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Bryan Waters

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  • Google Vs. Apple: Spring Of Hope, Winter Of Despair [View article]
    At least your considering your choices carefully.
    May 16 01:38 PM | Likes Like |Link to Comment
  • Google Vs. Apple: Spring Of Hope, Winter Of Despair [View article]
    I actually do think Jobs was exceptional human being and that Tim Cook is not in his league...no insult to Tim but Apple is currently valued based on Jobs performance and not Tim Cooks.
    May 16 01:18 PM | 2 Likes Like |Link to Comment
  • Google Vs. Apple: Spring Of Hope, Winter Of Despair [View article]
    Those descriptions come from Jim Cramer...not me ;-)
    May 16 01:17 PM | Likes Like |Link to Comment
  • 10 Things You Don't Know About Bitcoin But Should [View article]
    Thanks for reminding me Mike...I worked through that bubble...I still have equity from startup bubble companies that have gone under. ;-)
    May 13 11:47 AM | Likes Like |Link to Comment
  • 10 Things You Don't Know About Bitcoin But Should [View article]
    The volatility will cause a pricing issue for most merchants though...right? They will want to peg value to their local currency which means that the price in bitcoins will change dramatically from time to time. Hosting companies taking Bitcoin for payment would have vastly different prices from month to month...
    May 13 11:45 AM | Likes Like |Link to Comment
  • 10 Things You Don't Know About Bitcoin But Should [View article]
    Who would Google or Microsoft buy out exactly to "crush the Bitcoin competitor"?
    May 12 10:48 PM | Likes Like |Link to Comment
  • Google Vs. Apple: Death By A Thousand Paper Cuts [View article]
    They make them high end luxury products for geeks. My macbook makes other devs drool...thats why i think it would be exceptionally bad if they start offering low-end low-margin products...
    May 7 02:25 PM | 1 Like Like |Link to Comment
  • Google Vs. Apple: Death By A Thousand Paper Cuts [View article]
    You said Apple is working on an HMD product? Is this something that was announced or a rumor? I hadn't heard this...i'd love to get more info...
    May 7 02:23 PM | Likes Like |Link to Comment
  • Google Vs. Apple: Death By A Thousand Paper Cuts [View article]
    Agreed. Its a critical feature for users...complexity and difficulty for developers will show up over the long term in the App Store revenue stream.
    May 7 11:16 AM | Likes Like |Link to Comment
  • Google Vs. Apple: Death By A Thousand Paper Cuts [View article]
    I hope so Rubber Duck...i'm thinking we have another cycle ahead with the product announcement in the fall. Cook's idea of amazing is different than Jobs'...the market is expecting Jobs' style amazing and they simply won't get it.
    May 7 10:48 AM | Likes Like |Link to Comment
  • Google Vs. Apple: Death By A Thousand Paper Cuts [View article]
    I doubt it...Google Glass are still too early...its still research...public research but research all the same. Still, they have a coolness factor sort of like concept cars...if you buy them, expect to be an early adopter, they'll be expensive, frustrating and cooler than all get out but will likely still be an expensive toy for a while.

    You might enjoy this SNL skit... http://bit.ly/10ge7xH
    May 7 10:37 AM | 1 Like Like |Link to Comment
  • Google Vs. Apple: Death By A Thousand Paper Cuts [View article]
    Every product that GOOG produces ties into their revenue generation business in some way. Search, voice search, android especially...free apps place AdMob ads (owned by Google) in their apps, paid apps generate direct revenue to the Google play store. You don't think you'll be walking along with your Google "Glass"es and have ads popping up? Or promotional augmented reality? Imagine walking along and the restaurant you are passing is advertising a 2 for 1 lunch...even the free apps in the Apple App Store generate revenue for Google...

    Everytime you see a Google product, ask yourself how it relates and feeds into the other products...when you get a chance, take a look at the revenue per user...this includes mobile users. Google is doing just fine with focus.
    May 7 08:58 AM | 1 Like Like |Link to Comment
  • Google Vs. Apple: Death By A Thousand Paper Cuts [View article]
    Ok...so buy GOOG even buy YHOO...Marissa is doing a much better job than I expected...i'm impressed. Wait till AAPL settles...at least till after the fall product announcements.
    May 7 08:52 AM | 1 Like Like |Link to Comment
  • Google Vs. Apple: Death By A Thousand Paper Cuts [View article]
    Two comments...your right about Google phones. The fragmentation and low-end hardware thats available allows for some very poor experiences. My Nexus 4 works fantastic...the OS hasn't been "tweaked" and the hardward is very nice.

    Apple seems to be headed down this road with the iPhone...i'm afraid that the amazing new products this fall will include a low-end low-price iPhone that will not help Apple's current situation.

    Regarding the PEs...Apples PE is low because of the stock price fall which is partly due to a loss of faith among devotees. In my opinion, this will continue but it will also bring reduced margins, lower revenue, etc.
    May 7 08:51 AM | Likes Like |Link to Comment
  • Google Vs. Apple: Death By A Thousand Paper Cuts [View article]
    Timing is important...right now getting into AAPL is scary. If I get back in the entry will have to be obvious or i'll wait till the gloss wears off and i'll buy it as a dividend stock
    May 7 08:46 AM | Likes Like |Link to Comment
COMMENTS STATS
169 Comments
67 Likes