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  • Birra

    Birra 10:04 pm on December 15, 2011 - 52 days ago

    This is the very definition of irony.

    http://www.appleinsider.com/articles/11/12/15/verizon_soaking_high_end_android_buyers_to_make_up_for_iphone_subsidies.html

     
  • Nicu 9:14 pm on December 15, 2011 - 52 days ago

    Nicu

    I have to admit there is one serious reason why one should prefer an Android or BB to an iPhone, I was not aware of it until now

    http://bit.ly/sqj4pL

     
  • Nicu

    Nicu 8:27 pm on December 15, 2011 - 52 days ago

    Another proof that analysts are clueless, as if we need any more of those. And that AAPL is dirt cheap, which should be obvious too by now around here ;)

    SOURCE:
    http://www.asymco.com/2011/12/15/why-apple-is-cheap/

     
  • 1
    rastard

    rastard 7:37 pm on December 15, 2011 - 52 days ago

    Irrespective of what one actually thinks of AMZN, their business model, or the Fire, that’s a lot of devices.

    http://www.pcmag.com/article2/0,2817,2397690,00.asp

     
    • Nicu

      Nicu 8:10 pm on December 15, 2011 52 days ago

      They do not say how many of those are Fire (nor how many get returned).

  • 1
    rastard

    rastard 7:13 pm on December 15, 2011 - 52 days ago

    http://www.tuaw.com/2011/12/15/apple-among-10-best-companies-to-work-for/

    This point stood out most for me: “Apple Employees… gave CEO Tim Cook a 96 percent approval rating”

     
    • Birra

      Birra 7:24 pm on December 15, 2011 52 days ago

      That surprises me as well. It was natural to wonder if morale would suffer with the loss of Steve.

  • 2
    Birra

    Birra 3:41 pm on December 15, 2011 - 52 days ago

    Good complete discussion with some new graphs and stats.

    http://www.networkworld.com/community/node/79404

     
    • JPWatkins

      JPWatkins 6:44 pm on December 15, 2011 52 days ago

      Interesting article that nicely illustrates some of the basic weaknesses of a commodity strategy in this space.
      – In light of recent hysterical posts here on Traderhood, this line stood out to me,
      “Just yesterday, Google removed 22 malware infected apps masquerading as popular apps such as Angry Birds. . . . “

      • GotWake

        GotWake 7:07 pm on December 15, 2011 52 days ago

        Yeah, the Fandroids don’t usually like to talk about that stuff. There are pluses and minuses to either ecosystem, but I kind of like when I download a bank X app, I know that it’s not sending all of my critical information to some crook.

  • conshmillo 8:48 am on December 15, 2011 - 53 days ago

    1
    conshmillo

    Loading problems solved. It was an PHP memory issue. All posts I turned off during debugging are back again. So is euro, so hopefully they’ve got it out of their system, and it will do full stochastic upswing. Which is due technically starting right now. It should push higher DJIA, S&P500 futures (/ES) and gold futures (/YG), that are acting for most part together. So hopefully we’ll see some relief rally in next few days. Hopefully gold will not go into full panic mode now being under it’s most current resistance and under it’s 200 EMA. That would pump dollar even further doing job on DJIA as well. Let’s cross the fingers that gold will try to do the rebound too and not to drag things down.

     
    • conshmillo

      conshmillo 9:23 am on December 15, 2011 53 days ago

      Maybe spoke too soon, Swiss National Bank announcement spoiled the euro rally about 30 minutes after it started.

  • 5
    Nicu

    Nicu 10:55 am on December 14, 2011 - 54 days ago

    How fast can a giant crumble …

    Looking also at RIMM, Sony, Dell, HP, Palm, Motorola and so many examples of buried or walking dead, it gives a hint why investors are afraid of AAPL (taking into account its size too). Everybody is “afraid” of the next disruption. But they fail to see Apple not only has the strongest legs in the industry, but it is the main serial disruptor of all times. It does not hesitate to disrupt its own product lines in order to renewal itself.

    Also AAPL is a main component on QQQ and tech is not in great shape for quite a while now … because Apple is slowly killing everybody (in the consumer space), but they throw the baby with the bath water. Time will clear those issues up, but the intelligent investor buys from pessimists and sells to optimists (with timing playing a huge role in that equation).

    SOURCE:
    http://gigaom.com/2011/12/13/nokia-iphone-android-and-wishful-thinking/

     
    • Nicu

      Nicu 10:59 am on December 14, 2011 54 days ago

      WP7 needs “below-the-belt punch”s to promote itself, but hey, it’s so easy to do that with Android that they simply cannot resist …

      http://nakedsecurity.sophos.com/2011/12/13/microsoft-free-phones-android-malware-victims/

      • GotWake

        GotWake 1:10 pm on December 14, 2011 53 days ago

        LOL…… Microsoft helping people with malware problems, that’s funny. :)

    • Bunratty

      Bunratty 8:31 pm on December 14, 2011 53 days ago

      “the intelligent investor buys from pessimists and sells to optimists” :)

      • Nicu

        Nicu 8:51 pm on December 14, 2011 53 days ago

        I must admit that I have stolen this from the book “The intelligent investor”. As I did not read much of it (I bought several books at once and I’m progressing slowly with “The innovator’s dilemma”), I’m not going to recommend it yet, but it looks promising.

        • JPWatkins

          JPWatkins 9:12 pm on December 14, 2011 53 days ago

          I can definitely recommend “The Innovator’s Dilemma.” It has some very good insights on design and strategy.

  • 2
    Nicu

    Nicu 7:19 am on December 14, 2011 - 54 days ago

    Beyond the PC: And Richard had some even more sobering words for Intel further down in the note. “Intel’s manufacturing is in the lead…but it has not yet demonstrated that it can design its way out of a PC,” he wrote. “We believe that a general purpose processor cannot compete with a purpose-built SoC with dedicated IP blocks like the A5,” he said, adding that he doesn’t believe Intel’s manufacturing process is optimized for SoC integration.”

    SOURCE:
    http://news.cnet.com/8301-13924_3-57342670-64/apple-has-big-lead-over-intel-in-mobile-chips-analyst-says/?part=rss&subj=latest-news&tag=title

     
  • 2
    JPWatkins

    JPWatkins 4:39 am on December 14, 2011 - 54 days ago

    Funny, you guys told me Android already did everything Siri did! I’ll bet that even after it’s released, it will still be just a poor imitation.

    Google’s response to Siri is codenamed Majel, could be released by end of year

    “I wrote about Google’s response to Apple’s Siri voice assistant several months ago and over the last couple weeks I received further details about the secret project. For starters it is codenamed Majel, which comes from Majel Barrett-Roddenberry, better known as the voice of the Federation Computer from Star Trek.
    Majel is an evolution of Google’s Voice Actions that is currently available on most Android phones with the addition of natural language processing. Where Voice Actions required you to issue specific commands like “send text to…” or “navigate to…”, Majel will allow you to perform actions in your natural language similar to how Siri functions. . . .” [continues]

    SOURCE:
    http://androidandme.com/2011/12/news/googles-response-to-siri-is-codenamed-majel-could-be-released-by-end-of-year/

     
    • Nicu

      Nicu 7:14 am on December 14, 2011 54 days ago

      This is probably the first time that seeing a piece of software does not immediately tell you how it’s done (yet, it took 11 years to have Windows ’95 as a poor copy of the Macintosh OS). And it’s so hard to make it good enough, that the details the followers (GOOG, MSFT) will get wrong will be obvious even to ignorant cheapskates.

      It was obvious for anyone with a fraction of critical thinking that declarations from the slavish serial copiers that they had the functionality for x years were just red herrings, meant to cover their scrambling in the background to copy it.

      • JPWatkins

        JPWatkins 3:12 am on December 15, 2011 53 days ago

        Well as I always say, “There’s a world of difference between *features* and *functionality.* Features sound good on paper and all through the design, specification, and manufacturing process. But functionality is something that can only be sensed and appreciated in actual use.”

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