Breakout Performance

This Blog Site Has Relocated

noreply@blogger.com (Eric Jackson) — Fri, 26 Oct 2012 12:47:00 +0000

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

noreply@blogger.com (Eric Jackson) — Thu, 25 Oct 2012 18:51:00 +0000

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

noreply@blogger.com (Eric Jackson) — Thu, 25 Oct 2012 15:27:00 +0000

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 the data — other than the seasonal shrinkage in Q1.

Read the full post in Forbes

Why Facebook Needs To Be Deathly Scared Of Pinterest

noreply@blogger.com (Eric Jackson) — Thu, 25 Oct 2012 15:26:00 +0000

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

noreply@blogger.com (Eric Jackson) — Wed, 24 Oct 2012 18:25:00 +0000

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

noreply@blogger.com (Eric Jackson) — Tue, 23 Oct 2012 14:05:00 +0000

Talk with @JeffMacke on $FB earnings on tap for tonight:

Apple’s iPad Event Brings Mini-Mal Excitement

noreply@blogger.com (Eric Jackson) — Tue, 23 Oct 2012 13:57:00 +0000

My chat with @JeffMacke on iPad Mini and $AAPL

[Long AAPL]

Jackson Sees Growth for Yahoo, Storm for Microsoft

noreply@blogger.com (Eric Jackson) — Tue, 23 Oct 2012 11:26:00 +0000

(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

noreply@blogger.com (Eric Jackson) — Mon, 22 Oct 2012 21:28:00 +0000

From @BloombergTV today:

Why Google Could 'Disappear' in 5 Years

noreply@blogger.com (Eric Jackson) — Fri, 19 Oct 2012 17:58:00 +0000

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"?

noreply@blogger.com (Eric Jackson) — Fri, 19 Oct 2012 13:26:00 +0000

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?

noreply@blogger.com (Eric Jackson) — Thu, 18 Oct 2012 18:46:00 +0000

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 recent years, things have only gotten busier.

In the backs of our minds, we know we’re neglecting some stuff we should do. But we never get around to it.

Then, something happens. A good friend or loved one – maybe close to us in age – drops dead unexpectedly. We begin to think about what our biggest regrets would be if we were suddenly sitting on our death bed.

Here is a list of the 25 biggest ones we’ll probably have.

Read the full post in Forbes

Google's Search for a Second Act

noreply@blogger.com (Eric Jackson) — Thu, 18 Oct 2012 18:33:00 +0000

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

noreply@blogger.com (Eric Jackson) — Tue, 16 Oct 2012 12:20:00 +0000

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!

noreply@blogger.com (Eric Jackson) — Mon, 15 Oct 2012 17:07:00 +0000

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 ways the Sprint deal could be good for Yahoo! shareholders.

Read the full post on TheStreet

The Real Cause of Apple's Maps Problems Today? Steve Jobs

noreply@blogger.com (Eric Jackson) — Mon, 15 Oct 2012 17:06:00 +0000

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

noreply@blogger.com (Eric Jackson) — Wed, 10 Oct 2012 21:00:00 +0000

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

noreply@blogger.com (Eric Jackson) — Wed, 10 Oct 2012 19:25:00 +0000

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 $600 billion that even small percentage moves in the price of the stock get outsized attention from critics.

Read the full post in Forbes

Interpreting the Apple Bashboys

noreply@blogger.com (Eric Jackson) — Tue, 09 Oct 2012 17:36:00 +0000

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 iTunes product worries me and what I see as the 10 biggest mistakes that Apple's made in the last 15 years since Steve Jobs returned to the company.

I'm going to keep calling it like I see it and hopefully -- over time -- people will judge that I've done a pretty good job at assessing investment reality. If I'm wrong, my reputation will take a hit for being bullish about Apple.

I accept the fact that there are many Apple bears out there. They are welcome to put their views out there in the marketplace of ideas and let the public judge them over time.

Read the full post on TheStreet

What's Going to be Apple's Next Killer Product? Not a New iPhone - Artificial Intelligence

noreply@blogger.com (Eric Jackson) — Tue, 09 Oct 2012 14:40:00 +0000

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

noreply@blogger.com (Eric Jackson) — Mon, 08 Oct 2012 17:33:00 +0000

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

noreply@blogger.com (Eric Jackson) — Mon, 08 Oct 2012 14:48:00 +0000

My chat with @JeffMacke on Yahoo Finance

[Long AAPL]

BBG Video: Should Hewlett-Packard Even Be in the PC Business?

noreply@blogger.com (Eric Jackson) — Thu, 04 Oct 2012 14:45:00 +0000

My chat with @nicolelapin last night on @BloombergWest re $HPQ:

What's Up With 'Big Data'?

noreply@blogger.com (Eric Jackson) — Wed, 03 Oct 2012 13:21:00 +0000

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 TheStreet

Here's My Fix for Facebook: Make Facebook a Subsidiary of Instagram With Zuck Reporting to Systrom

noreply@blogger.com (Eric Jackson) — Fri, 28 Sep 2012 20:14:00 +0000

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