Seeking Alpha

ldgregg

ldgregg
Send Message
View as an RSS Feed
View ldgregg's Comments BY TICKER:
Latest  |  Highest rated
  • This Google Opportunity Could Spell Serious Competition For Facebook [View article]
    Based on my experience in what it takes to successfully support mobile app developers, I'd recommend that GOOG make a greater investment in developers and strengthen their DEVELOPER SUPPORT organization.
    Jul 31 02:44 PM | 3 Likes Like |Link to Comment
  • Fire Phone plunges on Amazon's electronics bestseller list [View news story]
    This is a problem in announcing something so far in advance of being able to deliver. While pre-orders may work well for Apple, I've never seen any other device maker pull it off. Even Apple doesn't announce so far in advance of availability. Consumers are waiting for the competitive offers - including a better one from AMZN (which will undoubtedly come in holiday season - only a few short months away). While the Fire phone has promise, AMZN should have announced when they had the ability to begin shipping.
    Jul 2 01:57 AM | 2 Likes Like |Link to Comment
  • Amazon: Fire Phone Is A Flop [View article]
    Except that you are still limited. This is a GSM phone and the only other carrier in the US is T-Mobile.
    Jun 25 12:49 AM | Likes Like |Link to Comment
  • Amazon: Fire Phone Is A Flop [View article]
    Great point. It may get to a free phone offer!
    Jun 25 12:41 AM | Likes Like |Link to Comment
  • Amazon: Fire Phone Is A Flop [View article]
    I'm an avid reader and went for the Nook color several years ago when it first came out. I hacked it to Android because I couldn't bear the closed environment. I bet you can do likewise with the Fire products.
    Jun 25 12:38 AM | 1 Like Like |Link to Comment
  • Amazon: Fire Phone Is A Flop [View article]
    I'm talking the contract price. Look carefully: http://amzn.to/1phFJVY

    So, $199 minus the $99 year of Prime gets the phone down to $100. No one in their right mind would pay $649 for any phone.
    Jun 25 12:34 AM | Likes Like |Link to Comment
  • Amazon: Fire Phone Is A Flop [View article]
    I was impressed by the announcement and demos last week, but after many years in the tech business, know that there's a difference between a demo and actually using the device. I feel it's too early to declare a success or failure given users won't be able to touch the Fire for about a month. Speculating about sales volume based on rank on Amazon really isn't accurate. None of us really have a read on what the pre-sale volume looks like.

    There are some pretty compelling features, particularly for Prime users who consume Video and Music content. Speaker quality is promising as is the spec on the camera (though Nokia's Windows Phone has higher camera quality).

    I'd say that if AMZN is creating a closed-loop environment here by excluding Google Play app downloads, that's going to be a costly error for them. If it's an Android platform, but not quite, it won't be very appealing to existing Android users out there. I see this as no threat to Apple. I cannot envision any iPhone user ditching it for the Fire.

    As for carrier choice, I see the AT&T exclusivity as limited. AT&T and AMZN have had a long-term and successful partnership, so the exclusivity coming out of the chute is no surprise. If the Fire flies, Amazon will have to get it into other carriers in order to expand their base.

    The pricing/offer on the Fire phone will appeal to heavy AMZN and Prime users. Bundling in a year of Prime effectively takes the phone cost down to $100. The offer of unlimited photo storage on AWS is also pretty neat for those of us who have tons of photos.
    Jun 24 04:21 PM | 2 Likes Like |Link to Comment
  • Amazon Is Not Phoning It In [View article]
    Agreed, the iPhone is something else. However, if I were Samsung I be worried. Very worried.
    Jun 19 12:32 AM | 4 Likes Like |Link to Comment
  • I Predict Record Sales For iPhone 6 - High Resale Value Of iPhones Is Prima Facie Evidence [View article]
    I agree with you. High resale values of used iPhones is a factor in getting many consumers (like me) to move to the latest. I believe there's a huge base of 4S users who are waiting for the 6. I'll be one of those selling my 4S's on Amazon and hopping to the 6.
    May 17 06:50 PM | 13 Likes Like |Link to Comment
  • Actually, Apple Should Buy Nintendo [View article]
    I disagree that Apple is behind Google/Samsung "gaming-wise".

    First, if you're looking at number of games on the AppStore vs. number on Google Play, a big factor to consider is quality control. Apple has a quality review process. Google does not. Any developer with $25 can upload a game to Google Play and GOOG accepts it with little/no scrutiny over quality OR SECURITY.

    Second, take a look at the segments in gaming. Apple doesn't have a lot of upside with Nintendo. The platform, while once novel and leading edge, is far from that today. Game developers are focused on other platforms (you know who).

    Nintendo is one of those companies that lost touch and didn't have its hands on the pulse of the market. So it is where it is. I doubt Apple or anyone really sees it as an asset today.
    Mar 7 10:02 PM | 1 Like Like |Link to Comment
  • Bloomberg: BlackBerry to get major boost from Ford [View news story]
    Say it ain't so! The Ford guys really need to think about the a mobile customer base and seriously check out iOS in the Car.
    Feb 23 03:28 AM | 4 Likes Like |Link to Comment
  • Microsoft reportedly paying OEMs $2.6B in 2014 to make Windows Phones [View news story]
    I see Windows Phone as more important than ever to MSFT. Not merely to hold a place in the mobile space, but to strengthen other Windows products by having continuity and connectivity across platforms (including Xbox). WP is performing very well outside US and I believe there is a great story to tell in the enterprise (high value) segment. MSFT just needs to articulate it well.
    Jan 20 03:45 PM | 1 Like Like |Link to Comment
  • Microsoft reportedly paying OEMs $2.6B in 2014 to make Windows Phones [View news story]
    Interesting. So that’s somewhere around 15-20 million units. My bet is they can do better than that. The 2014 worldwide mobile device forecasts are coming in around 2.5 billion units. MSFT has a great opportunity in both Europe and Asia. Assuming forecasts are about right, that’s only 1% of the potential market. I think MSFT (Nokia) will have a separate lineup of Android devices. After all, they derive revenue from Android sales, too…
    Jan 15 06:09 PM | 1 Like Like |Link to Comment
  • Mulally staying at Ford, Microsoft -1.7% AH [View news story]
    Good news for F; bad for MSFT. There have been a number of remarks about Mulally's not being a tech visionary or IT guy. Let's not forget where this guy came from. Everything he does drives IT development - not to mention revenue and profitability. He's also MSFT's best telematics customer, having dropped Sync into most Ford models. Besides, Mulally has lots of expertise running and turning around big tech, aero, and auto companies - just the kind of guy you want as a CEO of a big tech firm, not some guy steeped in IT or knocking around in a research lab.
    Jan 7 05:54 PM | 9 Likes Like |Link to Comment
  • WSJ: Amazon launching streaming set-top for holidays [View news story]
    It will never make it at that price point. If it's got the same base as AMZN's Video and Music streaming apps, it will be a mess. They need to learn to optimize their streaming apps first (check out what AT&T's ARO did for Pandora, for starters).

    As for the question of being on other platforms, AMZN has had the good sense to put their apps (Kindle, etc) on everything that has a battery or cord.
    Oct 4 01:04 AM | 1 Like Like |Link to Comment
COMMENTS STATS
41 Comments
76 Likes