Splunk - The Next Google Or The Next Goner? [View article]
But...but....but, sir, you are denying the vast uses of unstructured data...the basis for valuation of Splunk, CRM and many many other "big data" companies...one day these companies will provide something than anecdotal evidence of the uses of "Big Data"...maybe even something that we can measure using data...do you not know the new political correctness is to appreciate only unrelated, random piles of unstructured data, because these are so obviously superior to relational, normalized data
Surface RT is "on track to join Zune and the Kin in the great consumer electronics discount rack in the sky," writes MKM's Israel Hernandez, as he cuts his FQ3 estimates for Microsoft (MSFT). He adds there's "mounting evidence that Windows 8 is failing to resuscitate flagging PC demand," and believes PC shipments will likely see 10%+ declines at least through 1H13. Also: the head of Samsung's memory chip ops recently declared Windows 8 to be no better than Vista. [View news story]
C'mon, Sal, early in my career, I used to take Microsoft certification exams and used to be what is called a MCSD (Microsoft Certified Solution Developer) which requires you pass four Microsoft certifications in 4 different Microsoft products. I assure you it's not about the learning curve. Even if you learn to drive a horse and buggy, it's still a horse and buggy. At some point, you have to admit the emperor has no clothes.
As for the speed difference, my eyes and reflexes can't distinguish any speed difference. Perhaps it exists in some rarified PCMag or C-Net speed test.
Surface RT is "on track to join Zune and the Kin in the great consumer electronics discount rack in the sky," writes MKM's Israel Hernandez, as he cuts his FQ3 estimates for Microsoft (MSFT). He adds there's "mounting evidence that Windows 8 is failing to resuscitate flagging PC demand," and believes PC shipments will likely see 10%+ declines at least through 1H13. Also: the head of Samsung's memory chip ops recently declared Windows 8 to be no better than Vista. [View news story]
Microsoft is a Titanic happening in slow motion. Windows 8 was Titanic striking the iceberg. It's absolutely worst OS I have ever seen. I've used every OS from the early versions of Unix (oh that "c" and "korn" shell), every flavor of windows to iOS and Android.
Even the oldest command line OS interfaces are a million times better than Windows 8. One of things most demanded of me recently by family and friends is to tweak Windows 8, install Start8, disable the charms bar, etc...i.e. make Win8 more like Win 7.
After the disaster that was the "Office Ribbon Toolbar" I thought Microsoft could not sink any lower. Well, they proved me wrong. Coming to the point of this website, I would love to short Muccosoft, but since they have cash coming in from forcible OS sales via OEM manufacturers and the Office monopoly, Microsoft will die a slow lingering death. Shorting is out due to carry costs and putting is out due to the fact that one cannot buy a 10 year put.
Why Batteries Are Too Valuable To Waste On Solar Power Integration And Electric Cars [View article]
Not to seem like a loan shark who adds interest on interest, but even the primary energy sources used to make the battery themselves embody a certain fraction of energy in extracting them and transporting them - i.e. a gallon of diesel used to transport a truckfull of batteries may itself embody half a gallon or more of diesel to extract, refine and transport it to the fuel tank of the truck. So as such, the "embodied energy" of batteries may be even higher.
The Apple (AAPL) rumor mill is in full swing: 1) Bloomberg and The Verge report Apple is hoping to release an iWatch this year. Sources tell The Verge Jony Ive is spearheading the project, that a modified version of iOS will be used, and that battery life remains a challenge. Bloomberg reports the device will allow users to make calls and feature health sensors, while pointing out the watch industry is worth $60B and has a 60% gross margin. 2) iMore reports an iPhone 5S with a design similar to the iPhone 5 is slated for August, and a 5th-gen regular iPad might arrive in April. [View news story]
Herbalife: Putting Bill Ackman's Arguments In Perspective [View article]
Note that Fusion research offers **exactly zero evidence** that the Herbalife product is sold for a profit by the lowermost distributors after factoring in shipping and selling costs.
Note how s/he starts off with a false premise
"To start with, let's think of a MLM company which produces goods for $50 mn, sells them to its distributors at $200 mn, ************who in turn sells them to their retail clients at $250 mn.********** "
The point with Herbalife is that there no proof that sales take place at any price which yields a profit after product cost, shipping, all the various expenses ("training", 1-800 numbers, sales "leads", you name it).
Writing a never ending series of articles all based on the first false premise still doesn't make it true. The world became wise to the technique of the Big Untruth in the 1930's.
Why Everyone Should Own Wells Fargo [View article]
To add another perspective. Well Fargo, speaking from personal experience, is one of the most unpleasant banks to get a mortgage serviced by. I've found Wells Fargo to be stunningly good at using fine print to tack on all sorts of fees and even adjusting "fixed" rates.
So, while Wells may be doing well now by ripping off their customers, on a longer term basis, a mortgage company that follows the airline industry model of spitting on the customer is going to bump up against reality since there are plenty of competitors. I've refinanced several times since my mortgage with Wells and will never consider them again. How many customers have they permanently lost? Ergo, I would not think of them as a long term investment.
Some money managers are getting excited by the latest holy grail for investors - using gross profitability as a basis for picking stocks. Research from University of Rochester's Robert Novy-Marx shows that cheap "quality" plays outperformed the overall market by over four percentage points a year from 1963-2011. "You get much more informative signals about the health of firms" this way, says Novy-Marx. [View news story]
If you've been on the sidelines during the market's recent run, don't worry, there's more upside to come, says Goldman's Abbie Joseph Cohen. This rally's real, and the fundamentals are there to support it Cohen says. She pegs fair value for the S&P 500 at 1,575 — a 4% premium to yesterday's close. "There are other models, including the Fed model, that show fair value as high as 1,700 or 1,750." [View news story]
"Stocks..." said Abby Cohen "...have reached a permanently high plateau"
If you've been on the sidelines during the market's recent run, don't worry, there's more upside to come, says Goldman's Abbie Joseph Cohen. This rally's real, and the fundamentals are there to support it Cohen says. She pegs fair value for the S&P 500 at 1,575 — a 4% premium to yesterday's close. "There are other models, including the Fed model, that show fair value as high as 1,700 or 1,750." [View news story]
"Come on in, the water's fine" said the gently grinning crocodile.
Splunk - The Next Google Or The Next Goner? [View article]
if I hear "big data" one more time I'll puke.
Splunk - The Next Google Or The Next Goner? [View article]
http://bit.ly/GUcLiN
Surface RT is "on track to join Zune and the Kin in the great consumer electronics discount rack in the sky," writes MKM's Israel Hernandez, as he cuts his FQ3 estimates for Microsoft (MSFT). He adds there's "mounting evidence that Windows 8 is failing to resuscitate flagging PC demand," and believes PC shipments will likely see 10%+ declines at least through 1H13. Also: the head of Samsung's memory chip ops recently declared Windows 8 to be no better than Vista. [View news story]
As for the speed difference, my eyes and reflexes can't distinguish any speed difference. Perhaps it exists in some rarified PCMag or C-Net speed test.
Surface RT is "on track to join Zune and the Kin in the great consumer electronics discount rack in the sky," writes MKM's Israel Hernandez, as he cuts his FQ3 estimates for Microsoft (MSFT). He adds there's "mounting evidence that Windows 8 is failing to resuscitate flagging PC demand," and believes PC shipments will likely see 10%+ declines at least through 1H13. Also: the head of Samsung's memory chip ops recently declared Windows 8 to be no better than Vista. [View news story]
Even the oldest command line OS interfaces are a million times better than Windows 8. One of things most demanded of me recently by family and friends is to tweak Windows 8, install Start8, disable the charms bar, etc...i.e. make Win8 more like Win 7.
After the disaster that was the "Office Ribbon Toolbar" I thought Microsoft could not sink any lower. Well, they proved me wrong. Coming to the point of this website, I would love to short Muccosoft, but since they have cash coming in from forcible OS sales via OEM manufacturers and the Office monopoly, Microsoft will die a slow lingering death. Shorting is out due to carry costs and putting is out due to the fact that one cannot buy a 10 year put.
Why Batteries Are Too Valuable To Waste On Solar Power Integration And Electric Cars [View article]
Apple: Learn From Andy Zaky's Mistake [View article]
Apple's Secret Weapon Will Yield All-Time Highs [View article]
http://bit.ly/ZiA5Bm
High Inventory - Good Sign For BlackBerry [View article]
The Apple (AAPL) rumor mill is in full swing: 1) Bloomberg and The Verge report Apple is hoping to release an iWatch this year. Sources tell The Verge Jony Ive is spearheading the project, that a modified version of iOS will be used, and that battery life remains a challenge. Bloomberg reports the device will allow users to make calls and feature health sensors, while pointing out the watch industry is worth $60B and has a 60% gross margin. 2) iMore reports an iPhone 5S with a design similar to the iPhone 5 is slated for August, and a 5th-gen regular iPad might arrive in April. [View news story]
iLaugh
iShort
Herbalife: Putting Bill Ackman's Arguments In Perspective [View article]
Herbalife: Putting Bill Ackman's Arguments In Perspective [View article]
Note how s/he starts off with a false premise
"To start with, let's think of a MLM company which produces goods for $50 mn, sells them to its distributors at $200 mn, ************who in turn sells them to their retail clients at $250 mn.********** "
The point with Herbalife is that there no proof that sales take place at any price which yields a profit after product cost, shipping, all the various expenses ("training", 1-800 numbers, sales "leads", you name it).
Writing a never ending series of articles all based on the first false premise still doesn't make it true. The world became wise to the technique of the Big Untruth in the 1930's.
Why Everyone Should Own Wells Fargo [View article]
So, while Wells may be doing well now by ripping off their customers, on a longer term basis, a mortgage company that follows the airline industry model of spitting on the customer is going to bump up against reality since there are plenty of competitors. I've refinanced several times since my mortgage with Wells and will never consider them again. How many customers have they permanently lost? Ergo, I would not think of them as a long term investment.
Some money managers are getting excited by the latest holy grail for investors - using gross profitability as a basis for picking stocks. Research from University of Rochester's Robert Novy-Marx shows that cheap "quality" plays outperformed the overall market by over four percentage points a year from 1963-2011. "You get much more informative signals about the health of firms" this way, says Novy-Marx. [View news story]
If you've been on the sidelines during the market's recent run, don't worry, there's more upside to come, says Goldman's Abbie Joseph Cohen. This rally's real, and the fundamentals are there to support it Cohen says. She pegs fair value for the S&P 500 at 1,575 — a 4% premium to yesterday's close. "There are other models, including the Fed model, that show fair value as high as 1,700 or 1,750." [View news story]
If you've been on the sidelines during the market's recent run, don't worry, there's more upside to come, says Goldman's Abbie Joseph Cohen. This rally's real, and the fundamentals are there to support it Cohen says. She pegs fair value for the S&P 500 at 1,575 — a 4% premium to yesterday's close. "There are other models, including the Fed model, that show fair value as high as 1,700 or 1,750." [View news story]