Archive for August, 2005



Wednesday, August 31st, 2005

Microsoft Increase Its VOIP Ability

Microsoft (SOFT) have acquired Teleo, a provider of VOIP software and services provider. See article. The war between Google and Microsoft are getting more and more tense. The advantage is still with Google because of its more innovative approach to R&D. But Microsoft got cash$$$ and lots of it and cash is [...]

Tuesday, August 30th, 2005

Memory Last Forever…

Sandisk (SNDK) continues to be the leader in the flash memory space pioneering the multi-level cell (MLC) technology. Its penetration into Walmart, other retailers and OEMs have gain more market shares. Most important of all is that the market size continues to grow rapidly. More and more devices like mp3 players and [...]



Oil Above $70!!!

I guess now we are going to talk about oil going above $80, $90, and $100… I think the most important question is that how will the economy be affected. Will people start altering their spending habit to pay for the higher gasoline price? The answer is no. People will continue [...]

Monday, August 29th, 2005

September Makes a Come Back

There’s been a lot of talk about September and October been very bad months for the stock market. I think we should take a contrarian view this year because the anticipation of being bad and the pull back has already occurred in August. I will be putting some money back to work this [...]



Retail Opportunity

Retail clothing stocks have been hit hard this month. This sell off is due to worries about slowing economy and maybe going into recession. I believe this pull back create some great opportunity for us to pick up some of the good retailers like Chico FAS and Abercrombie & Fitch. Both companies [...]

Thursday, August 25th, 2005

A Note on Netflix.

I’ve decided to try Netflix and see if the service is really great. After a couple months of using the service, I found it be hassle free, fast delivery, and great selections. With that said, I’m cancelling my membership for two reasons.
1. With the 3 DVD plan, I’m forcing myself to watch more [...]



Watch Out For those VOIP Fees

I subscribed to Vonage business VOIP service. I had two lines and a fax line. I decided to downgrade my service to just one single residential line. Guess how much Vonage charged me to do that. For the cancelled line, they charged me $41.19 and for the line that I’m keeping [...]

Monday, August 22nd, 2005

Marvell Technologies MRVL, Is it too expensive?

Marvell Technologies reported another good quarter, but is it too expensive to buy.

Monday, August 15th, 2005

Is this it for the real estate boom?

There are too much skepticism and concerns to represent the top

Friday, August 12th, 2005

My Investment Positions

I’ve just posted my investment picks

Thursday, August 11th, 2005

Oil, Oil, Oil at ???

Everybody is worrying about oil and wondering how high it is going to go.

Wednesday, August 10th, 2005

Is Home Builders Finished?

Home builders have pull back sharply due to worry about comment from National Assoication of Realtors

Tuesday, August 9th, 2005

Who will win in China’s web space?

The war in China is getting heated

Monday, August 8th, 2005

Cisco buying Nokia

Rumor around Wall Street is that Cisco Systems Inc. is considering buying Nokia to get a hold of its wireless network technology. Cisco, the largest maker of Internet equipment, is worth about $123 billion, while Nokia’s market value is around $71 billion.
Cisco will be reporting its earnings after market close on Tuesday.

Friday, August 5th, 2005

Inflation, Interest, and Energy

The market is worry about Inflation, Interest, and Energy.

Thursday, August 4th, 2005

Stock down! Buy More!

Use pull back to add to your stock positions.

Tuesday, August 2nd, 2005

The Black Gold

An easier way to invest in oil.

Monday, August 1st, 2005

Watch any DVD lately?

With Walmart out of the way, it is time to buy NFLX.



Buy Google?

Should we buy goog right now? Not yet.

 
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