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Posts by Marvin

Facebook has a market cap of $173b for 1.2b users. If Facebook users are worth $144 each and they can monetize 450m WhatsApp users the same way, that would suggest the company is worth $65b to them. In real-world terms, Facebook made $1.56b net income Q4 2013 from their current users:http://www.ibtimes.com/facebook-fb-earnings-q4-2013-social-network-beats-optimistic-wall-street-predictions-1551048The WhatsApp userbase could push that up 20% = $300m. That's every quarter....
To think of all the things $12b would buy. They could have bought a controlling share of Netflix or Tesla, IBM's low-end server business, Dropbox, Snapchat. Tim said they'd looked into options though and nothing was really to their liking but even if they buy something they aren't thrilled with, burning through cash just doesn't seem like the better option.I think he means the latest buyback. Maybe it'll correct itself in a while.
So let's recap: 4.1" http://www.techradar.com/news/phone-and-communications/mobile-phones/iphone-5-will-pack-a-3-9-inch-display-or-is-that-4-1-inch-1081667 4.2", 4.8" http://www.knowyourmobile.com/apple/iphone-6/19670/iphone-6-concepts-show-42-inch-and-48-inch-screens 4.3" http://www.bloomberg.com/news/2013-07-17/apple-may-delay-introduction-of-iphone-5s-commercial-times-says.html 4.4" http://www.dvice.com/archives/2011/10/last_minute_rum.php 4.5",...
Most of the troublemakers here actually come from Canada and Australia, the former being most common. Maybe it's the weather combined with lack of access to and high price of Apple products. You can imagine someone in Canada walking home in the freezing cold trying to fumble with their oversized novelty Android phone, when they get home they have to deal with annoying popups and malware in Windows and can't sync their phone properly and the only Apple store is a couple of...
The stock sellers were paid for their stock by Apple so the value transfer is really from Apple's cash to remaining investors, not from panicked sellers to the remaining investors. They have also been buying back from what they describe as a financial institution with only a small amount from the open market. I'm not sure if that happened on this occasion though but if it did, it was more likely an agreement of some sort rather than a panic sell. If it was on the open...
In the Mac lineup that's the case but it's because the cheapest 15" is $2k. In the PC world where they can be bought for $500, 15" is the most popular, 14" in China.I could trim the prices but my benevolence would not be supported by Apple's business model.I just threw that in as an extra. I really doubt it's coming back. The unit shipments are higher now without it so it's clear the number of buyers was under 50k per quarter (1/10th the 15" lineup).It's still 28nm this...
Is that a quote from Blackberry? Some people didn't like the move to chiclet keys. I know that moving to touch is a different shift as you don't get the tactile feedback for touch typing but they can add tactile feedback with vibration. People have said it feels just like pressing a button.It's a more intuitive set of controls and completely adaptable to different software contexts. Think of when you use a video editing package or Photoshop, you hardly every type but they...
A lot of solutions are intended to deal with incoming mail. So for example, generating an address that you give to a provider and it only allows mail to come from that one source. But say it's Paypal and they need you to contact them from the address, you need to have your SMTP server authenticate it correctly. Apple's method is intended to work in both directions transparently mapping the disposable address with the non-disposable one.The UI described would be in...
There seems to be a decent enough variety in the design of larger phones (Samsung's design looks worst here IMO):but Apple would struggle to maintain their iconic design with such a large display. Some people think that's an indication they'll move away from their design, I think it's an indication they won't use such a large display. They could even make the phone physically smaller with a 4.2-4.3" edge to edge display.
I think the large Tesla is above 200 miles but a smaller, cheaper car could have a smaller battery. But I'd still agree that an affordable car would have to retain a decent range. The plus I suppose is that it would charge more quickly so if you don't go more than 100 miles in a day, a small town car Tesla could easily be charged every night at home in 3 or 4 hours.That's the other thing with home charging though is that not everyone has their own garage where they can...
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