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  • Microsoft: Intel-Less iPad Pro Is Not Yet A Threat To The Surface [View article]
    How many tablets did Microsoft sell last year? How many did Apple sell?

    How much revenue did Microsoft make on tablets last year? How much did Apple?

    How much profit did Microsoft make on tablets last year? How much did Apple?

    You mention Apple pc's.

    How many pc's did Apple sell last year? How much revenue did they accrue? How much profit?

    One of your bullet points questions the lack of Intel CPU in its tablets as a negative. That their A series chips does not run any industry standard productivity apps. News flash: the A series chip runs all the industry standard mobile productivity apps.

    I bring up these points to refute the basis for your whole article.

    Have a nice day
    Sep 4, 2015. 03:19 PM | 1 Like Like |Link to Comment
  • Microsoft Studios: An Autumn To Remember [View article]
    Android and iOS games can play the same game at the same time without a unified OS. While the points you make show Microsoft is trying to make for a smoother experience to drive sales, they are not the only ones who can have multi player multi platform gaming experiences.

    As for the strength of their gaming platform

    This shows the latest platform is having its issues.

    In short while Microsoft generates impressive revenue from games how profitable are they? Microsoft is a software company that enjoys healthy margins. Does gaming fall into the healthy margin narrative? Is Microsoft satisfied with second place in the gaming market?

    This article tells a good story. Unfortunately the facts are not there to back up the narrative.
    Sep 4, 2015. 03:12 PM | Likes Like |Link to Comment
  • Apple: Will iPhone Market Share Decline In The Long Term? [View article]
    The conclusion I can draw from the 2014 IDC chart is I want in on others. They grew 200+%! In 5 years others will stomp all over android and iOS. Just watch!
    Sep 4, 2015. 02:50 PM | 2 Likes Like |Link to Comment
  • Will We See The Apple Electric Vehicle On September 9? [View article]
    The defense department has done studies for years on global warming and what the likely threats are. They do it to be prepared and think about what they may face. Whether you believe in global warming or not weather effects are real. The report with regard to Syria is a bit off base in my opinion.

    ISIS happened because of a power vacuum. The govt in Syria is in taters and our government dismantled the one in Iraq. You do the math. Perhaps weather is a contributing factor. If weather patterns change creating low crop yields people starve and get desperate. But I don't follow world weather patterns.
    Sep 4, 2015. 02:35 PM | Likes Like |Link to Comment
  • Why Windows 10 Will Power Microsoft's Stock Even Higher [View article]
    @ruff dog

    Perhaps you weren't paying attention.

    Apple already links their phone, tablet and PC without a single OS - yes it is possible.

    No they don't need Cisco to do that. They are leveraging IBM and Cisco's relationship with the enterprise to enable a smoother relationship with corporate it.
    Sep 1, 2015. 08:54 PM | 1 Like Like |Link to Comment
  • Will We See The Apple Electric Vehicle On September 9? [View article]
    You may think that. But as I understand it most of the mechanical problems with a car deal with the combustion engine and the associated support units as a result. The claims are that an electric car makes the mechanics much simpler and robust. It also tilts the car to software which is where the tech companies live.

    As far as solar I read an article which claimed solar was getting far along to being equal of not gas in terms of price. As they invest in the technology and the cells get more efficient petrol based fuel systems will go away.

    As I understand it the two big technologies are efficiency of conversion and battery technology to store it. These will get solved eventually and electric will become the dominant energy source in your lifetime
    Aug 31, 2015. 08:00 PM | Likes Like |Link to Comment
  • Apple iOS Ad Blocking: Google's Apocalypse Now [View article]
    @glen rivard

    I would be curious how npd defines tablet and what assumptions they make in their numbers. Over the years it has come out that these market research companies do a poor job with data. That they revise the previous years numbers in part to make the current narrative more compelling.

    Apple numbers for tablets are reported. I believe all other numbers are estimated. A very large part of the android tablet market is other. As in I have a number of units I want to post and the name brand numbers don't add up so the difference is other.

    Others have tried to use various metrics to measure usefulness like web traffic, ecommerce, etc. those surveys do not paint a good picture for Android tablets.
    Aug 30, 2015. 11:44 PM | 2 Likes Like |Link to Comment
  • Apple iOS Ad Blocking: Google's Apocalypse Now [View article]
    @glen rivard

    "They have an opportunity to show how it should be done without really being a major competitor to the handset companies. "

    As you point out they do that now by coercion. They don't need to produce a low volume reference platform. They enforce that by their contracts with the oem.

    The problem with your point about a market for android phones is they don't make money. Why would a company participate in a market where they lose money. For what purpose? The market for Android phones is one billion devices a year. Only one company makes money selling phoned. HTC is on the verge of bankruptcy. Sony and LG have been losing money for years. Motorola was dead. Google purchased them and they stayed dead. Then they sold it to Lenovo who is still losing money on Motorola. The assumption in a capitalist society is the provider of goods and services makes money not loses it. The exception seems to be Amazon whose purpose seems to be to lose money and get applauded for losing money for a decade.
    Aug 30, 2015. 11:31 PM | 2 Likes Like |Link to Comment
  • Google's Presence In PCs Delivers A Boost To Internet Adoption In Emerging Markets [View article]
    Let us say your proposition works. This being Google they need an Internet connection. How are they paying for it? If $100 is the price point because of lack f money, how do they use cloud based apps that require ongoing tribute to work?
    Aug 29, 2015. 09:42 PM | Likes Like |Link to Comment
  • Apple's September 9 Event: Will There Be A Surprise Product? [View article]
    This is a major problem with the west. Outsourcing manufacturing to others is a major economic weakness. At some point in time the west will ask China to produce their military hardware. China will then sell us obsolete equipment.
    Aug 29, 2015. 09:31 PM | 2 Likes Like |Link to Comment
  • Apple's September 9 Event: Will There Be A Surprise Product? [View article]

    The portable computer in your pocket happened in 2007 when the iPhone came out. You can argue it came out before, but Apple showed the world the utility of having a mobile computer that also makes phone calls.

    No need to wait till next year. Millions already have one.
    Aug 29, 2015. 09:28 PM | 4 Likes Like |Link to Comment
  • Will We See The Apple Electric Vehicle On September 9? [View article]
    Yeah. Ok

    Apple car unveiled in a few weeks. Got it. Not.
    Aug 29, 2015. 09:18 PM | 1 Like Like |Link to Comment
  • Apple iOS Ad Blocking: Google's Apocalypse Now [View article]
    @glen rivard

    So what incentive do the oem's have for playing?

    Android was originally offered as an OS you can modify and tailor to your needs. Now Google is saying no. You take what we give you and if you don't play ball we will disown you.

    No one but Samsung makes money. What incentive do these companies have to continue a money losing business?

    Nexus is irrelevent. It is a Google phone created by a manufacturer to their specs that has little footprint and no real value. Nexus has its fans but the footprint is so small as to make it useless in the scheme of things.

    Is the android world going to devolve to Motorola, HTC and others building a phone to Google specs ( and actually make money doing so ) while Google just eats the cost so they can sell ads? I am not saying the android world cannot mKe good phones. Many like them, but if you lose money making a product the product won't survive.
    Aug 29, 2015. 08:35 PM | Likes Like |Link to Comment
  • Apple iOS Ad Blocking: Google's Apocalypse Now [View article]

    Have you noticed the Microsoft CEO refers to windows as a more nebulous entity? He doesn't say OS. He says platform. He includes all the hardware vectors it runs on as well as the cloud. A small but significant shift in language.
    Aug 29, 2015. 11:18 AM | 1 Like Like |Link to Comment
  • Apple iOS Ad Blocking: Google's Apocalypse Now [View article]
    @glen rivard

    I didn't know about the Amazon exits. Can't follow the link as it never opens then it spins off for me to buy something and the tab closes.

    I agree with what you wrote. Yes. All those things are accretive to Android. However in the largest phone market in the world Google's android is silent. There is no Google in China. It is replaced by various Chinese brands that have exploded. This was a concerted effort by a government that wants to control home grown talent and resources.

    As such those companies that sell smRtphones not named Apple need to provide a search engine, a YouTube, a maps app, etc none of which is provided by Google. They are also free to make changes to the interface and code without Google threatening them.

    So yes. Google has what you say in the Americas and Europe. But how successful is Android TV? There was a lot of ink spilled on how they were going to take over the world. Not sure how useful that is. The branded 'smart watches' will be the same. These old line watch companies will find that they will not get the finely tuned product they desire. They will have their brand but if they piggy back on Google services it is Google that will benefit not them.

    I keep going back to Samsung. Samsung has a blueprint in Apple that they like to copy. Every year they release some half baked software enhancements that don't really work. In part because it only works with Samsung software. They are not large enough to have third party companies use their API and so ultimately it goes no where. The one product with promise they were forced to contribute to Google to continue selling Android products. Which brings me back to Google. How many of their oem's actually benefit? Only Samsung makes money of the many companies that use android as a platform. Sad really. I doubt Google makes any money on its nexus products.

    The problem Samsung has is it is not a software company. It is an electronic components company. So it is really good at screens, chips, etc. but the computer industry is really all about software. Yes. The hardware needs to work, but outside of the old Intel inside program no one cares about hardware. So ultimately Samsung cannot control its destiny. Both they and Google know this. So Samsung rolls out tizen or the failure of the project before that. Likely they will roll out some other platform failure.

    Microsoft is a different story, they can afford to play the long game. They will provide their software on all popular mobile platforms and figure out how to make money. In the meantime they can continue to put out windows phone and tablet in the hope that they eventually provide a compelling suite of products that they can bundle to make their mobile platform relevant.

    Microsoft also has their own cloud storage and they have a good search program. I think they have a maps infrastructure as well. In short they have the foundation to build the software products and services for the 21C
    Aug 29, 2015. 11:15 AM | 1 Like Like |Link to Comment