Blog Feed: Breakout Performance

Eric Jackson on Outlook for Google, Facebook

Published on 2012-05-25 11:22:00

May 25 (Bloomberg) -- Eric Jackson, founder of Ironfire Capital LLC, talks about the outlook for Facebook Inc. and Google Inc. Jackson speaks with Deirdre Bolton on Bloomberg Television's "In the Loop." (Source: Bloomberg) > read more

How Big Will Alibaba Group Become?

Published on 2012-05-24 15:51:00

Meet Alibaba Group. > read more

"Mobile Is Going To Crush Facebook"

Published on 2012-05-24 10:08:00

Is the shift from desktop to mobile happening even faster than expected?Read the full Forbes post > read more

Who's to Blame for Botched Facebook IPO?

Published on 2012-05-22 15:02:00

NEW YORK (TheStreet) -- I was at > read more

Here's How Wrong All the Facebook Predictions Were

Published on 2012-05-22 13:38:00

Facebook‘s (FB) busted IPO is so last week’s news now. > read more

GM Pokes Facebook in the Eye -- Why?

Published on 2012-05-16 13:40:00

NEW YORK (Real Money) -- Tuesday's news that > read more

10 Steps Yahoo! Must Take to Succeed

Published on 2012-05-15 12:22:00

NEW YORK (TheStreet) -- With a new board in place with Dan Loeb, and an "interim" CEO who is well-liked internally and externally in Ross Levinsohn, > read more

Hedgies Like Yahoo!'s New Board and Interim CEO

Published on 2012-05-15 11:12:00

Hedge fund ownership in Yahoo increased 4% yesterday to nearly 20%. They know there's a shareholder-friendly group in charge of the board finally.Read the full post in Forbes > read more

Does Jamie Dimon's Hubris Cause Him to Gloss Over Key Operational Details?

Published on 2012-05-14 14:16:00

What other things has Jamie Dimon missed over the years, besides the London Whale? > read more

CNBC Video: Yahoo Investor: 'Shareholders Can Finally be Happy'

Published on 2012-05-14 13:42:00

My appearance from CNBC's Fast Money Halftime from earlier today on the ascension of Dan Loeb and Ross Levinsohn. [Long YHOO] > read more

Here's the 30 Second Zuckerberg Video That Should Terrify All Facebook Investors

Published on 2012-05-14 10:11:00

Read the full post on Forbes here.In the meantime, here's the full video, below:[Long YHOO] > read more

The Boy Who's Going to Kill Facebook Is Playing Videogames in His Mom's Basement As I Write This

Published on 2012-05-11 09:51:00

The one constant in the world of Web and Mobile is change. Facebook may be the "king of social" today, but there will be a new "king of mobile" shortly. Here's why.Read the full post in Forbes > read more

Why Third Point is Good for Yahoo! Employees and Shareholders

Published on 2012-05-09 11:47:00

Many from Silicon Valley seem to view Third Point and Dan Loeb with suspicion. > read more

Apple's Team Is Underestimated

Published on 2012-05-09 10:15:00

NEW YORK (TheStreet) -- > read more

John Hayes' Facebook-Yahoo! Conflict of Interest

Published on 2012-05-09 09:29:00

Amex's John Hayes serves on Yahoo!'s board but is pimping out Facebook in its new IPO Roadshow Video. He needs to pick a side.Read the full post in Forbes > read more

The Internal Situation at Yahoo! Is Spiraling Out of Control

Published on 2012-05-07 11:19:00

The Scott Thompson affair is quickly spiraling out of control at Yahoo! with employees already in or about to be in open revolt. Messy or not, he must go now.Read the full post in Forbes > read more

Facebook and Google Won't Fail in 5 Years Because of Lack of Money or Low IQ - But From Sociology and Human Nature

Published on 2012-05-07 10:15:00

Facebook and Google have the smartest people in the world working for them and billions in the bank - and that still might not be enough to save them from sociological forces and human nature.Read the full post in Forbes > read more

MediaTwits Podcast: The Future of Google and Facebook

Published on 2012-05-07 07:44:00

I was invited on The MediaTwits podcast last week by Mark Glaser and Rafat Ali to discuss my recent Forbes article on the future of Google and Facebook.Here's the podcast.My part starts around the 19:40 mark. > read more

Why a Partial Yahoo-Alibaba Sale Must - And I Underscore Must - Not Get Done Too Quickly

Published on 2012-05-05 15:12:00

Scott Thompson might want to do a quick deal with Alibaba to deflect attention from his alleged mendacity, but Yahoo shareholders don't want a quick bad dealRead the full Forbes post > read more

Yahoo CEO Under Fire

Published on 2012-05-04 15:53:00

My appearance on CNBC earlier discussing Scott Thompson.Long YHOO > read more

Why Facebook Investors are "Hungry Fat Pigs" and Yahoo!'s Board is a "Bunch of Jokers"

Published on 2012-05-04 09:41:00

My hit from earlier today on Bloomberg TV.[Long YHOO] > read more

Time's Up for Scott Thompson - and the Rest of Yahoo!'s Board

Published on 2012-05-04 09:07:00

Pack your bags, Thompson and the rest of the Yahoo! board. > read more

Why I Love Yelp

Published on 2012-05-02 07:35:00

NEW YORK (TheStreet) -- > read more

Here's Why Google and Facebook Might Completely Disappear in the Next 5 Years

Published on 2012-04-30 10:57:00

We think of > read more

How To Save Yahoo!

Published on 2012-04-26 09:02:00

What 1 thing would you do to save Yahoo!'s core business? Here's a to do list for Scott Thompson.Read the full post on Forbes > read more

New Video: Tech Talk

Published on 2012-04-26 07:21:00

Here's my quick hit on Apple, Yahoo, Facebook and other tech names on BNN yesterday > read more

Why Facebook-Microsoft Patent News Isn't a 'Disaster' for Yahoo!

Published on 2012-04-24 08:02:00

NEW YORK (TheStreet) -- Earlier Monday,Microsoft(MSFT_) > read more

Why I'm Sick of All The Pundits Barking "Steve Jobs Wouldn't Have Done This"

Published on 2012-04-23 10:42:00

It was inevitable that, upon > read more

Why The Next Shoe To Drop Post-Instagram Is Apple Buying Twitter for $10 Billion

Published on 2012-04-23 08:52:00

The logic for Apple buying Twitter here.Read the full post on Forbes > read more

New Rumor: Facebook Seeking Local Partner To Enter Mainland China

Published on 2012-04-19 08:13:00

Mainland China is usually never short on rumors in tech. > read more

The Power of Millennial Zuck

Published on 2012-04-18 15:39:00

According to the > read more

Ho Hum Earnings from Yahoo! But Lots of Reason for Excitement

Published on 2012-04-18 15:38:00

I think the honeymoon with > read more

Yahoo's Thompson `Still Too Vague,' Jackson Says

Published on 2012-04-18 10:55:00

April 18 (Bloomberg) – Eric Jackson, president and founder of Ironfire Capital LLC, talks about Yahoo! Inc.'s first-quarter sales and company outlook. Revenue, excluding sales passed on to partner sites, rose 1 percent to $1.08 billion, Sunnyvale, California-based Yahoo said in a statement yesterday. Jackson speaks with Betty Liu on Bloomberg Television’s “In the Loop.” (Source: Bloomberg)[Long YHOO] > read more

Video: Why Yahoo! is the New AOL and Google is the Old Microsoft

Published on 2012-04-17 13:24:00

My hit from earlier today talking about Yahoo! and why Google is like Microsoft in 1999[Long YHOO and AAPL] > read more

What Yahoo! Could Do to Soothe Investors' Nerves

Published on 2012-04-17 08:09:00

NEW YORK (TheStreet) -- > read more

It's Official: Google Today Is Just Where Microsoft Was in 1999

Published on 2012-04-16 15:20:00

Google > read more

Why Yahoo! Needs Dan Loeb On Its Board Now

Published on 2012-04-16 15:17:00

Tomorrow, > read more

Google's Paranoid Governance Structure Has Made It Less Innovative, Not More

Published on 2012-04-13 09:31:00

Here's why the anti-shareholder governance structure of Google has led to a flat share price in the last 5 years and no "innovations" to show for it.Read the Forbes post > read more

Google Growth `Decelerating,' Jackson Says

Published on 2012-04-12 16:44:00

April 12 (Bloomberg) -- Eric Jackson, president and founder of Ironfire Capital LLC, talks about Google Inc.'s first-quarter profit that topped analysts' estimates. Jackson speaks with Adam Johnson, Deirdre Bolton and Jon Erlichman on Bloomberg Television's "Street Smart." Howard Ward, portfolio manager at Gamco Investors Inc., also speaks. (Source: Bloomberg)[I don't own GOOG] > read more

Hypocritical Yahoo! Says Icahn Fit to Serve as Director But Loeb Isn't

Published on 2012-04-12 09:44:00

Here are all the ways that Yahoo! and Scott Thompson are being hypocritical and disingenuous in not inviting Dan Loeb to join the board immediately.Read the full Forbes post > read more

CNBC Video: How do Activist Investors Help Companies?

Published on 2012-04-11 16:28:00

My CNBC appearance from earlier this afternoon discussing activist investors and Yahoo![Long YHOO] > read more

Yahoo Should Cut More Jobs, Ironfire's Jackson Says

Published on 2012-04-11 11:18:00

April 10 (Bloomberg) -- Eric Jackson, president and founder of Ironfire Capital LLC, talks about the outlook for Yahoo! Inc. He speaks with Emily Chang on Bloomberg Television's "Bloomberg West." (Source: Bloomberg) > read more

Facebook-Instagram: Here Comes the Flood

Published on 2012-04-10 08:07:00

NEW YORK (TheStreet) -- > read more

5 Lessons from Mike Wallace's Life for All of Us

Published on 2012-04-08 22:03:00

The world has lost a giant in Mike Wallace. > read more

The Case for Why The New York Times Will Disappear As We Know It By 2015

Published on 2012-04-05 12:19:00

The > read more

Why Sarah Lacy and Andrew Ross Sorkin Are Both Wrong about the JOBS Act and Groupon

Published on 2012-04-04 15:15:00

Sarah Lacy recently attacked Andrew Ross Sorkin for being too "Wall Street-minded" in attacking the JOBS Act and Groupon. Here's why they're both wrong and why Lacy needs to be less "Silicon Valley-minded."Read the full post on Forbes > read more

Two Things That Must Happen Before Yahoo! Can Be Acquired

Published on 2012-04-04 08:32:00

Today's 2000 job cuts at Yahoo! are a necessary first step. > read more

Justification for how Apple can get to $1,650/share by 2015

Published on 2012-04-02 11:08:00

This is a presentation from March 15th at the Apple Investor Conference in LA about the next growth areas for Apple. It led to a later Forbes article I wrote on why I think Apple’s stock is going to $1,650 by the end of 2015. I don’t think Apple can keep growing at 90% a year, but 60% seems doable.Aapl growth 315View more presentations from Eric Jackson.[Long AAPL] > read more

Fox Business: Apple Shares Headed for $1,600?

Published on 2012-03-31 09:42:00

Ironfire Capital founder Eric Jackson on why he predicts Apple could rise to more than $1,600 a share by 2015.Watch the latest video at video.foxbusiness.com[Long AAPL] > read more

Amazon May Be a Potential RIM Buyer, Jackson Says

Published on 2012-03-30 12:06:00

Eric Jackson, president and founder of Ironfire Capital LLC, talks about the outlook for Research In Motion Ltd. and the company's stock. Jackson speaks with Betty Liu and Sheila Dharmarajan on Bloomberg Television's "In the Loop." (Source: Bloomberg)[No positions] > read more

More Muddled Thinking From BlackBerry Management

Published on 2012-03-30 10:16:00

This morning, shares of > read more

Likely Buyers for RIM? Amazon and Microsoft/Nokia

Published on 2012-03-30 10:14:00

RIM (RIMM) now has the fear of the God in them it seems.That’s good, although they’ve still got a tough road ahead of them — especially with a lot of their leadership walking out the door.What’s juiced the stock this morning is that investors think there’s a glimmer of hope the board might consider a full buyout of the Canadian company.Read the full post in Forbes > read more

Youku Emerging a Goliath in China Internet

Published on 2012-03-29 07:58:00

NEW YORK (TheStreet) -- After the all-stock merger between > read more

BNN Video: Is Apple a $1,600 stock?

Published on 2012-03-28 14:34:00

Apple Inc. (AAPL-Q > read more

Bloomberg Video: Ironfire's Jackson on Yahoo! Outlook

Published on 2012-03-28 14:27:00

Here's my appearance from earlier today on Bloomberg TV's Money Moves with Trish Regan:[Long YHOO, AAPL, and YOKU] > read more

CNBC Video: Apple Stock to Hit $1,650 by 2015

Published on 2012-03-28 14:16:00

Here's my CNBC appearance from earlier today on why I think Apple's going a lot higher by 2015.A lot of people hate this call, but I think they're missing just how big the markets that Apple is playing in are going to be: [Long AAPL] > read more

Why Apple Will Hit $1,650 by the End of 2015

Published on 2012-03-21 08:09:00

Think $600 is amazing? Think different. Apple's stock will hit $1,650 before the end of 2015. Here's why.Read the full post on Forbes > read more

Ten Ways To Ensure You're Driving Your Bus Instead of Just Being a Passenger

Published on 2012-03-20 08:12:00

Are you a hammer or a nail?There are really two people in the world – as Simon and Garfunkel observed years ago – those who are a hammer and those who are a nail.Which one would you rather be?Some complain they have bad luck. Some make their luck.Read the full post on Forbes > read more

Facebook Puts Spin in Its Ads

Published on 2012-03-06 06:27:00

NEW YORK (TheStreet) -- Last week, in the middle of its IPO quiet period, Facebook chief operating officer Sheryl Sandberg came to Madison Avenue to try and convince advertisers to think different about ads on Facebook versus other places.Read the full post on TheStreet > read more

If Facebook's Worth $100 Billion, Alibaba Group is Worth $57 Billion

Published on 2012-03-05 09:36:00

Yahoo!'s stake in Alibaba Group alone is worth at least $23 billion judging by its growth compared to Facebook's. Yet, Yahoo!'s total market cap is below $18 billion.Read the full post in Forbes > read more

Tech Bubble? No Way

Published on 2012-03-05 07:55:00

NEW YORK (Real Money>) -- With Facebook's $100 billion initial public offering coming up later this year, many people are asking: Are we living in another tech bubble?Although there have other companies with frothy IPO valuations such as Linked In (LNKD_)at $9 billion and Groupon(GRPN_) at $11 billion, I would say that those companies are the exceptions and not the rule.We are definitely not yet in a tech bubble. Here's why:Read the full post on TheStreet.com > read more

If You Could Create a $152 Billion Business in 10 Years and Only Had To Pay 1% of That for the IP, Would You?

Published on 2012-03-02 10:57:00

Yahoo! needs to think about that question before agreeing on a patent deal with Facebook.Read the full Forbes post > read more

Steve Jobs Used Patents to Get Bill Gates to Make 1997 Investment In Apple

Published on 2012-03-01 16:45:00

Yahoo! isn't the first Silicon Valley company to assert its patents against others. Steve Jobs did it to Microsoft back in 1997.Read the full post in Forbes > read more

The Two Companies on Facebook's Menu After IPO: Nokia and Yahoo!

Published on 2012-02-29 13:07:00

Facebook needs to bulk up to kill Google. Once they go public, watch for them to seriously consider buying Nokia or Yahoo! -- with a little help from their big brother Microsoft.Read the full post on Forbes. > read more

Why Google Struggles to Build Great Consumer Products

Published on 2012-02-28 09:23:00

Google has a number of amazing strengths. But why does it struggle building great consumer products?Read the full post in TheStreet > read more

Why Are Clubby Silicon Valley Bloggers So Two-Faced About Patents?

Published on 2012-02-28 08:46:00

The clubby tech bloggers of Silicon Valley have decided to be Facebook's bitch and yell and scream at Yahoo! for protecting its intellectual property. If they're so apoplectic, why do they never say boo about Apple and Google protecting their IP?Read the full post on Forbes > read more

Why Yahoo! Should Seek At Least $3 Billion From Facebook For Patent Violations

Published on 2012-02-27 22:31:00

Yahoo! has thrown down the gloves to attack Facebook's violation of 10 - 20 of its key patents. It could set off a flurry of activity around Yahoo!Read the full post in Forbes > read more

It's Time for Tim Morse To Put Up or Shut Up As Yahoo! CFO

Published on 2012-02-23 13:47:00

Tim Morse needs to stop talking and start showing Yahoo! shareholders that he's making wise moves.Read the full post on Forbes > read more

Why Apple Should Buy Yahoo!

Published on 2012-02-22 10:41:00

Yahoo! has a treasure trove of unique assets that could be used well competitively by Apple if it bought the Web company.Read the full post on Forbes > read more

Reading the Tea Leaves in RIM Shakeup

Published on 2012-02-22 08:02:00

Did Mike Lazaridis try to push out Jim Balsillie from RIM last year? Did the board placate him with a more senior position in the new Thorsten Heins era? We may never know.Read the full article in TheStreet > read more

The Architect of Lin-sanity: Glen Grunwald

Published on 2012-02-16 14:54:00

It turns out that the architect of Lin-sanity - Glen Grunwald - has a lot of parallels in his career with Jeremy Lin.Read the whole post on Forbes > read more

Roger Martin's Silly Defense of RIM: Opinion

Published on 2012-02-14 07:33:00

Why Roger Martin's feisty defense of RIM over the weekend was pompous, simple-minded, and hypocritical.Read the full post on TheStreet > read more

9 Lessons Jeremy Lin Can Teach Us Before We Go To Work Monday Morning

Published on 2012-02-11 14:50:00

Jeremy Lin is not only a great NBA story but a great story about how we should all approach our work.Read the Forbes post here > read more

The Seven Habits of Spectacularly Unsuccessful CEOs Hall of Shame

Published on 2012-02-09 08:46:00

Which CEOs would be in the Hall of Shame for exhibiting the 7 Habits of Spectacularly Unsuccessful CEOs?Read the full post on Forbes > read more

Yahoo Board Shakeup Means Fresh Start, Jackson Says

Published on 2012-02-08 07:19:00

Here's my appearance on Bloomberg from this morning discussing the board shake-up at Yahoo! > read more

Facebook's $100 Billion Valuation Unrealistic?

Published on 2012-02-07 08:18:00

For Facebook, which will carry a ticker symbol of FB, to receive a $100 billion valuation when it makes its IPO debut, investors will have to make a lot of assumptions about their future growth.Read the full TheStreet.com post > read more

All Social Media Companies are Addicted to Fudging their User Numbers

Published on 2012-02-07 08:08:00

Facebook is deliberately puffing up its monthly active users by using a broad definition. It's par for the course in the social media world.Read the full post on Forbes > read more

Yahoo!'s Not Hated By Everyone

Published on 2012-02-06 15:19:00

Yahoo! isn't loved by many on Wall Street, but it's currently a $1 billion + position at Dan Loeb's $8 billion firm.Read the full Forbes Post > read more

Here's The Best Super Bowl Ad from Last Night. Shown Only In Canada

Published on 2012-02-06 11:14:00

The best Super Bowl ad from last night - which was only shown in Canada.Full post in Forbes here > read more

How To Build A Leadership Funnel At Your Company

Published on 2012-02-03 11:04:00

Why your company needs a Leadership Funnel and how to implement one.Read the full post on Forbes > read more

What the US Might Do About China’s “Go Slow” Approach to Revaluing the Renminbi

Published on 2011-07-05 07:56:00

China would rather go slow on the yuan revaluation. The US seems to think it has no power to say otherwise on the matter.Read the full post on Forbes. > read more

Zynga’s a Real Company But Here Is the Big Risk

Published on 2011-07-01 13:19:00

Zynga deserves to be valued highly when it IPOs. But it's a real company that will got through ups and downs like any other.Read the full post here on Forbes. > read more

Wall Street Journal China Opinion: 谁将是通吃的赢家？

Published on 2011-07-01 07:53:00

Who will be the winner of the "Winner-Take-All" strategy in China's Internet Space?Read the full post in the WSJ China. > read more

The Footsteps of Giant

Published on 2011-06-30 10:37:00

By Eric JacksonRealMoney Contributor6/30/2011 11:30 AM EDTClick here for more stories by Eric JacksonI recently visited Giant Interactive's (GA - commentary - Trade Now) offices in Shanghai. The massively multiplayer online (MMO) game maker has been > read more

What Does It Mean That Apple Had Its Worst First Half Since 2008?

Published on 2011-06-30 08:26:00

Apple's stock price has treaded water compared to the market in the last 6 months. History says that is a sign you should buy the stock.Read my full post here at Forbes. > read more

What Are The 7 Biggest Risks Facing China?

Published on 2011-06-29 13:52:00

I'm not so worried about the Chinese property market or "ghost towns." Here are the 7 biggest risks that worry me about China.Read the full post in Forbes. > read more

What Does Microsoft Have Up its Sleeve?

Published on 2011-06-29 08:50:00

By Eric Jackson06/29/11 - 07:00 AM EDTNEW YORK (TheStreet) -- The price action in Microsoft(MSFT_) this week has been unusual to say the least.The stock jumped 4.5% on Monday. That would be equivalent to Sina(SINA_) jumping 45% in one day. That just > read more

Don't Bail on China Tech Stocks

Published on 2011-06-28 12:51:00

By Eric JacksonRealMoney Contributor6/28/2011 1:30 PM EDTClick here for more stories by Eric JacksonThe second quarter has not been kind to Chinese tech stocks. After flying high from January to April, big China techs such as Sina (SINA - commentary > read more

Forgotten NetQin May Soon Be a Value Play

Published on 2011-06-27 12:58:00

By Eric JacksonRealMoney Contributor6/27/2011 1:45 PM EDTClick here for more stories by Eric JacksonNetQin Mobile (NQ - commentary - Trade Now) is a Chinese company that went public less than two months ago. It's been a bumpy ride -- shares have drop > read more

Don't Expect Much From Yahoo!

Published on 2011-06-24 16:35:00

By Eric JacksonRealMoney Contributor6/23/2011 10:45 AM EDTClick here for more stories by Eric JacksonMany observers are wondering if a big announcement will come out of today's annual meeting of Yahoo! (YHOO - commentary - Trade Now) shareholders.Sev > read more

Will The Bernanke Haters Please Shut Up?

Published on 2011-06-24 08:59:00

Nobody has a more thankless job than Fed Chairman Ben Bernanke. His critics have no clue how bad shape we'd be in if he'd sat on his hands as they wish.Read the full post here on Forbes. > read more

Bloomberg: Jackson Says Ma, Son Should Replace Yahoo CEO Bartz

Published on 2011-06-23 20:47:00

My appearance on Bloomberg West earlier this evening.... > read more

CNBC: Yahoo: Searching for New Leadership

Published on 2011-06-23 09:44:00

Here is my CNBC appearance on Squawk Box from earlier today about the Yahoo! shareholder meeting happening later today:[Rest in Peace: Mark Haines] > read more

Why Either of these Two Asians Should Be Yahoo!'s Next CEO

Published on 2011-06-22 09:45:00

Yahoo! doesn't need another boring and ineffective American to lead it. Let's let an Asian take the wheel - and finally unlock some value for Yahoo! shareholders.Read the full post here at Forbes. > read more

Investor Class Warfare Unproductive

Published on 2011-06-22 07:14:00

By Eric Jackson, Senior Contributor06/22/11 - 06:00 AM EDTNEW YORK (TheStreet) -- I attended a fantastic conference on corporate governance last week at the Millstein Center at Yale University in New Haven. The conference (like the center itself) is > read more

In New Crop of Chinese IPOs, There’s Not Another Baidu

Published on 2011-06-21 10:39:00

Don't expect to find the next Baidu in the upcoming crop of Chinese IPOs. However, there are many niche players that will still be very profitable and successful.Read the full post here at Forbes > read more

Facebook vs. Apple

Published on 2011-06-20 10:42:00

If Facebook isn't paranoid about Apple and Google knocking them down a peg or two, they should be.Read the full post here in Forbes. > read more

RIMM's Titanic Collapse

Published on 2011-06-20 09:50:00

By Eric JacksonRealMoney Contributor6/20/2011 10:35 AM EDTClick here for more stories by Eric JacksonResearch In Motion (RIMM - commentary - Trade Now) got walloped last Thursday. After the company lowered its full-year earnings guidance, the stock d > read more

RenRen Losing Friends

Published on 2011-06-20 09:45:00

By Eric JacksonRealMoney Contributor6/16/2011 10:00 AM EDTClick here for more stories by Eric JacksonRenRen (RENN - commentary - Trade Now) recently had its initial public offering to great fanfare, and its best price was moments after it started tra > read more

What Will Jack Ma Do Next With Yahoo!?

Published on 2011-06-17 07:57:00

Jack Ma's reputation has taken a bit of a hit in the US and China, since he yanked Alipay out of Alibaba Group and away from Yahoo! and Softbank. her's what's likely to happen next.Please read the full post in Forbes. > read more

In Chinese E-commerce, Logistics Is Key

Published on 2011-06-16 09:07:00

By Eric Jackson06/15/11 - 07:00 AM EDTBEIJING (TheStreet) -- I've spent the last two weeks in China. Most of the time has been devoted to going around and talking to e-commerce and other Internet companies. The sector is hot despite the pullback in s > read more

A Chinese Revolt on a Plane

Published on 2011-06-16 08:25:00

There are definitely cultural differences between Americans and Chinese. Here's a personal story to illustrate how different they are -- and why it shows how the government needs to tend to the people's needs.Read the full post on Forbes. > read more

5 Observations About China

Published on 2011-06-14 09:09:00

By Eric JacksonRealMoney Contributor6/13/2011 10:45 AM EDTClick here for more stories by Eric JacksonIt's been 10 days since I left for China, and since I've been over here, Chinese tech stocks have taken a nasty fall.Several folks from back in the U > read more

Q&A on Doing Business in China

Published on 2011-06-13 08:40:00

By Eric Jackson, Senior Contributor06/08/11 - 06:00 AM EDTNEW YORK (TheStreet) -- I have been on a two-week trip to China since last weekend. Before I left, I asked several American colleagues if they had any questions they'd like me to ask the "real > read more

No Panic Here in China

Published on 2011-06-13 07:26:00

By Eric JacksonRealMoney Contributor6/9/2011 10:00 AM EDTClick here for more stories by Eric JacksonI have been in China for the past week, and have had a chance to visit a number of Chinese Internet firms -- including Tencent, Perfect World(PWRD - c > read more

Groupon Is a Buy, but at What Price?

Published on 2011-06-12 20:22:00

By Eric JacksonRealMoney Contributor6/6/2011 10:45 AM EDTClick here for more stories by Eric JacksonMost of the chatter and analysis of the Groupon initial public offering last Thursday was overwhelmingly negative.I'm bullish on the company and its p > read more

The Groupspawn IPO: What Hath It Wrought?

Published on 2011-06-03 13:22:00

Groupon’s (GRPN) Andrew Mason is wacky.Even though he killed at the All Things D conference this week, I just don’t get his sense of humor. And I generally don’t like investing in companies led by 30 year olds with no read work experience.Read > read more

All Quiet on the Google Front

Published on 2011-06-02 14:52:00

By Eric JacksonRealMoney Contributor6/2/2011 12:15 PM EDTClick here for more stories by Eric JacksonWe're now two months into the reign of Larry Page as the CEO of Google (GOOG -commentary - Trade Now) and, unless you count his canned comments at the > read more

Why Current Executives Shouldn’t Be Directors

Published on 2011-06-02 14:49:00

Current executives take board seats to pad their prestige and build their social connections for future jobs. They're also soft on other executives. There are better choices for directors. Yahoo!'s one company that should clean up its act on this.R > read more

Wall Street Journal China Opinion: 如何才能让投资者相信中国公司

Published on 2011-06-01 12:43:00

Why bad corporate governance and poor financial standards are causing increasing corruption in China.Read the full post in WSJ China here. > read more

China Embraces Its Inner Tech Bubble

Published on 2011-05-31 13:56:00

There will be a time when the China tech bubble pops - and it will be a severe reckoning - but that day is still likely at least two years away.Read the full post here at Forbes. > read more

What’s Material and Immaterial to Yahoo! When Discussing Alipay?

Published on 2011-05-31 09:11:00

Yahoo! says it has a formula to determine what Alipay is worth so they can properly negotiate with Alibaba Group. Investors should pay close attention.Read the full post here at Forbes. > read more

Why US Tech Companies Keep Stumbling in China?

Published on 2011-05-27 14:13:00

> read more

The Emperor Carol Bartz Has No Clothes, Mark Haines, Oprah, and Other Shareholder Matters.

Published on 2011-05-27 13:16:00

Why would Mark Haines and Oprah have wanted Yahoo! CEO Carol Bartz and her fellow director cronies thrown out on June 23rd by shareholders?Read the full post on Forbes. > read more

CNBC: Ballmer vs. Einhorn

Published on 2011-05-26 15:28:00

My thoughts on Ballmer vs. Einhorn: > read more

Lighting a Fire Under Microsoft

Published on 2011-05-26 12:47:00

By Eric JacksonRealMoney Contributor5/26/2011 1:45 PM EDTClick here for more stories by Eric JacksonI was surprised that David Einhorn spoke out so strongly against Steve Ballmer's leadership of Microsoft (MSFT - commentary - Trade Now) yesterday dur > read more

Why Drastic Change is Needed On June 23rd For Yahoo!'s Board

Published on 2011-05-26 11:03:00

It's time for change at the top of Yahoo! On June 23rd, investors will get a chance to do just that.Read the full post here at Forbes. > read more

Wall Street Journal China Opinion: 中国必须正视公司治理危机

Published on 2011-05-26 10:29:00

Why China must address its crisis of corporate governance.Read the full post at Wall Street Journal China here. > read more

Alibaba’s Last Offer to Yahoo! Valued Itself at $23.5 Billion. What’s Next?

Published on 2011-05-26 08:37:00

Alibaba Group reportedly sought to buy back part of Yahoo!'s stake earlier this year, after the Alipay transfer. It suggests a deal between the two companies could come soon.Read the full post on Forbes. > read more

LinkedIn: Maybe Private Markets Were Right

Published on 2011-05-25 12:19:00

By Eric Jackson, Senior Contributor05/25/11 - 06:54 AM EDTNEW YORK (TheStreet) -- There has been endless analysis about what the LinkedIn(LNKD_) IPO means for the company itself and for other tech companies that have yet to conduct IPOs.There's one a > read more

Why CNBC's Mark Haines Was Special

Published on 2011-05-25 12:08:00

Mark Haines was one-of-a-kind. That's the problem with TV business news today.Read the full post here at Forbes. > read more

Why Jack Ma Needs to Strike a Deal Now with Yahoo!

Published on 2011-05-25 12:05:00

Jack Ma needs to keep his eye on the ball instead of the Yahoo! negotiations. Competitors 360Buy and Vancl are both planning to raise truckloads of cash in the next 6 months.Read the full post at Forbes. > read more

Can We Stop Saying Silicon Valley Entrepreneurs Don't Want to Go Public Now?

Published on 2011-05-24 08:24:00

Web companies don't want to IPO these days because Sarbanes-Oxley makes it too cumbersome? I don't buy it. Just watch.Read the full post here at Forbes. > read more

Who Cares Where LinkedIn's IPO Was Priced?

Published on 2011-05-24 08:08:00

By Eric JacksonRealMoney Contributor5/23/2011 1:00 PM EDTClick here for more stories by Eric JacksonSince LinkedIn's (LNKD - commentary - Trade Now) IPO on Thursday, there's been a lot of chatter about whether the bankers properly priced the deal.Tha > read more

Jim Cramer is Right that LinkedIn's Underwriters Juiced the IPO

Published on 2011-05-20 10:36:00

LinkedIn's bankers did try create a feeding frenzy yesterday over shares. Mission accomplished.Read the full post here at Forbes. > read more

Cramer on LinkedIn IPO

Published on 2011-05-19 22:43:00

In case you missed it from earlier today.... > read more

CNBC: LinkedIn IPO Insanity?

Published on 2011-05-19 15:58:00

How do you stop a bubble? I don't know. That's really for the regulators and the Fed. I don't see this ending soon. We're still in the 3rd inning.My appearance on CNBC's Closing Bell today: > read more

Eating Crow - or Resumes -- about LinkedIn IPO

Published on 2011-05-19 12:05:00

Here I am eating crow with Matt Nesto and Jeff Macke this morning, after saying yesterday that LinkedIn (LNKD) was too expensive at $45: > read more

LinkedIn Investors Bank On Growth

Published on 2011-05-19 11:49:00

By Eric JacksonRealMoney Contributor5/19/2011 12:15 PM EDTClick here for more stories by Eric JacksonI'm amazed that LinkedIn (LNKD - commentary - Trade Now) has more than doubled in value so far today. I wouldn't have bought it at $45 or $35. Congra > read more

Ironfire's Jackson Interview on LinkedIn's IPO

Published on 2011-05-18 09:27:00

My thoughts on the LinkedIn IPO that will price tonight, from Bloomberg TV earlier today: > read more

The Internet's Brave New World in Our Lives

Published on 2011-05-18 07:35:00

By Eric Jackson05/18/11 - 08:00 AM EDTNEW YORK (TheStreet) -- I spoke to NXP Semiconductor(NXPI_) CEO Rick Clemmer about a new announcement they made earlier this week, touting its "GreenChip" light bulbs. The announcement does paint an interesting p > read more

Wall Street Journal China Opinion: 阿里巴巴和雅虎如何双赢？

Published on 2011-05-17 16:11:00

My thoughts on the public feud between Alibaba Group and Yahoo!Read the full post here at the Wall Street Journal China. > read more

Why You Should Opt Out of the LinkedIn IPO

Published on 2011-05-17 09:29:00

LinkedIn is the central place to find professional profiles and that could help the company succeed in time. At the moment, though, it's got a problem making money.Read the full post here at Forbes. > read more

Time for Yahoo! and Alibaba to Reboot Their Relationship

Published on 2011-05-16 12:30:00

By Eric JacksonRealMoney Contributor5/16/2011 12:15 PM EDTClick here for more stories by Eric JacksonLast week's press-release war between Yahoo! (YHOO - commentary - Trade Now) and Alibaba Groupwas a car crash you couldn't look away from.Now it seem > read more

Why A Deal Might Happen Next Between Yahoo! and Alibaba Group

Published on 2011-05-16 12:28:00

The Yahoo! - Alibaba soap opera last week has led to many conclusions based on imperfect information. Here's why I think a deal between Yahoo! and Alibaba will happen sooner rather than later.Read the full post on Forbes here. > read more

Yahoo!'s Alibaba Mess: How to Clean It Up

Published on 2011-05-13 14:00:00

By Eric Jackson05/13/11 - 02:10 PM EDTNEW YORK (TheStreet) -- I'm astounded at the series of statements that have come out of Yahoo! (YHOO_) and Alibaba Group over the past few days, which have sent Yahoo!'s stock into a tailspin.Alibaba said that mo > read more

Red-Hot Growth for Sina

Published on 2011-05-12 11:25:00

By Eric JacksonRealMoney Contributor5/12/2011 12:15 PM EDTClick here for more stories by Eric JacksonSina (SINA - commentary - Trade Now) reported its earnings last night, and news services accordingly showed their collective ability to cut and paste > read more

What The Alipay News Yesterday Really Means For Yahoo!

Published on 2011-05-12 09:52:00

Alipay likely still has great value for Yahoo! and its shareholders despite yesterday's sell-off. Look for some more answers from Carol Bartz in 2 weeks at her Investor Day.Read the full post here on Forbes. > read more

Will the US Tax Code Be a Boon to Foreign-Based VC-Backed Start-Ups?

Published on 2011-05-11 08:50:00

Because of the US tax code, expect a bubble in M&A for foreign-based public and private companies in the next 3 years. Yesterday's Skype deal by Microsoft was only the beginning.Read the full post here on Forbes. > read more

Wall Street Journal China Opinion: 中国市场对苹果公司有多重要？

Published on 2011-05-11 07:12:00

Apple's growth in China over the coming years could be monstrous. Could China account for 50% of Apple's sales by 2015?Read the whole post at the Wall Street Journal China. > read more

I Love James Altucher's Chutzpah

Published on 2011-05-10 23:07:00

> read more

eBay Wins With Skype Deal

Published on 2011-05-10 09:19:00

By Eric Jackson05/10/11 - 09:39 AM EDTNEW YORK (TheStreet) -- When former eBay(EBAY_) CEO Meg Whitman bought Skype in 2005 for $2.6 billion ($3.1 billion with all the earn-outs added back), most assumed it was the deal that would sink her career.It s > read more

What China’s Booming Mobile Phone Demand Means For Apple’s Stock

Published on 2011-05-10 08:56:00

We know China's market could be huge for Apple. Here's a glimpse of how big it could be for iPhones.Read the full post here on Forbes. > read more

In Defense of Microsoft’s Deal for Skype

Published on 2011-05-10 08:52:00

Despite all the nay-sayers, Microsoft's $8.5 billion deal was a win for Microsoft - even if they never make a dime from it.Read the full post here on Forbes. > read more

A Meandering Google

Published on 2011-05-09 09:49:00

By Eric JacksonRealMoney Contributor5/9/2011 10:45 AM EDTClick here for more stories by Eric JacksonDid you catch the new Google (GOOG -commentary - Trade Now) television commercials over the weekend? No, I don't mean the ads for a new Google TV serv > read more

Most Useless Stat of the Day: Apple is the Most Valuable Brand in the World

Published on 2011-05-09 09:20:00

Every day, the business media reports meaningless "studies" that have interesting conclusions. Today, there's a silly one out on Apple being the "most valuable brands in the world."Read the full Forbes post here. > read more

Putting Taobao’s Size and Growth in Perspective

Published on 2011-05-06 09:38:00

When you compare the size and growth of Taobao today, relative to Tencent and Baidu, the implied valuation of the private company (and Yahoo!) is staggering.Read my full post on Forbes here. > read more

Wall Street Journal China Opinion: 人人上市后 我依然看涨新浪

Published on 2011-05-05 13:11:00

Despite RenRen's big run yesterday, Sina (SINA) to me is still the "Facebook of China" until proven otherwise.Read my full post in Wall Street Journal China here. > read more

Chatting With NXPI CEO Rick Clemmer

Published on 2011-05-05 13:05:00

By Eric JacksonRealMoney Contributor5/5/2011 1:00 PM EDTClick here for more stories by Eric JacksonI had a chance to chat yesterday with NXP Semiconductor (NXPI - commentary - Trade Now) CEO Rick Clemmer from his Eindhoven, Netherlands office after h > read more

Don't Forget About Alipay - the PayPal of China

Published on 2011-05-04 13:07:00

Alipay is the forgotten child in Alibaba Group. Yahoo! investors should pay more attention, as it's currently worth about $23 billion on its own.Read the full Forbes post here. > read more

Most Competitive Spaces in Chinese Internet

Published on 2011-05-04 07:49:00

By Eric Jackson05/04/11 - 07:00 AM EDTNEW YORK (TheStreet) -- China is a hot investment theme -- and, more specifically, China Internet. Stocks like Sina(SINA_), Baidu(BIDU_), Sohu(SOHU_) and Youku(YOKU_)have had great runs this year.I often see inve > read more

Pulling Back the Curtain on Taobao -- And Yahoo!'s Hidden Value

Published on 2011-05-03 10:46:00

Taobao is the crown jewel within Yahoo!'s list of assets. It is a big reason why Yahoo!'s stock should be trading at $31 a share today - and much higher in the future.Read the full post in Forbes here. > read more

The RenRen Question

Published on 2011-05-02 12:40:00

By Eric JacksonRealMoney Contributor5/2/2011 1:00 PM EDTClick here for more stories by Eric Jackson"Do You Like RenRen?"I was asked that question more times last week than any other. It's actually surprising to me how many casual China investors are > read more

What I Would Ask Jim Balsillie of RIM This Morning

Published on 2011-04-29 09:58:00

Here are some questions for Jim Balsillie, after last night's cut earnings for Research in Motion.Read my post on Forbes here. > read more

Baidu Keeps Rolling

Published on 2011-04-28 12:00:00

By Eric JacksonRealMoney Contributor4/28/2011 12:15 PM EDTClick here for more stories by Eric JacksonLast night's report from Baidu (BIDU - commentary - Trade Now) didn't disappoint the bulls. The company beat earnings expectations by $0.03 a share a > read more

Part III of Interview with Chrystia Freeland on the Global Elites

Published on 2011-04-28 11:07:00

Part III of an interview with Chrystia Freeland on The Rise of the New Global Elite and the rapid disappearance of the Middle Class in America.Read the full post here at Forbes. > read more

Part II of Interview with Chrystia Freeland on the Global Elites

Published on 2011-04-28 10:33:00

Part II of an interview with Chrystia Freeland on The Rise of the New Global Elite and the rapid disappearance of the Middle Class in America.Read the full post on Forbes here. > read more

Part I of Interview with Chrystia Freeland on the Global Elites

Published on 2011-04-28 09:38:00

Part I of an interview with Chrystia Freeland on The Rise of the New Global Elite and the rapid disappearance of the Middle Class in America.Read my full Forbes post here. > read more

How Do You Fix the Hollowing Out of America's Middle Class?

Published on 2011-04-27 13:02:00

It's time stop pretending the decline of the middle class isn't happening and propose solutions. It will take fair trade with China, embracing our own elites instead of castigating them, and a more (not less) directive government.Read my full post a > read more

Dear Larry: A Letter From Wall Street

Published on 2011-04-27 07:50:00

By Eric Jackson, Senior Contributor04/27/11 - 08:00 AM EDTNEW YORK (TheStreet) --Dear Larry:What happened?There was a time -- just before you IPO'ed in 2004 -- when we really thought Google(GOOG_) was a kooky company. You put that strange letter to s > read more

What Will It Take To Move Apple's Stock Price Again?

Published on 2011-04-26 09:53:00

95% earnings growth is apparently not enough to move Apple's stock price. Here is what will.Read the full post here at Forbes. > read more

Wall Street Journal China Opinion:中国科技股正面临泡沫危机吗？

Published on 2011-04-26 07:53:00

My latest opinion piece from the WSJ China on why Chinese Internet stocks are still not in a bubble.Read the whole post here. > read more

Yahoo! Wears a Target Once Again

Published on 2011-04-25 12:08:00

By Eric JacksonRealMoney Contributor4/25/2011 1:00 PM EDTClick here for more stories by Eric JacksonKara Swisher's Good Friday post in The Wall Street Journal about several potential acquirers taking another look at Yahoo! (YHOO - commentary - Trade > read more

Will You Shut Up About This Being Another Internet Bubble Already?

Published on 2011-04-25 10:49:00

Another Internet Bubble is not about to collapse. We have a few more years still. So party like it's 1996.Read my full post at Forbes here. > read more

The Biggest Takeaways from Apple's Call

Published on 2011-04-21 11:34:00

By Eric JacksonRealMoney Contributor4/21/2011 11:30 AM EDTClick here for more stories by Eric JacksonIt was another strong quarter from Apple (AAPL - commentary - Trade Now), which reported its results yesterday after the close.The company beat on mo > read more

Proof Apple's Post-PC Strategy Is Working

Published on 2011-04-20 14:38:00

Apple is using its lead in with the iPad to convert Android and BlackBerry users to the iOS platform. New data suggest this shift is happening faster than anyone predicted.Read my full Forbes post here. > read more

To Unlock Yahoo!’s Value, Bartz Should Take a Hike

Published on 2011-04-20 13:51:00

Yahoo! shareholders are likelier to see a $30 stock price sooner if they vote "against" Carol Bartz' and Roy Bostock's re-election at this June's shareholder meeting.Please read the full post at Forbes here. > read more

If China Stocks Are Being Revalued, Why Not Yahoo!?

Published on 2011-04-20 08:02:00

By Eric Jackson04/20/11 - 08:00 AM EDTNEW YORK (TheStreet) -- China Internet stocks are on fire. The unstoppable SINA(SINA_) is now up 106% year-to-date. SOHU(SOHU_) is up 56%. Baidu(BIDU_) is up 53%. Even new IPO Youku (YOKU_) is up 94% year-to-date > read more

Wall Street Journal China Opinion: 为什么人人网不是中国版的Facebook?

Published on 2011-04-19 11:48:00

My take on the upcoming RenRen ($RENN) IPO and why Americans love calling it the "Facebook of China" even though it's not.Read the full opinion in WSJ China here. > read more

Sina Flashback: What I Said About $SINA in December at $71.50

Published on 2011-04-19 10:41:00

I've owned SINA since November and talked about it since December. Here's why I liked it back then and still hold it.Read my full post in Forbes. > read more

RenRen Is Set to Ride the Chinese IPO Train

Published on 2011-04-18 12:52:00

By Eric JacksonRealMoney Contributor4/18/2011 1:40 PM EDTClick here for more stories by Eric JacksonIf all goes as planned, RenRen, the "Facebook" of China, will go public in the U.S. in early May under the ticker "RENN." It hopes to raise nearly $60 > read more

The Next Great Chinese Stock - And it's Not an IPO

Published on 2011-04-18 11:51:00

Chinese gaming company Perfect World has had a disappointing last 12 months, but some new games are about to change its luck. Expect a $47 stock by the end of the year.Read the whole post over at Forbes. > read more

What Was Larry Page Thinking on Yesterday’s Earnings Call?

Published on 2011-04-15 09:08:00

Larry Page's first earnings call last night was a disaster. If you want to be CEO, you have to lead.Read my full post on Forbes. > read more

Video: Facebook's New Chapter: China Watch

Published on 2011-04-15 09:07:00

NEW YORK (TheStreet) -- Contributor Eric Jackson details Facebook's new deal with Baidu to create a social network in China, challenges that may lie ahead and how this affects his outlook on playing Baidu.Fri 04/15/11 06:00 AM EST -- Eric Jackson &am > read more

Yahoo! Needs New Leadership ... Again

Published on 2011-04-14 12:48:00

By Eric JacksonRealMoney Contributor4/14/2011 1:45 PM EDTClick here for more stories by Eric JacksonMany investors have either totally forgotten about Yahoo! (YHOO - commentary - Trade Now) or think that the only play is to wait on a turnaround of it > read more

How Facebook can Fail in China in 5 Easy Steps (if They Copy MySpace)

Published on 2011-04-13 12:11:00

If Mark Zuckerberg wants to succeed in China, he needs to do exactly the opposite of what MySpace China did.Read my full post at Forbes here. > read more

What Does Tencent Want With MySpace?

Published on 2011-04-13 07:20:00

By Eric Jackson, Senior Contributor04/13/11 - 06:11 AM EDTNEW YORK (TheStreet) -- There are new rumors out in the last week that Chinese Internet giant Tencent is talking to News Corp. (NWS_) about buying the once-hot social networking site MySpace.M > read more

Apple Doesn't Have an iPad Strategy, It has a Post-PC Strategy

Published on 2011-04-12 12:13:00

While competitors focus on battling Apple in the tablet market, they fail to see Apple's strategy is to own a generation of post-PC users.Read my full post on Forbes. > read more

Wall Street Journal China Opinion: 佩奇能胜任谷歌掌门人吗？

Published on 2011-04-11 15:05:00

My take on the challenges Larry Page faces as CEO of Google.傑克森專欄谷歌聯合創始人佩奇重新擔任谷歌CEO，他雖是技術天才，但沒有誰指導過他如何成為稱職的老板，他將不得不摸著石頭過河。很多人 > read more

4 Things Groupon’s Andrew Mason Needs to Learn from Mark Zuckerberg

Published on 2011-04-11 12:30:00

Zuckerberg took a personal interest in China and got Facebook a deal done to work with Baidu (BIDU). Groupon's Andrew Mason has made a bunch of mistakes entering the market.Read my entire post on Forbes.com > read more

Facebook in China

Published on 2011-04-11 09:54:00

By Eric JacksonRealMoney Contributor4/11/2011 10:45 AM EDTClick here for more stories by Eric JacksonRumors that Baidu (BIDU - commentary - Trade Now) and Facebook have finalized a joint venture that would bring the social networking giant to China s > read more

How Things Will Shake Out for the Rest of Google’s Management Team

Published on 2011-04-08 12:55:00

There's been lots of speculation about who's in and who's out at Google under Larry Page. I weigh in with my views.Read my full post at Forbes. > read more

Perfect World Is Just Perfect

Published on 2011-04-07 13:47:00

By Eric JacksonRealMoney Contributor4/7/2011 12:15 PM EDTClick here for more stories by Eric JacksonThere has been a recent amazing run-up in some Chinese Internet stocks. Sina (SINA - commentary -Trade Now) is up 61% year-to-date, Baidu (BIDU - comm > read more

Don’t Tell Mom, Cisco’s Board is Dead Asleep

Published on 2011-04-06 11:18:00

John Chambers has got to go as Cisco CEO. For the last 4 years, he's been paid $56 million while the stock has dropped 35%. Here's what shareholders should do.Read my full post at Forbes. > read more

NXP Semiconductor Ripe for Acquisition?

Published on 2011-04-06 10:13:00

By Eric Jackson, Senior Contributor04/06/11 - 06:00 AM EDTNEW YORK (TheStreet) - Monday's surprise announcement that Texas Instruments(TXN_)would buy out National Semiconductor(NSM_) at an 80% premium caught the market off-guard.National Semi is an o > read more

Why Nikesh Arora Will Be Next to Go at Google

Published on 2011-04-05 10:44:00

Now that Jonathan Rosenberg has departed Google, watch for Larry Page to change out another senior executive. Nikesh Arora is probably going to be next.Read my full post at Forbes. > read more

Why Would Any Investor Avoid China?

Published on 2011-04-04 14:04:00

By Eric Jackson04/04/11 - 06:30 AM EDTNEW YORK (TheStreet) -- The China bears, who include Jim Chanos and Hugh Hendry, have been wrong for two and a half years. Which is puzzling because if you are looking for a part of the world to invest in during > read more

What is Jack Dorsey Doing Running Both Twitter and Square?

Published on 2011-04-04 12:46:00

Jack Dorsey is now working "200%" at two full-time jobs running Twitter and Square. He's naive if he thinks trying to do it all won't have negative consequences for both companies down the road.Read my full post at Forbes. > read more

A First Look at Larry Page's Google

Published on 2011-04-04 11:14:00

By Eric JacksonRealMoney Contributor4/4/2011 1:00 PM EDTClick here for more stories by Eric JacksonToday is Larry Page's first day at Google (GOOG - commentary - Trade Now) as CEO, post Eric Schmidt's "adult supervision."In my opinion, Larry has alwa > read more

Apple’s Ability to Produce iPad 2s

Published on 2011-04-01 12:33:00

If Foxconn's 2 Chinese facilities can churn out iPad 2s fast enough, Apple investors might have another pleasant surprise this year.Read my post here on Forbes. > read more

How Big Could China Be For Apple? $547 Stock Price in 2012?

Published on 2011-03-31 15:15:00

China's growth is a critical factor in determining what Apple's stock price will be next year. We make some assumptions based on recent torrid growth and conclude a $547 stock price next year is very possible.Read my full post at Forbes. > read more

A First Quarter Report Card

Published on 2011-03-31 13:26:00

By Eric JacksonRealMoney Contributor3/31/2011 9:00 AM EDTClick here for more stories by Eric JacksonOn Dec. 24, I gave my top four picks for the Chinese Internet sector for 2011. The video, with my picks and rationale, can be accessed here.It's time > read more

Inside Secure CEO Sees Mobile Payment Boom

Published on 2011-03-31 10:30:00

Eric Jackson03/30/11 - 08:58 AM EDTNEW YORK (TheStreet) -- We've all heard that within a year or so we're going to be paying for stuff in stores with our phones instead of our wallets, using near field communication (NFC) technology.I spoke recently > read more

How Do You Slow Down Executive Pay?

Published on 2011-03-31 09:45:00

By Eric Jackson, Senior Contributor03/30/11 - 08:43 AM EDTNEW YORK (TheStreet) -- CEO and executive pay keeps going up in America. It goes farther and farther away from the "typical" worker and it goes farther and farther away from other CEOs and exe > read more

Video: BullHorn -- China's Internet Surge

Published on 2011-03-31 08:57:00

Baidu and other Chinese online stocks may still be attractive to investors in the United States. But not all are worth buying > read more

Video: Google's Strategy: China Watch

Published on 2011-03-31 07:50:00

NEW YORK (TheStreet) - Contributor Eric Jackson details Google's actions in regards to China and how its relations with the country stands to impact the stock.Wed 03/30/11 06:00 AM EST -- Eric Jackson & Brittany UmarStocks in this video: YHOO | S > read more

Why I Never Dated Mia Sara and 7 Reasons Any Investor Should Write

Published on 2011-03-29 12:34:00

Mia Sara and the son of Pierre Trudeau helped teach me that writing makes you a better investor.Read my full post at Forbes. > read more

Why Stock Analysts Are Clueless

Published on 2011-03-28 12:40:00

They have no accountability, skewed compensation, and are inherently conservative. Why do we continue to pay attention to them?Read my full post at Forbes. > read more

Be Wary of Youku

Published on 2011-03-28 10:37:00

By Eric JacksonRealMoney Contributor3/28/2011 11:30 AM EDTClick here for more stories by Eric JacksonYouku (YOKU - commentary - Trade Now) has been probably the hottest IPO of the last 12 months. But there's good reason to be wary of holding the stoc > read more

Video: SINA Buyout Talk: China Watch

Published on 2011-03-28 08:25:00

NEW YORK (TheStreet) - Contributor Eric Jackson details what makes Sina Corp an attractive buyout candidate.Mon 03/28/11 06:00 AM EST -- Eric Jackson & Brittany UmarStocks in this video: YHOO | SINA | BIDU | SOHU | CTRP | GOOG > read more

RIMMber! Why Research in Motion is Still Risky

Published on 2011-03-25 12:22:00

Research In Motion's recent earnings call and guidance promised big things in the 2nd half of this year. But they've been saying "stay tuned" for 8 months now.Read my full post at Forbes. > read more

6 Things Analysts Are Missing About Apple

Published on 2011-03-24 12:44:00

Analysts have consistently missed the upside to Apple's stock. They're doing it again.Read my full post at Forbes. > read more

Apple and the Wild Hedge Funds

Published on 2011-03-24 11:42:00

By Eric JacksonRealMoney Contributor3/24/2011 12:15 PM EDTClick here for more stories by Eric JacksonOne of the funniest semi-regular segments on Jim Cramer's "Mad Money" show is the one he calls "Hedge Funds Gone Wild." He brings it out every time t > read more

After Quitting on Icahn, why is Keith Meister still on the Motorola Mobility Board?

Published on 2011-03-23 13:03:00

By Eric JacksonCarl Icahn no longer manages outside investors' money. This prompted his former right-hand man, Keith Meister, to leave last December to start a new hedge fund. So why is Meister still serving on the Motorola Mobility board as Icahn's > read more

Jobs Deserves to Be on Disney Board

Published on 2011-03-23 08:34:00

By Eric Jackson, Senior Contributor03/23/11 - 08:00 AM EDTNEW YORK (TheStreet) - Although I've been an outspoken proponent for strong corporate governance and am genuinely sorry about the state of it today in Corporate America, I'm not always in agre > read more

Don’t Own Google for Next Six Months

Published on 2011-03-23 07:29:00

Larry Page is taking over as CEO from Eric Schmidt on April 4th. He's likely to struggle in the first 6 months of the job as he learns the ropes of being the public face of Google.Read my full post at Forbes. > read more

Who's Running Google's China Strategy?

Published on 2011-03-21 15:16:00

By Eric JacksonRealMoney Contributor3/21/2011 4:00 PM EDTClick here for more stories by Eric JacksonWhat is Google (GOOG - commentary - Trade Now) thinking in terms of its China strategy?It was exactly a year ago, in March of 2010, that reports start > read more

Chinese IPOs Are Coming (Back)

Published on 2011-03-18 07:49:00

By Eric JacksonRealMoney Contributor3/17/2011 12:15 PM EDTClick here for more stories by Eric JacksonAfter the successful U.S. market debuts of E-Commerce China Dangdang (DANG -commentary - Trade Now) and Youku.com(YOKU - commentary - Trade Now) in D > read more

Yahoo! Gets Smacked by Japan Disaster

Published on 2011-03-16 11:07:00

By Eric Jackson, Senior Contributor03/16/11 - 06:00 AM EDTNEW YORK (TheStreet) - Yahoo!(YHOO_) was taken to the woodshed Tuesday morning following the overnight fear of a nuclear meltdown in Japan.The stock touched $16.04 in early trade Tuesday after > read more

Video: Warm Up to Coal: China Watch

Published on 2011-03-15 12:23:00

NEW YORK (TheStreet) -- In the face of interest rate hikes, contributor Eric Jackson details how strong Chinese coal demand is likely to remain and what the best China coal plays are.Mon 03/14/11 10:08 AM EST -- Brittany Umar & Eric JacksonStocks > read more

Undershooting the New iPad

Published on 2011-03-15 12:21:00

By Eric JacksonRealMoney Contributor3/15/2011 10:00 AM EDTClick here for more stories by Eric JacksonMost analysts expect that sales of Apple's(AAPL - commentary - Trade Now) iPad 2 over the weekend have exceeded those of a year ago, when the first v > read more

Earthquake Won't Shake Tech Stocks

Published on 2011-03-14 07:45:00

By Eric JacksonRealMoney Contributor3/14/2011 8:00 AM EDTClick here for more stories by Eric JacksonWith the frantic headlines and devastating imagery over the weekend of the Japanese earthquake and tsunami, what are the implications to your portfoli > read more

Golden Plays: China Watch

Published on 2011-03-11 07:47:00

NEW YORK (TheStreet) -- Contributor Eric Jackson explains what's behind China's appetite for gold and what the best China gold plays are.Fri 03/11/11 06:00 AM EST -- Brittany Umar & Eric JacksonStocks in this video: NG | ABX | GLD | FCX | NEM | M > read more

Dangdang Must Step Up

Published on 2011-03-10 12:47:00

By Eric JacksonRealMoney Contributor3/10/2011 1:45 PM ESTClick here for more stories by Eric JacksonWhat happened to E-Commerce China Dangdang (DANG - commentary - Trade Now)?It debuted with great fanfare in an initial public offering last December. > read more

Video: Jackson Interview on Apple's Jobs

Published on 2011-03-10 10:15:00

March 10 (Bloomberg) -- Eric Jackson, founder and managing member of Ironfire Capital LLC, talks about the outlook for Apple Inc. and its Chief Executive Officer Steve Jobs. He speaks with Betty Liu on Bloomberg Television's "In the Loop." (Source: B > read more

Steve Jobs's Best App Might Be Succession Plan: Eric Jackson

Published on 2011-03-10 06:54:00

By Eric Jackson - Mar 9, 2011 7:00 PM ETBloomberg OpinionApple Inc. (AAPL) suffers from a Steve Jobs discount, and it’s not fair.Ever since Jobs, the chief executive officer, disclosed that he had a rare form of pancreatic cancer in August 2004, Ap > read more

Video: SINA is an Attractive Buyout Candidate

Published on 2011-03-09 11:35:00

Contributor Eric Jackson says Sina's Weibo growth hasn't yet fully been reflected in its stock price given its potential. Tencent or Baidu (BIDU) would be interested buyers. And there's not a founder CEO to block a deal. Eric owns SINA and YHOO.Wed 0 > read more

Why Sina Might Be Bought Out

Published on 2011-03-09 07:25:00

By Eric Jackson, Senior Contributor03/09/11 - 08:30 AM ESTStock quotes in this article:SINA, AAPL, SOHU, NTES, BIDU, YHOO, GOOG NEW YORK (TheStreet) - Sina(SINA_) would be an attractive buy-out candidate.In 18 months, it has created from scratch a Tw > read more

Stop Excoriating Apple

Published on 2011-03-07 13:17:00

By Eric JacksonRealMoney Contributor3/7/2011 1:45 PM ESTClick here for more stories by Eric JacksonThere is a wide perception that Apple (AAPL -commentary - Trade Now) is universally beloved by investors and customers alike, but there's actually quit > read more

Apple's Display of Strength

Published on 2011-03-03 11:18:00

By Eric JacksonRealMoney Contributor3/3/2011 12:15 PM ESTClick here for more stories by Eric JacksonYesterday's iPad 2 announcement from Apple (AAPL - commentary - Trade Now) was remarkable for several reasons.The biggest surprise was Steve Jobs' app > read more

Video: Unloved China Gem: Shanda Interactive

Published on 2011-03-02 13:32:00

Contributor Eric Jackson says Shanda Interactive (SNDA) is basically trading for its cash. Yet it has a number of initiatives in games, literature, and payments that could pay off big this year. It reports earnings on Wednesday. Eric owns YHOO.Wed 03 > read more

Gupta's Charges Latest Sign that Goldman's Board Too Cozy

Published on 2011-03-02 08:13:00

By Eric Jackson03/01/11 - 04:35 PM ESTNEW YORK (TheStreet) -- The news that the Securities and Exchange Commission was charging the former head of McKinsey & Co., Rajat Gupta, with insider trading for tipping off hedge fund manager Raj Rajaratnam > read more

America: Wake up! How are we going to compete with China?

Published on 2011-03-02 07:30:00

By Eric Jackson, Senior Contributor03/02/11 - 06:00 AM ESTFormer GE(GE_) CEO, Jack Welch, was on CNBC Tuesday, saying, "This is still the best country in the world."Those words make us all feel warm and fuzzy. We're the best. We have been and we alwa > read more

Video: Gupta's Charges Latest Sign that Goldman's Board Too Cozy

Published on 2011-03-01 19:44:00

Contributor Eric Jackson says that the SEC's charges against Rajat Gupta show that boards have become too cozy with directors who swap information and pat each other on the back for their brilliance. It's been obvious for a while that Goldman Sachs b > read more

Video: Swiping Mastercard: China Watch

Published on 2011-02-28 13:56:00

NEW YORK (TheStreet) -- With China predicted to overtake the U.S. as the largest market for credit card companies by 2020, contributor Eric Jackson details how companies like Mastercard are trying to capitalize on China and whether investors should b > read more

Shanda Shows Promise

Published on 2011-02-28 12:53:00

By Eric JacksonRealMoney Contributor2/28/2011 1:45 PM ESTClick here for more stories by Eric JacksonShanda Interactive Entertainment (SNDA - commentary - Trade Now) will report its earnings before the market opens tomorrow morning. Though Shanda has > read more

Video: Shopping for Best Buy: China Watch

Published on 2011-02-25 08:29:00

NEW YORK (TheStreet) -- Contributor Eric Jackson details Best Buy's plans to restructure in China and his outlook on playing the stock.Fri 02/25/11 06:00 AM EST -- Eric Jackson & Brittany UmarStocks in this video: AMZN | HGG | EBAY | GME | CONN | > read more

Give NetEase a Second Look

Published on 2011-02-25 07:57:00

By Eric Jackson, RealMoney Contributor , On Thursday February 24, 2011, 3:00 pm ESTAmid all the recent attention that major Chinese Internet companies have been receiving, one has been left out of the discussion: NetEase.com. That is, until last nigh > read more

China's Complex Inflation Problem

Published on 2011-02-24 09:41:00

By Eric Jackson, Senior Contributor02/24/11 - 06:00 AM ESTNEW YORK (TheStreet) -- The Chinese government and a chorus of US critics have criticizedFederal Reserve Chairman Ben S. Bernanke's "quantitative easing" (QE2) program since its announcement l > read more

Video: The Complex Roots of China's Inflation

Published on 2011-02-24 09:38:00

Contributor Eric Jackson says China's inflation is white-hot and has more to do with past actions its own government has taken than Ben Bernanke's QE2. Swift action is needed this year by the Chinese government to get the problem under controlThu 02/ > read more

Video: Why Apple Should Buy Facebook for up to $100 billion

Published on 2011-02-23 14:47:00

Contributor Eric Jackson says there's only one company big enough to buy Facebook: Apple (AAPL). The combination would be a potential Google (GOOG) killer and too intriguing for Mark Zuckerberg to say no. > read more

Video: NXPI is riding the NFC wave

Published on 2011-02-23 13:34:00

Contributor Eric Jackson says that NXP Semiconductor (NXPI) is perfectly position to ride the Near Field Communication (NFC) trend this year allowing your mobile device to do mobile payments. > read more

Why Apple Should Pay $100 Billion to Buy Facebook

Published on 2011-02-23 13:19:00

By Eric Jackson02/23/11 - 11:54 AM ESTNEW YORK (TheStreet ) -- Apple(AAPL_) currently has a $315 billion market capitalization, with $60 billion in cash on its balance sheet. Analysts speculate it will use the money to start paying a dividend, do sto > read more

Video: Yahoo! Trading at Half What It Should Be

Published on 2011-02-23 07:49:00

Contributor Eric Jackson explains that in the disdain for the Internet company's stock, the true value of Taobao and Alipay is being missed.Wed 02/23/11 08:00 AM EST -- Eric JacksonStocks in this video: YHOO | AMZN | EBAY | DANG | YOKU | MSFT > read more

Why I Love Yahoo!

Published on 2011-02-23 07:21:00

By Eric Jackson02/23/11 - 08:00 AM ESTNEW YORK (TheStreet) -- I have had a love-hate relationship with Yahoo!(YHOO_) for five years now. I have always thought the stock was undervalued and primed for a turnaround that could unlock value. That's why I > read more

NXPI: Riding the NFC Wave

Published on 2011-02-18 07:38:00

By Eric Jackson, RealMoney Contributor , On Thursday February 17, 2011, 2:30 pm ESTNear field communication (NFC) is a new technology that's getting some buzz from the Mobile World Congress that just took place in Barcelona. It seems like every major > read more

Video: Watch Out Visa And Mastercard, Apple Is Coming For You

Published on 2011-02-16 13:44:46

Contributor Eric Jackson says Apple (AAPL) has its eye on getting into the mobile payments market thanks to Near Field Communication technology. They could be a major threat tobig credit card companies and EBAY's PayPal unit.Wed 02/16/11 12:08 PM EST > read more

Video: Watch Out Visa And Mastercard, Apple Is Coming For You

Published on 2011-02-16 13:43:00

Contributor Eric Jackson says Apple (AAPL) has its eye on getting into the mobile payments market thanks to Near Field Communication technology. They could be a major threat tobig credit card companies and EBAY's PayPal unit.Wed 02/16/11 12:08 PM EST > read more

Video: JDSU Partying like it's 1999...

Published on 2011-02-16 13:42:53

Contributor Eric Jackson says JDS Uniphase (JDSU) is back. It's selling the gear to help telcos keep up with bandwidth demands and has the gesture components powering Microsoft (MSFT) Kinect.Wed 02/16/11 12:06 PM EST -- Eric JacksonStocks in this vid > read more

Video: JDSU Partying like it's 1999...

Published on 2011-02-16 13:38:00

Contributor Eric Jackson says JDS Uniphase (JDSU) is back. It's selling the gear to help telcos keep up with bandwidth demands and has the gesture components powering Microsoft (MSFT) Kinect.Wed 02/16/11 12:06 PM EST -- Eric JacksonStocks in this vid > read more

Why NFC Could be Another Game-Changer for Apple

Published on 2011-02-16 07:55:21

By Eric Jackson02/16/11 - 08:00 AM ESTNEW YORK (TheStreet ) -- When you're a $330 billion market cap company, you need big things to move the needle. Apple (AAPL_) knows that.Look at Microsoft (MSFT_). It has the hottest thing in gaming right now wit > read more

Why NFC Could be Another Game-Changer for Apple

Published on 2011-02-16 07:50:00

By Eric Jackson02/16/11 - 08:00 AM ESTNEW YORK (TheStreet ) -- When you're a $330 billion market cap company, you need big things to move the needle. Apple (AAPL_) knows that.Look at Microsoft (MSFT_). It has the hottest thing in gaming right now wit > read more

Video: What's Next For Cisco?

Published on 2011-02-15 14:24:30

Contributor Eric Jackson says that stock sad sack Cisco Systems has a tough future. Even buying a bunch of smaller competitors are no guarantee of making this elephant dance.Tue 02/15/11 14:58 PM EST -- Eric JacksonStocks in this video: BCSI | RVBD | > read more

Video: What's Next For Cisco?

Published on 2011-02-15 14:23:00

Contributor Eric Jackson says that stock sad sack Cisco Systems has a tough future. Even buying a bunch of smaller competitors are no guarantee of making this elephant dance.Tue 02/15/11 14:58 PM EST -- Eric JacksonStocks in this video: BCSI | RVBD | > read more

Video: Nokia Went from Burning Platform to Cold Sea

Published on 2011-02-15 14:22:44

Contributor Eric Jackson says Nokia's decision to abandon its own platform for Microsoft's Windows 7 Mobile is no guarantee of future success. RIMM might be next to face this crossroads. Eric owns AAPL.Tue 02/15/11 15:13 PM EST -- Eric JacksonStocks > read more

Video: Nokia Went from Burning Platform to Cold Sea

Published on 2011-02-15 14:21:00

Contributor Eric Jackson says Nokia's decision to abandon its own platform for Microsoft's Windows 7 Mobile is no guarantee of future success. RIMM might be next to face this crossroads. Eric owns AAPL.Tue 02/15/11 15:13 PM EST -- Eric JacksonStocks > read more

JDS Uniphase's Time Has Come ... Again

Published on 2011-02-14 16:30:05

By Eric JacksonRealMoney Contributor2/14/2011 5:06 PM ESTClick here for more stories by Eric JacksonUnless you've been out of it for the last month, you know that JDS Uniphase (JDSU - commentary - Trade Now) has been on a tear. Year to date, the stoc > read more

JDS Uniphase's Time Has Come ... Again

Published on 2011-02-14 16:28:00

By Eric JacksonRealMoney Contributor2/14/2011 5:06 PM ESTClick here for more stories by Eric JacksonUnless you've been out of it for the last month, you know that JDS Uniphase (JDSU - commentary - Trade Now) has been on a tear. Year to date, the stoc > read more

Video: Funds to Believe In: China Watch

Published on 2011-02-14 07:48:38

NEW YORK (TheStreet) -- Contributor to TheStreet Eric Jackson details what funds investors in China should consider getting in on right now.Mon 02/14/11 06:00 AM EST -- Brittany Umar & Eric JacksonStocks in this video: YZC | BIDU | CEO | MCHFX | > read more

Video: Funds to Believe In: China Watch

Published on 2011-02-14 07:47:00

NEW YORK (TheStreet) -- Contributor to TheStreet Eric Jackson details what funds investors in China should consider getting in on right now.Mon 02/14/11 06:00 AM EST -- Brittany Umar & Eric JacksonStocks in this video: YZC | BIDU | CEO | MCHFX | > read more

Video: Low Income Housing Needed for China

Published on 2011-02-11 11:18:00

Contributor Eric Jackson says that despite the China bears saying there's a bubble in China real estate, there is a huge need for low income housing there. And the Chinese government is a huge supporter of it.Fri 02/11/11 10:55 AM EST -- Eric Jackson > read more

Video: Low Income Housing Needed for China

Published on 2011-02-11 11:18:00

Contributor Eric Jackson says that despite the China bears saying there's a bubble in China real estate, there is a huge need for low income housing there. And the Chinese government is a huge supporter of it.Fri 02/11/11 10:55 AM EST -- Eric Jackson > read more

Video: Who's Going to Win the Mobile-Phone War?

Published on 2011-02-11 10:18:20

Contributor Eric Jackson says Apple and Google are in the lead for a reason. Stick with them or HTC but avoid Nokia and Research In Motion.Eric Jackson currently owns AAPLFri 02/11/11 10:06 AM EST -- Eric JacksonStocks in this video: RIMM | GOOG | AA > read more

Video: Who's Going to Win the Mobile-Phone War?

Published on 2011-02-11 10:17:00

Contributor Eric Jackson says Apple and Google are in the lead for a reason. Stick with them or HTC but avoid Nokia and Research In Motion.Eric Jackson currently owns AAPLFri 02/11/11 10:06 AM EST -- Eric JacksonStocks in this video: RIMM | GOOG | AA > read more

What Can Save Cisco?

Published on 2011-02-10 18:23:37

By Eric Jackson02/10/11 - 03:15 PM ESTI participated in TheStreet.com's live blog last night covering Cisco's(CSCO) earnings call. It was a fun event. I particularly enjoyed watching peoples' reactions change as the call got well underway.When Cisco' > read more

What Can Save Cisco?

Published on 2011-02-10 18:21:00

By Eric Jackson02/10/11 - 03:15 PM ESTI participated in TheStreet.com's live blog last night covering Cisco's(CSCO) earnings call. It was a fun event. I particularly enjoyed watching peoples' reactions change as the call got well underway.When Cisco' > read more

Video: Hold the Groupon IPO

Published on 2011-02-10 10:00:00

Contributor Eric Jackson says Sunday's Groupon Super Bowl commercial about Tibet might have permanently closed the door for the Internet company's ambitions to expand in China.Eric Jackson Currently owns SINAThu 02/10/11 10:38 AM EST -- Eric JacksonS > read more

China's Low-Income Housing Shortage

Published on 2011-02-09 08:21:00

By Eric Jackson, Senior Contributor02/09/11 - 06:00 AM ESTNEW YORK (TheStreet) - We often read in Western media about "the Chinese real estate market" as if it was monolithic. But that's as absurd as talking about the U.S. housing market that way.The > read more

Hold the Groupon IPO

Published on 2011-02-08 08:18:00

By Eric JacksonRealMoney Contributor2/8/2011 7:30 AM ESTClick here for more stories by Eric JacksonNo ad from last night's Super Bowl has drawn as much ire as Groupon's ad about Tibet. Even though the company ran three ads last night -- at a cost of > read more

Mobile-Phone Game Is Apple's to Lose

Published on 2011-02-03 19:36:00

By Eric JacksonRealMoney Contributor2/3/2011 1:00 PM ESTClick here for more stories by Eric JacksonI was on CNNMoney's "Bullhorn" show earlier this week talking to Paul La Monica and Howard Lindzon about who is going to win the mobile-phone war. The > read more

Video: BullHorn -- Who's Going to Win the Mobile Phone War?

Published on 2011-02-03 08:54:00

Paul La Monica, Howard Lindzon and I chat about Apple (AAPL), Google (GOOG), Nokia (NOK), Research in Motion (RIMM), Motorola (MMI), HTC, and more. > read more

Orlando Cabbie's Strange Tale

Published on 2011-02-03 07:34:00

By Eric Jackson, Senior Contributor02/02/11 - 06:00 AM ESTNEW YORK (TheStreet) - You meet all kinds of strange characters in life but this is a story I had to tell.Last week, I flew to Orlando to attend a governance conference at Disney World. My cab > read more

Investors Want Into China's Social Network

Published on 2011-01-31 16:31:00

By Eric JacksonRealMoney Contributor1/31/2011 5:30 PM ESTClick here for more stories by Eric JacksonA slew of social networking sites are operating in China at the moment. They are benefiting from the Chinese government's decision to block the popula > read more

Video: Lumber Plays to Love: China Watch

Published on 2011-01-31 11:36:00

NEW YORK (TheStreet) -- Contributor Eric Jackson explains what's driving China's demand for lumber and how to play the sector.Fri 01/28/11 06:00 AM EST -- Brittany Umar & Eric Jackson > read more

China's Demand for Timber Is Building

Published on 2011-01-31 11:34:00

By Eric JacksonRealMoney Contributor1/28/2011 7:45 AM ESTClick here for more stories by Eric JacksonI spoke earlier this week with TheStreet TV reporter Brittany Umar, for her "China Watch" segment. She asked about Chinese demand for lumber and the b > read more

Video: Why Davos is an Elitist Boondoggle

Published on 2011-01-31 11:32:00

Contributor Eric Jackson says the business, technology and media elite attending the Davos conference this week in Switzerland will swear they'll get conduct productive business and advance philanthropic causes. Don't buy itWed 01/26/11 10:42 AM EST > read more

Video: Coal Plays for 2011: China Watch

Published on 2011-01-31 09:17:00

Mon, 31 Jan 2011 - Eric Jackson|Brittany UmarNEW YORK (TheStreet) -- Contributor Eric Jackson details his outlook on China's coal sector for 2011 and your best bets on how to play it. > read more

Video: The Power Behind Google's Throne: Shona Brown

Published on 2011-01-26 08:17:00

Contributor Eric Jackson says watch for Google (GOOG) SVP of Business Operations, Shona Brown, to wield some major influence now that Larry Page is taking over as CEO from Eric Schmidt. Brown co-authored the 1998 book "Competing on the Edge" about ho > read more

The Power Behind Google's Throne

Published on 2011-01-26 07:16:00

By Eric Jackson, Senior Contributor01/26/11 - 06:00 AM ESTNEW YORK (TheStreet) - When I was a struggling Ph.D. student 10 years ago or so, my advisor was good friends with a revered professor of strategy and organization from Stanford: Kathy Eisenhar > read more

Video: Larry Page's Zuckerberg Envy Not Good for Google

Published on 2011-01-25 10:12:00

Contributor Eric Jackson says Larry Page pushed out Eric Schmidt as Google CEO because of Mark Zuckerberg envy. Zuckerberg defied conventional wisdom and remained CEO instead of steeping aside for someone with gray hair. Page, who senses Google is fa > read more

Turning the Page at Google

Published on 2011-01-24 21:01:00

By Eric JacksonRealMoney Contributor1/24/2011 5:04 PM ESTClick here for more stories by Eric JacksonMy first reaction to the news on Thursday that Google (GOOG - commentary - Trade Now) co-founder Larry Page would be taking over as the CEO from Eric > read more

Video: SINA May Skyrocket: China Watch

Published on 2011-01-24 14:58:00

NEW YORK (TheStreet) -- Contributor Eric Jackson explains why he believes Sina Corp. is considerably undervalued from where it will be six to 12 months from now.Fri 01/21/11 06:00 AM EST -- Eric Jackson & Brittany UmarStocks in this video: YHOO | > read more

Video: The Curious Case of Canada

Published on 2011-01-24 07:35:00

Contributor Eric Jackson says everyone loves Canada's economy these days because of its commodities and its relatively low debt. However, there are some big problems below the surface that its Central Bank must grapple with.Thu 01/06/11 13:58 PM EST > read more

Google's CEO Switch Raises Many Questions

Published on 2011-01-21 14:13:00

By Eric JacksonRealMoney Contributor1/21/2011 11:30 AM ESTClick here for more stories by Eric JacksonLast night's surprise announcement that Google (GOOG - commentary - Trade Now) Co-Founder Larry Page would take the CEO post from Eric Schmidt on Apr > read more

Video: You Need to Assume Jobs Won't Be Back at Apple

Published on 2011-01-21 14:06:00

Contributor Eric Jackson, who invests in Apple, says CEO Steve Jobs is irreplaceable but that the market has to discount he may not return. But even without Jobs, Jackson says Apple is undervalued. Jackson owns AAPL.Fri 01/21/11 10:33 AM EST -- Eric > read more

Pricing the Unknown in Apple

Published on 2011-01-20 16:19:00

By Eric JacksonRealMoney Contributor1/20/2011 5:00 PM ESTClick here for more stories by Eric JacksonSince the announcement on Monday of Steve Jobs' medical leave of absence from Apple (AAPL -commentary - Trade Now), there has been intense speculation > read more

Video: Betting on eBay: China Watch

Published on 2011-01-19 21:17:00

NEW YORK (TheStreet) -- Contributor Eric Jackson details how PayPal's expansion into China will affect its parent, eBay, and whether investors should buy in.Wed 01/19/11 06:00 AM EST -- Eric Jackson & Brittany UmarStocks in this video: YHOO | AMZ > read more

AIG's Resuscitation Quite a Surprise

Published on 2011-01-19 08:18:00

By Eric Jackson, Senior Contributor01/19/11 - 06:00 AM ESTNEW YORK (TheStreet) -- AIG(AIG_) used to be a four-letter word.No one liked American International Group as little as a year ago. It was the poster child for everything that went wrong before > read more

Today's Apple Game Plan

Published on 2011-01-18 09:02:00

By Eric JacksonRealMoney Contributor1/18/2011 9:36 AM ESTClick here for more stories by Eric JacksonAnything that Apple (AAPL - commentary - Trade Now) announces relating to its new products is major news. So you can imagine that when the company ann > read more

Whatever Happened to Tudou?

Published on 2011-01-18 08:22:00

By Eric JacksonRealMoney Contributor1/14/2011 7:49 AM ESTClick here for more stories by Eric JacksonWhatever happened to Tudou? The "YouTube of China" filed an initial public offering (IPO) and applied to trade on the Nasdaq under the symbol TUDO in > read more

Video: BYD is Coming to America

Published on 2011-01-13 13:41:00

DETROIT (TheStreet) -- Eric Jackson met with management from China's biggest car company, BYD - a big investment of Warren Buffet's. They revealed they will start selling their electric cars in the US starting in Q1 of 2012.Thu 01/13/11 12:15 PM EST > read more

Video: Hugh Hendry's Bearish Call on China: Wrong for 2 Years Running

Published on 2011-01-13 08:16:00

Eric Jackson says while he likes reading the provocative calls of hedge fund manager Hugh Hendry, his bearish call against China has been wrong for 2 years now. Former China bear Marc Faber recently changed his tune and said there was no near-term th > read more

Video: Tesla Unveils its Model S at the 2011 Detroit Auto Show

Published on 2011-01-13 08:12:00

DETROIT (TheStreet) --Eric Jackson reports that Tesla showed off its alpha version and frame of its first sedan: the Model S. They gave more details on the vehicle's specs and reaffirmed that they'll start selling it by mid-2012. Eric owns TSLA.Thu 0 > read more

BYD Auto Targets U.S. Debut for 2012

Published on 2011-01-12 07:08:00

By Eric Jackson, Senior Contributor01/12/11 - 06:00 AM ESTStock quotes in this article:BYD, TM, GM, TSLA, MMI, LAS NEW YORK (TheStreet) - On Monday, I sat down with Paul Lin, a spokesman, for BYD Auto Company Ltd at the Detroit Auto Show. He revealed > read more

China Bear Still Wrong, Still Talking

Published on 2011-01-11 12:18:00

By Eric JacksonRealMoney Contributor1/10/2011 2:30 PM ESTClick here for more stories by Eric JacksonI like Hugh Hendry. I tend to agree with him more than not. Most importantly, he makes me stop and rethink things. The 41-year-old U.K.-based hedge fu > read more

Video: Slowing Steel?: China Watch Mail Bag

Published on 2011-01-09 20:27:00

NEW YORK (TheStreet) -- Contributor Eric Jackson offers his insight on how to play China's steel sector upon reports that it will slow in 2011.Sat 01/08/11 11:00 AM EST -- Brittany UmarStocks in this video: AA | VALE | BHP | RIO | X | MT | PKX > read more

Video: The SEC Should Break Up the Facebook and Goldman Party

Published on 2011-01-07 15:33:00

Eric Jackson says Goldman's Special Purpose Vehicle to allow its high-net worth clients to invest alongside it in Facebook is a work-around basic securities laws.Fri, 7 Jan 2011 - Eric Jackson > read more

The Second-Order Effects of Goldman's Investment in Facebook

Published on 2011-01-07 10:46:00

Eric Jackson says that you should look for other companies who will be valued from a 10-year potential revenue and profit stream projection, as Facebook was by Goldman Sachs. Eric owns YOKU and SINA.Fri 01/07/11 11:00 AM EST -- Eric JacksonStocks in > read more

The Goldman-Facebook Deal's Troubling Fine Print

Published on 2011-01-06 19:44:00

By Eric JacksonRealMoney Contributor1/6/2011 4:59 PM ESTClick here for more stories by Eric JacksonThis week's biggest news by far was the announcement that Goldman Sachs (GS - commentary - Trade Now) was putting $450 million of the firm's capital in > read more

Canada's Curious Case

Published on 2011-01-05 08:28:00

By Eric Jackson, Senior Contributor01/05/11 - 06:00 AM ESTCanada's economy has been the best performing of the G8 nations coming through 2008 with flying colors.It has been heralded by many in the U.S. business media as being an example for the U.S. > read more

Ripple Effects of Goldman's Facebook Deal

Published on 2011-01-03 16:08:00

By Eric JacksonRealMoney Contributor1/3/2011 5:00 PM ESTClick here for more stories by Eric JacksonThe investment world is abuzz today with news that Goldman Sachs (GS - commentary - Trade Now) has made a $450 million investment in the popular social > read more

My 2011 Predictions: A View Inside a Cloudy Crystal Ball

Published on 2011-01-03 12:52:00

By Eric JacksonRealMoney Contributor12/30/2010 1:00 PM ESTClick here for more stories by Eric JacksonThis time of year requires anyone who has market views to predict what will happen in the year ahead. The cynics typically deride such attempts as de > read more

Looking Through a Bull's Eyes

Published on 2011-01-03 11:02:00

By Eric JacksonRealMoney Contributor12/28/2010 7:30 AM ESTClick here for more stories by Eric JacksonAn epic debate has been raging for the last six months between the bulls and the bears on Research In Motion (RIMM - commentary - Trade Now). I am de > read more

Video: RIMM's Declining New Subscribers

Published on 2011-01-03 11:00:00

Eric Jackson says RIMM's net new subscribers as a percentage of their devices shipped is plummeting. No wonder they'll no longer report those details in future quarters. Eric Owns AAPL and GOOG and is short RIMM.Thu 12/30/10 10:31 AM EST -- Eric Jack > read more

What's Wrong With RIM Analysts?

Published on 2011-01-03 10:58:00

By Eric Jackson12/29/10 - 08:00 AM ESTNEW YORK (TheStreet) -- Sell-side analysts on Wall Street still have a terrible reputation.You would think that after Jack Grubman's stock-touting at Citigroup(C_) 10 years ago and all the efforts to erect "Chine > read more

The 411 On PEK: China Watch Mail Bag

Published on 2011-01-01 18:26:00

NEW YORK (TheStreet) -- Contributor Eric Jackson details the Market Vectors China ETF and reveals whether or not he would buy in.Sat 01/01/11 11:00 AM EST -- Brittany UmarStocks in this video: PEK | CHIQ | FXP | YAO | CHIX | GXC | FXI > read more