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Dennis Baker

 
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  • Google Ends An Apple Advantage [View article]
    Google has claimed to 'fix' fragmentation every year for the past 4 years and it's as bad as ever.
    Aug 18 10:47 PM | 2 Likes Like |Link to Comment
  • Nearly $2 Billion In The Hole, Microsoft Continues To Dive Deeper Into Tablets [View article]
    Not that hard to understand -when compared to most notebooks- the surface is light.

    When compared to tablets, all its bulky.

    The Surface competes with both classes of devices. It's light for one, heavy for the other. Not that hard to conceptualize. By your way of posing the problem, the 15" MacBook Pro is light because it's smaller than a desktop.

    If you are using it 'like a tablet' all the time, for example is you are a salesman who does data entry standing up when talking to clients. Or if you are an artist showing someone your portfolio... The Surface is big and bulky.
    Aug 12 04:38 PM | Likes Like |Link to Comment
  • Tesla Motors updates Supercharger network progress [View news story]
    I'd much rather see gasoline at $5-6/ gallon than $1.50. Much better for Tesla, better for the environment.
    Aug 12 03:30 PM | 4 Likes Like |Link to Comment
  • Nearly $2 Billion In The Hole, Microsoft Continues To Dive Deeper Into Tablets [View article]
    It is bulky compared to an iPad. Much in the same way a Ford Escalade is bulky compared to a Toyota Camry. It weighs much more and has a huge footprint and towing capacity which only a few people ever need.

    Yeah, they are different things, but they will be used for many of the same tasks. Which is ultimately why the iPad has put a huge crater in Windows sales over the past 4 years,
    Aug 12 04:20 AM | Likes Like |Link to Comment
  • Nearly $2 Billion In The Hole, Microsoft Continues To Dive Deeper Into Tablets [View article]
    "It weighs less than two iPad Airs - approximately what the original iPad did, in..."

    If it were competing againt the iPad 1, you might have a point. It is in fact competing against something that weighs nearly half as much and the full sized iPad is the largest tablet which sells in any volume. If it is a "tablet", it's bulky as hell.

    "The most recent word is that the pro 3 is the best seller in the series thus far, but it's rather silly to pretend you have more information than that."

    As far as I can tell the only one pretending they have any numbers is you. Unless you have some kind of figures to back your assertion? As I said previously, the only thing we know is the numbers aren't good enough for Microsoft to release.
    Aug 11 08:50 PM | Likes Like |Link to Comment
  • Note On Cheap iPhones [View article]
    @davel - Apple sells lots of computers for under $900, their most popular computer is handheld and sells for $650, it's called the iPad. I know you were restricting your comments to traditional form factors, but that's a huge mistake, as buyers don't limit their purchase decisions that way.

    Setting that aside, even in the traditional form factors, Apple's base model has been sliding downhill in price for years. The base MacBook Air sells for 60% of its introductory price and over the prior 2 years the base MacBook price is down 20%. iMac prices and MacBook Pro prices have similarly pushed downwards.

    Apple isn't going 'cheap', the component costs for great hardware have been coming down and Apple is making their product available to more people. I have no idea what they will sell the iPhone 5c for next year, but the 8gb 5c is already exploring lower price points for their second tier so I wouldn't be surprised at all if it explored new lower price points as a tier 3 phone.

    My point isn't that Apple IS going to push prices down, I don't have a crystal ball. My point is simply that there is a pretty big feature gap between the 5c and the rumored 6, a gap which would minimize cannibalism if they did push prices down on the 5c.
    Aug 11 07:06 PM | Likes Like |Link to Comment
  • Why Apple's iPad Is Floundering [View article]
    Most people keep computing devices until they are unusable. For the iPad, that is a truly long time. I'm sure there are plenty of 1st gen ipads out there getting plenty of use and they will remain in use for years to come. Apple isn't good at this planned obsolescence thing (and we're better off because of it).

    Macs last forever too and remain useful for their entire life.
    Aug 9 10:40 PM | 1 Like Like |Link to Comment
  • Nearly $2 Billion In The Hole, Microsoft Continues To Dive Deeper Into Tablets [View article]
    @drichter

    The Surface is bulky, it's downright huge compared to most tablets. It weighs about twice what the iPad Air does and nearly 2.5 times what the iPad mini weighs. And you feel every ounce of that weight when you are holding it in one hand and using it in the other, which is the most frequent way tablets are used.

    It is competitively priced for a laptop/ ultra book because that's what it is, a laptop with a slightly weird form factor. The fact is after 3 versions that form factor isn't taking off yet. MacBooks are more popular than ever and while iPad sales have been soft, there's little evidence that it's due to the Surface Pro 3. If Microsoft were selling tens of millions of Surface Pros, you can bet they would be shouting it from the rooftops and they aren't.

    Aug 9 09:35 PM | 3 Likes Like |Link to Comment
  • China refutes Apple procurement report; USPTO rejects patent claims [View news story]
    BINGO
    Aug 9 09:14 PM | Likes Like |Link to Comment
  • Note On Cheap iPhones [View article]
    Don't we actually have to see what is offered to make that kind of decision?

    If Apple drops the iPhone 5c to $300 and they are selling the 6 for $650 with a bigger screen and a pile of other nicer features, will people in wealthier markets (the ones where it's competitive now) chose the plastic one with the smaller screen?

    Apple successfully sells iPads at $300 and $500+ and the $300 models don't really capitalize the larger, certainly not as much as they increase total sales. Likewise, Apple sells a $900 MacBook, but Mac ASPs are over $1150.

    I think one of the big problems Apple faced is their phones didn't have enough differentiation. With a plastic case and smaller screen there should be a pretty big gap between models where cannibalism won't be a huge problem.
    Aug 9 02:02 AM | 1 Like Like |Link to Comment
  • Nearly $2 Billion In The Hole, Microsoft Continues To Dive Deeper Into Tablets [View article]
    I'm a big fan of real numbers rather than predictions and rhetoric.

    So far the numbers for the Surface have been horrendous to merely not interesting enough to brag about.

    Analysts have been giving Microsoft a free pass on the tablet market ever since Windows 8 was announced, every year we see claims that their market share is going to skyrocket... Then when nothing happens it just gets repeated at the next launch. Let's see some real numbers, then we'll talk.
    Aug 9 01:55 AM | 6 Likes Like |Link to Comment
  • China refutes Apple procurement report; USPTO rejects patent claims [View news story]
    Keep in mind the fact checking on Seeking Alpha is the same for Bull and Bear articles alike.
    Aug 8 01:34 PM | 1 Like Like |Link to Comment
  • Apple: Why It's What I Don't Know That Excites Me [View article]
    As far as I can tell Apple prepaid for much of this.
    Aug 7 04:42 PM | Likes Like |Link to Comment
  • Note On Cheap iPhones [View article]
    At this point, Apple can sell viable $300 phones with reasonable margins. The question is how deeply sales of those $300 phones will bite into sales of their $650 phones. Based on the iPhone 5c, it sounds like the answer is 'not very much'. Lots of new buyers out there.
    Aug 7 03:41 PM | Likes Like |Link to Comment
  • Note On Cheap iPhones [View article]
    Another thought provoking article, you are always a good read Ben.
    Aug 6 07:12 PM | 12 Likes Like |Link to Comment
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