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davel

davel
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  • How The Collapse In Energy Prices Will Affect U.S. Growth And Inflation And What That Means For Stocks [View article]
    This article focuses on energy prices.

    What is the effect on the economy of lower energy prices? Certainly lowering the costs of a major componenent of manufacturing is a plus as a steady cheap source of power is good for manufacturing. However it is also good for exporters. Could this be a driver for growth of China especially if the energy sector gets its wish to export oil? Their wage and other costs are lower artificially or otherwise which surely will blunt any positive effect lower energy costs has on this economy.

    There is no evidence that we have higher wages which would increase inflation. Companies have successfully decoupled rising profits from rising wages.
    Dec 22, 2014. 06:19 AM | 1 Like Like |Link to Comment
  • IBM Continues To Crumble [View article]
    I agree
    I was reading the last transcript.
    They have sold the hardware businesses they don't want.
    They are investing in infrastructure and cloud

    The new strategy may not work but for the author to say they have no direction is hyperbole at best
    Dec 17, 2014. 11:22 PM | 1 Like Like |Link to Comment
  • Why I Hate Apple [View article]
    @water buffalo

    You could argue Apple got lucky

    They got lucky with the Apple 1 and the Apple 2
    They got lucky with the laser writer and the Mac
    They got lucky with the iMac
    They got lucky with the iPod
    They got lucky with iTunes
    They got lucky with the iPhone
    They got lucky with the iPad

    They seem to get lucky more than once.

    While I am not arguing the watch will be as lucky as these other products, Apple Pay is a game changer.

    The new watch is the first foray into the Internet of things.

    I say Apple has a plan. They didn't just fall out of bed and get lucky
    Dec 16, 2014. 09:14 PM | Likes Like |Link to Comment
  • Apple: Facing A Challenge From Google's Android [View article]
    Ok.

    I'll bite.

    Since we are mostly discussing mobile here and Apple introduces no innovation.

    Please list 5 companies and their innovative features over the past 5 years.
    Dec 15, 2014. 10:48 PM | Likes Like |Link to Comment
  • Why I Hate Apple [View article]
    If you are paying attention it is the other way around. Samsung is hurting because Apple has diversified away from Samsung.
    Dec 15, 2014. 10:28 PM | Likes Like |Link to Comment
  • Why I Hate Apple [View article]
    Yes Xiaomi is stealing lots of business from Apple. Is that why they barely make a profit and Samsung is struggling? How does Apple dominate the high end and print money while others struggle to break even?
    Dec 15, 2014. 10:26 PM | Likes Like |Link to Comment
  • Why I Hate Apple [View article]
    Xiaomi certainly is doing well in China. However they just got sued by a European company on patents. How does this company and others expand beyond their home country with their current portfolio?

    They certainly cannot enter the American or European market
    Dec 14, 2014. 07:30 PM | Likes Like |Link to Comment
  • Apple: iPhone 6 And 6 Plus Will Hold Their Own Against Competition In Early 2015 [View article]
    You seem to start with the premise that newer is better

    Lg is not really a competitor. Do they even make money in the mobile space?

    Samsungs flagship phones the past few years have been a disappointment. While they will offer new features will this compel the consumer to flock to their product like the Galaxy 3 of a few years ago?

    With Apple finally offering phablet devices there are many consumers who are happy with them. What differentiating feature does Samsung offer?

    If they go hi res as you state how does that affect graphic performance and battery? Just because you can doesn't mean you should. Perhaps after getting their ass kicked by Apple all these years they may understand the lesson

    As for the 810, my understanding is it is a off the shelf ARM big little architecture. Does this make it better than the 2 core A8?
    Dec 14, 2014. 07:24 PM | Likes Like |Link to Comment
  • Analysis: iPhone Sales May Top $50 Billion [View article]
    The stock is down this week.

    Perhaps when they release the numbers the price will rise as they have been selling into end of year
    Dec 14, 2014. 10:09 AM | Likes Like |Link to Comment
  • Why I Hate Apple [View article]
    Which one?
    Dec 11, 2014. 09:22 PM | Likes Like |Link to Comment
  • Apple + IBM Partnership: Mac Opportunities [View article]
    Yes. IT was big iron and then became microsofties. Apple traditionally did not work on the networks for many reasons. Some created by microsoft, some just lack of management tools or problems with features or file formats.

    To this day try having a good see less experience sharing files between Unix and windows. If you don't care about security it is pretty easy. If you do it is not easy.

    Here is another article addressing the ibm hookup

    http://bit.ly/1utZ9o5
    Dec 11, 2014. 09:18 PM | Likes Like |Link to Comment
  • Apple + IBM Partnership: Mac Opportunities [View article]
    Thank you JM

    I didn't know they encrypted the drives and worked on vpn
    Dec 10, 2014. 10:10 PM | Likes Like |Link to Comment
  • Apple + IBM Partnership: Mac Opportunities [View article]
    I get the whole enterprise push series you are writing, but what has Apple really done to address the significant issues supporting the enterprise entails other than to outsource that function to IBM?

    Apple has made some minor changes to play nice including remote wipe features.

    Hopefully Apple doesn't get serious and ruin it's super smooth UI.
    Dec 10, 2014. 06:39 AM | Likes Like |Link to Comment
  • Why I Hate Apple [View article]
    You can't seriously say the Athlon is a mobile processor

    http://bit.ly/1wZt3GC

    How many seconds of walk around time would you get out of it?
    Dec 9, 2014. 10:49 PM | Likes Like |Link to Comment
  • Why I Hate Apple [View article]
    @bart_sst

    Yes. Google purchased youtube for an insane amount of money, however under Google it has grown. They have an agreement with content creators to show media. It is the go to place to watch music videos, many Fortune 500 companies have channels, they have found a way to monetize this medium where bloggers get paid millions for having their channel. While popular before I think Google has made a huge difference in placating the content owners rather than having them shut it down ( like naps tear ) and growing the platform to be a formidable multi media platform.

    Maps is absolutely innovative and disruptive. It is not just a vehicle to get you where you are going but it also is a platform for others to build on. Why do you think Apple built their own me too product?

    Google glass is innovative. While perhaps not the first, it has the ink and captured the imagination of many. It is at the forefront of the Internet of things wave which is the next stage of mobile. Driverless cars are innovative. While auto manufacturers have worked on their products, Google's efforts lit a fire under them. Cars of the future will drive themselves. These vehicles will put thousands out of a job. Think the postal service, ups, FedEx, etc

    I won't go into Samsung. But Samsung has introduced many features into the mobile world. They created the phablet market which Apple just entered
    Dec 9, 2014. 10:44 PM | Likes Like |Link to Comment
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