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Deja Vu

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  • Reuters: Apple stepping up efforts to win over enterprises [View news story]
    Ballmer, ex-Microsoft, was probably a secret Apple employee. What else could explain Windows 8?

    If Windows 8 doesn't make enterprises replace Windows with Macs, nothing will. Apple must have marveled when Windows 8 was unveiled. Anybody with a thimble of brains could see that enterprise was going to run as far away from Windows 8 as possible.

    Remember Bill Gates was still at Microsoft as chairman of the board .. the bubble of yes men not daring to tell the truth about Windows 8 to Gates and Ballmer must have been very strong...

    If I were Apple, I would use Windows 8 as the battering ram to open the Windows citadel that is enterprise.
    Nov 11, 2014. 03:00 PM | 2 Likes Like |Link to Comment
  • Google signs 60-year lease on NASA airfield [View news story]
    Sweet heart deal so that google execs can land in the heart of Silicon Valley. Landing right at that airfield could have been sold for billions/year. Google, spreading some soft doubt the decision makers at NASA who approved this will retire and then be hired by Google at fat salaries.

    The difference between the US and African/Asian countries is one of trust. In African/Asian countries, you have to pay the bribe before the favor, in the US, bureaucrats have trust in you. You can pay the bribe later by hiring them as "consultants", or giving them "book advances", or endowing university fellowships or chairs, or by simply hiring them.

    The reason this is important for SA readers is this - pay attention to the actions of the execs at the companies you invest in. Behaviors don't change. What they do one sphere of life often is done in others.
    Nov 11, 2014. 07:51 AM | 2 Likes Like |Link to Comment
  • Report: Uber planning another massive funding round [View news story]
    Uber is the one of the few companies genuinely disrupting incumbents. Plus, they generate cash...also they pass the "toothbrush" test... wonder if they are available on second market....should have looked earlier...
    Nov 9, 2014. 09:37 PM | Likes Like |Link to Comment
  • Snapchat close to deal at $10-$12B valuation [View news story]
    Valuations mean nothing if the sum invested is $10 million by the Sand Hill crowd. Yeah, I can give a buck to a start up too for a one billionth equity stake and it would be "valued" at $1B.
    Nov 9, 2014. 09:34 PM | 1 Like Like |Link to Comment
  • Can Apple Sustain Advancements In Future iPhone Generations? [View article]
    "Maybe Apple can develop some sort of sensor that induces noise cancellation from ambient sound when talking on the iPhone."

    Already found on the Galaxy Note 3 which has 3 microphones to do just that. iOS7 up offer this feature, thoug I'm not sure of Apple's hardware implementation and don't care enough to find out.

    "Maybe Apple can create a sensor that monitors speed, which would make the device more responsive to your needs while you're in a car, at your desk or jogging."

    Those are an accelerometer and GPS chip and in found in every phone.

    Are you serious? If you know so little about hardware, why are you writing articles on advancements in future phone hardware.
    Nov 8, 2014. 11:04 PM | 6 Likes Like |Link to Comment
  • Pouring A Little Cold Water On Apple Investors [View article]
    Nice article. Bulls usually ake couple quarters results and extrapolate in a straight line to infinity.

    Very few articles on SA focus on strategic/qualitative aspects.

    I agree with all your points.

    A few more - carrier subsidies are morphing into payment plans where you clearly see the cost of devices. Previously you paid the same price whether you bought a iPhone or a cheap phone.

    Now with the payment plan, esp. for a family of 4, the cost of the phone is going to be an issue in the US, just like it is in most other parts of the world.

    That's going to hurt the higher end offerings from all phone makers, given the average high end phone costs about $150-200 to make. There's plenty of price cutting players like Xiaomi can do to hurt incumbents like Apple and Samsung.

    The installment plans on the phone for a family of 4 can easily equal the monthly plan cost.

    I'm pretty sure my Note 3 is the last "subsidized" (implicit payment plan) phone I buy. The next one will be either outright purchase or on a explicit payment plan so I'll choose a cheaper, equally capable phone.

    I think the love for the iPhone will come down when the average Joe sees the actual difference in the monthly bill. IMO carriers should have unbundled the costs a long time ago rather than charging the same subsidized post paid plan price regardless of whether one bought a iPhone or a cheap nokia flip phone.
    Nov 6, 2014. 08:02 AM | 2 Likes Like |Link to Comment
  • Einhorn talks up EMC, calls Amazon a bubble stock [View news story]
    Followed Einhorn into ATHN short. Lost a small bundle. Be careful, he doesn't move markets. He seems to be more the Ackman than the Icahn variety.
    Nov 5, 2014. 04:26 PM | 1 Like Like |Link to Comment
  • Knives out for Draghi [View news story]
    Germans, remembering what thier grandfathers told them about printing money...
    Nov 4, 2014. 05:53 PM | 2 Likes Like |Link to Comment
  • In Apple's Gains Against Samsung, A Vindication For Tim Cook [View article]
    You are building a mountain out of a couple of quarters of Apple sales of pent up demand for a product that samsung has sold for 4 device generations.

    Once the surge subsides in about 4 or 5 months, then what?

    The watch is vaporware - no battery life, no pricing, no apps real case to own one either...

    The rest of the paean to Timmy, was frankly, a little too redolent of the North Korean media reporting on Kimmy.
    Nov 4, 2014. 05:52 PM | 1 Like Like |Link to Comment
  • Knives out for Draghi [View news story]
    Cut the welfare checks, the free rent, the free medical care (make 'em pay), allow free hiring and firing, cut taxes, fire 90% of all government servants, stop piddling about climate change, - that's what the whole of Europe needs.

    What they get is all of the above and some unelected joker in a suit printing money, because you know, throughout history that has always worked...

    How to invest in the wheelbarrow and wallet industry...(brownie points to anyone who gets that reference...)
    Nov 4, 2014. 03:26 PM | 3 Likes Like |Link to Comment
  • Xiaomi Continues Self Defense After Apple Slam [View article]
    The sainted Jonny Ive ran away to Hawaii and sat there for the duration of the Apple-Samsung trial that ended in a billion dollar verdict for Apple. The sainted Ive did that to avoid the civil case subpoena. The minute the trial was over, the sainted Ive flew back. Why did the Oh so holy Ive do this? Because he didn't want to testify about his *public* remarks that the iPhone was the result of Apple stealing every idea it could.

    Also perhaps the sainted Ive, before pointing fingers at Xiaomi, let us know how Apple, turned over exactly 15 emails regarding the iPhone design to Samsung in discovery, while collecting literally hundreds of thousands of the same from Samsung. Were there exactly 15 emails in Apple regarding the design of the iPhone or were the emails destroyed in a deliberate and sustained attempt by Apple, before filing the lawsuit against Samsung?

    The latest additions to iOS (app hand offs, continuity, multitasking, widgets etc etc etc) are all blatant ripoffs of standard android features. Apple is a company completely out of ideas except ripping off Samsung and Google.
    Nov 4, 2014. 09:15 AM | 1 Like Like |Link to Comment
  • Sprint misses by $0.13 [View news story]
    Why is this a surprise - going on offering more and more goodies to keep post paid subscribers will hit the bottomline...more 4G data, iPhones for life, free Tesla Model S, Dreamliners...where will it stop?
    Nov 3, 2014. 04:21 PM | Likes Like |Link to Comment
  • Report: New bond sale for Apple planned [View news story]
    Timmy & Apple must be getting bored as they wait to copy the next Samsung and Android innovations.
    Nov 3, 2014. 07:29 AM | 4 Likes Like |Link to Comment
  • Wal-Mart considers matching online prices [View news story]
    Walmart doesn't match its own online prices. In other words, if you spot an item for $50 on the website, the only way to get that price is to order it online for shipping to home or for store pickup.

    If you go to the store itself, and show them the online price, it will not be matched. So why the big talk about matching rivals online prices in stores when WMT doesn't match its own online prices in stores?
    Oct 31, 2014. 09:51 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: ECB Tests Find That 12 Banks Need To Raise $12B [View article]
    As Margaret Thatcher said, "the trouble with socialism is that you inevitably run out of other people's money"

    Venezuela, Argentina, Brazil - all patients infected with socialism virus in different stages of financial death rattle.

    Most of Europe, after failing to curb any of thier looney tax, labor and welfare practices, are about to max out the german credit card, having already maxxed out their own.

    When last seen ECB officials were reading "how to" manuals published by the Zimbabwe central bank and wondering whether to anoint Mugabe the next EU council president.
    Oct 27, 2014. 08:13 AM | 21 Likes Like |Link to Comment