Heinz Doofenshmirtz

Heinz Doofenshmirtz
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  • Microsoft Introduces The 'Holy Grail' Of Mobile Computing  [View article]
    Yes, there is an app gap in today's app-centric phone world. IMO, Microsoft was wise not to chase that directly with short-sighted strategy and rather focus on their strengths to position themselves to have the most nimble platform--for both Microsoft and developers--as computing becomes ever more pervasive (dare I say continuous?)

    SA author Paulo Santos has a good article that raises some good thought provoking, non-technical, business questions about the incredibly disruptive potential that Continuum offers. The gist of his article--as I interpret it--is that Continuum is so disruptive that Microsoft is likely slow-walking its adoption for current cash flow purposes. But IMO, water finds its own level, and the appeal of such an efficiency improvement will have a very strong attraction/gravity over time.


    Obviously, he isn't clairvoyant--no one is--but let me raise a scenario for a subsequent, more powerful Windows 10 "phone" than the Talkman/Cityman.

    The next "phone" version runs x86--let's call it X86man--and is powerful enough to perform all of your work needs. So your employer provides you with an X86man for your desktop computing. Oh, and its also a phone. And did I mention free to you?

    Now, I know there are times when I don't want my employer listening in to my communications (searching for another job, for example), but 90-95% of the time, I don't care. So perhaps wifey and I ditch the dedicated Cadillac phone-per-person model and use our work device most of the time. Yeah, we share a low cost device for when we want privacy.

    I don't claim that scenario will be exactly what plays out, but I think I know enough to know what I don't know.

    As Steve Jobs said, "Simple can be much harder than complicated. But when you get there, you can move mountains." Microsoft has bought itself a number of options on the future with Continuum.
    Oct 13, 2015. 11:17 AM | 4 Likes Like |Link to Comment
  • Tesla Motors lower after WSJ report on Apple EV  [View news story]
    Maybe it's a head fake
    Sep 21, 2015. 05:20 PM | Likes Like |Link to Comment
  • Chipotle Suffers A Political Hit  [View article]
    Sour cream, yuck. Guacamole, yuck. (A little bit of corn, cheese, and lettuce is my standard at the end.)

    So my only "vice" is the cheese. (I get a bowl.) I think that's fairly healthy.
    Sep 8, 2015. 02:05 PM | Likes Like |Link to Comment
  • Chipotle Suffers A Political Hit  [View article]

    If you skip the tortilla (about 500 calories) and go with a bowl, in my layman opinion, you've got to have a lot healthier option than burgers and fries or pizza.

    Now I think the GMO-free stuff is way overblown--eating the bowl ingredients over burgers & fries or pizza is a slam dunk with or without GMO. But Chipotle still delivers a compelling value, and if they want to hamstring/limit themselves on the carnitas for show, then no one should force them to do otherwise.

    As an investment, however, when is McDonald's gonna stop trying to beat 'em and join 'em instead?
    Sep 8, 2015. 01:59 PM | 1 Like Like |Link to Comment
  • 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