delreyjones

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delreyjones
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  • Apple suppliers expect iPhone 6s orders to be cut by 30% this quarter - report

    Does anyone here pay attention to Horace Dediu's analysis over at Asymco?  Here's his chart.  It's impossible for me to see this sky-is-falling, 30% cut scenario when I look at the Asymco work:  
    buckalecnolamacguy
  • Another F for Alphabet: U.S. Marines reject Google's other android as too loud to use

    Way to miss the point of DARPA as well as Alphabet's involvement in BD's military business. What really happened is that Google leveraged tens of millions of dollars of DARPA investment to fund their own private robotics technology.

    DARPA failures are part of the plan, and part of their success. I'm not sure how one would miss that point. I have engineers on three teams transitioning projects out of DARPA into production, and all three are barely recognizable after the necessary changes needed to support the warfighters in actual use. My teams also put several DARPA projects on the shelf today, as they were not suitable for transition, but my company gets to retain all of the tech we developed, and we are actively selling it now.
    It makes sense to use DARPA R&D budgets when your company is low on cash.  But when the customer's paying the bills, you give up quite a bit of autonomy.  It's hard to imagine Apple ever doing that.  They've got plenty of cash and they don't want anyone else dictating how they spend it.  In contrast, Google's failure rate with their R&D budget is so large that it's understandable they'd want to use someone else's money when they can.  That's the difference between Apple's focussed R&D, and Google's try-anything-that-sounds-plausible-and-pray-for-success.
    macky the mackylostkiwiargonaut
  • Another F for Alphabet: U.S. Marines reject Google's other android as too loud to use

     This isn't a loss for Google. They were handed 42 million dollars for free, and they used it responsibly to do development. 

    This damages Google's credibility.  They took money and said, in exchange, they could deliver something usable.  They failed to deliver something usable.  This failure didn't destroy all their credibility, but it chipped away at it.
    applepieguybestkeptsecretpalominelostkiwiargonaut
  • Another F for Alphabet: U.S. Marines reject Google's other android as too loud to use

    clexman said:
    crowley said:
    Mock non-Apple failure, mock non-Apple attempts at innovation, recycle Android bashing.  Repeat.
    Exactly. What does any of this have to do with Apple news and rumors?
    This provides Apple perspective.  Apple is extremely successful with its R&D budgets whereas many of its peers, including Alphabet, waste large amounts of R&D money.  Sure, DED's articles can be a bit shrill, but this one is chock-full of information and quite relevant to the environment that Apple competes in.  It's too easy to take Apple's smart decisions for granted, so DED is detailing some of the bad decisions Apple hasn't made.
    radarthekatcornchipapplepieguylostkiwiargonaut
  • Apple stock closes first negative year since 2008, but Wall Street upbeat

    ac1234 said:
    dmdev said:
    Not to sound cynical, but this performance works out pretty favorably for Apple's stock buyback program.
    And what has the great buyback program gotten us thus far?
    In theory the buyback program doesn't deliver much since the money's just moving from the books to the stock.  In practice?  Well, in this case, up to now, the buyback program has been a great real-world example of why the grasshopper needs to practice patience :=)
    Solimacky the mackythepixeldoc