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Canadian Red Neck

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  • Apple's Xiaomi Problem [View article]
    In my opinion, low cost Chinese smartphone companies like Xiaomi may not take market share from Apple, but they will cause average sale price of smartphones to drift downward. For sure, all non-Apple companies like Samsung, LG, HTC will be affected first, Apple will eventually be affected too.

    I have been looking to upgrade to a new laptop or hybrid. I checked into both Windows based PC and Apple Mac Book Pro (My children use MBP and have been trying to convert me). One thing I noticed while doing comparison shopping was that the premium between MBP and Windows based PC is not as great as it used to be. Most recently. Apple upgraded MBP and dropped the price by $100. I believe that Apple recognizes that market share is important for some of the businesses they plan to get into, like mobile payment and audio/video streaming.
    Jul 30 02:40 PM | Likes Like |Link to Comment
  • Apple's Xiaomi Problem [View article]
    Xiaomi's major shareholders include Tamasek (Singapore government investment company) and Qualcomm. I don't think they are so stupid to invest in companies that are doing stupid things. Anyway, I don't think designs of Xiaomi's phones are copies of iPhone. For starter, it does not have a home button.

    By the way, Xiaomi is already for sale in Hong Kong, Taiwan, Singapore, Malaysia plus a few more.
    Jul 30 10:37 AM | Likes Like |Link to Comment
  • Apple's Xiaomi Problem [View article]
    I believe that Huawei is No. 1 in networking and Lenovo is No. 1 in PC.
    Jul 30 01:59 AM | 2 Likes Like |Link to Comment
  • Apple's Xiaomi Problem [View article]
    Let's see what happened to many industries in western countries with the business approach that we do not go after the low end:

    - Radio and stereo
    - TV
    - Automobile
    - Clothing
    - Shoes
    - Camera

    These are just a few industries that came to mind. First, it was the Japanese, then, Taiwanese, Korean, now Chinese. We gave them a beach head at the low end. Before we even realize it, they are attacking the full price spectrum.

    Yes, Apple is making good margin at the end. Just remember that for every customer who did not buy Apple, it is a customer who is lost for 2 years and may upgrade to higher end of the same manufacturer.
    Jul 29 10:24 PM | 4 Likes Like |Link to Comment
  • BlackBerry rallies after Chen talks partnership efforts [View news story]
    People from Hong Kong and Taiwan are major investors in China. Foxconn is one of the well known ones. I worked in China for 3.5 years. You would be surprised how capitalistic China has become.
    Jul 27 08:15 PM | 2 Likes Like |Link to Comment
  • BlackBerry rallies after Chen talks partnership efforts [View news story]
    It is to be executed as a business joint venture with each company bringing their strength to the venture, not a sale of the company. Just like what Apple and IBM did recently.
    Jul 27 08:08 PM | 1 Like Like |Link to Comment
  • BlackBerry rallies after Chen talks partnership efforts [View news story]
    I believe that Lenovo just bought IBM's server business recently. So they may be interested in adding BES network to their new business.
    Jul 27 08:05 PM | 1 Like Like |Link to Comment
  • BlackBerry rallies after Chen talks partnership efforts [View news story]
    What about iPhone and iPad? I believe they are made in China.
    Jul 27 11:08 AM | Likes Like |Link to Comment
  • BlackBerry rallies after Chen talks partnership efforts [View news story]
    I believe John Chen is Chinese by descend. As such I am quite sure he is a student of Sun Tzu's Art of War and the Chinese classic Warring Period. In Art of War, Sun Tzu advocated fighting from one's strength and putting one in a position of "Cannot Lose". There is a major difference when compared to winning. Being in a position of "Cannot Lose", one lives to fight another day. I believe this is what John is trying to do with all the recent maneuvers.

    In Warring Period, there are many kingdoms in China. Many alliances were made for survival reason. Strong kingdoms became weak for a variety of reasons and eventually vanquished. Weak kingdoms became strong and king of the hill.

    History repeats itself. Apple is king now. That does not mean it will be the winner all the time. One only needs to remember Apple's history. BlackBerry is down in the dump now. It may disappear tomorrow. But it may also rise again tomorrow.

    In the fast moving arena of high technology, it does not take too many mistakes to end up in the dump.

    I have a small position in BlackBerry. Got in at $7.90. So far so good.
    Jul 26 06:29 PM | 3 Likes Like |Link to Comment
  • BlackBerry rallies after Chen talks partnership efforts [View news story]
    I think Blackberry should partner with a couple of Chinese companies to provide secure network and services within China and through secure gateways to connect with BES network outside of China. I believe Microsoft has done something like this for their cloud service in China.
    Jul 24 03:34 PM | 3 Likes Like |Link to Comment
  • Tesla tumbles on big drop in Norway sales [View news story]
    At present, in Canada, a fully loaded Civic is priced at about C$28,000 before negotiation. Not US$35,000 (about C$37,000).
    Jul 2 11:40 PM | 1 Like Like |Link to Comment
  • Apple Dithers While Google Reinvents The Smartwatch [View article]
    I don't believe that Jonny Ive and Paul Deneve think that they are the only great designers. If they are so arrogant to think that they are the only ones, that will be their downfall. I am quite sure that they have respect for their competitors and look at the designs of others.
    Jun 27 12:50 PM | 1 Like Like |Link to Comment
  • An iWatch Cannot Move The Needle Much [View article]
    Assuming that Apple can come up with a device that can monitor all the necessary parameters relevant to our health or life span and convince the government that it is a good thing to get the populace to use it. You know, reasons like good for health and cost saving. Well, basically, we have been reduced to a piece of machinery.

    I used to work as a maintenance manager in a big plant. We monitored all the equipment and came up with terms such as "Mean Time To Repair", "Meantime To Failure" and so on and so forth. So we did preventive maintenance or we "Replaced" or we "Salvaged" for parts depending on what the monitoring data told us.

    Well, welcome to "1984" & "Soylent Green". Talk about irony here. And we volunteer to subject ourselves to all these invasive monitoring. May be one day, our government will decide how we should live and how long we are allowed to live.
    Jun 23 01:29 AM | Likes Like |Link to Comment
  • An iWatch Cannot Move The Needle Much [View article]
    Monitoring your fitness level is one thing. Depending on the training program, we have target heart beat and so on. I do that.

    Monitoring for health is another thing altogether. What to do with the data? Is the individual qualified to use the data? Are the doctors prepared to give out diagnosis without actually seeing the patients? I have two brothers who are doctors. I am quite sure they won't give out any diagnosis without actually seeing their patients. Are we then going to depend on "Virtual Doctors"? Then, what are the legal implications?

    I can just visualize this scenario. An old couple (old people are more worried about their health) is having their evening fun in bed. Blood pressure builds up, pulse hastens. Alarm level reaches. Smartphone sends data to "Virtual Doctor". Diagnosis made. Heart attack imminent. Ambulance dispatched. Paramedics arrive to find the happy couple relaxing in bed after a vigorous exercise.
    Jun 22 11:58 PM | 1 Like Like |Link to Comment
  • An iWatch Cannot Move The Needle Much [View article]
    According to my google search, there are already a few approved CGM systems on the market. Basically, it consists of a small sensor which is inserted beneath the skin and send out signal by wireless transmission to a monitor. Currently, these systems are not as accurate as the conventional prick and test systems. It also has to be replaced every few days to a week.

    If this is one of the health parameters that Apple is thinking of monitoring, then we are talking miniaturization. The technology will not be unique to Apple. If the market does develop, others can follow suit.

    A few years back, my doctor told me that I was at risk of developing Type 2 diabetes. Well, I went through the regular prick and test routine, changed my diet and life style. My blood sugar level is now under control so now I only check every so often.

    What I am trying to say here is that continuous glucose monitoring is not necessary for most people. Well, may be those with chronic Type 1 diabetes or the hypochondriacs. So, it is possible this particular market could be quite small.
    Jun 22 04:27 PM | 3 Likes Like |Link to Comment
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