Michael Mahoney
Michael Mahoney
buying ceo exactly impressed interested price south sure trading
I was impressed with the CEO and the company's plans. There's a price at which I would be very interested in buying Baidu back. I'm not sure exactly where it is but it is probably still south of where it is trading right now.
bond creep environment interest low rate rates risky since starting
This makes sense in a low interest rate environment but it's risky since short-term rates are starting to creep up and the 10-year bond is back over 4 percent.
aol gain garden great greater lots outside pay people phenomenal reason stuff using
As people gain greater sophistication in using the Net, they don't need the walled garden that is AOL, ... The only reason you pay for AOL is if you think there is lots of great stuff in the garden -- but everything outside the garden is phenomenal so you don't need it.
billions gets key
The key thing is materiality. When it gets up into billions it is material,
continue good selling
If we continue to see selling off in tech, telecoms are a good place to hide,
internet
I think there is going to be more Internet consolidation.
chip impact
CHIP can impact a lot of working families.
biggest linux threat
The biggest threat from Linux is to Sun.
beginning cycle dig
I don't think the cycle is about to end. Telecoms are just beginning to dig out of the hole,
anybody federal government reverse smoking thinks trend
Anybody who thinks the federal government is going to do anything to reverse the outsourcing trend is smoking dope,
anyone aware early influenced investing lots payoff stages
Nanotech is in its early stages and is influenced by lots of hype. Anyone that is investing in it now has to be aware that a payoff is many years down the road.
drive expensive gas six tanks worth
The drive is six hours, so that's two tanks of gas in this thing, so it's pretty expensive in this thing but it's worth it.
bit buying cash executives incentive insider less positive stock technology
Technology executives get less compensation in cash and more in stock so there's more of an incentive to sell. So if you do see a bit of insider buying going on, that is a positive sign.
ended hold onto possibly selling
I ended up selling because it went so ballistic that I didn't see how I could possibly hold onto it when it was a three-digit number.