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Rufus D

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  • Globalizing SPY: How to Diversify Without Adding Emerging Market Risk [View article]
    Nice tool, thanks for pointing to it.
    Jan 22 10:08 PM | Likes Like |Link to Comment
  • Apple's Server Farm Hints at Cloud-Based Ambitions [View article]
    Great article, makes a lot of sense. Who builds these data centers for Apple and others? We have more going up in North Carolina for google and dell too.
    Dec 28 09:35 AM | Likes Like |Link to Comment
  • Seeking Alpha Stock Market Email Alerts FAQ [View article]
    My stock alerts and author alerts are not for the stocks in my portfolio. This has been happening for a few days. I tried resaving my portfolio, but this did not help. Please correct this. Thanks.
    Sep 20 02:27 PM | 1 Like Like |Link to Comment
  • What Apple Should Learn From Intel [View article]
    Something similar happened with the Intel 286 back in the early 80s. IBM had already shipped several million PCs with the 286, and other PC makers all over the world were busy copying their PC design. I was an Intel FAE at the time in Silicon Valley, and one of my contacts was a very sharp independent designer who was working on a 286 based motherboard design for a large Japanese company. One day he calls me and says their is a bug in the 286. I said that can't be, everybody has already tested the heck out of it and IBM has shipped millions of these. He insisted that I come and take a look. I did, and sure enough, he had found a fatal flaw that caused the 286 to lock up during the boot up and initialization process. IBM had not seen it because their BIOS code was written in such a way that it did not expose the problem. But anybody using a different BIOS or motherboard design could have experienced it. I immediately called one of our CPU engineers in the factory and walked him through the process to duplicate the problem. After a few minutes, I heard him say "Uh oh." I turned to my designer friend and said "Let's go outside. Do you hear that?" I said. "Hear what?" he said. I said "That's the sound of the entire PC business worldwide shutting down." So how did Intel handle that one? That is a long and interesting story which I will save for next time. But let me just say, Apple's iphone problem is insignificant compared to something like that.
    Jul 16 12:01 PM | Likes Like |Link to Comment