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Bryan Waters

 
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  • Time To Add Apple To Your Retirement Portfolio [View article]
    Well...when it bottoms out of course. Its not difficult to see a bottom in a stock...watch it and wait and see. So much of the price is future value that its hard to predict. My guess is that it will consolidate a bit and then based on the September launch, look for a new bottom.

    If this is what their announcements will look like then I think the bottom happens Q4 this year.

    http://bit.ly/apple-20...
    Apr 21, 2013. 09:21 PM | Likes Like |Link to Comment
  • Amazon Vs. Google: Battle For The Clouds [View article]
    The cost to switch from one service to another is huge. Its not just the cost of the service...its the development efforts to switch from the core services of one to the other. If you just use virtual servers then you are not really taking advantage of the benefits. If you build services like SQS, SNS, S3, etc into your platform then you are building a dependency that makes it very difficult and very expensive to switch.

    I'm suggesting that this cost is the the thing that means Amazon has to slip in a big way to justify the switch for a given software developer.

    As for monetizing unused capacity...i've always suspected that myself. They can sell off the excess capacity during the off-season and leverage all their unused servers...i simply couldn't find anything to support that assumption so I didn't include it...but it seems more than reasonable to me!
    Apr 21, 2013. 09:17 PM | Likes Like |Link to Comment
  • Google Vs. Apple: It's About Scalability [View article]
    Look it up...according to Gartner and a number of other research firms, Android passed iOS by in market share a while ago.

    http://seekingalpha.co...

    Gartner says we are currently at 65% android compared to 19% ios. I've seen similar numbers from other research firms that vary by a percentage point or two...

    I'm not purporting anything...i'm interpreting numbers that seem like they are pretty solid. Are you suggesting that Gartner is wrong? If so by how much? 45% or more?
    Apr 21, 2013. 08:46 PM | Likes Like |Link to Comment
  • Google Vs. Apple: It's About Scalability [View article]
    If you didn't read it I already made that point but with a different conclusion. I'm saying thats why Apple is making more money now but that Google can address the quality issue and in fact, they are doing it in an automated way intentionally...this and their growth rate mean they will eventually pass Apple.

    http://seekingalpha.co...

    In the meantime, Apple has to convince the market it hasn't change...i'm waiting for the fall product announcements to see whether they are going to keep hitting it out of the park.
    Apr 21, 2013. 08:32 PM | Likes Like |Link to Comment
  • Google Vs. Apple: It's About Scalability [View article]
    Thats sort of the nuts and bolts of it...compare chromebook to macbook...I own both personally but without a doubt the MacBook is a better product. So $3000 for a Macbook or $199 for a Chromebook?

    Public schools are buying chromebooks as the next gen laptop... http://onforb.es/15zmGM6
    Apr 21, 2013. 07:49 PM | Likes Like |Link to Comment
  • Google Vs. Apple: It's About Scalability [View article]
    So your point is you are the CEO of a software company and therefore i'm wrong?
    Apr 21, 2013. 07:22 PM | Likes Like |Link to Comment
  • Google Vs. Apple: It's About Scalability [View article]
    Android has well passed iOS in terms of OS market share. One of the reasons that I wrote this and several other articles to explore the disconnect between OS penetration and app store penetration.

    Making the comparison on apps alone is a mistake. Thats exactly the question I explored in my article on the app stores.

    http://seekingalpha.co...

    A previous commentor said I was comparing apples and oranges and he was right. The two are not a straight forward comparison because that have different fundamental philosophies on the way things should be done.

    Apple focuses on quality from their patents, to their products to the quality of the apps in the app store.

    Google focuses on unlimited scalability with quality as a secondary consideration.

    I'm not saying either is right or wrong, i'm saying that one has more upside.

    Your comparison of downloads and that one articles simplistic growth estimate tying downloads to revenue is flawed for that very reason. Apple makes more money from their app store. iOS developers make more money from the same app than android developers.

    I'm also saying thats not going to help Apple in the long run.

    Think of it this way. If Sculley, Spindler, Amelio or Cook had to make the "go" or "no go" decision on the iPhone we wouldn't be having this conversation and Apple wouldn't be the cash-rich company with an extremely loyal customer base that they are today.
    Apr 21, 2013. 03:45 PM | Likes Like |Link to Comment
  • Google Vs. Apple: It's About Scalability [View article]
    Camera,

    I never said Apple wasn't growing. There is plenty of life left in Apple's current products and the company will continue to enjoy revenue from them for some time. I absolutely love the iPhone and I wrote this article on a MacBook Pro...i'm a fan. In fact, I hope i'm wrong. I'd like Apple to continue and for the talent that exists within Apple to have an outlet. I just don't believe it will...

    I've said repeatedly and will continue to say that its not the current products that are the problem...its the lack of "insanely great" future products.

    Like the analyst Roger Kay of Endpoint Technologies said, “Apple can continue to fly along on the fumes of the Steve Jobs-era for quite a while.”

    And please do read my future articles...keeps me honest.
    Apr 21, 2013. 02:19 PM | 1 Like Like |Link to Comment
  • Google Vs. Apple: It's About Scalability [View article]
    You will do one on at least one of the two then!

    Good luck! I wish you all the best.
    Apr 21, 2013. 01:45 PM | Likes Like |Link to Comment
  • Google Vs. Apple: It's About Scalability [View article]
    No...the argument isn't different. You just refuse to see whats happening right in front of you. There is no doubt that it is happening faster than it did with desktops but an OS is an OS...the different form factor just provides different ways of infecting the operating system.

    Android updates are definitely hardware dependent. Windows updates were too...so were Mac Finder and OSX updates. You couldn't install newer versions on hardware that didn't support it.

    And viruses that affect android can be removed using the "android kill switch" that Google built-in to provide a measure of security.

    http://bit.ly/android-...

    But your positions are getting a little tiresome. Are you stating that Google is evil and Apple is good therefore your not wrong? Or are you actually making a point.
    Apr 21, 2013. 01:33 PM | 1 Like Like |Link to Comment
  • Google Vs. Apple: It's About Scalability [View article]
    Come on Yogaman...don't rewrite what I said. I didn't cave to the fact that human curation is not scalable...its simply less scalable. I also didn't say that RPE is irrelevant. I simply said that the comparison is not a direct one but it is definitely a related one.

    And i'm thrilled that you provide counter-point to my arguments although your responses seem to be more emotional than practical.

    I will continue to look for more quantitative ways to measure my point.

    Just out of curiousity...are you long Apple?
    Apr 21, 2013. 01:27 PM | Likes Like |Link to Comment
  • Google Vs. Apple: It's About Scalability [View article]
    As a humerous side note (Bruce Willis fan's will hate me for this)...I just enjoyed a moment exploring the movie analogy with the "Die Hard" series...somehow it seems to work in this case! ;-)
    Apr 21, 2013. 11:54 AM | Likes Like |Link to Comment
  • Google Vs. Apple: It's About Scalability [View article]
    I thought I provided evidence. You can't argue that Apple was a blockbuster hit based company. And was and still am a big apple fan!

    The argument is tough to pin down to a simple comparison. Look at this number compared to that number...see? It doesn't work that way.

    Did you look at the patents? Do you follow the market shares of the respective products? Did you look at the comparison between the way Apple ran without Jobs as compared to the way it runs with Jobs (http://bit.ly/apple-th...)?

    I can only present so much supporting evidence and at some point you simply have to pick a position.

    And no, cool isn't scalable. Cool is simply cool! If cool were scalable every hit movie would have an unlimited number of follow-up hits...Hit Movie 3 would be as big as Hit Movie 2 which is as big as the original.

    My advice is that if you don't agree with my premise then...don't. Buy Apple now (or maybe you already have) and hold on for the ride...
    Apr 21, 2013. 11:52 AM | Likes Like |Link to Comment
  • Google Vs. Apple: It's About Scalability [View article]
    Before you make that statement, do an analysis of the mobile advertising revenue that is derived from the Google apps on Android phones and tell me what you see? A revenue stream that Apple doesn't have at all...
    Apr 21, 2013. 11:15 AM | 1 Like Like |Link to Comment
  • Google Vs. Apple: It's About Scalability [View article]
    That was always an argument with the Mac too...the simple issue is that Windows suffers from the same problem. It became very clear very quickly that it wasn't that the Mac was immune to viruses...it was simply that a virus writer got more bang for their buck by targeting the OS with the majority market share.

    Mac viruses always existed...its just that Windows viruses had more exposure and more chance to go viral. Same for iPhone and Android.
    Apr 21, 2013. 11:14 AM | 1 Like Like |Link to Comment
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