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.

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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.

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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.

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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.

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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.

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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.

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Stop Asking What Steve Jobs Would Do

My chat with @JeffMacke on Yahoo Finance

[Long AAPL]

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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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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..."

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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.

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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.

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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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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.

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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.

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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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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.

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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.

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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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