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Posts by Blastdoor

I agree this is quite possibly manipulation, and that even if this story isn't, that many others are.    Yet I wonder -- what exactly should the SEC do, if anything, about this kind of stuff? It's one thing for a company, or employees of a company, to say knowingly false things in order to manipulate the stock price for their own advantage -- I think permitting that kind of behavior would undermine the entire market system of allocating capital. But I think there's a case...
Not necessarily. I'd guess Apple has multiple contingency plans for new iPhone models. It could be that Plan A is to introduce a new model on an accelerated schedule, but Plan A depends on a bunch of things working out. Plan B could have been to continue with the iPhone 5 on the "old" schedule, and Apple might have placed orders under the conservative assumption that Plan B would be necessary. Could be that Apple has now determined that Plan A is feasible, so they are...
A few thoughts: 1. A bigger iPhone screen isn't as crazy as some people think. The iPad line already has two different UI point densities -- the iPad mini is the same as the iPhone while the iPad has a lower density. A bigger iPhone could follow that model -- the same number of UI points, but a bigger screen, so lower density. This is not as unthinkable as retina-purists might imagine. 2. "complicating the supply chain" is also not as big a deal as people think. The...
Just to be clear, folks -- it's totally fine to defraud people less powerful than you (for example, EULAs, DMCA, private health insurance). But it is definitely NOT ok to defraud people more powerful than you (for example, HP).
A good thing to keep in mind about financial advisors and analysts is that their primary incentive is to attract and retain paying clients, which does not necessarily align with saying what they really think is correct.    For example, a good advisor might very well think that there is a bubble in a particular market, and that staying out of that market is the best advice to their clients. But if unsophisticated clients follow that advice, and see themselves missing...
I definitely think the online Apple store is harder to navigate than it used to be. There are too many click-throughs to get to the product you want. I know the product line has expanded, but it hasn't expanded *that* much. I don't think they needed to add the extra click-through. 
I would imagine that conventional wind turbines give off a fair bit of heat anyway (friction from moving parts). If that waste heat could be captured and stored for later use it would increase the overall efficiency of wind turbines while also reducing the variability of supply.    I wonder if there's any aspect of what Apple is doing here that would support a combined system like that...
I'm starting to think that there is a huge difference between "phone market share" and "mobile computing market share". Android has clearly become the dominant firmware / embedded OS for mobile phones. iOS seems pretty dominant (at least in the US) in the realm of mobile computing. Another way to look at it is that the iPhone is really an iPad Nano that comes with a phone app.
  Right, which is why Apple's headquarters is in business-friendly North Dakota rather than someplace like California. 
IBM still makes a lot of sense to me. GloFo seems less likely, as they have a lousy track record producing chips for AMD, but you never know.
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