I am a New York based investment advisor. I may have a position in the companies I write about or my clients may have a position. I may be buying or selling the companies I write about for myself, or on behalf of clients. Nothing I write about is a recommendation to buy or sell anything. It is opinion and information and should not be used as the sole information source for buying or selling any securities I write about. But I hope you will still read here. ;-)

4.23.2007

Dell got Punk'd

Dell is offering an "option" for users to buy Windows XP and its old technology, on a few of their systems. It turns out a "Digg" like Ideastorm blog that Dell operates, has produced a highly suspect, possibly rigged, voting system of limited economic utility. It probably has been moblogged. And this announcement of "demand" for XP by consumers is a result.

Predictably, the anti-Microsoft blogosphere has turned a routine piece of Dell PR, into yet another Microsft is "dead" storyline.

It would be stunning for a consumer to choose XP over Vista on a NEW machine which is fully capable of supporting the new technologies offered in the new OS. Stunning. I don't even think most anti-Microsoft bloggers would do that if somehow they were forced to give up their Macs and made to choose between XP and Vista. ;-)

I predict this story dies rather quickly, and we will never really find out how tiny the actual number of Dell customers choosing old over new, really is.

We only have a few more days before true facts Begin to reveal themselves in the 1st quarter Microsoft earnings release. Until then, expect the megaphone carrying critics of all things Microsoft to inundate the blogosphere with their highly biased guesswork.

4.17.2007

Hellman Friedman LLC is the New Blackstone.

What a couple of days for this buyout shop that was traveling under the radar. But then Google used some of its Google cash to buy DoubleClick, an advertising company that Hellman Friedman, a San Francisco based private equity firm, purchased a little over a year ago. According to reports in the WSJ, the firm made 10 times its money in a little over a year, cashing out a total of $3.5b on a $330m investment.

That's not all though. It also looks like these guys are going to pluck Catalina Marketing, from the not so powerful grip of ValueAct Capital, for $8.44b.

Finally, the marketing department of Hellman Friedman has been working the phones, good news in hand.  Just today, HF announced the closing of an $8.4b buyout fund. This has been quite a week for these guys.

Gosh. Hellman Friedman LLC is the new Blackstone.

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