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The Chaplin

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  • Apple: Why The Recent Drop Is Unjustified [View article]
    MSFT has been under 40 for the past decade, while at the same time AAPL has become the worlds largest (well second now) publicly held company in the world.

    You really believe that the Windows tablet and Windows 8 will put MSFT over 400 dollars a share?
    Jul 1, 2013. 08:21 PM | Likes Like |Link to Comment
  • Apple: It's Panic Time [View article]
    Your lack of tact aside: Sorry to waste your valuable time forcing you to read something, and then forcing you to respond to it.
    Jul 1, 2013. 02:15 PM | Likes Like |Link to Comment
  • Apple: It's Panic Time [View article]
    Bill, (and anyone else for that matter)

    I'm a tech guy, not a numbers guy, but you look like you are numbers guy.
    Here is something I just can't understand about Apples stock price. I just don't get these numbers, save for the fact that all the good/bad news is all ready built into the price. Why is Apple stock being treated worse then a company like JCP?

    I did a quick comparison to JCP and Apple, here are the results.

    JCP +14.9%/3 months -27.1%/1 year -13.7%/YTD
    Apple -4.4%/3 months -29.8%/1 year -23%/YTD

    I mean looking at these you would swear Apple stores are closing everywhere, massive layoffs, no cash, no credit, and in 6 months and Apple will be bankrupt.

    I know it may make me look ignorant, but I just don't get what's going on with this stock.
    Jul 1, 2013. 01:18 PM | 4 Likes Like |Link to Comment
  • Apple: It's Panic Time [View article]
    I wonder what those analysts where saying back in 2003? If you want to call it dead now, it must have been buried back then.

    Apple is one of the healthiest companies you could invest in. Show me a list where its not in the top ten. It hasn't even been a year since it became the largest public company in the world, and now its what second?? OMG, call it dead and move it from 1 or 2 to the bottom.

    If you look at the price drop since January, you'd swear revenues, sales and earning and such have dropped over 30%.
    Jul 1, 2013. 12:20 PM | 1 Like Like |Link to Comment
  • Apple: It's Panic Time [View article]
    Apple doesn't compete very well in most large business for one main reason. Microsoft Active directory (AD).

    Active directory is the key to large enterprises and there is no competition. Despite that, Apple computers are showing up more and more with large corporations like Cisco systems. But it will never take over because Active directory.

    Active directory is about the only database that contains every single employees data. When you go to to work and authenticate to use any application, where do you think that data is kept? My bet is Active Directory. When authenticate to use your email...Active Directory.
    When your servers, routers and switches need to authenticate you, again Active Directory. Actually I challenge you to name me an application, server, or database that doesn't support or use Active Directory. Go ahead walk down to the IT department and ask them if they you AD...

    It has very little to do with price.
    Jul 1, 2013. 12:04 PM | 1 Like Like |Link to Comment
  • "It is time to break up Google (GOOG)," writes Richard Sennett of the London School of Economics. "The problem is simple: the company is just too powerful, as are Apple (AAPL) and many other big tech groups." Sennett harks back to when the Supreme Court broke up Standard Oil in 1911, when "an overmighty business was shattered into 33 shards." He also cites the progressives of a century ago, such as Herbery Croly, who believed that successful start-ups would extinguish competition and become monopolies. Breaking them up "would set talent free." [View news story]
    Google is not a monopoly, any by definition I don't think it can be.
    One definition of monopoly is
    "The exclusive possession or control of the supply or trade in a commodity or service.".

    With AT&T and other carriers, they needed to be broken up because the consumer had few if any alternatives. The 'land line' or what we network engineers call the 'last mile' is very hard to change, and the choices for it are few, if any. Say AT&T owns this link or last mile, and you want another carrier. You need some company to lay a new physical link, which means digging a trench to bury the line to your house, a new HO "home Office" and a carrier that offers service in that area. Unless you live in a large city, this simply is not very likely. 
    Years ago AT&T was the dominate carrier, and most of the time, the only choice you had. Thus it needed to be broken up. It's Ironic now how many of the carriers have merged or bought each other out, and now we are back down to just a few. We broke up the major carriers, and now decades later, they are all becoming one again.

    Again, the definition of monopoly is
    "The exclusive possession or control of the supply or trade in a commodity or service.".

    Google does not have this. There are many choices (see my previous post above), and sure some are better then others, but using the alternatives is as easy has typing or configuring your browsers. Search engines have come and gone, and will continue to come and go. Ask yourself, what did you use before Google? Yahoo? Lycos? Gopher? Google did not invent the search engine, they perfected it.

    Internet users, shoppers, etc are a fickle bunch, and customer loyalty is virtually non existent on the Internet. If your shopping for an item, and see it on a different site on sale significantly cheaper, or free shipping, etc... I bet you will use the new site. Its not like going to your favorite brick and motor store, where you may know the owner, employees, or the location is convenient or close to your house. On the Internet we just type a new URL, and none of the above matter.

    -On a side note, whomever owns that last mile and eventually gets fiber to your home, will deliver almost all services to you such as TV, Internet, and Voice. If one company starts to own all the last miles, they will be the monopoly to fear, or to invest in!
    I'm long on Corning $GLW for this very reason. Until I put a fiber optic network in that doesn't use Corning, or see their fiber cables in data center after data center, I'm going with it. As you read this, your probably using a Corning product right now.
    Copper can only go so far in terms of length, and has limits on the amount of data you can put over it. The same applies to all wireless networks. Fiber is virtually unlimited in terms of data, and length.
    Jul 1, 2013. 09:34 AM | Likes Like |Link to Comment
  • "It is time to break up Google (GOOG)," writes Richard Sennett of the London School of Economics. "The problem is simple: the company is just too powerful, as are Apple (AAPL) and many other big tech groups." Sennett harks back to when the Supreme Court broke up Standard Oil in 1911, when "an overmighty business was shattered into 33 shards." He also cites the progressives of a century ago, such as Herbery Croly, who believed that successful start-ups would extinguish competition and become monopolies. Breaking them up "would set talent free." [View news story]
    A breakup may not be necessary, it may break all by itself.

    "Don't be Evil." - The Google motto and the Spirit of the Internet

    Google is more fragile than most people think, and if they don't change, they could break themselves.
    Google is a search engine, and the dominate search engine today.
    As a network engineer for over 20 years, I've seen the Internet searches going all the way back to text based Gopher, before HTTP or any type of browsers even existed. I still remember when a system admin buddy of mine showed me Google, "check this out", he said. Instead of typing in http://www.yahoo.com, I started typing in http://www.google.com, it took seconds to do. Now I type in only six characters ddg.gg, or use their tool bar. The switch from Yahoo to Google was painless and easy.

    Gopher, Lycos, Yahoo, Ask Jeeves, Google, Bing, etc, etc. All are pretty good at what they do, but all are very easy to switch from one to another. They (Google) could be very vulnerable because of this reason. For instance, every new PC with a version of MS Windows runs Bing on it by default. How many people change this? Perhaps only the tech savvy, do you think your mother changes this?. How easy is it to change a search engine?...VERY EASY, and if you think its not easy, you probably have never changed the default search engine.

    Do this once, type in the site you want to go to directly, and then access that same site via Google, notice any difference? Ads Load times, etc.

    What happens when you do change the search engine? Do you loose your music library, bookmarks, documents? Do you have to re-configure or change your major applications so it now works with the new search engine? No, you don't. Which makes Google, and any search engine, very vulnerable to change.

    Over the last few years I've even started to question the integrity of my search results with Google. What do advertisers get when they pay money to Google? Well for sure they may get the little side bar under sponsored links, but what else to they get? The truth is, no one but Google really knows what happens behind the scenes when you pay them, and perhaps the companies paying them. Another fact is the more you pay them, the more your site shows up. So logic tells me something more is happening behind the curtain.

    Since the recent NSA leak, search engines like Duck Duck Go, which is the one I've started to use more and more, despite the corny name, have climbed more that 70%.
    http://usat.ly/13gC6Fy

    Unless you use HTTPS, every character you type in a Google search is sent to them. EVERY SINGLE CHARACTER, not after you hit enter, but EVERY SINGLE CHARACTER YOU TYPE. Of course Google doesn't keep this information (insert sarcasm).
    Read this short link on Duck Duck Go. If it doesn't concern you, maybe it should, it did me.
    http://donttrack.us

    I appreciate the free service and think Google does a wonderful job. Their motto has always been in the true spirit of the Internet "Don't be evil", but lately I feel they have lost their way, and their core principles.

    I for one do not want to be tracked, or have my searches archived on some server, to be recalled later by who knows who.

    ~The Chaplin


    Jul 1, 2013. 12:32 AM | 2 Likes Like |Link to Comment
  • Why Is The Market Not Buying Apple? [View article]
    "Well allow me to retort",
    Since we are establishing credibility, I'm a twenty year IT Network architect, a CCIE for 14 years (look it up if you don't know), and have written two 1200 page books on networking.

    The article you quoted is so full of holes.
    Yes automatically sign on to any open SSID and you can get hacked. Wow, if you enable your phone to do that, your just asking for problems. Problem solved by the IOS asking what to do with SSIDs. Heck I can set one up in a hotel, and capture if your not run encryption, I can capture EVERYTHING.

    Here's something on HTTPS STS (I guess it only works for amateur hackers)
    "Google Chrome addresses this limitation by implementing a "STS preloaded list".[22]
    Even with a "STS preloaded list", HSTS can't prevent advanced attacks such as BEAST or CRIME"

    All of my phone calls can be listened to, well thats a stretch too.

    And all of this is limited to one carrier. Yes a large carrier, but a single one. And this two can be solved with any form of advanced encryption, or two form factor authentication.

    I'd be more worried about that open app that know ones screened.
    Jun 18, 2013. 06:12 AM | Likes Like |Link to Comment
  • Apple (AAPL) roundup: 1) The WSJ reports Apple is shifting hardware orders from Foxconn to Pegatron, and plans to make Pegatron "the primary assembler" of its low-cost iPhone. Apple's reasons: risk diversification after last year's manufacturing issues, and pricing. 2) Apple is reportedly looking to tap Samsung to supply thin LCD glass for iPhones, iPads, and MacBooks. 3) Inside Apple author Adam Lashinsky wasn't impressed with Tim Cook's AllThingsD talk. "It is a strange sight to see the CEO of Apple, a company known for its brilliance and vision, decline over and over to discuss just about anything in any detail." 4) One detail shared by Cook: Apple has made 9 acquisitions in FY13. Only 2 - Particle and WiFiSlam - have been disclosed. [View news story]
    A low cost iPhone is key to the market in China. It would be great to release it just overseas, it would quite all those people who say a low cost iPhone will hurt the brand. Then when it becomes something 'you can't have', and demand is strong in the U.S. for it bring it home.
    China's market potential is enormous, and this is a prime example of how AAPL, is not sitting idly by. Cook has mentioned China a couple of times now and even on the earnings release CC.

    I think the other 'game changer' will be the finger print scanner. It could offer two form authentication, and has huge potential. Most people will dismiss this has a gimmick at first, and say it's not true innovation, and has been done before. This is true, but again, the key is two form authentication for security for ALL transactions. This would tie a unique user to the device, and the transaction, and would make the iPhone a FIPS-142 capable device.

    Keep a close on the developers conference, something has developers so interested that it sold out in two minutes. You can have the greatest hardware in the world, but if no one is developing applications for it, its worthless. If you ever want to see if a tech company is going forward or back, watch their conferences.
    May 30, 2013. 08:40 AM | 1 Like Like |Link to Comment
  • Tim Cook (AAPL) testifies at a Senate hearing on corporate offshore taxes. "We don't depend on tax gimmicks," Cook asserts, while pushing for a big overhaul of U.S. corporate tax code. "Apple has always believed in the simple, not the complex." Sen. John McCain isn't satisfied with Apple's defenses, claiming the company "has violated the spirit of the law if not the letter of the law." Sen. Rand Paul has strongly defended Apple. "Congress should be on trial here for creating a byzantine tax code." (previous[View news story]
    So if the product is assembled in China, and then sold in China, the US wants to tax it, because the company is headquartered in the U.S.
    Help me out what am I missing???
    May 22, 2013. 12:20 AM | Likes Like |Link to Comment
  • Apple's Magic Is Broken [View article]
    Samsung has been very aggressive, I agree 100%, but innovative, no. Just like you mentioned "Copying Android from Google, copying iPhone design, copying iOS UI, copying Siri". Even look at the Samsung phone. A home bottom, a menu bar at the top, a dock at the bottom for key apps. Shaped the same. Looks just like an iPhone.

    I also agree Apple got hosed over by Google. Having Google execs sitting on the board of Apple with inside knowledge of all their products, and then a short time after they release them, here comes Google with a mobile IOS. Maybe there was a good reason why Jobs wanted to crush them and spend every last dime doing it. They betrayed the trust given to them by people like Jobs.
    May 19, 2013. 08:32 PM | 1 Like Like |Link to Comment
  • Apple's Magic Is Broken [View article]
    The whole smartphone market is changing. When it first come out it was a mini computer, mini game machine, mini browser, and such.
    Now Tablets have replaced what people originally bought the iPhone for. For instance when you surf the web, do you use a PC, Tablet or Smart phone? I bet your phone is your last choice only when the other two are not available. Apple realizes this change and is adapting. The smart phone will evolve back to using small amounts of data and small apps. A quick weather check, stock check, texting, camera, MP3 and phone calls is what it will be used for. Watching things like Netflix or movies, and complex applications on it are going to die.

    I also get tired of the "apple can't innovate" argument. Don't confuse features with true innovation. Google Glass is innovation, Apples iWatch(if it happens) is innovation. A bigger screen or a running to two apps at once is not innovation. Innovation takes times, and years to develop and Apple is very good at it.
    A device that holds your entire music library is innovation. Changing the way we purchase music and content is innovation. The tablet is innovation. What, its been almost a whole three years before they change a whole market, OMG Apple must be dead. What has Samsung done for true innovation? educate me here. Most of there products are Apple clones. How many brick like phones did you see before the iPhone?? How many tablets did you see before the iPad. But now Samsung has a slightly bigger one at a cheaper price, same with the phones. Sure there may be a feature here or there that is intriguing, but this is not innovation.
    May 19, 2013. 03:21 PM | 2 Likes Like |Link to Comment
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