Skip navigation

Current DateTime: 09:40:06 10 Nov 2009
LinksList Documentid: 24355697
powered by digg
See All "Outlook '07" posts
Text Size
Dec.07
2:37 PM ET
Thursday, 7 Dec 2006
Cody Willard, General Manager, CL Willard Capital Partners
The hedge-fund manager and Web columnist talks about YouTube, Vista and the new tech boom with CNBC’s Bianna Golodryga, in an exclusive interview on cnbc.com’s home page.

Cody Willard, the general manager of CL Willard Capital Partners, is a hedge fund manager who disseminates his views on stocks, geopolitics and rock-and-roll via his newsletters, columns and blogs.

In cnbc.com’s exclusive OUTLOOK '07 series, Willard spoke with CNBC’s Bianna Golodryga about YouTube, Vista and the new tech boom.

Willard chides “perma-bears” for seeing only the disaster of the 2000-2001 dot-com meltdown, declaring that since then, “there’s been a nice, steady rise – a steady ‘boom’ in tech.” He sees a “healthy, self-reinforcing cycle away from housing in years to come” – unless the Federal Reserve missteps.

The stock-picker touched on Microsoft’s imminent release of Vista, the latest incarnation of its Windows operating system. While some have slammed Bill Gates’s software colossus for the long delay in releasing Vista, he says that “pundits” are missing the value: “For the first time since 1996, there’s been a whole overhaul, re-haul” of Windows, which will spur software sales.

Willard believes digital video is just beginning to blossom. “YouTube hit a homerun in the first inning,” he muses, “but it’s like the original three TV networks” just scraping the surface of television’s potential. As an example of new possibilities, he says, “I look at CNBC as a profit driver [for General Electric’s NBC Universal]."

In the interest of full disclosure, we note he owns Microsoft, Apple Computer and Google. But he divides the trio into two camps: “If things go wrong, those companies [Apple and Google] can really crash. But that’s not the case with Microsoft.”

And on a dark note, Willard declares, “The Dell brand is ruined.”

Five Players In New Media
Loading...
Loading...
Loading...
Loading...
Loading...


Tools:
PrintEmailAdd This share icon
  • digg share

CNBC HIGHLIGHTS

  • Vote and suggest your own, and remember--there's a fine line between a hero and a zero.
  • If you are lucky enough to have money and the time, this is a great time to see America, says CNBC's Jane Wells.
  • What’s powering your microwave, fridge and computer? Part of it is fuel from Russian nuclear weapons. The NYT reports.
  • Mickey Mouse
  • One author sees lessons for you in Disney’s recent Makeover of Mickey Mouse: “Nice” doesn’t always win.
  • With 123 years of history, slogans and commercials, Coca-Cola is the most recognized brand on earth.
  • The opening of a virtual pet store in “World of Warcraft” could prove a cash bonanza for Activision-Blizzard.
ADD COMMENTS
Remaining characters


Current DateTime: 02:47:39 10 Nov 2009
LinksList Documentid: 29778428

Current DateTime: 01:04:27 10 Nov 2009
LinksList Documentid: 29779196

Current DateTime: 04:56:52 10 Nov 2009
LinksList Documentid: 29779199

Current DateTime: 01:00:11 10 Nov 2009
LinksList Documentid: 29779198
  Data is a real-time snapshot  *Data is delayed at least 15 minutes
Global Business and Financial News, Stock Quotes, and Market Data and Analysis

© 2009 CNBC, Inc.  All Rights Reserved.
A Division of NBC Universal
Thomson ReutersThomson Reuters