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Kevin Murphy

Kevin Murphy
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  • GT Advanced Technologies' Patented Solar Beast 'Hyperion' Is Commercially Available [View article]
    How do they power the accelerators? Is it a huge cost in electricity? Are they using solar power somehow? Or putting their plant near waterfalls for cheaper juice, like GOOG & AMZN do?
    Aug 1 02:20 PM | Likes Like |Link to Comment
  • Apple's 'Healthbook': Exactly What The Doctor Ordered, Especially For Women Like Me [View article]
    This is an excellent comment, thank you. And very well written. Are you involved in this kind of work in some way? You have obviously been thinking deeply about the use of information in health care.

    Thanks again.
    Jul 29 10:12 PM | 1 Like Like |Link to Comment
  • Apple's iWatch Counting Down To The End Of The iPod [View article]
    Yep, the watch can just buckle into a bicep band, which just might hold an extra battery that recharges the watch. Or as someone else said, use the motion to generate electricity. I see kids wearing shoes with integrated LEDs that sparkle with each step...
    Jul 28 10:17 PM | Likes Like |Link to Comment
  • What Lies Ahead For Apple [View article]
    Blair has not been silent.

    His voice has risen a couple of actives and only the dogs can hear it.
    Jul 23 10:20 PM | 1 Like Like |Link to Comment
  • Apple beats EPS estimates, but guides light [View news story]
    Remarkable beat on iPhone when everyone knows the products will be updated within months. Same for Macs, the new products were not out yet during this reporting period. We are just beginning to see the potential of AAPL to be both the Win and the tel of the old Wintel duopoly.

    The most important devices for the sales & marketing side of corporations are becoming the iPad and iPhone. They both run iOS compatibly. This makes it so much simpler for IT execs to solidify on an AAPL platform for apps for their field sale force. Not to mention security and reliability over Android devices. Also consider that sales reps don't want to be carrying cheap Samsung phones or pads in front of customers.
    Jul 22 05:33 PM | 4 Likes Like |Link to Comment
  • Update: Apple's New Health App Has Fitness Tracking And Caffeine Monitoring Features [View article]
    If it could make the coffee and also go to the health club for me, that would be real innovation!
    Jul 10 03:26 PM | 3 Likes Like |Link to Comment
  • Apple: AT&T Can Help Sell The iWatch [View article]
    I'm old enuff to remember when there were multiple competing PC platforms, most of which went away after a couple of years. Remember the Xerox PC, or DEC's PC? Exactly!

    The initial PC battle was won by the platform that had the most apps and could connect with other networks. Almost no one bought the PCs that were obviously never gonna have the apps and connectivity that the leader had. Apple was the exception because of its niche in the artist and designer community.

    Now, who has the advantage in apps? Who has the smartest developers working for it? Who has staked out the healthcare industry as a prime focus? Who has the best integrated platform across devices? Who has the best record on security and privacy (especially important for healthcare monitoring apps)?

    I think Apple wins in all cases, and they also have the best product designers, best merchandisers, and they've been hiring folks skilled in retail and style trendsetting.

    There is no product category with a wider price range than watches - from 20 bucks to $2 million bucks, just for something that tells time. Clearly, this is a fashion item, ,pst people are more concerned with what the product says about them than how the product works. I think Apple has both sides of that bet -- they have the style side and ego side buttoned down, and they are best positioned to provide the most functions.

    Not to mention the fact that I, for one, would never trust a Google product on my wrist. Would it be taking pictures from my device and putting them on Google Maps? Selling my whereabouts info to advertisers without my permission? Selling my wife info on my girlfriend (if I had one, which I don't)?

    I think Apple has outflanked both GOOG and MSFT in this product sector, and neither is well positioned to become a major player.
    Jul 8 01:04 PM | 3 Likes Like |Link to Comment
  • An Inquiry Into The Wealth Of Renewable Energy: Part II [View article]
    Thanks for the article, very clearly presented.

    You mentioned energy storage several times. Are you following developments in that sector? That would be a good topic to focus on in a separate article.
    Jul 2 11:56 AM | 2 Likes Like |Link to Comment
  • Apple's Latent Rates Of Revenue Growth [View article]
    I've noticed local restaurants using iPads as menus, order forms, and payment terminals, all at your table. The next step is for the place to move totally to AAPL for all of its business needs.
    Jun 29 10:57 AM | 8 Likes Like |Link to Comment
  • Apple Dithers While Google Reinvents The Smartwatch [View article]
    I have not heard, but I would not be surprised if somewhere out there, a few guys are already working on watch bands for the iWatch, so we can have several different styles of band that change the look of the watch.

    Maybe we'll see one in a Burberry plaid? One by Porsche design?

    And maybe the face can be variable, so that it can adopt the look of a Rolex or Cartier, or a sports team logo, or Game of Thrones, when it is in sleep mode. Someone somewhere is working on this, maybe the guys who develop ring tones?
    Jun 28 06:16 PM | Likes Like |Link to Comment
  • Apple's iWatch May Have A 37% Net Profit Margin [View article]
    Mickey Mouse watches are a fashion item, right? And collectibles for the vintage models.

    Having said that, I'm guessing that like other watches, the watch band is replaceable. You can have a sport band and a business band with different looks. Watch band makers will then create other models -- bling, macho, athlete, nerd, Sierra Club, maybe even a Burberry Plaid.

    Jun 25 10:46 AM | 2 Likes Like |Link to Comment
  • Apple's Venture Into Mobile Medical Applications: A Game Changer? [View article]
    I met a guy last weekend, a PhD biochemist. He works for L'Oreal, the cosmetics firm, and he's based in San Francisco. His job is to monitor the tech developments, and his company is paying attention to sensors that can be worn on the body, like say, on the wrist.

    They want to know specific things about body chemistry, like for example, is it time to put on sunscreen, or a skin moisturizer.

    Jun 13 01:16 PM | 3 Likes Like |Link to Comment
  • Apple's Venture Into Mobile Medical Applications: A Game Changer? [View article]
    Good comments, made me smile. I'll add another one you forgot:


    Could there be a better name for a remote doctor service?

    Jun 13 01:10 PM | 1 Like Like |Link to Comment
  • Apple And Skyworks Are Both Heading Skyward [View article]
    Apple's clients are primarily affluent folks. Affluent folks tend to be health conscious, young and old and in the middle.

    Young apple users tend to introduce their parents/grandparents to AAPL products. It's a lot easier for them to be the family IT support group if the whole family is on iOS. My son already has iPads for his 5 & 8 year olds.

    So if an old fart like me wants a health monitor, guess whose I will choose? I already use my daughter's hand me down iPhone, and I look forward to getting her iPhone 5 when she gets a 6.

    That's the way it works with my contemporaries. We don't move to Samsung when we get old. It does not save any money to move to Android, but it sure would cause a lot of bother.
    Jun 7 08:10 PM | 2 Likes Like |Link to Comment
  • Benitec: Where To Venture Next? [View instapost]
    Any chance that Benitec approaches Gradalis with a JV deal where Gradalis gets to use all Benitec patents for free? The alternative being that Benitec aggressively enforces patents, thus soaking up Gradalis funds in legal work.
    Apr 8 11:00 AM | Likes Like |Link to Comment