Friday, October 26, 2012

This Blog Site Has Relocated

Due to performance issues, I've moved my Personal Blog for Breakout Performance with all my articles.

You can now find me at Breakout Performance (ericjacksonblog.com).

See you over there.

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Thursday, October 25, 2012

The Case For Why Google Is Doomed With Sudden Shift to Mobile

Here's why Google is doomed as the world rapidly shifts to mobile from desktops. Get read to say "Ask Siri" instead of "Google It"

Read full post on Forbes

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Facebook's Trading Desktop Ad Dollars for Mobile Dimes


Facebook‘s (FB) Q3 results showed a lot of growth in their mobile ad revenue – and a decline in their desktop ad revenue.
Mobile ad revenue was $152 million in the quarter.  This means that their desktop ad revenue was $933 million.  That’s the first time there’s been a contraction in their desktop ad revenue since they started publicly reporting the data — other than the seasonal shrinkage in Q1.

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Why Facebook Needs To Be Deathly Scared Of Pinterest


Remember Pinterest?
Have you used it lately? Lots of people are.

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Wednesday, October 24, 2012

Despite Rosy Q3 Results, These Are The 11 Most Serious Questions Still Facing Facebook

Facebook offered some rosy data points in its earnings yesterday, but there are still 11 serious questions facing the company going forward.

Read the full post in Forbes

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Tuesday, October 23, 2012

3 Ways Facebook Can Earn Wall Street’s Respect

Talk with @JeffMacke on $FB earnings on tap for tonight:

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Apple’s iPad Event Brings Mini-Mal Excitement

My chat with @JeffMacke on iPad Mini and $AAPL



[Long AAPL]

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Jackson Sees Growth for Yahoo, Storm for Microsoft

(Bloomberg) -- Eric Jackson, founder of Ironfire Capital LLC, talks about Yahoo Inc.'s third-quarter earnings and outlook, and the future of Microsoft Corp. The biggest U.S. Web portal reported profit and sales that beat estimates. Jackson speaks with Trish Regan and Cory Johnson on Bloomberg Television's "Street Smart."



[Long YHOO]

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Monday, October 22, 2012

The Bear Case For $MSFT

From @BloombergTV today:

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Friday, October 19, 2012

Why Google Could 'Disappear' in 5 Years

My discussion today on @SquawkStreet about the challenges mobile presents to $GOOG:



[Long YHOO & AAPL]

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Why Does Marissa Mayer Consider Siri the "Perfect Search Engine"?

Marissa Mayer has some big choices ahead of her in search coming up between now and March when the Microsoft deal expires. What will she do and why does she think Siri is the Perfect Search Engine?

Read the full post in Forbes

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Thursday, October 18, 2012

The 25 Biggest Regrets in Life. What Are Yours?


We are all busy.
Life happens.
There’s always something to distract us from getting around to certain things we know we should do.
Soccer practice.  Work. Home renos. Getting that next big promotion.
And with the explosion of always-on smartphones and tablets delivering a fire hose of urgent emails, not to mention Twitter and Facebook (FB), in recent years, things have only gotten busier.
In the backs of our minds, we know we’re neglecting some stuff we should do. But we never get around to it.
Then, something happens.  A good friend or loved one – maybe close to us in age – drops dead unexpectedly.  We begin to think about what our biggest regrets would be if we were suddenly sitting on our death bed.
Here is a list of the 25 biggest ones we’ll probably have.

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Google's Search for a Second Act

My chat with @JeffMacke on $GOOG earnings tonight - pre-flash crash:

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Tuesday, October 16, 2012

Why The Search For the Next Facebook - or the Next Steve Jobs - is Fruitless

We are in a neverending hunt to find the "next Facebook" or the "next Steve Jobs." We never will. Here's where we should be looking instead.

Read the full post on Forbes

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Monday, October 15, 2012

Why Sprint's Softbank Deal Is Good for Yahoo!

NEW YORK (TheStreet) -- SoftBank (SFTBY:OTC) just dropped $20 billion to buy control ofSprint Nextel (S).


One of the implications of this deal, some observers have concluded, is that SoftBank will now no longer be able to do a deal to buy back Yahoo!'s (YHOO) stake in Yahoo! Japan, which SoftBank also controls.
Not so fast. There are several ways the Sprint deal could be good for Yahoo! shareholders.

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The Real Cause of Apple's Maps Problems Today? Steve Jobs

People who say Steve Jobs wouldn't have released Apple Maps fail to realize that Jobs put Apple in a strategic hole on Maps to begin with back in 2007.

Read the full post in Forbes

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Wednesday, October 10, 2012

Sorry PED, Of Course Apple Can And Will Buy Twitter

Philip Elmer-DeWitt of Fortune.com thinks it's silly to suggest that Apple would be Twitter for $10B. By his logic, Apple never would have launched an iPod, iTunes, iPhone, iPad, TV, or pay a regular dividend.

Read the full post on Forbes

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Here's Why All the People Freaking Out About Apple's Stock Crash Need to Take a Xanax

There has been an awful lot of angst and hyperventilating about Apple‘s (AAPL) stock price movements in the last few days.

“Apple has now entered BEAR Market territory. Down 11% from its high” was one tweet I saw yesterday.

It sort of goes with the territory, I guess, when you’re the biggest company in the world with a market cap in excess of $600 billion that even small percentage moves in the price of the stock get outsized attention from critics.

Read the full post in Forbes

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Tuesday, October 09, 2012

Interpreting the Apple Bashboys

NEW YORK (TheStreet) -- I own Apple (AAPL). I also write about Apple.


As you might imagine -- seeing as I own the stock -- when I write about Apple, I tend to be optimistic about its growth prospects.
Of course, I'd like to think I see the world through non-rose-colored glasses. In the last few months, I've written about why the monolithic iTunes product worries me and what I see as the 10 biggest mistakes that Apple's made in the last 15 years since Steve Jobs returned to the company.
I'm going to keep calling it like I see it and hopefully -- over time -- people will judge that I've done a pretty good job at assessing investment reality. If I'm wrong, my reputation will take a hit for being bullish about Apple.
I accept the fact that there are many Apple bears out there. They are welcome to put their views out there in the marketplace of ideas and let the public judge them over time.

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What's Going to be Apple's Next Killer Product? Not a New iPhone - Artificial Intelligence

What will be the biggest new Apple (AAPL) product introduced in the next 5 years?

In the last 5 years, we’ve seen the introduction of the iPhone, iPad, iPod Touch, and Apple TV.

Read the full post in Forbes

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Monday, October 08, 2012

Instagram is the Lycos of Mobile Photo Sharing

Instagram is a great app.

It is the easiest and most fun way to share an a photo on a mobile device — as of right now.

Read the full post on Forbes

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Stop Asking What Steve Jobs Would Do

My chat with @JeffMacke on Yahoo Finance



[Long AAPL]

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Thursday, October 04, 2012

BBG Video: Should Hewlett-Packard Even Be in the PC Business?

My chat with @nicolelapin last night on @BloombergWest re $HPQ:

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Wednesday, October 03, 2012

What's Up With 'Big Data'?

NEW YORK (TheStreet) -- One of the myths of the last two years in technology is that "big data" is going to allow all these amazingly personalized services for us.


It hasn't happened.
Katie Roof, a journalist, tweeted the other day: "I get random roofing companies following me on Twitter... Roof is really my name..."


Read the full post in TheStreet

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Friday, September 28, 2012

Here's My Fix for Facebook: Make Facebook a Subsidiary of Instagram With Zuck Reporting to Systrom

How could you radically remake Facebook into a mobile company? Make it a subsidiary of Instagram with Kevin Systrom running it.

Read the full post at Forbes

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Give 'Superman' A Chance at Yahoo!

Marissa Mayer's only been on the job for 2 and a half months. Let's give her a chance to prove herself.

Read the full post on Forbes

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RIM to Be Sold Within 24 Months, Jackson Says

My chat with @tomkeene & @scarletfu this morning about $RIMM and $YHOO



[Long YHOO]

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Wednesday, September 26, 2012

Facebook's MySpace Moment: Why Twitter Is Already Bigger Than Facebook

Facebook might have just hit its MySpace moment in coolness, passed on the way up by Twitter. As coolness goes, so goes, users, revenues and profits.

Read the full post on Forbes

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Why Mobile And Music Are a Must: Interview With Songza Co-Founder Eric Davich

I’ve mentioned Songza in the last few months in these posts. It’s my favorite mobile music app at the moment for its expert curation of different music moods that I often like to listen to during the day.  I discover a great number of new artists and songs because of it.

Read the full post in Forbes

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Ken Goldman Means More Financial Discipline at Yahoo!, Not Willy-Nilly Acquisitions


Yesterday, Tim Morse was effectively let go as CFO at Yahoo! (YHOO) by new CEO Marissa Mayer and replaced by Silicon Valley veteran Ken Goldman.
There are two diametrically opposed interpretations of what this hire means in the press today.

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Tuesday, September 25, 2012

Why Apple Maps and Siri Required Apple To Break Its 'No Beta' Rule

Apple Maps isn't like MobileMe. It's like Siri. Both required a lot of user data and breaking Apple's "no beta" policy.

Read the full Forbes post

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Eric Schmidt Says Google Would Love to Replace Microsoft as Yahoo!'s Search Partner

No one is reporting that Eric Schmidt said overnight in Tokyo that Google would love to be Yahoo!'s search partner again.

Read the full post in Forbes

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Monday, September 24, 2012

What Will Mayer's Yahoo! Strategy Be Tuesday?

NEW YORK (TheStreet) - On Tuesday, Marissa Mayer is set to unveil her grand strategy for turning around Yahoo! (YHOO).


This was decided at the end of last week at a company board meeting according to Kara Swisher at AllThingsD.
What is she going to say?

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Why Steve Jobs Thought Joe Nocera Was a 'Slime Bucket Who Gets Most of His Facts Wrong'

Turns out Steve Jobs wasn't a fan of Joe Nocera's opinion pieces in the Times. He certainly wouldn't have liked Saturday's.

Read the full post on Forbes

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Lang & O'Leary: BlackBerry Service Outage

Ironfire Capital founder Eric Jackson talks about the impact of Friday's BlackBerry service outages

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Friday, September 21, 2012

Beware of the Facebook Rebound Says Jackson

My chat with Macke about the coming Facebook head-fake:

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Would an Apple & Twitter Marriage Be a Match Made in Heaven?

My chat with Macke on why I love Twitter - and why Apple should buy it:



[Long AAPL]

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Thursday, September 20, 2012

Apple Shares to Hit $1,650 by Late 2015: Eric Jackson

My chat with Jeff Macke about Apple from yesterday:



[Long AAPL]

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Wednesday, September 19, 2012

What Yahoo! Must Do Next

NEW YORK (TheStreet) -- On Monday in Real Money, I suggested that readers go long Yahoo!(YHOO) stock or short-term calls betting on a deal with Alibaba being announced by today. Instead, the deal got announced yesterday.

Read the full piece in TheStreet

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Tuesday, September 18, 2012

What's Going to Be Apple's First New Product After TV?

Apple is not going to stop innovating after it comes out with its TV next year. Here are some ideas on what they might be working on next.

Read the full post in Forbes

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Wednesday, September 12, 2012

CNBC Video: Apple to Hit $1,650 by 2015

My appearance this morning on CNBC about Apple:



[Long AAPL and YHOO]

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iPhone 5 Isn’t The Only Factor Driving Apple Shares Higher: Eric Jackson

Here's my appearance with Aaron Task on Yahoo! Finance about the new iPhone 5

[Long AAPL and YHOO]

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Tuesday, September 11, 2012

Apple's 10 Biggest Mistakes Since Steve Jobs Returned

Apple has made an almost perfect string of decisions since Steve Jobs returned to the company in the 90s. What are its 10 biggest mistakes over that time period?

Read the full post in Forbes

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Monday, September 10, 2012

Yahoo!'s Culture Problem? It's Already Fixed

For all the bloggers who think Yahoo!'s culture is unfixable, I've got news for you, Marissa Mayer's already fixed it.

Read the full post on Forbes

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Thursday, September 06, 2012

7 Fearless Predictions for Where Marissa Mayer Will Take Yahoo!

Marissa Mayer is going to be bold in her actions in the next year at Yahoo! Here's what to expect.

Read the full post on Forbes

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Amazon's Announcement

Here's my discussion with Deirdre Bolton on Bloomberg's Money Moves earlier today about what to expect out of today's Amazon announcement:

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Twitter is Now Twice as Big as Facebook - Here's Why

Katy Finneran of Bloomberg just tweeted that “Twitter’s 2012 mobile ad revenue exceeds Facebook‘s 2012 mobile ad revenue, $129.7 million to $72.7 million.” These numbers are eMarketer.

That’s huge news.  It essentially means that Twitter is now a bigger company than Facebook.  Here’s why.

Read the full post in Forbes

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Tuesday, September 04, 2012

Amazon Deal ‘Final Straw’ for Netflix

My appearance on CNBC today discussing $AMZN $NFLX $CSTR $VZ

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Mark Cuban Is Wrong: Facebook's Ebersman, Zuckberg and Thiel Were Short-Sighted

NEW YORK (TheStreet) -- Andrew Ross Sorkin set off a firestorm in the tech blogosphere/echo chamber earlier this week with his New York Times' DealBook column asserting that Facebook(FB_) CFO, David Ebersman, was most responsible for Facebook's debacle of an IPO three months ago.

Well, the Facebook apologists have got their backs up on that one.


This creative Tumblr post took Sorkin's words and edited them to portray how brilliant Ebersman was.
Many folks on Twitter (and at TheStreet) said Ebersman was "not solely" to blame.
Others reminded us of the technical glitches of Nasdaqand how that caused the whole stock to get off on the wrong foot with investors "which cannot be quantified."
Then, Mark Cuban weighed in via WSJ's Marketbeat blog.
To blame Ebersman, Cuban says, is "180 degrees wrong."

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Why Sorkin is Right About Ebersman Blowing the Facebook IPO -- And What That Says About Zuckerberg


Andrew Ross Sorkin penned a piece last night blaming Facebook(FB) CFO, David Ebersman, for being responsible for the IPO fiasco.
MENLO PARK, CA - FEBRUARY 08:   Facebook CFO D...
Facebook CFO David Ebersman (Image credit: Getty Images via @daylife)
Sorkin gets it exactly right.

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Sunday, August 26, 2012

The Ten Most Dangerous Things Business Schools Teach MBAs

A lot of MBAs think the world is now lucky to be working with them. Here are the 10 most dangerous things they learn in B-School.

Read the full post in Forbes

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Wednesday, August 22, 2012

Why Peter Thiel Should Be Ashamed - And Resign From Facebook's Board Immediately

I don't have a problem with Peter Thiel selling his Facebook shares. I have a problem with him continuing to serve as a director and selling his shares

Read the full post on Forbes

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Tuesday, August 21, 2012

Why Facebook, Zynga, and Groupon All Should Have IPO'ed Two Years Ago Instead of Waiting

Unlike the experts who believe Facebook, Zynga, and Groupon should have waited to IPO, I think the companies' rocky results as a public company show they should have gone public much sooner than they did.

Read the full Forbes post

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Friday, August 17, 2012

The 7 Reasons Why 360 Degree Feedback Programs Fail

360 degree feedback has been around for some time now. You know it’s reached the level of common management practice when it gets featured in Dilbert cartoons and “The Office” episodes.

Read the full post in Forbes

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Tuesday, August 07, 2012

Why Apple Should Replace Google as the Default Search Engine on iPhone with Yahoo!

It's a matter of time before Apple drops Google as the default search engine on the iPhone.  However, here's why it's more likely that they'll replace it with Yahoo! search rather than Microsoft's Bing

Read the full Forbes post

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Friday, July 27, 2012

31 Telltale Signs You Are A Horrible Boss

These are the 31 sure signs that you're a horrible boss.  However, you likely have a good excuse for all of them.

Read the full post on Forbes

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Thursday, July 26, 2012

Jackson: Facebook Will Surprise on the Upside

Here's my appearance this morning on Bloomberg TV talking Facebook, Zynga, and Netflix

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The Incredible Story of Why A Newspaper Sent 15 Reporters to Cover The Funeral of an Ordinary 55 Year Old Woman

The incredible story of an ordinary 55 year old woman who died suddenly last February and which one newspaper sent 15 reporters to cover. As you read about her life, you see why they did -- and what we all can learn from her humble and loving life.

Read the full post in Forbes

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Wednesday, July 25, 2012

Nothing to Fear in Apple Call, but No Need to Rush to Buy

NEW YORK (TheStreet) -- Apple's(AAPL_) miss of analysts' targets on Tuesday's call was noteworthy.

Given Apple's track record of handily beating expectations, its overall size, and the general nervous market environment we're currently in, it's perhaps understandable that bloggers and market watchers generally freaked out over the results.

Read the full post on TheStreet

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New Video: Trading Apple's Big Q3 Miss

Here's my appearance this morning on CNBC's Squawk on the Street discussing Apple's miss last night.



[Long AAPL]

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Tuesday, July 24, 2012

The Only Thing You Need To Remember About The Seven Habits of Highly Effective People

I can't name any single one of the 7 Habits of Highly Effective People. But I do remember this simple 2 x 2 matrix on how to spend your time -- and you should too.

Read the full post on Forbes here

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The Global Elite May Be Hiding $32 Trillion in Offshore Tax Havens, But The Best Solution May Be To Lower Their Tax Rates Instead of Raising Them

A recent study by a so-called tax-evading watchdog group suggests that there is $32 trillion in offshore tax havens which have evaded being taxed.  But why will increasing tax rates capture that  lost wealth?

Read the full post in Forbes

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Monday, July 23, 2012

When David Filo Gets Excited, I Get Excited

David Filo isn't known for speaking out publicly. That's why his endorsement of Marissa Mayer as Yahoo! CEO is so significant.

Read the full post on Forbes

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A Peek Into the Future of Mobile with Former HuffPo CEO Eric Hippeau

Eric Hippeau of Lerer Ventures gave me a sneak-peek into some of the tech trends influencing which hot tech start-ups he's backing.  We also swapped old Yahoo! stories.

Read the full post in Forbes

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Memo to Scott Thompson: Nobody Cares What You Think Now and Forever

Scott Thompson has been hired by a company that's 30% owned by eBay - his old employer. He thinks he's still qualified to weigh in on the hiring of Marissa Mayer at Yahoo!

Read the full post on Forbes

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Sunday, July 22, 2012

Predicting The Strange Future Relationship of Yahoo!, Google, and Facebook


There are so many intriguing aspects ofMarissa Mayer‘s hiring at Yahoo! (YHOO).
However, what fascinates me the most is what the future strategic direction of Yahoo! will be under her watch and what this means for the company’s future relationships with Google(GOOG) and Facebook (FB) (not to mentionMicrosoft (MSFT)).

Read the full post on Forbes

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Marissa Mayer's Pay Package Is A Relative Bargain Compared to Past Yahoo! CEOs


There’s been enormous attention given to Marissa Mayer‘s pay package disclosed yesterday as the new CEO of Yahoo! (YHOO).
I’ve seen people complain that it’s too rich.  I’ve also seen it reported that the total package is worth $60 million over four years, while other outlets claim it’s worth $120 million over the same period.

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It's Terrifying and Sickening that Microsoft Can Now Listen In on All My Skype Calls

Enough is enough. Every keystroke made, website visited, and app downloaded is tracked. Now Microsoft can track every conversation you have on Skype. Stop the privacy madness!

Read the full post on Forbes

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Monday, July 16, 2012

The Most Under-rated Key to Long-Term Career Success: Staying Power

Smart, talent, and good looks won't ensure you'll still be doing your job in 40 years. Staying power will. Here's how to get it.

Read the full post on Forbes

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Friday, July 13, 2012

What It Will Take For Yahoo! To Blast Above $16

Here is why Yahoo! is poised to jump in price in the next 8 months.

Read the full post on Forbes

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Wednesday, July 11, 2012

RIM's New Marketing Chief Makes No Sense

NEW YORK (TheStreet) -- Tuesday's shareholder meeting for Research In Motion(RIMM_)was dead boring, with no real news. As a result, the stock got hammered on Tuesday -- down 6%.



One of the strangest things I found had to do with RIM's new chief marketing officer, Frank Boulben. He did an interview with Canada's Globe and Mail on Monday and a TV interview Tuesday.
RIM CEO Thorsten Heins made a big deal on Tuesday during his remarks on his new management team that he'd personally assembled and was going to turn RIM into a "lean, mean hunting machine." (Seriously, he said that.)
Is there any other position on that team more critical than marketing? For years, RIM has emphasized engineering over marketing. Founder Mike Lazaridis believed that giving names to his devices was silly marketing fluff. So he decided all that was needed was a bunch of four digits for device names like 8900 or 9500.

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Monday, July 09, 2012

Post-Grad Management Cliches for MBAs: 97 More Cliches to Help You Get Promoted

Did you think 89 management cliches were enough to get you promoted to middle or upper management? If so, you're not drinking from the firehose enough. Here are 96 more to ensure you avoid the next round of layoffs at your organization.

Read the full post on Forbes

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Thursday, July 05, 2012

Facebook's Biggest Problem: Mobile

NEW YORK (TheStreet) -- Reading The New York Times and The Wall Street Journal this past weekend, you would have thought that the biggest issue facing Facebook(FB_) is whether it should stay listed on Nasdaq or move to the New York Stock Exchange.


This issue is a total sideshow, and I would fear for the company if CEO Mark Zuckerberg was spending any time thinking about it.


No, the big issue dogging Facebook these days is the shift to mobile from the desktop.

Many speculate this shift happened much faster in the second quarter than anyone had expected, and that it was responsible for the reduced guidance in the days before Facebook's initial public offering that spooked big institutional investors and hammered the stock.

Read the full post on TheStreet

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Monday, July 02, 2012

Twitter's Doing Exactly The Right Thing Cutting Off Leeches

Twitter's doing exactly the right thing by taking back ownership of its own product and shutting off LinkedIn from leeching off its success.

Read the full Forbes post here

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Wednesday, June 27, 2012

Apple Integrates Facebook and says 'Fool Me Once...'


As part of the WWDC keynote from a few weeks ago, one of the expected announcements which was included was Scott Forstall’s announcement thatFacebook (FB) would be tightly integrated into iOS 6 when it comes out this Fall.
The announcement was greeted with applause at the event and most of the tech media concluded this was great news and didn’t say another word about the issue.

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Can RIM Pull Out of Its Tailspin?

NEW YORK (TheStreet) -- Research In Motion(RIMM_) will report its latest quarter after the close on Thursday.


As Horace Dediu pointed out on his Asymco blog, last yea, RIM reported that it sold 13.2 million phones. Yet, in the prior quarter reported in April, RIM only reported selling 11.1 million phones.


Read the full post on TheStreet

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Wednesday, June 20, 2012

Why Android Users Are Clueless and What that Means for Apple and Google

NEW YORK (TheStreet) -- Apple(AAPL_) took a few shots at Google(GOOG_) last week during their WWDC keynote.'


Even Siri poked fun at Google's names for their different versions of their operating systems (Ice Cream Sandwich, Cupcake and FroYo): "Who came up with these names, Ben & Jerry's?"


But the really stunning stat to come out at the conference was from Scott Forstall, who is the head of Apple's mobile software. He pointed out that more than 80% of Apple's iOS users were running the latest version of iOS. However, only 7% of Google Android users are running the latest version of their software.

Read the full post in TheStreet

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Tuesday, June 19, 2012

89 Business Cliches That Will Get Any MBA Promoted And Make Them Totally Useless

You don't need an MBA to "fake it until you make it" and rise to middle management in your company. Just learn these 89 cliches.

Read the full post in Forbes

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Monday, June 18, 2012

Why Silicon Valley Tech Wunderkinds Overestimate Their Own Smarts and Abilities


In the field of social psychology, there’s a concept known as the “fundamental attribution error.” Believe it or not, it has a lot to do with Silicon Valley and tech companies.

Basically, it says that all humans (including you and me) are born biased to over-value the importance of personal characteristics in driving others’ outcomes, but under-value the situational factors in driving others’ outcomes.


Yet, when we explain our own achievements in life, we are biased to over-value our personal characteristics as explaining our successes while also over-valuing our situation factors in explaining our failures.

From Wikipedia:

As a simple example, if Alice saw Bob trp over a rock and fall, Alice might consider Bob to be clumsy or careless (dispositional). If Alice tripped over the same rock herself, she would be more likely to blame the placement of the rock (situational).

In Silicon Valley, this type of thinking is so prevalent, you could say the “fundamental attribution error” has become “groupthink.” Everyone believes that the sun rises and sets on their pillow case.

Read the full post in Forbes

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What Yahoo! Should Do With Search

A few weeks ago, I said that Ross Levinsohn needed to make 3 phone calls in his first day on the job as interim CEO at Yahoo (YHOO).

Read the full Forbes post

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Thursday, June 14, 2012

Apple TV Will be Revolutionary But It Won't Kill The Cable Companies

Apple TV is going to be huge and create enormous change to the industry. But it won't kill the cable companies.

Read the full Forbes post.

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Wednesday, June 13, 2012

Tim Cook is Being a First Rate Tim Cook, Instead of a Second Rate Steve Jobs

Tim Cook doesn't have to be Steve Jobs. He just has to be Tim Cook. That's good enough.

Read the full post in Forbes

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Tuesday, June 12, 2012

What's Key in Apple's WWDC News

NEW YORK (TheStreet) -- There were several interesting takeaways from the Worldwide Developers Conference keynote on Monday for Apple(AAPL_) investors. Here are a few....


Read the full post in TheStreet

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CNBC Video: Will Apple Hit a Target of $1650 by 2015?

My appearance from CNBC yesterday about Apple.



[Long AAPL]

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Why Facebook Doesn't Have Mobile In Its Founding DNA - and Why That Spells Disaster

Facebook - and all companies - have a founding DNA that is the key to their success.  However, when the competitive environment shifts, what served them so well in one generation is a mismatch to the next generation.

Read the full Forbes post

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Thursday, June 07, 2012

Why Apple Is Smart to Double Down on Siri


Apple‘s (AAPL) CEO, Tim Cook, spoke on Tuesday night at the All Things D conference about a wide range of subjects.


One area he was pressed on by Walt Mossberg was Siri, Apple’s voice-automated personal assistant that comes as part of the new iPhone 4S.

“When it works, it works really well,” said Mossberg. “But a lot of times, it doesn’t work.”



Read the full post on Forbes

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Altucher Vs. Jackson on the Future of Facebook (via Facebook Comments)

Earlier this week, I was on CNBC, discussing my post from Forbes from 5 weeks ago titled “Here’s Why Google and Facebook Might Completely Disappear in the Next Five Years.”

Read the full post on Forbes

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Tuesday, June 05, 2012

What Apple Will Do to the World of TV

NEW YORK (Real Money) -- There are many people who think Apple(AAPL_) is going to do to the world of TV what it did to the world of phones with the iPhone.


Read the full post on TheStreet.com

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Monday, June 04, 2012

CNBC Video: Betting Against Facebook

Here's my appearance on CNBC this morning about Facebook and Google.

It stems from this Forbes article.

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Wednesday, May 30, 2012

Yahoo!'s Interim CEO Doing the Right Things

NEW YORK (TheStreet) -- Yesterday I tweeted that I think Ross Levinsohn is doing a great job as interim CEO at Yahoo! (YHOO_).



I quickly got a response from tech blogger Om Malik wondering whether Ross had really done that much: "[A]nd what exactly is he doing except got the Asian equity selloff. Let's judge him in a year, not in days."
When I responded I thought that was a fair point but the leaked strategy to Business Insider looked like the best I'd seen from Yahoo! since 2006, Om countered: "[L]eaked strategy is a plan to appease angry investors. Now let's see how well it is executed. Talk is cheap, inaction expensive."

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Forget the Post-PC World. Google Goggles are Preparing for the Post-Phone World.

I've made fun of them, but Google Goggles could be the most significant project at Google since the original work on search.

Read the full post on Forbes

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Monday, May 28, 2012

After Dismissing Mobile for the Last 2 Years, Facebook's Zuckerberg Gets Religion. Will It Matter?

Mobile is going to be the biggest challenge ever faced by Mark Zuckerberg and Facebook.  Here's why.

Read the full post in Forbes

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Friday, May 25, 2012

Eric Jackson on Outlook for Google, Facebook

May 25 (Bloomberg) -- Eric Jackson, founder of Ironfire Capital LLC, talks about the outlook for Facebook Inc. and Google Inc. Jackson speaks with Deirdre Bolton on Bloomberg Television's "In the Loop." (Source: Bloomberg)



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Thursday, May 24, 2012

How Big Will Alibaba Group Become?

Meet Alibaba Group.  It's soon to become bigger than either Tencent or Baidu.  The biggest Chinese Internet company in the world.

Read the full post in Forbes

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"Mobile Is Going To Crush Facebook"

Is the shift from desktop to mobile happening even faster than expected?

Read the full Forbes post

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Tuesday, May 22, 2012

Who's to Blame for Botched Facebook IPO?

NEW YORK (TheStreet) -- I was at CNBC in Englewood Cliffs, N.J. last Friday when Facebook(FB_) had its initial public offering.



The tension in the room among producers was palpable as the IPO was delayed for half an hour.
Then, suddenly, it opened. The stock quickly jumped to almost $45. There were whoops and clapping atCNBC. People were excited.
However, within 10 minutes, something strange happened. The stock started to fall. It was one long, continuous slide back down to $38, where the underwriters defended it for the rest of the day.
That day, on business TV, the Facebook blame game started. Whose fault was it?
I couldn't have imagined that outcome a few short hours before. I woke up around 6 a.m. that Friday. When I turned on "Squawk Box," there was a sense of excitement similar to the Superbowl for business media. Later that day, people focused on Nasdaq (NDAQ_)and its technical problems. Next, people started pointing fingers at Morgan Stanley (MS_) for retaining too much control over the offering.
Yet, Morgan Stanley was the lead bank behind the most successful social media in the last two years:LinkedIn (LNKD_).
In contrast to Facebook, which sold 421 million shares in the IPO, LinkedIn sold 7 million shares. Did Michael Grimes give bad advice to Facebook and good advice to LinkedIn?
Unlikely.
If Morgan Stanley wasn't the problem, who was? Facebook management, which is to say, Mark Zuckerberg

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Here's How Wrong All the Facebook Predictions Were


Facebook‘s (FB) busted IPO is so last week’s news now.  We’ve now become so used to it, everyone’s taken to slagging it on Twitter and in the blogosphere.
It’s almost like we were all in on the joke of what a botched IPO it was going to be — except that’s not true at all.
In fact, we all thought the Facebook IPO was going to be a huge hit.  We were dead wrong.

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