Seeking Alpha


Send Message
View as an RSS Feed
View davel's Comments BY TICKER:
Latest  |  Highest rated
  • Microsoft: The $70 Lumia 430 Should Alarm Samsung And Google [View article]

    Microsoft did have a phone platform 8 years ago.

    The problem was while it had all the functionality of the iPhone and more it wasn't very good. It was like all Microsoft products where you can perform the function but there were rough edges.

    It took microsoft 5 years to attempt to copy the experience Apple offers and by then it was too late.

    Microsoft offered a high end phone platform before Apple entered the market. That platforms got crushed once Apple entered.
    Mar 27, 2015. 06:03 AM | 1 Like Like |Link to Comment
  • Apple: Debunking The Recent Cowen Survey [View article]
    Mr Blair

    Let us assume all your numbers are correct.

    One fallacy of your argument - which is consistent in pretty much all your submissions - is all Android is the same.

    Two points

    1) in China ( the largest market ) Android is not Google which is the case everywhere else. While iOS is Apple everywhere

    2) comparing Android to iOS what are you comparing? Of the 1.5+ billion Android phones how many are high end smartphones which is the only market Apple is in? How many Android phones are positioned as an iPhone? Surely not all 1.5+ billion phones.

    As we all know only 2 manufacturers of phones actually make money. Everyone else loses money. Samsung the other company in this race is bleeding marketshare. Can the 6s save them? We shall see. But the previous generation of their flagship phone was less successful than the one before it which again was less successful than the one before that, so Samsung had better hope that this years model does well.

    So what is the population of high end smartphones that you are really comparing to Apple? Do you know? Does anyone? Let us say 10% of the population of iPhones sold last year came from Android. That is 10 million phones. A sizable number of high end phones. How many galaxy 5's did Samsung sell last year?

    These are the numbers you should be discussing. Please do not lump $600 phones with $30 ones.
    Mar 26, 2015. 08:51 PM | 2 Likes Like |Link to Comment
  • Apple's Plan To Rethink Television [View article]
    So I am confused by this.

    In the links this article is listed as an editor pick. After reading it I assume this was done because it talks about Apple.

    The title of the article references a submission discussing how Apple is rethinking TV. After reading this I am still trying to understand what if anything the author is contributing. It seems this is a warmed over article regarding Apple bundling content which as far as I can tell is not a strategy about rethinking anything, but Instead is a strategy that does what is already being done.
    Mar 22, 2015. 08:25 PM | 3 Likes Like |Link to Comment
  • Microsoft: The $70 Lumia 430 Should Alarm Samsung And Google [View article]
    I don't get it.

    The whole point of buying nokia was to be like Apple.

    Apple makes money selling premium hardware which is what Microsoft did the first round. Now I get that there is a new CEO that may change strategy, but what is the strategy? Is it to lose money on all hardware like all the losers who sell a billion devices so they can go bankrupt? In order to follow the fremium strategy microsoft would have to be Google. Do they make 98% of their money by selling users at all costs? That is not what I see. Microsoft is a software company that SELLS software. That is what they do. They do not sell user data to,advertisers as a business model.

    Unless they do this strategy makes no sense. It seems like a continuation of a previous direction of doing things just to do something which is the way to lose.

    As sensei Miyagi says in Karate Kid, 'karate do, or karate no do, no karate maybe.'
    Mar 22, 2015. 08:13 PM | Likes Like |Link to Comment
  • Apple's Electric Vehicle Opportunity [View article]

    I do not know anything about the fuel cell process nor its problems. All that you say may be true.

    However until they solve the sustainable power problem they should not take it off the table. Solar has been criticized for being too expensive, not efficient enough, etc.

    However I recently saw a graph that showed in the past decade the cost of solar has come down significantly to the point where it is in the neighborhood of fossil fuels. The problem with electricity is storage. Until they solve that problem electricity cannot be a good solution. Just look at phones. The big problem with phones is not the radio, the processor, the screen, etc it's the battery

    Also companies like GM and tesla are not in the position to do research which is what we are talking about. Gm just exited bankruptcy. Tesla has yet to make money. These companies can certainly invest in the last mile once the basic techniques of electrical storage or the efficacy of fuel cell has been established. Typically the government engages in basic research which is a problem as congress in the past decade or two keeps talking about cost efficiency.

    The modern world of high speed networks, integrated circuits would not exist if not for government funded research in the 1960's
    Mar 22, 2015. 06:22 PM | Likes Like |Link to Comment
  • Apple's Electric Vehicle Opportunity [View article]

    AAPL's employees can offer almost nothing to help Tesla

    As if Apple as the premier logistics company in the world has no expertise in worldwide logistics, quality, complexity, manufacturing, etc
    Mar 22, 2015. 06:14 PM | 1 Like Like |Link to Comment
  • Apple: More Data On The iOS/Android Struggle [View article]
    The problem that I see with vm for an os/machine is they seem to work with light use systems. In one of my jobs the company tried to replace my physical system with vm. So I humored them and it was a disaster.
    Mar 22, 2015. 06:04 PM | 1 Like Like |Link to Comment
  • Apple: More Data On The iOS/Android Struggle [View article]

    Just one question. What us the performance hit of the vm?

    I know in looking at specs for ios and android it seems to be a significant hit. For example processor cache on android seems to be double across the board. It's not apples to apples as they don't run the same chipset
    Mar 15, 2015. 11:06 PM | Likes Like |Link to Comment
  • Apple: More Data On The iOS/Android Struggle [View article]

    Are android devices generally little endian? If not wont you have an issue? What about floating point? Aren't there issues of precision across different chipsets?
    Mar 14, 2015. 07:57 PM | Likes Like |Link to Comment
  • Apple: More Data On The iOS/Android Struggle [View article]
    OkI can live with that
    Mar 11, 2015. 09:19 PM | Likes Like |Link to Comment
  • Apple: More Data On The iOS/Android Struggle [View article]
    @wil3714 - not having used those systems I will guess you need a large machine. Most likely an i7 or perhaps a server with a wide connection unless they have an efficient protocol.

    The other everyday user can get by with an i3 or atom chip or equivalent with 4gb of ram. Not too hard. Not sure I understand your point.
    Actually the everyday user can probably be good with a 10 year old chip with a low end graphics card.
    Mar 11, 2015. 09:11 PM | Likes Like |Link to Comment
  • Apple's Electric Vehicle Opportunity [View article]
    There is nothing wrong with fuel cell. Everyone is looking at different ways to power the future.

    The issue with electric is the battery. Until they solve that problem widespread electric cars are a problem.
    Mar 11, 2015. 09:05 PM | 1 Like Like |Link to Comment
  • Apple's Electric Vehicle Opportunity [View article]
    Why do 'investors' want to talk about Tesla/Apple?

    I'll give you a hint:$$

    Yes, that is right. A big acquisition means a big bonus.

    It's as simple as that. Half of Wall Street are sales people. What do they sell? Their services.
    Mar 11, 2015. 09:04 PM | Likes Like |Link to Comment
  • Apple: More Data On The iOS/Android Struggle [View article]

    As my description of the platforms is unsatisfactory for you I am at a loss to answer your question without you being more specific.

    Your characterization of everyday user, power user, etc is vague. Your definition of what that means and mine will likely be different.

    If you want me to be specific I ask that you do the same.

    What exactly is an every day user. What are their tasks? Same for the other categories you want a response to.

    Mar 10, 2015. 09:23 PM | Likes Like |Link to Comment
  • Apple: More Data On The iOS/Android Struggle [View article]

    You are right it is surface pro not rt pro.

    I am not sure what we are arguing about. I am well aware that the rt cannot use x86 applications while the pro can. Yes. I agree that the rt can view and modify windows files. Non microsoft applications can do the same.

    I think the sticking point is my assertion that microsoft has positioned the rt as part of the holistic windows family/ platform without satisfactory distinction regarding use and positioning. As I stated earlier, your previous post is an excellent description of the current utility of tablets.

    Your definition is limiting however as it is current state. It may not be a correct characterization for this year.

    For example you can fully program a Salesforce application with any browser. This is an example of a use case which goes beyond your clipboard model.

    I think we generally agree with disagreement on characterization of how Microsoft has positioned their product and the overall message of what windows means. My contention is there is a fundamental discord in their products and message which creates confusion and dissonance.
    Mar 10, 2015. 09:20 PM | Likes Like |Link to Comment