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

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

RIM to Be Sold Within 24 Months, Jackson Says

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



[Long YHOO]

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

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

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.

Read the full post in Forbes

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

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

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?

Read the full post on TheStreet

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

Lang & O'Leary: BlackBerry Service Outage

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

Beware of the Facebook Rebound Says Jackson

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

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]

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

My chat with Jeff Macke about Apple from yesterday:

[Long AAPL]

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

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

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

My appearance this morning on CNBC about Apple:



[Long AAPL and YHOO]

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]

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

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

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

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:

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

Amazon Deal ‘Final Straw’ for Netflix

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

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."

Read the full post in TheStreet

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.

Facebook CFO David Ebersman (Image credit: Getty Images via @daylife)

Sorkin gets it exactly right.

Read the full Forbes post here.