If you believe comments made recently in discussion boards and blogs across the Internet, search giant Google is developing an instant messaging initiative.
Read this and more on Instant Messaging at the IM Frame Weblog
Tuesday, August 31, 2004
Wednesday, August 25, 2004
A Market View from Channel Trend
I asked my friends over at Channel Trend for a quick view on the markets. Currently, they favor stocks over cash and bonds in their asset allocation. They went on to say they favor low risk stocks and here are a list of their favorities.
The following commment was supplied to me by Bill Keller at Channel Trend. I asked for a quick overview via email. You will notice this is not an indepth research report, it is not an offer to buy or sell stocks, and it is strictly informational. If you have questions you can contact Channel Trend directly. The following is a synopsis of the email I received from Bill.
While we have increased our stock allocation it looks like, if stocks go up, they are going to run into difficulty around the mid to upper 1100's on the S&P. But today, given Cash, Bonds, and Stocks as primary asset classes we favor stocks. Most economic sectors have some attractively ranked stocks. Since the market is currently rewarding low risk as opposed to high risk (except for last week) we would rather buy low risk stocks. Here are a couple of low risk (company and stock risk not necessarily price risk) stocks in some different sectors.
Symbol/Price
Basic Industry
AVY 60.40
BLL 37.29
Capital Goods
DE 61.54
LLL 59.45
Consumer Non Durables
KO 44.21
CAG 26.18
Energy
COP 74.16
Financial
AIG 70.50
Healthcare
CAH 44.53
Technology
FSS 17.41
Of the stocks you asked about SUNW is a Strong Buy candidate, INTC, JNPR, CSCO are all Hold (market perform) candidates.
Let me know if you need more.
William Keller
Channel Trend
Send Bill Email
1-214-818-0920.
About Channel Trend
Channel Trend is an independent, privately owned investment research and investment management firm. We provide investors and investment managers with specific recommendations on over 3500 U.S. stocks and over 7000 foreign stocks. We also provide analysis of financial markets and recommendations for managing fixed income and balanced funds and portfolios.
Channel Trend is a leading practitioner in the application of behavioral finance concepts and models to the field of investment management and research.
Channel Trend uses a disciplined, systematic approach to assess the attractiveness of individual stocks and major segments of financial markets. Our proprietary models and methods of analysis are the foundation of our investment approach.
Our stock recommendations have generated superior investment performance with a proven track record of over 15 years
Channel Trend was founded in 1982 and our 4 principals average 30 years of experience in the investment research and management field. We provide our services to investors and investment managers on a fee basis. Channel Trend does not engage in investment brokerage or investment banking activities. As an independent investment research and management firm, our sole interest and objective is to help our clients realize superior investment returns and performance.
The above information was supplied by Robert T DeMarco.
All American Investor Weblog
The following commment was supplied to me by Bill Keller at Channel Trend. I asked for a quick overview via email. You will notice this is not an indepth research report, it is not an offer to buy or sell stocks, and it is strictly informational. If you have questions you can contact Channel Trend directly. The following is a synopsis of the email I received from Bill.
While we have increased our stock allocation it looks like, if stocks go up, they are going to run into difficulty around the mid to upper 1100's on the S&P. But today, given Cash, Bonds, and Stocks as primary asset classes we favor stocks. Most economic sectors have some attractively ranked stocks. Since the market is currently rewarding low risk as opposed to high risk (except for last week) we would rather buy low risk stocks. Here are a couple of low risk (company and stock risk not necessarily price risk) stocks in some different sectors.
Symbol/Price
Basic Industry
AVY 60.40
BLL 37.29
Capital Goods
DE 61.54
LLL 59.45
Consumer Non Durables
KO 44.21
CAG 26.18
Energy
COP 74.16
Financial
AIG 70.50
Healthcare
CAH 44.53
Technology
FSS 17.41
Of the stocks you asked about SUNW is a Strong Buy candidate, INTC, JNPR, CSCO are all Hold (market perform) candidates.
Let me know if you need more.
William Keller
Channel Trend
Send Bill Email
1-214-818-0920.
About Channel Trend
Channel Trend is an independent, privately owned investment research and investment management firm. We provide investors and investment managers with specific recommendations on over 3500 U.S. stocks and over 7000 foreign stocks. We also provide analysis of financial markets and recommendations for managing fixed income and balanced funds and portfolios.
Channel Trend is a leading practitioner in the application of behavioral finance concepts and models to the field of investment management and research.
Channel Trend uses a disciplined, systematic approach to assess the attractiveness of individual stocks and major segments of financial markets. Our proprietary models and methods of analysis are the foundation of our investment approach.
Our stock recommendations have generated superior investment performance with a proven track record of over 15 years
Channel Trend was founded in 1982 and our 4 principals average 30 years of experience in the investment research and management field. We provide our services to investors and investment managers on a fee basis. Channel Trend does not engage in investment brokerage or investment banking activities. As an independent investment research and management firm, our sole interest and objective is to help our clients realize superior investment returns and performance.
The above information was supplied by Robert T DeMarco.
All American Investor Weblog
Sunday, August 22, 2004
Tech Pro's Sound Off on Google IPO
This article includes comments ranging from people like Esther Dyson to Chris Anderson. Well worth a quick read by those interested in technology.
Source SF Gate
Tim Bajarin
President, Creative Strategies Inc.
In Silicon Valley's grand scheme, Google keeps the valley's legend alive. It mirrors the garage shop rags-to-riches of Hewlett and Packard, Intel's Noyce, Moore and Grove, Apple's Jobs and Wozniak and Yahoo's Jerry Yang and David Filo. It keeps alive the hopes and dreams of Silicon Valley entrepreneurs and engineers by suggesting that they, too, could someday emerge as billionaires if they could only invent the next great technology that captures the hearts and minds of the ever-expanding digital universe of users around the world.
Its role in the world of technology cannot be underestimated. Its search engine places this technology at the heart of the way we find things in context in a truly unruly World Wide Web. By inventing a much less obtrusive way to tie advertising to search results, that makes advertising practical and in many ways a welcome part of the search process..
Craig Newmark
Founder, Craigslist
Hey, the Google guys are doing great, both from a technology perspective and how they're trying to do the right thing for their community. As companies get more successful and bigger, they often forget that their customers are people and should be treated as such. I can see the Google guys trying hard to remember that and to make their moral compass an everyday part of their operations, a la "Do no evil."
They were being really smart and fair with their IPO, trying to democratize it, to give everyone a chance. I really like that, since I figure the Internet should be for everyone, and this helps change things. Sometimes it's hard to do the right thing, but I figure Google's a pretty decent role model..
Chris Anderson
Editor, Wired magazine
Although I applaud Google's attempt to use its clout to try an interesting experiment with alternatives to the financial status quo, it was so badly handled that the results are ambiguous at best. More likely, they're counterproductive, possibly even setting back the cause of auctions.
By trying to change too many variables at the same time -- challenging the convention of an investment-bank-led IPO, hugely increasing the usual number of underwriting banks and trying to come up with some novel auction rules on the fly -- Google was bound to run into hitches.
And when it did, the Wall Street establishment, which had been basically asked to dig its own grave as a condition of participation, bit back with glee. The end result is that auctions, long a campaign of real financial rebels such as Bill Hambrecht, now look messy, dangerous and inefficient, which is a shame..
Esther Dyson
Editor at large, Cnet Networks
Of course those analysts want to paint the whole IPO as a dismal failure because it more or less bypassed Wall Street and its gatekeepers.
(But) the market worked. My read of it is that the initial hoopla was driven mostly by the press. Perhaps foolishly, the company responded by pricing the deal at a premium to what rational analysts said it was worth.
That made sense for a while. Indeed, some people suggested the stock was still underpriced. Then the backlash began, as potential investors talked down the price and the (technology) stock market overall started retreating.
Google made and revealed a number of blunders, including an atypical bout of excessive openness -- an interview with Playboy. I'd rather criticize Google for excessive secrecy. But in the end, the company is open about what it says, if a bit smug, and open about what it will not tell..
Bill Burnham
Managing partner, Softbank Capital Partners
No matter how hot an IPO is perceived to be, the company still has to listen to Wall Street. Companies have to remember that investment managers have more than 10,000 potential stocks to choose from. That means a company has go the extra mile to convince these money managers that its stock is going to make them money
Google is a U.S. company, and it helps cement the pre-eminent position of the U.S. in the global Internet industry. The tens of thousands of domestic, skilled jobs that Internet companies such as Google have created not only help offset some of the job losses from some forms of outsourcing, but also help the U.S. industrial base migrate from old, slow-growth industries toward new, high-growth industries. Google, with its freewheeling, inventive culture and strong technology, is a great example of how U.S. industry can grow and prosper even in the face of increasing competition from overseas..
Robert Shaw
Chief executive officer, ArcSight
I'm very excited about the company. It just shows that great ideas and innovation, experienced management and profitability still drive great valuations. The auction process, jealousy, poor press and a number of minor administrative missteps probably handicapped the opening, but I see tremendous upside once the dust settles. Their careful use of cash and a relatively cheap infrastructure give them a huge advantage. Now it's time to let the innovative genes drive them to the next level..
Christopher Lochhead
Chief marketing officer, Mercury Interactive Corp.
This is not a return to 1999. Silicon Valley is in a very different place, and there are very few billion-dollar startups. The bubble has burst. There has been a nuclear winter in technology spending, and we've moved from the new economy to the show-me economy.
The Google story yet to be told is that when the company started six years ago, the general industry opinion was that the search market was mature and the players had been chosen. By building this company during the worst economic downturn in modern technology history, they proved that with an innovative technology and business model, you can build one of the fastest growing startups of all time in any economy.
After four years of a technology IPO wasteland, this is Revenge of the Nerds, with the geeks running away with the money and the bunnies.
Also on BlogCritics
Also on All American Investor Weblog
Source SF Gate
Tim Bajarin
President, Creative Strategies Inc.
In Silicon Valley's grand scheme, Google keeps the valley's legend alive. It mirrors the garage shop rags-to-riches of Hewlett and Packard, Intel's Noyce, Moore and Grove, Apple's Jobs and Wozniak and Yahoo's Jerry Yang and David Filo. It keeps alive the hopes and dreams of Silicon Valley entrepreneurs and engineers by suggesting that they, too, could someday emerge as billionaires if they could only invent the next great technology that captures the hearts and minds of the ever-expanding digital universe of users around the world.
Its role in the world of technology cannot be underestimated. Its search engine places this technology at the heart of the way we find things in context in a truly unruly World Wide Web. By inventing a much less obtrusive way to tie advertising to search results, that makes advertising practical and in many ways a welcome part of the search process..
Craig Newmark
Founder, Craigslist
Hey, the Google guys are doing great, both from a technology perspective and how they're trying to do the right thing for their community. As companies get more successful and bigger, they often forget that their customers are people and should be treated as such. I can see the Google guys trying hard to remember that and to make their moral compass an everyday part of their operations, a la "Do no evil."
They were being really smart and fair with their IPO, trying to democratize it, to give everyone a chance. I really like that, since I figure the Internet should be for everyone, and this helps change things. Sometimes it's hard to do the right thing, but I figure Google's a pretty decent role model..
Chris Anderson
Editor, Wired magazine
Although I applaud Google's attempt to use its clout to try an interesting experiment with alternatives to the financial status quo, it was so badly handled that the results are ambiguous at best. More likely, they're counterproductive, possibly even setting back the cause of auctions.
By trying to change too many variables at the same time -- challenging the convention of an investment-bank-led IPO, hugely increasing the usual number of underwriting banks and trying to come up with some novel auction rules on the fly -- Google was bound to run into hitches.
And when it did, the Wall Street establishment, which had been basically asked to dig its own grave as a condition of participation, bit back with glee. The end result is that auctions, long a campaign of real financial rebels such as Bill Hambrecht, now look messy, dangerous and inefficient, which is a shame..
Esther Dyson
Editor at large, Cnet Networks
Of course those analysts want to paint the whole IPO as a dismal failure because it more or less bypassed Wall Street and its gatekeepers.
(But) the market worked. My read of it is that the initial hoopla was driven mostly by the press. Perhaps foolishly, the company responded by pricing the deal at a premium to what rational analysts said it was worth.
That made sense for a while. Indeed, some people suggested the stock was still underpriced. Then the backlash began, as potential investors talked down the price and the (technology) stock market overall started retreating.
Google made and revealed a number of blunders, including an atypical bout of excessive openness -- an interview with Playboy. I'd rather criticize Google for excessive secrecy. But in the end, the company is open about what it says, if a bit smug, and open about what it will not tell..
Bill Burnham
Managing partner, Softbank Capital Partners
No matter how hot an IPO is perceived to be, the company still has to listen to Wall Street. Companies have to remember that investment managers have more than 10,000 potential stocks to choose from. That means a company has go the extra mile to convince these money managers that its stock is going to make them money
Google is a U.S. company, and it helps cement the pre-eminent position of the U.S. in the global Internet industry. The tens of thousands of domestic, skilled jobs that Internet companies such as Google have created not only help offset some of the job losses from some forms of outsourcing, but also help the U.S. industrial base migrate from old, slow-growth industries toward new, high-growth industries. Google, with its freewheeling, inventive culture and strong technology, is a great example of how U.S. industry can grow and prosper even in the face of increasing competition from overseas..
Robert Shaw
Chief executive officer, ArcSight
I'm very excited about the company. It just shows that great ideas and innovation, experienced management and profitability still drive great valuations. The auction process, jealousy, poor press and a number of minor administrative missteps probably handicapped the opening, but I see tremendous upside once the dust settles. Their careful use of cash and a relatively cheap infrastructure give them a huge advantage. Now it's time to let the innovative genes drive them to the next level..
Christopher Lochhead
Chief marketing officer, Mercury Interactive Corp.
This is not a return to 1999. Silicon Valley is in a very different place, and there are very few billion-dollar startups. The bubble has burst. There has been a nuclear winter in technology spending, and we've moved from the new economy to the show-me economy.
The Google story yet to be told is that when the company started six years ago, the general industry opinion was that the search market was mature and the players had been chosen. By building this company during the worst economic downturn in modern technology history, they proved that with an innovative technology and business model, you can build one of the fastest growing startups of all time in any economy.
After four years of a technology IPO wasteland, this is Revenge of the Nerds, with the geeks running away with the money and the bunnies.
Also on BlogCritics
Also on All American Investor Weblog
Monday, August 09, 2004
AOL IM 'Away' message flaw deemed critical
Computer security companies are warning users of America Online Inc.'s Instant Messenger (AIM) software that a serious security hole in the product could allow remote attackers to execute malicious code on computers that run the popular instant messaging software.
Source Info World
America Online (AOL) confirmed the existence of the software vulnerability in an AIM feature that allows users to post automatic replies, such as "I'm away" messages, to instant messages (IMs) that they receive. The company is planning to release a test version of the AIM client later this week that will fix the hole, said Andrew Weinstein, an AOL spokesman.
The security hole was discovered by iDefense Inc. of Reston, Virginia, a computer security intelligence company. A flaw in an AIM component called the "goaway" function allows an attacker to cause a buffer overrun on machines running AIM. Attackers could trigger the flaw by feeding a large amount of data to the goaway function, possibly using a URL (uniform resource locator) embedded in an instant message to the user.
About the Author
Robert T DeMarco is CEO of IP Group in Herndon VA. IP Group offers software communication tools for use on the Internet. These include: PowerTools, Watch Right, Always on Time and IM Frame. Mr. DeMarco is the author/editor of several Weblogs and is also a member of the High Tech Crimes Industry Association (HTCIA). Mr. DeMarco has university level and corporate training and teaching experience, spent 20 years on Wall Street, acted as CEO of a small software company, and is currently discovering the world of blogging.
Send me Email
Other Blogs and Resources
All American Investor Weblog
Watch Right Internet Crimes Against Children Weblog
Source Info World
America Online (AOL) confirmed the existence of the software vulnerability in an AIM feature that allows users to post automatic replies, such as "I'm away" messages, to instant messages (IMs) that they receive. The company is planning to release a test version of the AIM client later this week that will fix the hole, said Andrew Weinstein, an AOL spokesman.
The security hole was discovered by iDefense Inc. of Reston, Virginia, a computer security intelligence company. A flaw in an AIM component called the "goaway" function allows an attacker to cause a buffer overrun on machines running AIM. Attackers could trigger the flaw by feeding a large amount of data to the goaway function, possibly using a URL (uniform resource locator) embedded in an instant message to the user.
About the Author
Robert T DeMarco is CEO of IP Group in Herndon VA. IP Group offers software communication tools for use on the Internet. These include: PowerTools, Watch Right, Always on Time and IM Frame. Mr. DeMarco is the author/editor of several Weblogs and is also a member of the High Tech Crimes Industry Association (HTCIA). Mr. DeMarco has university level and corporate training and teaching experience, spent 20 years on Wall Street, acted as CEO of a small software company, and is currently discovering the world of blogging.
Send me Email
Other Blogs and Resources
All American Investor Weblog
Watch Right Internet Crimes Against Children Weblog
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