Friday, October 29, 2004


Ace crime fighters! Posted by Hello

How was breakfast Robin? Posted by Hello

To the Bat Cave Robin Posted by Hello

Luke's class party Posted by Hello

Drew & Brian D. Posted by Hello

Drew's class party Posted by Hello

Drew & Brian DePalma Posted by Hello

Batman & Robin @ school Oct. 29, 2004 Posted by Hello

Batman and candy Posted by Hello

Drew as Batman snacking at his school Halloween party Oct. 29, 2004 Posted by Hello

Luke in his Robin costume at the school parade Oct. 29,2004 Posted by Hello

Hey Boss, you're fired!

Bruce Springsteen to stay with Kerry on his swing into Florida today. Is this guy annoying the crap out of anyone else but me? Can somebody clue Bruce into the fact that he's irrelevant to this election. The outsized egos of these clowns would be laughable if it wasn't so pathetic. That goes for you too Jovi.

I maintain the Democrats are so off message by embracing these "stars." Hey assholes, we like their music and movies but could give a crap about anything else about them unless it winds up on Page Six. Joe Public sees right through this ruse and actually is repelled from the message because of this pandering.

Rock on Bruce, just keep it on the stage/cd/dvd.

Thursday, October 28, 2004


Drew decided to use a Gogurt as a drum stick. He's going to be musical this kid. Posted by Hello

Wednesday, October 27, 2004

Quotes I Like

Opportunity is missed by most people because it is dressed in overalls and looks like work.

- Abraham Cowley

Monday, October 25, 2004


Luke fast asleep in our wagon leaving the Hunt 2004. Posted by Hello

Luke & Maeve Swartwood Hunt 2004 Posted by Hello

Drew on a bridge at Hunt 2004 Posted by Hello

Luke and Matthew Pfundstein at the Hunt 2004 Posted by Hello

A few more pix from the Hunt, October 23, 2004. Posted by Hello

Saturday, October 23, 2004

The Hunt 2004


Drew, Maeve, Declan & Matthew on top of Uncle Dan's SUV at the Hunt 2004 Posted by Hello

As far as gorgeous Autumn days, today was about as good as it gets. Spending it outdoors with family & friends was the way to go. The Hunt was just great, the kids had a ball and us adults did likewise. The only slight fly in the ointment was the 4 minutes of panic when Luke decided to wander off. He made his way over to a group of kids jumping in a pile of hay. While I knew all along we'd find him doing something like what he was actually doing, not knowing for those few minutes was just awful. It happened to me one other time, at the mall when I had the boys alone. That's enough for me thanks.

Back to the fun stuff. Bobby and Dan et al. did a great job with the spread. We brought along a mozzerella, tomato & basil spread and two bottles of red. The take away from all food was people just don't seem to eat as much in this type of setting. We had a lot of food left. I guess it's more booze, less food next year. Drew picked McDynamo in the Breeder's Cup race. He came in like charm and we split a pot with Jason, a friend of Dan's. Less our wager we banked $130. Way to go Drew, way to go McD.

Our spot was over on the hill, not to far up. I guess another row or two up would be ideal as far as actually seeing the races, but I did see more racing today than probably all other races combines. This may be due to something else entirely but who knows.

I was throwing the football with Luke and some girl thought it was so cute, thought Luke was a doll. She asked me if this was just the best day ever for me. Well, next to marriage and the boys births, yeah, a day like today is pretty hard to beat. The family, friends, beautiful setting, great weather, good food and spirits, the horses. Sure it would have been nice if some other family was there, but we take what we can get. Drew and Luke had fun playing with Declan. I think Mave was mixing it up with the boys too. I spent some QT with Matthew which was nice.

Saw some old friends that I hadn't seen in years. Jim Kenny, Pete & Maureen McNally, Keving Carey, Doug Heyl, Jeff Knightly. Everyone looked great.

We left about 4:45. Luke fell asleep in the wagon on the way out. We have a great picture which I'll post. They both slept the whole way home. Tomorrow Susan and the boys are doing an American Heart Assoc. walk in Roseland. Susan has a friend or two from work who have volunteered to push the boys in the stroller. I'm off the Giants Stadium with Theo for Giiants vs. Detroit. I'll check back later.

Friday, October 22, 2004

Pace of Tech Innovation vis-a-vis Investing

I believe Steve Jurvetson either posited or quoted someone that the pace of technology change over
the next decade or two will equal or exceed that of the last century. I think this has profound
implications for investing esp. in early stage ventures. I think there will a few tremendous
fortunes built (a la Google, Ebay) but a pile of money up in smoke given how fast the needle is
going to be moving.

What brings this thought to mind is the Baby Bells all of a sudden investing headlong into FTTN
(fiber to the neighborhood, premises etc.). After reading the article about the guy in Toronto
who is providing his whole neighborhood with access and content, I have to think something similar
will be scaleable in short order. What happens then to all the hot new fiber?

I belive only the few will be chosen and a lot will disappear, including some of today's legacy
corps that are gasping to adapt. It seems the endgame has happened already yet these guys want to
fight the good fight. Might as well take that cash out back and torch it.

This is going to be something.

=====
Andy Nardone
QB Capital Management
13 N Cedar Pkwy
Livingston, NJ 07039
973.735.2119
Cell 973.464.7248



Wednesday, October 20, 2004

An Ugly Record

The Yanks are on the verge of setting an ignominious record, losing in the ALCS after being up 3-0. Rob took me to the game last night, Sec M32, seats 12 & 13, about 25 rows up from the left field line foul pole extended - - literally, he had to lean a little right to see the batter and I leaned a bit to the left. Probably the least entertaining game of the series but we had a great time nonetheless. Thanks Junior.

So tonite we'll hunker down to the rubber game and see what happens. As I discussed with my brother-in-law, it sort of feels like Torre is overstaying his welcome. Will a win tonite change that, maybe. But it's something we both sort of feel in the gut.

Go Yanks!

Friday, October 15, 2004

Nukes

Eerie. CNBC just teased a story "Is the nuclear option on the table?" I blogged about this earlier and it appears to be a chilling reality. Let's hope not.

Friday, October 08, 2004

Life and Death Pickle

I haven't put down my thoughts on the war in Iraq (I'll do it in more detail later), but suffice it to say that I was against it because during the build up the case put forth by the Bush administration simply did not add up.

That said, I must say I feel for President Bush during this Election 2004 season. Here's why. For a leader to lead effectively he must embody unending passion for the task at hand. Right now we have men and women in a life or death battle in Iraq. Regardless of what you think of earlier policy decisions, Bush has steadfastly supported the war effort and the warriors carrying it out. He's embodied the unending passion for the mission.

I truly believe that at Bush's core he thinks any trace of uncertainty would be devasting to the troops and ultimately the entire war effort. Perhaps he and his inner circle have questioned the continued war effort, the risk of additional casualties vs. little tangible reward. Regardless, I think the administration believes there is no turning back at this point. A cynic, or realist, may say this will only hold up until the election. Perhaps.

This public face/private face conundrum points up the gravity of the initial decision to go to war. It was quite clear to me that the evidence simply didn't add up to mobilizing a war effort against Hussein/Iraq. But the administration deftly played off the 9/11 emotions of the country and effectively squelched any reasoned debate, let alone outright opposition. "You're either with us or against us" was their rallying cry. So if you said the evidence put forth doesn't justify the case, you were "against us" and unpatriotic.

This administration rode roughshod over the war prelude and now is reaping what it sowed. The lesson for future generations and future leaders is that the seminal decision is whether to go to war at all. Because once engaged it is difficult for an administration to be frank and openly critical of the ongoing effort. Viet Nam
anyone?

And the public is equally culpable because they let the administration get away with it. The mainstream media, don't get me started. They were too worried about getting plumb embed assignments.

I had to get this off my chest before tonight's debate.

Thursday, October 07, 2004

Trust

I had the oil in the Escape changed yesterday. The boys and I went to Jiffy Lube then lunch. Jiffy Lube does a great job at up selling but they face an almost insurmountable obstacle dealing with me. Years ago some Jiffy Lubes were found to actually not change the oil in some customers. They just rolled the car in, went through some motions and rolled the car out. That still sticks in my mind and, as such, I don't really trust them. Why do I still go for an oil change? It's convenient. I guess I should look into Grease Monkey or some other competitor that offers the same convenience and switch. But the point is Jiffy Lube violated my trust and is still paying a steep price.