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Sandy Lighthouse

Sandy Lighthouse
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  • Chromebooks Won't Rule The Future [View article]
    I'd rather Google have my personal info than someone in Romania.
    Sep 13, 2014. 06:19 PM | 1 Like Like |Link to Comment
  • Putting Microsoft's Surface-Related Losses Into Perspective [View article]
    Microsoft Surface is strictly a defensive measure to support Office and Windows. Microsoft is fighting the last war, not the next one.
    Aug 16, 2014. 02:54 PM | Likes Like |Link to Comment
  • Facebook: Big Business Means More Business [View article]
    User engagement going forward looks like a question mark to me. Facebook may look untouchable right now, but things evolve pretty quickly on the web. Look at your own Facebook feed and tell me that this is the final evolution of engagement on the web.
    Aug 16, 2014. 02:49 PM | Likes Like |Link to Comment
  • Chromebooks Won't Rule The Future [View article]
    I'll stick my neck out and predict a chrome phone. Substantial reduction in device cost due to lower CPU requirements. No fragmentation issues for Google as with Android. Brings more people into the Google ecosystem at low cost to consumer and Google. No virus's like Android. Maybe a better solution for Google than Android One.
    Aug 16, 2014. 11:46 AM | 1 Like Like |Link to Comment
  • Chromebooks Won't Rule The Future [View article]
    Alex, have you actually owned a chromebook? Anybody that has bought and installed antivirus software is potentially a chromebook (or box) buyer. Subtract out the cost and headache of antivirus, and chromebook becomes very compelling. Also chromebooks are smokin' fast because of their SSD, which no one else has at anywhere near the price point. Chromebook design and manufacturing is at a very early stage in the cycle: expect quality to rise, and prices to drop. The internet and the cloud are the killer app on chromebooks. As internet infrastructure and speeds increase and Google adds and improves apps, chrome OS will be the wave of the future. Insomuch as the cloud succeeds, chrome OS will succeed, locking people further into Google's ecosystem and bleeding Microsoft. Written on a chromebox purchased for $179.
    Aug 16, 2014. 10:08 AM | 6 Likes Like |Link to Comment
  • Intel: The Last Man Standing - Already? [View article]
    There's no way I can decipher this argument. What I can understand is that computing as a whole is migrating away from the x86 (Intel's cash cow) platform towards ARM in the form of IOS, Android, and misc. server applications. That's why Intel is willing to lose billions on their mobile effort: because they have no choice. This looks like a race to the bottom to me. Even if you win, you lose.
    Aug 14, 2014. 02:58 PM | 1 Like Like |Link to Comment
  • Daily State Of The Markets: 3 More Reasons To Take Your Foot Off The Gas [View article]
    Thanks. Your work is appreciated. Very rational.
    Jul 29, 2014. 03:15 PM | 1 Like Like |Link to Comment
  • Facebook Is Not Overvalued [View article]
    Nailed it.
    Jun 16, 2014. 05:44 PM | 1 Like Like |Link to Comment
  • Cree: Society Has Yet To See The Light [View article]
    The consumer LED story is pretty basic. Sure there's early adopters and green fanatics, but most people don't live and die with their light bulbs and utility bills (CFL savings vs. LED will be unnoticeable). Most people are already at least partially switched over to CFL, and might buy LED at a certain price point, but will only install as CFL's burn out. Cree is getting very close to that price point. So as prices come down and consumer acceptance grows, LED sales will snowball. The only thing that really concerns me about CREE is the potential for cheap Chinese knock offs. CFL's didn't take off until the Chinese got serious about producing an acceptable quality product at scale.
    Sep 7, 2013. 04:08 PM | Likes Like |Link to Comment
  • How Intel's Profits Could Skyrocket [View article]
    All that Intel investment gives it the right to compete with Quallcom in a race to the bottom. Integrated smart phone chips will be a commodity three years from now. The consumer wins, everyone else (share holders included) loses.
    Sep 3, 2013. 03:06 PM | Likes Like |Link to Comment
  • Micron: Why It Is Truly Different This Time [View article]
    Yeah, Micron is a different company. But Samsung isn't, and they're putting the pedal to the metal in the memory business.
    Sep 3, 2013. 03:02 PM | Likes Like |Link to Comment
  • GOP Hearings On Climate Change May Threaten Entire Green Economy [View article]
    Sea levels aren't rising. Deal with it.
    Sep 1, 2013. 08:51 PM | 1 Like Like |Link to Comment
  • The Great Climate Change Fraud [View instapost]
    The lowest hanging fruit is conservation, efficiency, call it what you will. Not that there aren't other paths forward.
    Aug 28, 2013. 12:48 AM | 2 Likes Like |Link to Comment
  • The Great Climate Change Fraud [View instapost]
    Anybody who buys corn by the 50 pound sack like I do knows that Moon has it nailed.
    Aug 28, 2013. 12:34 AM | 2 Likes Like |Link to Comment
  • Micron And DRAMeXchange [View article]
    Saw an article in Barron's today that Samsung is already producing 3d memory.
    Aug 14, 2013. 04:13 PM | Likes Like |Link to Comment