Seeking Alpha


Send Message
View as an RSS Feed
View davel's Comments BY TICKER:
Latest  |  Highest rated
  • Microsoft May Have Just Hurt Lumia 900 Sales [View article]
    I think Vista was too long ago for either of us to have any hard data about it.

    Most times with the imminent release of an OS the machines available are configured to have a good experience on the new OS. In fact many times withing 3 months or so of the release you will get a free or nominal fee for the upgrade.

    As for Vista/XP, I think we can both agree that xp was just better. My vista laptop was a pretty hp machine but it was always a dog and always ran hot. I asked for an XP load but was denied.
    Jun 28 04:49 PM | Likes Like |Link to Comment
  • 2 New Microsoft Releases That Can Make You Money Now [View article]
    "Ballmer sent a memo to Microsoft's employees after the announcement of The Surface, sharing his enthusiasm and excitement for the future of Microsoft. This type of public attitude from important management positions is a good sign that the company is making innovative progress and headed in the right direction."

    This is a sign of nothing. Ballmer has been enthusiastic about products before that came to nothing.

    "While the iPad is a very popular tablet, it is essentially the only all-encompassing tablet on the market. " There are other general purpose tablets available like those running Android.

    "It is similar in weight and thickness to the iPad, but it actually has a larger screen and supposedly has a better touch keyboard."

    It was a demo. No one knows how it performs, if it is better or worse. They didn't even spend much time showing the device in action. They did things on stage but did not push it to the big screen so you can see what is happening ( smartglass anyone?).

    "Microsoft has been known to release hardware for the sole purpose of boosting the software's popularity, and this tablet seems to be quite consistent with this strategy."

    Can you explain this? What hardware? Are you referring to Windows Mouse?
    Jun 28 04:21 PM | Likes Like |Link to Comment
  • 3 New Reasons To Avoid JPMorgan [View article]
    If they do clawbacks they should start at the top with Mr. Dimon.

    The 'bank' gambled with FDIC insured funds to increase their profits. This goes against the spirit if not the letter of the law.

    The easiest and best way to solve this issue is to bring back Glass Steagall. This means the gambling part of the business cannot mix with the bank part of the business. Then there are no arguments about if this was a hedge or a financial gamble to make money.
    Jun 28 09:02 AM | Likes Like |Link to Comment
  • Is Android Closing The Gap On Apple's iOS? [View article]
    I am curious as to the source of their data.

    The chart implies that Android is growing much faster than iOS which means they are outselling them if these charts are correct.

    I have not heard anything from anywhere that makes a reference to this. The biggest Android vendor is Samsung and they would be crowing about how many tablets they are selling. Amazon never says much about their numbers other than it exceeds their expectations which is always unspecified. I have heard a few accounts say that the Fire has stalled. I do not put the general Kindle ereader into the category of tablet as it is not used as such.

    So I am highly skeptical of these charts.
    Jun 27 11:45 AM | 2 Likes Like |Link to Comment
  • Microsoft May Have Just Hurt Lumia 900 Sales [View article]

    I don't know what the hardware requirements are to run WP 8, but I doubt it is too costly to incrementally add chips to make the Lumia compatible.

    Multi core cpu? check
    nfc chip?

    How much more would it cost? $20 $30? Probably less.

    I don't know why they didn't do it, but I think it is a bad move.
    Jun 27 10:44 AM | Likes Like |Link to Comment
  • Microsoft May Have Just Hurt Lumia 900 Sales [View article]

    So you are telling me that if I bought a PC July 2006 that was a new machine ( not last years model or from two years ago ) it would not have the ability to run Vista? I find that hard to believe.
    Jun 27 10:39 AM | Likes Like |Link to Comment
  • Microsoft May Have Just Hurt Lumia 900 Sales [View article]

    You are. If you are the ATT salesman who sells me a new top of the line phone that has no life because it is obsolete you are. Most people walk into a store and get guided by the salesman. if there are enough people who feel misled you can have a class action lawsuit.

    People feel betrayed when they buy a new phone only to find out that one or two months later someone buys the same type of phone from the same manufacturer that cannot do what they can or cannot run the same software.

    This is a smartphone which means software. Will a WP 7.x phone be able to run WP 8 software? Most likely not and for no other reason than the container is different rather than some piece of hardware that you may not need ( like multi core cpu or an nfc chip ).
    Jun 27 10:18 AM | Likes Like |Link to Comment
  • An Apple Mean Reversion: Not As Crazy As It Sounds [View article]
    The problem with the article is it is all opinion. He does very little of comparison. His best comparison is a Dell laptop with an iPad which has since been amended to Mac Air. His original article pegged the iPad at $1000 rather than the $500 it truly is.

    I corrected him on another posting showing side by side links of the Air with a Dell ultrabook which is a more valid comparison.

    Do not defend him by saying his generalization is correct that things tend to fall back to the mean. That generalization is just that. Most but not all things do. Statistics does not handle outliers well.
    Jun 27 09:56 AM | 2 Likes Like |Link to Comment
  • An Apple Mean Reversion: Not As Crazy As It Sounds [View article]
    "The last quote - IOS sucks - again let's put this in context-"

    It is pretty clear what iOS sucks means. The context is clear. If what you are saying is true where is the comparison?

    The point of comparing a Dell laptop with the Air is bogus. He is comparing price. I responded above with links showing a Dell Ultrabook is in a similar price range as the Air.

    I can say a netbook at $300 is comparable to his $500 Dell. What does this mean? How long will his Dell last before he needs to start making repairs? My experience with PC's is about the 3 year mark things need to be swapped.
    Jun 27 09:47 AM | 2 Likes Like |Link to Comment
  • An Apple Mean Reversion: Not As Crazy As It Sounds [View article]
    Android does not have a good upgrade mechanism. Phone users have to go through the manufacturers as well as the telcos to get an upgrade so it doesn't happen. You can root your phone but how many people do that?

    This is part of why the Apple ecosystem is better. It is relatively easy to upgrade your iOS device. That is why most Apple devices are on the latest release.
    Jun 27 09:40 AM | 3 Likes Like |Link to Comment
  • An Apple Mean Reversion: Not As Crazy As It Sounds [View article]
    The author is saying Apple products are too expensive and the software sucks.

    Those are his words.

    I responded above that in some cases Apple is the low cost leader ( tablets ) in other cases its phones have a comparable retail price to its competition. Competitors struggle to make a clone of the Mac Air.

    As for software iOS heralded a rush to copy the interface ( Android ).

    I won't address the cult issue.

    Those are the 2 criticisms he made of Apple and they are false.

    His argument was not that the competition was good enough. His argument was too expensive and bad software.
    Jun 27 09:36 AM | 1 Like Like |Link to Comment
  • An Apple Mean Reversion: Not As Crazy As It Sounds [View article]
    The Air has higher quality components in it than the $500 Dell. Try swapping out the drive for a flash card and matching the Air then compare costs.

    Oh wait! here it is;~ck=mn&ST=dell%20...

    Your $500 device now becomes a $1000 device.

    If you compare it to an Air|GOUS&ci...

    There is a $200 difference. $200 is $200 but it is not double the price.
    Jun 27 09:24 AM | 3 Likes Like |Link to Comment
  • An Apple Mean Reversion: Not As Crazy As It Sounds [View article]

    I never thought of that. Chipotle does have its admirers.
    Jun 26 05:14 PM | 1 Like Like |Link to Comment
  • An Apple Mean Reversion: Not As Crazy As It Sounds [View article]
    I came across this comment about Android browsers.

    I don't use Android so I cannot comment.
    Jun 26 05:08 PM | Likes Like |Link to Comment
  • An Apple Mean Reversion: Not As Crazy As It Sounds [View article]
    Ok Let us take your 3 items one by one

    1) The Cult of Apple

    This is a very big cult as millions of Apple devices are sold every quarter. Perhaps you mean religion" :) Either way, many Apple consumers love their product.

    2) Apple Hardware: Overpriced, Not The Best

    You state they are overpriced but are they? The list price of comparable phones is in the same range. Sometimes more. In the tablet market say what you want to say about Apple's margins but they are actually among the lowest priced tablets if not the lowest. You compare the ipad|GOUS&ci... to your laptop. They are actually the same price ( $500 ). Does your laptop have a high resolution screen? Does it have flash memory so it boots up nice and fast? I am not saying that an iPad is better for you, but while there are many uses that overlap the way they get there are different. Apple has a dominant share of the market 2 years after creating it. If people did not see the value would this be true? Explain why the netbook category collapsed after the tablet was introduced. Explain why the tablet category ( led by Apple ) is growing very fast year over year while the pc market is stagnant.

    3) Apple Software Isn't What It's Made Out To Be

    "I'm just going to come out and say it: iOS sucks." I have seen new htc/samsung phones that have processors that are rated as faster ( higher mhz, more cores ) that are slower doing similar actions ( scrolling ) on phones. Also how many Android phones run the latest software? Most Android phones run 2.2 or 2.3 not 4.

    I have found iOS to be very stable and fast. It does what it needs to do. There are things I don't like. I would like more options on Safari or a good alternative browser, but those are applications not the OS.

    I can stream data from a phone or a tablet or a computer to the big screen. It works very nice.

    You may prefer one or more features someplace else, but I don't think you can say their software sucks.
    Jun 26 04:32 PM | 8 Likes Like |Link to Comment