David Delony

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  • A SWOT Analysis of Amazon

    By David Delony - December 28, 2012 | Tickers: AMZN, AAPL, BKS, WMT

    If you've been avoiding the malls this holiday shopping season, you probably hopped on your computer to pick up your gifts. And if you're like a lot of people, Amazon (NASDAQ: AMZN) was probably one of your first stops. This post, if the title didn't give too much away, looks at the Strengths, Weakness, Opportunities and Threats facing the popular online retailer.
     
    Strengths:
  • Tablets Come of Age

    By David Delony - October 31, 2012 | Tickers: AMZN, AAPL, ARMH, GOOG, MSFT

    Last week, the big news of the tech world was Microsoft's (NASDAQ: MSFT) launch of Windows 8, the latest version of its flagship operating system. While Windows 7 was essentially an incremental upgrade after the disastrous Vista, Windows 8 signals a radical shift from the company that's claimed the mantel from IBM for conservative, business computing.

    Microsoft's website for Windows 8 touts a line of new tablet-based more »

  • Cable Companies Become Copyright Cops

    By David Delony - October 12, 2012 | Tickers: CVC, CMCSA, TWC, VZ

    The Internet has changed content distribution, both legal and otherwise, forever. You can stream and download just about every movie, book, and album ever made, whether you paid for it or not.

    If you're torrenting anything, I hope you're sticking to Linux distributions and Creative Commons videos. Otherwise, it will be "six strikes and you're out" by the end of the year.

    Some major cable providers, including more »

  • A Tribute to a Forgotten Fallen Tech Hero

    By David Delony - October 10, 2012 | Tickers: ALU, AAPL, GOOG, MSFT

    Last week, the tech press was flooded with tributes to the late Apple (NASDAQ: AAPL) founder and CEO Steve Jobs, who passed a away a year ago on Friday, with much hand-wringing over Apple's future.

    About a week later, Dennis Ritchie died. While programmers and techies all over the world payed their respects on social networking services, the response from the business and tech world was much more subdued more »

  • Facebook: The Underpants Gnomes of the Tech World

    By David Delony - October 9, 2012 | Tickers: AAPL, FB, GOOG, LNKD

    Show of hands: how many of you have a Facebook (NASDAQ: FB) profile? How many of you have visited the site or used its mobile app in the last 24 hours? Judging by Facebook's enormous user base of over 1 billion people worldwide, it's likely that it's almost all of you reading this post.

    How many of you would buy Facebook stock? If you've been paying more »

  • It's a Smartphone World

    By David Delony - October 9, 2012 | Tickers: AMX, AAPL, BBRY, LEAP, S

    You would have to live under a rock to ignore the rise of smartphones, the new generation of mobile phones that essentially serve as small handheld computers. They're one of the fastest-growing segments of the mobile industry; in fact, smartphones are expected to account for half of all mobile phones in 2013. 

    The tech press is flooded with retrospectives on Steve Jobs, the Apple (NASDAQ: AAPL) CEO who passed more »

  • A Supreme Court Case that Could Put Retailers at the Mercy of Manufacturers

    By David Delony - October 9, 2012 | Tickers: AMZN, COST, EBAY, JW-A

    As much as we like to imagine business happening in a free market, commerce is only possible because of the law. One of the most important laws to protect business is copyright. I can't take the articles off this site and republish them as "The Botley Bool," something the Gardner brothers are no doubt very thankful for.

    One important piece of copyright law is the doctrine of first sale more »

  • Marissa Mayer's Plan to Save Yahoo

    By David Delony - September 28, 2012 | Tickers: AOL, FB, GOOG, MSFT, YHOO

    Yahoo! (NASDAQ: YHOO) seems to be one of those companies that people take for granted. Even though it offers a lot of good info, as Gertrude Stein said about Oakland, California, there's just no "there" there.

    Yahoo's been slipping behind its rival Google (NASDAQ: GOOG) for a long time. When was the last time you "Yahooed" anything?

    The income statements tell the story. Google raked in $37.9 more »

  • The Real Winner of the Smartphone Wars?

    By David Delony - September 28, 2012 | Tickers: AAPL, ARMH, GOOG, OVTI, QCOM

    If you already have a smartphone, chances are you're passionate about your choice, whether it's an Apple (NASDAQ: AAPL) iPhone or one of the various phones running Google's (NASDAQ: GOOG) Android platform.

    The situation mirrors the split between Macs and PCs in the 1980s and 1990s. Android is the PC: cheap, ubiquitous, and runs on a wide variety of phones from different manufacturers. The iPhone is elegant more »

  • U.S. Broadband: Too Expensive, Too Slow, Too Monopolized

    By David Delony - September 27, 2012 | Tickers: T, CTL, CMCSA, TWC, VZ | Editor's Choice

    The Internet is as essential to the modern economy as roads, railroads, and shipping ports are. Since you're reading this, you probably don't doubt that.

    Unfortunately, U.S. broadband, as much of an improvement as it was over dial-up access, is laughably slow compared to other countries. Try bragging about how fast your connection is to someone from South Korea, Japan or Sweden. They will actually laugh at more »

  • Delta's Novel Concept: Real Food in Economy

    By David Delony - September 24, 2012 | Tickers: DAL, LUV, UAL, LCC

    Airline food, when major domestic carriers still served it in the '80s and '90s, was always the butt of terrible, clichéd jokes from hack comedians. After the drop in air travel in the wake of 9/11, all the major domestic carriers dropped complimentary meal service in the first decade of the 21st century and replaced it with some kind of buy-on-board program.

    Like the complimentary predecessors, these haven't more »

  • Will Selling Slashdot and SourceForge save Geeknet?

    By David Delony - September 20, 2012 | Tickers: DHX, GKNT, HAS, JAKK

    For myself and a lot of nerds out there, Geeknet's (NASDAQ: GKNT) popular ThinkGeek online store is a dream come true. What self-respecting Star Wars fan didn't see the Tauntaun sleeping bag originally announced as an April Fool's joke and wish it was real? (It is now.)

    Other whimsical items on the site include cans of what's purported to be unicorn meat, binary clocks and Star more »

  • 5 Networking Equipment Companies to Watch

    By David Delony - September 20, 2012 | Tickers: ALU, BRCM, CSCO, JNPR, QCOM

    Since you're reading this, it's impossible to deny that networking has changed the world forever. A lot of the tech press seems to focus on the latest Internet startups, but the Atlases of the tech world are the hardware companies, and network hardware manufacturers are the ones we might take for granted the most.

    Cisco (NASDAQ: CSCO) has achieved a level of ubiquity that's usually reserved for more »

  • 5 Data Storage Companies to File

    By David Delony - September 18, 2012 | Tickers: EMC, NTAP, SNDK, STX, WDC

    Clayton Christensen opens up his book The Innovator's Delimma with a study of the disk drive market. His reasoning came from a friend, who said that geneticists avoid studying humans because it takes so long for them to produce new generations. Instead they study fruit flies because they are born, breed and die within a day, so scientists can easily see how traits are inherited through generations. Disk drive more »

  • 5 Fabulous Fabless Chip Makers

    By David Delony - September 14, 2012 | Tickers: AMD, ARMH, BRCM, NVDA, QCOM

    In the recent past, if you announced to a venture capitalist that you wanted to create a company that made microchips, you would have been laughed out of the room. Compete with Intel? With their economies of scale? That would be commercial suicide!

    Intel's extensive (and expensive) chip fabrication plants erected a huge barrier to entry to competitors. If you could get rid of the overhead of actually making more »

  • Is Intel Obsolete?

    By David Delony - September 13, 2012 | Tickers: AMD, AMZN, AAPL, ARMH, INTC

    Intel (NASDAQ: INTC) is one of those companies that truly changed the world. If you still need proof of that, remember that you're likely seeing this article on a computer powered by an Intel chip, unless you're using a smartphone or a tablet. These devices will ship 1.2 billion units by 2016, a compound annual growth rate of 20 percent. As I'll show later, these mobile more »

  • Is PayPal Really Sorry?

    By David Delony - September 13, 2012 | Tickers: AXP, DFS, EBAY, MA, V | Editor's Choice

    Note: This post originally contained incorrect revenue data. It has been corrected.

    eBay's (NASDAQ: EBAY) PayPal​ payment processing system is impossible to avoid. If you're feeling nostalgic and want to pick up a Commodore 64 to relive your gloriously misspent 8-bit youth, you'll have to go through the service in order for your hard-earned money to change hands with the seller.

    It's a useful service that more »

  • M2M: The Future of Telecom

    By David Delony - September 12, 2012 | Tickers: ALU, T, ITRI, VZ, VOD

    Suppose you've been diagnosed with arrhythmia, or an irregular heartbeat. In addition to taking the medication you've been prescribed, you're also hooked up to a monitor so that your cardiologist can keep tabs on how your heart is doing.

    Fortunately, you don't have to make trips to the doctor or have to stay in one place, connected by a phone line. Your monitor is wireless, and more »

  • A POS in Your Pocket, a Boost for Local Retailers

    By David Delony - September 10, 2012 | Tickers: DFS, EBAY, INTU, MA, V

    One of the great things about living in a college town in the Pacific Northwest is the wide variety of quirky local shops and businesses to patronize if you get tired of bland corporate offerings. One thing that's not so great about them is paying for that new used book or that cup of coffee.

    Even though many of these mom-and-pop stores have joined the 21st century and do more »

  • FedEx: Don't Panic!

    By David Delony - September 7, 2012 | Tickers: ATSG, FDX, FWRD, UPS

    FedEx (NYSE: FDX) and other package delivery services are important parts of our economy that we take for granted. If you don't use the Post Office to send and receive packages, you probably use FedEx or UPS (NYSE: UPS).

    The sound of those iconic trucks zooming around is a common one in every city and town in America and the rest of the world. These two companies are considered more »

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