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davel

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  • Apple's Plan To Rethink Television [View article]
    @45cal

    I am curious. Is your landline a copper line? If not your landline is not as indestructible as you may think

    An optical landline is vulnerable to electrical outages. So while it is different from mobile when you really need it you may be out of luck
    Apr 12, 2015. 01:38 PM | Likes Like |Link to Comment
  • Apple's Music Strategy Looks Increasingly Risky [View article]
    You can't make this statement about profit for YouTube

    They don't break out the numbers and have to pay for content
    Apr 12, 2015. 01:21 PM | Likes Like |Link to Comment
  • Surface 3 And Apple Watch - Red Oceans Vs. Blue Oceans [View article]
    Matt Davis

    The Lumia has a hard drive?! I thought everything was solid state?
    That is a funny story.

    The integration you speak of can be had without having one kernel on all devices. As your e ample shows there are limits to the usability of one code base.

    As someone else has shown virtualization can be powerful without the need to use one set of code. Microsoft already abstracts their development environment
    Apr 12, 2015. 01:17 PM | 1 Like Like |Link to Comment
  • Surface 3 And Apple Watch - Red Oceans Vs. Blue Oceans [View article]
    @youlanda

    While I will not argue that Microsoft's latest tablet with an Intel chip is not compatible with the general applications on a desktop

    I will argue that usability is not the same. Regardless of how good or bad the $150 attachment is as a keyboard and mouse, the small screen and weak processor will render many common tasks in a typical corporate environment unusable
    Apr 12, 2015. 01:09 PM | 1 Like Like |Link to Comment
  • Surface 3 And Apple Watch - Red Oceans Vs. Blue Oceans [View article]
    Matt Davis

    Thanks for the response. Yes in talking to Microsoft fans that have used the surface the user experience is quite good. My sample may not be a good one as these people are all geeks and so do not represent the population at large.

    I disagree on win 8. I hate it, but I don't have it on a touch centric device.

    Perhaps windows 10 May be what 7 or 8 should have been, but why take 2 generations to get there?

    My criticism of Microsft here is they have a basic assumption that users want Windows. I disagree. Windows mobile has not done well. Whether that is a specific rejection of windows, a rejection of the ecosystem of apps, use cases, late to the party or whatever I do not hold out hope that yet another iteration if Windows will solve the problem.

    At the end of the say the mobile market has two choices iOS and Android. All the apps and developer energy goes to those platforms. Marginal erosion of desktop computing to Apple or Chrome point to either marginal dissatisfaction with Windows or just indifference.

    I like Microsoft's current strategy of placing their apps on the platforms in wide use. That plays to their strength which is productivity software.
    Apr 8, 2015. 10:37 PM | 1 Like Like |Link to Comment
  • Apple's Music Strategy Looks Increasingly Risky [View article]
    Danox

    That may be so, but none of the services Apple offers makes money. What they do is add to the reason to purchase an Apple device. That is their value not the marginal profit each software service accrues to Apple
    Apr 8, 2015. 10:06 PM | Likes Like |Link to Comment
  • Surface 3 And Apple Watch - Red Oceans Vs. Blue Oceans [View article]
    There seems to be an implicit assumption that a microsoft tablet is the same as an Apple one.

    While they are similar in many respects they are also different.

    Microsoft's tablet assumes it is used on a stable flat surface a la a laptop, hence they have the kickstand.

    They also assume you will use it for heavy typing with a mouse so they sell you a $150 add on to complete the puzzle rather than include this as part of the base product.

    Additionally they insist that users want windows after consumers have become used to not using microsoft anywhere for 5 years when using a mobile computer.

    Apple on the other hand built an os that was touch centric creating a very differnt user interface from their traditional computer offerings. They also tuned their use cases to those that worked for a limited power supply. The result is a very different way to look at how you use and position a product in the mobile computing space.

    So while microsoft focuses on taking the old ways and shoehorning them into mobile, Apple looked at mobile and tried to optimize for that environment.
    Apr 7, 2015. 10:20 PM | 5 Likes Like |Link to Comment
  • Apple's Music Strategy Looks Increasingly Risky [View article]
    Yes, Apple is late to the streaming game, but Apple was late to the MP3 game and the mobile phone game as well.

    The problem with music is onetization. To wit, the artists don't make much on streaming, etc. They make money on concerts and merchandise. If Apple's platform can engage the fans with the artists and allow them to book concert tickets and t shirts this will make artists happy.

    Apple does not have an answer for youtube. Youtube is a video service which Apple does not have. So while they can improve their music offering tremendously they do not have a video streaming platform nor do they hve a mechanism to allow users to load data onto their platform.
    Apr 7, 2015. 10:04 PM | Likes Like |Link to Comment
  • Apple: Debunking The Recent Cowen Survey [View article]
    @protocol zero

    You are right.

    Let us look at the USA market. Pretty much everyone who wants a smartphone has bought one now. The market is slowly becoming one where the mobile phone market is the smartphone market.

    In such an environment where the adoption of non smartphone users to smRtphone is slowing what do you do?

    You have to poach users of the competitor and hence Apple is doing a trade in program.

    Apple is in the early stage of the Internet of things with the watch. It will be a few years before the platform is fleshed out, in that time Apple will add to their product categories.
    Apr 7, 2015. 09:20 PM | 1 Like Like |Link to Comment
  • Microsoft: The $70 Lumia 430 Should Alarm Samsung And Google [View article]
    I don't think Intel and Microsoft are wedded in mobile as in pc's. After all microsoft came out with the tablet based on ARM so the relationship for desktops has not translated to mobile.

    Both share the same problem, namely in the mobile computer marketplace they are on the outside looking in. Both companies realize they need to get in the game and are looking for ways to do it.
    Mar 29, 2015. 08:19 PM | Likes Like |Link to Comment
  • Microsoft: The $70 Lumia 430 Should Alarm Samsung And Google [View article]
    @ddn123

    I am not sure I agree with your assumptions.

    Apple computers are costly things. Typically they start at a grand where the normal computer starts at $400. While pc sales have been stagnant for 3 years now Apple's has grown. Yes, they do not sell that many but their share has grown most likely from the network effect of the popularity of their mobile computers.

    For the phones, Apple has been able to maintain its selling price of $650 for 7 years.

    Theoretically there is no reason for microsoft not to able to follow this model. Microsoft may have felt as a new entrant they have to sell comparable products for less, but Apple has proven that while that is one strategy there are others that work.
    Mar 29, 2015. 08:14 PM | Likes Like |Link to Comment
  • Microsoft: The $70 Lumia 430 Should Alarm Samsung And Google [View article]
    Jym

    No. Wall Street loves marketshare because that is how they work.

    Everything Wall Street does is high volume low margin. They live it, work it, breathe it.

    What Apple does is against their philosophy. The fact that their model drives workers out, is algorithm based, lacks originality is irrelevent.
    Mar 29, 2015. 06:08 PM | Likes Like |Link to Comment
  • Apple: More Data On The iOS/Android Struggle [View article]
    JymI beg to differ. Android is not unique as far as software portability. Unix did this in the late 60's early 70's.
    Mar 29, 2015. 06:01 PM | Likes Like |Link to Comment
  • Apple: More Data On The iOS/Android Struggle [View article]
    Jym

    Yes you are right android is a vm like Java and not a full replacement for hardware.

    You may be right about the future. Software has moved to full abstraction as long as the hardware is fast enough. But there is a cost and it is not insignificant.

    For android I can see how it makes sense. Every phone is a new target. Localizing the hardware specific issues in a driver or some low level layer allows software to be more portable within huge limits.

    Thanks for the discussion.
    Mar 29, 2015. 05:59 PM | 2 Likes Like |Link to Comment
  • Microsoft: The $70 Lumia 430 Should Alarm Samsung And Google [View article]
    @dallas

    The issue is a few hundred IT guys chose the pc platform. Anyone who wanted to do work at home chose the same platform. There were other issues like price, but the overwhelming choice was made by a small group of people driven by cost and support.
    Mar 27, 2015. 06:06 AM | Likes Like |Link to Comment
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