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Deja Vu  

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  • Apple files all glass patent [View news story]
    I'm filing a patent today for stuff to be enclosed in aluminium. You know, like beer and soda cans. I also plan to hire some ex patent examiners at handsome salaries so that the ones examining my patent applications know what awaits them after they walk out the revolving door.

    Wah! what innovation...the short order Cook will next patent bacon, eggs and hash browns on one plate.
    Jul 9, 2014. 08:26 AM | 5 Likes Like |Link to Comment
  • Microsoft: A Nail In The Coffin For The Windows Phone [View article]
    Well, you can always count on "bored programmer syndrome" at Google to drive people away from Android. Bored programmer syndrome is a condition wherein a army of programmers make unwanted changes to a existing software program just a)because they can b) because they who live and breathe that software program are bored of it c) to have something to do.

    Example of bored program syndrome are having Android "standards" that mandate removing the search button from the Android phone, removing the setting button and replacing with a "recent apps button", removing text reflow and pinch to zoom resize in the stock Android browser, removing the ability to set ringtone volume and notification volume seperately in the latest version of Android. Shoving the failed Google+ down the throats of people. Hiding every possible email option in gmail for desktop (yeah, nothing to do with Android but could not resist).

    Microsoft, too suffers from Bored Programmer Syndrome (Office Ribbon Toolbar, all of Windows 8). Microsoft's strength used to be continuity. If you knew one version of something, the next version would behave in a pretty similar programmer. If Microsoft keeps Windows phone interface the same and doesn't succumb to remodeling the house every week, when Android eventually self destructs from bored programmer syndrome, we will all be looking for an alternative. So don't rule out Windows Phone just yet.

    Not all of us are girlfriendless geeks in flannel and hipster glasses in Silicon Valley who want to spend our free time dealing with the changes wrought by Bored Programmer Syndrome.
    Jul 8, 2014. 03:48 PM | 10 Likes Like |Link to Comment
  • Boeing to inspect fuselages after train derailment [View news story]
    Would it kill Boeing to relocate to a nice right to work state, put entire plants under one roof and boost EPS and stock price? All this shipping stuff around has only led to delays, quality issues and cost overruns. Boeing mgmt. seriously has issues. I mean relocating HQ to a bankrupt state like Illinois...when they could have as well left for a nice red state with low taxes...
    Jul 7, 2014. 09:09 AM | 3 Likes Like |Link to Comment
  • Dimon says he has curable throat cancer [View news story]
    I'll pray to god for you Jamie. I'll pray that the diagnosis is wrong...
    Jul 2, 2014. 12:14 AM | 3 Likes Like |Link to Comment
  • Stocks begin quarter with broad rally, Dow comes within two points of 17K [View news story]
    Look ma, no hands...
    Jul 1, 2014. 11:41 PM | Likes Like |Link to Comment
  • BlackBerry rallies as Passport images/specs leak [View news story]
    Nervous retail shorts covering on any news. Blackberry is still just a dead man walking. One day soon, Blackberry will run out of the last few low information people in Indonesia who still think Blackberry phones are 'cool'.
    Jun 30, 2014. 01:48 PM | Likes Like |Link to Comment
  • BP seeks return of millions in Gulf spill damage payments [View news story]
    Given that the entire sea floor of the gulf of mexico is dotted with vents releasing oil and natural gas and that there exists a whole anaerobic microbial chain eating that oil and gas, which perhaps explains the minimal to zero impact of the BP spill, its a total joke, these demands for "reperations". Don Obama's demands for a shakedown are laying down a blueprint for how behave like a mobster while occupying a government post.
    Jun 29, 2014. 09:20 AM | 3 Likes Like |Link to Comment
  • Apple roundup: Smart home hardware, iPod Touch, Costco [View news story]
    I'm sure it will incite many Apple longs...
    Jun 26, 2014. 09:48 PM | Likes Like |Link to Comment
  • Apple roundup: Smart home hardware, iPod Touch, Costco [View news story]
    Outside US and Japan (in Japan probably due to national contempt for Koreans), majority of people seem absolutely able to compare Android & Apple products and choose Android. Even in US Apple seems destined to become a shrinking minority in market share.

    None of the "new categories" vaped about thus far - such as "iWatch", "iHome", "iCarStereo" or "iHealth", on the surface of the vaporware, seem to have great mass market appeal or be able to sell in quantities that will move the needle.

    For such a huge company, Apple is dangerously dependent on one product for the bulk of its revenues, the iPhone. Unlike say, the product of an oil major like Exxon, iPhones have easy substitutes.

    The car was a great invention, but then a car owner in 1925 probably got to where he was going almost as quickly as today. Flying cars, space cars, etc haven't turned up. Sometimes the next great breakthrough doesn't happen. I think we seem to be reaching that in the phone industry.

    In the meantime Apple seems to be busy copying Android, while sneering at it and suing it. TC seems to be another Steve Jobs misjudgement almost as big as pomegranate juice.
    Jun 26, 2014. 08:16 PM | 4 Likes Like |Link to Comment
  • New York sues Barclays for fraud over dark pool [View news story]
    Barclays will pay a nominally impressive fine of hundreds of millions or a couple of billions, admit no wrong doing and walk away.

    That would be about 2 cents on the dollar of profits from frontrunning clients.

    When will we call the banks for what they are - organized crime?
    Jun 25, 2014. 07:12 PM | 4 Likes Like |Link to Comment
  • Major correction continues in Dubai [View news story]
    Wait until Emirates, Etihad & co follow the lead of ArabTec, Emaar and Nakheel. So much for GE & Boeing's huge order books
    Jun 24, 2014. 09:39 AM | Likes Like |Link to Comment
  • Ford preps for CEO transition [View news story]
    Interviewed himself out of his current job...
    Jun 24, 2014. 08:03 AM | 2 Likes Like |Link to Comment
  • GE set to prevail in its bid for Alstom, but some see a Pyrrhic victory [View news story]
    At this point GE needs to be broken up. The head has stopped communicating with the limbs already. Why GE wants to grow even more bigger is a mystery to me. Reminds me of compulsive empire building - empires that usually bloated and rotted from way to unlock value is to split GE into GE capital (almost done), GE Aviation, GE Infrastructure, GE Heavy Electrical, etc etc
    Jun 21, 2014. 12:17 PM | 4 Likes Like |Link to Comment
  • Google's Nest to buy Dropcam for $555M [View news story]
    Companies with solutions looking for problems creating problems for which we will need solutions.
    Jun 20, 2014. 10:22 PM | 4 Likes Like |Link to Comment
  • Homebuilders hit by glum Owens Corning outlook [View news story]
    Spoke with a homebuilder. According to the example he quoted a $300,000 (build cost + builder margin) house in 2012 now would today run $430,000. On the higher ends this is even more so. A $600,000 (cost + margin) house in 2012 now would run about $900,000. And add in in higher interest rates for mortgages from a buyer perspective. According to the homebuilder, the people buying the finished inventory in early 2013 got both the lower 2012 costs and the lower interest rates of 2013.

    Lumber, labor, stone, you name it, everything has gone up 30-40% from the lows. New construction can't compete with existing stock until existing stock prices creep up as inventory of existing homes for sale gets tighter and tighter.

    Essentially this means more and more people are going to be priced out of the new home market or will downsize until they can afford it. Either way, this is not looking good for homebuilder revenues and margins.
    Jun 20, 2014. 01:06 PM | 1 Like Like |Link to Comment