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MrMatt

MrMatt
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  • Micron Technology (MU) Presents at Morgan Stanley Technology, Media & Telecom Conference (Transcript) [View article]
    My summary. They see the best margin opportunity from 3d TLC, which is going to be consumer or user level SSD. Other 3d nand is going to be primarily performance gains. Mobile dram demand growth is very broad based, not confined to any particular portion of the market.
    Mar 4, 2015. 08:34 PM | 2 Likes Like |Link to Comment
  • Developing Linux Is Essential To Intel's Success [View article]
    Some people don't know that. Or even what Linux is.
    Mar 3, 2015. 06:22 AM | 6 Likes Like |Link to Comment
  • Why Google Is Winning The Wallet Wars [View article]
    Closed systems are usually buggier and less secure.

    There is a reason OSX incorporated BSD code.
    Feb 26, 2015. 07:52 PM | 1 Like Like |Link to Comment
  • Apple iOS Versus Android: Is This The Turn Of The Tide? [View article]
    The Android phone makers made a few billion in profit off cell phones last year. I don't see how that signals impending doom.
    Feb 26, 2015. 07:10 PM | 7 Likes Like |Link to Comment
  • Apple iOS Versus Android: Is This The Turn Of The Tide? [View article]
    The only reason I'd switch to an iOS phone is it offered a vastly superior user experience than Android. Right now Lollipop is much more usable than iOS 8,and I have both.
    Feb 26, 2015. 06:55 PM | 1 Like Like |Link to Comment
  • Apple iOS Versus Android: Is This The Turn Of The Tide? [View article]
    I love my Nexus 5, it has been an excellent phone. My iPad is also an excellent product, but I find that iOS to be m check more problematic.
    When streaming a video, why does it stop part way through to tell me my storage is almost full?
    Feb 26, 2015. 05:51 PM | 1 Like Like |Link to Comment
  • Micron Investors Should Follow Baupost's Lead [View article]
    I slightly increased my oil exposure in January. Up nicely on that one too.
    It was a slight increase because I didn't have the stomach for anything more than a sliver of a position.
    Feb 26, 2015. 05:42 AM | 1 Like Like |Link to Comment
  • Why Google Is Winning The Wallet Wars [View article]
    Apple Pay was actually working in October.
    AFAIK Apple pay works just fine with a standard NFC terminal, and it's just Apple blocking the use of non US cards on Apple-Pay.

    My comment was really directed at "Android is for poor people who lack the discretionary income to justify stores buying the NFC readers".

    Almost every store already has an NFC reader, it's been a standard for several years. The above comment suggest that NFC deployment isn't as widespread.
    It's of general investing interest if NFC or other technologies aren't deployed as widely as I assume they would be.
    Feb 26, 2015. 03:12 AM | Likes Like |Link to Comment
  • Why Google Is Winning The Wallet Wars [View article]
    You mean like Wirelurker or Masque?
    Or just flaws in the SSL implementation?

    Really compiling a list here is dumb, since professionals already do this.
    If you're interested CERT (us-cert.gov) is a rather reputable place to start.
    Feb 26, 2015. 03:02 AM | 2 Likes Like |Link to Comment
  • Why Google Is Winning The Wallet Wars [View article]
    Here in Canada (Ontario specifically) NFC readers are pretty much everywhere, except the dollar store and Costco.

    Walmart, discount grocery stores, 7-11, all have NFC.
    It's been standard on most credit cards for a few years now.

    Is it really a unique/rare technology in the US?
    Feb 24, 2015. 07:58 PM | Likes Like |Link to Comment
  • Nobody Understands That Nobody Understands Supply And Demand [View article]
    Why don't you actually explain supply and demand?

    I actually think your "textbook" examples are excellent, just that few really grasp the underlying process that causes those results.

    Understanding demand elasticity and the follow up topics are really key to understand how supply and demand is actually observed in the real world.
    Feb 23, 2015. 08:27 PM | Likes Like |Link to Comment
  • Don't Over Think It, Buy Johnson & Johnson [View article]
    He is, but it's really just paying a bit more than your target for a still reasonably priced stock.
    I don't think it's overpriced, and it definitely isn't in my sell range yet.
    Feb 22, 2015. 09:12 AM | 4 Likes Like |Link to Comment
  • Do Apple's New iPhones Initiate Peak Android? [View article]
    I have Android lollipop and iOS 8 devices. They are both quite competitive neither is miles ahead of the other, and the pace of innovation on iOS is definitely slowing, while Android keeps o building.
    Not that it matters, iOS buyers and Android buyers are both extremely loyal.
    There is a lot of market available for both.
    I'm long both.
    Feb 17, 2015. 09:44 PM | Likes Like |Link to Comment
  • Google co-founders to sell $4.4B of stock [View news story]
    They won't even lose control.
    Feb 15, 2015. 09:40 AM | 3 Likes Like |Link to Comment
  • Apple aftershocks: Maybe it's Toyota that should be worried? [View news story]
    Hydrogen cars don't need the massive battery packs, or battery charge/replacement issues. It could return to the forefront.
    Feb 14, 2015. 03:15 PM | 8 Likes Like |Link to Comment
COMMENTS STATS
1,365 Comments
1,480 Likes