Seeking Alpha

Paulo Santos  

View Paulo Santos' Comments BY TICKER:
  • Apple: Android Photography Is About To Take A Huge Quality Jump [View article]
    The HDs are intrinsically prone to failure, though Hitachi seems a bit better in that regard. Is Apple using Hitachi drives?

    This isn't just about different quality between suppliers, though. There are technologies where the failure rates are somewhat unavoidable, and HDs is one of them.
    Mar 27, 2015. 10:29 AM | Likes Like |Link to Comment
  • Apple: Android Photography Is About To Take A Huge Quality Jump [View article]
    Doesn't that iMac run on integrated Intel graphics?

    I think you're overstating its capabilities.
    Mar 27, 2015. 09:55 AM | 1 Like Like |Link to Comment
  • Apple: Android Photography Is About To Take A Huge Quality Jump [View article]
    Maybe the fans are better, but the HDs will be the same and they are, indeed, prone to failure on any PC.
    Mar 26, 2015. 09:02 PM | Likes Like |Link to Comment
  • Apple: Android Photography Is About To Take A Huge Quality Jump [View article]
    Zipper, that's a mighty lot of trouble you have with hardware from everybody except for AAPL, I'll give you that.
    Mar 26, 2015. 04:03 PM | Likes Like |Link to Comment
  • Apple: Android Photography Is About To Take A Huge Quality Jump [View article]
    I said it might happen, not that it's already here. And the recently-higher resale values for Android devices might already be an expression of it.

    I believe Google Play will see increased usage with or without Samsung. You should use a recent Android device, they're not pieces of garbage, you know?
    Mar 26, 2015. 12:10 PM | Likes Like |Link to Comment
  • Apple: Android Photography Is About To Take A Huge Quality Jump [View article]
    Well, one can't say it's impossible (AAPL designs its own SoC using ARM IP). But it's certainly very unlikely, given that AAPL is likely to continue to use third-party sensors/camera modules.
    Mar 26, 2015. 09:25 AM | Likes Like |Link to Comment
  • Apple: Android Photography Is About To Take A Huge Quality Jump [View article]
    The article was on what the development means for Apple, but I am not even sure if it was me adding the "Apple" in front. I don't always add the stock in front of the rest of the title and it sometimes gets added by the editors.
    Mar 25, 2015. 06:28 PM | Likes Like |Link to Comment
  • Apple: Android Photography Is About To Take A Huge Quality Jump [View article]
    It's massively. I mean, MASSIVELY, larger. But then again, iOS 8 is not up to snuff on that regard, when compared to previous instances.

    And as I said, that's one advantage that is likely to persist for longer.
    Mar 25, 2015. 06:27 PM | Likes Like |Link to Comment
  • Apple: Android Photography Is About To Take A Huge Quality Jump [View article]
    Apple patents a lot of stuff that it never uses. Plus it will most probably continue to use a third-party camera module.
    Mar 24, 2015. 09:24 PM | Likes Like |Link to Comment
  • Apple: Android Photography Is About To Take A Huge Quality Jump [View article]
    Yes, but there too iOS's advantage might be narrowing, in the sense that iOS 8 is already underperforming previous versions.

    Although there the advantage will likely persist for longer.
    Mar 24, 2015. 05:22 PM | Likes Like |Link to Comment
  • The Insane Apple Advantage Revisited [View article]
    It causes it to lose the resale advantage, yes ...
    Mar 24, 2015. 12:59 AM | Likes Like |Link to Comment
  • The Insane Apple Advantage Revisited [View article]
    And one can find unlocked 5Ss significantly cheaper as well. For instance, I just saw a new 32GB version, unlocked, for $370 on eBay ...
    Mar 23, 2015. 02:45 PM | Likes Like |Link to Comment
  • Apple: Android Photography Is About To Take A Huge Quality Jump [View article]
    That doesn't make any sense. We're not talking about tagging the article "AAPL" or not.

    We're talking about it being tagged a "Long idea" or a "Short idea" or neither.

    And it's a fact that 30 of them are tagged "long" and just 4 are tagged "short".
    Mar 23, 2015. 10:14 AM | Likes Like |Link to Comment
  • Apple: Android Photography Is About To Take A Huge Quality Jump [View article]
    Even if you think Apple has never TRIED to lead on specs, the fact is that it LED on specs until at least the iPhone 4. And it did so by using cutting-edge components.

    And that has changed. And Apple no longer necessarily uses cutting-edge components.

    -------

    And no, the competition has NOT been using "generic" higher MP cameras. I explained what happened in this article. Both AAPL and other are using Sony camera modules, and many of those mid-tier Android devices are coming with a camera module that in most regards is superior to Apple's. But then the advantage gets destroyed due to software.

    That was the gist of this article ...
    Mar 23, 2015. 10:10 AM | 1 Like Like |Link to Comment
  • Apple: Android Photography Is About To Take A Huge Quality Jump [View article]
    I am NOT saying that Apple sold on specs.

    What I AM saying is that for a while Apple did try to lead on specs.

    And things are different now. And no, Apple is not delivering the best device it could deliver right now. It could easily fill it with more RAM, more storage, etc, and it chooses not to, because such allows for higher margins. But it's not devoid of risk.
    Mar 22, 2015. 09:52 PM | Likes Like |Link to Comment
More on AAPL by Paulo Santos
COMMENTS STATS
24,339 Comments
36,217 Likes