{"id":4422,"date":"2010-10-25T09:06:54","date_gmt":"2010-10-25T13:06:54","guid":{"rendered":"http:\/\/www.technologyinvestor.com\/?p=4422"},"modified":"2010-10-25T13:06:11","modified_gmt":"2010-10-25T17:06:11","slug":"the-stories-behind-the-explosion","status":"publish","type":"post","link":"https:\/\/www.technologyinvestor.com\/?p=4422","title":{"rendered":"The stories behind the tech explosions"},"content":{"rendered":"

Tech stocks are stories. Nailing the stories, then choosing your timing is key.The last few months have been story time in techland.<\/p>\n

It’s Amazon in cloud computing:<\/p>\n

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It’s Netflix is streaming movies:<\/p>\n

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It’s Apple’s neat new iPad and iPhone.<\/p>\n

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It’s Baidu in China’s exploding Internet:<\/p>\n

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Confirmed by this remarkable chart from this week’s Economist:<\/p>\n

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Tech stocks need stories. Intel, Cisco and Microsoft don’t have stories. That’s why their stocks are lagging. Both, sadly, lack the leadership to gin up (create) a decent story.<\/p>\n

How to get out of a speeding ticket.<\/strong><\/span><\/p>\n

When asked by a young patrol officer ” Do You know you were speeding ” ?<\/p>\n

This 83-year-old woman replied, “Yes , but….I had to get there before I forgot where I was going”.<\/p>\n

This “joke” is not funny.<\/p>\n

On the weekend, I meant to flush the toilet, but instead turned off the bathroom’s light.<\/p>\n

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Harry Newton who wonders why he didn’t push harder for all these four. Fourtunately, he had Apple and Bidu on the list. See the chart on the right. I suspect that these stories will continue to play out for a little while. But keep your stops tight. These four are getting into nosebleed territory. Somewhat reminiscent of 1999.<\/p>\n","protected":false},"excerpt":{"rendered":"

Tech stocks are stories. Nailing the stories, then choosing your timing is key.The last few months have been story time in techland. It’s Amazon in cloud computing: It’s Netflix is streaming movies: It’s Apple’s neat new iPad and iPhone. It’s Baidu in China’s exploding Internet: Confirmed by this remarkable chart from this week’s Economist: Tech […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-4422","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/4422","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4422"}],"version-history":[{"count":0,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=\/wp\/v2\/posts\/4422\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4422"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=4422"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.technologyinvestor.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=4422"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}