Finals coming up, and according my portfolio activity will be a little sporadic. I originally was going to do a post on the Google/Apple rivalry that seems to be heating up combined with a few updates and actually wrote most of it.. but I didn’t feel like it had enough meat in it yet to post and my all-nighter is making me too spacey to finish it. So I figured I’d just get the update out.
A few quick things first though which I wanted to highlight. The first is the very, very easy way to follow this blog (or any blog). Just go to www.feedmyinbox.com, type in the site of the blog and your e-mail and voila! You get notified when posts go up. It’s not real-time (will only update once a day per RSS feed to avoid spamming your inbox on the more hyperactive blogs/news feeds), but it’s very handy. And before some wise guy tries to sign me up for some random site, there is a confirmation e-mail that gets sent out 
Also, I’d very much encourage people to ask questions. The tougher the better really, since if we don’t get people picking at our ideas they don’t get fully developed. It’s always nice to get a fresh perspective because without it we can get caught in our own circular feedback loop. You think gold will rally? Sure, make a convincing argument. Think the semiconductor market is going to stagnate in 2010? I’d love to know what supports that view.
