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Bryan Waters

 
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  • Google Vs. Apple: Death By A Thousand Paper Cuts [View article]
    Nicely said...you have the opposite situation with FB. Investors hate the company after the failed IPO...
    May 7 08:45 AM | Likes Like |Link to Comment
  • Google Vs. Apple: Death By A Thousand Paper Cuts [View article]
    The phone, the apps, the app store all are key revenue contributors to Apple. As they lose ground in each area they will steadily lose revenue. What happens when you start relying on Google features on your iphone and one day you realize that you know longer need to buy an iphone at a premium price to get that?

    You switch...or maybe you don't but the majority will. So then Apple switches to a low cost iphone to continue to compete. Their margins detoriate but Google still benefits from the ad revenue.

    Its not that complicated.
    May 6 07:08 PM | Likes Like |Link to Comment
  • Google Vs. Apple: Death By A Thousand Paper Cuts [View article]
    You don't think that Apple's revenue will suffer if they have to rely on Google and other companies to deliver core features for iPhone?
    May 6 07:05 PM | Likes Like |Link to Comment
  • Google Vs. Apple: Death By A Thousand Paper Cuts [View article]
    I agree. Both are outstanding companies...my opinion is that Apple is going through a change right now and all the product excitement that is priced in will be changed for dividend excitement. Its going to be a VERY different company going forward with lots of drama and lots of therapy for die-hard Apple fans...of which there are quite a few.
    May 6 04:29 PM | Likes Like |Link to Comment
  • Google Vs. Apple: Death By A Thousand Paper Cuts [View article]
    Moosenator...you are right on with your comments. The one thing I can say about Apple is no one produces better hardware than they do...their magnetic power connector for laptops is the reason I won't use other laptops but Apple's MacBook.
    May 6 04:28 PM | Likes Like |Link to Comment
  • Google Vs. Apple: Death By A Thousand Paper Cuts [View article]
    I wasn't so much making a comparison between Apple and Yahoo as I was between Google and Yahoo. The general ideas was that Yahoo never saw Google coming...same thing with Apple. By the time you realize that Google is winning, it will be too late.

    And your right about the percentage of apps but Apple will lose the Apps battle as well. As Google grows market share for Android and improves the quality for Google Play they'll eventually pass Apple by and it might not be as long as you think.

    Siri is not a failure. Its just not as good as google voice search.

    And...Apple's Maps products was definitely a failure by pretty much all measures except for visual design. I guess you might argue that you would enjoy getting lost but the product simply didn't work. Thats why Google Maps is one of the top free downloads in the App store.
    May 6 04:26 PM | Likes Like |Link to Comment
  • Amazon Vs. Google: Battle For The Clouds [View article]
    This is one of those industries thats hard to predict...Amazon has a big start but the biggest threat is OpenStack...it was developed in response to the Amazon cloud and provides anyone with a little elbow grease and some cheap commodity computers the ability to setup their own cloud.

    This means that anyone can become a competitor in this space with little effort. The Nebular one aspect provides another twist to this story...FFIV is also an interesting beneficiary to up and coming cloud providers...

    We'll see what happens...it will definitely be interesting.
    Apr 27 10:12 AM | Likes Like |Link to Comment
  • Amazon Vs. Google: Battle For The Clouds [View article]
    I was actually doing some research on OTT boxes...it seems like AMZN is going to shake things up there...maybe i'll write an article on my findings. Could be interesting...

    The simple fact is that each move that AMZN makes is designed to created long-term customers...a beautiful strategy, especially when it works as well as Amazon's strategies are working.
    Apr 26 10:22 AM | Likes Like |Link to Comment
  • Google Removes Beta From GCE And Declares War On Amazon [View article]
    The low margins are by design...look at gross profit. AMZN is buying future market share and future customers in terms of lowering costs, subsidizing products like the Kindle and building out data centers.

    Its a pretty solid strategy. Do your homework before you comment.
    Apr 25 11:16 AM | Likes Like |Link to Comment
  • Amazon Vs. Google: Battle For The Clouds [View article]
    I never underestimate Google. However, this is one area where the cost of switching will be prohibitive for a customer. Google will get some number of customers (and there are quite a few) who will start with them from the beginning but the customers who are already AMZN customers would switch for one of two reasons. Costs are cheaper...not likely since AMZN is making sure that they control the costs of the cloud and quality...AMZN would have to slip-up in a big way to make this happen.
    Apr 25 11:13 AM | Likes Like |Link to Comment
  • Amazon Vs. Google: Battle For The Clouds [View article]
    There are a lot of people that understand neither AMZN's disruptive business model and how its paying off or AMZN's finances...i'm constantly floored by the guys who haven't done the legwork to understand the margins.

    It is extremely interesting to me that a company that is for all intents and purposes in a non-technical industry is shaking up tech giants...I love it!
    Apr 25 11:10 AM | 2 Likes Like |Link to Comment
  • Google Removes Beta From GCE And Declares War On Amazon [View article]
    Read this article and see if that helps.

    http://seekingalpha.co...
    Apr 24 05:39 PM | 1 Like Like |Link to Comment
  • Amazon Vs. Google: Battle For The Clouds [View article]
    Your missing the point. Its not soap or rest that makes it tough to switch...its building a platform that relies on S3 or SQS or some other AWS service that becomes an integral part of your infrastructure that makes it hard to switch.

    If you do that, and companies do that frequently then the cost of switching means redeveloping the parts of your architecture that rely on that.

    Netflix is one of the more public examples of this.

    Their architecture is heavily dependent on both S3 and SimpleDB and leverages a number of other aspects of the AWS service framework.

    To move to another service, all of that would have to be rewritten.

    "Not sure I want to bet my business on that."...Netflix did.
    Apr 24 12:52 PM | Likes Like |Link to Comment
  • Google Vs. Apple: It's About Scalability [View article]
    Which of my facts are wrong? I never made a statement about the number of infected phones...
    Apr 23 10:14 AM | Likes Like |Link to Comment
  • Google Vs. Apple: It's About Scalability [View article]
    My numbers come from Gartner. Are you saying Gartner is wrong?
    Apr 23 10:13 AM | Likes Like |Link to Comment
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