Charles Margolis
Charles Margolis
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Structural Change In The Mobile Processor Marketplace: Intel Wins; ARM, AMD Lose [View article]
Are Android Apps Coming To Your BlackBerry? It Seems Likely [View article]
Interesting article.
Apple Solved Its First Problem [View article]
Looks like you may have meant to post this link in the comments above, but it got posted down here. The title of the article is amusing:
"Samsung admits paying students to lambast rival phones in fake web reviews"
I had not heard about that, wow. Now I understand why you said, what you said. At first I did not get it.
Yeah, when the rival company needs to do that (if it is true) then you know something is up. Here is another article on it from the BBC: http://bbc.in/1199zgo it appears they were trying to criticize HTC (a Taiwanese manufacturer, and promote Samsung)
Apple Solved Its First Problem [View article]
http://bit.ly/109LRhI
The program could definitely be optimized, is what I'm saying. I've worked with it since it was first introduced, it is an excellent program. I have worked on international news stories, and have begun editing at airports, and I would really like to be able to do that with an iPad, or even an iPhone if that's all I had... one issue is battery life running such a program, though its just another obstacle to try to solve... so far I think the company is good at solving problems, not perfect of course.
It definitely depends on the complexity of the project you are working on. Specifically the number of tracks of video being layered, and an editor's specific style. The complexity of the effects you are trying to implement. Look at the section on GPU http://bit.ly/12jK2jC "you can work with richer effects in real time." That is awesome.
Version 10.0.8 seems to be working fine on a 2.3 GHz computer. Though, the original versions of the program, which were the industry standard at the time worked very well on 500 MHz Power Mac G4... there are obvious differences in a desk top and iPad or iPhone... I'm just saying this is the direction I think the company should go in. Since it is one of their strongest programs... I believe some of the issues have been resolved since that YouTube skit -- I agree though, if it's not broke don't fix it!
Apple Solved Its First Problem [View article]
If you have some sort of issue, you are welcome to try to express it.
As it stands, your criticism was itself what you accuse my article of being. So just spit it out, what is the issue, likely it has something to do with Apple. You are welcome to attempt to explain yourself.
Apple Solved Its First Problem [View article]
Hope you get a chance to read the articles about Rochdale. One is linked in this article, makes a great case for allocation strategy over trying to time the market.
Apple Solved Its First Problem [View article]
I hope you get a chance to read my previous Apple article. I say to each their own, though if you really like Apple you might check Morningstar:
http://bit.ly/10KWUOl
that is the shareholder page. It shows major holders, you might like (VTI) for instance too, it holds 12.5M shares of Apple. Keep overall direction of the market in mind though. That's just one of my core principles, to keep in mind the market can go up or down. I also, personally like some exposure to bonds, preferably a fund that generates some cash each month, (HYB) is an example. (Those are Junk Bonds, I like to balance high yield with investment grade bonds, (BND) is an example. Keep in mind these are just examples not recommendations, please.)
Apple Solved Its First Problem [View article]
Seems to me the company is very profitable. I hope you get a chance to read my previous articles on Apple. When it was at $580, I thought the chart looked problematic.
Investors and consumers alike will need to judge and reevaluate based on newer products. The company has been slow, or patient on this front, though they clearly have been working on their strong suits. I believe there is a lot to like about the company. I believe one good way to get balanced exposure to the company is through a mutual fund -- and as I wrote, obviously it is important to understand it could go up or down.
Though $162, which was one number tossed around by the article I cited at the beginning, would bring the dividend yield to 7.5%. I simply do not see that happening, at the current rate. The article I cited pointed to Apple's ROIC going down, however the chart I pulled up seems to indicate it is a trend across the tech.industry. So whilst comparing Apple to Microsoft and Google based on ROIC, I think it is important to bring that up.
Apple Solved Its First Problem [View article]
Professionals absolutely would use Final Cut Pro on an iPad, and I believe some would use it on an iPhone if they could.
It seems the devices running on the A6 and A6X are faster than the old G4 desktops. Final Cut worked great on the G4. There are obvious differences, though my point is professionals would benefit from top of the line applications on portable devices. Of course the iPad would have advantages over the iPhone; though anyone with a portable projector or mini projector, could hook their iPad or iPhone up to it and see things such a focus issues adequately.
Just some of my thoughts on it, when I've gone into the Apple Stores, I specifically have asked if and when Final Cut Pro will work on the iPad. Honestly, I wish Apple would buy, or develop a very strong partnership with Adobe, personally -- since they make really strong professional programs. So you can see my perspective on it.
Apple Solved Its First Problem [View article]
Thank you for bringing up this point. I just pulled up iMovie and Final Cut and watched the difference in % CPU and Real Mem in the Activity Monitor. I realize the points you've brought up to a degree; my point is Final Cut Pro is one of Apple's strongest programs that I know of. I hope it is optimized for iPad one day.
Final Cut Pro approaches twice (and can go to three times) the Real Mem used by iMovie and I see iMovie appears to use more % CPU to finalize a project (while Final Cut uses more % CPU for certain tasks.) As the devices are made more powerful, I do not believe inclusion of stronger programs on smaller devices is totally outside the realm of possibility. That seems to be the nature of application design; upgrades, optimization, and larger processing power allowing for more powerful applications in the long run.
Apple Solved Its First Problem [View article]
It is really difficult to understate the importance of Final Cut Pro. It revolutionized the film industry.
Apple Solved Its First Problem [View article]
Do you really think a company that announces it plans to return $100B to shareholders is in trouble? http://bit.ly/17gGOk8
ARM Holdings: Learning From My Mistakes [View article]
The basic metrics, such as P/E are fine guidelines; however you can not totally account for those buyers who want to have control, with less regard for the cost. It only applies to a few companies, though if you're basing a continuous stream of criticism against it; it is sort of like the person outside of the auction house saying "Picasso, I wouldn't pay $1 for that garbage," while people are inside bidding millions.
Why Passive Index Investing Is Merely An Illusion [View article]
http://soc.att.com/10A...
Perhaps IBM was removed because they were deeply involved in Germany, through Dehomag (their German subsidiary.) AT&T may have seemed like a good substitute because of its accomplishment in digital computing, compared to IBMs punch card system... though I'm just speculating on that.
A Closer Look Into Buffett's Bond Comments [View article]