Friday, November 2, 2007

Next Week...Whatʻs Big

More earnings...Eco news, namely "Consumer" Credit on Nov 7.

Whatʻs incredibly interesting is....GOOG
the Google event on monday regarding its mobile open software platform. It could be a game-changer (again). The whoʻs who of the mobile industry are backing them. My guess is that MSFT is not at all happy - they bought FaceBook, but who cares. MSFT has no vision what so ever, they just buy (or steal, or scare others from using) other peopleʻs ideas.

Whatever is announced...potentially could send GOOG up as fast as BIDU.

Itʻs just dawned on me how my option portfolio are now Big in mobile
-AAPL: iPhone, mobile media computer that people think is just a phone
-RIMM: BlackBerrys, enterprise communicator extending to non-iPhone users
-GOOG: "?????"

itʻs amazing really how these guys didnʻt have the clout as they do just 2 years ago. So where has mobile power gone?
- yesteryear: MOT iPhone... PALM Blackberry Curve/Pearl

i have no idea about who really is affected by GOOGʻs announcements (outside of MSFT). It could be the biggest day in mobiles (especially in the U.S.)

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