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J. M. Manness

 
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  • Apple + IBM Partnership 3: Part Of The Long-Term Strategic Play [View article]
    You missed my point. I said "0.15 basis points = 0.15 of 1%" NOT just "0.15" That "of 1% is important!

    Read again please.

    In this case "==" would have been appropriate (i.e. equivalence not equals).
    Nov 25, 2014. 10:18 AM | Likes Like |Link to Comment
  • Apple + IBM Partnership 3: Part Of The Long-Term Strategic Play [View article]
    we assume the same 0.15 basis points = 0.15 of 1% = 0.0015

    This is a number that has been floating around - I believe originally form a WSJ article ("sources").

    regards

    jmm
    Nov 24, 2014. 04:55 PM | Likes Like |Link to Comment
  • Apple + IBM Partnership 3: Part Of The Long-Term Strategic Play [View article]
    Problem is - MS cannot bring down the price since the CPU costs them over perhaps over $200!

    (Intel price is $281 in quantity, although I am sure MS gets a better deal)
    Nov 24, 2014. 01:17 PM | Likes Like |Link to Comment
  • Apple + IBM Partnership 3: Part Of The Long-Term Strategic Play [View article]
    BJ

    "I am guessing here, but I also expect that son Wall St will be surprised by a new Apple search engine to make Google obsolete on IOS"

    I wrote several comments a long time ago, soon after the iPhone was announced, that the problem with BB was that they were trying to write a new operating system, and that this is a very difficult task. Apple had the advantage (still does) because they have been doing it longer than almost anybody else.

    This has been born out by both BB and Android. The early versions of Android were really quite bad, but Google had the advantage of very deep pockets and being first anti-Apple mover in the modern smartphone OS.

    BB (and Windows) lost the opportunity to get in not only because their early entries were very poor, but they were also late. (I will NOT get into whether any of these are good now or which is the best.)

    My point here is that I think search engines are also very difficult. Yahoo and DuckDuckGo are examples of this. They have good entries, but to not up to Goggle in quality (IMO). So I am not sure if Apple will get into search or not.

    But then - there are these rumors of Siri + Watson (IBM)....

    Guess we will see in due time.
    Nov 24, 2014. 01:11 PM | Likes Like |Link to Comment
  • You're Looking At The Wrong Numbers [View article]
    "All of those capital allocation decisions can either be smart or reckless but that depends on the return available from each. One category is not necessarily weaker than the others due to its name."

    Very well put!
    Nov 24, 2014. 11:45 AM | 2 Likes Like |Link to Comment
  • Apple + IBM Partnership 3: Part Of The Long-Term Strategic Play [View article]
    Short term (in a year or two) I see about 2% transaction as a very lofty goal. And if purchases go up to $4 T...

    0.02 x 0.0015 x 4 T = $120 Million

    That will pay expenses and then some. But at 1% share that would only be $60 million. With all the billions of transactions, and so many different ways to pay, it is hard for me to imagine more than 1 out of 50 transaction using ApplePay.

    For Apple this pays the costs and then some, but for Apple the real value proposition is the added value to the iPhone/AppleWatch customers that sells more products.
    Nov 24, 2014. 11:41 AM | Likes Like |Link to Comment
  • Apple + IBM Partnership 3: Part Of The Long-Term Strategic Play [View article]
    siberian

    I am pretty sure they are not. In the app store Apple sells the SW, earning a share. Of course one can say that they are investing in the development of each app so perhaps they do. Apparently the software is being developed by joint teams. So who knows.
    Nov 24, 2014. 10:03 AM | Likes Like |Link to Comment
  • Apple + IBM Partnership 3: Part Of The Long-Term Strategic Play [View article]
    Wil

    For my comparison - check out my blog post here:
    http://bit.ly/1m4vdzp

    "microsoft-surface-vs-...

    This gives data specs and lets each person come to his or her own conclusion.

    I respect your right to be a Windows fan. Please respect other people's right to make THEIR own decisions.

    Thank you
    Nov 23, 2014. 08:50 PM | Likes Like |Link to Comment
  • Apple + IBM Partnership 3: Part Of The Long-Term Strategic Play [View article]
    Wil - it is not that simple...

    WHICH SP#?

    With i5? with i7? What about yore i3 - well not so fast.

    The Air 2 is almost as fast as the SP3 with a Core i3 and about $140 cheaper is lighter, and gets twice the battery life (or more)

    You make your tradeoffs no matter what you get. But it is cheating to focus on just one or two features and ignore the ones you do not want to admit.

    Regards!
    Nov 23, 2014. 05:20 PM | Likes Like |Link to Comment
  • Apple + IBM Partnership 3: Part Of The Long-Term Strategic Play [View article]
    Why would anyone want to? If that is what you want then get a desktop or laptop that runs the programs you want.
    Nov 22, 2014. 10:40 PM | 1 Like Like |Link to Comment
  • Apple + IBM Partnership 3: Part Of The Long-Term Strategic Play [View article]
    Pimust

    I respect your opinions on the SP but continue to disagree.

    All those legacy programs are NOT designed for a tablet. All the iPad apps ARE. The iPad is far away the better tablet than a SP3 (IMO). SP3 is a better hybrid - if this is what someone is looking for then perhaps he should get it. (you can get keyboards for the iPads you know.)

    But if you want real portability, then I think the iPad wins. It is lighter, much longer battery life, and much cheaper. Of course, if you hate anything Apple, or really feel you need to run win apps, then you can get a Win8 tablet or SP. We all have our personal needs and preferences. I think talking in absolutes does not get us anywhere.

    Best to you.
    Nov 22, 2014. 11:50 AM | 4 Likes Like |Link to Comment
  • Apple + IBM Partnership 3: Part Of The Long-Term Strategic Play [View article]
    Pimust

    can your $200 Win8.1 tab run any of the 1.3 million apps in the iPad app store? Can the Surface Pro 3?

    ----
    Dell Venue 8 Pro 16GB Windows Tablet (NEWEST VERSION)
    by Dell
    List Price: $223.99
    Price: $199.99 Free Shipping for Prime Members
    In Stock.
    Ships from and sold by Amazon.com.
    Windows 8.1, 8.0 inches Display
    Intel Atom processor Z3735G
    1.0 GB RAM Memory
    Nov 21, 2014. 08:17 PM | 3 Likes Like |Link to Comment
  • Apple + IBM Partnership 3: Part Of The Long-Term Strategic Play [View article]
    Pimust

    Perhaps you can buy a win8 tablet for $200 - but you cannot turn around and say that you have a surface pro 3.

    It is disingenuous to say "SP3 is faster than iPad Air" and then turn around and say you can get a Win8 for $200. Fact is - the SP3 with i5 processor starts at $999 (Amazon) and that is without the keyboard.

    Meanwhile Apple MacBook Air MD711LL/B 11.6-Inch Laptop (NEWEST VERSION) with i5 and also 128 GB sells for $829 - and comes with a keyboard.

    Regards
    Nov 21, 2014. 08:15 PM | 2 Likes Like |Link to Comment
  • Apple + IBM Partnership 2: Implications [View article]
    All The iPhone 6s are all still backordered, so demand is still strong. Should be strong well into or through next quarter.

    My guess is that it will be January - mid to late - before the 6 is in balance and mid-Feb for the 6 Plus. But that is just my wishful-thinking guess :-)
    Nov 21, 2014. 06:03 PM | Likes Like |Link to Comment
  • Apple + IBM Partnership 3: Part Of The Long-Term Strategic Play [View article]
    George & tone

    I agree. Numbers is no match for excel. However, for those who have no need for advanced features, Numbers is quite adequate.

    As a tech writer, author, and SW/DB engineer, I have never been a power user of spreadsheets. For me, numbers is fine to keep track of Apple's product sales history, personal financials, etc.

    I suspect that this goes for the overwhelming number of MS Office users as well.
    Nov 21, 2014. 03:48 PM | 3 Likes Like |Link to Comment
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