dkrich

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by dkrich 9y ago
I think the point is that the article is basing the title that "Intel is fighting for its future" on the idea that they might make a bid for Broadcom to survive. The idea that Qualcomm could invest in cloud and servers and maybe,
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by dkrich 9y ago
I feel the same applies to Prime Video. Horrible, horrible UI and user experience to find programs and then stream them. This is no small thing, either, because the ease of use of Netflix I believe is probably the single biggest reason I us
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by dkrich 9y ago
Because the premise of the article is that people are balking at the price when I would argue the price and exclusivity are the main selling points.
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by dkrich 9y ago
I’m sure you got yours because you genuinely like the product. That doesn’t make the assertion that lots of people’s motivations for owning one because it’s a status symbol childish. And I’m sure those people would deny that’s the reason, t
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by dkrich 9y ago
I don't think Apple actually reduced guidance, I think the article in question predicted that they would reduce guidance. What we know for sure is that the phone was sold out as soon as it opened for pre-orders and that Apple on their
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by dkrich 9y ago
I'm certainly not knowledgable enough to try and get inside the head of Apple's strategic decision makers, but if I had to guess I would say that they already had a proven form factor and supply chain in place to produce the 8 and
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by dkrich 9y ago
I don't disagree with you about what people should do, but the reality is that consumers have been this way for a long time, the only thing that changed is that phones shifted from commodities people bought for performance to fashion a
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by dkrich 9y ago
I think market analysts continue to miss the mark on this story. What I keep hearing over and over are variations of "people are turned off by the $1,000 price tag." I think this is a complete misread. People don't pay $1k fo
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by dkrich 9y ago
I think the argument that content itself comprises a monopoly is a tough sell since content is something that can be demonstrably created by lots of parties (Netflix, Disney, Amazon, Apple, NBC, YouTube, etc.). In fact in today's envir
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by dkrich 9y ago
Not sure I agree with the urgency angle to this analysis. Sure, if sales and the influx of cash slows Apple will need that cash to pay off its bonds, but... 1. There's no reason to believe that's going to happen anytime in the nea
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by dkrich 9y ago
This assumes Apple won’t accelerate earnings, though. I think given the blowout earnings we’ve seen elsewhere in the market this is unlikely especially with Apple looking to raise average unit costs on the iPhone and iPad.
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by dkrich 9y ago
Agreed. They have no quality control over their own deliveries. I live in a multi-tenant building and in my experience Amazon deliveries are hilariously unreliable. They have a hard time gaining access to my building and usually just leave
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by dkrich 9y ago
Nobody but the USPS is allowed to put anything in or remove anything from a mailbox. If you're talking about a separate locker, not a bad idea but I'd assume that would be a lot more costly than replacing your lock and also would
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by dkrich 9y ago
I can understand your point. We are so many layers removed these days with trading platforms and online brokerages that it's easy to forget that when you buy an equity, you are actually holding shares of a real company that produces re
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by dkrich 9y ago
McDonalds operates at a larger scale than any other restaurant in the world and by a very large margin. What works for McDonalds won't work for restaurants that must order supplies on a much smaller scale. Also, in McDonalds' earl
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by dkrich 9y ago
To a large extent, yes. Fresh steak and seafood are among the most expensive items to obtain and prepare. The markup on a prime cut of steak will be much smaller than alcohol. Not zero, but definitely less than alcohol. Anecdotally, I recen
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by dkrich 9y ago
>Watson seems to me like it's mostly leadgen to sell IBM consulting services to companies that don't know how to build software in-house. This is exactly what it is. It's a marketing product designed to help IBM sell the c
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by dkrich 9y ago
Customer adoration is earned through consistency and branding. Not sure we're disagreeing. If Chick fil a suddenly started selling low grade meat they would surely lose their adoration but it's also true that there isn't a ye
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by dkrich 9y ago
It seems counterintuitive to me too, but when you think about it it makes sense. If you sell burgers, the food costs are pretty high. After all, good hamburger meat, cheese, and whatever else you are going to put in it is pretty expensive.
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by dkrich 9y ago
I once read that McDonalds for many years sold burgers and shakes basically at cost and made almost all of its profits on french fries. This seems to be a fairly common practice on high volume stores. I know that bars typically make next to
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by dkrich 9y ago
Yes, this to me was the most telling part: That chicken is a confit (with duck fat, aka $$), then served with a stock/stew that takes days (of labor dollars) to prepare, plus cost of employees to serve, stuff to serve it on and rent t
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by dkrich 9y ago
Saying Justin Bieber gets some of your money isn't really the whole story. Justin Bieber's songs are streamed billions of times a year, so his music accounts for a very significant percentage of total streams, and consequently use
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by dkrich 9y ago
No, it's like saying that when you buy your favorite brand of ice cream at the store the grocery store keeps most of the profit because without the store the ice cream manufacturer wouldn't have a place to sell to the masses. If s
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by dkrich 9y ago
But why should they get most of the monthly fee? Spotify offers the ability for that user to listen to that artist plus a million others and thus carries the overhead required to create a platform for that artist to publish in the first pla
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by dkrich 9y ago
The question of worth changes as time goes by and technology changes. When your only option for consuming a new song was to either wait for it to play on the radio or go buy the album, the value was much higher because supply was controlled
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by dkrich 9y ago
This has been my experience too, and I don't think I'm being nitpicky when I say that there is a large dropoff in reliability from UPS/FedEx to Amazon. I would estimate that the success rate in receiving my package on the sch
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by dkrich 9y ago
I think it has more impact on very long exposure shots that can span 30 minutes to hours where a breeze can ruin a shot of it moves in the slightest. But I agree. I think for the majority of shots it doesn't make that much difference.
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by dkrich 9y ago
Agreed. The Alpha software reeks of "design by committee" for the entire mass of camera users to allow anything to be controlled with equal weight. It's a major problem.
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by dkrich 9y ago
Okay, fine, that's exactly what I said- that I'm sure his points are valid for his use case, which is the upper, upper end of the market. But surely he must understand that what's good for him and his very particular use ca
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by dkrich 9y ago
Call me skeptical, but this guy's rants sound to me like a super demanding, high-end user. No doubt his complaints are well-reasoned for him , but I have to say that as an amateurish photographer, I disagree with a lot of what he says

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