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Tales From The Future. I picked my nickname because many advisors and investors claim they can predict the future of the (stock) markets and somehow pick the winners. I don't. I usually do not engage in short-term trading and myopic analysis (quarter by quarter, without looking at the big... More
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  • More Than Beats: The Small AAPL Acquisition Almost No One Talks About..and The Material Few People Talk About (Graphene) 0 comments
    May 14, 2014 9:57 AM | about stocks: AAPL

    Watch this video closely from minute 5:30 to 5:55:

    www.youtube.com/watch?v=0Ye_saLZZnk

    Emphasis on the words "curved" (more on this later), "nine times better brightness and better battery" and "watch".

    It's basically the biggest endorsement for an Apple iWatch dropped in public, at least that's how I understand the hints dropped now that Apple has bought the company in question.

    Let's remember John Doerr set up the first investment funds for iPhone developers back in 2008, so he saw where things were headed early on with Apple's mobie devices:

    The iFund was announced by KPCB partner John Doerr at the same time as the iPhone OS SDK, at Apple's iPhone Roadmap event on March 6, 2008 in Cupertino, California. (...) Apple provides KPCB with market insight and support. On March 31, 2010 KPCB announced the fund has been doubled.

    en.wikipedia.org/wiki/IFund

    This linked YT interview was done in September 2013. As I mentioned, Apple has recently bought the company in question (LuxVue):

    Apple has acquired LuxVue Technology, a stealthy company that had been working on micro-LED, screen technologies, we've heard from sources close to the transaction. The company had raised $43 million in funding from Kleiner Perkins, iD Ventures America and others.

    techcrunch.com/2014/05/02/apple-acquires.../

    This tackles some of the biggest problems for Wearables:

    • Visibility in bright sunlight / outdoors
    • Battery life in general

    I just wanted to mention this again given all the hoopla over the rumored Beats acquisition in recent days.

    Update: As for "curved" screens with electric currency flowing or touch-screen usage: Both Apple and Samsung are locked in a battle over the use of "Graphene" in mobile devices and wearables. This introductory article and video give a good overview:

    Graphene video introduction:

    www.youtube.com/watch?v=WFacA6OwCjA

    Samsung-Apple Smartphone Battleground Is Single Atom Thick: Tech

    Bloomberg article:

    www.bloomberg.com/news/2014-05-15/samsun...

    Before you get too excited, note that mass-manufacturing this material is probably still a few years off, although investments by the likes of Samsung or Apple could speed up the process.

    Disclosure: I am long AAPL.

    Themes: wearables, smartwatches Stocks: AAPL
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