WayPoints Briefs

   Briefs_9.1.pdf (142 Kb)

What’s Waypoints Briefs?

Waypoints is now subscription-only. We will be sending those of you who are on our original Beta list but who have not yet subscribed a quick 2-page Waypoints Briefs, which will give you a quick upshot on what’s in the current release of Waypoints. 

If you're already a subscriber, you can click here.

We’d love for you to subscribe to Waypoints and join us on our journey to make sense of the sometimes overwhelming and confusing world of global tech, telecom and media. 

To join, simply email davidh@coburnventures.com and we’ll get you all set up.

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“You lay a new strategy on top of all your other strategies. This uber strategy is simple: Build a company that’s so flexible and responsive in the short and long term that you don’t care what happens. As long as there’s a lot of noise and disorganization and change, you’ll win…” Seth Godin, Fast Company

In Waypoints 9.0 this week:

** About Change: 10 Longshots for 2006: Much flouted ideas that we think have under 10% probability of occurring in 06 – but that would have big impacts if they did happen.

** About Change II: We dig into the common sell-side practice of reducing near-term earnings while leaving “out” forecasts overly optimistic when negative change occurs.

** Stocks in Focus: We look at the Street’s growth assumptions and valuation for …

   **  Solectron: Are FY07 estimates reasonable after FY05 and FY06’s downward revisions?
  **  Dow Jones: Why are folks paying 30x for DJ?  
  **  Logitech: Are Logitech’s revenues set to decelerate … or tip?  Is paying a 22x PE too much?
  ** Upcoming Catalysts:  Dec 20th JBL earnings, Dec 20th ATI earnings, Dec 22nd RIM earnings.

** Always-On:  A thank you letter to “technology” for our 10 favorite technologies