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davel

davel
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  • Google: Now Spring Loaded On Tablet Frenzy [View article]
    How much profit does Google make on these devices? They are manufactured by someone else and presumably these other companies had a hand in design so costs are likely a bit higher. Also hardware typically has lower margins than software so why do you presume the margins will increase?

    There are many variables at play here. The biggest being the holiday season. Everyone has their wares for sale. What will the consumer choose? We don't know the answer to that yet.

    Too much is made of Android marketshare. The biggest profits go to Apple. Apple has the largest mobile web share. So what does that say about Android and web commerce when the competitor has a lower market share but a higher share of web traffic?
    Nov 6, 2012. 03:36 PM | 2 Likes Like |Link to Comment
  • Nokia Lumia 920 Price: Champagne Taste And Beer Money [View article]
    If you can provide links please do.

    I did a search and that data is not easy to find.

    I found the following:
    http://bit.ly/OP8zdB

    http://bit.ly/T3mEAl

    I know Nokia dominated world phones. I am not so sure about its US presence.
    Oct 19, 2012. 03:41 PM | Likes Like |Link to Comment
  • Nokia Lumia 920 Price: Champagne Taste And Beer Money [View article]
    Yes

    Asha is one of the strengths of the company. The sales of this product line are growing. Unfortunately this is not the focus of the company. Their flagship line is the Lumia whose sales are tepid at best. Also margins are far lower for Asha. Perhaps the company will ultimately kill Lumia and grow from the bottom with Asha. They still need to get their costs in line and be positive from an income perspective.

    The author of this article makes good points.
    1) If Win 8 is not great it is bad for Nokia
    2) The 920 is sold at the same price as other phones. I do not know if this is true, but if so it means that Nokia cannot market this as a great value product.

    As pointed out Nokia has largely lost its good will in phones. Certainly in the USA Nokia never had a strong presence. The transcript of the call had the CEO acknowledge that the US market is where it is at for smartphones and Nokia struggles in that market.
    Oct 19, 2012. 09:30 AM | Likes Like |Link to Comment
  • Nokia's David Will Have To Battle Against More Than One Goliath [View article]
    @lakofsth

    "UI is a small part of overall work effort of writing an application."

    Perhaps this is why the iPhone was so transformative. All the basic functionality was present in mobile devices before Apple introduced theirs and yet it sold so well because of the way it worked not that you can perform function x,y,z.
    Oct 15, 2012. 03:59 PM | Likes Like |Link to Comment
  • Why Microsoft Stores Will Cause A Paradigm Shift [View article]

    I have never seen a Microsoft store because there are so few of them. I have read articles of others who say they have seen them and if I recall they were mostly empty compared to the bustling Apple ones across the way.

    Now that we have some in the wild who are they targeting? If they are targeting business will this not anger their long standing business partners who have helped them for years?

    If it is consumer they can certainly be set up to show the functionality of Windows and their devices. It comes down to functionality. Will the user experience of the tablet be good?

    You bring up x-box as a draw. Xbox 360 is long in the tooth. With an upgrade around the corner what kid wants to buy a new machine that will be obsolete this year?

    You also speculate that Microsoft may become cool. Microsoft was never cool. Can they be? Sure. Will they? Not if you look at its history.

    Ultimately your scenario rests on how elegant the Microsoft solution will be. Of course their solution will be compared to Apple. Will Microsoft software run just as smoothly on a desktop as well as a phone or tablet? This is the $64,000 question.

    We will know soon.
    Oct 15, 2012. 03:18 PM | Likes Like |Link to Comment
  • Nokia's David Will Have To Battle Against More Than One Goliath [View article]
    @lakofsth

    Oh. Ok. Forgive me. So you are saying everyone will go out and recompile and people will love the application?

    Let me ask you this since you have all the answers. How does this recompile scenario work when the applications in question are meant to be viewed on a 19" monitor or ( two or three of them )?

    What about font sizes and images and the fact that the finger is a wee bit thicker than a mouse pointer?

    What about the different versions of the same application? Do I have to buy it for the same price all over again when I already own it? Or can I buy this recompiled application and run it on any windows device of my choosing?
    Oct 9, 2012. 04:16 PM | Likes Like |Link to Comment
  • Nokia's David Will Have To Battle Against More Than One Goliath [View article]
    What Microsoft ecosystem are you referring to? An ARM based phone cannot run a legacy Intel based application.

    The elephant in the room that you do not address is Nokia is not the only phone maker that provides the Windows Phone OS. So while some in the USA may want the 920 but are not ATT customers they will have to settle for a Samsung or HTC model.
    Oct 9, 2012. 01:11 PM | Likes Like |Link to Comment
  • iPad Mini Success Will Sink Apple Margins; Look For 30% Downside [View article]
    I appreciate the article but I believe you are wrong on several issues:

    "The gross margin of the iPhone is 68%, almost double the iPad margin. The iPad success automatically depresses "

    Why do you assume that a company needs to make the same margins as its highest margin product? Do you use this analysis for every company?

    "The patent case win against Samsung in the US is irrelevant as it does not settle the Operating System battle." The cases against Samsung, Motorola, HTC, et al are proxies for Google. I am not a lawyer but I understand it is difficult to launch a lawsuit against software that is not sold. Phones are sold. Android is not sold.

    "His attempt to replace Google maps has backfired painfully."

    Yes. Maps on iOS has severe deficiencies. These will be fixed over time. That said I have tested it at a handful of locations and found it quite good. Additionally it is also about the data which you fail to address.

    "Apple is avoiding the Amoled technology and puts its faith in weaker suppliers like LG and troubled Sharp "

    While OLED has certain advantages over other technologies there is a question of scale. Additionally I have not heard anyone complain that the screens on Apple are substandard. So what is your criticism?

    "The App designers will also become platform independent like Facebook (FB) and Twitter already are."

    This is patently wrong. FB used to deliver HTML5 and recently rewrote its app in native iOS format because the performance of its previous effort was substandard. If you know anything about applications mobile or otherwise you will find that these platform independent ventures end up being substandard.
    Oct 5, 2012. 09:25 AM | 1 Like Like |Link to Comment
  • Microsoft: Still Strong In The Enterprise And Plenty Of Catalysts For Big Gains [View article]
    @Dow

    Ok. But if the WP 8 does not gain traction will the stock retrace to the mid 20's wiping out any advantage to the dividend?

    Microsoft is a fine company. It's forays into mobile in the past several years were either tepid or a disaster ( Kin?).

    There is a lot riding on this release. My thesis is that what Microsoft is trying to do is very ambitious. I do not think they can pull it off this year. For example it is rumored the next release of office will only have a patina of the swipe interface. This will not make for a pleasant experience with fingers. Of course you can always sit it on a desk and use the built in keyboard of the surface but then what you are providing is a very small laptop.
    Oct 4, 2012. 03:15 PM | Likes Like |Link to Comment
  • Tim Cook's Rotten Apple [View article]
    I upgraded to 6 this weekend and it is fine. I have read about the wifi bug but it does not seem to affect me.
    Oct 4, 2012. 02:32 PM | 1 Like Like |Link to Comment
  • Without Steve Jobs, Apple Is Without A Map [View article]
    It is well documented that Android was copying Blackberry functionality before the introduction of iPhone.

    Android looks and acts remarkably like iOS.
    Oct 4, 2012. 02:28 PM | Likes Like |Link to Comment
  • Will Google Checkmate Apple With Motorola Move? [View article]
    A new item today is the continued slashing of employees at Motorola.

    I still do not know why Google bought Motorola. Perhaps they just panicked when the consortium including Apple won that IP bidding war.
    Oct 4, 2012. 02:23 PM | 1 Like Like |Link to Comment
  • Will Google Checkmate Apple With Motorola Move? [View article]
    " A recent report stated that Google's advertising revenues are larger than that of the entire U.S. newspaper industry"

    You could argue Googles revenues were taken directly from this industry.

    "the only logical step for Google is to challenge Apple on its own terms, with a Motorola Nexus device."

    And how would the standard bearer of Android feel about this move? Motorola has failed at building devices only to be bought by Google. How would Samsung feel about its OS supplier if they were now the competition?

    You bring up a good opportunity to grow the company which unfortunately has the downside of alienating all its partners. Do they want to take that risk?
    Oct 3, 2012. 11:20 AM | 1 Like Like |Link to Comment
  • Microsoft: Still Strong In The Enterprise And Plenty Of Catalysts For Big Gains [View article]
    You have certainly shown how Microsoft's strength in the enterprise is reflected in the financials. All the other items are flat or not meaningful financially.

    Your buy call then boils down to your optimism that Windows 8 will gain traction and be the catalyst for growth of the company. What if it is not? The enterprise certainly is not upgrading to 8 when it is still digesting 7. If the consumer does not see a compelling reason to buy a Windows phone over iOS and Android then Microsoft will maintain a 5% or so marketshare in smartphones. If this happens the consumer will not be compelled to buy a pc to link to their phone.

    As you point out MSFT has a nice dividend, but that will not be enough if the current optimism in the stock vanishes.
    Oct 3, 2012. 11:11 AM | 3 Likes Like |Link to Comment
  • Without Steve Jobs, Apple Is Without A Map [View article]
    The point is pride and control.
    Oct 3, 2012. 10:54 AM | Likes Like |Link to Comment
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