Seeking Alpha

Heinz Doofenshmirtz

Heinz Doofenshmirtz
Send Message
View as an RSS Feed
View Heinz Doofenshmirtz's Comments BY TICKER:
Latest  |  Highest rated
  • Whole Foods Market increases focus on value brand [View news story]
    <quote>Really, who wants to spend $5.00 on a gallon of milk? </quote>

    The Whole Foods customer. But there are only so many of them.
    Aug 2, 2015. 12:10 PM | Likes Like |Link to Comment
  • Bill requiring California pension funds to sell coal assets moves forward [View news story]
    To buy now or wait to buy later should it fall more...that is the question.
    Jun 24, 2015. 03:38 PM | 1 Like Like |Link to Comment
  • Forget About Rising Interest Rates, Prepare For Q4 [View article]

    You heard it here first. When it comes, QE8 will be referred to as "The Ocho".
    Jun 24, 2015. 01:53 PM | 5 Likes Like |Link to Comment
  • How Uber's Autonomous Cars Will Reshape The Economy By 2025 [View article]
    Methinks semi-autonomous cars could become a reality within a decade or so.

    The autonomous part would take place on a network of lanes/roads upon which only autonomous vehicles are allowed. Much like the toll express lanes, only they'd need to be more ubiquitous. Once on the network, the cloud would control the movement of the cars, with individual car informing the cloud of the desired destination (and any path-specific variations other than quickest arrival).

    Off the network, drivers would still be in control.

    Now, "within a decade" is simply a SWAG that could be fulfilled as prophecy by a very small deployment.
    May 31, 2015. 10:08 PM | 1 Like Like |Link to Comment
  • How Uber's Autonomous Cars Will Reshape The Economy By 2025 [View article]
    People will still be moving around as before, so that traffic won't magically disappear just because automobile passengers will be riding in someone else's car instead of their own.

    For there to be a decrease in traffic, there has to be some other cause, like increased working from home. (Or nobody works anymore...ha.)
    May 31, 2015. 09:57 PM | Likes Like |Link to Comment
  • How Uber's Autonomous Cars Will Reshape The Economy By 2025 [View article]
    Q: "What do we end up doing with excessive free time anyway?"

    A: Working, to meet ever increasing expectations of customers and employers.
    May 31, 2015. 09:51 PM | 1 Like Like |Link to Comment
  • How Uber's Autonomous Cars Will Reshape The Economy By 2025 [View article]
    It's not hard to see a future in which only the rich get to experience autonomous-free luxury resorts.
    May 31, 2015. 09:49 PM | 1 Like Like |Link to Comment
  • Car Industry Panics Over Autonomous Revolution [View article]
    -JD in NJ-: "Our descendants will think us mad for operating vehicles for ourselves."

    Nah. Only the rich will be able to visit autonomous free resorts in which they experience life with real sensations.
    May 20, 2015. 05:10 PM | Likes Like |Link to Comment
  • Microsoft: Continuum Could Turn Windows 10 Smartphones Into Office Computers [View article]
    Jbitzerjr -- While I generally agree that if the data is security-critical, then it's best to keep it "on the company server", I think there are some circa 2015 assumptions in that thinking.

    IMO--abstracting to the most general idea--the computing should be done where it's most appropriate. In 2015 when 99% or so of corporate employee computing involves data that can be naturally centralized, maximizing security means computing is best done centrally on the secure Virtual Machine within the corporate firewall.

    But there are some cases where location does matter. An extreme but obvious example in 2015 are the High Frequency Trading platforms in which servers are physically co-located "next door" to the exchanges for a competitive advantage.

    Also keep in mind the explosion of data and metadata that is and will be taking place. Remember, there was a day when programmers optimized around 64KB data chunks.

    With the growth of the utilization of sensors and wearables, a significant amount of data may not naturally reside centrally within the corporate firewall. And this convenience-metadata will likely not be security-critical. So it may very well make sense to do some of the computing "on the secure Virtual Machine within the corporate firewall" and some locally nearest where the metadata is captured (mixing the results as necessary with efficiently written web service calls).

    The future will tell. But I like Microsoft's strategy. It's the most flexible, capable of responding to either the centralized or distributed models.

    (Long MSFT)
    May 20, 2015. 03:02 PM | Likes Like |Link to Comment
  • Wal-Mart Faces The Long-Lasting Fallout Of The Great Recession [View article]
    The lower ~70% of America is still in the Great Stagnation or Great Recession as real median incomes continue to fall slowly.
    May 20, 2015. 01:22 PM | 2 Likes Like |Link to Comment
  • Car Industry Panics Over Autonomous Revolution [View article]
    "Cyclists want to know they will be seen, and their hand signals obeyed, by autonomous cars."

    You mean the self-driven bikes?
    May 11, 2015. 11:38 AM | 1 Like Like |Link to Comment
  • Car Industry Panics Over Autonomous Revolution [View article]
    "The technology is in place, its just the laws that need to change."

    Consumer demand might also play a small role.

    I can see employers wanting the cost savings. Me personally? The marginal cost of performing the driving role myself is close to zero except for my occasional long distance vacation drive. I've got to think that there's a lot of "I cut my own lawn 'cause I don't like paying for it even though I could" types out there. And at this stage, the liability cost of automated driving has got to be huge.

    Maybe someday a network of interacting cars will keep each other out of accidents, but there are a lot of existing human-driven cars to replace before we get there.

    Plus, a lot of people LIKE driving.
    May 11, 2015. 11:36 AM | 3 Likes Like |Link to Comment
  • The 10 Best Stocks For The Next 10 Years [View article]
    McDonalds is perennially near the top of the Gardner Supply Chain Rankings, so I do agree that it has the wherewithal and resources to reinvent itself.

    However, while McDonalds may be a company everybody loves to criticize, at a P/E of 20, I wouldn't categorize MCD as a stock the collective investment community loves to hate.

    (Oh, I'm long KMI & your MTN Group Ltd & Telefonica S.A. ideas intrigue me.)
    Apr 17, 2015. 04:12 PM | Likes Like |Link to Comment
  • Why Amazon's Dash Button Will Flop [View article]
    After reading this article, my reaction is, "Well, duh!"

    But I wouldn't have thought that before reading the article. Conclusions that are simple and obvious in hindsight are usually the best kind.

    I'm an Amazon shopper. I sort by "Price-Low-to-High". Which often returns a price range for the product covering a number of different options. If the low end of the price range is in the "deal" range, then I click on the product to see if my desired options (e.g. size, color) are priced as a deal. If not, I pass.

    Oh, and this article made me think to ask Google if it had an API to search it for price deals. Apparently not, but there are sites that seem to do screen-scraping and do the hard work for you.

    All this knowledge on someone else's penny! Cool!
    Apr 1, 2015. 03:01 PM | 4 Likes Like |Link to Comment
  • Apple Could Go Down In The Class Struggle [View article]
    Actually, Dana, I take your analysis to be all about the "those people"--the Apple fanbois--that you think are like Yurtle the Turtle and have a need to see themselves as on the top with an Apple product and are willing to pay a middle-class reachable price for that vanity :)

    Interesting take on the Apple customer base. I'm not going to act upon it, but if nothing else, your article gave me a chuckle.
    Mar 30, 2015. 04:09 PM | 1 Like Like |Link to Comment