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  • Apple: Android Photography Is About To Take A Huge Quality Jump [View article]
    @Paulo, you must be beside yourself after this report surfaced earlier today:

    It begins: "Smartphones have become the most popular cameras in the world, and with Android being the most popular smartphone platform on a global scale, every photography enthusiast should have been excited to hear about the new Camera 2 APIs coming to Android 5.0 Lollipop devices.

    As is often the case with Google's platform, that excitement was premature and it turns out that support for some of the camera improvements that we expected to see in the first 2015 Android 5.0 Lollipop flagships are simply not there.

    The Samsung Galaxy S6 and S6 Edge, in particular, don't have the two critical new improvements: the capability to shoot photos in raw format (DNG) and access to control over shutter speeds."


    It gets worse, "Here is a more comprehensive list of the new Camera 2 API features missing on the Galaxy S6 for instance:

    no manual white balance via RGB gains
    no custom color space conversion matrix
    no shutter speed control
    no manual exposure parameters (only rough exposure steps control)
    non-fixed metering, etc.

    A similar list holds true for practically all other 2015 Android 5.0 Lollipop flagships unveiled at MWC 2015.

    What this means for the user is that - unless you are using a Nexus phone - a huge part of camera options coming with Camera 2 API in Lollipop will not be available on Samsung Galaxy and HTC One flagships in the near future (at least not via third-party apps). Only time will tell whether those new features will come to Android."

    I'm curious your reaction?
    Mar 18, 2015. 01:27 PM | 2 Likes Like |Link to Comment
  • Apple iPad Sales May Surprise In FY 2016 [View article]
    "These devices are going to deteriorate over time, with use, as it's well documented that computers need to be replaced every three to four years as the components slow down and various factors lead to the death of a computer (you hit the power button, and the thing doesn't turn on)."

    Feb 24, 2015. 03:29 PM | 1 Like Like |Link to Comment
  • Apple On Privacy, Security And Identity [View article]
    Very interesting thesis. Thanks for sharing your thoughts.
    Feb 3, 2015. 01:32 AM | 1 Like Like |Link to Comment
  • Yahoo's Shift To Mobile Continues - Will It Pay Off? Fundamental And Algorithmic Analysis [View article]
    Agree that Yahoo's efforts are good and will be eventually rewarded, but only AFTER the spinoff of BABA. Too much of Yahoo's current market value is tied to BABA (and rightfully so, at this point).

    See what happened in the market today when BABA missed on earnings? What happens when the Chinese govt. decides that VIE's are illegal afterall, which is what I predict will happen the first time a real dust up happens with one of those ... Then where will BABA be? For Yahoo's sake, better hope that happens AFTER the spinoff to SpinCo.
    Jan 29, 2015. 05:57 PM | 3 Likes Like |Link to Comment
  • Apple's (AAPL) CEO Tim Cook on Q1 2015 Results - Earnings Call Transcript [View article]
    Hey SA, great job with the transcription. Really instills a lot of confidence in the accuracy of it when there are doozies like this: "... and we also contributed a portion of sales at our retail and online stores on two of the year’s dizziest shopping days ..."

    I get dizzy just reading your transcripts.
    Jan 28, 2015. 03:21 PM | 2 Likes Like |Link to Comment
  • Is It Time To Short Apple? [View article]
    ... and if Woody had gone straight to the police ... I mean, if you would have read this article, particularly the part at the end, where it says, "No matter what they do, investors should not short the stock.", then your comment would be even less well founded.
    Jan 28, 2015. 12:49 PM | 2 Likes Like |Link to Comment
  • Facebook Wants To Profit From The Internet Of Things Revolution [View article]
    I generally enjoy your take on things and this piece is no different. I certainly agree it's likely for FB to develop the Wit.Ai technology to become a strong utility within the IoT and VR spaces.

    I hope you'll indulge me one comment, meant in the kindest spirit possible, concerning your writing style of late ... using the term "opine", as in "I opine that ...", 2x or more (at least 3 in this piece alone) makes for some tiresome reading.
    Jan 6, 2015. 04:57 PM | 1 Like Like |Link to Comment
  • Is It Time To Short Apple? [View article]
    I should add, my one criticism of the article itself is in the common but wholly inaccurate use of "the law of large numbers".
    Dec 11, 2014. 04:40 PM | 6 Likes Like |Link to Comment
  • Is It Time To Short Apple? [View article]
    Completely agree.
    Dec 11, 2014. 04:35 PM | 1 Like Like |Link to Comment
  • Is It Time To Short Apple? [View article]
    How is it deceptive? The title asks the question "Is It Time To Short Apple?" That's exactly what the article is about, exploring that question. Ultimately the author gives his resounding answer, "No matter what they do, investors should not short the stock." Take that and the rest of the article any way you like, but do yourself a favor next time and read the article first before making a comment that shows you didn't.
    Dec 11, 2014. 04:32 PM | 12 Likes Like |Link to Comment
  • Is It Time To Short Apple? [View article]
    @portatopia, not buying the follow-up.

    @SiriusHaloWar, "... quickly jump on commenters that haven't ready every word ..." Now when you say "quickly jump on", you mean reply 75+ minutes after the comment?

    The thing I don't understand is why would anyone bother to comment unless they actually did read the article? How could they possibly supply an intelligent comment? That is, unless they're just trying to be the first commenter. Gotta love how well that turned out.
    Dec 11, 2014. 03:43 PM | 8 Likes Like |Link to Comment
  • Why I Hate Apple [View article]
    @Long-Term Larry, This is a great piece - thought provoking and smartly written. Wish I could add something of an additional insight or reasoning for the mis-pricing. Like you, I'd love to know what else the market knows or sees.
    Dec 5, 2014. 12:45 PM | 1 Like Like |Link to Comment
  • BlackBerry: The Enterprise Mobility Leader [View article]
    My guess, for what it's worth, is KIA is indeed a paid shill, and Prem Watsa is among their main targets in this whole thing.

    In the book The Divide: American Injustice in the Age of the Wealth Gap by Matt Taibbi and Molly Crabapple, there is an entire section devoted to heads of top hedgies going after Watsa to try and sink Fairfax.

    This review sums it up nicely:
    "Prem Watsa, the CEO of Fairfax Financial Holdings, spent years fighting a cabal of mutual fund barons who had shorted his firm, betting it would fail and then doing whatever it took to make that come to pass. This ultimately included the hiring of stooges to conduct a comedically bizarro dirty-tricks campaign." -

    My bet is they haven't given up quite yet and so targeting BB is part of their coordinated campaign to eventually bring Watsa and Fairfax finally to their knees.
    Dec 3, 2014. 10:54 AM | Likes Like |Link to Comment
  • Apple's New Television Opportunity [View article]
    Insightful article, as always. Thanks for the research and update.

    What do you think about the new iMac with the Retina 5K display, at least as far as developing further into what ultimately becomes the Apple TV? Any correlation there?

    I found it interesting the mention during its announcement of it being a 5K display for the price of a 4K HDTV, with the computer part thrown in for free...

    Of course that runs on OS X, but I definitely see the convergence between iOS and OS X happening with each successive release.
    Oct 30, 2014. 06:11 PM | 4 Likes Like |Link to Comment
  • Facebook: Take Advantage Of A Myopic Market [View article]
    What was your take on Mark Zuckerberg's response on the CC re: payments? Seemed to me to be pretty clear on FB partnering (w/ PayPal?) in payments rather than replacing or disrupting.
    Oct 30, 2014. 05:45 PM | Likes Like |Link to Comment