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  • Without Steve Jobs, Apple Is Without A Map [View article]
    Also... Scrolling long web pages like this one...brutal
    Sep 23 06:26 PM | Likes Like |Link to Comment
  • Without Steve Jobs, Apple Is Without A Map [View article]
    Thanks :)
    Sep 23 01:13 PM | Likes Like |Link to Comment
  • Without Steve Jobs, Apple Is Without A Map [View article]
    I have to say, iOS 6 is exceedingly buggy, it's driving me insane.

    - Airplay mirroring performance is tripe
    - Double Album representation is utterly sloppy in the music app
    - Music Store downloads are buggy
    - I don't care about the maps too much but there is no longer a dedicated youtube iPad app at all (not a bug but still dumb)
    Sep 23 12:36 PM | Likes Like |Link to Comment
  • Zynga Launches Lead Balloonville 2 [View article]
    Milkweed, AMAZING title! Now I'll continue reading... :)
    Sep 22 09:51 PM | Likes Like |Link to Comment
  • Google (GOOG) recently boasted it now has 400M total Google+ users and 100M monthly active users (MAUs). But as Joe Wilcox notes, Google claimed in June Google+ had 250M total users and 150M MAUs. So how did MAUs decline even as total users jumped? It likely has something to do with the fact that Google could be counting any registered user who has seen a Google+ post or clicked on a +1 button as a "user." Facebook, for the record, had 955M MAUs at the end of June. [View news story]
    To use a Google service like local reviews (to write one) you have to convert your Google profile into a Google+ profile. Then you are counted a user. Social engineering at it's bestest.
    Sep 18 02:33 PM | Likes Like |Link to Comment
  • The download caps placed by Canadian ISPs such as BCE and Shaw (SJR) are "almost a human rights violation," says Netflix's (NFLX) chief content officer - the caps have forced Netflix to make non-HD streams the default option in the country. CEO Reed Hastings has bashed both Canadian (as well as American) broadband prices before, but they haven't stopped the company from getting 15% of Canadians to subscribe to its streaming service. [View news story]
    Nope, I love when NFLX jumps, go look at my talks today, seriously! Every jump is Christmas until they fix the business, if they do...
    Sep 14 07:10 PM | 1 Like Like |Link to Comment
  • The download caps placed by Canadian ISPs such as BCE and Shaw (SJR) are "almost a human rights violation," says Netflix's (NFLX) chief content officer - the caps have forced Netflix to make non-HD streams the default option in the country. CEO Reed Hastings has bashed both Canadian (as well as American) broadband prices before, but they haven't stopped the company from getting 15% of Canadians to subscribe to its streaming service. [View news story]
    Gotta love a model of selling someone else's lemonade on someone else's lawn
    Sep 14 01:19 PM | 4 Likes Like |Link to Comment
  • There's No Longer A Bernanke Put [View article]
    This is really really well said Paulo.
    Sep 14 11:12 AM | 1 Like Like |Link to Comment
  • Microsoft (MSFT) is handing out free Surface tablets, Windows Phone 8 devices, and Windows 8 PCs to its 90K+ employees in an effort to stoke interest in its latest products. Separately, Microsoft confirms the Windows RT version of Office 2013 will be provided for free, and will arrive at some point between November and January. But the company also cautions it will lack some of the advanced features found on the Windows 8 Pro version of Office won't be included. [View news story]
    Good move.
    Sep 14 09:44 AM | 2 Likes Like |Link to Comment
  • Get Paid 20% To Buy Netflix For $45 Per Share [View article]
    Haha, that's what I wanted to say...but then I said what I said up there ^^^
    Sep 14 01:09 AM | 1 Like Like |Link to Comment
  • What Does Apple's Streaming Music Service Mean For Netflix? [View article]
    Really?? I think if you make that argument you need to go ahead and make the same for RIMM...

    Netflix is hamstrung by it's own silly decisions and the lack of expected growth, they bet the farm on higher sub growth it seems. Oops. They don't have the cash and when they do they spend it on international growth...why not spend it on domestic growth??? A new model??

    Because I'm most often short, I try all day long to come up with ways that Netflix could succeed, there are very few with the current obligations strapped to it's back and they must be about the money, not the story, it's too late for that, it's show me the money time.

    Netflix has some sense in targeting TV series for content, the recent ABC buys are good, but probably too expensive. That model is not necessarily completely dead if they can pay what is coming due with current revs, it's just small, and it does not grow money somewhere down the line cause while Wells and Reed may say the costs are fixed the 10K/Q says the complete opposite about streaming content.

    So it is shockingly vulnerable to what Josh lays out here, real competition. Real competition comes from players that have more to gain than a video sub. Like Apple & Amazon, Google and Microsoft, et al. The ones who have more to sell than a sub, more hope than future razor thin opportunities a video subscriber may present, more like an eco-system. It will be interesting to see what the heck Redbox Instant plans to do to sidestep the madness that this model is.

    You are saying Netflix wants to somehow further monetize the current subs. Of course! How would you do that? Raise sub costs? Split DVD out? Many of us "Bashers" have laid out "in the box" hopes for Netflix at least: Ad, Premium Tiers, PPV, an interesting one could be a music service, all of it is high risk at this juncture. Out of the box ideas have also come along, like the work that Netflix is doing in CDN tech is somewhat interesting, but that wont make for a compelling investment...
    Sep 14 12:46 AM | 1 Like Like |Link to Comment
  • Get Paid 20% To Buy Netflix For $45 Per Share [View article]
    Just say no.
    Sep 9 09:49 PM | Likes Like |Link to Comment
  • IBM's Watson App: Google And Apple Should Be Nervous [View article]
    With the advent of RDF, Microformats, SPARQL, etc, thinking and learning machines can and will replace the current iteration of Search with what IBM is talking and demonstrating. An important aspect of this will be the patent arms race in machine learning vs and using open data and open understanding for machine leaning.
    Sep 8 03:21 PM | 1 Like Like |Link to Comment
  • Even Salesforce Admits That Growth Is Slowing: But Does That Make The Stock A Good Short? [View article]
    Oh I'm with you, just wanted to point out that a large chunk of one of their largest deals ever is simply a renewal
    Sep 2 06:54 PM | Likes Like |Link to Comment
  • Even Salesforce Admits That Growth Is Slowing: But Does That Make The Stock A Good Short? [View article]
    From the call :

    "Salesforce.com had an outstanding quarter in large transactions. We profiled some of those, including Allergan and Virgin and Nestlé and others. And we also closed a very large transaction, in fact, one of our very largest transactions ever, with a large networking technology company, which consisted of both a very important renewal plus an extremely large additional ACV or what we call first-year contract component, and so it was really a great quarter for large transactions." - Marc Benioff in response to a question about large deals from Adam Holt
    Sep 2 09:18 AM | Likes Like |Link to Comment
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