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siberian_chups

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  • Apple: Longer-Term Headwinds Make Blowout Quarter A Tough Act To Follow [View article]
    I didn't bother to read the piece, just wanted to help fellow Canadian with my click, he definetely needs it...
    Jan 29, 2015. 09:34 AM | 2 Likes Like |Link to Comment
  • The Surging Dollar May Take A Bite Out Of Apple's Earnings [View article]
    Apple adjust prices in non US markets on a regular basic so while some fluctuations are taking place, actual income from sales in other markers is not swinging together with exchange rates. Most recent example of that is rouble's price jump in Russia, other thing to check out is price difference between US and Canadian Apple online stores. No worries as far as I'am concerned.
    Jan 22, 2015. 07:16 PM | Likes Like |Link to Comment
  • Microsoft: An $81 Windows 8.1 Smartphone Is Another Bullet Against Android [View article]
    Some people (myself included) are willing to pay for ad-free environment.
    Jan 19, 2015. 09:12 PM | 1 Like Like |Link to Comment
  • Apple: ARM-Based Macs Are Not Only Feasible, They May Be Inevitable [View article]
    @Rob

    I'd said marketing is half, other half is experience. Apple got experience right, others - not so much so far.
    I've mentioned it before - my 2 year old iPhone5 with iOS7 gives me better user experience then my Mi3 (released one year after iPhone5) from Xiaomi with up-to-date MiUI.
    Jan 17, 2015. 11:33 AM | Likes Like |Link to Comment
  • Apple: ARM-Based Macs Are Not Only Feasible, They May Be Inevitable [View article]
    @jef

    Apple is here to sell product I want to make profit. A lot of it. That's why selling great product at lower price to make 5% profit is not an Apple way of doing business.

    As for "regardless of what it does to other Apple products" - imho its pure nonsense.
    Jan 17, 2015. 11:27 AM | Likes Like |Link to Comment
  • Apple: ARM-Based Macs Are Not Only Feasible, They May Be Inevitable [View article]
    jef,

    I didn't say older, I said higher priced. I'm talking about case when someone considered buying new 13" MacBookPro but bought new 13" MacBookAir instead. This translates to less revenue & less profit for Apple, and it could be only offset by bringing in folks that would not even consider buying MBP, but are ready to buy MBA.
    Jan 16, 2015. 04:20 PM | Likes Like |Link to Comment
  • Apple: ARM-Based Macs Are Not Only Feasible, They May Be Inevitable [View article]
    jef,

    MS allowed developers to build Metro apps for desktop, tablets and Windows Phone by simply changing build's target. However, this does not apply to legacy (or classic) applications.
    Jan 16, 2015. 01:56 PM | Likes Like |Link to Comment
  • Apple: ARM-Based Macs Are Not Only Feasible, They May Be Inevitable [View article]
    @ptmmac

    AFAIR, Apple killed all in-house professional grade applications, so all remaining Pro level apps are now from third parties (a-ka Adobe and others). And these folks have their own cross-platform frameworks and they pretty much don't give a toss about Metal, Swift and whatever Apple wanna do, many (if not all) of the pro level apps are not even in Apple App store for Mac because nobody wants to give Apple free money for free.
    Jan 16, 2015. 11:25 AM | 1 Like Like |Link to Comment
  • Apple: ARM-Based Macs Are Not Only Feasible, They May Be Inevitable [View article]
    @BuyToSell

    Surface RT was dead on arrival so nobody wanted to spend a single cent doing anything for it.
    Jan 16, 2015. 11:16 AM | 1 Like Like |Link to Comment
  • Apple: ARM-Based Macs Are Not Only Feasible, They May Be Inevitable [View article]
    @binaire101

    Nobody is going to flush high paying customers, Intel based power horses are to stay in Apple stables, there should be no doubt about that.

    At the same time, introducing lower powered equivalent of 11" MacBook Air with hybrid MaciOS and ARM chip for lower price (say $500-$700) could be interesting option, not everybody is using XCode, Photoshop or Adobe Premier on their Macs 24/7.

    The questions remaining are margins, target audience and cannibalization of higher priced models. If Apple can find good answers to these - I don't see any show-stoppers.
    Jan 15, 2015. 07:41 PM | 1 Like Like |Link to Comment
  • Cunningham, Berkshire Beyond Buffett [View article]
    Why 15%, not 25% or -10%? Past glory is not an indicator of bright future.
    Dec 28, 2014. 11:58 PM | Likes Like |Link to Comment
  • More on BlackBerry: New enterprise bundles launched [View news story]
    @mike,

    while I agree that it's too early to tell what good can come out from Apple & IBM partnership, I would not underestimate the power of IBM marketing machine, these folks can sell snow to Eskimos, shit to ppl with diarrhea and ocean water to Polynesians. Not always I have to admit, but quite often.

    Same goes for BBRY - it's too early to tell if this services push will turn company around or it's just another agonizing episode before it's split & sold or goes under.

    We'll see more within few months on both fronts I guess.
    Dec 18, 2014. 03:50 PM | 1 Like Like |Link to Comment
  • More on BlackBerry: New enterprise bundles launched [View news story]
    Mike, "Apple has a weak corp ecosystem" sounds like a big compliment to Apple because they had NO corp ecosystem whatsoever few months ago.
    Dec 17, 2014. 05:35 PM | Likes Like |Link to Comment
  • Seadrill: Risks For Contract With Rosneft Increase Day By Day [View article]
    I wonder if Indians could insert themselves as proxy between SDRL/NADR and Rosneft via some kind of subcontract. India has no sanctions on Russia, West has no sanctions on India, from legal point of view that would look just fine.
    Dec 12, 2014. 02:08 PM | 2 Likes Like |Link to Comment
  • Even With Apple Watch Delayed, I'm Raising My AAPL Price Target To $165 [View article]
    Ratty, MS lost 400 millions on Xbox One hardware in 8 months since launch selling more than 10 million consoles. Assuming that 75% of these consoles does use XBox live gold (hardcore gamers with multi-player addiction) that gives you 450 million dollars to offset hardware losses and turn profit without even counting content and licensing fees.

    Estimates on hardware losses on XBox consoles are ranging from 2 billion a year to a 3 billion dollars over 10 years since launch of Xbox product line.

    If these estimates include other revenue from related services and fees - you are right, but there is no indication of that. And putting Xbox together with Windows phone & Surface complicates things even more.
    To sum things up - I do not believe that MS is losing 2 bils a year on all Xbox segment, they'd have to be losing 3.5-4 billions on hardware alone, and its way too much. Hardware losses of 3-5 bills over the last 10 years sounds about right and - as I pointed out earlier - by now it is well covered.
    Dec 5, 2014. 11:08 AM | Likes Like |Link to Comment
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