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  • Apple Could Drop Google For Bing In Safari [View article]
    Over the last 10 yrs. Apple is up almost 4 times as much as Amazon and more than 5 times as much as Google. Now that's real profit! When a company profits, stock profits will follow.
    Nov 30, 2014. 09:52 PM | Likes Like |Link to Comment
  • Apple Could Drop Google For Bing In Safari [View article]
    While Apple maps was certainly not quite up to snuff when it was first launched, it is virtually indistinguishable from Google maps these days. I use Apple maps almost exclusively on my iOS devices but still use Google maps on my office PC and I don't see any difference in the results. I do still like the presentation of traffic on Google maps better than on Apple maps even though the basic info is the same.
    Nov 30, 2014. 12:53 AM | Likes Like |Link to Comment
  • Does Berkshire's Duracell Deal Mean That Buffett Thinks P&G Is Overvalued? [View article]
    @NW; I suspect that when WB leaves BRK (or dies) the same thing will happen as when Bill Gross left Pimco, regardless of the management that BRK has in place.
    Nov 17, 2014. 11:59 AM | 1 Like Like |Link to Comment
  • Does Berkshire's Duracell Deal Mean That Buffett Thinks P&G Is Overvalued? [View article]
    @Mike Nadel; "Only newspapers spend the resources investigating our corrupt politicians." Really?!? Like they've investigated the corrupt Obama administration for the last 6+ years? Get real. You need someone to pinch you so you can wake up from your dream.
    Nov 17, 2014. 11:27 AM | 1 Like Like |Link to Comment
  • Apple's iPhone Sales Are Surging While Samsung's Sales Are Sinking [View article]
    In all the comments about Apple vs. Samsung, I haven't heard anyone mention the fact that Apple removed almost all, if not all, Samsung components from the iPhone 6 and 6 Plus. TSM is making the SoC and they are sourcing memory and screens elsewhere too. Samsung bit the hand that fed them and are now paying the price in lost revenue. I believe I read that Samsung may get to fab the next iPhone SoC, so maybe they came to their senses or maybe Apple couldn't get the same deal elsewhere. No doubt Apple will continue to starve Samsung of revenue by sourcing most of their components from other companies that don't rip off their tech.
    Oct 22, 2014. 02:26 AM | 3 Likes Like |Link to Comment
  • 'Broken Sapphire' In Bull Market [View article]
    @jchapin; There are several specialty phones out there with sapphire displays, including various Vertu models and the Kyocera Brigadier. They are scratch resistant and often sold as "rugged" models. I haven't heard or read anything about their being especially prone to breaking or cracking their "brittle" screens when dropped.
    Oct 13, 2014. 10:57 AM | 2 Likes Like |Link to Comment
  • Why Apple Has To Take Bendgate Seriously [View article]
    While I think this whole bend gate thing is overblown, it's not 9 units out of 10mill in people's hands. It's 9 units out of a few million delivered so far. Still a small number.
    Sep 26, 2014. 11:10 AM | Likes Like |Link to Comment
  • Apple -2.8% as Bendgate, iOS 8.01 get more publicity [View news story]
    @Rebecca21; Exactly! Jobs was the one who nixed the iPad Mini at first and pooh-poohed the idea of larger screen iPhones. He was wrong in both instances. He also didn't like the idea of paying dividends even while amassing an obscene amount of cash (and equivalents) at Apple. Jobs WAS a stickler for details, but he wasn't perfect either.
    Sep 25, 2014. 02:00 PM | 5 Likes Like |Link to Comment
  • GT Advanced Technologies And InvenSense Are Prepping For Tremendous Sales Growth Over The Next 12 Months [View article]
    I remember reading something prior to 9/9 about Hyperion not adding to revenue until 2015 at the earliest. I was wondering how in the world were they going to be able to produce enough thin sheets of sapphire in the volumes required for an iphone if they weren't using Hyperion? Of course there was also the issue of the delayed final payment from Apple, so the writing was on the wall for all to see that GTAT was having issues which now appear to be yield issues.

    Now it seems that GTAT may indeed still have a bright future but how far out? Solar, Apple products, Hyperion, all sound promising but I'm starting to wonder if my investment in GTAT is dead money for a long time to come.
    Sep 22, 2014. 12:39 PM | 1 Like Like |Link to Comment
  • General Electric's Game-Changing Fuel Cell May Spark A Revolution [View article]
    You are still avoiding my question. If they are lower cost and good ROI, then why do they need subsidies at all? The FACT is they are not lower cost or good ROI w/o the subsidies. At least not yet. All of the proposals I have seen contain projections of increases in the utility costs to justify the higher up front costs of alternative power.
    Aug 12, 2014. 03:42 PM | Likes Like |Link to Comment
  • General Electric's Game-Changing Fuel Cell May Spark A Revolution [View article]
    You didn't answer my first question. I live in So.Calif. and have looked at costs of solar power. Even with the tax incentives, solar isn't cost effective for my home, whether leased, purchased outright, or purchased with a loan.

    You don't understand the concept of backup power at all. We don't live in a 3rd world country where people don't expect to have power 24 hrs. a day. Peak demand has almost nothing to do backup, except in rare instances. You are confusing excess or safety margin capacity with backup capacity. Peak demand can cause the occasional brown-out or even rarer black-out.

    Utilities are worried about decreased growth because of alternative power options, but they will evolve into distribution and backup brokers. They will likely also form partnerships with alternative power developers.

    GE's FC uses nat.gas, so it's just another variation of our current FF power production sources. Are you going to make and transport your own NG too? What happens when your factory's GE FC goes on the fritz or needs service? Do you shut your plant down or do you tap into utility power?

    Yup, times are changing
    Aug 11, 2014. 11:30 AM | Likes Like |Link to Comment
  • General Electric's Game-Changing Fuel Cell May Spark A Revolution [View article]
    If clean power is truly lower cost, giving 20-40% ROI/yr then why does it need ANY subsidy at all? I think you're the one on the river in Egypt. The technology has been around in various forms for many, many years now and still isn't cost competitive. It's getting better, but still not there yet.

    Again, I'm for "all of the above" when it comes to energy, but clean power just isn't cost competitive yet. There's also the factor of "not in my backyard" when it comes to windmills and large scale solar installations. The most efficient use would seem to be solar panels on every rooftop, with energy produced right where it is used, not produced in a far away mountain pass or desert installation. The problem with clean power also is, you have to have 100% duplicative, backup energy sources for when the sun isn't shining (night) or when the wind isn't blowing. Storage capacity hasn't even come close to matching clean power output so you can't save it and use it later.

    Please don't rant about my taxes being 20% higher. That's pure speculation and/or hyperbole by the anti-FF crowd to try to justify the subsidies given to various clean power schemes.
    Aug 10, 2014. 03:35 PM | Likes Like |Link to Comment
  • General Electric's Game-Changing Fuel Cell May Spark A Revolution [View article]
    So your $600B/yr "govt. subsidy" isn't really a subsidy at all. It is merely every possible external cost you can think of whether directly related to FF or not. Military cost? There's very little, if any, oil to be had in NATO countries or Japan or Korea yet we have major military presence there. Afghanistan has no oil for us.

    You want to try to equate external costs of FF usage with DIRECT TAX SUBSIDIES to all of the alternative energy producers and users. That's apples and oranges. Global warming? That's a hoax perpetrated by politicians and the beneficiaries of research grant money and the media and intended to foster a worldwide wealth transfer from advanced developed nations to developing nations. Climate change? Yes, the climate changes over time. Always has, always will.

    I'm not against alternative fuels and energy usage, except for the stupid ones like ethanol, which takes largely food stock and uses it for fuel. I'm more of an "all of the above" type that favors energy usage and production from all cost effective sources.
    Aug 9, 2014. 06:01 PM | Likes Like |Link to Comment
  • General Electric's Game-Changing Fuel Cell May Spark A Revolution [View article]
    Exactly where do you get your oft-repeated $600B/yr FF corporate welfare number? You constantly throw that out there like it's gospel and it just isn't so. Sounds like something you got from Jon Stewart or MSNBC.
    Aug 8, 2014. 11:45 AM | Likes Like |Link to Comment
  • General Electric's Game-Changing Fuel Cell May Spark A Revolution [View article]
    Exactly! Even in the fuel cell's purest form, they still rely on fossil fuel to produce the H2. I keep waiting to hear about an energy efficient way to produce H2 w/o using natgas as a feedstock. Maybe nuclear powered electrolysis?
    Jul 30, 2014. 11:19 AM | 1 Like Like |Link to Comment