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Dennis Baker

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  • Apple Scores Security Win Over BlackBerry [View article]
    Weren't we talking about iOS not OS X?

    Blackberry doesn't have a desktop/ laptop OS unless you count Windows.
    Nov 10, 2014. 03:11 PM | 3 Likes Like |Link to Comment
  • Apple Scores Security Win Over BlackBerry [View article]
    @desee you tell me. What is an objective way to compare the two platforms? You don't seem to care about track records or the opinions of independent third parties... So what left?
    Nov 10, 2014. 04:12 AM | 3 Likes Like |Link to Comment
  • Apple's Mac Revenue Will Outpace Competitors By A Healthy Margin [View article]
    Most photographers I know use Macs... The iMac 5k will be huge IMO. They like the iPad because they can share images with clients or potential clients easily.
    Nov 10, 2014. 02:01 AM | 2 Likes Like |Link to Comment
  • Apple Scores Security Win Over BlackBerry [View article]
    @passport user - iMessage and FaceTime are secure due to software not hardware (though the iPhone does have hardware to make encryption more power efficient). There are about 10 messaging platforms listed which did better than BBM and many are software only. It's a matter of managing keys and keeping data encrypted through the entire process.
    Nov 10, 2014. 01:57 AM | 4 Likes Like |Link to Comment
  • Apple Scores Security Win Over BlackBerry [View article]
    Blackberry fans ignore objective third party experts and claim Blackberry is "Mostest Secure Phone Evar"... shocking.
    Nov 9, 2014. 10:42 PM | 4 Likes Like |Link to Comment
  • Apple Scores Security Win Over BlackBerry [View article]
    I'm not sure why you are focused on Blackberry, it's not a competitor in this market and hasn't been for a couple years. Far more relevant is the fact that iMessage and FaceTime were more secure than the default messaging clients on Android, Skype, and Google Hangouts. Apple's messaging clients topped all the more common messaging systems and most of the smaller ones (has anyone heard of the ones that beat iMessage and FaceTime?).
    Nov 8, 2014. 07:01 PM | 11 Likes Like |Link to Comment
  • Rushing Toward The Cloud Crash [View article]
    Microsoft doesn't even disclose their gross revenue on cloud services let alone margins or other useful metrics. They love to use vague Amazon-like non metrics like "margins grew 194%" which without context tells you exactly nothing.

    What we do know is that in the past 4 years Microsoft's margins (as a percentage of revenue) are way down and net income is flat. Whatever magic is happening in Azure isn't happening fast enough to make up for loss of Windows/ Office profits.

    I'm not going to argue with your wall-o-text, what I see working with cloud services daily doesn't sync up even remotely with you claims, so I have no idea where you are coming from. What I do know is basic economics 101, the easier it is to find a replacement good or service, the lower margins are. Cloud services are a near perfect commodity... Which means ultimately there is only the slimmest margins to be had.

    Margins won't stabilize because developers are increasingly moving towards more portable platforms. Look at Docker, it's the fastest growing virtualization platform around because it's almost perfectly portable.
    Nov 8, 2014. 03:14 AM | 1 Like Like |Link to Comment
  • Apple's Mac Revenue Will Outpace Competitors By A Healthy Margin [View article]
    Unless your real work happens to involve sales, construction, deliveries, insurance, photography, or pretty much anything that requires standing up all day... In which case an iPad pretty much rules.

    It's all about having the right tool for the job.
    Nov 7, 2014. 09:48 PM | 3 Likes Like |Link to Comment
  • The Future Of Apple Pay [View article]
    Apple makes devices people love. This is what they've done since the beginning. Everything they've built has been around a small core of computing devices and a stack of closely related services around those devices. If Apple builds software, it's to support those core devices.

    Apple isn't trying to be everything to everyone, if a service is better done by a third party, Apple lets them operate it. That's why you don't see an Apple recording studio or Apple movies or Apple bank and credit... And you never will.
    Nov 7, 2014. 07:01 PM | 1 Like Like |Link to Comment
  • The Future Of Apple Pay [View article]
    Apple Pay has multiple credit card companies and multiple vendors backing it.

    Google Pay has been around for 3 years. I'm sure they will improve it based on what Apple Pay has done, but ultimately it boils down to Apple's effective integration of the print scanner into the process. What is Google going to do? They can't retroactively create a better fingerprint sensor and integrate it into all Android phones. Samsung is the only Android vendor with widely deployed print scanners and those have very sketchy reviews.
    Nov 7, 2014. 06:09 PM | Likes Like |Link to Comment
  • The Future Of Apple Pay [View article]
    Apple isn't increasing any fees for merchants or consumers, they are charging *banks* an undisclosed amount which presumably the banks expect will be offset by reduced fraud.

    MCX can't offer rebates which are appealing enough to get people to migrate away from their credit cards. Most credit cards offer roughly a 1% rebate in one form or another. Unless MCX offers significantly higher rebates no one is switching. You are vastly underestimating the value people place in deferring payments until the end of the month and to a lesser extent, the purchase protection and fraud prevention credit cards offer.
    Nov 7, 2014. 06:05 PM | 2 Likes Like |Link to Comment
  • Rushing Toward The Cloud Crash [View article]
    @GoAirForce -

    Staffing has long since ceased being the big cost center for data-centers, power and heat management are vastly more expensive at this point. Cooling and power costs are such a huge issue, it's one of the biggest factors determining where companies build data centers, taking precidence over things like staffing. Aside from physical location, the best way to manage power and heat costs is by upgrading equipment. Pricing on cloud services is perpetually downward and companies that don't upgrade quickly find their power costs exceed what they can charge for services.

    We have a VPS provider we've used for 5 years and in that time they've offered us discounts twice to migrate to new servers. It made more sense for them to lower our prices and move us to new gear then continue with the older equipment. That suggests to me the life cycle of a cloud data-center server is between 2-3 years. For Microsoft/ Amazon/ Google who offer many services where their services aren't tied to a specific server, it's almost certainly on the low end as the cost of upgrading is cheaper than paying for power. (Also donsidering how many servers they deal with, I'm certain they know exactly how much more efficient a server needs to be before it's worth replacing the old).

    I'm not sure where you heard annual rates are the best, I don't think anyone offers annual rates or discounts anymore. Most services offer monthly and hourly rates. Storage is priced per MB/ Month and bandwidth is billed per MB transferred. Azure doesn't even list an annual rate for most services. It's a reflection of the way people shop for cloud services at this point.

    The profits of cloud computing are tiny and if anything shrinking as more and more tools are designed to optimize cheap cloud services. Large cloud customers can recoup the cost of a migration with even a modest 1-2% cost savings. Smaller developers are more price conscientious to begin with and can move from one service to another between projects if one gets significantly more expensive than the others.

    Everything about cloud computing is a perfect storm of commoditization, there are multiple sellers with deep pockets (and a willingness to take zero profits) and buyers have all the power. I don't even think Amazon and Google treat their cloud computing services as profit centers. Both of them can sell cloud computing as a byproduct of their primary computing needs. Microsoft is trying to turn that into a profit center which doesn't make a ton of sense.
    Nov 7, 2014. 05:41 PM | 4 Likes Like |Link to Comment
  • The Future Of Apple Pay [View article]
    I'm with the author and WisPokerGuy up to the point where Apple rolls their own credit card.

    Apple has a core set of competencies and banking is not one of them. I'm certain Apple could buy a bank or whatever they need to to enter the credit card market, but they won't because Apple is very focused on their core business which involves building technology. Look at Apple's acquisition history, the furthest they've strayed from their core was iAds and Beats and even those are very close in the fold. iAd is a developer tool for iOS, Beats is accessories and Beats streaming is being rolled into iTunes (or maybe reverse merged).

    While I could see Apple cranking up rates or giving favorable treatment to cards which lower their fees for Apple Pay merchants, but Cook and Apple aren't going to branch out of their core competencies and get into banking and credit.
    Nov 7, 2014. 03:23 PM | 3 Likes Like |Link to Comment
  • Is Apple's Run Over? [View article]
    Apple treated GTAT the same as they do all their suppliers. GTAT is special because unlike most, they failed to deliver. Not only that, GTAT management 'bet the company' in the process. Considering the first thing GTAT's management did after the deal was to create an escape hatch, it's clear they knew how risky their Apple play was from the get-go. Best case, Apple lost hundreds of millions, GTAT's management made millions on the deal and they have controlled the flow of news to investors the entire time. Why wasn't there a serious discussion that there was a significant risk GTAT was going to fail to meet goals *months ago* when they clearly knew things weren't going well?

    You seem inclined to blame Apple, but it's pretty clear who benefitted most from this deal and left all the shareholders on the hook.
    Nov 7, 2014. 03:08 PM | 3 Likes Like |Link to Comment
  • Is Apple's Run Over? [View article]
    Don't you get bored spewing the same mindless spiteful nonsense over and over?


    It's boring. You could at least add some variety to your spiteful tirades.
    Nov 7, 2014. 02:26 PM | 3 Likes Like |Link to Comment