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Rich Tehrani
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Amazon

More Advice on Buying Apple, Shorting Amazon

May 18, 2012

Yes Virginia, P/E ratios still matter

Two days ago I wrote a piece trying to justify how Amazon could have a P/E ratio 16x higher than Apple. In short, I couldn’t. Recently Rocco Pendola wrote a piece which says P/E ratios don’t mean much, instead good management does (a paraphrase).

Gadgets to Have Integrated Welcome Ads Soon?

May 18, 2012

If ads on the Kindle Fire Welcome Screen are successful, others will follow



There are a few things which are well known about Amazon’s Kindle Fire. First of all at $199 the company either loses money or at best breaks even depending on which analyst you speak with. We also know the version of Android the device runs is unusual as Amazon has its own proprietary shell around it.

The Most Comprehensive Interop 2012 Video Interviews

May 16, 2012

In case you missed Interop 2012 in Las Vegas and even if you were there – I have some really good news for you. TMC was there and we shot about seven hours of the most important and engaging interviews possible. We have all the companies you need to know about in spaces such as private and public cloud to big data, analytics, network testing and more. We spoke with the small upstarts and the giants like HP, Cisco and IBM.

Justifying Amazon's 16x Greater than Apple P/E Ratio

May 16, 2012

One of the biggest surprises to me is comparing P/E ratios of tech companies against Amazon. Actually to be more specific, I marvel at Amazon’s P/E against pretty much any company I have seen lately. Now I don’t go around memorizing the price to earnings ratios of companies but yesterday I happened to be talking to TMC webmaster Robert Hashemian who is also an accomplished financial author having written Financial Markets for the Rest of Us. Together we compared the trailing P/E of Amazon against virtually any company we could think of like Adobe, Apple and Microsoft which were far lower.

Google and Facebook Gone in 5 Years?

May 1, 2012

A provocative concept to say the least but this article by Eric Jackson details the pace of change and how difficult it is for companies to adapt to new paradigms and new disruptors. The prediction he makes is Google and Facebook Gone in 5 Years. Does this mean we won’t need to share socially and search in the somewhat distant future? Well that is the theory or perhaps another way of looking at it is that there will be new ways of sharing and searching in the future and these companies may not be able to hitch their wagons to these new trends quickly enough.

Moabcon 2012 Live Blog

April 10, 2012

Robert Clyde CEO of Adaptive Computing - the HPC and cloud computing company is about to take the stage and begin his keynote session. The conference is located at the Hyatt Escala Resort in Park City, Utah.



History of the company - lots of firsts:

1996: Predictive & backfill scheduling
2001: Integrated accounting
2006: Dynamic provisioning
2008: QoS Management
2008: Petaflop scale
2011: 1M+ jobs

The company is a leader in both HPC and cloud computing and both share a similar code base while the fact that they are involved in cloud does not mean they are deemphasizing HPC in any way.

The company is very technical - he is a past CTO and programmer - even the marketing team is filled with tech people. They have 16 patents and 30 pending - he believes this is greater than other companies their size. There is a huge focus on R&D.

Backed by top tier investors such as Intel Capital, Epic Ventures & Tudor Ventures and partners consists of HP, Penguin, Cray, NICE, Bright Computing, IBM, SGI.

We have 200+ customers and focus on large scale projects.

We power 40% of the top ten systems and 33% of the top 100 by cores.




















US Database of Stolen Cellphones to be Established

April 9, 2012

Today is a bad day for thieves, very bad. You see, electronics are the number one item stolen – even more so than cash and finally the US will be implementing a system to ensure stolen cell phones no longer work on US cellular networks. In December of 2009 I wrote about how eBay has become the world’s largest pawn shop of stolen goods and in fact gave an example to a person in the UK who tracked down $10,000 worth of stolen goods, taken from him on eBay – and was able to recover them.

As a result, in the post titled Tech Lubricates Theft, Can it do so For Law Enforcement? I proposed a central database where devices get unique identification numbers and are subsequently linked to consumers.

Goodbye Android, we hardly Knew You

April 2, 2012

New research is showing that Android has some real problems. Obviously Google knows this and it’s part of the reason they purchased Motorola and as Henry Blodget points out are opening an online tablet store. David Beckemeyer too weighs in with a chart showing just how dominant Apple is becoming.

But before we get into that I was at my accountant last week and while he was crunching numbers I decided to tell my wife it was time to get my oldest daughter a refurbished laptop because her netbook takes longer to boot than the time it takes for us to assemble all the documents for the IRS.

Consumers Tell Mobile Carriers how to Save Millions

March 22, 2012

Wireless carriers spend millions on contact center calls related to device questions from their subscribers and to lean more Amdocs recently commissioned a survey which shows that while 83% of the 2,900 consumers surveyed are aware of self-service options, only 37% of consumers use them. Why? You may think because they don't have access to a PC or perhaps they have an Apple iDevice and are afraid the answer will be in Adobe Flash and all they will see is a series of question marks.

Well, if this is what you thought, you'd be wrong on both counts. The reality is that they expect the answers to be wrong or inaccurate.

So perhaps you are thinking, social media is the solution.



Amazon Gives Away Money to Promote Local

March 20, 2012

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