Seeking Alpha

Copious28

Copious28
Send Message
View as an RSS Feed
View Copious28's Comments BY TICKER:
Latest  |  Highest rated
  • Wall Street Breakfast: Microsoft Announces Windows 9 Event Following Mojang Acquisition [View article]
    Thanks for that explanation. I thought they mixed up stories.
    Sep 16 08:08 AM | 3 Likes Like |Link to Comment
  • We Need An iPhone 6 Teardown! [View article]
    That "hypocrisy" you speak of is really just marketing. Heck of a marketing team they have.
    Sep 15 08:53 AM | Likes Like |Link to Comment
  • Micron: Two Scenarios [View article]
    Lefty, what?! Do you know how many phones go in the toilet each year? Do you know what happens when said person gets the latest and greatest phone? The person next to them want one...

    http://cnet.co/1nPgvbP

    Then there is dropping, stolen, leaving them in cabs and soon to be ex-wives destroying them (should have deleted the pics)! All together, that has to be at least 40%/year! ;)
    Sep 11 08:53 PM | 3 Likes Like |Link to Comment
  • Micron: Two Scenarios [View article]
    Gnawks -- Depends on the maker--but from what I have seen, the software needs to be reworked (rewritten, recompiled) to work with new OS's. I think anyone that is serious in this business would be doing just that, its not a big barrier.

    Windows phone OS is not bloated, and really, the since 2000 rewrite, then Vista, XP, and windows 7, its only gotten more efficient. I dont have enough experience with windows 8 on a desktop to comment, but the phone is really good. Usually problems occur from 3rd party with regards to app code or devices/drivers--not windows/office/etc.
    Sep 11 06:55 PM | Likes Like |Link to Comment
  • We Need An iPhone 6 Teardown! [View article]
    Traders are saving up to buy $BABA.
    Sep 11 04:42 PM | 4 Likes Like |Link to Comment
  • We Need An iPhone 6 Teardown! [View article]
    Thank G-d you became an attorney. ;)
    Sep 11 12:14 PM | 7 Likes Like |Link to Comment
  • Micron: Two Scenarios [View article]
    I didnt finish my thought...I was going start talking 64-bit software and 64-bit processor...but that gets into a whole other part of specs. ;)

    I use a windows phone (provided by my employer), mostly because it has great Exchange/Active Directory integration. My main use is, ah-hem, as a phone.

    I think the watch, phone and apple pay are really compelling in this iteration, even for me. The only way to really know if its faster/better than what you have is to go and compare them.

    Back to Micron/DRAM - I do think that these phones move the needle on consumption. A new iPhone might get a consumer to go into ATT and look at phones, even if they end up buying a Samsung.
    Sep 10 07:25 PM | Likes Like |Link to Comment
  • Micron: Two Scenarios [View article]
    Um, no. I am betting its better at multi-tasking, both because of efficiently written software.

    What phone are you using? Are you using apps?


    Sep 10 06:47 PM | Likes Like |Link to Comment
  • Micron: Two Scenarios [View article]
    OH, and that game engine they released - 'Metal', which allows game writers to get 'closer to bare metal' is all about reducing software overhead. Apple has spent a lot of time and money on optimizations that would reduce the need for DRAM. That tells me they are both prepared and ahead of the curve on software optimizations. I expect it is the same with IOS itself.

    They get it. They control the platform, they can reduce their need for a very costly part. Money well spent.
    Sep 10 02:55 PM | 1 Like Like |Link to Comment
  • Micron: Two Scenarios [View article]
    I am an IT guy. People are technology stupid, the greater percentage of them anyway. Capacity as you said is NAND. That is the storage where pictures, phone contacts, etc are stored.
    Most people dont understand how these things work. If the software (OS, hardware drivers, application) is extremely well written and is memory efficient, then a phone could require less DRAM to function at optimum levels. So the fact that Samsung has 3GB DRAM in a phone could mean dittly squat if Android is a bloated mess.
    If you take away the data point, then there is no comparison. AND just because they took it away doesnt mean there isnt 1.5GB. It just means they dont want the Sheeple to compare it to Samsung and say "oh, that doesnt have as much RAM, whatever that is, so I dont want it"
    This also works the other way--I remember Dell/HP/etc putting 4GB of ram in workstations (years ago) and selling people on "high performance". Little did they know that the bottleneck was the spinning hunk of metal where the data was stored.
    I hope that both makes sense and I answered the question you were asking.
    Sep 10 02:49 PM | 7 Likes Like |Link to Comment
  • Micron: Two Scenarios [View article]
    Its more likely that 'everyone' are selling their winners to buy Alibaba. Micron is one of those winners. But if you noticed, we have now bounced off the bottom (demand zone, supports, whatever your strategy is). 'Suffering' is still up a masssssssiiiiive amount for me, and I continue to make money on the swings.
    Sep 10 01:42 PM | 2 Likes Like |Link to Comment
  • Micron: Two Scenarios [View article]
    ...or they dont want the consumer to directly compare to competitors phones.
    Sep 10 11:30 AM | 5 Likes Like |Link to Comment
  • Micron: Two Scenarios [View article]
    iWatch will require dram and nand, so more demand. And quietly, Intel released a watch and is partnering with Fossil.

    I think the 'apple supplier' play is definitely played out.
    Sep 9 03:00 PM | 1 Like Like |Link to Comment
  • Micron: Two Scenarios [View article]
    Russ, you know better than quote Digitimes to support your thesis!
    Sep 3 09:51 PM | 9 Likes Like |Link to Comment
  • Wall Street Breakfast: Google Developing Delivery Drone Fleet [View article]
    See my link above.
    Aug 29 09:58 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
384 Comments
483 Likes