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  • Twitter opens for trading, shares fly higher [View news story]
    The 15th.
    Nov 7, 2013. 11:57 AM | Likes Like |Link to Comment
  • Windows 8.1 receives good (but qualified) reviews; cheaper hardware arrives [View news story]
    I think the reviews of 8.1 vs. 8.0 have been great. The reviews of 8.1 vs. 7 are still, as you say, mixed.
    Oct 17, 2013. 01:15 PM | Likes Like |Link to Comment
  • Pandora, Like Icarus, Might Fall From The Sky [View article]
    This is a whole new kind of competition for Pandora. Now, the competitor is the platform that Pandora is supposed to run on, which means that Pandora is no longer the "default" choice. iTunes Radio is, Xbox music is. The battle just became uphill--and they have (IMO) no differentiating features with which to defend themselves.

    Another good read on Pandora:
    Oct 17, 2013. 01:13 PM | 6 Likes Like |Link to Comment
  • Apple's 64 Bit A7 - What It Really Means [View article]
    It's worth noting that the A7 is likely underclocked in the 5S--when it is clocked closer to its capacity, for example in an iPad, where a larger battery is available, I think we'll really see what the A7 can do.
    Oct 16, 2013. 05:54 PM | 2 Likes Like |Link to Comment
  • Not Enough People In The U.S. To Justify Pandora Valuation [View article]
    Interesting and well-written. I've been concerned with Pandora's failure to innovate in the space and create barriers to entry for its new competitors...and now, I think it's too late.
    Oct 2, 2013. 12:35 PM | 2 Likes Like |Link to Comment
  • Apple: Don't Overlook These Short Term Risks [View article]
    But that's definitely already priced in. I don't think the author is being bearish, I think he's simply saying that, in the absence of new, positive information, the stock price is vulnerable to short term loss or stagnancy.

    I'm long AAPL, but I agree with this article and have recently taken the profits on many of my calls while I wait for stronger signals to appear.
    Sep 27, 2013. 08:41 AM | 3 Likes Like |Link to Comment
  • Weekend action sobers up analysts' view of iPhone sales [View news story]
    Units, buddy. Units.
    Sep 23, 2013. 09:18 AM | 2 Likes Like |Link to Comment
  • Apple: Stop The Dividend (Icahn Would Likely Agree) [View article]
    It's a lot of money to a person who doesn't have $1.5B to invest... like you.
    Aug 16, 2013. 07:25 PM | 12 Likes Like |Link to Comment
  • Microsoft's Xbox One Decisions Should Delight Investors [View article]
    Bear in mind that, for the most part, you can't "buy" a video game. When you pay money for a video game, you're actually purchasing a license for its use. This license defines how the product can and can't be used (i.e. it can't be decompiled or altered & sold), and it can also define transferrability (i.e. under what conditions you can give the license to someone else).

    While these terms are sometimes objectionable to buyers, the companies that develop these games are not particularly greedy or conniving. They are facing a real business problem--an increasingly distributed spending paradigm embraced by gamers--and they are combating it with the tools available to them. They are neither evil nor outside their rights.

    You mentioned buying a CD. Your license allows you to resell the CD to a private individual, but restricts you from selling it for commercial use. Therefore, just because you bought an album on Amazon doesn't mean that you can make a move and use that album for the soundtrack. Your license restricts you, but differently.

    Likewise, you can sell a book, but you cannot alter and sell that content; nor can you write a story within that "universe" and profit from it. Again, that requires a different license for that product.

    I've been playing Path of Exile recently. It's essentially Diablo 3, but free (really free, as in no character-enhancing microtransactions) and (IMO) better made. As the barriers to entry lower for high quality gaming and the infrastructure that once made large gaming companies invincible starts to become a costly liability, I consider this sort of evolution in the industry inevitable.

    It's not a great "idea", but they have every "right."
    Jun 18, 2013. 04:46 PM | 1 Like Like |Link to Comment
  • Microsoft's Xbox One Decisions Should Delight Investors [View article]
    His intro said OTHER PEOPLE thought PS4 was the winner, and he went on to disagree.
    Jun 12, 2013. 02:24 PM | Likes Like |Link to Comment
  • Why Google Chrome Will Crack Windows [View article]
    You may wish to bear in mind that the US is not the largest market for these two companies.
    Jun 5, 2013. 06:18 PM | 2 Likes Like |Link to Comment
  • Is Time Running Out For Nokia's Stephen Elop? [View article]
    I'm a fan of his recent work. In any case, I'm buying NOK stock and picking up a 920 as soon as its available.
    Sep 21, 2012. 07:19 AM | 2 Likes Like |Link to Comment
  • Jobsian Reflection In Google's Glass [View article]
    In my opinion, the compelling element of this technology is that it reduces the latency between people and information. Think what a difference it's made to have smartphones, and thus to have the internet at your fingertips so you can look up the definition of a word or some bit of trivia in seconds. Now think what would happen if there was no reaching into the pocket, no turning on the phone, no entering a passcode, no opening an app, no typing in a query. Just, "Glass, where's Burger King?" And no disorienting map, either. Just an arrow superimposed onto the street in front of you and a soft glow surrounding your future culinary experience.

    There are other implications too--virtual reality, entertainment--but I think the reduction of latency between people and information is what has inspired lifestyle change in the past.

    Sep 14, 2012. 01:47 PM | Likes Like |Link to Comment
  • Nokia: A Windows Phone 8 Fueled Comeback Isn't Crazy [View article]
    Win Phone 8 IS the second time. Win Phone 7 & 7.5 (which of themselves are pretty darn impressive) are what I consider the first attempt. The original WP7 felt like a beta until 7.5 came out. But I certainly agree that MS's second attempt will be the thing to buy. I certainly can't wait.
    Sep 11, 2012. 10:06 AM | 1 Like Like |Link to Comment
  • Why I Bought Nokia: A Picture's Worth $2 Per Share [View article]
    Would could argue that the performance slow-down is partially due to legacy coding techniques employed by a software development workforce that earned their striped before multi-threading was an important skill to know.
    Aug 7, 2012. 02:04 PM | Likes Like |Link to Comment