Tuesday, October 31, 2006

Google Web Toolkit now for Mac OS X!

Google's java-based AJAX widget framework, the GWT, has a new version:

Mac OS X | gwt-mac-1.2.11.tar.gz | 22 MB | d649c6a6e30d4ba942576fb37b329841


Sunday, October 22, 2006

I have a strange relationship with my conscience

I have a strange relationship with my conscience. I think I ignore it too much because I rely too much on external cues (including physical ones saying eat another cookie!) or momentum in making decisions. Conscience, let's start over.

Friday, October 20, 2006

You can trust me now

I'm free from potential conflicts of interests as I've closed my positions in Apple and Google. Sad, but not a bad time, right. Apple still didn't revise the their earnings to take into account the options irregularities, but oh well. No more silly half-hearted disclosures like "the author of this article owns shares of the aforementioned company".

Wednesday, October 18, 2006

A more palatable color

Apple colors its logo for the Fifth Ave Apple Store in Manhattan to promote the (PRODUCT)RED initiative. Plus, more red products on the way?

Saturday, October 14, 2006

Behind Google's acquisition of YouTube

You will not get anything out of reading the rest of this post.

Sometimes, the people who don't ask questions know a little something. Following are a list of analysts present during the YouTube acquisition conference call.

Mary Meeker, Morgan Stanley
Imran Khan, JP Morgan
Doug Anmuth, Lehman Brothers
Mark Rowen, Prudential
Justin Post, Merrill Lynch
Kevin Allison, Financial Times
Daniel Arnell[?], ABC News
Victor Anthony, Bear Stearns
Laura Lach[?], Time Magazine

Also, if Goldman handled the acquisition details, why have they been getting more Google business? Was it because they got on Google's good side after hanling their secondary stock offering almost for free?.

SOURCE: Seeking Alpha [via Google]

Thursday, October 12, 2006

Maybe Jobs should pay up...

Whether or not Steve Jobs improperly benefitted from the backdated options really depends on whether Apple restates it's past earnings to account for costless shares (as far as earnings statements go) they gave him in return for him not having gained anything from the options they initially awarded him. It's worthwhile to note that he didn't really receive any other compensation (asides from a private jet, I think).

We'll know by October 18th, hopefully, when they announce their latest quarterly earnings.

SOURCES: Bloomberg [via TUAW], FASB

I currently own some Apple shares, but I probably won't sell them until after the earnings are released for all the stuff I've been posting and even then for some [innocuous] work reasons.

Monday, October 09, 2006

YouTube and Google

That's the way to do it:
It also means that Google just picked up YouTube for about 1 % of its equity. That’s the power of a $125 billion market cap.

SOURCE: DealBreaker

Thursday, October 05, 2006

Former Apple CFO resigns following addition of Schmidt

Apple's former CFO, Fred Anderson resigned from its board of directors at the conclusion of an internal investigation that exonerates the rest of Apple's senior management. This follows the addition of Eric Schmidt to the board, lending credence to the speculation that Apple wanted to reinforce the credibility of it's corporate governance.

It's unclear as to whether this is the end or the end of the beginning of the controversy over it's past practice of options backdating, as it's the SEC's turn to review the findings. Anderson's comments over the situation in the quoted context imply that while he was responsible for the implementation of the practice, he wasn't directly responsible so.

UPDATE 1:46 AM: TUAW reports that two officers no longer with Apple were singled out in the report in relation to options accounting issues.

SOURCE: digg