Edward Daciuk

Bachelor Science, Wharton School at University of Pennsylvania

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Bachelor Science at Wharton School at University of Pennsylvania, Aug '90 - May '94

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  • commented 10/13/11
  • tags: FSLR LDK SPWR STP
  • Solar's an interesting fight. It feels like two companies are pulling away from the pack, U.S.-based First Solar and China-based Suntech Power. So clearly the U.S. wants the U.S. to win (cough...Solyndra...cough) and China wants the same for their companies. I am probably a biased Westerner, but China is playing hardball. It's not the loans. China is also subsidizing through land grants, tax breaks, and who knows what else. It's hard to track and even harder to see what the impact on First Solar will be.



    Source: Guardian UK

    [ less... ]
    Solar's an interesting fight. It feels like two companies are pulling away from the pack, U.S.-based First Solar and China-based Suntech Power. So clearly the U.S. wants the U.S. to win (cough...Solyndra...cough) and China wants the same for their companies. I am probably a biased Westerner, but China is playing hardball. It's not the loans. China is also subsidizing through land grants, tax breaks, and who knows what else. It's hard to track and even harder to see what the impact on First Solar will be. Source: Guardian UK



    Netflix Logo
  • commented 10/13/11
  • tags: NFLX
  • For Netflix to stay relevant they need to stay ahead on distribution and on relative amount of content. Signing up shows like those on CW are important but at what cost. If NFLX doesn't keep the subscriber growth train running their economics are going collapse like a house of cards

    Clipped from reuters.com using the Trefis clipping tool:
    The deal extends from the current season through 2014-15. Episodes of all scripted series the CW debuted this season ... Read more

    [ less... ]
    For Netflix to stay relevant they need to stay ahead on distribution and on relative amount of content. Signing up shows like those on CW are important but at what cost. If NFLX doesn't keep the subscriber growth train running their economics are going collapse like a house of cards Clipped from reuters.com using the Trefis clipping tool: The deal extends from the current season through 2014-15. Episodes of all scripted series the CW debuted this season ... Read more
    Amazon Logo
  • commented 10/12/11
  • tags: MSFT GOOG AMZN
  • Video games are a $60 billion industry and PC games are making a comeback compared to consoles. With the new second screen, tablets, and the rise of Internet connected TVs, the whole industry is up for grabs. Amazon is in an interesting position to attack this market (so are Microsoft, Google, and Apple).

    Clipped from news.cnet.com:
    The Swiss Army Knife of Internet companies is already offering several titles for sale in download form. Amazon's entry joins a crowded space that includes EA's Origin, Steam, direct2drive, GameStop, and many other PC game download providers. ... Read more

    [ less... ]
    Video games are a $60 billion industry and PC games are making a comeback compared to consoles. With the new second screen, tablets, and the rise of Internet connected TVs, the whole industry is up for grabs. Amazon is in an interesting position to attack this market (so are Microsoft, Google, and Apple). Clipped from news.cnet.com: The Swiss Army Knife of Internet companies is already offering several titles for sale in download form. Amazon's entry joins a crowded space that includes EA's Origin, Steam, direct2drive, GameStop, and many other PC game download providers. ... Read more
  • commented 10/5/11
  • tags: MS
  • Morgan Stanley Seems Okay On Paper, Some Data

    Morgan Stanley, as of 2Q11 data, seems like it can weather its obligations but the short-term liquidity considerations are key.

    Liquidity reserves are up 50% since the '08 crisis.





    Leverage is way down.



    Riskiest debt is down.



    And as long as European debt issues don't drag down all of Europe, foreign exposure seems manageable.



    Two other factors are key.

    1) Short-term liquidity. MS is still a bank so presumably the Fed can lend a hand (political will a factor).

    2) Mitsubishi. The second backstop for a MS crash is Mitsubishi which has deep pockets and an apparent willingness to stand by its partner.

    All that together makes it seem like Morgan Stanley will be fine. Of course a lot of people said that in '08. [ less... ]
    Morgan Stanley Seems Okay On Paper, Some Data Morgan Stanley, as of 2Q11 data, seems like it can weather its obligations but the short-term liquidity considerations are key. Liquidity reserves are up 50% since the '08 crisis. Leverage is way down. Riskiest debt is down. And as long as European debt issues don't drag down all of Europe, foreign exposure seems manageable. Two other factors are key. 1) Short-term liquidity. MS is still a bank so presumably the Fed can lend a hand (political will a factor). 2) Mitsubishi. The second backstop for a MS crash is Mitsubishi which has deep pockets and an apparent willingness to stand by its partner. All that together makes it seem like Morgan Stanley will be fine. Of course a lot of people said that in '08.



  • commented 10/5/11
  • tags: MS
  • Morgan Stanley CEO Sends Memo to Employees Urging Them to Keep Their Wits



    Source: Wall Street Journal [ less... ]
    Morgan Stanley CEO Sends Memo to Employees Urging Them to Keep Their Wits Source: Wall Street Journal



  • commented 10/5/11
  • tags: GOOG LNKD
  • Social Network Ad Revenues to Reach $10 Billion Worldwide in 2013





    eMarketer is reporting that global social ad revenues will hit $5.5 billion this year, an increase of 55%. The vast majority apparently going to Facebook, or approximately $3.8 billion. The market is expected to grow to almost $10 billion in the next two years. So clearly, if Facebook can fend of G+, they've got the wind at their backs, for now.


    [ less... ]
    Social Network Ad Revenues to Reach $10 Billion Worldwide in 2013 eMarketer is reporting that global social ad revenues will hit $5.5 billion this year, an increase of 55%. The vast majority apparently going to Facebook, or approximately $3.8 billion. The market is expected to grow to almost $10 billion in the next two years. So clearly, if Facebook can fend of G+, they've got the wind at their backs, for now.



    Apple Logo
    AAPL $226
  • made a price estimate 8/24/11
  • tags: AAPL
  •  iPhone's Market Share in Mobile Phones
     iPad Units Sales
      [ less... ]
     iPhone's Market Share in Mobile Phones
     iPad Units Sales
     
    Nokia Logo
    NOK $8.04
  • made a price estimate 7/19/11
  • tags: NOK
  •   [ less... ]
     
    Microsoft Logo
    MSFT $65.97
  • made a price estimate 3/20/11
  • tags: MSFT
  •  Microsoft Office Operating Margin
     Global Notebook and Netbook Market
     Global Desktop Market
     Windows' Market Share of PCs
     Windows OS Operating Margin
      [ less... ]
     Microsoft Office Operating Margin
     Global Notebook and Netbook Market
     Global Desktop Market
     Windows' Market Share of PCs
     Windows OS Operating Margin
     
    Google Logo
    GOOG $756
  • made a price estimate 8/15/11
  • tags: GOOG
  •   [ less... ]