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  • Intel Inside The Apple iPad? It Makes Sense! [View article]
    @Luke

    This is what is wrong with the West and America.

    We have allowed the financial geniuses to run policy which is destructive to the American economy. Yes the marginal costs are better in Asia where they subsidize manufacturing. However as many have stated ( GE, Harvard ) there are costs to shipping manufacturing overseas.

    Simply put by outsourcing manufacturing and engineering you outsource not just jobs but capability. I applaud Apple for being patriotic and making an effort to bring jobs and processes back to the states. By manufacturing here you force local labor to deal with operational issues that they don't have to deal with when someone else does it. If the metal does not bend the way you want it to you have to figure out how to do it.

    This means you make the effort to understand the issue and the tradeoffs involved. This is on the job learning. By having someone else do these things they learn and understand the process.

    There are also issues of economic balance that can be resolved by bringing more manufacturing back to the states. Having a service heavy economy is bad for the same reason that having one type of corn in your field is bad.

    Here is an article about teaching someone else how to do your business is bad. You can make this argument about Apple and Samsung too.

    http://onforb.es/WgJTZN
    Dec 31, 2012. 04:45 PM | 1 Like Like |Link to Comment
  • Intel Inside The Apple iPad? It Makes Sense! [View article]
    As the author states Apple can tailor the basic architecture with their own twist. The difference is that not many companies have the resources of Apple. Most take off the shelf parts and those parts are dwindling. I believe a major ARM provider announced plans this year to exit the market.

    Apple can tailor their hardware for power efficiencies, GPU performance, etc. Since they own the hardware they can have more efficient software by controlling both sides making a more pleasant experience. The differences may not be major, but many small things add up.

    Why do you think Microsoft SQLServer is the performance champ on Windows? Is it because database companies are incompetent or that because Microsoft owns the stack they can iron out inefficiencies and guarantee their product runs the best?
    Dec 31, 2012. 04:32 PM | Likes Like |Link to Comment
  • Google's Android Vs. Apple Development [View article]
    Thanks for your reply. I will have to think on this.

    One thing regarding Siri and the use of Yelp and the other backends is if it gets more useful it can be a very powerful service. For example the other day I asked what the score of the Giants game was today. The response was a good conversational the Giants destroyed the Eagles by some score. The point was I did not have to specify the New York Football Giants versus the San Fransisco Baseball Giants and the response was a very comforting conversational response as I would expect from a friend if I asked the same question. This is the type of response Apple advertises in its ads which unfortunately is not what you always get from Siri. However, under certain controlled circumscribed areas Siri is quite good. But it has a lot of growing up to do.

    If Siri gets better you will not have to Google your question. Since Apple is the dominant mobile platform for web activity I feel Apple is a serious existential threat to Google. This is in part why Google is putting a lot of energy in making its applications on iOS the best. They have put out good apps in Maps, Youtube, etc because they need to control the user experience on iOS to maintain their franchise.
    Dec 31, 2012. 04:20 PM | Likes Like |Link to Comment
  • Google's Android Vs. Apple Development [View article]
    Jon

    My understanding of the problem with flash is the criticism Apple publicly stated about the platform ( all true - buggy, power hog, memory leak, etc ) as well as the company itself. Apple was long king of content for the professionals. This was due in no small measure to superior color and audio out of the box for the Apple platform. Apple spent years honing the screen to printer experience so that what you had on the screen matched as closely as possible what came out on the printer. Also the interfaces of file formats between programs in this space was deemed generally superior to other systems.

    At some point after Windows 3.0 came out and Microsoft pulled office from the Mac ( where it was born ) Adobe did the same and functionality lagged the PC counterpart. This was a major black eye for Apple as most of the graphic developer community loved Apple.

    In the end it is about control of your platform and in the nascent mobile ( iOS ) market Steve did not want to hand the keys to his kingdom to an untrustworthy partner.

    While all you say about the technical underpinnings of competing software may be true I think the strategic issues of platform control are more important. After all if both companies licensed the same underlying technology then it is about which is the better product for the marketplace and differing file formats can be resolved.

    I agree with your points about html. Apple does need to have a good and I would argue superior html product. When Apple does their dog and pony show highlighting their new system they make a point to talk about the speed and responsiveness of the browser. However this does not mean they need to drive standards for superior experience in html over their proprietary tools. In the end it is easier for them to develop their tools to provide the integrated experience users want on their platform over the messy world of public standards. This allows them to keep developers happy as they get paid and they can build cool new products

    While I think having a good even superior web experience is important from a company perspective having a superior iOS development environment is critical. Developers need to feel that their best efforts can be done in native code over web standards.The benefits are security and control. An executable allows control over your product.
    Dec 31, 2012. 04:10 PM | Likes Like |Link to Comment
  • What The iPhone 5 Tells Us About Cook As Apple's CEO [View article]
    Really?

    So open linux/unix systems dominate the desktop over proprietary Microsoft systems?

    Open databases dominate over the likes of oracle/db2/sqlserver/s...

    I could go on and on.

    Essentially the proprietary systems allow companies to monetize their efforts. The money earned in turn gets plowed back into product development and salaries.

    Essentially the problem with open systems is how to monetize the free software to build a company around. Linux owes its popularity in part to IBM which spends a lot of money to provide enterprise support for the platform in return for lucrative service and support contracts.
    Dec 31, 2012. 03:02 PM | Likes Like |Link to Comment
  • Microsoft: A Sleeping Giant [View article]
    Mr. Baker

    I was under the impression the subject is stock prices, market share and profits and not biology. Please stick to the subject.

    Perhaps you as an investor in companies tied to the PC industry is sanguine with the lack of growth in this area but the market and other investors strongly disagree with you.

    I am not sure what Microsoft's surface has proved. Perhaps it has proved that the consumer does not like the device. Certainly it has not proved there is zero diference between a tablet and a PC.

    I can give you one very important distinction. Mobility.

    Cheers.
    Dec 31, 2012. 09:13 AM | Likes Like |Link to Comment
  • Kindle Fire Demand Is Weaker Than Amazon Wants You To Think [View article]
    I have heard that the kindle is very good at helping you shop at Amazon. And it is cheap. I would be curious how the google Nexus impacts sales, but we will never know. I wish more people who talk about Amazon as an investment would admit they have no idea how many tablets are sold so they cannot project how this experiment is working out. Amazon is a great retailer with low margins and an astronomical PE that is driving companies out of business.
    Dec 30, 2012. 07:55 AM | 3 Likes Like |Link to Comment
  • Google's Android Vs. Apple Development [View article]
    Thanks for the link.

    5 years is a long time to wait for html5 to be mature. This is the inherent problem with standards. It takes a long time for the train to enter the station. The landscape will have changed by then which is why I feel html ( or any cross platform solution ) will never be as good as the native one.

    Also in regards to Google and search what are your thoughts regarding that franchise and the balkanization of search? ie Siri, Yelp, Facebook, etc. All these platforms seek to marginalize Google as they cut those services out.
    Dec 28, 2012. 11:23 AM | Likes Like |Link to Comment
  • Google's Android Vs. Apple Development [View article]
    Jon

    Thanks for the reply. I was curious if you still had to deal with the various hardware differences to the extent that the game companies do. I know it will always be there, I just wanted your take on how big an issue it was for what you were doing.

    As for html5; Google is all for it for it helps drive traffic to them in one form or another. For Apple I am not so sure. Will they take the strategy that we will build the best html platform going and so people will choose us or will they decide that the safer and richer experience is to ignore html standards and push to make the dev platform richer? Considering their history I would think the later. They got burned when others ( Adobe and Microsoft ) chose a different platform leaving them in the cold. By providing a richer development platform ( native ) they can keep developers home. As long as they keep it cheap to develop that is where I think they will go. Of course they will make sure that they excel at benchmarks and simple browsing works well, but more sophisticated applications will not.
    Dec 28, 2012. 11:07 AM | Likes Like |Link to Comment
  • Ignore The Noise: 3 More Reasons Apple Might Beat Estimates [View article]
    Yesterday I saw two analysts on a yahoo site do exacly this.

    The Apple bear cited many technicals confirming her call that Apple goes to 400.
    Dec 28, 2012. 09:26 AM | Likes Like |Link to Comment
  • Microsoft: A Sleeping Giant [View article]
    was this a touch screen pc or a non touch pc?
    Dec 28, 2012. 09:22 AM | Likes Like |Link to Comment
  • Microsoft: A Sleeping Giant [View article]
    When the car came out there were many horses and carriages on the street. This fact did not change the future.
    Dec 28, 2012. 09:16 AM | Likes Like |Link to Comment
  • Microsoft: A Sleeping Giant [View article]
    @techy46

    Merry Xmas to you also.

    As I am sure you are aware HP is dying, Dell is running as fast as it can away from the PC business and into the service space. There are some Asian manufacturers who are gaining share but the traditional big dogs of the PC space are hemorrhaging blood.

    Yes. For the next few years PC sales will be about 300 Million. However the space is not growing and the tablet market is projected to surpass the PC in a few years.

    When I say the PC is dead I do not mean that come 2015 PC's will cease to exist. But the PC era is over. It is very clear. The world has moved on to mobile computing. Are they computers? Sure. But just as a PC was never a mainframe a phone is not a PC.

    Why did Microsoft just change its interface from a traditional Windows interface to their phone OS interface? They did not do this because of the strength of the PC. They are scared and realize they need to take a bold step to stay relevant. They are getting killed by Apple and Google and they know it. No one is clamoring for a Windows Phone. No matter what reviewers say about it. So they are trying to link the phone and the tablet and the pc into one platform to provide a more powerful platform for the consumer.

    Their vision may work, but they know that the PC is dead and so to survive they need to reinvent themselves or be killed by the new leaders of mobile and software as a service.
    Dec 28, 2012. 09:12 AM | 1 Like Like |Link to Comment
  • Microsoft: A Sleeping Giant [View article]
    Dennis

    This is exactly what the PC is dead means. The PC has grown every year for decades now. There is no growth in the business. The tablet market seems to have taken the marginal pc growth for its own and people do not feel compelled to get a new pc every 2-3 years.

    The consumer was realized ( thanks to Apple ) that most PC tasks they need to do can be handled by their phone or tablet. What compels them to buy a PC when they already have what they need and its mobile?

    Just as Mainframe computers are still around 20 years after the PC killed it off the PC will be around for a very long time. However for consumer computer users they will no longer look to a traditional PC to perform those functions.
    Dec 28, 2012. 09:01 AM | Likes Like |Link to Comment
  • Microsoft: A Sleeping Giant [View article]
    @stockscalper

    The problem with win 8 for the enterprise is what does it do for them? Is the enterprise clamoring for touch enabled pc's? They have barely started the upgrade from xp to win 7. Why do they want to move to win 8?

    I agree that the Pro is the tablet version Microsoft is gunning for. The big question is does the consumer want to run Windows? Apple and Google have proven to consumers that you do not need Windows to have a useful mobile device. Can Microsoft leverage their dominance on the desktop to mobile? This is clearly their strategy the question is will their target audience want it?
    Dec 28, 2012. 08:56 AM | Likes Like |Link to Comment
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