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Tricky

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  • Apple Vs. Samsung: Further Evidence On Innovation As A Way Of Living [View article]
    You appear to be holding the two companies to different standards. If, in your opinion, Apple has stopped introducing radical (as opposed to incremental) products... please tell me ONE Samsung "radical product innovation" in mobile phones, where it has (by your standards for Apple) created a whole new business in the world, in the way that iPod, iPhone and iPad did.
    Jan 25, 2013. 08:01 AM | Likes Like |Link to Comment
  • Apple Vs. Samsung: Further Evidence On Innovation As A Way Of Living [View article]
    So you don't look at your graphs before using them? I work at a research institute and you would have been shot for that (different standards for axes) in a thesis defense or submission into a peer reviewed journal.

    You're the one that led off with that to try to make your case, contrasting the two variables (R&D/sales and share price during that period of time).
    Jan 24, 2013. 02:10 PM | 2 Likes Like |Link to Comment
  • Apple Vs. Samsung: Further Evidence On Innovation As A Way Of Living [View article]
    Notice how the author used axes in Figure 1 and 2. For Apple's share price, he starts the vertical axis at zero, but for Samsung, starts the axis not too far below the 2010 share price, thus trying to make Samsung's share growth more "dramatic". But for the comparable growth period (2010 to 2011), Apple's was far superior (49% growth rate to ~12% for Samsung).

    At that point, I decided not to take the rest of this article seriously.

    And no, I'm not an AAPL fanboy, I have no position and only AAPL product I own is an iPod.

    I just call BS on shoddy practices in "journalism".
    Jan 24, 2013. 09:44 AM | 6 Likes Like |Link to Comment
  • Can Anyone Breach Apple's Moat? [View article]
    Can something/someone eventually "defeat" Apple? Sure, nothing in technology lasts forever. But I think the history of dominant technology companies shows that it's hard to defeat them by trying to out-execute that company with the same approach. It usually takes a radically new approach that leverages a big new development in technology. What will that be to defeat Apple? Dunno. I would say "nothing that is readily visible at the moment".
    Oct 19, 2012. 01:45 PM | 6 Likes Like |Link to Comment
  • Apple May Lose The Smartphone War To Google [View article]
    Wow, quite the debate (as it always is on any article about Apple). I am not an Apple evangelist, own an iPad, but use Windows PC and an Android phone.

    IMO, the line of thinking re: defining "luxury" is a bit, although not totally awry. The analogies re: cars are mostly awry. What needs to be factored in is the absolute dollars involved in "premium pricing".

    A lot of people really, really want a BMW but simply cannot afford it and there's no way they can qualify for the loan or pony up the cash. It is FAR less of a stretch to pay the absolute dollar premium to get an iPhone vs. some of the Android alternatives. In the US, the worst case scenario is $200 w/ contract vs. free w/ contract. While that may allegedly be an "infinite" mathematical difference, it's only $200. The urban lower class are shelling out $350 for Air Jordans, they'll pony up the dough for an iPhone if they really like it and/or it's the "it" phone to have.

    While I acknowledge that the situation and household capabilities to pay the absolute premium in certain parts of Asia is a bit different story (US doesn't know what "poor" really is), the size of the middle class is growing rapidly in many of those parts, especially China. With apologies, to engage in stereotypes, the Chinese appear to display even more prestige/brand/fashion consciousness than Westerners, so they'll stretch for the "it" phone if at all doable... which again, is far less of a challenge than for a premium car -- and is getting to be less of a challenge with laptop devices.
    Sep 8, 2012. 10:39 AM | Likes Like |Link to Comment
  • Apple May Lose The Smartphone War To Google [View article]
    I had a restaurant that went under. It too had "people". But we weren't bailed out.
    Sep 7, 2012. 03:24 PM | Likes Like |Link to Comment
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