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Posts by TheOtherGeoff

You know there are several mac home automation systems out there .... I use perceptiveautomation's indigo. But, I think the next evolution will be an IP(v6) based solution that is mesh/collectively managed, and not head ended by mac or PC. I think nest is the first of that model of automation
 piling on... laptops were old technology when the MacBook was releasedmp3 players were old when the iPod was releasedSmartphones had been around for years prior to the iPhoneMicrosoft claims that they invented the tablet computer in 2001, 9 years before the iPad.Apple didn't invent 64bit computing… just made it work for phones.and... Apple didn't invent fingerprint authentication… just made it right for the consumer.  It's not perfect, just better.  I suspect, like Siri,...
 this.   Remember this is china, where 1000 year plans are the norm… 7 years is barely a tick of the economic clock. Note in 2020, that's 4 turns of the apple design crank (2014, 2016, 2018, 2020).  And with the 'c' series, maybe more.Also, this matches phone lives most phones don't live past the age of 2 with their original owners.  You'll buy 3 more phones before 2020. If China is like the US in terms of consumer 'switching'  70% of Android Users from 2 years ago will be...
 17W does sound right. I have a hard time with a note/book/keyboard format.  confusion in the eye of consumers between of MBA vs iPad 12.   But a keyboard 'folio' makes more sense (now that apple is fully engaging iPhone covers and smart covers on iPads).
at 12" thats 1.5x what a purported 8" Mini RD would be…    12" works well if you look at pixel density…   2x the iPad4 resolution on a 11.8" is 217ppi.   That's almost the same  as 15" retina MBP and only 10ppi less than a 13" That makes for the 'reasonable' transition size for a 4:3. and it's also 1.5x the size of the iPhone 5 screen ratio, if they decide to go more 16:9 for the 12" (personal media device)   Either way it makes for a simple multiplier for...
Not Open MacOSX… never.  Apple will control their experience on all platforms. The question comes in whether or not Intel is 'worth it'?  AxX chips are fast catching up (they are 5 years behind Intel at the moment… effectively the power of a Macbook when the iPhone 3GS was released.)  When that performance curve tightens, and remember, Apple has no compromises with Windows or Linux or vmWare any of the other consumers of x86, so it will tighten, it becomes a serious...
 I think the difference is he's not trying to financially manipulate the stock price.   I tend to listen to individual analysts to understand their logic.  DED's speculation is one at least rooted in a long term understanding of the Apple Corp Psyche'.   He may have gotten the Samsung A7 thing wrong (at least partially), but at least he has a story that weaves into a [ir]rational analysis of how Apple got to where it is, and where it's likely going. DED looks like a damn...
 agreed.  Although, we may hear something like. "You didn't beat our estimates by the amount we secretly thought you would beat our estimates by…" That guidance yesterday should trigger everyone one into thinking that Apple really didn't think they would ship the iPhone 5s until October, or at least till this week.  The math seems to indicate the opening weekend sales is almost exactly the amount of the guidance.   2Billion of extra profit this quarter split evenly on...
North Carolina, Nevada, and Oregon%u2026 2015 capacity is growing%u2026. And to think these are just the 'seed' data centers, with the Akamai and other CDNs handling the real traffic. What content and services require such a huge footprint from a hardware company? people looking at the 5s and thinking all the money is made at the HW end%u2026 my guess is by the end of the decade, online services will eclipse iPhone profits.
 And the herd mentality of all analysts.  The blind trying to describe the elephant by screaming what they have found… eventually, you'll end up with consensus of either  leather tree, or a snake, or the largest bagpipe in the world.
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