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danf
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  • Apple Earnings: Taking A Long-Term View  [View article]
    Apple continues to damage OSX. It grows bloated with half baked ideas. It is less reliable and a less efficient resource consumer. Networking used to be an apple strength, now it is hit or miss. The UI changes frequently and in non-obvious ways. Rather than becoming more intuitive it becomes more obscure. The process of dumbing down the OS results declining usability. Apple apps like mail and calendar are mediocre at best. Mail is a perfect example of confused UI thinking. The best policy today is to never participate in a major OS upgrade until you are forced to when/if you buy new hardware.

    I'm not proposing that windows 10 is the better choice. They are stuck traveling down the same road as Apple. Interestingly linux/ubuntu seems to be the easiest most reliable and cost effective platform. This may be because there is no giant corporation filled with marketing folks experimenting with grand visions about "leveraging" the operating system for whatever. For Linux is appears to be just slow incremental improvement.

    As OSX becomes more IOS like, I find we are buying more and more ubuntu machines for routine business needs
    Jan 27, 2016. 02:22 PM | 3 Likes Like |Link to Comment
  • Apple Questions For 2016  [View article]
    No meaningful tax reform is possible until Obama is out of office and then only if the republicans sweep everything. The 2 democratic candidates have both made it clear they plan to punish corporate america to fund new trillion dollar entitlement programs. I don't think there is any evidence that dems are interested in repatriation unless the cash can be repatriated to fund their keep me in office social spending programs. Maybe the same can be said about republicans. As much as I hate to suggest it, the only possibility for change would be a Trump election win and that might be the kind of change you get when you toss a grenade into an enclosed space.
    Jan 20, 2016. 07:00 PM | Likes Like |Link to Comment
  • The Real Problem Is Abundance  [View article]
    Big "infrastructure" projects ? Lets look at what it costs to pave a mile of highway now vs even 10 years ago and where the cost growth has happened. My guess is that the big component will be regulatory compliance, legal paralysis etc and the accompanying explosion in overhead cost. Take the acquisition disasters we see in DOD and layer that same disease all across the economy. Every infrastructure project is now a keystone pipeline disaster waiting to happen. More than a bank, we need a production friendly government/regulatory environment - interested in moving quickly while protecting whatever it is they are mandated to protect. One who will clear the decks of regulatory obstacles and take away employment safety government employees seek by hiding in a "process is everything" mentality that makes no room for service delivery and production. After 40 years of creeping statism and cronyism the incentives across vast swaths of the economy seem to be completely out of whack. It's interesting to see the progress being made by private space flight companies and then realize whats possible if we can just get off the planet and out of the clutches of apparatchiks, lawyers, politicians etc.
    Jan 20, 2016. 06:40 PM | 1 Like Like |Link to Comment
  • Here's Where Crude Oil Supply Will Unexpectedly Be Cut  [View article]
    Yes, but Mr. Santos, they can make it up on the volume ! You know, "I lose money on every widget I sell, but I make it up on the volume"
    Jan 20, 2016. 06:10 PM | Likes Like |Link to Comment
  • Here's Where Crude Oil Supply Will Unexpectedly Be Cut  [View article]
    Doesn't seem like it would be too far fetched to see Iran/Russia engineer a problem in Saudi that would quickly disrupt supply out of Saudi. At this point who is going to stop them ? Let the sanction regime continue to unwind for a few months and it will be extremely difficult to put back on. US military capabilities are being degraded much faster by our continuing ISIS operations. The Russians are probably providing intense training to Iran now on the "little green men" style of media deniable military aggression. The ugly truth is that the appetite for combat in the US is non-existent and there is very little to go on about what the current administrations judgements are about where American interests lie.
    Jan 20, 2016. 06:06 PM | 6 Likes Like |Link to Comment
  • The Worst Mistake Apple Investors Can Make Right Now  [View article]
    yes, but apple remains intensely profitable ???
    Jan 20, 2016. 05:44 PM | Likes Like |Link to Comment
  • Apple: How Much Panic Is Too Much?  [View article]
    I dont understand your comment ? Why would this post be censored ? Because it suggests that Cook is more infatuated with his celebrity status than running the business ? I don't know if Budavar's comment is correct or not, but the impression is that Apple has become more PC under Cook.

    I'm not a Cook fan. I've noticed over the last 4 years I've bought less and less apple product. I think the last apple product I bought was an 1phone 5s a year ago. I used to buy new computers every 18 months, but the last 2 computers I've bought for the business have been linux boxes from ZaReason.com. Smaller form factor than mini's, more powerful, cheaper, easier to use, more reliable OS. I might have considered a new MacPro, but they haven't upgraded that product since it was released 2 years ago.
    Jan 20, 2016. 05:39 PM | 3 Likes Like |Link to Comment
  • Chevron - Buy The Drop  [View article]
    Consider that Russia and Iran both have a strong interest in higher oil prices. For Russia it may be an existential issue in terms of their economy. Saudi are enemies of Iran and on the opposite side of Russia in the syrian situation. A disruption or destruction of some Saudi production capacity would serve the interests of both Iran and Russia. When Hillary becomes president after running on promises totaling 1 trillion dollars in new social programs, the money will be stripped from the Military. The operational tempo of our current non-offensive is degrading our own capabilities faster and more decisively than ISIS or whomever our enemy in the region is being degraded.

    Saudi looks like a tempting morsel for someone
    Dec 9, 2015. 06:32 PM | 4 Likes Like |Link to Comment
  • Has Apple Started The Mac's Decline?  [View article]
    Macs sales are slowing because Apple is not offering products people want to buy. Just look at the last "upgrade" of the Mac-mini line. The new products are much less attractive than the old products.

    We use to buy mini-s regularly since they made nice hosts for running database and application servers for test and development. We don't any more because rather than moving the platform forward in terms of price/performance apple crippled it.

    Now we buy nice Ubuntu Linux boxes from ZaReason.com. Not as nice of a form factor as the mini, but close. Better configurability, less money and installing the software we use is actually much easier.

    The last apple hardware I bought was one of the new cylinder MacPros. It's a good machine, but Apple has done nothing with that product for 2 years now.
    Nov 10, 2015. 12:09 PM | 7 Likes Like |Link to Comment
  • Apple: Has Tim Cook Lost Focus?  [View article]
    I think the author says something key and that is that Apple is not good at application software and it is application software that sells the platform. ITunes is kind of a mess. Mail is a mess, Calendar is weak. So there are many key components of the user experience that are dominated by weak Apple offerings. That dominance means the other more capable developers have a hard time providing improved experiences in these areas to the ultimate effect is a weakening of the platform.
    Nov 10, 2015. 11:41 AM | 5 Likes Like |Link to Comment
  • Apple: Mac Sales To Grow In Enterprise  [View article]
    There is no advantage in an A9 based desktop. I would never buy one simply because you loose so much windows compatibility. Why would I want a machine that cuts me off from a huge segment of the computing world to save a very few dollars. Apple could build a reasonable enterprise machine, but it would more likely be in the mac-mini line and they have shown themselves unwilling to allow reasonable configurations at reasonable prices in that form factor. Enterprise will not be buying large numbers of iMacs. They are over priced and mostly unrepairable. Most apple software is also of poor quality. The OS since snow leopard has become less reliable, slower and bloated. An enterprise would be foolish to make themselves dependent on anything apple as Apple has shown a easy willingness to abandon customers and products on a whim. Apple could be successful in Enterprise but it would require a significant change in Apple culture which they have thus far been incapable of making.
    Oct 14, 2015. 12:56 PM | 2 Likes Like |Link to Comment
  • Alcoa Inc. Plans To Split Into 2 Separate Companies  [View article]
    Yes, but we are told over and over again that timing is a fools game ?
    Sep 28, 2015. 04:51 PM | 3 Likes Like |Link to Comment
  • Intel: Inventec Confirmed It Is Making The Xiaomi Linux Laptop  [View article]
    I dont agree. I'd be interested in a Linux desktop/laptop. With both major OS vendors (Apple/MS) you are increasingly vulnerable to being captive to the direction they want to take their OS. You invest a lot of time and effort getting productive with an OS and it's UI. You come to depend on features and how things operate. Today, each release of OSX and Windows seems to gratuitously change UI, features and processes. With Linux you achieve some independence. The missing element thus far in Linux is a large, deep pocketed vendor who will stand behind and support a particular distribution. I'm not sure is Xiaomi is that vendor. I can't help but wonder what nefarious stuff might be installed by a chinese vendor.
    Sep 27, 2015. 10:59 AM | 3 Likes Like |Link to Comment
  • All That Crap About Not Panicking?  [View article]
    Sounds like a perpetual motion machine all based on a reasonable faith that nothing ever really changes...until it does change
    Jul 6, 2015. 03:04 PM | Likes Like |Link to Comment
  • Wind And Solar Will Soon Become The 'Least-Cost Option'  [View article]
    The only people I know who installed solar, paid a lot and ended up getting only 50% of the power out of it they were told to expect. The solar cells themselves seem to be getting cheaper, but all of the surrounding electronics still seem expensive. And then there is the question of finding anyone who really understands the overall system at any depth beyond a recipe checklist. I suspect thats why my friends only see 50% of the power they expected. The installers have very little real knowledge.
    Jun 30, 2015. 05:55 PM | 2 Likes Like |Link to Comment
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