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    <title>sean.parmelee's Comments</title>
    <description>sean.parmelee's Comments RSS Syndication from SeekingAlpha.com</description>
    <link>http://seekingalpha.com/user/985620/comments</link>
    <item>
      <title>Tim Cook (AAPL) on the five-inch smartphone: "Our competitors have made some significant trade-offs in many of these areas in order to ship a larger display. We would not ship a larger display iPhone while these trade-offs exist." He adds that if IDC's right, the smartphone market declined 30% since December, so Apple's decline of 15% beat the market.</title>
      <link>http://seekingalpha.com/currents/post/961851?source=feed#comment-18048921</link>
      <guid isPermaLink="false">18048921</guid>
      <content>
        <![CDATA[Ben, that would be a good point if not for what chopchop points out below--the battery size is roughly proportional to the screen, so this is not an issue. There is no phone that lasts &quot;30 minutes,&quot; iPhone or Android, 4&quot; or 5&quot;, and battery life has far more to do with individual usage habits than with battery size. Moreover, Apple's products have consistently had significantly above-average battery life, so even a design that compromises in this area would likely result in a phone whose battery life is more middle-of-the-road.]]>
      </content>
      <pubDate>Wed, 24 Apr 2013 16:47:45 -0400</pubDate>
      <description>
        <![CDATA[Ben, that would be a good point if not for what chopchop points out below--the battery size is roughly proportional to the screen, so this is not an issue. There is no phone that lasts &quot;30 minutes,&quot; iPhone or Android, 4&quot; or 5&quot;, and battery life has far more to do with individual usage habits than with battery size. Moreover, Apple's products have consistently had significantly above-average battery life, so even a design that compromises in this area would likely result in a phone whose battery life is more middle-of-the-road.]]>
      </description>
    </item>
    <item>
      <title>Tim Cook (AAPL) on the five-inch smartphone: "Our competitors have made some significant trade-offs in many of these areas in order to ship a larger display. We would not ship a larger display iPhone while these trade-offs exist." He adds that if IDC's right, the smartphone market declined 30% since December, so Apple's decline of 15% beat the market.</title>
      <link>http://seekingalpha.com/currents/post/961851?source=feed#comment-18030021</link>
      <guid isPermaLink="false">18030021</guid>
      <content>
        <![CDATA[There are no trade-offs and I challenge Tim Cook or anyone else to explain, rationally, what the iPhone 5 has at this point that high-end Android phones do not, from a hardware standpoint (leave the OS out of it). If you walk into a store that sells smart phones, you cannot help but be struck by the fact that the iPhone (particularly the pre-5 versions that are now selling at bargain prices) is easily among the smallest models on display. Apple's argument appears to be that their idiosyncratic aesthetic preferences trump whatever market research all of their competitors have apparently done, which resulted in the design of these ever-larger phones. This stubborn attitude might have been okay when the iPhone was, by a pretty wide margin, the best phone out there--and for a few years, it was--but now that all smart phones are much closer in terms of features and perceived quality, I don't see how Apple intends to prevent losing its market share little by little over the coming years. It would be one thing to innovate only once, and simply coast thereafter, but for Apple now to swim against the tide is utterly foolish.]]>
      </content>
      <pubDate>Wed, 24 Apr 2013 10:29:13 -0400</pubDate>
      <description>
        <![CDATA[There are no trade-offs and I challenge Tim Cook or anyone else to explain, rationally, what the iPhone 5 has at this point that high-end Android phones do not, from a hardware standpoint (leave the OS out of it). If you walk into a store that sells smart phones, you cannot help but be struck by the fact that the iPhone (particularly the pre-5 versions that are now selling at bargain prices) is easily among the smallest models on display. Apple's argument appears to be that their idiosyncratic aesthetic preferences trump whatever market research all of their competitors have apparently done, which resulted in the design of these ever-larger phones. This stubborn attitude might have been okay when the iPhone was, by a pretty wide margin, the best phone out there--and for a few years, it was--but now that all smart phones are much closer in terms of features and perceived quality, I don't see how Apple intends to prevent losing its market share little by little over the coming years. It would be one thing to innovate only once, and simply coast thereafter, but for Apple now to swim against the tide is utterly foolish.]]>
      </description>
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    <item>
      <title>At the open: Dow +0.04% to 14081. S&amp;amp;P +0.21% to 1519. Nasdaq +0.29% to 3172. Treasurys:  30-year +0.07%. 10-yr +0.08%. 5-yr +0.04%. Commodities:  Crude +0.08% to $92.83. Gold -0.36% to $1589.9. Currencies:  Euro -0.14% vs. dollar. Yen +0.13%. Pound -0.08%.</title>
      <link>http://seekingalpha.com/currents/post/858911?source=feed#comment-15646171</link>
      <guid isPermaLink="false">15646171</guid>
      <content>
        <![CDATA[Thank you for this.]]>
      </content>
      <pubDate>Thu, 28 Feb 2013 14:20:38 -0500</pubDate>
      <description>
        <![CDATA[Thank you for this.]]>
      </description>
    </item>
    <item>
      <title>American Apparel (APP): Q3 EPS of -$0.18 misses by $0.15. Revenue of $162.1M (+15% Y/Y) beats by $3M. (PR)</title>
      <link>http://seekingalpha.com/currents/post/662951?source=feed#comment-15483411</link>
      <guid isPermaLink="false">15483411</guid>
      <content>
        <![CDATA[Whoops, the above should read &quot;$0.125 of the $0.179 EPS miss is due to mark-to-market re-valuation of stock warrants, not past or future cash expenditures. A non-GAAP EPS with these warrants excluded would be -$0.536.&quot;]]>
      </content>
      <pubDate>Mon, 25 Feb 2013 13:24:04 -0500</pubDate>
      <description>
        <![CDATA[Whoops, the above should read &quot;$0.125 of the $0.179 EPS miss is due to mark-to-market re-valuation of stock warrants, not past or future cash expenditures. A non-GAAP EPS with these warrants excluded would be -$0.536.&quot;]]>
      </description>
    </item>
    <item>
      <title>Microsoft's Surface Pro: Yay Or Nay?</title>
      <link>http://seekingalpha.com/article/1165431/comments?source=feed#comment-14721821</link>
      <guid isPermaLink="false">14721821</guid>
      <content>
        <![CDATA[This is by far the best comment in the thread, possibly better even than the article. Kudos.]]>
      </content>
      <pubDate>Thu, 07 Feb 2013 20:20:34 -0500</pubDate>
      <description>
        <![CDATA[This is by far the best comment in the thread, possibly better even than the article. Kudos.]]>
      </description>
    </item>
    <item>
      <title>The PlayStation 4 (SNE) will feature a controller sporting a touchpad and allow multiple users to simultaneously log in, gaming site Kotaku reports. The PS4's development kit is said to contain 4 dual-core AMD Bulldozer CPUs, along with an AMD GPU, 8GB of RAM, and a 160GB hard drive. AMD is already expected to be a key supplier for the next-gen Xbox. Look for Microsoft's console to be announced at the June 11-13 E3 gaming conference; Sony's could be announced a little earlier.</title>
      <link>http://seekingalpha.com/currents/post/780601?source=feed#comment-14143021</link>
      <guid isPermaLink="false">14143021</guid>
      <content>
        <![CDATA[Amazing how quickly the incessant ridicule of Nintendo's Wii U gamepad has turned into imitation.]]>
      </content>
      <pubDate>Fri, 25 Jan 2013 08:23:11 -0500</pubDate>
      <description>
        <![CDATA[Amazing how quickly the incessant ridicule of Nintendo's Wii U gamepad has turned into imitation.]]>
      </description>
    </item>
    <item>
      <title>With Apple, What A Difference A Week Makes</title>
      <link>http://seekingalpha.com/article/1129651/comments?source=feed#comment-14097491</link>
      <guid isPermaLink="false">14097491</guid>
      <content>
        <![CDATA[$AAPL had an anomalously good 1Q12, and the stock soared anomalously high for much of the early part of that year. Why are people now complaining that in the absence of sustained performance at those levels, the stock is failing to maintain prices at those levels?]]>
      </content>
      <pubDate>Thu, 24 Jan 2013 10:25:44 -0500</pubDate>
      <description>
        <![CDATA[$AAPL had an anomalously good 1Q12, and the stock soared anomalously high for much of the early part of that year. Why are people now complaining that in the absence of sustained performance at those levels, the stock is failing to maintain prices at those levels?]]>
      </description>
    </item>
    <item>
      <title>November Nonfarm Payrolls:&amp;nbsp;+146K&amp;nbsp;vs. consensus +93K, October revised to +138K from +171K. Unemployment rate&amp;nbsp;7.7%&amp;nbsp;vs. consensus 7.9%, 7.9% previous.</title>
      <link>http://seekingalpha.com/currents/post/706881?source=feed#comment-12379131</link>
      <guid isPermaLink="false">12379131</guid>
      <content>
        <![CDATA[Tack,<br/><br/>The sad reality is that people with degrees in &quot;environmental sustainability&quot; will find ample employment, either in the EPA itself, or in the compliance departments of any number of corporations and institutions.]]>
      </content>
      <pubDate>Fri, 07 Dec 2012 17:24:23 -0500</pubDate>
      <description>
        <![CDATA[Tack,<br/><br/>The sad reality is that people with degrees in &quot;environmental sustainability&quot; will find ample employment, either in the EPA itself, or in the compliance departments of any number of corporations and institutions.]]>
      </description>
    </item>
    <item>
      <title>November Nonfarm Payrolls:&amp;nbsp;+146K&amp;nbsp;vs. consensus +93K, October revised to +138K from +171K. Unemployment rate&amp;nbsp;7.7%&amp;nbsp;vs. consensus 7.9%, 7.9% previous.</title>
      <link>http://seekingalpha.com/currents/post/706881?source=feed#comment-12377841</link>
      <guid isPermaLink="false">12377841</guid>
      <content>
        <![CDATA[More kids have a college education now than at any other time in the history of the U.S. because a college education is now less valuable and more expected than at any other time in the history of the U.S. A combination of high tuition, the discrediting of trade schools and community colleges, and the proliferation of useless degrees has resulted in more and more kids all holding the same piece of paper. Do you think it's worth as much now? You might go on to cite the fact that more kids than ever before are pursuing graduate degrees, but that's because they can't find a job with just an undergraduate degree (or don't want to work in the jobs they can find) and would rather simply stay in school forever, despite the costs. Grad school is the new college. Maybe in another few decades, we'll be marveling at the number of young postdoctoral fellows in America.]]>
      </content>
      <pubDate>Fri, 07 Dec 2012 16:33:47 -0500</pubDate>
      <description>
        <![CDATA[More kids have a college education now than at any other time in the history of the U.S. because a college education is now less valuable and more expected than at any other time in the history of the U.S. A combination of high tuition, the discrediting of trade schools and community colleges, and the proliferation of useless degrees has resulted in more and more kids all holding the same piece of paper. Do you think it's worth as much now? You might go on to cite the fact that more kids than ever before are pursuing graduate degrees, but that's because they can't find a job with just an undergraduate degree (or don't want to work in the jobs they can find) and would rather simply stay in school forever, despite the costs. Grad school is the new college. Maybe in another few decades, we'll be marveling at the number of young postdoctoral fellows in America.]]>
      </description>
    </item>
    <item>
      <title>November Nonfarm Payrolls:&amp;nbsp;+146K&amp;nbsp;vs. consensus +93K, October revised to +138K from +171K. Unemployment rate&amp;nbsp;7.7%&amp;nbsp;vs. consensus 7.9%, 7.9% previous.</title>
      <link>http://seekingalpha.com/currents/post/706881?source=feed#comment-12359721</link>
      <guid isPermaLink="false">12359721</guid>
      <content>
        <![CDATA[People need to stop trotting out the &quot;boomers are retiring&quot; canard every time the labor force shrinks. If you think that's the cause, it's because you're not looking at the data. The percent of those 65 years and older who are not retired continues to climb, from 16.5% in mid 2008 to 19% last month. Therefore, the rate at which boomers are retiring is substantially slower than the rate at which boomers are reaching retirement age. If retirement-age boomers were the only group that affected labor force participation rate, then fewer retirements means the rate should be increasing, not decreasing as is observed. The retirement explanation is just flat-out wrong.<br/><br/>By working longer, these relatively high-wage employees are contributing to higher unemployment among those just entering the workforce, who are relatively cheaper to employ. Rising food prices, loss of home equity, loss of retirement savings are all forcing the near-retirement age to postpone their plans and stay in the labor force.<br/><br/>Moreover, the average duration of unemployment (40 weeks) remains approximately double that of the previous record (21 weeks in 1983), and is a post-war high. The participation rate among those aged 16 to 19 is the lowest ever recorded in the post-war era, meaning that the current generation of future laborers has the least work experience of any generation in history. These are terrible precedents.]]>
      </content>
      <pubDate>Fri, 07 Dec 2012 10:29:01 -0500</pubDate>
      <description>
        <![CDATA[People need to stop trotting out the &quot;boomers are retiring&quot; canard every time the labor force shrinks. If you think that's the cause, it's because you're not looking at the data. The percent of those 65 years and older who are not retired continues to climb, from 16.5% in mid 2008 to 19% last month. Therefore, the rate at which boomers are retiring is substantially slower than the rate at which boomers are reaching retirement age. If retirement-age boomers were the only group that affected labor force participation rate, then fewer retirements means the rate should be increasing, not decreasing as is observed. The retirement explanation is just flat-out wrong.<br/><br/>By working longer, these relatively high-wage employees are contributing to higher unemployment among those just entering the workforce, who are relatively cheaper to employ. Rising food prices, loss of home equity, loss of retirement savings are all forcing the near-retirement age to postpone their plans and stay in the labor force.<br/><br/>Moreover, the average duration of unemployment (40 weeks) remains approximately double that of the previous record (21 weeks in 1983), and is a post-war high. The participation rate among those aged 16 to 19 is the lowest ever recorded in the post-war era, meaning that the current generation of future laborers has the least work experience of any generation in history. These are terrible precedents.]]>
      </description>
    </item>
    <item>
      <title>Microsoft (MSFT) will charge a hefty $899 for the 64GB version of Surface Pro, and $999 for the 128GB version. Touch/type covers are sold separately. There's a good chance Surface Pro will be seen as just one name in a sea of Windows 8 Pro tablets and convertibles, especially since its use of an Intel (INTC) Core i5 CPU has made it a little thicker/heavier than models running on Intel's Clover Trail. Meanwhile, Digitimes is reporting Microsoft has cut its Q4 Surface RT orders in half to 2M&amp;nbsp; - that's a negative for NVDA. (NPD data)</title>
      <link>http://seekingalpha.com/currents/post/691541?source=feed#comment-12091321</link>
      <guid isPermaLink="false">12091321</guid>
      <content>
        <![CDATA[Funny how according to most comments in this thread the Surface Pro is either the best of both worlds based on never having used it, or the worst of both worlds based on never having used it. Let's wait to form extreme opinions until we've used one, people.]]>
      </content>
      <pubDate>Thu, 29 Nov 2012 17:58:48 -0500</pubDate>
      <description>
        <![CDATA[Funny how according to most comments in this thread the Surface Pro is either the best of both worlds based on never having used it, or the worst of both worlds based on never having used it. Let's wait to form extreme opinions until we've used one, people.]]>
      </description>
    </item>
    <item>
      <title>American Apparel (APP): Q3 EPS of -$0.18 misses by $0.15. Revenue of $162.1M (+15% Y/Y) beats by $3M. (PR)</title>
      <link>http://seekingalpha.com/currents/post/662951?source=feed#comment-11567811</link>
      <guid isPermaLink="false">11567811</guid>
      <content>
        <![CDATA[$0.13 of the $0.15 EPS miss is due to mark-to-market re-valuation of stock warrants, not past or future cash expenditures. A non-GAAP EPS with these warrants excluded would be -$0.06.]]>
      </content>
      <pubDate>Tue, 13 Nov 2012 17:42:03 -0500</pubDate>
      <description>
        <![CDATA[$0.13 of the $0.15 EPS miss is due to mark-to-market re-valuation of stock warrants, not past or future cash expenditures. A non-GAAP EPS with these warrants excluded would be -$0.06.]]>
      </description>
    </item>
    <item>
      <title>Yahoo's (YHOO) latest home page revamp, currently in trial mode, clearly has mobile in mind. A set of Windows 8-like photo tiles take up plenty of screen real estate, and Yahoo compensates by cutting down on icons, text links, and display ad modules. A previous test for Yahoo's home page, which gets 4.4B page views/month, involved a news feed that infinitely scrolls (much like Twitter). Separately, Yahoo disclosed in its Q3 10-Q it has bought back $212M in shares thus far in Q4, after buying $190M in Q3.</title>
      <link>http://seekingalpha.com/currents/post/656621?source=feed#comment-11435971</link>
      <guid isPermaLink="false">11435971</guid>
      <content>
        <![CDATA[AAPL is going to be late to the game on live content home screens. Tim Cook can grumble all he wants about how Windows 8 is &quot;confusing&quot; but he can't ignore the trend.]]>
      </content>
      <pubDate>Fri, 09 Nov 2012 16:46:45 -0500</pubDate>
      <description>
        <![CDATA[AAPL is going to be late to the game on live content home screens. Tim Cook can grumble all he wants about how Windows 8 is &quot;confusing&quot; but he can't ignore the trend.]]>
      </description>
    </item>
    <item>
      <title>Apple (AAPL): FQ4 EPS of $8.67 misses by $0.08. Revenue of $36B (+27% Y/Y) beats by $200M. 26.9M iPhones sold, 14M iPads, 5.3M iPods. Shares halted. (PR)</title>
      <link>http://seekingalpha.com/currents/post/613861?source=feed#comment-10931391</link>
      <guid isPermaLink="false">10931391</guid>
      <content>
        <![CDATA[Hah, &quot;quality over quantity.&quot; No, quantity of dollars is all that matters. Try telling NOK that their extremely well-reviewed phones make them number one.]]>
      </content>
      <pubDate>Fri, 26 Oct 2012 10:32:55 -0400</pubDate>
      <description>
        <![CDATA[Hah, &quot;quality over quantity.&quot; No, quantity of dollars is all that matters. Try telling NOK that their extremely well-reviewed phones make them number one.]]>
      </description>
    </item>
    <item>
      <title>Apple (AAPL): FQ4 EPS of $8.67 misses by $0.08. Revenue of $36B (+27% Y/Y) beats by $200M. 26.9M iPhones sold, 14M iPads, 5.3M iPods. Shares halted. (PR)</title>
      <link>http://seekingalpha.com/currents/post/613861?source=feed#comment-10928151</link>
      <guid isPermaLink="false">10928151</guid>
      <content>
        <![CDATA[Yes, actually.]]>
      </content>
      <pubDate>Fri, 26 Oct 2012 09:30:51 -0400</pubDate>
      <description>
        <![CDATA[Yes, actually.]]>
      </description>
    </item>
    <item>
      <title>Apple (AAPL): FQ4 EPS of $8.67 misses by $0.08. Revenue of $36B (+27% Y/Y) beats by $200M. 26.9M iPhones sold, 14M iPads, 5.3M iPods. Shares halted. (PR)</title>
      <link>http://seekingalpha.com/currents/post/613861?source=feed#comment-10906781</link>
      <guid isPermaLink="false">10906781</guid>
      <content>
        <![CDATA[What percent did the guidance miss by, John?]]>
      </content>
      <pubDate>Thu, 25 Oct 2012 16:55:04 -0400</pubDate>
      <description>
        <![CDATA[What percent did the guidance miss by, John?]]>
      </description>
    </item>
    <item>
      <title>Apple (AAPL): FQ4 EPS of $8.67 misses by $0.08. Revenue of $36B (+27% Y/Y) beats by $200M. 26.9M iPhones sold, 14M iPads, 5.3M iPods. Shares halted. (PR)</title>
      <link>http://seekingalpha.com/currents/post/613861?source=feed#comment-10906221</link>
      <guid isPermaLink="false">10906221</guid>
      <content>
        <![CDATA[You need to recalibrate your sarcasm detector.]]>
      </content>
      <pubDate>Thu, 25 Oct 2012 16:47:29 -0400</pubDate>
      <description>
        <![CDATA[You need to recalibrate your sarcasm detector.]]>
      </description>
    </item>
    <item>
      <title>Apple (AAPL): FQ4 EPS of $8.67 misses by $0.08. Revenue of $36B (+27% Y/Y) beats by $200M. 26.9M iPhones sold, 14M iPads, 5.3M iPods. Shares halted. (PR)</title>
      <link>http://seekingalpha.com/currents/post/613861?source=feed#comment-10906091</link>
      <guid isPermaLink="false">10906091</guid>
      <content>
        <![CDATA[Here come the AAPL apologists turning a small miss into a beat.]]>
      </content>
      <pubDate>Thu, 25 Oct 2012 16:46:01 -0400</pubDate>
      <description>
        <![CDATA[Here come the AAPL apologists turning a small miss into a beat.]]>
      </description>
    </item>
    <item>
      <title>Apple (AAPL): FQ4 EPS of $8.67 misses by $0.08. Revenue of $36B (+27% Y/Y) beats by $200M. 26.9M iPhones sold, 14M iPads, 5.3M iPods. Shares halted. (PR)</title>
      <link>http://seekingalpha.com/currents/post/613861?source=feed#comment-10905631</link>
      <guid isPermaLink="false">10905631</guid>
      <content>
        <![CDATA[AAPL officially out of business for good]]>
      </content>
      <pubDate>Thu, 25 Oct 2012 16:39:13 -0400</pubDate>
      <description>
        <![CDATA[AAPL officially out of business for good]]>
      </description>
    </item>
    <item>
      <title>Investors seem nervous ahead of Apple's (AAPL -1%) FQ4 report. Not only is Apple trading lower, so are component suppliers Cirrus Logic (CRUS -4%), OmniVision (OVTI -2.2%), Broadcom (BRCM -2%), and SanDisk (SNDK -1.7%). Expectations definitely aren't where they were on Sep. 21, the day the iPhone 5 launched and Apple made its all-time high. (earlier)</title>
      <link>http://seekingalpha.com/currents/post/613331?source=feed#comment-10903131</link>
      <guid isPermaLink="false">10903131</guid>
      <content>
        <![CDATA[<a rel='nofollow' target='_blank' href='http://seekingalpha.com/s/8ou9z'>http://seekingalpha.co...</a>]]>
      </content>
      <pubDate>Thu, 25 Oct 2012 15:43:02 -0400</pubDate>
      <description>
        <![CDATA[<a rel='nofollow' target='_blank' href='http://seekingalpha.com/s/8ou9z'>http://seekingalpha.co...</a>]]>
      </description>
    </item>
    <item>
      <title>Microsoft (MSFT) officially launches Windows 8 at an NYC event (live blog) that's light on new details. More importantly, a flurry of Windows 8 reviews are out. Like others, David Pogue isn't a fan of Microsoft's efforts to fuse two UIs: "TileWorld is fantastic for touch screens ... Desktop Windows is obviously designed for the mouse ... you can&amp;rsquo;t live exclusively in one world or the other." The Verge has similar concerns, but is more positive about Win. 8's tablet potential. "Picking up a tablet PC with Windows 8 makes an iPad feel immediately out of date." (more)</title>
      <link>http://seekingalpha.com/currents/post/612951?source=feed#comment-10902571</link>
      <guid isPermaLink="false">10902571</guid>
      <content>
        <![CDATA[HH,<br/><br/>I think you're right on all counts.]]>
      </content>
      <pubDate>Thu, 25 Oct 2012 15:29:26 -0400</pubDate>
      <description>
        <![CDATA[HH,<br/><br/>I think you're right on all counts.]]>
      </description>
    </item>
    <item>
      <title>Microsoft (MSFT) officially launches Windows 8 at an NYC event (live blog) that's light on new details. More importantly, a flurry of Windows 8 reviews are out. Like others, David Pogue isn't a fan of Microsoft's efforts to fuse two UIs: "TileWorld is fantastic for touch screens ... Desktop Windows is obviously designed for the mouse ... you can&amp;rsquo;t live exclusively in one world or the other." The Verge has similar concerns, but is more positive about Win. 8's tablet potential. "Picking up a tablet PC with Windows 8 makes an iPad feel immediately out of date." (more)</title>
      <link>http://seekingalpha.com/currents/post/612951?source=feed#comment-10900521</link>
      <guid isPermaLink="false">10900521</guid>
      <content>
        <![CDATA[Office is not the entirety of enterprise productivity, although it's worth mentioning that the inclusion of Office with the Surface must be considered when comparing its price to other devices' price. Moreover, I find it baffling that some people are simultaneously claiming that businesses will switch to iPads and force a totally unusable-for-enterprise device to work at the drop of a hat, but will not make minor adjustments to move to a newer Windows version. If I were an IT manager and I was under pressure to implement a tablet solution, I would be far more comfortable upgrading to Win 8 than switching to iOS. The iPad can't even print without a special app. No USB jump drives. iPad is dead in the water for most businessmen.]]>
      </content>
      <pubDate>Thu, 25 Oct 2012 14:43:04 -0400</pubDate>
      <description>
        <![CDATA[Office is not the entirety of enterprise productivity, although it's worth mentioning that the inclusion of Office with the Surface must be considered when comparing its price to other devices' price. Moreover, I find it baffling that some people are simultaneously claiming that businesses will switch to iPads and force a totally unusable-for-enterprise device to work at the drop of a hat, but will not make minor adjustments to move to a newer Windows version. If I were an IT manager and I was under pressure to implement a tablet solution, I would be far more comfortable upgrading to Win 8 than switching to iOS. The iPad can't even print without a special app. No USB jump drives. iPad is dead in the water for most businessmen.]]>
      </description>
    </item>
    <item>
      <title>Microsoft (MSFT) officially launches Windows 8 at an NYC event (live blog) that's light on new details. More importantly, a flurry of Windows 8 reviews are out. Like others, David Pogue isn't a fan of Microsoft's efforts to fuse two UIs: "TileWorld is fantastic for touch screens ... Desktop Windows is obviously designed for the mouse ... you can&amp;rsquo;t live exclusively in one world or the other." The Verge has similar concerns, but is more positive about Win. 8's tablet potential. "Picking up a tablet PC with Windows 8 makes an iPad feel immediately out of date." (more)</title>
      <link>http://seekingalpha.com/currents/post/612951?source=feed#comment-10898701</link>
      <guid isPermaLink="false">10898701</guid>
      <content>
        <![CDATA[You're contradicted by the early reviews. &quot;Come for the hardware, tolerate the software.&quot; Hardware is extremely positive in reviews, and people have used it on their laps just fine. And I think you hugely underestimate the appeal of the Surface Pro as a be-all-end-all device for enterprise customers, say, salesmen who split their time between the office and the road.]]>
      </content>
      <pubDate>Thu, 25 Oct 2012 14:09:20 -0400</pubDate>
      <description>
        <![CDATA[You're contradicted by the early reviews. &quot;Come for the hardware, tolerate the software.&quot; Hardware is extremely positive in reviews, and people have used it on their laps just fine. And I think you hugely underestimate the appeal of the Surface Pro as a be-all-end-all device for enterprise customers, say, salesmen who split their time between the office and the road.]]>
      </description>
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      <title>Microsoft (MSFT) officially launches Windows 8 at an NYC event (live blog) that's light on new details. More importantly, a flurry of Windows 8 reviews are out. Like others, David Pogue isn't a fan of Microsoft's efforts to fuse two UIs: "TileWorld is fantastic for touch screens ... Desktop Windows is obviously designed for the mouse ... you can&amp;rsquo;t live exclusively in one world or the other." The Verge has similar concerns, but is more positive about Win. 8's tablet potential. "Picking up a tablet PC with Windows 8 makes an iPad feel immediately out of date." (more)</title>
      <link>http://seekingalpha.com/currents/post/612951?source=feed#comment-10896531</link>
      <guid isPermaLink="false">10896531</guid>
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        <![CDATA[Samir,<br/><br/>While it is true that you can switch to desktop mode for some tasks, the start menu has been completely eliminated. That tile screen IS the start menu. Like many things on the computer, people who are very particular about the way they want to accomplish common tasks will simply need to do a lot of work arranging the tiles on that screen in a way that makes them happy. In desktop mode, they can also add a Quick Launch toolbar to the taskbar.]]>
      </content>
      <pubDate>Thu, 25 Oct 2012 13:24:39 -0400</pubDate>
      <description>
        <![CDATA[Samir,<br/><br/>While it is true that you can switch to desktop mode for some tasks, the start menu has been completely eliminated. That tile screen IS the start menu. Like many things on the computer, people who are very particular about the way they want to accomplish common tasks will simply need to do a lot of work arranging the tiles on that screen in a way that makes them happy. In desktop mode, they can also add a Quick Launch toolbar to the taskbar.]]>
      </description>
    </item>
    <item>
      <title>Microsoft (MSFT) officially launches Windows 8 at an NYC event (live blog) that's light on new details. More importantly, a flurry of Windows 8 reviews are out. Like others, David Pogue isn't a fan of Microsoft's efforts to fuse two UIs: "TileWorld is fantastic for touch screens ... Desktop Windows is obviously designed for the mouse ... you can&amp;rsquo;t live exclusively in one world or the other." The Verge has similar concerns, but is more positive about Win. 8's tablet potential. "Picking up a tablet PC with Windows 8 makes an iPad feel immediately out of date." (more)</title>
      <link>http://seekingalpha.com/currents/post/612951?source=feed#comment-10895381</link>
      <guid isPermaLink="false">10895381</guid>
      <content>
        <![CDATA[I used Win 8 for a few weeks and I can confirm that it is significantly faster across the board than Win 7 (running apps, startup, you name it), which was already widely praised for its speed.<br/><br/>I would also disagree with the assertion that because it has been optimized for touch, desktop users are getting the shaft. It took time to get used to the new ways of navigating the operating system, but there were very few things that were really annoying on my desktop PC.]]>
      </content>
      <pubDate>Thu, 25 Oct 2012 13:04:00 -0400</pubDate>
      <description>
        <![CDATA[I used Win 8 for a few weeks and I can confirm that it is significantly faster across the board than Win 7 (running apps, startup, you name it), which was already widely praised for its speed.<br/><br/>I would also disagree with the assertion that because it has been optimized for touch, desktop users are getting the shaft. It took time to get used to the new ways of navigating the operating system, but there were very few things that were really annoying on my desktop PC.]]>
      </description>
    </item>
    <item>
      <title>Is Coca-Cola 'Too Big To Grow' Now?</title>
      <link>http://seekingalpha.com/article/930231/comments?source=feed#comment-10635241</link>
      <guid isPermaLink="false">10635241</guid>
      <content>
        <![CDATA[Jacob,<br/><br/>How do the &quot;throwback&quot; sodas, which use white sugar, fit into Pepsi or Coke's business model? When I first saw these in stores I assumed they would be short-lived promotional items, but here they are, what, five or six years later?]]>
      </content>
      <pubDate>Wed, 17 Oct 2012 16:46:32 -0400</pubDate>
      <description>
        <![CDATA[Jacob,<br/><br/>How do the &quot;throwback&quot; sodas, which use white sugar, fit into Pepsi or Coke's business model? When I first saw these in stores I assumed they would be short-lived promotional items, but here they are, what, five or six years later?]]>
      </description>
    </item>
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      <title>September Nonfarm Payrolls: +114K vs. consensus +115K, +142K previous (revised from 96K). Unemployment rate 7.8% vs. consensus 8.2%, 8.1% previous.</title>
      <link>http://seekingalpha.com/currents/post/572701?source=feed#comment-10221871</link>
      <guid isPermaLink="false">10221871</guid>
      <content>
        <![CDATA[kmi,<br/><br/>Agreed that McCain was a terrible candidate and deserved to lose.<br/><br/>I've already answered your question about how Obama has engendered socialism in America. His biggest failure as a president has been his total unwillingness to reduce spending in any meaningful way. It's to the point that I genuinely believe that Obama does not consider federal spending at 23% of GDP to be a problem, and that the only thing the federal budget really needs at this point is more tax revenue. By crowding out the private economy, Obama is slowly but surely pushing us down the path to European-style soft socialism, where half of GDP is government spending on social programs and the vast majority of the population receives some form of welfare services.<br/><br/>As another specific example, consider the case of college tuition. Everyone knows that college tuition is exploding, year after year, despite no matching explosion in the quality of education. This money is going into a black hole of bloated compensation packages, bureaucracy, and fancy new buildings and classroom equipment. Even the part-time jobs the universities offer to students have absurd compensation--$10/hour for the kid who swipes meal cards in dining halls is perfectly normal. To pay for it all, most students now attending universities in the U.S. are receiving federal student loans for the majority of their tuition costs. College tuition is exploding because these students are told that their loans are not a big deal, that they don't have to pay them off for a long time (and may never have to, since student loan forgiveness is a topic that never seems to go away), and that everyone needs a four-year liberal arts degree from a prestigious university to succeed in the working world. As with healthcare--where people with employer-sponsored insurance have no idea how much the services they're receiving cost--these students have no idea whether the education they're receiving is a good value or not, compared to community colleges, to splitting two years at a community college and two years at a four-year university, to not going to college at all, or to going to a different college. Kids (and their parents) just pick a school they like and take out a loan for it. Where I'm going with all of this is that there's no real college education market (just as there's no real health care market) because most people in it are, however temporarily, having someone else foot the bill. Obama's solution to this has been to say that the lenders are the problem, and nationalized the student loan business so that he could write more loans. Let's be honest, if it were up to him, there would be a guaranteed college education for everyone. (On the healthcare front, Obama demagogues the idea of eliminating tax breaks for employer-sponsored health insurance. ObamaCare also basically eliminated the concept of high-deductible health savings account-type insurance, which also encourages people to become aware of the costs of health services. And of course Obama completely rejects the Medicare Advantage model.) On every issue involving exploding costs--federal social programs like Medicare, Medicaid, and Social Security; college tuition; private health insurance--Obama's approach has been to say, &quot;Even though there is no market, the market has failed. The private corporations involved are to blame. Therefore, I would like to put those corporations out of business and provide their services to everyone for free.&quot; Still looking for specific examples? How about the illegal and unnecessary government takeover of GM? An orderly bankruptcy proceeding would have sufficed there, but Obama preferred to use his &quot;false choice&quot; rhetoric, proclaiming that the choice was either to nationalize GM or to liquidate the entire apparatus. How about the stimulus itself, which rather than stimulate anything in the private sector, went largely to bail out irresponsible state governments so that huge unionized worker compensation structures would not have to be re-negotiated. As Romney has repeatedly pointed out, Obama believes that the solution to all of America's problems is government. Or, as the Democrats in Charlotte put it, &quot;Government is the only thing we all belong to.&quot; The socialist utopia is a society where the space between the government and the individual--which for the great bulk of American history has been filled by the family, the community, private enterprises, religious groups, etc.--is made as small as possible. Hence &quot;The Life of Julia.&quot; I could go on like this forever, but I think more is probably less at this point.]]>
      </content>
      <pubDate>Fri, 05 Oct 2012 17:53:20 -0400</pubDate>
      <description>
        <![CDATA[kmi,<br/><br/>Agreed that McCain was a terrible candidate and deserved to lose.<br/><br/>I've already answered your question about how Obama has engendered socialism in America. His biggest failure as a president has been his total unwillingness to reduce spending in any meaningful way. It's to the point that I genuinely believe that Obama does not consider federal spending at 23% of GDP to be a problem, and that the only thing the federal budget really needs at this point is more tax revenue. By crowding out the private economy, Obama is slowly but surely pushing us down the path to European-style soft socialism, where half of GDP is government spending on social programs and the vast majority of the population receives some form of welfare services.<br/><br/>As another specific example, consider the case of college tuition. Everyone knows that college tuition is exploding, year after year, despite no matching explosion in the quality of education. This money is going into a black hole of bloated compensation packages, bureaucracy, and fancy new buildings and classroom equipment. Even the part-time jobs the universities offer to students have absurd compensation--$10/hour for the kid who swipes meal cards in dining halls is perfectly normal. To pay for it all, most students now attending universities in the U.S. are receiving federal student loans for the majority of their tuition costs. College tuition is exploding because these students are told that their loans are not a big deal, that they don't have to pay them off for a long time (and may never have to, since student loan forgiveness is a topic that never seems to go away), and that everyone needs a four-year liberal arts degree from a prestigious university to succeed in the working world. As with healthcare--where people with employer-sponsored insurance have no idea how much the services they're receiving cost--these students have no idea whether the education they're receiving is a good value or not, compared to community colleges, to splitting two years at a community college and two years at a four-year university, to not going to college at all, or to going to a different college. Kids (and their parents) just pick a school they like and take out a loan for it. Where I'm going with all of this is that there's no real college education market (just as there's no real health care market) because most people in it are, however temporarily, having someone else foot the bill. Obama's solution to this has been to say that the lenders are the problem, and nationalized the student loan business so that he could write more loans. Let's be honest, if it were up to him, there would be a guaranteed college education for everyone. (On the healthcare front, Obama demagogues the idea of eliminating tax breaks for employer-sponsored health insurance. ObamaCare also basically eliminated the concept of high-deductible health savings account-type insurance, which also encourages people to become aware of the costs of health services. And of course Obama completely rejects the Medicare Advantage model.) On every issue involving exploding costs--federal social programs like Medicare, Medicaid, and Social Security; college tuition; private health insurance--Obama's approach has been to say, &quot;Even though there is no market, the market has failed. The private corporations involved are to blame. Therefore, I would like to put those corporations out of business and provide their services to everyone for free.&quot; Still looking for specific examples? How about the illegal and unnecessary government takeover of GM? An orderly bankruptcy proceeding would have sufficed there, but Obama preferred to use his &quot;false choice&quot; rhetoric, proclaiming that the choice was either to nationalize GM or to liquidate the entire apparatus. How about the stimulus itself, which rather than stimulate anything in the private sector, went largely to bail out irresponsible state governments so that huge unionized worker compensation structures would not have to be re-negotiated. As Romney has repeatedly pointed out, Obama believes that the solution to all of America's problems is government. Or, as the Democrats in Charlotte put it, &quot;Government is the only thing we all belong to.&quot; The socialist utopia is a society where the space between the government and the individual--which for the great bulk of American history has been filled by the family, the community, private enterprises, religious groups, etc.--is made as small as possible. Hence &quot;The Life of Julia.&quot; I could go on like this forever, but I think more is probably less at this point.]]>
      </description>
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      <title>September Nonfarm Payrolls: +114K vs. consensus +115K, +142K previous (revised from 96K). Unemployment rate 7.8% vs. consensus 8.2%, 8.1% previous.</title>
      <link>http://seekingalpha.com/currents/post/572701?source=feed#comment-10211991</link>
      <guid isPermaLink="false">10211991</guid>
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        <![CDATA[kmi, apologies if I came across as confrontational. That wasn't my intent. With that said, asking a series of pointed questions implicitly involves making an argument. In all three of your questions, the implicit argument I read seemed to involve the &quot;false choice&quot; fallacy that Obama is fond of using in his stump speeches.<br/><br/>I don't find Romney's &quot;leave it up to the states&quot; argument to be a bad one, considering the unconstitutionality of the ACA is irrelevant on a state level, where governments explicitly have plenary powers. The only real issue is why he decided to pursue an ACA-style policy as governor. I have no idea. He said in the debate that he likes it.<br/><br/>As I've made clear, I don't think the notion of &quot;fundamentally altering the country&quot; (an argument which is made by both parties, by the way) is helpful or accurate. It is a continuum, and the issue is how far to the left or right we as a nation want to be. You and I may dislike the rhetoric that's been used, but I wholeheartedly support the continued gridlock in Washington and extended debate about the role of government that it entails. It's a good thing.<br/><br/>To answer your question of how Obama has pushed the needle in favor of socialism is very simple: all you have to do is look at what percentage of GDP he would like to be devoted to government social services. If a 100% socialist society would spend 100% of GDP on social services, because the government controls 100% of the means of production, then the % of GDP spent by the federal government on social services in a mixed economy is a very rough measure of how far to the left or right we lie on that continuum we've discussed. It is plain as day that Obama's solution to chronic deficits is increased taxes, to make permanent current levels of spending. (His oft-repeated &quot;$1 of new taxes for every $2.5 of spending cuts&quot; is a farce and is more like $10 of new taxes for every $1 of spending cuts, when the budgetary gimmicks are stripped out.) It is equally clear that Romney's (and in particular, Ryan's) solution is decreased spending. (I should also point out that only a fool can't figure out that Romney intends to eliminate or restrict a number of popular tax deductions, including mortgage interest. He's not stupid enough to come out and say it, because Democrats' demagoguery and fear-mongering on this issue has blinded most people to the necessity of reform.) The feasibility of either man's proposal is irrelevant: one man wants current spending levels to continue or even accelerate, while the other wants to restore historical spending levels.]]>
      </content>
      <pubDate>Fri, 05 Oct 2012 13:56:51 -0400</pubDate>
      <description>
        <![CDATA[kmi, apologies if I came across as confrontational. That wasn't my intent. With that said, asking a series of pointed questions implicitly involves making an argument. In all three of your questions, the implicit argument I read seemed to involve the &quot;false choice&quot; fallacy that Obama is fond of using in his stump speeches.<br/><br/>I don't find Romney's &quot;leave it up to the states&quot; argument to be a bad one, considering the unconstitutionality of the ACA is irrelevant on a state level, where governments explicitly have plenary powers. The only real issue is why he decided to pursue an ACA-style policy as governor. I have no idea. He said in the debate that he likes it.<br/><br/>As I've made clear, I don't think the notion of &quot;fundamentally altering the country&quot; (an argument which is made by both parties, by the way) is helpful or accurate. It is a continuum, and the issue is how far to the left or right we as a nation want to be. You and I may dislike the rhetoric that's been used, but I wholeheartedly support the continued gridlock in Washington and extended debate about the role of government that it entails. It's a good thing.<br/><br/>To answer your question of how Obama has pushed the needle in favor of socialism is very simple: all you have to do is look at what percentage of GDP he would like to be devoted to government social services. If a 100% socialist society would spend 100% of GDP on social services, because the government controls 100% of the means of production, then the % of GDP spent by the federal government on social services in a mixed economy is a very rough measure of how far to the left or right we lie on that continuum we've discussed. It is plain as day that Obama's solution to chronic deficits is increased taxes, to make permanent current levels of spending. (His oft-repeated &quot;$1 of new taxes for every $2.5 of spending cuts&quot; is a farce and is more like $10 of new taxes for every $1 of spending cuts, when the budgetary gimmicks are stripped out.) It is equally clear that Romney's (and in particular, Ryan's) solution is decreased spending. (I should also point out that only a fool can't figure out that Romney intends to eliminate or restrict a number of popular tax deductions, including mortgage interest. He's not stupid enough to come out and say it, because Democrats' demagoguery and fear-mongering on this issue has blinded most people to the necessity of reform.) The feasibility of either man's proposal is irrelevant: one man wants current spending levels to continue or even accelerate, while the other wants to restore historical spending levels.]]>
      </description>
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      <title>September Nonfarm Payrolls: +114K vs. consensus +115K, +142K previous (revised from 96K). Unemployment rate 7.8% vs. consensus 8.2%, 8.1% previous.</title>
      <link>http://seekingalpha.com/currents/post/572701?source=feed#comment-10209371</link>
      <guid isPermaLink="false">10209371</guid>
      <content>
        <![CDATA[The percentage of civilians over age 65 who are retired has been dropping steadily for the last several years. This value was 83.5% in June of 2008 and is 81.4% now. So the claim that baby boomers retiring in large numbers is driving down the labor force participation rate is simply inaccurate. There are more people working past 65 now than there were when the participation rate was 3% higher, because the pace of new retirees is slower than the pace of people who still work turning 65.<br/><br/>The reality is likely the exact opposite of the &quot;boomers&quot; argument: older workers are postponing retirement to try to regain the losses they sustained to their 401(k)s and property values, preventing younger employees from finding work. Moreover, because older workers command higher wages, this decreases the number of employees companies can hire, driving down employment among the entire population, not just the youngest cohort.]]>
      </content>
      <pubDate>Fri, 05 Oct 2012 12:57:31 -0400</pubDate>
      <description>
        <![CDATA[The percentage of civilians over age 65 who are retired has been dropping steadily for the last several years. This value was 83.5% in June of 2008 and is 81.4% now. So the claim that baby boomers retiring in large numbers is driving down the labor force participation rate is simply inaccurate. There are more people working past 65 now than there were when the participation rate was 3% higher, because the pace of new retirees is slower than the pace of people who still work turning 65.<br/><br/>The reality is likely the exact opposite of the &quot;boomers&quot; argument: older workers are postponing retirement to try to regain the losses they sustained to their 401(k)s and property values, preventing younger employees from finding work. Moreover, because older workers command higher wages, this decreases the number of employees companies can hire, driving down employment among the entire population, not just the youngest cohort.]]>
      </description>
    </item>
    <item>
      <title>September Nonfarm Payrolls: +114K vs. consensus +115K, +142K previous (revised from 96K). Unemployment rate 7.8% vs. consensus 8.2%, 8.1% previous.</title>
      <link>http://seekingalpha.com/currents/post/572701?source=feed#comment-10208711</link>
      <guid isPermaLink="false">10208711</guid>
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        <![CDATA[kmi,<br/><br/>All three of your arguments are classic examples of false-choice fallacies. 2MuchDebt and I have clearly explained how real economies are always mixed economies, wherein the degree to which socialism has creeped in is variable. This is what the real debate is about. The choice is not between social safety nets or nothing, nor between regulations or nothing, nor between the old status quo or ObamaCare. Such is exactly the campaign rhetoric of Democrats this election season: voters must choose between our regulations and another financial crisis, between our regulations and dirty air and water, between our social programs and throwing the poor, elderly, and disabled to the wolves, et cetera, ad nauseum.<br/><br/>The real reason these debates and broader political system have become so poisonous lately is because of absurd mischaracterizations of the other party's policy proposals. If you declare loudly and repeatedly to the American people that there is no common ground between you and your opponents, you just might create a reality in which that is true. Case in point: <a rel='nofollow' target='_blank' href='http://usat.ly/VFoJHA'>http://usat.ly/VFoJHA</a>]]>
      </content>
      <pubDate>Fri, 05 Oct 2012 12:44:40 -0400</pubDate>
      <description>
        <![CDATA[kmi,<br/><br/>All three of your arguments are classic examples of false-choice fallacies. 2MuchDebt and I have clearly explained how real economies are always mixed economies, wherein the degree to which socialism has creeped in is variable. This is what the real debate is about. The choice is not between social safety nets or nothing, nor between regulations or nothing, nor between the old status quo or ObamaCare. Such is exactly the campaign rhetoric of Democrats this election season: voters must choose between our regulations and another financial crisis, between our regulations and dirty air and water, between our social programs and throwing the poor, elderly, and disabled to the wolves, et cetera, ad nauseum.<br/><br/>The real reason these debates and broader political system have become so poisonous lately is because of absurd mischaracterizations of the other party's policy proposals. If you declare loudly and repeatedly to the American people that there is no common ground between you and your opponents, you just might create a reality in which that is true. Case in point: <a rel='nofollow' target='_blank' href='http://usat.ly/VFoJHA'>http://usat.ly/VFoJHA</a>]]>
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