tim richardson
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SpamSandwich said: Latko said: The school market is a lost chance for Apple - as long as it doesn’t deliver on the need for deployment tools (device management, app/version management, content mgt., rights/access mgt.) and keeps denyin…
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Yes, it is pretty funny that the report in question is not actually challenged. Kantar reports quarterly data, and for the first time the Samsung flagship outsold the Apple flagship in the US. By a tiny amount. It is significant because it hasn't ha…
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If you look at the incredible jump from iPhone 6 to iPhone 6S, clearly there is amazing progress. The current Galaxy S6 managed to outperform the iPhone6 (it is about 6 months younger), but the the iPhone 6S, being itself 6 months younger than the S…
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Perhaps the headline should be "14% of global smartphone buyers generously contribute 94% of industry profit"
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Quote: Originally Posted by brucemc On the point of local (on device) vs. cloud, it is important to note that today (and IMO the next 5+ years), despite ever increasing mobile/wireline broadband and huge cloud resources, there is still a noticea…
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This is even more interesting than you think. Perhaps you may think like me that the future lies with cloud computing and the network. For example, Android offloads a lot of processing to Google (voice recognition, for example); Apple's approach is …
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If you're puzzled about the stock price movements, you should learn a bit about what they mean. Apple's valuation is very high: the current price means investors expect continued growth. It's an iPhone stock basically, and if the iPhone stumbles, th…
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nolamacguy wrote: » riiight. tell me again what a Chrome OS notebook can do that its competitors cant? run windows? no. run office? no. run VMs? no. so...what is its reason for being? Cost of ownership probably approaches 2 orders of magnitude be…
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Your hardware analysis is pretty good. Your share valuation analysis is idiotic. Don't do it, you have no idea what you're talking about. Microsoft pleased investors because it is growing what is the future of its business, enterprise-based cloud se…
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It seems easy to get lost here, but does the Air 2 have three cores, and the Nexus 9 two? It that case, it looks like core-for-core the 64 bit Denver CPU matches the new iPad A8X; the Air 2 pulls ahead because it has an additional core. Which is evi…
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Yes, the table is clear, I missed it. Although my suspicions were correct. It is also clear from the Note 3 comparison that the Snapdragon CPU, which is what Samsung sells nearly everywhere, is dramatically faster than the octacore experiment. Now t…
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If you look carefully, you can see that the table has results of the last iteration of the Note 3 running the Snapdragon CPU. It does quite well against the just-released iPhone 6 Plus, seemingly even beating it in a couple of the tests. It also out…
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It's not completely clear to me, but it seems these benchmarks are based on the "Exynos" variation of Samsung devices, which are not actually sold in many markets, right? In fact, it is the Snapdragon hardware which consumer in Europe, US and Austra…
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But Microsoft doesn't charge for the iPad version. So that argument doesn't make sense. I have the full Office on my iPad, and I didn't pay anything. In fact, you can't buy Office for iPad even if you want to. You buy an Office 365 subscription, whi…
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The real story is that Windows RT is dead and Windows 8.X on tablets will have to fight on its merits. There is no reason for Microsoft to not release on Android; in fact, there is a phone version which was simultaneously updated with the iPhone ver…
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People make investment decisions on the future, not on the past. Interesting in that sense is Apple's dramatic slow down in unit sale growth, and Gartner's expectation that hybrid sales will grow when people replace tablets (they mean in effect that…
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Well, a 5% discrepancy is remarkably small in the world of market data. In terms of time, it's a difference of a couple of weeks of sales. If this estimate was arrived at independently of Apple's numbers, it actually gives enormous credibility to t…
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Quote: Honestly, if there was no iOS native apps, and all you had was a Web browser, iPad would be in deep trouble. Sooner or later the App Store's advantages in content will be eroded. Actually, the history with Windows shows that thi…
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Comparing Apple to Samsung is probably not relevant from the point of view of Samsung's shareholders. The real question is simpler: is Samsung better-off for having decided to enter the smartphone, tablet and Chromebook market? If it has made …
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But is Apple reinvesting its profits? Or just sitting on a lot of cash?