Breakout Performance: Ironfire Capital
This Blog Site Has Relocated | Mark As Read |
Due to performance issues, I've moved my Personal Blog for Breakout Performance with all my articles. You can now find me at Breakout Performance (ericjacksonblog.com). See you over there.
The Case For Why Google Is Doomed With Sudden Shift to Mobile | Mark As Read |
Here's why Google is doomed as the world rapidly shifts to mobile from desktops. Get read to say "Ask Siri" instead of "Google It" Read full post on Forbes
Facebook's Trading Desktop Ad Dollars for Mobile Dimes | Mark As Read |
Facebook?s (FB) Q3 results showed a lot of growth in their mobile ad revenue ? and a decline in their desktop ad revenue. Mobile ad revenue was $152 million in the quarter. This means that their desktop ad revenue was $933 million. That?s the first time there?s been a contraction in their desktop ad revenue since they started publicly reporting ...
Why Facebook Needs To Be Deathly Scared Of Pinterest | Mark As Read |
Remember Pinterest? Have you used it lately? Lots of people are. Read the full post in Forbes
Despite Rosy Q3 Results, These Are The 11 Most Serious Questions Still Facing Facebook | Mark As Read |
Facebook offered some rosy data points in its earnings yesterday, but there are still 11 serious questions facing the company going forward. Read the full post in Forbes
3 Ways Facebook Can Earn Wall Street?s Respect | Mark As Read |
Talk with @JeffMacke on $FB earnings on tap for tonight:
Apple?s iPad Event Brings Mini-Mal Excitement | Mark As Read |
My chat with @JeffMacke on iPad Mini and $AAPL [Long AAPL]
Jackson Sees Growth for Yahoo, Storm for Microsoft | Mark As Read |
(Bloomberg) -- Eric Jackson, founder of Ironfire Capital LLC, talks about Yahoo Inc.'s third-quarter earnings and outlook, and the future of Microsoft Corp. The biggest U.S. Web portal reported profit and sales that beat estimates. Jackson speaks with Trish Regan and Cory Johnson on Bloomberg Television's "Street Smart." [Long YHOO]
The Bear Case For $MSFT | Mark As Read |
From @BloombergTV today:
Why Google Could 'Disappear' in 5 Years | Mark As Read |
My discussion today on @SquawkStreet about the challenges mobile presents to $GOOG: [Long YHOO & AAPL]
Why Does Marissa Mayer Consider Siri the "Perfect Search Engine"? | Mark As Read |
Marissa Mayer has some big choices ahead of her in search coming up between now and March when the Microsoft deal expires. What will she do and why does she think Siri is the Perfect Search Engine? Read the full post in Forbes
The 25 Biggest Regrets in Life. What Are Yours? | Mark As Read |
We are all busy. Life happens. There?s always something to distract us from getting around to certain things we know we should do. Soccer practice. Work. Home renos. Getting that next big promotion. And with the explosion of always-on smartphones and tablets delivering a fire hose of urgent emails, not to mention Twitter and Facebook (FB), in ...
Google's Search for a Second Act | Mark As Read |
My chat with @JeffMacke on $GOOG earnings tonight - pre-flash crash:
Why The Search For the Next Facebook - or the Next Steve Jobs - is Fruitless | Mark As Read |
We are in a neverending hunt to find the "next Facebook" or the "next Steve Jobs." We never will. Here's where we should be looking instead. Read the full post on Forbes
Why Sprint's Softbank Deal Is Good for Yahoo! | Mark As Read |
NEW YORK (TheStreet) -- SoftBank (SFTBY:OTC) just dropped $20 billion to buy control ofSprint Nextel (S). One of the implications of this deal, some observers have concluded, is that SoftBank will now no longer be able to do a deal to buy back Yahoo!'s (YHOO) stake in Yahoo! Japan, which SoftBank also controls. Not so fast. There are several wa...
The Real Cause of Apple's Maps Problems Today? Steve Jobs | Mark As Read |
People who say Steve Jobs wouldn't have released Apple Maps fail to realize that Jobs put Apple in a strategic hole on Maps to begin with back in 2007. Read the full post in Forbes
Sorry PED, Of Course Apple Can And Will Buy Twitter | Mark As Read |
Philip Elmer-DeWitt of Fortune.com thinks it's silly to suggest that Apple would be Twitter for $10B. By his logic, Apple never would have launched an iPod, iTunes, iPhone, iPad, TV, or pay a regular dividend. Read the full post on Forbes
Here's Why All the People Freaking Out About Apple's Stock Crash Need to Take a Xanax | Mark As Read |
There has been an awful lot of angst and hyperventilating about Apple?s (AAPL) stock price movements in the last few days. ?Apple has now entered BEAR Market territory. Down 11% from its high? was one tweet I saw yesterday. It sort of goes with the territory, I guess, when you?re the biggest company in the world with a market cap in excess of $60...
Interpreting the Apple Bashboys | Mark As Read |
NEW YORK (TheStreet) -- I own Apple (AAPL). I also write about Apple. As you might imagine -- seeing as I own the stock -- when I write about Apple, I tend to be optimistic about its growth prospects. Of course, I'd like to think I see the world through non-rose-colored glasses. In the last few months, I've written about why the monolithic iTun...
What's Going to be Apple's Next Killer Product? Not a New iPhone - Artificial Intelligence | Mark As Read |
What will be the biggest new Apple (AAPL) product introduced in the next 5 years? In the last 5 years, we?ve seen the introduction of the iPhone, iPad, iPod Touch, and Apple TV. Read the full post in Forbes
Instagram is the Lycos of Mobile Photo Sharing | Mark As Read |
Instagram is a great app. It is the easiest and most fun way to share an a photo on a mobile device ? as of right now. Read the full post on Forbes
Stop Asking What Steve Jobs Would Do | Mark As Read |
My chat with @JeffMacke on Yahoo Finance [Long AAPL]
BBG Video: Should Hewlett-Packard Even Be in the PC Business? | Mark As Read |
My chat with @nicolelapin last night on @BloombergWest re $HPQ:
What's Up With 'Big Data'? | Mark As Read |
NEW YORK (TheStreet) -- One of the myths of the last two years in technology is that "big data" is going to allow all these amazingly personalized services for us. It hasn't happened. Katie Roof, a journalist, tweeted the other day: "I get random roofing companies following me on Twitter... Roof is really my name..." Read the full post in The...
Here's My Fix for Facebook: Make Facebook a Subsidiary of Instagram With Zuck Reporting to Systrom | Mark As Read |
How could you radically remake Facebook into a mobile company? Make it a subsidiary of Instagram with Kevin Systrom running it. Read the full post at Forbes
Give 'Superman' A Chance at Yahoo! | Mark As Read |
Marissa Mayer's only been on the job for 2 and a half months. Let's give her a chance to prove herself. Read the full post on Forbes
RIM to Be Sold Within 24 Months, Jackson Says | Mark As Read |
My chat with @tomkeene & @scarletfu this morning about $RIMM and $YHOO [Long YHOO]
Facebook's MySpace Moment: Why Twitter Is Already Bigger Than Facebook | Mark As Read |
Facebook might have just hit its MySpace moment in coolness, passed on the way up by Twitter. As coolness goes, so goes, users, revenues and profits. Read the full post on Forbes
Why Mobile And Music Are a Must: Interview With Songza Co-Founder Eric Davich | Mark As Read |
I?ve mentioned Songza in the last few months in these posts. It?s my favorite mobile music app at the moment for its expert curation of different music moods that I often like to listen to during the day. I discover a great number of new artists and songs because of it. Read the full post in Forbes
Ken Goldman Means More Financial Discipline at Yahoo!, Not Willy-Nilly Acquisitions | Mark As Read |
Yesterday, Tim Morse was effectively let go as CFO at Yahoo! (YHOO) by new CEO Marissa Mayer and replaced by Silicon Valley veteran Ken Goldman. There are two diametrically opposed interpretations of what this hire means in the press today. Read the full post in Forbes
Why Apple Maps and Siri Required Apple To Break Its 'No Beta' Rule | Mark As Read |
Apple Maps isn't like MobileMe. It's like Siri. Both required a lot of user data and breaking Apple's "no beta" policy. Read the full Forbes post
Eric Schmidt Says Google Would Love to Replace Microsoft as Yahoo!'s Search Partner | Mark As Read |
No one is reporting that Eric Schmidt said overnight in Tokyo that Google would love to be Yahoo!'s search partner again. Read the full post in Forbes
What Will Mayer's Yahoo! Strategy Be Tuesday? | Mark As Read |
NEW YORK (TheStreet) - On Tuesday, Marissa Mayer is set to unveil her grand strategy for turning around Yahoo! (YHOO). This was decided at the end of last week at a company board meeting according to Kara Swisher at AllThingsD. What is she going to say? Read the full post on TheStreet
Why Steve Jobs Thought Joe Nocera Was a 'Slime Bucket Who Gets Most of His Facts Wrong' | Mark As Read |
Turns out Steve Jobs wasn't a fan of Joe Nocera's opinion pieces in the Times. He certainly wouldn't have liked Saturday's. Read the full post on Forbes
Lang & O'Leary: BlackBerry Service Outage | Mark As Read |
Ironfire Capital founder Eric Jackson talks about the impact of Friday's BlackBerry service outages
Beware of the Facebook Rebound Says Jackson | Mark As Read |
My chat with Macke about the coming Facebook head-fake:
Would an Apple & Twitter Marriage Be a Match Made in Heaven? | Mark As Read |
My chat with Macke on why I love Twitter - and why Apple should buy it: [Long AAPL]
Apple Shares to Hit $1,650 by Late 2015: Eric Jackson | Mark As Read |
My chat with Jeff Macke about Apple from yesterday: [Long AAPL]
What Yahoo! Must Do Next | Mark As Read |
NEW YORK (TheStreet) -- On Monday in Real Money, I suggested that readers go long Yahoo!(YHOO) stock or short-term calls betting on a deal with Alibaba being announced by today. Instead, the deal got announced yesterday. Read the full piece in TheStreet
What's Going to Be Apple's First New Product After TV? | Mark As Read |
Apple is not going to stop innovating after it comes out with its TV next year. Here are some ideas on what they might be working on next. Read the full post in Forbes
CNBC Video: Apple to Hit $1,650 by 2015 | Mark As Read |
My appearance this morning on CNBC about Apple: [Long AAPL and YHOO]
iPhone 5 Isn?t The Only Factor Driving Apple Shares Higher: Eric Jackson | Mark As Read |
Here's my appearance with Aaron Task on Yahoo! Finance about the new iPhone 5 [Long AAPL and YHOO]
Apple's 10 Biggest Mistakes Since Steve Jobs Returned | Mark As Read |
Apple has made an almost perfect string of decisions since Steve Jobs returned to the company in the 90s. What are its 10 biggest mistakes over that time period? Read the full post in Forbes
Yahoo!'s Culture Problem? It's Already Fixed | Mark As Read |
For all the bloggers who think Yahoo!'s culture is unfixable, I've got news for you, Marissa Mayer's already fixed it. Read the full post on Forbes
7 Fearless Predictions for Where Marissa Mayer Will Take Yahoo! | Mark As Read |
Marissa Mayer is going to be bold in her actions in the next year at Yahoo! Here's what to expect. Read the full post on Forbes
Amazon's Announcement | Mark As Read |
Here's my discussion with Deirdre Bolton on Bloomberg's Money Moves earlier today about what to expect out of today's Amazon announcement:
Twitter is Now Twice as Big as Facebook - Here's Why | Mark As Read |
Katy Finneran of Bloomberg just tweeted that ?Twitter?s 2012 mobile ad revenue exceeds Facebook?s 2012 mobile ad revenue, $129.7 million to $72.7 million.? These numbers are eMarketer. That?s huge news. It essentially means that Twitter is now a bigger company than Facebook. Here?s why. Read the full post in Forbes...
Amazon Deal ?Final Straw? for Netflix | Mark As Read |
My appearance on CNBC today discussing $AMZN $NFLX $CSTR $VZ
Mark Cuban Is Wrong: Facebook's Ebersman, Zuckberg and Thiel Were Short-Sighted | Mark As Read |
NEW YORK (TheStreet) -- Andrew Ross Sorkin set off a firestorm in the tech blogosphere/echo chamber earlier this week with his New York Times' DealBook column asserting that Facebook(FB_) CFO, David Ebersman, was most responsible for Facebook's debacle of an IPO three months ago. Well, the Facebook apologists have got their backs up on that one. ...
Why Sorkin is Right About Ebersman Blowing the Facebook IPO -- And What That Says About Zuckerberg | Mark As Read |
Andrew Ross Sorkin penned a piece last night blaming Facebook(FB) CFO, David Ebersman, for being responsible for the IPO fiasco. Facebook CFO David Ebersman (Image credit: Getty Images via @daylife) Sorkin gets it exactly right. Read the full Forbes post here.
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