mpantone

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mpantone
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  • UK government intervenes in Nvidia takeover of Arm, cites 'national security'

    elijahg said:
    crowley said:
    5 years too late. The sale to SoftBank shouldn’t have been allowed.
    That seemed to take pretty much everyone off-guard. I think if it was publicised a bit more at the time it never would have happened. These massive acquisitions by holding companies rarely turn out well for anyone except a couple of execs.

    Equating the sales to Softbank versus NVIDIA is a False Analogy.
    Softbank is a neutral Japanese holding and investment company.
    NVIDIA is an aggressive U.S. tech company that, if they do not abuse the patents themselves, could be used as a tool to weaponize those patents in the name of "National Defense".
    Softbank is NOT "neutral" [sic]. Its founder is Masayoshi Son who is ranked in the top 50 richest people on this planet. No one on the world's richest list is "neutral." They all have their own interests and motivations.

    Softbank Mobile is a major telecommunications carrier in Japan. They also own a substantial portion of T-Mobile US because they acquired Sprint (before the merger). Softbank holdings are diverse but they most certainly aren't some faceless holding company.

    Softbank is Masayoshi Son.
    APPLE2c-1984
  • Apple loses $2 trillion market capitalization for the first time in 2021

    lkrupp said:
    The tech sector is taking a beating for some reason. Any guesses? The article says "Analysts believe investors are rotating out of tech stocks and into value or cyclical stocks that will benefit from the impending economic reopening.” 
    I've heard this recently from family investment advisors and economists (and not the CNBC talk show types).

    There is better expected upside from value stocks in the next six months. The growth stocks had a great run so far through the pandemic. Not to worry, the growth stocks will be back, this is just a portfolio rebalance.

    It's not like these fund managers are completely eliminating AAPL and the other FANG+ symbols, simply reducing their holdings. They likely saw their portfolio as being overweighted on these tech issues.

    It is noteworthy that the Dow 30 was up considerably today. The small cap Russell 2000 index was also up today. The S&P 500 index is market cap weighted so the big tech stocks (like AAPL, MSFT, GOOG, etc.) pulled down the index.

    If you look at the top twenty S&P 500 components, the non-tech stocks actually did quite well:
    Berkshire-Hathaway BRK-B +1.76%
    Visa V +2.26%
    Johnson & Johnson JNJ +0.83%
    JPMorgan & Chase JPM +1.33%
    (Walmart WMT was slightly down)
    United Health UNH +0.88%
    Mastercard MA +2.90%
    Procter & Gamble PG +1.06%
    Home Depot HD +2.17%

    et cetera.

    Of the top 20 S&P 500 components the seven tech stocks and WMT were down. Everything else was positive (including the two telecoms: Verizon and AT&T).

    My guess is that this stock price slump for the techs will be short lived. They all weathered the pandemic quite well in terms of earnings.

    AAPL at $116, FB at $255 and AMZN at $2950 are all quite attractive.
    cg27
  • iMac Pro is 'currently unavailable' from Apple in the US, Canada [u]

    I'm guessing that Apple is done with this particular model but yes, the iMac really should have upgradeable RAM and at least an upgradeable auxiliary SSD, an m.2 NVMe.

    I can understand Apple's desire to solder the chips for the boot drive: to increase system security.

    These systems have custom motherboards and aren't subject to the conventions/restrictions placed on industry standard designs such as ATX, micro-ATX, mini-ITX, whatever. Apple has lots of flexibility to put the RAM slots and second m.2 slot in a location more accessible to the owner.
    williamlondonwatto_cobra
  • iPhone 11 reunited with owner after spending 6 months in a lake

    mpantone said:
    n2macs said:
    How did the battery charge last 6 months? The diver must have plugged it in.
    The lake water is frigid which acted literally as cold storage (like a refrigerator). Remember that we are talking about a lake in British Columbia. Look at the snow-capped mountains: their runoff feeds this lake.

    The hyperlinked article notes that the diver just turned on the phone (no note about charging it).

    Apple's iPhone standby durations are based on ordinary room temperature conditions -- not near-freezing submersion.
    He says towards the end of the video that he plugged it in. Battery performance is severely impaired at low temperatures, not improved.
    Batteries lose their stored charge more slowly at lower temperatures. Their operational performance is negatively affected by low temperatures.

    Heat is the true enemy of batteries. This is not specific to smartphone batteries.

    One can get years of additional storage life from batteries if they are stored at low temperatures (like tossing your alkaline cells in the refrigerator).
    mknelsonmuthuk_vanalingam
  • Keychron K3 review: a classic mechanical keyboard in a modern compact form

    macgui said:

    The key feature for me of this KeyChron is the BT/Cable switch. But battery life is important. If it can be used while charging via cable, then it might be a contender.

    I use all of my Keychron keyboards wired. My understanding is that the battery lasts about a month on a full charge.
    cgWerks