VAL9000 Posted January 4, 2014 Share Posted January 4, 2014 If you are going to bang for the buck - Android is no comparison to iOS. Everything from fragmentation increasing development, low usage per user, low spending per user, etc reduce the ROI for third parties. Today this is true, but Android is improving very quickly and prices are dropping very quickly, too. I can buy a Nexus 5 and a Nexus 7 for the same price as an iPhone 5s and still have money left over to convert all of my apps from iOS to Android. Not bad. You can do that, but did you? Lots of people can buy cheap Android devices, but they still stick to the more expensive and better product. I did, sort of. I moved from an iPhone 4S to a Nexus 5 and pocketed the difference. I haven't bought any apps on my Nexus 5 yet, but then I didn't buy many on my iPhone, either. Link to comment Share on other sites More sharing options...
VAL9000 Posted January 4, 2014 Share Posted January 4, 2014 So you think the road analogy is a better one? Roads - which are not really something you buy, roads - which are not really a product. Why not compare mobile devices to taxes? That would make just as much sense. No, I think the Beta vs. VHS analogy is a better analogy when comparing iOS and Android. Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 4, 2014 Share Posted January 4, 2014 So you think the road analogy is a better one? Roads - which are not really something you buy, roads - which are not really a product. Why not compare mobile devices to taxes? That would make just as much sense. No, I think the Beta vs. VHS analogy is a better analogy when comparing iOS and Android. So the roads analogy is just a red herring? Try these analogies instead: - The mp3 player market - AppleTV vs GoogleTV Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 4, 2014 Share Posted January 4, 2014 So no rebuttal on Android improving very quickly? Glad we agree there. I am not seeing a rebuttal for most of the points I have raised. We are on agreement then? ;) Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 6, 2014 Share Posted January 6, 2014 http://www.bloomberg.com/news/2014-01-05/htc-posts-second-operating-loss-as-sales-continue-to-slump.html So Google is using Motorola to bring down the prices of Android phones? Link to comment Share on other sites More sharing options...
Guest wellmont Posted January 6, 2014 Share Posted January 6, 2014 android is looking like it's going to be everywhere. http://www.pcworld.com/article/2083987/lenovo-wants-to-put-a-4k-monitor-on-your-desk.html Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 6, 2014 Share Posted January 6, 2014 android is looking like it's going to be everywhere. http://www.pcworld.com/article/2083987/lenovo-wants-to-put-a-4k-monitor-on-your-desk.html Or not: http://techcrunch.com/2014/01/06/panasonic-ffos-tvs/ http://www.bloomberg.com/news/2014-01-06/lg-unveils-internet-connected-tv-running-webos-acquired-from-hp.html Link to comment Share on other sites More sharing options...
Guest wellmont Posted January 7, 2014 Share Posted January 7, 2014 hp appears to be warming up to Android. http://www.engadget.com/2014/01/06/hp-slate-21-pro-pro-x2-410/ Intel hedging it's Windows bet with Android http://www.theverge.com/2014/1/3/5267360/intel-dual-os-pc-plus-android-windows-microsoft-objection Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 7, 2014 Share Posted January 7, 2014 http://www.bloomberg.com/news/2014-01-05/htc-posts-second-operating-loss-as-sales-continue-to-slump.html So Google is using Motorola to bring down the prices of Android phones? Looks like Samsung didn't want to be left out of the party: http://www.bloomberg.com/news/2014-01-06/samsung-profit-misses-estimates-as-high-end-handset-growth-slows.html Incidentally, Samsung plans to more than triple its marketing spend in 2014. Yeah, that should turn out well..... Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 7, 2014 Share Posted January 7, 2014 hp appears to be warming up to Android. http://www.engadget.com/2014/01/06/hp-slate-21-pro-pro-x2-410/ Intel hedging it's Windows bet with Android http://www.theverge.com/2014/1/3/5267360/intel-dual-os-pc-plus-android-windows-microsoft-objection And Samsung seems to be warming up to Windows 8 Link to comment Share on other sites More sharing options...
Guest wellmont Posted January 7, 2014 Share Posted January 7, 2014 A genius reports Android is conquering the World. http://bgr.com/2014/01/07/android-device-sales-2014/ Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 7, 2014 Share Posted January 7, 2014 A genius reports Android is conquering the World. http://bgr.com/2014/01/07/android-device-sales-2014/ The genius also reports that Apple device shipments will grow by almost 30% this year and 15% next year. Sssswwwwweeeettttttt!! :D :D :D Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 8, 2014 Share Posted January 8, 2014 Things are heating up in Europe: http://gigaom.com/2014/01/08/france-fines-google-over-privacy-violations-and-makes-it-put-a-notice-on-its-site/ Link to comment Share on other sites More sharing options...
Palantir Posted January 10, 2014 Share Posted January 10, 2014 Sold GOOG. I don't believe there is justification for holding this at a 3.5% FCF yield. Link to comment Share on other sites More sharing options...
fareastwarriors Posted January 13, 2014 Share Posted January 13, 2014 Google to Acquire Nest Labs for $3.2 Billion in Cash via @BloombergNews Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 13, 2014 Share Posted January 13, 2014 Google to Acquire Nest Labs for $3.2 Billion in Cash via @BloombergNews http://techcrunch.com/2014/01/13/google-just-bought-connected-device-company-nest-for-3-2b-in-cash/ Even though it confirms everything I have said, i have to say, it is a good buy. Link to comment Share on other sites More sharing options...
fareastwarriors Posted January 13, 2014 Share Posted January 13, 2014 http://www.bloomberg.com/news/2014-01-13/google-acquiring-nest-for-3-2-billion-to-expand-in-devices.html Google Acquiring Nest for $3.2 Billion To Expand in Devices Link to comment Share on other sites More sharing options...
Viking Posted January 13, 2014 Share Posted January 13, 2014 $3.2 billion is a large sum. I am not sure what the sales and profits are of Nest. The big winners here are the current owners of Nest - the amount they are getting paid reminds me of the .com days. This purchase further highlights Google's plans for use of excess cash - acquisitions, usually at very high valuations. Not the sort of thing that builds lasting value for shareholders. Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 13, 2014 Share Posted January 13, 2014 $3.2 billion is a large sum. I am not sure what the sales and profits are of Nest. The big winners here are the current owners of Nest - the amount they are getting paid reminds me of the .com days. This purchase further highlights Google's plans for use of excess cash - acquisitions, usually at very high valuations. Not the sort of thing that builds lasting value for shareholders. Their present strategy is not sustainable. Have no answer to Facebook, Twitter, Pinterest, etc. They cannot keep losing money in mobile. They don't have the design chops. And they have a lot of cash weighing down their balance sheet. What are they to do? Link to comment Share on other sites More sharing options...
Guest wellmont Posted January 14, 2014 Share Posted January 14, 2014 wow they stole this right out of apple's grasp. ;D $3.2b is petty cash for this juggernaut. Look at the talent that google just acquired. appleinsider reports: Aside from Fadell, who many consider to be the "grandfather of the iPod," Nest has a number of former Apple-employees on its staff. In 2012, Nest hired Apple's chief patent counsel Richard "Chip" Lutton, Jr., who now serves as the firm's vice president and general counsel. Most recently, Nest named former director of iPod software Bryan James as Vice President of Product Engineering. Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 14, 2014 Share Posted January 14, 2014 wow they stole this right of apple's grip. ;D Wrong as usual: http://recode.net/2014/01/13/google-acquires-nest-for-3-2b/ "Sources familiar with details of the acquisition said that Google was the only serious bidder and Apple was not in the mix." If you think Apple shells out $3.2B for unprofitable startups, think again. Link to comment Share on other sites More sharing options...
Palantir Posted January 14, 2014 Share Posted January 14, 2014 Yes, when MSFT pays billions for a company, it's bad capital allocation, and when GOOG does it, wellmont gloats on teh interwebs. Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 14, 2014 Share Posted January 14, 2014 android is looking like it's going to be everywhere. http://www.pcworld.com/article/2083987/lenovo-wants-to-put-a-4k-monitor-on-your-desk.html Everywhere except the web ;): http://news.cnet.com/8301-1035_3-57616953-94/iphones-hold-top-three-spots-in-network-usage-ranking/ Link to comment Share on other sites More sharing options...
Guest valueInv Posted January 14, 2014 Share Posted January 14, 2014 wow they stole this right out of apple's grasp. ;D $3.2b is petty cash for this juggernaut. Look at the talent that google just acquired. appleinsider reports: Aside from Fadell, who many consider to be the "grandfather of the iPod," Nest has a number of former Apple-employees on its staff. In 2012, Nest hired Apple's chief patent counsel Richard "Chip" Lutton, Jr., who now serves as the firm's vice president and general counsel. Most recently, Nest named former director of iPod software Bryan James as Vice President of Product Engineering. On a related note, Google had hired one of the pioneers of the Mac to work on Google+: http://www.mercurynews.com/ci_20132893/apple-pioneer-brings-emotion-google-andy-hertzfeld All you have to do is hire former Apple personnel, and you will have amazing success. If you don't believe me, ask Palm. ;) Link to comment Share on other sites More sharing options...
DCG Posted January 14, 2014 Share Posted January 14, 2014 I've been following Nest for the last year or so and while they have cool technology, I don't see how their products have any relation to Google's core businesses. Seems like google just spending money because they can. Link to comment Share on other sites More sharing options...
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