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kirk otis

kirk otis
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  • Apple Adopting This Mobile Payment Technology Will Be A Game-Changer [View article]
    they have entirely different functions, don't get these mixed up.

    NFC is financial and must be secure, and less (but enough) range is good... plus you want it off when you are not in a transaction mode

    iBeacon is location based and in essence open, and longer range is good plus you want it on all the time (at least the retailer does)...
    Aug 12 09:31 AM | Likes Like |Link to Comment
  • Apple Adopting This Mobile Payment Technology Will Be A Game-Changer [View article]
    Apple should offer the consumer with a 1% rebate that can be used only on Apple products which will lock them in.... imagine that, make money by extending credit, collecting the fee (and keeping 1% as a "rebate"), then make money again by giving people their money back...
    Aug 7 08:04 AM | 2 Likes Like |Link to Comment
  • Apple Adopting This Mobile Payment Technology Will Be A Game-Changer [View article]
    So if Apple deploys NFC doesn't that mean something for the NFC chip provider? Is there a play in that regard? NFC or another?
    Aug 7 07:59 AM | 1 Like Like |Link to Comment
  • Apple Adopting This Mobile Payment Technology Will Be A Game-Changer [View article]
    the data shows otherwise
    Aug 7 07:56 AM | Likes Like |Link to Comment
  • Boeing: Expect Upside To Be Driven By Commercial Airplanes [View article]
    not for another 5 years... and Congress will change their mind several times in that time period....
    Aug 5 09:35 AM | 1 Like Like |Link to Comment
  • SanDisk's Key Growth Driver: ULLtraDIMM SSDs [View article]
    Much of this is available on their Analyst Day materials on the SanDisk web site. SanDisk has provided the data.
    Aug 4 06:17 PM | Likes Like |Link to Comment
  • Boeing: Expect Upside To Be Driven By Commercial Airplanes [View article]
    The shares outstanding should be adjusted by the amount of shares BA typically issues each year for employee options.

    Not sure why your EPS and Forward EPS are so different than what is published by Yahoo http://yhoo.it/1ltHMQ1

    The Ex/Im matter is of little consequence with the back log of 7 years, unless there are cancellations that result because buyers can get the plane financed, but in reality this is an unlikely problem given the rationale for a purchase is not capacity but rather better economics, less fuel, fewer crew, less maintenance total lower cost per seat mile.
    Aug 4 05:27 PM | 2 Likes Like |Link to Comment
  • SanDisk's Key Growth Driver: ULLtraDIMM SSDs [View article]
    How much of SNDK sales are made up of ULLtraDIMM SSDs ?

    What is the gross margin on ULLtraDIMM SSDs vs SNDKs avg gross margin?

    What is the growth rate of the ULLtraDIMM SSDs segment?

    Isn't there a case where if servers use ULLtraDIMM SSDs fewer servers will be required and thus the cost in terms of reduced servers, power, licenses, real estate, networking, ping will save more than enough to pay for the cost of ULLtraDIMM SSDs?
    Aug 4 08:25 AM | Likes Like |Link to Comment
  • Apple launches cheaper iMac [View news story]
    all you should care about is whether it is fast enough, or has enough storage.

    unless you are a gamer and want to use a small screen, or a video editor and need to prepare renderings it doesn't matter.

    everyone knows that Intel has slowed because the world has reached the point where the processor and graphics car is no longer the selling point except for a small sliver of the market. Its about ease of use. i do agree that a touch screen is useful and find it odd that Apple (the leader in touch) has not implemented touch on iMacs and MacBooks even though its use is limited.
    Jun 19 09:32 AM | Likes Like |Link to Comment
  • Apple launches cheaper iMac [View news story]
    what key specs.... ?

    one may think you mean processor speeds but for browsing and media consumption you need a faster internet, not a faster processor. A better graphics card, unless you play games. Or a larger hard drive, which in a cloud connected world you will not need. It only needs to be big enough and then other content to be stored where it is accessible by all your devices (be it windows or androids or ios/osx devices). The real specs are something that is useful, easy to use, reliable and is elegant and sleek and priced appropriately.

    the key spec is the internet's responsivity ( a combination of fast and fat).
    Jun 19 09:14 AM | Likes Like |Link to Comment
  • Apple launches cheaper iMac [View news story]
    A fan, or a user that has not had to deal with blood pressure issues experienced by a Windows machine? I have moved to Mac's myself but have one application Microsoft Project that runs on Windows, so I have to run Windows on my Mac on a virtural machine. When I do, I frequently have issues.... either its to constant updates, reboots, or its the virus alerts that pop up.

    I think this offer will have a great position. I would like an iMac in the kitchen or on the office desk. two locations where i would not need any real power for graphics... just for browsing and media... but a location where i want a clean, uncluttered device that is able to attach to the internet, the cloud, and shared media without having the pain of updates, expensive Microsoft software, virus protection etc. I want something easy, less painful, and something that just works.
    Jun 19 09:02 AM | Likes Like |Link to Comment
  • Apple: Learn From Andy Zaky's Mistake [View article]
    Buy and Hold. Isn't that a costly strategy?
    Jun 16 09:15 AM | Likes Like |Link to Comment
  • Why iWatch Can Outshine iPhone, But Will Not Become Apple's Flagship [View article]
    I agree users of iPhone 4 and 4s's will upgrade, but I would expect anybody with a iPhone 5 that is off the 2 year commitment period to upgrade as well. The 6 will be substantially faster, have improved log on capability, and will enjoy the larger screen.

    The beauty of the mobile phone industry is that there is a 2 year churn cycle, this does not exist in any other consumer product. Not in TVs, not in automobiles, not in beds, not in notebook computers... and it is unlikely to occur in iWatches unless there is a compelling feature release cadence that drives consumers to upgrade.
    Jun 8 11:07 AM | Likes Like |Link to Comment
  • Why iWatch Can Outshine iPhone, But Will Not Become Apple's Flagship [View article]
    what I don't understand is why i can't buy a MBP with LTE connectivity and have visual voicemail on my Mac.
    Jun 8 10:57 AM | 2 Likes Like |Link to Comment
  • The 3 'S's Of Apple's 5S [View article]
    Why is Google being mentioned here? They are in a different business and have a different business model. They have no device revenue, no software revenue. They impact Apple yes, but mentioning their stock performance in comparison to Apple is pointless. It is like comparing Apple to WPP.

    I am in AAPL and wish I had been in GOOG.
    Nov 28 07:19 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
277 Comments
274 Likes