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  • Apple's Insurmountable Lead Over Commodity ARM Processors [View article]
    Thing is that most of the phones on the market are good enough. My Nexus 5 is just fine, I have friends with older iPhones. There is just no compelling reason to upgrade. This is as bad for Apple as it is for Wintel.
    Sep 30, 2015. 07:42 PM | 1 Like Like |Link to Comment
  • Despite The High Yield, Ford Is Ultimately Not Very Attractive [View article]
    They might not teach aluminum welding in shop class, but it isn't an obscure technology.
    If they are using other methods, it's because of a particular design need.
    Sep 23, 2015. 05:27 PM | Likes Like |Link to Comment
  • Google, others in the crosshairs as iOS ad-blockers arrive [View news story]
    All that data mining about what I'm interested is part of how Google gives me the best search results and more relevant ads.
    They provide services that I find useful and they do so at a profit, just like Seeking Alpha.
    I've consented to this trade off, nothing evil about that.
    Sep 18, 2015. 04:54 PM | 3 Likes Like |Link to Comment
  • Amazon Is Profitable, Facebook Is Not [View article]
    Walmart shipped nearly as fast as Amazon here.
    I loved being able to order cases of baby wipes with free shipping, great convenience.
    Sep 17, 2015. 09:50 PM | Likes Like |Link to Comment
  • Amazon brings Prime Now to L.A., gives Prime subs 6-month WaPo trials [View news story]
    Google and Amazon are different businesses. I'm long both.
    Sep 16, 2015. 04:46 PM | 1 Like Like |Link to Comment
  • Amazon Is Profitable, Facebook Is Not [View article]
    There are plenty of resources for everyone to live middle class.
    Sep 16, 2015. 06:29 AM | Likes Like |Link to Comment
  • Another Look: Some Facts Investors Might Have Missed In Ford's May Sales Numbers [View article]
    Slight drop in unit sales, but higher average price & margin.

    If you're going to see a drop in sales, better it come from the lower margin product.
    Jul 9, 2015. 07:15 PM | 1 Like Like |Link to Comment
  • Is Any Company A Major Threat To Apple? [View article]
    That doesn't mean there isn't a risk of commoditization.

    My Nexus 5 is a dream to use, and I see no reason to upgrade. I know iPhone 4 users who are still satisfied and see no point in upgrading.

    No reason to upgrade is one of the problems behind the Wintel slowdown.
    Jul 6, 2015. 06:56 PM | 6 Likes Like |Link to Comment
  • Ambarella Makes A Genius Acquisition [View article]
    Or the Google cars which will post ads for similar destinations during the trip.
    Jul 4, 2015. 08:53 AM | 1 Like Like |Link to Comment
  • Detour Gold Shareholders Should Be Looking To Sell In 2018 [View article]
    I'm okay with that, as long as it's priced in the $20's.
    Jul 1, 2015. 11:15 AM | Likes Like |Link to Comment
  • Google Is More Like Christopher Columbus Before He Found The New World [View article]
    I've got an iPad, and it's pretty good.

    I also have a Nexus 5 and it's great, when I upgraded from my Galaxy, it was pretty simple. I entered my google account on the new device, and I was there.
    My contacts, my email, my calendar, my documents.

    Google isn't hardware, and it isn't just the software, it's how everything fits and makes me more productive, even if I'm using Windows & iOS. Which is the point, Google will work with whatever system you're using. Myself I find it convenient to have a cross platform solution.

    Microsoft beating Google? They've spent how many billion on Bing, and it still isn't competitive, and that's just a search engine.

    I'm not counting MSFT out, they're a big company with a lot of smart people, but I'm not expecting them to knock Google out.
    Google, Apple & MSFT all saw what happened when Blackberry got arrogant and stopped paying attention.
    Jun 28, 2015. 09:10 PM | 1 Like Like |Link to Comment
  • Smith & Wesson launches $50M buyback; shares rise [View news story]
    Some people think guns are bad, they lump them right in there with tobacco.

    Heck it's the ATF, they've gotta be equally bad?

    I'd actually love to own a few of their new products, but Canadian gun laws...
    Jun 28, 2015. 10:57 AM | Likes Like |Link to Comment
  • Why Google Shouldn't Buy Twitter [View article]
    Google opinions will determine the exact demographics of a user.
    Also I find Google ads particularly relevant, I've even purchased products through them.
    Facebook ads are way off the mark. I have no need or even interest in some of the stuff they are advertising.
    Jun 22, 2015. 09:24 PM | 1 Like Like |Link to Comment
  • Google Is More Like Christopher Columbus Before He Found The New World [View article]
    " the odds are against it for the simple reason that lightning never strikes twice. "

    Most of the time lightning strikes the same point over and over again.

    That's the whole point of lightning rods, the real question is if you think Google is a lightning rod or not.

    Personally I think they're willing to try a bunch of ideas, but they recognize good ones that aren't theirs as well, Youtube and Android appear to have worked out quite well.
    Heck Youtube alone makes up for all the bad company purchases they've made, which is the point.

    Google will make multi billion dollar bets, that's something almost nobody else is willing to try.
    Jun 22, 2015. 05:59 PM | Likes Like |Link to Comment
  • Google Is More Like Christopher Columbus Before He Found The New World [View article]
    What if they can drive it down so cheap that it IS profitable to sell to them?

    Read up on microfinance, a lot of people were ignoring this need, until people found a way to break even and even profit on it.

    You're missing the Google plan, find and try new ideas, then figure out if they can make them profitable. No, there isn't a lot of money in reminding me where I parked my car, but they do that.

    The end result is, I as a user find Google useful, as an investor I've also found them to be profitable. Keep doing both I'll be happy.

    I'll leave it up to management on how they work the stuff in between the two points I care about.
    Jun 20, 2015. 10:30 PM | 1 Like Like |Link to Comment