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davel

davel
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  • Apple's Worst Enemy: Apple [View article]
    Very nice but long article.

    You clearly illustrate the strengths of Apple.

    As for weaknesses yes the emergence of China buys the company financial time. There are many hurdles that Apple and everyone else needs to solve in the TV space. #1 is ease of use.

    I do not agree with the walled garden criticism. Apple takes a cut to support the ecosystem which the developers benefit from. Developers make more money from Apple than any other platform, so currently I do not see an issue. A developer can give the product away for free so Apple hosts and distributes their product for free. What a deal.

    Another way to look at Final Cut is that the technology has become good enough for the average Joe to do the job. This makes the 'professional' less valuable. Apple has clearly taken this approach and in the long run may benefit while others take up the slack in the professional circle.
    May 17 04:18 PM | 1 Like Like |Link to Comment
  • Lumia 900 Appears A Winner, For Now [View article]
    From your comments it seems that the interface is deeply embedded into the OS which architecturally is rather messy but whatever. I read some articles some time ago that one of the more important developers vented on a blog as to the issues with the OS. The issue as I understand it was not technical but political and operational. According to this story there were different groups that did not communicate either in what they were doing or in prioritization. When the left hand doesn't know what the right hand is doing you get a mess and nothing gets done ( as in delivered ). This makes much more sense to me and is more consistent in why a large well funded organization could not deliver a platform that incorporated new functionality.

    As for iOS. I really do not know the foundation of the OS. My understanding is that it is derivative of OSX. Also being an OS it is hard to believe that multitasking is stripped from the kernel. It seems more reasonable to not build it into the API's that you present in your developer kit. It is easier to do that then completely rewrite a kernel that works.

    I will reiterate what I said in the beginning. What is the function you are providing? When you send email are you really checking a stock quote simultaneously? A small portable device like a phone is really sequential. Things like notifications are pre-emptive and music is multi tasking which they added later. My point is not that you cannot do multi tasking, but why do it? The danger with multitasking on the user end is battery. You start something that churns background it and forget take a call hang up and put it in your pocket. 3 hours later the battery is dead because the device is working on stuff you forgot about and it takes a non trivial amount of energy to accomplish it.
    May 17 02:44 PM | Likes Like |Link to Comment
  • Why Greece Fears Are Overblown [View article]
    Greece made a payment because they were given the money.

    Let us see what happens comes July when the money runs out.

    The bottom line is it appears the public sentiment is they don't want to be told what to do by outsiders. Right or wrong I understand that.

    Does Germany really want to pony up more money to its southern neighbors who are happy to live off the German dime?
    May 17 01:01 PM | Likes Like |Link to Comment
  • Why Greece Fears Are Overblown [View article]
    It seems to me the Greeks do not want to be under the boot of the Germans and do not want to take the medicine over many years to pay their debts.

    Greece would be better off controlling their destiny. This means a sovereign nation politically and monetarily. By devaluing their exports are cheaper and more will spend money in Greece where it is cheaper.

    They of course will have to deal with more expensive energy and various imports.
    May 17 01:00 PM | Likes Like |Link to Comment
  • Apple Earnings Estimates [View article]

    I hear a lot of chatter that institutions are selling Apple to have cash for facebook
    May 16 03:21 PM | Likes Like |Link to Comment
  • Microsoft Makes Boring The 'New Chic' [View article]

    I don't think Microsoft was part of Dreamworks

    http://bit.ly/JsqRxz
    May 16 03:07 PM | Likes Like |Link to Comment
  • Microsoft Makes Boring The 'New Chic' [View article]
    The iPhone has only been around for 5 years. Microsoft has made efforts in the mobile space in that time but failed. Windows 8 is their latest attempt.
    May 16 03:00 PM | Likes Like |Link to Comment
  • Microsoft Makes Boring The 'New Chic' [View article]
    I like IBM better. It offers the same things you state about MSFT.

    I agree with you about the possibilities with Microsoft. However in Microsoft's long history big changes did not always go well at least at first. Windows 3.1 went well, WIndows 95 went well, XP went well. Many things they have done went well. Vista was terrible, Kin was a disaster, etc.

    I think the biggest risk to Microsoft near term is execution. But execution also means that they made the right strategic choices. In merging 3 interfaces ( Kinnect, traditional Windows and Metro ) did they think hard enough about the choices and the results or did they just build API's that allow you to do X?

    For example why do a touch interface for a 20" screen that is a foot or so away from you? Will you use it or will you use the mouse? If you use the mouse why are you putting so much emphasis on Metro? That somehow the interface the trade press likes so much translates well to the desktop? I am not saying you cannot take elements of it and incorporate it, but the story is that the interface is the same on the desktop and mobile ( they also talk about xbox ). Really? I have doubts about that story but we shall see in less than a year. And oh yes, their software partners need to get with the program too. It is a tall order and there are many risks.

    If they fail this year how many more chances will they get at the mobile market? They had Windows Mobile 6.x, then it was WP 7 and then WP 7.5 now we are moving to WP 8. They have a 1.6% marketshare in the phone market.

    Microsoft realizes they need to address mobile. The numbers tell them this. However Microsoft cannot leverage their dominance in the desktop space in the mobile world because the two are not really connected.
    May 16 02:57 PM | Likes Like |Link to Comment
  • Nokia Doesn't Need To 'Kill' Apple [View article]
    @dakang

    I disagree. The post pc world is here and is not just a fabrication of the opinion writers. Many companies have embraced mobile devices and are making their internal processes mobile aware. Now if you mean companies will not abandon PC's in the near future I agree with you. Just as the Fortune 500 still has mainframes years after it was declared dead PC's will survive.

    At one time PC's were laughed at. They could not do real work etc. The same criticisms leveled at mobile computers...
    May 16 02:43 PM | Likes Like |Link to Comment
  • Microsoft Makes Boring The 'New Chic' [View article]
    I believe the press is excited because Microsoft is the 800 pound gorilla and it has a nice story to tell.

    I am from Missouri and I want to see Microsoft show me they can deliver. They tell a nice story and have a huge number of assets at their disposal. They need to have a vision, execute that vision and explain their story. Not the easiest thing in the world to do.
    May 15 06:09 PM | Likes Like |Link to Comment
  • Microsoft Could Double By 2015 [View article]
    Nice article. Thank you. You lay out a nice story for Microsoft however Microsoft has to do a lot of work if it is to realize the vision you describe.

    First of all for this year the company needs to nail the new OS release. It needs to deliver a compelling interface that is not just a transplant of Metro but a seamless and rational integration of Kinnect, Metro and the traditional Windows interface. Also even if it does who is to say it will drive a new upgrade cycle? Windows 7 offers a touch based interface. The corporate world is just starting to embrace Windows 7 and as you state the consumer is more interested in mobile than the traditional PC.

    While it has a strong cloud infrastructure it is infrastructure. Apple is geared exclusively towards the consumer. Google is geared towards search and any tool that will extend that franchise.

    I believe Microsoft's recent stumbles in the mobile space have hurt its franchise. No one is pining for a Microsoft phone or tablet. Microsoft needs to clearly define the value proposition. While office applications is a very nice thing to have I would say most people who currently have a tablet do fine without a Microsoft branded office suite.
    May 15 05:58 PM | Likes Like |Link to Comment
  • Investors Won't Like The News Out Of Greece And France [View article]
    yes. you have a point about cutting the wage rate.

    but to be fair you would also have to cut by the same ratio the value of any assets and how do you deal with local assets held by overseas parties or vice versa?

    it gets very complicated. much easier to just devalue the currency.
    May 15 04:58 PM | Likes Like |Link to Comment
  • Analyzing Proposals To Spend Apple's Cash [View article]
    Yes pe is a ratio. Most people when discussing pe use it as an 'objective' measure of a companies profitability and future profits. by this measure if the pe shrinks then they are discounting its future.

    i am not going to go do a search to show you one or two articles that state why analysts do not believe in apple. if you have not seen them then fine. i have.

    your explanation of why the pe shrinks is fine from a technical perspective. the denominator grows so the ratio shrinks. that is fine but in the context of the market and how ppl vote with their dollars it is unsatisfying.

    my statement is an attempt to provide context. if you reject it fine. i can not prove it as i just don't have the data. however i believe it is a rational explanation that does provide context and it is what i believe to be true.
    May 15 04:52 PM | Likes Like |Link to Comment
  • Lumia 900 Appears A Winner, For Now [View article]
    if symbian is an event drven interface, surely you could create new events for a touch screen and build an interface program to process the events. i do not understand the limitation if the os is so good.

    as for multi tasking, this has been around for decades. ios is a derivative of unix so i am sure it does multi tasking. now the interface does not and apple made a decision not to allow it because they say it affects power drain. all this is irrelevant as i state above. how many actions do you need to do that requires this? Apple in a later revision created api's for some specific tasks that meet their requirements and allow certain functionality.
    May 15 04:44 PM | Likes Like |Link to Comment
  • Analyzing Proposals To Spend Apple's Cash [View article]
    @Allessandro

    Sorry. You make no sense. Apple has been driving revenue and income at a high level year after year. Yet Apple's PE has been shrinking while many other companies not as successful as Apple command a higher PE. This is the basis for my statement that professionals do not believe in Apple. They increasingly discount Apple's success.

    Many comments regarding Apple from the professionals is they doubt Apple can provide another hit. They doubt that with the market cap that it commands that it can continue going up. They doubt that with the revenue Apple pulls in that it can continue to make it grow. Etc.
    May 14 03:20 PM | Likes Like |Link to Comment
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