Tricky

Tricky
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  • Report: Apple creates large virtual reality team, has built headset prototypes  [View news story]
    Depends on what they are cooking up. Check out this chart of VR players... http://ubm.io/1nDWiN2

    If they are going to come out with a smartphone based display and sensors, either as part of a dedicated device (like Oculus, HTC, Sony, Razr) or the user's smartphone (like Google, Samsung, Merge VR), they are behind.

    But (not on this chart) if they're going after the "advanced AR projection", like MSFT's Hololens or Magic Leap, those too appear to be some ways off. Reading the tea leaves, Apple appears to be jumping into this latter market.

    But we shall see.
    Jan 29, 2016. 11:04 PM | 1 Like Like |Link to Comment
  • Report: Apple creates large virtual reality team, has built headset prototypes  [View news story]
    Gonna be lots of winners. Some amongst publicly traded companies, some amongst late-stage startups, some amongst earlier stage startups.

    Depends on your risk-reward appetite ;-)

    Amongst the publicly traded, Google has a lot of weapons and clever plays in place -- having YouTube support 360 video so early on was a great move by them; so is their Jump initiative for 360 imagery. Also, Google has invested in a lot of VR/AR things, like their monster bet on Magic Leap.
    Jan 29, 2016. 08:09 PM | Likes Like |Link to Comment
  • Report: Apple creates large virtual reality team, has built headset prototypes  [View news story]
    Because Moore's Law has been at work for 10 years and continues to crank forward. VR has been "possible" for a long time, it just wasn't affordable until now.
    Jan 29, 2016. 07:30 PM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: BOJ Goes Sub-Zero In The Heart Of Winter  [View article]
    Will be interesting to see what Rubert Murdoch thinks of Mike H showing up at Trump's event. Goodbye, any more sweet gigs on Fox News?
    Jan 29, 2016. 06:37 PM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: BOJ Goes Sub-Zero In The Heart Of Winter  [View article]
    The unseasonably awesome weather prevented consumers from spending at malls, restaurants, and theaters because they were all flying kites at local parks.

    Anybody else remember that mini-streak of multiple disappointing quarterly reports being blamed on El Nino?
    Jan 29, 2016. 10:32 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Facebook Gets Big Earnings Boost  [View article]
    Running a road block = resisting arrest

    "Truck is sprayed with bullet", but only one of the six dead, another one wounded. Tis the season of miracles.
    Jan 29, 2016. 10:24 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: BOJ Goes Sub-Zero In The Heart Of Winter  [View article]
    Yep. I said it a few days ago. U.S. corporate boards are stuffed with: 1) current/former CEO's, and 2) non-CEO friendlies who are paid 6-digit amounts to do a few man-days of work/year; who then use shareholder money to pay "professional compensation consultants" to justify this system of unaccountable enrichment, in a ratchet-up fashion.
    Jan 29, 2016. 09:24 AM | 11 Likes Like |Link to Comment
  • Wall Street Breakfast: BOJ Goes Sub-Zero In The Heart Of Winter  [View article]
    With mosquito-borne diseases, you really need to BOTH attack the vector and protect the high-risk potential victims.

    Perhaps the alarm wasn't a govt-created hysteria conspiracy after all? The biggest problem w/ new infectious diseases is their potential to mutate into something is far more virulent and/or devastating to the patient. That's why you have to have a "default paranoia" with them.
    Jan 29, 2016. 09:20 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: BOJ Goes Sub-Zero In The Heart Of Winter  [View article]
    Other than heating oil/natgas, how does "unseasonably mild weather cut into consumer spending"?

    That's the first time I've ever heard that excuse for lack of economic performance. The weather was too.... nice?

    I thank any commenters in advance for educating me on that one.
    Jan 29, 2016. 09:14 AM | 13 Likes Like |Link to Comment
  • BOJ shocks markets with negative interest rates  [View news story]
    "c) No one is coming to collect. It isn't as if some super-powerful race of aliens loaned the G7 money and will descend in wrath upon the human race if we jiggle the terms a bit. If Japan fails, the rest of the world will hit the Pause button and reset the rules of the game. Watch it happen."

    Interesting point. I don't know if anyone could accurately predict what for the reset would take, as (like the GFC bailout) it likely will done in a backroom, in a state of high panic.

    Maybe one of those "100-year Jubilees" that the Old Testament advocates? All debts forgiven!
    Jan 29, 2016. 09:06 AM | Likes Like |Link to Comment
  • BOJ shocks markets with negative interest rates  [View news story]
    Kyle -- could there be any side effects that flow thru to depositors? End borrowers?

    TIA for any thoughts.
    Jan 29, 2016. 08:39 AM | Likes Like |Link to Comment
  • BOJ shocks markets with negative interest rates  [View news story]
    @Kyle

    Austin Powers approves this message
    Jan 29, 2016. 08:36 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Facebook Gets Big Earnings Boost  [View article]
    Please tell me more about these two "witnesses". Were they both amongst the heavily armed group that had just run the roadblock, or someone outside that group?

    I feel the same way about Finicum as I do about Michael Brown -- if you resist arrest, you've dramatically raised the odds of a very bad outcome.
    Jan 28, 2016. 10:30 AM | 3 Likes Like |Link to Comment
  • Jobless Claims see a sharp decline  [View news story]
    All I ask for is consistency. If good data = lies, then don't use bad data = "thanks Obummer (or other childish nickname)"
    Jan 28, 2016. 09:56 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Facebook Gets Big Earnings Boost  [View article]
    I don't recall any serious voices or a block of conservative legislators or individual POTUS candidates calling for "starvation of the Ebola stricken countries".
    Jan 28, 2016. 09:52 AM | 4 Likes Like |Link to Comment
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