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Tom B

Tom B
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  • Apple May Have Jumped The Shark And Reached Its Zenith [View article]
    Look at the competition:
    1) after decades of trying, MSFT has NEVER produced a competent, well-polished computer OS. This favors Apple in the long term, as I LINUX is too geeky and too fragmented.
    2) Apple has competition in phones. But, that market is still growing rapidly; the competitors have serious patent problems; the Android market is fragmented; the MSFT phone market is nonexistant; and AAPL is the only company that really turns a profit from its hardware. The competition probably will "get its act together"-- but not in the next couple of years.
    3) Apple is strong in software (Final Cut, Filemaker, iWork) and content (iTunes). Sure, AMZN wants a bigger cut of content, but iTunes is pretty darned convenient to use!
    Jan 6, 2012. 08:44 AM | 1 Like Like |Link to Comment
  • Microsoft's Windows Server Revenues Face Greater Danger [View article]
    MSFT OS's can't come close to UNIX OS's with regards to uptime, multitasking of security. WIndows is stable enough on the desktop for moderately demanding tasks if you have well-behaved apps and lots of memory, but that's as far as I'd go.
    Jan 5, 2012. 03:26 PM | Likes Like |Link to Comment
  • Will Amazon, Apple And Netflix Eventually Destroy All Brick And Mortars? [View article]
    AMZN does not pay sales tax in most states and, with free shipping, delivers books and other goods cheaper than driving to the local Barnes and Noble. I expect states will not allow the tax situation to persist much longer.

    WRT movies; they are a non-starter in my area. Until I can get way been than 3 kbit/sec, it's easier to deal with physical DVD's.

    Books through Apple's iTunes are very convenient, and an iPhone or iPad offers a much better reading experience than a muddy-looking Kindle, but for music, MP3's are a really poor substitute for a real CD, quality and convenience -wise.

    I also worry about book stores being lost as community gathering places-- are we all going to live in our own little cocoons? And, how do you share a good book amongst family members? Downloaded books are tied to the physical device, to varying degrees, depending on the device.

    In summary, I think will end up hitting an equilibrium point between physical and "virtual" media, with virtual making up the majority, but not the entirety, and I think on-line distributors will be slowed by an increased level of taxation, going forward.
    Jan 5, 2012. 03:19 PM | 2 Likes Like |Link to Comment
  • Microsoft's Windows Server Revenues Face Greater Danger [View article]
    Well, yea, people buy MSFT products regardless of my opinion. But, I wouldn't bet on the company long-term.
    Jan 5, 2012. 09:56 AM | Likes Like |Link to Comment
  • Microsoft's Windows Server Revenues Face Greater Danger [View article]
    People only use MSFT servers when they want to run Exchange, or when they want some lowly MCSE to run their data center. MSFT doesn't offer a UNIX-based server OS, so their server products simply aren't very good.
    Jan 5, 2012. 08:29 AM | 1 Like Like |Link to Comment
  • Apple Vs. Google Stock, Round 2 [View article]
    Agreed. I have about 40 fold as much $ in AAPL as GOOG and don't see and "sell" indicators on the AAPL yet.

    If Schmidt hadn't committed the grotesque blunder of getting into smartphone OS's, I might be accumulating GOOG instead of selling it off at relative peaks.
    Jan 4, 2012. 02:30 PM | 2 Likes Like |Link to Comment
  • Pall Hangs Over Coal-Fired Power Plants [View article]
    Coal is dirty; there's no good reason it should be supplying half our electricity. Sure, it's cheap, but if you look at wind or solar, once you re-coup the building/installation costs, you're done-- pure profit. Coal still exists PRIMARILY because the coal states have sufficient money-grubbing lobbyists in DC to keep it alive.
    Jan 4, 2012. 08:14 AM | Likes Like |Link to Comment
  • Amazon Is The Old Microsoft [View article]
    Thanks for the excellent article. It amazes me to see people support AMZN's "nosebleed" P/E with their investment dollars.

    I also believe the Kindle franchise will be AMZN's undoing; it is a sorry piece of hardware.
    Jan 3, 2012. 12:45 PM | Likes Like |Link to Comment
  • The Android Freight Train Kept A-Rollin' [View article]
    "Google doesn't have to make money on Android. " Yes, they do. Call me a disgruntled stockholder who wishes GOOG had had more sense than to enter this market segment.
    Jan 3, 2012. 12:31 PM | Likes Like |Link to Comment
  • The Android Freight Train Kept A-Rollin' [View article]
    A "freight train" full of "coal for your stocking". Most Android phones move because they are free, or "buy one/get one". It may also be the case that prepaid is a big factor in the undeveloped world, as you say. If so, Apple could come back with different price/contract plans to address the latter. I think there's no reason to panic. Smartphones will be with us a LONG time, and Android's weaker system will decline. It doesn't have the polish and has a poorer app development environment than the iPhone. Android is a MUCH easier target for malware, due to fragmentation and lack of curation and QC on apps. And, to top it all off, a few dollars of every Android purchase goes to MSFT because of MSFT's patent trolling. This, and future lawsuits, will be a big drag on Andoid's only selling point-- low price.
    Jan 2, 2012. 08:37 AM | 5 Likes Like |Link to Comment
  • The Day That Solar Went Dark [View article]
    Ironically, the cretins in the GOP are all about running dirty shale oil pipelines everywhere but refuse to finance CLEAN, RENEWABLE power.
    Dec 15, 2011. 07:19 PM | Likes Like |Link to Comment
  • Why Microsoft Might Buy Nokia [View article]
    MSFT might as well do it; they have more money than brains. For now....
    Dec 15, 2011. 07:17 PM | 2 Likes Like |Link to Comment
  • Apple's Tablet Zero [View article]
    As an inventor, let me tell you that they all look "obvious"--after the fact.
    Dec 11, 2011. 06:54 PM | 4 Likes Like |Link to Comment
  • Is Microsoft About To Wake Up From The Dead? [View article]
    When the IT dictators who grew up on DOS finish retiring, that'll be pretty much it for Windows. That OS survives solely because of the inertia, compulsion, and technophobia of Enterprise environments, where they just want the cheapest possible junk that will boot.

    The Xbox division has had some profitable quarters, but Brewer is right; it's a niche product.

    Internet Explorer is an example of foreshadowing; MSFT let it go without MEANINGFUL improvement for years, and now it is being displaced by Firefox and (to some extent) Chrome. Well, Windows has not had a meaningful update since they merged NT and Win95, and that was just a "lipstick on a pig" measure.
    Dec 9, 2011. 07:06 PM | 1 Like Like |Link to Comment
  • Can Amazon Overtake Apple As 'America's Company?' [View article]
    AMZN is about 4 fold overpriced. A person would have to be functionally insane to buy the stock. End of story.

    ohh-- and they also don't have a "moat".
    Dec 7, 2011. 01:43 PM | 3 Likes Like |Link to Comment