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MrMatt

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  • One Can't Really Love Alibaba [View article]
    efactor,
    Great article, let me quote from your article.

    “[The VIE] simply doesnʼt work—I canʼt be more straightforward than that,” says Bernstein."

    I'll stay away.
    Sep 23 05:55 AM | Likes Like |Link to Comment
  • Is Amazon About To Crush LeapFrog? [View article]
    A toddler wouldn't have any trouble with Android or iOS after a short period of time.

    My 2 year old plays just fine on an iPad, switches apps just fine, he even understands that Netflix stops working when we leave the house, so he has to switch to "videos".
    Even then he realizes that only the videos without a price or cloud will work in the car.

    Now I'm a proud papa and he's clearly the smartest 2yr old in the known universe, but he's been doing this for a while, I don't imagine your typical 2 year old is going to have any trouble with a bit of scrolling and picking apps.
    Sep 22 01:05 PM | Likes Like |Link to Comment
  • Is Amazon About To Crush LeapFrog? [View article]
    I think Leapfrog makes great product.
    But Amazon is a very tough competitor, they are big, with a lot of resources.

    Most importantly they have shareholder support to keep operating at negligible profit. Very few companies can pull off the valuation they've had for so long.

    I think the education market is seen as an appealing market to have, and companies like LF will have trouble fighting off Amazon and Apple.
    Sep 22 11:18 AM | Likes Like |Link to Comment
  • Google: It's Time To Deliver [View article]
    Google has been delivering. The estimates are just a bit optimistic.

    Regarding the vs Apple comparisons, Apple had their flat stock price in 2012, Google was flat in 2013.

    I think Android L is going to be nice, but really shipping devices isn't where Google makes money today. Their Hardware business is IMO more of a publicly available reference platform. With Apple their hardware business is their core business.
    Sep 22 08:53 AM | 1 Like Like |Link to Comment
  • Investors Will Ultimately Understand How Ridiculous Ford Motor's Valuation Is [View article]
    @Tony Pow,

    Look at the Heinz or Burger King deal.

    BRK/Buffett can still find/make some amazing deals.

    Sure BRK is huge and these deals are only a few billion each, but they're significant and promise outstanding risk adjusted returns.
    Sep 17 11:21 AM | Likes Like |Link to Comment
  • Investors Will Ultimately Understand How Ridiculous Ford Motor's Valuation Is [View article]
    BRK seems to be doing just fine investing in other capital intensive industries.
    Oil specifically, but there is also rail and other examples if you look.

    Just because Warren Buffett takes a pass doesn't mean that it isn't a good investment.
    Even BRK can't afford to say yes to every appealing investment.
    Sep 17 09:33 AM | 5 Likes Like |Link to Comment
  • iPhone 6 And Android Value [View article]
    RattyUK,
    The SDK with Android L preview has been out for a while, I've been playing with it, I don't see much missing that prevents me from doing what I need to do.
    What important APIs have been removed? None that I'm using in my apps have been removed.

    Maybe your experience is different than mine, but I've found that with heavy use my sons iPad bogs down every week or so, even if all apps are closed, which is quickly resolved with a reboot.

    2007?
    My post is from September 2014, Apple just announced that in the next release (not yet out) that they are catching up on some of the features I've mentioned previously (here on SA over a year ago actually).

    There are others, one of the things Apple has been very successful at is limiting options, which simplifies their UI. It's a key part of their usability strategy.
    As a user I think the improvements they are making are good. As a shareholder I don't know if this is going the wrong direction, most Apple customers are satisfied and aren't concerned with the shortcomings.
    Sep 12 10:41 AM | 1 Like Like |Link to Comment
  • iPhone 6 And Android Value [View article]
    iOS devices suffer performance issues too, really not all that dissimilar to Android.

    The lock screen hangs and become unresponsive, they'll bog down if not rebooted periodically. Using both on a regular basis I can't say one OS is clearly better than the other, however iOS is comparitively lacking in features.
    Sep 11 02:10 PM | 1 Like Like |Link to Comment
  • iPhone 6 And Android Value [View article]
    "Not really. You're not glad at all as you're just being a snarky git."

    I won't deny being a bit snarky, but I am actually quite glad that Apple is apparently implementing features that they should have had years ago.

    I do think there are benefits to shareholders if Apple implements these missing features.

    What is getting locked down in L?
    I'm not having trouble myself, and I'm not aware of serious complaints from developers.
    Sep 11 12:00 PM | 1 Like Like |Link to Comment
  • iPhone 6 And Android Value [View article]
    So iOS 8 might actually implement features that have been in the Android world since at least the iOS 5 days? (I bought my phone 2 years ago)

    I'm glad that Apple is finally catching up, but why does it take them so long to implement basic usability features? As a customer I find it frustrating.

    However as a shareholder, they do a mindboggling good job of keeping their customers happy, despite the product shortcomings, so it's almost a non-issue.
    Sep 11 11:15 AM | 2 Likes Like |Link to Comment
  • ARM Holdings Has 3 Advantages Over Its Peers [View article]
    Doesn't the ARM Holdings market look a bit like Android to anyone?

    One master (ARM/Android), with several hardware partners, who are trying to differentiate themselves.

    For ARM it seems like a good strategy, but I'm not sure it's going to be great for the chipmakers. Just like some argue Android isn't going to give phonemakers great margins either.

    At the lower end ARM solutions are <$1. For a current project I'm leaning towards a small ARM chip instead of AVR (Atmel) or PIC (Microchip)
    Sep 11 09:22 AM | 1 Like Like |Link to Comment
  • iPhone 6 And Android Value [View article]
    For me, thie big one is "you can change the keyboard". I suggest people try SwiftKey when it is available, the predictive dictionary is awesome.

    Of course now Samsung has the Alpha coming out, so Apple isn't the only one making a smaller "top end" phone. I don't want a 6" phone, that's why I bought a tablet.

    I'm one of those personal taste Android users. iOS is apparently going to make strides in usability, but iOS is still lacking, why don't they have anything like Googles "Share" function?
    Sep 11 09:13 AM | 3 Likes Like |Link to Comment
  • Apple's Low-Cost Business Mac: PC Implications [View article]
    You're right, if the internet connection goes down you are still able to work with ChromeOS.

    I really don't get what you see as the advantage of this device.
    You've built a low powered product, on par with a Chromebox, which is <$200.

    But priced near $400, it falls far short from a fully functional solution like the Intel NUC systems.
    Sep 9 03:01 PM | Likes Like |Link to Comment
  • Apple's Low-Cost Business Mac: PC Implications [View article]
    Functionality is reduced if there is no net connection, but they aren't "dead", I think you've been watching too many MSFT commercials.

    Not that it matters, I'd imagine a desktop (like the Chromebox or your low cost PC) would be connected to the internet anyway.
    Sep 9 12:35 PM | Likes Like |Link to Comment
  • A Tale Of Two Phablets: Apple's iPhone 6 And The BlackBerry Passport [View article]
    Phablets were neat, but if you have a tablet, it's nicer to have a smaller, more reasonable sized phone.

    I'm somewhat annoyed that I can't get a top spec'd phone with a smaller screen, all the high spec phones seem to be phablets now.
    Sep 9 09:56 AM | 2 Likes Like |Link to Comment
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