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Author Archives: Malcolm Berko

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Microsoft breakup might allow investor to get even (access required)

Microsoft is so huge that it can take a week for a letter mailed from its boardroom to reach the CEO's office in the same building. Size is wonderful if you're a wall, a planet or an oil well but counterproductive if you're competing in a "Jack be nimble, Jack be quick" world of instant-gratification technology.

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Lower consumer earnings means lower retail revenues (access required)

Why is it that Macy's, which used to be my favorite department store, and now Wal-Mart and other retailers, are reporting lower earnings and slowdowns in revenues? The financial data report low interest rates, better employment and good home sales, and that General Motors, Ford and Chrysler are selling cars and making huge profits. What's wrong here?

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