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  • Microsoft: My Reaction To Satya Nadella's Employee Email [View article]
    Nearly every very large corporation I visit is using windows and Microsoft's database and word processing. None are using android or ios for the above.

    Every hospital and health care related companies are using windows and windows based applications, spreadsheets and patient diagnostics software.

    The Surface Pro 3 is gaining popularity among consumers and even teens are talking about the Surface as well as how many imporvements Microsoft has made to Minecraft.
    Jun 29, 2015. 12:18 PM | 9 Likes Like |Link to Comment
  • eBay Takes A Step In The Right Direction [View article]
    eBay has far better pricing than Amazon and most vendor offer free shipping and no sales tax.
    Amazon continually has higher pricing and they charge even higher prices for products that are billed as "free one day shipping for prime members". You'll pay $99 per year for free shipping. Then your told that you'll get the item same day for free with prime. Amazon doesnt tell you that they have jacked up the price of the item and thus hidden the free shipping in the cost. Sorry, but I refuse to patronize such a deceptive company.

    Yesterday I ordered a Bonzai sidewinder water park for my kids to play with when they come to my office. It's $749.95 at Amazon if you want free shipping. It's $599.99 at an Amazon 3p seller if your willing to pay $49.49 for shipping.
    I bought it at Target for $499 with an additional 5% off with target red and free shipping. $474 at target vs. $649 and $749 at Amazon. Look it up for yourself.
    What moron would pay hundreds of dollars more for the glory of using it at Amazon. I think I may know one person who would pony up just to see that annoying arrow at his doorstep.

    All kidding aside. No reason to shop amaxon unless you really enjoy getting reamed. I'll save that experience when I go for the colonoscopy
    Jun 28, 2015. 01:44 PM | 1 Like Like |Link to Comment
  • Evercore downgrades Amazon, cites valuation and growing capex [View news story]
    I imagine Evercore wont be doing any investment business with Bezos & Co. anytime soon.
    Jun 25, 2015. 09:59 AM | 2 Likes Like |Link to Comment
  • Apple's iPad Problem And How To Solve It [View article]
    The iPad is what it is. The Air 2, is by far the finest tablet on the market. Its build quality is extraordinary and iMessage and Face Time are invaluable as are the apps.
    Its not a Surface Pro 3 and isn't intended to be.
    I use the Pro 3 for daily work, research etc. I use my Air 2 when I'm in the car due to cellular and to imessage, facetime and play games with the kids.
    My kids love their ipads and the apps and they wouldnt trade them for any other device.
    However, when my kids get old enough for their own computer, they say they would like a Surface Pro 3
    Each has its place but the iPad is the finest dedicated tablet.
    Jun 15, 2015. 01:29 PM | 2 Likes Like |Link to Comment
  • Amazon Valuation Post AWS Disclosure: Justified Or Not? [View article]
    Please correct me if I am wrong, but doesn't amzn have over 9 billion in debt?
    Jun 10, 2015. 03:19 PM | 3 Likes Like |Link to Comment
  • Apple WWDC: Making iPad Truly 'The Computer For The Rest Of Us' [View article]
    These are all welcome improvements to the iPad. Since I purchased the Surface Pro 3, I use my iPad Air 2 less and less. I mainly use it ofr games & face time with the kids.
    Regardless of the tweaks, my Air 2 cannot replace an actual computer. Apple needs an iPad thats a full pc like a Surface Pro 3
    Jun 10, 2015. 11:48 AM | 5 Likes Like |Link to Comment
  • Joy Global on the move [View news story]
    Joy is one of my core holdings as I believe it will be acquired. Quite a bit of money has come out of the stock and under $40 is a buy
    Jun 9, 2015. 10:56 AM | Likes Like |Link to Comment
  • Microsoft Is Pulling A Fast One On Google [View article]
    Its too bad because the windows phone is really an incredible piece of technology. Most people who have one, that I know, rave about it.

    Both my iphone 6 and 6 plus have a tremendous amount of bugs and glitches and I debate switching to the Windows platform.

    However, my kids have ipad airs and ipods and we constantly use facetime and imessage. I use an iPod for music. It keeps me with apple.

    That said, I absolutely love all our new windows touch screen computers, my Surface Pro 3 (which has quite a bit of free music offerings) and I find the new Bing to be quite incredible- I no longer use Google.

    I look forward to Windows 10 as well as to a cellular version of the Surface Pro.
    Jun 5, 2015. 02:13 PM | 5 Likes Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    The Apple watch will need to become a stand alone product without needing ties to the iPhone.
    Iphone is apple and without it they are in trouble.
    iPhone up 16%, Mac up 20%,itunes up 8%, iPad down 13% & ipod down 25%
    As a trader, I'm in and out of aapl many times a week. As an investor, aapl is severely overbought on a long term chart and I would not commit investment $$$ at this level.
    Jun 5, 2015. 12:09 PM | 1 Like Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    Apple got to where it is because of Jobs. Where was Schiller, Cue etc before Apple- what categories did they revolutionize?
    Apple is still riding on Jobs' iPhone and iPad. Without the iPhone Apple be in massive trouble.
    They will need another product such as the iPhone and the current iteration of the watch is not it.
    The apple watch needs to be a stand alone and not a device that needs to be tied to the phone.
    Only time will tell
    Jun 5, 2015. 11:19 AM | 1 Like Like |Link to Comment
  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    Its an interesting perspective. Ives is the closet thing to Steve Jobs in thought and execution. If Ives decides to "spend more time with his family" apple is in serious trouble.
    Over 90% of their revenue is the iphone and if it wanes, apple has a problem. I don't think the apple watch is on par with the iphone and ipad.
    I think longer term, without Jobs or Ives, apple worries me.
    May 28, 2015. 12:32 PM | 11 Likes Like |Link to Comment
  • Report: Apple prepping 12" iPads, dual-app viewing, multi-user login [View news story]
    Unless this 12.9" iPad is a full pc like the Surface Pro 3, why bother with it. The ipad Air 2 represents the perfect size according to Steve Jobs
    May 21, 2015. 02:42 PM | 7 Likes Like |Link to Comment
  • Another Amazon Prime competitor on deck? [View news story]
    EBay is floundering? Have you searched eBay lately? Where else can you buy socks to a $25,000 antique stock ticker machine to a $10,000,000 Picasso from Sotheby's.
    eBay has many high end "buy it now"vendors. Most offer far better pricing than amazon, free shipping and free returns. Just a Dyson vacum from Dyson's factory store on eBay- $399 with free shipping and no sales tax. Same Dyson was $629 on Amazon.
    May 21, 2015. 01:33 PM | 3 Likes Like |Link to Comment
  • Netflix: Understanding Its True Liabilities [View article]
    What "durable competitive" advantage does Amazon have that can't be replicated? They are a low margin reseller who's revenue has been slowing. Nearly every vendor now has lower pricing and free two day shipping - what does Amazon have that's proprietary?

    So far, no service compares to Netflix as far as content and user interface. I agree it may be overvalued,but this Mom's stock is currently a wall st fav and its run is not done. It could be short when it gets to overbought territory, but I'd quickly cover as I think traders would currently rush in an buy any meaningful dip.
    May 19, 2015. 08:09 AM | Likes Like |Link to Comment
  • Amazon May Justify Its Market Premium With Future Profits [View article]
    Amzn's revenue growth has been slowing of late. Amazon's creative accounting and wall streets acceptance of such allows amzn the luxury of being "deceptively profitable" when need be to boost the stock price.
    Since nearly every vendor like Home Depot, Walmart, Target Red, Toy R Us, Best buy, B & H photo, etc routinely has lower prices or price matches nd offers free shipping, amazon's cost advantage has evaporated. They are ballooned with debt.
    They had better be able to consistently have a real profit without the deceptive accounting. If not, there is 200 points to the downside if amzn disappoints. Currently the love fest with the street and amzn continues so I trade amzn daily, but I'm out by the market close.
    May 5, 2015. 10:53 AM | 11 Likes Like |Link to Comment