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Tom B

Tom B
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  • Is Apple the 'Short of the Century'? [View article]
    Those companies were operating a shell game. Apple sells real products.
    Feb 20 09:59 AM | 28 Likes Like |Link to Comment
  • Recent Stats Indicate U.S. Economic Recovery Was an Illusion [View article]
    I don't think instilling hope is a bad thing, but I don't personally see any signs of improvement.
    Feb 26 09:24 AM | 26 Likes Like |Link to Comment
  • October 2010: I've Got a Bad Feeling About This [View article]
    "I've had a bad feeling every since Obama took office."

    Canada would be building electric fences to hold off escaping Americans had Grumpy and Dopey been elected.
    Oct 9 04:57 PM | 21 Likes Like |Link to Comment
  • Israel's Huge Oil and Gas Discovery [View article]
    The neighbors aren't motivated by peace.
    Sep 2 12:34 PM | 19 Likes Like |Link to Comment
  • Apple: Optimistic Analysis Illustrates What's Wrong With Typical Investment Approach [View article]
    Inductive reasoning is inherently suspect. "There's never been a volcano bigger than Krakatoa" (or whatever) doesn't mean there won't be one in the future.

    I am inherently risk averse, but I am fond of facts. Fact: Apple has a computer market share of about 10% in spite of my observation that the market share leader, MS Windows, is the "Emperor with no clothes"; a dreadful imitation that hasn't substantively evolved in over a decade. Fact: There are over 80 Droid handsets hoping to compete with the iPhone and none of them even approach the level of integration, performance, or security you see on the iPhone-- and the iPhone MAY be adding carriers this year. Fact: the iPad is a wild card. Low on the growth curve, priced to sell, arriving in time to establish whether people really DO want E-books, finally (as well as handheld games, movies, and music in a bigger-than-an-iPod form factor).
    Jan 3 05:05 PM | 18 Likes Like |Link to Comment
  • Adobe Grow Up: Apple Should Not Eliminate Switching Costs to Its Rivals [View article]
    "It gets worse for Adobe from here. Screw Flash and get back to your core before it's too late. "

    Exactly right. Companies decline in tech when they get grandoise notions (e.g. Flash uber alles) without tending to the basics (updating your software properly).

    Look at:
    Netscape v. MSFT: MSFT did in Netscpe by giving away IE, but Netscape lost a lot of support by hatching big plans about taking over "the desktop"; replacing Office-- all while Netscape was buggy and crash-y. For a brief time, IE, amazingly, was better than Netscape.

    Palm: They did an Android strategy, licensing out the OS and eroding profits. They did this when the OS was quite buggy. Sync stopped working reliably after the first, early Palm units. Sync is a basic function and they couldn't "get around" to fixing it.

    Google: Google has jumped into a phone strategy that can't succeed, isn't profitable for them, and alienates people who should be their allies.

    MSFT: a very successful company, profit-wise, and still formidable. But they throw lots of mud at the wall and very little "sticks". Xbox = fail. WinMo (and future variants) = fail. Zune = fail. ActiveX = fail.
    Cloud *will* = fail. Stores (probably) = fail (at least, that was Compaq and Dell's expereince. It's not like you can't get Windows boxes everywhere, already, and all Windows people care about is saving $10 on their next no-profit Net Book).

    Apple executes. The products sell because they WORK WELL. And big, strategic projects are well-thought out.
    Apr 11 09:53 AM | 17 Likes Like |Link to Comment
  • Adobe Grow Up: Apple Should Not Eliminate Switching Costs to Its Rivals [View article]
    Excellent piece.

    Adobe had many opportunities to fix Flash and many opportunities to fix their attitude. They failed. Apple should just send them into chapter 11 by putting out a "photoshop killer". Apple has already bit them around the edges, with Final Cut Pro, Preview, and Aperture.
    Apr 11 08:55 AM | 17 Likes Like |Link to Comment
  • Adobe Grow Up: Apple Should Not Eliminate Switching Costs to Its Rivals [View article]
    Flash on Android will further show how lame that platform is, by eroding the battery life enormously.
    Apr 11 08:52 AM | 17 Likes Like |Link to Comment
  • Apple Trading Even With the S&P 500 [View article]
    People: the author is not "bashing" AAPL. He is pointing out that, for whatever reason-- investor stupidity; hedge-fund stock manipulation; lack of understanding of the role of computers in modern society-- AAPL's P/E is at an irrationally low ratio.
    Oct 31 09:28 AM | 16 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Wisconsin is a shining example of what NOT to do. The problem with tax revenues is not that they are being squandered; it is that they are insufficient measured against non-discretionary needs. Our leaders lack the political courage to ask the rich to start carrying their own weight.

    I am decidedly NOT rich, but I am in 6 figures. I am theoretically in the 30-something percent bracket. After deductions I pay way shy of 10%. I am not unilaterally volunteering to pay more taxes, but let us be realistic: Gov't revenues fall below what is required to operate a modern, industrialized democracy. Not only are we having difficulty meeting our NEEDS (SS, medicare, infrastructure), we are unable to stimulate future growth (green energy to end oil dependence; basic research; public transit/rail). You go to Europe and everywhere you turn, you see wind turbines and roofs covered with solar collectors. Here, you get shysters and charlatans promoting dirty, dangerous, and carbon-intensive "solutions": coal, "fracking", deep water oil drilling. It is a DISGRACE. The US should LEAD. Instead we are lead around on a leash yanked by special interest lobby groups.
    Jun 16 08:15 AM | 15 Likes Like |Link to Comment
  • Why Apple Will Accelerate [View article]
    The fact is, people who use Apple products LOVE their convenience and reliability. Most people still use Windows PC's-- or Blackberry's, or "dumb phones".

    Apple is QUITE low on the growth curve. I have yet to hear a strong argument to the contrary. The biggest danger, by far, would be if something happened to Steve Jobs, but, even then, I think he's thought a lot more about succession than when he picked "Pepsi guy" Sculley, in the 1980's.
    May 19 11:59 AM | 15 Likes Like |Link to Comment
  • iPad's Lack of Flash Is Not Due to Any 'Shortcomings' With Flash; Blame Apple [View article]
    I understand your pain, but you sound a bit like a floppy drive manufacturer might have 10 years ago, when those devices went obsolete. Technology marches on, and if Adobe had been diligent and tried to put out really solid, efficient product, Flash wouldn't be so despised by web users today.

    I STRONGLY encourage readers here to check out Dan's link above (from the phrase: even though we've seen data from tests to show that these shortcomings do not exist.). Because the data do NOT support the conclusion Dan or tester Jan Ozer claim. What the data says, if you look at it, seems to be that Chrome handles HTML 5 inefficiently. The "Safari/HTML" column CLEARLY demonstrates the best performance, of all the columns.
    I am not prepared to discuss whether Ozer's data were obtained in the most scientific manner, since I am not a computer scientist, but the data table is really NOT a vindication of Flash. Moreover, since Flash seems to leak memory and get worse over time, the tests, perhaps, do not accurately simulate real world experiences.
    Apr 3 03:11 PM | 15 Likes Like |Link to Comment
  • George Soros: The Guru Outlook [View article]
    Until people are working again, there will be no "real" recovery. Gov't stimulus can't last forever.
    Oct 29 08:13 AM | 15 Likes Like |Link to Comment
  • The Fed: Between a Rock and a Hard Place [View article]
    Nothing mysterious. The Fed is doing what it is in his power to do. The GOP is doing EVERYTHING in their power to derail the economy, so they can have a ghost of a chance with their knuckle-dragging pres candidates in 2012. Screw the national interest; they are the party of the rich ONLY. In a sensible world, instead of the Fed printing money, there would have been more stimulus to jump start us out of the Bush recession. But, BO has had to contend with a complete lack of cooperation from the legislature. In a healthy economy, it is good to rein in Gov't spending. In a stubborn, seemingly endless recession like we have now, it is not.
    Mar 23 08:39 AM | 14 Likes Like |Link to Comment
  • Is Apple the 'Short of the Century'? [View article]
    Please explain why Safari is inferior to Chrome. Safari is faster. Chrome is based on webkit-- the same Apple code Apple offered to the open source community.

    Surely, you have heard of Final Cut Pro-- the leading nonlinear video editing solution?

    I use Aperture. Arguably better than the only other photo workflow solution (Adobe Lightroom). I think Aperture is superb.

    And OS X is deacdes ahead of Windows.Windows hasn't even gone UNIX yet.
    Feb 20 10:05 AM | 13 Likes Like |Link to Comment
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