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  • Google's Slow-Motion Strangulation [View article]
    Apple is quite vulnerable long-term; as smartphones mature they will come down in price and margins will compress. Hence the search for the next trick, which they have done quite well - iPad and now the watch (doubt it will be as big as main drivers, but they are doing the right thing by innovating).

    GOOG's problems are different, but like Microsoft's in a way - they depend on desktop for advantage. Android is good for GOOG but not as good as desktop-based search.

    Dominance is fleeting in tech.
    Apr 15, 2015. 09:38 AM | 2 Likes Like |Link to Comment
  • How Far Could Stocks Fall Monday? [View article]
    "While the market will decide when that point has been reached, our guess is we are not there yet, meaning if Fed President Dudley wants to talk up the stock market on Monday, he will be successful."

    Mission accomplished.

    I am frankly surprised at the reaction today. Iran deal is not a deal, so oil goes up, so market goes ... up?!?

    Bad news wont be good news because Fed is holding off, but wasnt that overdetermined last week by prior weak reports?!?

    So up on energy and dollar losing steam, even though earnings will come in weaker anyway?!?

    Some days you gotta just let Mr Market do his crazy thing. Going up today only sets us up for more disappointment on economics reports later.
    Apr 6, 2015. 04:04 PM | 2 Likes Like |Link to Comment
  • Oil Will Bottom In 3 Weeks: A Comprehensive Analysis Of Domestic Oil Production [View article]
    And if WTI stays at 60 for 2 years? What's it worth then?
    Mar 24, 2015. 10:54 AM | Likes Like |Link to Comment
  • Is Residential PV Solar More Trouble Than It's Worth? [View article]
    Exactly. Many hundreds, even thousands, died in the coastal fishing towns in Japan's coast. Are they saying to stop all fishing because of those deaths?
    Mar 23, 2015. 12:44 AM | 1 Like Like |Link to Comment
  • Is Residential PV Solar More Trouble Than It's Worth? [View article]
    "Nuclear Power cannot be ramped up or down more very much. It's basically just good for providing "base" power."

    For light water reactors, this is true.
    But next generation liquid salt reactors can be 'load-following' and Charles Forsberg (MIT) came up with a brilliant combined-cycle idea to combine nuclear and gas turbine for peaker generation in a single plant.
    Future nuclear power CAN be ramped up and down.
    Mar 23, 2015. 12:43 AM | 1 Like Like |Link to Comment
  • Is Residential PV Solar More Trouble Than It's Worth? [View article]
    That is indeed the real problem. here we are, arguing over how safe or not 1960s technology.

    Might as well be arguing over whether a '68 Chevy gets good mileage.

    Government is killing nuclear through tight regulations that prevents innovation and improvement. Government is also killing nuclear by starving R&D to the point where we have no built a single research reactor in 30 years! The book "Plentiful Energy" is the story of the Integral fast Reactor, a safe, cheaper, cleaner reactor ... killed in the Clinton administration by adamant anti-nuclear activists.

    As for subsidies, nuclear gets a fraction of what renewables have been getting, especially relative to its output. had we had government invest even a tiny amount in nuclear R&D, we'd have the next generation of nuclear power technology up and running.
    Mar 23, 2015. 12:41 AM | 1 Like Like |Link to Comment
  • Is Residential PV Solar More Trouble Than It's Worth? [View article]
    "Nukes and safety. What about Fukushima which was supposed to be safe? "

    It survived a near 9pt Richter scale earthquake, and then a Tsunami came and took out backup generators and main power both via flooding. The nuclear plant was basically out of power for several days, preventing cycling of water to keep reactors cools.

    This disaster killed tens of thousands of Japanese, as terrible earthquakes and tsonamis will do . I don't believe there were many (or even zero?) deaths from the Fukushima nuclear accident.

    The industry has learned some from the design weaknesses, but the #1 issue was the plant placement. second, was lack of good backup systems. Now, the nuclear power industry in the US has developed a 'quick response' to provide backup power and other equipment within 24 hours.

    Third, though, is that better nuclear design than this 1960s design is possible. Passive cooling systems are in the latest designs, and more tolerant fuel rods are possible than the zirconium.

    We could learn from this and build even safer nuclear plants, or we can run away and hide from a good technology.
    Mar 23, 2015. 12:26 AM | 1 Like Like |Link to Comment
  • Is Residential PV Solar More Trouble Than It's Worth? [View article]
    Actually, nuclear is only 0.7% efficient wrt U238, which is 100x more abundant than U235. It's more than 100% efficient wrt U235 because nuclear power 'breeds' enough U238 into Pu239 while fissioning the U235, so it generates more power than from the U235 alone. We could do alot better, as in 60 TIMES better, if we had long-cycle breed-n-burn fuel cycles that used up the latent energy in U238. Right now, with our once-through cycles, we throw away about 97% of the usable energy in the used fuel and call it 'waste'.

    We could fix that with new types of nuclear power plants. But that would require nuclear R&D to take us to next generation nuclear power and the anti-nuclear folks have killed that off, like they killed off ANWR for 30 years. We should revive nuclear R&D.
    Mar 22, 2015. 11:44 PM | 2 Likes Like |Link to Comment
  • Is Residential PV Solar More Trouble Than It's Worth? [View article]
    Nukes are more than viable, they are almost 20% of generation and if we hadnt cut off R&D on nuclear tech, we'd have it cost 1/2 as much and beat out all alternatives by now.

    I came to this article via a search for statistics on PV cost trends.
    PV solar is decreasing in cost by about 7% a year, and will be cost-competitive with other forms of electric generation by 2035 or so.

    It makes no sense to force subsidies to boost solar at this time. First, it is subsidizing expensive solar now. Second, the solar will get cheap enough in 10 yeas that it wont need the subsidy.

    Rather, support nuclear and solar R&D - to get us to cutting the cost of both by 2x - and in 2030 build out a 40% nuclear (for baseload) and 30% solar+wind (intermittent) and 30% natgas+hydro (peaker) electric generation solution. It would cut out emissions by 4x and be CHEAPER than our current grid.

    And yes, we have 300 years of coal to burn if there was no other choice left.
    Mar 22, 2015. 11:15 PM | 1 Like Like |Link to Comment
  • Intel's Sell-Off Might Continue, But Get Your Buy Orders Ready [View article]
    AAPL sells hardware that is no better than the clones inside.
    And the software in the competition is just as good ...
    just not as well 'branded'. So be it.
    Mar 11, 2015. 01:07 PM | Likes Like |Link to Comment
  • Intel's Sell-Off Might Continue, But Get Your Buy Orders Ready [View article]
    Win10 on a 'air' type light laptop sounds like a winner, but then
    these have slot share to tablets (iPad) with ARM inside, to chromebooks, to Macbook air, etc.

    I have a desktop PC at home, . Last one I'll own. They are obsolete now vis a vis laptops.

    The real reason to own Intel is that no other company in the world is making the CPUs for the backbone of the internet - the data center aka 'cloud'. Even without large growth, they have a lock there (attempts by ARM to go there havent paid off). For that reason alone

    If intel can get its act together on mobile, they could have some share there, but ARM is extending not retreating in the embedded (internet of things) world and extending from mobile into various 'edge' devices, from wearables to tablets.

    INTC should buy NVidia and embrace ARM in their portfolio and try to win in this space. They have the process tech to beat the Samsung/TSMC side if they wish.
    Mar 11, 2015. 01:05 PM | Likes Like |Link to Comment
  • Does Reading Seeking Alpha Really Help Beat The Market? A 5-Year Meta-Analysis [View article]
    That was one of my concerns as well.
    If you take out some winning high beta home runs like TSLA and Netflix, does the effect remain? Can it be adjusted for beta?
    Mar 10, 2015. 06:19 PM | 1 Like Like |Link to Comment
  • Apple: Android Photography Is About To Take A Huge Quality Jump [View article]
    "Android's fragmentation problem"

    It's not a 'problem' to have close to 80% of the smartphone market and many manufacturers competing to create the best products on this platform.

    Android vs iOS doesnt matter anymore to user experience.
    http://cnet.co/1EuenCO
    Mar 9, 2015. 12:20 AM | 1 Like Like |Link to Comment
  • Apple: Android Photography Is About To Take A Huge Quality Jump [View article]
    Here's latest market data:
    Android still dominates the market with a 76.6% share in 4Q14.
    They are selling close to a billion phones. ALL smart customers want something that does the most for them, works and is 'cheap'. This " the expensive Android phones don't sell anymore" is bunk. The S6 I'd wager will be Samsungs biggest selling galaxy ever. Android keeps growing in unit sales.

    iOS market share peaks in Q4, indicative of the release cycles of iphone vs galaxy etc.
    http://bit.ly/1i2qhnT

    "anyone who is serious about using the latest tech advantages in these devices will go with Apple and IOS, not Android. "
    Silly fanboi speak and not objective.

    In reality, we are seeing design convergence due to competition. Apple fixed their disadvantage in screen size, galaxy is fixing their build quality look-n-feel. And s6 has better battery, faster charging and higher camera pixel res., more memory, heart rate sensor, wireless charging - not on iphone7. I bet when iphone adds these the Apple fanbois will think they invented them!

    http://bit.ly/1A90inN
    Mar 8, 2015. 03:01 PM | 1 Like Like |Link to Comment
  • Apple: Android Photography Is About To Take A Huge Quality Jump [View article]
    I have been a Samsung S3 user and android smartphone user prior. I've always been jealous of the better pics of iphone users. The main issue has not been resolution but poor focus, especially on 'action' shots, so quality was not consistent. Good article, explaining the software advantage Apple has had.

    I'm looking forward to getting an S6. It's going to have a lot of nice features beyond the improvements in the camera.
    Mar 8, 2015. 02:37 PM | 1 Like Like |Link to Comment
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