Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Jun 11, 2015 2:24:57 GMT -8
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Post by artman1033 on Jun 11, 2015 2:45:28 GMT -8
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Post by elmar on Jun 11, 2015 3:44:48 GMT -8
Now is it the right time to short GOOG?
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Deleted
Deleted Member
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Post by Deleted on Jun 11, 2015 4:17:12 GMT -8
I'm waiting for a spam filter on the iPhone.
Some days I think about scripting an action movie that involves nothing more than a superhero blowing up spammers. That's a feel good movie right there.
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Post by CdnPhoto on Jun 11, 2015 4:30:59 GMT -8
Now is it the right time to short GOOG? In theory it could be, but remember, on paper AMZN is a crazy stock that keeps going up too.
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Post by artman1033 on Jun 11, 2015 4:52:49 GMT -8
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Post by redinaustin on Jun 11, 2015 4:57:38 GMT -8
Say what? @montalvo_d: EU launches antitrust investigation into Amazon over e-books t.co/4ZHQLcNaJV$AMZN
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Since84
Moderator
To infinity and beyond!
Posts: 3,933
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Post by Since84 on Jun 11, 2015 5:12:02 GMT -8
Say what? @montalvo_d: EU launches antitrust investigation into Amazon over e-books t.co/4ZHQLcNaJV$AMZN It would be more interesting if they investigated it as a Ponzi scheme.
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Post by Lstream on Jun 11, 2015 5:45:21 GMT -8
I saw a demo of the Surface Hub a few months back. Easily one of the most impressive demos I can recall seeing.
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Post by Lstream on Jun 11, 2015 5:48:27 GMT -8
How can this not hurt the business model of the link baiters like BI and CNBC? Besides cleaning up the browsing experience. Good for Apple.
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Post by Red Shirted Ensign on Jun 11, 2015 5:55:03 GMT -8
Congrats to all AFB members who bought the post WWDC kaynite two buck dip. I did, but later than I should have.....
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Post by Red Shirted Ensign on Jun 11, 2015 5:56:56 GMT -8
I saw a demo of the Surface Hub a few months back. Easily one of the most impressive demos I can recall seeing. It's always fun to make fun of MSFT but Ballmer is gone and there is a lot of core competency in that monster.
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Post by Lstream on Jun 11, 2015 6:07:29 GMT -8
I saw a demo of the Surface Hub a few months back. Easily one of the most impressive demos I can recall seeing. It's always fun to make fun of MSFT but Ballmer is gone and there is a lot of core competency in that monster. Yes there is. The Surface has been trashed by many. In our company, most of the Senior people have dumped the iPad for it. We have been long time mobile developers, and just yesterday or VP Engineering was lamenting the rise of Apple due to their treatment of developers. Especially when compared to past experience with Microsoft who handle developers WAY better. Apple has s lot of underlying bad will with developers. They can get away with it due to market dominance. At least for now.
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Post by appleaddict on Jun 11, 2015 6:28:01 GMT -8
Congrats to all AFB members who bought the post WWDC kaynite two buck dip. I did, but later than I should have..... I planned to but I set my order at $125.60. So of course, the low was $125.62. I missed the last dip down to $124.82 by 2 cents as well. I swear the machines watch my account.
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Deleted
Deleted Member
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Post by Deleted on Jun 11, 2015 6:37:48 GMT -8
I saw a demo of the Surface Hub a few months back. Easily one of the most impressive demos I can recall seeing. It's always fun to make fun of MSFT but Ballmer is gone and there is a lot of core competency in that monster. I'm ready to short MSFT. The company peaked long ago and has C players. I see very little coming out of Microsoft, save for more lenient policies toward Office and its OS.
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Deleted
Deleted Member
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Post by Deleted on Jun 11, 2015 6:50:42 GMT -8
Is it just me having issues with trying to listen to Gruber's podcast about baseball with Phil Schiller? As PED noted, start at the 12 minute mark if it's working for you. No joy here.
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Post by artman1033 on Jun 11, 2015 7:10:20 GMT -8
Is it just me having issues with trying to listen to Gruber's podcast about baseball with Phil Schiller? As PED noted, start at the 12 minute mark if it's working for you. No joy here. I agree with YOU. For the same reason I try to put my political views in the dungeon.
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Post by artman1033 on Jun 11, 2015 7:15:47 GMT -8
It's always fun to make fun of MSFT but Ballmer is gone and there is a lot of core competency in that monster. I'm ready to short MSFT. The company peaked long ago and has C players. I see very little coming out of Microsoft, save for more lenient policies toward Office and its OS. I just watch MSFT. IMHO: MSFT is like XEROX PARC. They got a lot of stuff in there. Good Luck I say. I still think AMZN will go down faster than MSFT over time. BUT I have lost too much betting against AMZN.
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Deleted
Deleted Member
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Post by Deleted on Jun 11, 2015 7:30:06 GMT -8
Hint: Download the MP3 off Gruber's site and then FF to the 12 minute mark. It's a worthwhile listen.
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JDSoCal
Member
Aspiring oligarch
Posts: 4,189
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Post by JDSoCal on Jun 11, 2015 7:59:17 GMT -8
I think the ad blocker could be huge, in terms of wounding GOOG. 80-90% of Google's revs are ads, and the majority are on iOS, since only the cheap, the poor, and the dumb use Android (the virgin geeks fall into the cheap category). Why should Google continue to get a free ride on iOS? There is a good chunk of money there, so Apple should try to get it. Maybe Tim can make an "our ads don't track" pitch. My only concern would be antitrust. Google is well-connected and spends a lot on lobbying. This might be one time where Android's large market share comes in handy. Obviously it is anti-competitive, but it would be a rule of reason case, i.e., does it unreasonably restrain trade? Since it is optional for the user, Apple can make a pro-privacy pitch; Apple won't be shutting out Google by default, the user will at his discretion. Obviously Apple has really smart lawyers that are consulted on such things. WS has accepted AMZN as a non-profit for almost 20 years. But not Google. But WS is too dumb to see the future WRT Google, so we'll likely have to wait for a bad earnings call. I've been using Ad Block on Firefox for years. ADD is a real thing, so don't judge me. Speaking of ADD, as far as Gruber goes, I am too ADD/type A to have the patience with podcasts. I simply can't listen to them, even for people I find interesting, such as Adam Carolla. There should be a transcript feature in iTunes.
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Post by 2centsplus on Jun 11, 2015 8:14:12 GMT -8
Now is it the right time to short GOOG? The noose does seem to be tightening a bit. But if Google falls as a competitor, and Samsung continues to fall with them (as HTC did before them), then who is left as Apple's competition? Possibly the cheap Xiaomi's of the world? But this is where Apple's ecosystem strategy, obvious as it is, just becomes increasingly the winning move. No matter how good or how cheap a phone anyone else makes, they just can't replicate the ecosystem. So even though most things in that ecosystem are not hugely profitable in themselves, together they may be enough to drive the iPhone sales at a good or great clip for the foreseeable future, which is where the profits are. And besides the profits, a springboard to enter many other profitable areas...
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Post by 2centsplus on Jun 11, 2015 8:20:56 GMT -8
I think the ad blocker could be huge, in terms of wounding GOOG. 80-90% of Google's revs are ads, and the majority are on iOS, since only the cheap, the poor, and the dumb use Android (the virgin geeks fall into the cheap category). Why should Google continue to get a free ride on iOS? There is a good chunk of money there, so Apple should try to get it. Maybe Tim can make an "our ads don't track" pitch. Agree. Let them find a new biotech breakthrough for revenues and get out of Apple's hair - which they never should have been in to begin with.
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Post by firestorm on Jun 11, 2015 8:21:27 GMT -8
I think the ad blocker could be huge, in terms of wounding GOOG. 80-90% of Google's revs are ads, and the majority are on iOS, since only the cheap, the poor, and the dumb use Android (the virgin geeks fall into the cheap category). Why should Google continue to get a free ride on iOS? There is a good chunk of money there, so Apple should try to get it. Maybe Tim can make an "our ads don't track" pitch. My only concern would be antitrust. Google is well-connected and spends a lot on lobbying. This might be one time where Android's large market share comes in handy. Obviously it is anti-competitive, but it would be a rule of reason case, i.e., does it unreasonably restrain trade? Since it is optional for the user, Apple can make a pro-privacy pitch; Apple won't be shutting out Google by default, the user will at his discretion. Obviously Apple has really smart lawyers that are consulted on such things. WS has accepted AMZN as a non-profit for almost 20 years. But not Google. But WS is too dumb to see the future WRT Google, so we'll likely have to wait for a bad earnings call. I've been using Ad Block on Firefox for years. ADD is a real thing, so don't judge me. Speaking of ADD, as far as Gruber goes, I am too ADD/type A to have the patience with podcasts. I simply can't listen to them, even for people I find interesting, such as Adam Carolla. There should be a transcript feature in iTunes. The only time I have patience for podcasts is when I'm driving, though lately the Grateful Dead channel on Sirrus has been grabbing my attention.
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Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
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Post by Mav on Jun 11, 2015 9:05:29 GMT -8
Mercel has a transcript feature.
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Post by rickag on Jun 11, 2015 9:14:29 GMT -8
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Post by firestorm on Jun 11, 2015 9:40:21 GMT -8
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Post by Luckychoices on Jun 11, 2015 9:46:58 GMT -8
I think the ad blocker could be huge, in terms of wounding GOOG. 80-90% of Google's revs are ads, and the majority are on iOS, since only the cheap, the poor, and the dumb use Android (the virgin geeks fall into the cheap category). Why should Google continue to get a free ride on iOS? There is a good chunk of money there, so Apple should try to get it. Maybe Tim can make an "our ads don't track" pitch. My only concern would be antitrust. Google is well-connected and spends a lot on lobbying. This might be one time where Android's large market share comes in handy. Obviously it is anti-competitive, but it would be a rule of reason case, i.e., does it unreasonably restrain trade? Since it is optional for the user, Apple can make a pro-privacy pitch; Apple won't be shutting out Google by default, the user will at his discretion. Obviously Apple has really smart lawyers that are consulted on such things. According to this column, antitrust shouldn't be a problem. finance.yahoo.com/news/why-apple-wants-let-block-173438872.htmlWhy Apple Wants to Let You Block AdsIt's tempting to say that Apple is providing the capability because it doesn't depend on advertising revenue. Apple Chief Executive Tim Cook recently railed against tech companies that "have built their businesses by lulling their customers into complacency about their personal information" and are "gobbling up everything they can learn about you and trying to monetize it." But if you instantly think "Google," think again. According to PageFair, an Irish company that helps advertisers beat ad blocking by making ads less intrusive, the use of blocking technology has been increasing mainly thanks to Google's Chrome browser, which already includes the features Apple has announced for Safari.Besides, Google's operating system, Android, has long allowed ad blocking. T his has often meant installing Ad B lock Plus, the software developed by the German company Eyeo. It has about 50 million users on computers and mobile devices and a business model based on charging site owners to put them on a "whitelist" as "acceptable ad" providers. Apart from paying, these companies must to commit to some simple rules: no pop-ups, no sound, no self-launching videos -- in short, none of the aggressive formats Web users have come to hate. (Users can block the "acceptable" ads, too).
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Mav
Member
[img style="max-width:100%;" alt=" " src="http://www.forumup.it/images/smiles/simo.gif"]
Posts: 10,784
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Post by Mav on Jun 11, 2015 9:49:21 GMT -8
Half right.
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Post by rickag on Jun 11, 2015 10:00:06 GMT -8
Apple needs to donate more campaign funds in Washington DC. Amazon needs to donate more campaign funds in European capitals. Luckychoices, thanks for the post regarding ad blockers, but I am not sure if logic will prevail.
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Post by CdnPhoto on Jun 11, 2015 12:14:28 GMT -8
TWTR's Costello stepping down. Stock up over 8% AH.
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