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Heinz Doofenshmirtz

Heinz Doofenshmirtz
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  • 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.

    http://abt.cm/1bPHMLL

    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
  • Dive in corn prices has farmers planting beans [View news story]
    Beans, beans, the magical fruit...
    Mar 30, 2015. 11:10 AM | 1 Like Like |Link to Comment
  • Microsoft Still A Growth Story [View article]
    Me no how to spell "there". Sigh.
    Mar 25, 2015. 02:23 PM | Likes Like |Link to Comment
  • Nobody Wants To Be Seen In A McDonald's: Problem Or Opportunity? [View article]
    When I think of McDonalds, I think of a not-so-healthy Quarter Pounder and Fries. When I think of Chipolte, it's a healthy burrito (if you go without the wrap or adjust your daily caloric count for its near 500 calories).

    On the other hand, McDonald's has always been near the top of companies with the top supply management chains, and if minimum wages ever got pushed up to the $15/hr that's been bandied about, I would think that McDonalds would be one of the lead innovators in substituting automation for low-skill labor.

    Then I look at that ~20 P/E, and it seems as if Mr Market has adopted the latter perspective, that McDonald's will have no trouble adjusting.

    I'm not gonna pay a multiple of 20 for "no trouble adjusting".
    Mar 25, 2015. 01:59 PM | 1 Like Like |Link to Comment
  • Microsoft Still A Growth Story [View article]
    As did I (went longer), same day.
    Mar 24, 2015. 04:49 PM | 1 Like Like |Link to Comment
  • Microsoft Still A Growth Story [View article]
    Agreed.

    As Steve Jobs used to say, "Simple can be much harder to achieve than complicated, but when you get their, you can move mountains."

    If Microsoft comes reasonably close to its goal of refactoring its code such that most redundancies between desktop, web, and mobile platforms are eliminated, not only will it offer developers a write-once, deploy-anywhere environment with fewer constraints than other ecosystems, but it will also become much more nimble itself.

    Furthermore, call me a Microsoft fanboi, but I just can't see spending $600-$800 on a phone (the car) when the data service can be had for $300/year at T-Mobile (the gas). I could see forking over that kind of dough to get the best experience when wireless would cost about the same, but now I think the "best value" point is $100-$200 and do it again when a better option comes out (without breaking the bank).

    I'm happy with my Windows apps, and I gotta believe the WinPhone will gain market share at the bargain point when Windows 10 comes out.
    Mar 24, 2015. 04:49 PM | 5 Likes Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    Well, we could look over the pond to Europe to see how they do it over there.

    And look carefully. Little job creation over the past 30 years.

    Oh, and as to who is going to pay for it? Guess who leads the OECD countries with the highest percentage of household taxes* paid by the Top Ten Percent? Did you guess the US?

    If we're going to go to a European-level of taxation, the middle class had better get ready to pay its fair share, because in the US, the upper class has always been the target, and you can only go to that well so often, as the European taxation model proves in practice.

    *Household taxes includes all taxes paid by households, including Social Security, Medicaid, etc.
    Mar 23, 2015. 01:10 PM | Likes Like |Link to Comment
  • 'The U.S. Is Broke' [View article]
    Keep in mind that other than for those that qualify under present law to the current payments (as long as that law governs), entitlement recipients HAVE NO IRREVOCABLE CLAIM to their future entitlements.

    There is a social contract, which is enforced by politics alone. But when/if the situation gets bad enough that the politics favor cutting entitlements for the older retired class over increasing the burdens on the young producing class, then entitlements will be cut.

    It may produce an equilibrium that is based on the young vs the old, but the degree of freedom is there to "solve" the problem. It won't be pretty for many that are expecting more out of Social Security, et. al., but when the markets start telling us there is not enough money and these alternative measures need to be tapped (entitlement reductions or tax increases), they will be tapped.
    Mar 23, 2015. 01:02 PM | Likes Like |Link to Comment
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