• conshmillo 8:30 am on November 25, 2015 - 5 days ago


    btw. I tried new Apple’s Pencil and it works very well. No smudging. Quite responsive. Nice control. I like everything about it except the price.

    • Nicu

      Nicu 6:23 pm on November 25, 2015 5 days ago

      nice to hear positive things about Apple products from you ;)

      I do not draw, except for function graphs, electrical circuits and sketches for 3D modeling or sheet cutting, and I do some annotations on math papers and other stuff, but all media and personal hype about the pencil adds to my thirst to try / own it :D

      my wife wants one too, so we’re in for some hefty Christmas spending … we may delay it a bit, because we get (rent) a new flat again, so early Jan will be quite expensive again; one option is to move to Paris China Town, so maybe we will buy presents for the Chinese New Year :p

    • Zee

      Zee 7:31 pm on November 26, 2015 4 days ago

      Yes yes. Barrons reviewed it. Plus Bloomberg created a trading app for it. Cheers.

    • henrystar

      Richard 1:37 pm on November 27, 2015 3 days ago

      As an investor, I love the price.

  • henrystar

    Richard 3:22 pm on November 24, 2015 - 6 days ago

    I just looked at the Sep-Oct-Nov comparison of AAPL with Dow/Nasdaq, and there is a clear history of recent bursts of buying (rise) – now for the third time – of AAPL over those averages. Then it fades. Does this mean that when people really get their confidence together there will be a sustained rise? Hmmm!

  • 6

    rastard 5:36 am on November 17, 2015 - 13 days ago

    “Two early Apple designers have written a piece on Co.Design chastising Apple’s new design direction, which they claim puts elegance and visual simplicity over understandability and ease of use. Bruce “Tog” Tognazzini, who was Apple’s 66th employee and the writer of its first human interface guidelines, and Don Norman, Apple’s user experience architect from 1993 to 1996, aren’t holding back in the least.

    “Apple is destroying design,” the duo wrote, calling out their former employer for trading in the fundamental design principles the company once held for a new minimalistic approach.”


    • piero

      piero 3:25 pm on November 17, 2015 13 days ago

      I agree with them, but… but Wall Street doesn’t care (too ignorant and and psicopath to understand) and they’re forgetting that Apple new course is “We do our best to please them” signed Cook and Maestri!

    • Zee

      Zee 8:24 am on November 19, 2015 11 days ago

      Simplicity Ease of Use
      ———— X ——————– = 1
      Elegance Understandability

      • Zee

        Zee 8:29 am on November 19, 2015 11 days ago


    • conshmillo

      conshmillo 1:16 am on November 20, 2015 10 days ago

      I’ve been saying it for years now. I know we were in trouble when I saw him to wear pink socks.

  • 7

    conshmillo 9:25 am on November 14, 2015 - 16 days ago

    Nicu, how many RPM are you planning for your motor? What is the gear ratio? Planetary gear? Are you going for big acceleration (torque) or big speed? How many watts motor? Single motor or two of them. I left you a message on Twitter. I have bunch of questions for you if you don’t mind sharing some info. I am doing some decision making for my three wheeler design. I will need one motor for each wheel.

    • conshmillo

      conshmillo 9:26 am on November 14, 2015 16 days ago

      I am going to look for you post from few weeks ago. You mentioned some crazymotor in there.

    • conshmillo

      conshmillo 9:41 am on November 14, 2015 16 days ago

      Found it. Refreshed some info in my mind.

    • Nicu

      Nicu 8:08 pm on November 16, 2015 14 days ago

      Hi, have answered your Tweeter message :)

      Just a short update. I was for 10 days to Romania to work with the team. We have put it together and the wheels turn. Had many mechanical issues, fixing the motor on the chassis was quite hard and would have failed if we did not have a Deus ex Machina moment. Claudiu, the guy filming here
      had a much larger shop than ours and a water jet metal cutting CNC machine. Mack 3 for the water + sand coming out of the 6000 bar monster could cut trough 20 cm / 8 inch of steel.

      Check the other videos in my channel for some (short) details.

      For out first prototype we went for (relatively) cheap parts that have representative performance. Headway high power batteries HP38120. Currently our setup is 30 cells for 96V with max 200A (on paper, did not get a chance to measure that in practice).

      Motor is Motenergy ME1115, 12kW continuous, 30kW peak.

      Controller is Sevcon G9930 max 110-120V, 120A cont. 300A for a short while, matches more or less the motor.

      The motor has max recommended 5000 RPM @ 96V but can be pushed for a short while and probably out of warranty @ 6000 rpm or so.

      Transmission will be by a 428 chain that is used in karting (45hp engines), with a fixed reduction ratio in the range 2-3x (we have several sprockets to experiment with).

      Have not created any detailed web page yet as we are still deciding on the name, timing of communication etc. But I am very happy to answer any questions :D

      • conshmillo

        conshmillo 12:57 am on November 20, 2015 10 days ago

        Nicu, thanks for the info. Much appreciated. I’ve been to your Twitter account too. I will keep watching your progress. I am sorting things out for my project.

    • Nicu

      Nicu 10:35 am on November 17, 2015 13 days ago

      Created Twitter account with photos, storytelling and videos

      • conshmillo

        conshmillo 1:15 am on November 20, 2015 10 days ago

        Congrats on first run. (and that’s a bad ass CNC there)

  • 4

    Richard 3:43 pm on November 4, 2015 - 26 days ago

    Ain’t it great? With the latest advance, if I want to go to a password-protected file, and my user name or password is, say, goinghome, then my computer asks me if I really mean going home? It just did that for this posting; I con’t complain (much) about that, it is when it is a username or password and asks its idiotic question that I fume and steam and vent on trader hood…. hey, look what it just did!

    • Zee

      Zee 4:14 am on November 7, 2015 23 days ago

      Hi Richard
      Besides goinghome. What other user names and passwords do you use?

    • henrystar

      Richard 11:54 pm on November 7, 2015 22 days ago

      stayingout, jumpingthefence, dancingMatilda, whoops, ….

      • henrystar

        Richard 3:00 pm on November 10, 2015 20 days ago

        Oops, II forgot supercalifragalisticexpialadoshous

        • Zee

          Zee 9:51 am on November 12, 2015 18 days ago

          What about: yeswehavenobananas.

  • Nicu 4:28 pm on October 25, 2015 - 36 days ago


    Lazy earnings estimates: revs $53+B, EPS $2+
    Guidance, to end: $80+B

    If I am right on earnings and on top of that we get the middle of the guidance range about $80B or more, there will be fireworks. I know I have waited for that for the last 3 quarters, results were good and nothing happened. But the entire market and especially NASDAQ want to roar back and Apple’s reasons could be the oil on the fire many other wait for!

    • Nicu

      Nicu 10:30 am on October 26, 2015 35 days ago

      My estimates for guidance (Q4 earning are interesting only as entertaining IMHO) are based on more or less flat iPhone sales y/y, but increased momentum for services (music, apps etc.), watch and iPad Pro.

      However, it is clear that iPhone # is the most sensible issue to investors. Happily, we won’t have those numbers until Jan ’16, so strong guidance for revenues will do for now.

      By my estimates, there are about 40% more iPhones in use now than this time last year. This means that if the % of 6s of all iPhones is at least 72% of the percentage last year, we have at least flat sales. There may also be stronger 6 sales along 6s than there were 5s along 6 last year. That could skew a bit the numbers.

      There is an iPhone issue that I do not understand so I cannot reconcile several data points. It is related to the aforementioned %. It is sourced here

      It looks like we are really close to that 72%, we are at 4.9% compared to 6.9% last year. But the contradiction arises from the fact that we know that 13M were sold during the first 3 days compared to 10M last year. And this is contradicted by the graph at Fiksu.

      So I have only one theory about that, but it is so speculative that I feel like an alchemist or a medic 500 years ago. It is that sales in China / Asia are so strong to make a large % of sales this year, yet they use completely different set of apps / services than those usually tracked by Fiksu.

      All this to say that I do not have a clue if iPhone sales will grow or not in Q. I am pretty sure there will not be a material drop, however. That’s backed by increased availability, both production and geography, but also later release that pushes a bit more of the initial surge of sales into Q1.

      If, on top of the reasons I have explained for my guidance estimate of $80+B, we have real iPhone growth (10+%), it will get crazy fun. Otherwise, any kind of twisted theories by the media could ruin our party!

    • Nicu

      Nicu 5:45 pm on October 26, 2015 35 days ago

      Indeed, “While the data is worldwide, the majority of Fiksu’s clients focus on user acquisition in the US and Europe, so the Asia Pacific region may be underrepresented.”

    • Zee

      Zee 7:09 pm on October 27, 2015 34 days ago

      Lazy is good. You have very good intuitive instincts. Cheers.

      • Nicu

        Nicu 8:20 pm on October 27, 2015 34 days ago

        Thanks for your confidence. We will see very soon if there is any good in my estimates :)

        As for lazy, yes, at some point I had quite a system, but after some point, the more I worked, the worse my predictions got. So now I try to put a bit of common sense and a trace of reports / articles read during the quarter. Probably a bit of instinct too, but that may be very misleading sometimes.

        • Nicu

          Nicu 8:23 pm on October 27, 2015 34 days ago

          brrr, too many “points” in my previous comment, but, hey, no edit!

    • Nicu

      Nicu 8:32 pm on October 27, 2015 34 days ago

      EPS $1.96 – close
      rev. $51.5B – far away
      guidance $75.5B – $77.5B – far away

      not so good instinct after all :(

      • SB

        SB 10:15 pm on October 28, 2015 33 days ago

        Guess it was good you didn’t participate in PED’s earnings smackdown …..

        • Zee

          Zee 4:09 am on November 7, 2015 23 days ago

          @ SB
          He didn’t hit the grind stone. That’s all. ,,, Do you want to give it a shot?

  • Nicu 11:16 am on October 20, 2015 - 41 days ago

  • Nicu 2:12 am on October 18, 2015 - 43 days ago


    Maybe I should sleep instead of building a nice little piece of software at 4 AM, not sure if it’s me, but strange things are happening:, and are not accessible, most other sites seem to work, a bit slower than usual …

    • Zee

      Zee 10:55 pm on October 18, 2015 43 days ago

    • conshmillo

      conshmillo 6:42 am on October 19, 2015 42 days ago

      what are you working on? your electric cart project?

      • Nicu

        Nicu 9:39 am on October 19, 2015 42 days ago

        somehow; I was designing some circuit by hand (I know, there are tools, but they are either too complex and specialized or too basic and counterintuitive and you lose 1 hour searching for the right component to place on the board); and when I was over 6 hours of drawing and copying and redrawing I decided I have to at least use the computer to design the partial circuit and print it and then complete by hand; so I am writing a software to design PCB; dead simple and super-quick interface that tries to mimic working with paper, also copying (and I think improving) some ideas from the CAD software I have used recently

        now this is just a bit deeper than it sounds, because in parallel I have a plan and some ideas to make a software to automatically layout traces on a PCB; but then I thought that making a GUI that recognizes holes, traces and components as logical elements on several layers and finds intersections, improper connections etc. is also a stepping stone towards the AI program; I gain experience of what are the real issues (both for the electrical circuit and the related software) but also build some of the tools needed for AI (find intersections, distances, electrical connections etc.)

        the circuit I was working for is precisely for the kart; I want to build a pack of super-capacitors in series and a balancing circuit so they are kept in voltage range and as equal as possible; in parallel with batteries, they have the potential to double the short term power for only 50% or less extra weight; they would also protect batteries from PWM and sudden changes in power demand / regen; as they can charge super-quickly, it may also improve the regen efficiency, thus needing a smaller battery for the same range … sweet dreams :)

  • 3

    piero 4:52 pm on October 14, 2015 - 47 days ago

    Sorry guys, just and advice where I can find the day chart of a stock on a certain day. Like CSIQ on August 19, 2015….

    Thank you in advance!

    • Nicu

      Nicu 6:36 pm on October 14, 2015 47 days ago

      I think that’s going to be a bit hard to find. Google and other free services give you 5 days or so of intraday data and pro platforms give you 30 days. There may be some paywalls that hide that info, but I do not know any in particular. Hope somebody else could help.

    • conshmillo

      conshmillo 3:34 am on October 15, 2015 46 days ago

    • Zee

      Zee 1:50 pm on October 15, 2015 46 days ago

      @ piero
      Can you explain for me why only the 19th? I was looking at the chart and I don’t understand your reasoning.

  • 14

    Richard 12:58 pm on October 12, 2015 - 49 days ago

    I am worried about iCloud. My computers are back in operation after my Mac Pro died, and I decided to try iCloud for the first time. My God! The web documents make it look a Geek’s Delight. All I want to do is have a few pages automatically update on my other two computers when I make changes on one computer. I have no idea how to do that…. Not good for Apple stock, Apple is supposed to be EASY and intuitive.

    • conshmillo

      conshmillo 7:58 am on October 14, 2015 47 days ago

      Forget about Apple. Bunch of dilettantes now set the direction. It’s over.

      • Nicu

        Nicu 1:16 pm on October 14, 2015 47 days ago

        Yep, they will only book about $80B in revenue this current quarter and about 100% of profits in the world phone handset market ;)

        • conshmillo

          conshmillo 3:37 am on October 15, 2015 46 days ago

          That doesn’t impress me, same as Microsoft din’t impress me whilst being wildly profitable.

          • Nicu

            Nicu 7:17 am on October 15, 2015 46 days ago

            MS were very competitive in the 90′ to get to their almost monopoly, you have to give them that. Then they simply exploited their monopoly for 20 years.

            Apple has very strong competition now from many angles. However, they manage to grab market share with the most expensive handsets. This means they are doing something / many things right, I hope you do not believe the “luck” or “cult” arguments being tossed around for the last 10 years.

            • conshmillo

              conshmillo 11:28 am on October 15, 2015 46 days ago

              I always call it as I see it. I praised Apple for quarter of the century. Now I don’t. They are on their way out as I see it. They’ve got no more mojo.

            • SB

              SB 6:18 pm on October 15, 2015 46 days ago

              If Apple has lost their mojo, who has found it?

              Wanted to reply to Consh, but no reply link present. May reply limit?

            • Zee

              Zee 7:46 pm on October 15, 2015 46 days ago

            • conshmillo

              conshmillo 9:03 pm on October 15, 2015 46 days ago

              It’s not limited to one entity. But let’s say Tesla has it.

            • Zee

              Zee 4:14 am on October 17, 2015 44 days ago

              In the Michael Dell biopic, Dell will be played by Tom Cruise who will be seen on screen telling his employees: “I want all of you to think the same. Same. Same. Same thing. Or you’re gone. Are we clear on that? All together now: Yes Sir.”

            • Zee

              Zee 4:20 am on October 17, 2015 44 days ago

              Tesla has it? Or you mean Elon Musk has it? That’s b/c he’s also an astronaut, Kung fu master and vampire hunter.

            • conshmillo

              conshmillo 11:03 am on October 17, 2015 44 days ago

              Apple had it because of Jobs. Tesla has it because of Musk.

            • Zee

              Zee 12:31 pm on October 17, 2015 44 days ago

    • henrystar

      Richard 12:13 pm on October 18, 2015 43 days ago

      Mail stinks on my new laptop. Totally erratic. And the same on my new iMac. Have to get mail on my iPhone or my nice old laptop. I think Consh is right. Maybe if AAPL hits a new high, I’ll finally bail out. Just buy T-bills.

      • Nicu

        Nicu 3:54 pm on October 18, 2015 43 days ago

        Apple was always behind when it comes to anything online. I hate some things related to iCloud (many apps in 10.9 insist to save files to iCloud first and I systematically have 2 extra clicks when I just want to save a document in Documents).

        One slight improvement I have noticed is that in September the live video of the event went almost with no hiccup, which is great improvement for them. I think they are getting slowly to a bearable net + Mac usage. But you only notice those things when they do not work, everything else we take for granted goes unnoticed.

        iOS + net is doing much better, it simply shows where their focus, money, engineers and sweat goes first.

        iOS, app store and devices are such a revolution when you look at 10 years scale, economically, technologically and from a public acceptance / learning POVs. It simply dwarfs whatever legacy (Mac, iPod) is left. Like most of you, I still spend most of my daily time (and lately the nights, too) on a Mac, not on some iOS device. And I crave a great computing experience. But we are dinosaurs on the way out, that’s all.

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