorrow (minus what you'll need to save to pay capital gains) if the reviews on the new iPhone are good.

Check out the video clip for what passes as good investment advice these days. Note that Two-Slot can't recommend a better place to put that 75% of AAPL (other than Apple -- buy it back tomorrow) that he says you should sell.

Donkey quote: "I'm not a technologist ok."

Why does anyone listen to this guy?