I would disagree sometimes, not because your thesis is irrational rather because when it comes to apple Wall Street is not rational. The cynical part of me, although I'm long AAPL, believes that the overwhelming installed base of Windows presents an ever-present downward pressure on the AAPL stock. Not the often pathetic Mac vs. PC debate, but a real psychological damper built into Wall Street such that the true value of AAPL will never be realized. The Mac market share myth will always haunt AAPL, or the closed eco-system, or some other meme which in essence seeks to demoralize those who would "look at the fundamentals" and stalls every rally.
We can jest that the fit and starts are market manipulation, but that's an incomplete theory given the irrational share prices of AMZN, and PCLN for comparisons sake. Or, even "it's only worth what others will pay for it" is again just the external reality, something else is the internal motivator.
But I hold on thinking that $600B will destroy at least a few memes, ... you'd think!
It's like the discussion on TSLA, the fact that Tesla has sold out it's entire 2012 run is meaningless for those that can see no other world than an internal combustion engine world.
Tesla Motors: A Stock Worth Betting On [View article]
@ Nicu, i read one of your articles the one re Christensen's disruptive force. Good article interesting misdirection on some comments. I posted a rant. Ha
Nokia Lumia Is No Apple iPhone Killer [View article]
right on income yield, and another reason ecosystem!
right now I don't have to do any 3rd party apps to sync my cal, contacts, mail, photos nor music between my laptop, tablet and phone. why on earth would I buy a new smartphone that is marginally better (I'll give that to Windows 8) if it won't make my business life more efficient? back in the days of my previous Nokia and Palm smart phone's I needed cumbersome workarounds and 3rd party software to accomplish the aforementioned.
So "specs" new UI alone are not enough to get Millions of users to move, especially late business adopters. Case in point in my last business we had the case of the disappearing emails using the iPhone in a Microsoft Exchange environment, now with the iCloud - given a proper setup - sync perfection.
So a shiny new WP is not enough in a modern business environment.
Microsoft's (MSFT) consumer preview of Windows 8 is receiving positive ink. Kevin C. Tofel thinks the combination of the Metro UI, a smart keyboard, gesture and connectivity features, low power consumption, and SkyDrive could make it a "contender" in the tablet market. David Pogue calls the OS a "beautful, logical, and simple" rethinking of Windows, and one that's a "natural fit" for touchscreens. [View news story]
well time will tell if it is superior, but for sure from the videos and my one "feel touch session" it is definitely more Apple-like. That's not a bash at all: tiles are similar to dock, text, icons badges all familiar. Different but familiar enough to make sense. Kudoes to MS.
Is kinect cloud based sync services? Cal, mail, contacts, streaming content depository, etc.?
Nokia Lumia Is No Apple iPhone Killer [View article]
@ ajshama, you wrote "Just for your information, there are much better phones in the market now but too bad you can't switch easily. How does that sound?"
that's sounds wrong?!
@ luke, right on! there may be steps required but "lost" is relative. not to mention you can still back up to disk, the problem is that one loses the playlists for any conventional manual backups, therein lies the beauty of iTunes (Mac or PC).
Now if one has a Windows phone using a desktop as an intermediary, I'm quite sure iTunes PC => Windows Phone works fine.
Nokia Lumia Is No Apple iPhone Killer [View article]
Ha, not sure how long the update for Foursquare has been out, but how ironic, of the two bugs fixed one is a speed boost! While I'm waiting for that to load ... youtube has several side by side app tests and the speed difference is minimal, sometimes in favor of the iPhone, sometimes Lumia. Smoothness the two I looked at gave the edge to iPhone.
The tile UI of WP is different. Frankly, I'm rather glad that Windows is back in the game, recall it was the dominance of Windows in the first place that pushed Apple to innovate. Game on! I'm still looking for a compelling reason to go Long MSFT, already Long AAPL.
OK, ... well seemed pretty snappy to me. Now finding my friends took a few blinks, I have like an address book of like 2,000. Wish it asked to find from a "group". Search/location feature was no slower than the iOS map.
So again any differences, if this app is representative, are slight. This Apple user is happy Lumia has a chance to up the game. ... Darn doesn't appear to be an iPad Foursquare ...
Tesla's Elon Musk Is A Part-Time CEO [View article]
Well living in the Silicon Valley, knowing a few venture capitalists, hanging with dot this and dot that, I'm just not that concerned as an investor. My normal day includes conversations with executives from ... I recently did a team-building presentation with ...
As one poster puts it, these startup CEO's are a little freaky eccentric to start with, 12-16 hour days is a normal lifestyle. Some need to juggle this and that just to stay creative. As an investor living it in the culture I'm just not surprised or see an issue with Musk's exploits.
I seem to recall the same discussion a decade ago with the playboy at Oracle! Non-issue.
Tesla's Elon Musk Is A Part-Time CEO [View article]
thanks pvenkate, I had already read that article in print. well, no news is good news sometimes. BTW, most people who don't understand the DOT loans, don't realize that the Solyndra plant is just a mile away, the other side of an off ramp to be exact. How ironic and telling, to business models, each used DOT loans, one flourishes and the other is closed and they are side by side. Stark contrast driving down the US880.
It would be even more ironic is Solar City moved in!
Tesla's Elon Musk Is A Part-Time CEO [View article]
totally like Nicu pointed out, 100 hours is probably pretty accurate, and don't forget the truly gifted genius level folks do more in 20 hours than some do in 50!
I'm very sure the average investor cannot relate, thinking such behavior is indicative of a disease process needing Prozac, but such is the nature of genius.
We are fortunate to have a glimpse of such greatness from time to time, I think Jobs was one. Now on the other side they tend to not exactly by the sharpest tacks in the box when it comes to social skills, but why would shareholders care? Execution, execution, execution!
Tesla's Elon Musk Is A Part-Time CEO [View article]
hey pvenkate, i was looking for current NUMMI news found nothing spectacular, did I miss something? have you seen any recent pics of the plant? curious where exactly they are going to stage the cars, inside? Toyota used to stage outside with the white sticky plastic, of course Toyota made many thousands at a time.
On The 'Decline' Of Apple [View article]
We can jest that the fit and starts are market manipulation, but that's an incomplete theory given the irrational share prices of AMZN, and PCLN for comparisons sake. Or, even "it's only worth what others will pay for it" is again just the external reality, something else is the internal motivator.
But I hold on thinking that $600B will destroy at least a few memes, ... you'd think!
It's like the discussion on TSLA, the fact that Tesla has sold out it's entire 2012 run is meaningless for those that can see no other world than an internal combustion engine world.
Tesla Motors: A Stock Worth Betting On [View article]
Nokia Lumia Is No Apple iPhone Killer [View article]
right now I don't have to do any 3rd party apps to sync my cal, contacts, mail, photos nor music between my laptop, tablet and phone. why on earth would I buy a new smartphone that is marginally better (I'll give that to Windows 8) if it won't make my business life more efficient? back in the days of my previous Nokia and Palm smart phone's I needed cumbersome workarounds and 3rd party software to accomplish the aforementioned.
So "specs" new UI alone are not enough to get Millions of users to move, especially late business adopters. Case in point in my last business we had the case of the disappearing emails using the iPhone in a Microsoft Exchange environment, now with the iCloud - given a proper setup - sync perfection.
So a shiny new WP is not enough in a modern business environment.
Memo To Tim Cook: Do Not Split Apple Stock [View article]
Microsoft's (MSFT) consumer preview of Windows 8 is receiving positive ink. Kevin C. Tofel thinks the combination of the Metro UI, a smart keyboard, gesture and connectivity features, low power consumption, and SkyDrive could make it a "contender" in the tablet market. David Pogue calls the OS a "beautful, logical, and simple" rethinking of Windows, and one that's a "natural fit" for touchscreens. [View news story]
Is kinect cloud based sync services? Cal, mail, contacts, streaming content depository, etc.?
Nokia Lumia Is No Apple iPhone Killer [View article]
that's sounds wrong?!
@ luke, right on! there may be steps required but "lost" is relative. not to mention you can still back up to disk, the problem is that one loses the playlists for any conventional manual backups, therein lies the beauty of iTunes (Mac or PC).
Now if one has a Windows phone using a desktop as an intermediary, I'm quite sure iTunes PC => Windows Phone works fine.
Nokia Lumia Is No Apple iPhone Killer [View article]
Nokia Lumia Is No Apple iPhone Killer [View article]
The tile UI of WP is different. Frankly, I'm rather glad that Windows is back in the game, recall it was the dominance of Windows in the first place that pushed Apple to innovate. Game on! I'm still looking for a compelling reason to go Long MSFT, already Long AAPL.
OK, ... well seemed pretty snappy to me. Now finding my friends took a few blinks, I have like an address book of like 2,000. Wish it asked to find from a "group". Search/location feature was no slower than the iOS map.
So again any differences, if this app is representative, are slight. This Apple user is happy Lumia has a chance to up the game. ... Darn doesn't appear to be an iPad Foursquare ...
Tesla's Elon Musk Is A Part-Time CEO [View article]
Tesla's Elon Musk Is A Part-Time CEO [View article]
As one poster puts it, these startup CEO's are a little freaky eccentric to start with, 12-16 hour days is a normal lifestyle. Some need to juggle this and that just to stay creative. As an investor living it in the culture I'm just not surprised or see an issue with Musk's exploits.
I seem to recall the same discussion a decade ago with the playboy at Oracle! Non-issue.
Tesla's Elon Musk Is A Part-Time CEO [View article]
It would be even more ironic is Solar City moved in!
Nokia Lumia Is No Apple iPhone Killer [View article]
Tesla's Elon Musk Is A Part-Time CEO [View article]
I'm very sure the average investor cannot relate, thinking such behavior is indicative of a disease process needing Prozac, but such is the nature of genius.
We are fortunate to have a glimpse of such greatness from time to time, I think Jobs was one. Now on the other side they tend to not exactly by the sharpest tacks in the box when it comes to social skills, but why would shareholders care? Execution, execution, execution!
Tesla's Elon Musk Is A Part-Time CEO [View article]
On The 'Decline' Of Apple [View article]