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  • Apple: Best Tasting Bear Ever? [View article]
    Moon, good comment. You caused me to think about what is motivating the global selloff. Some claim it is China's A share selloff or the Chinese government's policies to prop up their stocks. Others claim it is a global slowdown indicated by slowing Chinese GDP growth or low oil prices for the foreseeable future.

    SA readers: where is the silver lining in the current stormy volatility? There is money to be made somewhere.

    There are important lessons to learn here. Those who do not understand recent history...
    Aug 24, 2015. 12:23 PM | 5 Likes Like |Link to Comment
  • The Cloud Shake Out Has Begun [View article]
    themus, thanks for your disinformation. I just read ALL THREE links above. Annnnd, all three Web pages completely refute your above unsubstantiated claims.

    All three linked pages agree, Netflix has shut down its last internal data center & Netflix is "all in" the Amazon AWS cloud. I had listened to AWS executives discuss their Netflix customer's plans this past Spring. Everyone is consistent and on the same page...except for you.

    SA readers: Even though Netflix has no internal data centers, Netflix still has many internally operated PCs and some small servers. Netflix has financial, HR, internal security servers; however, they are small stuff. Netflix has branch offices with local IT resources.
    Aug 24, 2015. 12:13 PM | Likes Like |Link to Comment
  • Stocks: Perspectives On The Selloff [View article]
    Eric is a voice of reason with a logical analysis. I am sitting on dry powder that I accumulated for such an occasion as the "next market" correction.

    Meanwhile, the financial press is creating though this is devastating.

    I just checked this weekend. Both the US and UK macro economic forecasts are for well above 2 percent annual growth. This is recent. This takes into account low oil prices for the foreseeable future. Last week, several China experts estimated Chinese growth around 3-5 percent annualized.

    Live goes on. Those lucky Scots did not secede from Britain; they would be bankrupt and at the mercy of their local politicians.
    Aug 23, 2015. 09:41 PM | 5 Likes Like |Link to Comment
  • Intel Inside The iPad Pro? [View article]
    Ken, if you want a keyboard, test drive a MacBook Air or the newest MacBook. You WILL buy it; even if you dual boot Windows on it.

    I have studied the Microsoft Surface offerings. Microsoft Surface is worse than useless w/o a keyboard. Even the Windows Store employees agree the keyboard is mandatory.

    Compare Surface features and prices with Apple. Test drive both. Look at Apple's AppStore. Look at the Apple ecosystem starting with iTunes, iCloud, Apple Music. That is all it takes.
    Aug 23, 2015. 09:31 PM | Likes Like |Link to Comment
  • Intel Inside The iPad Pro? [View article]
    Gil, you are correct. Intel has lost the mobile market to ARM and a host of DIY ODMs. Microsoft execs have been screaming at Intel execs to supply "fanless SoC" designs.

    Apple completely dominates across mobile phone, tablet, and laptop implementations. Everyone knows the best "Windows laptops" are designed, built, and sold by Apple.

    Remember WINTEL for the past 9 years of repeated failures: under powered netbooks with jittery video and audio, over priced ultrabooks with short battery life, new tics and tocs with slight CPU performance boost over the previous generation, Windows 8 with one dumb window, touch UIs everywhere causing "gorilla arm", low resolution graphics only now becoming acceptable, FinFETs that cannot be manufactured reliably, on chip power regulators now removed from Skylake, happy smoke PR announcements that prove false.
    Aug 23, 2015. 09:22 PM | Likes Like |Link to Comment
  • Intel Inside The iPad Pro? [View article]
    PCS, where is the common sense?

    Mac OS X and iOS have the same Darwin core based on Mach OS with ported BSD services. Their UIs are different. They have been compiled for different "target CPUs" (i.e., x86_64 and ARM respectively). Their peripheral and network drivers are different in most cases.

    Apple Development has the very best compilers based on Apple's contributions to Clang and LLVM, hot spot analysis, advanced app launching, and much much more.

    Apple runs very efficiently. The Apple ecosystem is very advanced.

    PCS talks like a Microsoft fanboi excited about Windows 10.

    Apple has many things Microsoft cannot have, starting with security. Apple has app signing, GateKeeper, File Vault, personalized Privacy Settings. Windows 10 keeps telling Microsoft all about what you are doing, even after you configure it not to.
    Aug 23, 2015. 09:02 PM | 1 Like Like |Link to Comment
  • The Cloud Shake Out Has Begun [View article]
    themus, yes, I know that Netflix is "all in" the Amazon AWS cloud.

    Yeah, LOL back at you. Your link is humorous disinformation.
    Aug 22, 2015. 09:19 AM | Likes Like |Link to Comment
  • Why The Fed Is Wishy-Washy [View article]
    I thought August was going to be boring. Now, I am considering what that wizard from Omaha said about fear & greed.

    It only took 2 days for some moron to proclaim blood in the streets. Today, one headline screamed blood. Yawn...

    Oil in the 30's for the foreseeable future is the predictable story arc. That, and back to school and the holiday season. Same old stuff. Life goes on.

    Annnd, watch volatility rise for the nearterm. Be a good picker; buy the dips; there is gold in them thar' stocks.
    Aug 21, 2015. 06:38 PM | 3 Likes Like |Link to Comment
  • The Tribble With Telcos - Short Verizon [View article]
    Verizon does not own the cell phone towers; Verizon leases space on those cell phone towers. Verizon owns spectrum.

    Verizon owns a lot of dry copper pairs. After hurricane Sandy, Verizon did not want to rebuild the destroyed copper infrastructure. In my neighborhood, Verizon is doing everything they can to get customers off copper pairs so Verizon can abandon POTS in favor of cellular and FIOS.

    Verizon owns AOL. Verizon has no way forward. Dialup modem anyone?
    Aug 21, 2015. 06:27 PM | 2 Likes Like |Link to Comment
  • How Will Amazon Win War On Rising Shipping Costs? Can It? [View article]
    Dan, are you just one of those desperate Amazon "shorts"?

    I see FUD. I smell FUD. I know FUD. Way too personal U R. Way 2 dismissive of Gary.
    Aug 20, 2015. 08:16 PM | Likes Like |Link to Comment
  • How Will Amazon Win War On Rising Shipping Costs? Can It? [View article]
    PCS, have U heard about the robots unionizing. Annnnd, NYT has a year's worth of hit articles going into excruciating detail about robot/human conflicts. Oh, the pathos, suffer the poor robots. heh-heh-heh

    Seriously, NYT might double their paid subscribers from 1 million to 2 million. Right now NYT management is facing a serious revenue shortfall and significant cutbacks are being considered.

    Maybe, Walmart can hide from their bad press concerning employees and unionizing efforts and poor sales.
    Aug 20, 2015. 08:11 PM | Likes Like |Link to Comment
  • Chinese Become More Selective Smartphone Buyers [View article]
    Apple iPhones are growing market share globally, especially in China.

    The article is accurate in saying 2nd and later time buyers are more sophisticated customers.
    Aug 20, 2015. 07:56 PM | 19 Likes Like |Link to Comment
  • Morgan Stanley downgrades Cisco, cites spending needs and IT priorities [View news story]
    Juniper would poison Cisco's corporate culture. When I saw the stream of ex-Microsoft executives join Juniper, I immediately worried. I compare Microsoft's impact on Juniper to Nokia.

    No thank you, for Cisco merging with Juniper.
    Aug 20, 2015. 04:54 PM | 1 Like Like |Link to Comment
  • Morgan Stanley downgrades Cisco, cites spending needs and IT priorities [View news story]
    User, I believe in Cisco's future but I bank Cisco's dividends.
    Aug 20, 2015. 04:51 PM | Likes Like |Link to Comment
  • Morgan Stanley downgrades Cisco, cites spending needs and IT priorities [View news story]
    Steve, I agree with you.

    SA readers: If not Cisco, who will replace Cisco?

    The whole SDN and NFV hyperbole is crazy talk by marketeers. SW cannot switch/route packets as fast as custom HW can. SDN does not scale and cannot fill up the optical fibers. My experience with SDN white boxes is they can only "sustain" 5 percent of a 1 Gbps Ethernet link. SDN delay is way too slow for distributed algorithms.

    By the time executives understand they wasted their money, the SDN marketeers and consultants will be busy on the next big thing.
    Aug 20, 2015. 04:46 PM | 1 Like Like |Link to Comment