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  • Intel rallies after upping dividend, setting 2015 guidance [View news story]
    And today's share price increase is more than the dividend for the year. (2.9 up, vs. 2.7 yield).

    Gonna leave this one in the hold pile for another while or two.
    Nov 20, 2014. 01:23 PM | 5 Likes Like |Link to Comment
  • Apple's October Event: Competing On Quality And Price [View article]
    I think NeXT was a good acquisition as well.
    Oct 22, 2014. 11:42 AM | Likes Like |Link to Comment
  • An Apple Bear's Wonderful Misadventure Analyzing Apple's Prospects [View article]
    'Reputable' Journals get their money by charging outsized fees to subscribers (large institutions) and relying on free labor for papers and peer review. It's a great racket if you can get it.

    Less reputable journals get their money by charging the authors and dispensing with the peer review part.

    Grants don't enter into it.
    Oct 21, 2014. 04:09 PM | Likes Like |Link to Comment
  • Size Does Matter... When It Comes To Screens [View article]
    The 5k external screen is waiting on Thunderbolt3, since Thunderbolt2 doesn't have enough bandwidth for more than a 4k screen. It's possible that they'll be able to do it with a pair of Thunderbolt2 ports, but historically that sort of thing has been very hacky and not reliable.

    The iMac can sidestep all of that with a direct connection from the video card to the monitor driver circuits.
    Oct 21, 2014. 01:42 PM | Likes Like |Link to Comment
  • An Apple Bear's Wonderful Misadventure Analyzing Apple's Prospects [View article]
    Samsung's problem is really that there's no point in the stack where they're the best. Their phones are not that different than generic android. They don't write their OS. They don't have the serverside services. The software they do customize is iffy.

    If someone comes along with a faster/cheaper android slab, there's nothing to stop customers from jumping ship.
    Oct 20, 2014. 06:55 PM | 1 Like Like |Link to Comment
  • Apple's October Event: Competing On Quality And Price [View article]
    iPad channel inventory is down by 500k items over last quarter due to drawdown for the new ipads out in the new quarter. iPad channel inventory remains in the normal range (4-6 weeks, iirc).

    So, the thesis that the iPad Mini 1 is still being sold because of inventory overstock would be rejected.
    Oct 20, 2014. 05:17 PM | 1 Like Like |Link to Comment
  • Apple beats estimates, issues strong guidance [View news story]
    iPod sales are down, again. Apple is doooomed.
    Oct 20, 2014. 05:13 PM | 6 Likes Like |Link to Comment
  • Apple's October Event: Competing On Quality And Price [View article]
    Well, if there's really unsold inventory, it should show up in the SEC filings on monday. I would bet money that they're managing supply so that they have normal channel inventory, being ~6 weeks or so. That would be an interesting question for an analyst to ask though.

    If they really wanted to get rid of the inventory, it would be dumped through the refurb program at a discount and it wouldn't be on the front page as the low cost item.

    Despite now having ipads from every $50-100 from $250 to 800, I think the strategy of selling the original Mini is going to bite them in the ass. Developers are trying to push the edge of what's possible on the new stuff, so the older machines just aren't going to get the support. From personal experience, the ipad2 is getting long in the tooth. I'm not sure I'm going to push mine to 8.x.

    I'll also point out that the ipad3 and the Mini Retina are completely different machines. The iPad2 and original Mini are essentially the same, as are the Air and Mini Retina/2.
    Oct 17, 2014. 01:06 PM | Likes Like |Link to Comment
  • Ford is short-term "dead money," as Goldman cuts to Neutral from Buy [View news story]
    Nice to know that their ratings are a rear view mirror.
    Oct 14, 2014. 10:15 PM | 2 Likes Like |Link to Comment
  • How Apple Will Foil Intel's Mobile Ambitions [View article]
    I'd be surprised if the iPad and the MacBook Air merge. (I've got both. Frankly, I've been using the MBA a lot more lately than the iPads, but that's a dev thing.)

    What's far more likely is that the lines between the MBA and the MacBook Pro blur significantly. The differences between the two lines are essentially power, size and weight, all of which are converging rapidly. Look back 5 years, and the (current) MBP is amazingly slim and has an incredible battery life. Compare to the MBA, and you see about the same increment (even thinner, even longer life).

    I could see the MacBook lines converging into (essentially) Small (~12"), Medium(~13+") and Large(~15"), with some baseline config and build-to-order options. My guess is that there would be a price point everywhere from <$1000 to $2500 every $100 or so, with increasing amounts of memory, storage and processor.

    This could happen as soon as next week. I think that they're invested in the Air brand, so I don't think that they'll totally drop it. But I would bet that what we'll see after next week is:

    * No non-retina MBP. It's 2 generations behind already, it's going to be dropped.
    * One new MBA, 12" retina. ~9hr battery, no thinner than current, decent but not screamingly fast processor. They've got to nail the screen and the battery life, everything else is going to be tweaked to make those work.
    * 13 and 15 MBP, a little thicker, closer to 9hr battery, faster procs.
    * Probably still sell the Early 2014 air in one size, as the low price entry ($800). This will go away in a year.
    Oct 10, 2014. 01:12 PM | Likes Like |Link to Comment
  • How Apple Will Foil Intel's Mobile Ambitions [View article]
    I don't even think that battery life is a huge issue on the Macs. They've got a lot more volume for battery and the screens + gpu take a larger percentage than on a tablet. My Air gets ridiculous battery life -- it's to the point where I simply don't worry about it.
    Oct 9, 2014. 12:51 PM | 1 Like Like |Link to Comment
  • How Apple Will Foil Intel's Mobile Ambitions [View article]
    I'll go out on a limb here, but Apple will _never_ again intentionally ship something where dual boot is a planned use case. (the last time it happened was in the early (pre 10.4) years of OSX. Also note, boot camp isn't really part of this, as it's not Apple's thing. I mean apple doing both halves). It's totally counter to the way they've been moving over the last 10 years. Just works, instant on, power nap, month long sleep battery life. If at all possible, I think Apple would rather remove the concept of booting.

    Apple is all about figuring out the one thing that they want to do with each product, and eliminating all distraction and cruft from it. Sometimes this works better than others.
    Oct 9, 2014. 12:46 PM | 2 Likes Like |Link to Comment
  • Today's Market: New Computer Virus Affecting These Companies [View article]
    Seriously though, the bash vulnerability is pretty bad for a wide range of internet connected unix derived systems, like webservers, routers, and voip platforms. Home routers are probably not affected (though their security is notoriously bad anyway) and windows boxes are (likely) not immediately affected.

    This article: http://bit.ly/1n1eq1Q is a pretty good overview of what's going on. Right now, it's a race between patchers and exploiters, and the exploiters have a big head start.
    Sep 25, 2014. 11:48 AM | Likes Like |Link to Comment
  • Today's Market: New Computer Virus Affecting These Companies [View article]
    This just in, the vi virus has also been spotted across a range of systems. Inexperienced sysadmins have been locked in their text editors, unable to escape.

    One recommended approach is to symlink /usr/bin/emacs to /usr/bin/vi, so that standard control sequences work correctly.
    Sep 25, 2014. 11:43 AM | 2 Likes Like |Link to Comment
  • Apple Rated Juicy: Why Would Anyone Be Bearish Into The iPhone 6 Launch? [View article]
    I can see them releasing any and all of those items. I'd say that the Mini and the MBP are probably the least likely (depending on Intel getting their chips in order), and I wouldn't mind seeing the iWatch put off until it's fully baked to keep the masses distracted and Samsung in the dark.

    I had $98 as my target for reducing my overweight in APPL, haven't pulled the trigger yet on that. But while I'm pretty decent about buying low, I'm really bad about selling high. I'm more a hold and hold and hold sort of person.
    Aug 20, 2014. 01:14 PM | 1 Like Like |Link to Comment
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