It's fascinating from the point of view of mouthy Larry's mouth driving away tens of millions of dollars of sales. But that's only.1% of Oracle's annual profit, so meh, maybe the satisfaction was worth it. Or maybe Larry is just an idiot.
A more serious problem is, ORCL has a P/E of 53. Can somebody please explain to me how it got there, and how it hopes to stay there. I don't see any hope for the latter, this doesn't make any sense at all.
I don't know about since inception but it grew about 8%/year for the last ten years. But today the issue is, P/E above 16 or 20 is supposed to be reserved for growth stocks. But Oracle is 1) not a growth stock and 2) currently sitting at a breathtaking P/E of 53. That is nuts and unsustainable. If Oracle collapses back to what would be reasonable given its lethargic growth, around P/E of 16, then its annual growth with come in at roughly minus 4%. The truth will be somewhere in between but for now I would say, nobody who isn't a professional short should even think about getting into ORCL.
Link please. Today I'm saying that AAPL has significant downside risk that makes it an inappropriate investment for anybody who can't afford to lose their retirement savings. And I'm saying that you do not own a single share of any stock and do not even know what a limit order is. And that you have pimples and are stupid. And also ugly with too much body hair and smell bad. How'm I doing?
having a "laptop-class" machine at this price without a removable battery is unacceptable anyway.
Not true. Just about any current tablet battery will outlast just about any current laptop. For desktop replacement you run plugged in. Think Biz trip. I'm not speculating, I've done it regularly. Only the Android GUI sucks, not this way of using a tablet.
Replaceable battery is another thing. It is common for a battery to die while the tablet is otherwise still perfectly usable. It better not be a big deal to replace it.
If you are actually concerned about battery life, external batteries are awesome, cheap and effective. This is way better than shutting down the tablet to change the battery, which is theoretical anyway because replaceable batteries are already as dead as floppy disks and aren't coming back.
It could be, just by adding a standard windowing interface. KDE would make the point. Actually, you don't need a screen dock at all, you just need three things: tablet stand; bluetooth mouse; bluetooth keyboard, and you can do it with any tablet. What sucks is the half-baked GUI. Please, I love Enlightment as a shiny toy, but let's not try to foist it off as a KDE replacement. Just bring up KDE on Android and that would be earthshaking. Microsoft would have a collective heart attack. What are you waiting for?
Chrome OS is way worse than Android. Why use Chrome as a limited 'OS' when you could use a real OS
Google backed down from the browser-only concept some time ago. At least they are not complete idiots. But they are taking their sweet time to go the rest of the way and, for example, support QT applications as native, which would be, what, a one week hack to bring up in prototype?
Given that Android/ChromeOS is really Linux, this is more of an admin thing than actual coding, all the bits and pieces are already lying around. Sure, you could maybe do something slicker than run KDE on top of Xorg, but as a demo that would be quick, easy and impactful. Imagine the great PR if a hack like that emerged from Google's skunkworks on the official blog. Any halfway competent intern could do it in, as I say, one week.
In a KB/Mouse environment what is android going to give you?
Nothing, Android only takes stuff away. There is no valid reason for it. Bogus reasons include Google's complete domination of Android system development. Many users want to have for-real Libreoffice on their tablets but Google doesn't want that. They want to force users into their cloud and they are willing to torment a certain small but important segment of users to do it.
Somebody at Google is going to burn in hell for this. Not so long ago I was a big Google fanboy but now they managed to get me alienated to the point where I'm thinking a bust-up is the best remedy.
Sure. I'm ok with it if they also give it a last gen price. That is, lower than original MSRP to reflect the lower build cost. It's not like we weren't already awash in a sea of mobile compute power two years ago.
I think the bigger problem is that they didn't bother using a current gen SoC.
Absolute nonsense. This was already doable eight years ago with Xoom tablet, a fraction of the horsepower and memory of today's Tab. I am sure of this because I did it. Absolutely no issues with the hardware, the issues are all software: crappy mouse support, crappy cut and paste, near total absence of keyboard shortcuts, no draggable application windows, fucked up lame excuse for a task bar. Fix those and you could run full Libreoffice that same as your current desktop, not some crappy Android UI abomination.
It's just astounding that these small software deficiencies haven't been fixed for eight years. Samsung could have done it at any time, that would have been truly epic. But now they are finally doing it, please don't fuck up.
This unconscionable delay is mostly on lily liver Google. Smart People. Not.
Apple's smartphone market share declined from 48% to 17% from 2009 until now. Apple's current anemic growth makes its P/E of 19.5 unsustainable. Therefore you would need to be nuts to buy AAPL now, hoping it will grow. But let's not kid ourselves, AC who keeps reposting the same idiotic one liner doesn't own any stock of anything, let alone AAPL. Let's be clear: if you're playing with your retirement income, then don't touch AAPL with a ten foot pole. You heard it here. (Or more realistically, nobody actually heard this except the one pasty skinned AAPL troglodyte who gets totally triggered by truth about AAPL but isn't quite sure what to do about it.)
That wasn't a small dip, that was a full year, full fledged nosedive, and another full year to retrace. I called it perfectly, thanks for pointing that out. Now I'm saying that AAPL has significant downside risk. You go load up on AAPL, ok? You're just the bagholder to do it. Anybody else, make your own mind up about who speaks the truth and who is a clueless snivelling Apple astroturfer.
True, people who know how to take care of themselves and want to take care of themselves properly, that is why they said no to Windows in the first place. But it does not hurt that updates are smooth, beneficial and unintrusive.
From Jul 2012: "To be honest, Apple is more than fairly valued... assuming high margins hold up and revenue continues to increase at least 10% per year. Problem is, both those assumptions are looking doubtful from where we stand today.
Good one.
Thanks for pointing that one out. (BTW, I don't go back digging through my old posts, you must be really triggered.) Look at APPL from Aug/12 to Jun/13... straight down from $95 to $65. You would have made a mint by acting on my opinion. AAPL didn't get back to where it was until 2014.
You couldn't have done a better job of establishing my power of clairvoyance if you had tried. Now I am not predicting that AAPL is headed straight down, but that the downside risk is significant. Honestly, don't put your retirement funds there. But if you think I'm full of shit, then go ahead and load up. Couldn't happen to a nicer person.
From Jul 2012: "To be honest, Apple is more than fairly valued... assuming high margins hold up and revenue continues to increase at least 10% per year. Problem is, both those assumptions are looking doubtful from where we stand today.
I wonder why Mac and Linux tend to stay up to date, while Windows users have to be dragged forward.
In don't presume to speak to Apple, but there are several reasons for Linux. Linux users pull updates at a time their choosing, it's nice to be in control.
The update experience is much smoother for Linux, I typically don't even log out. Sometimes Firefox needs to be restarted, which is crappy design, but that's about it. Upgrading libraries while in use is a bedrock part of Linux, it just works except in extremely rare situations like libc's nscd, normally used only in enterprise, which got a disruptive incompatible protocol change more than 10 years back. And 10 years even further back there was the c++ ABI thing. And 5 years before that there was the libc thing. In recent years, roughly zero serious issues. The normal situation is, upgraded services (optionally) restart without issue. So upgrading nearly always just works, even with a massive number of changes. Did I say, I normally don't even log out? Certainly, you normally don't reboot a Linux server on update, that's really key to server uptime.
Linux users are more clueful than Windows users. Serious security events in Linux that require immediate update are few and far between. Linux users tend to hear about them in the news or other channels and update immediately. No waiting for Patch Tuesday. In short, Linux users tend to know when an update is truly needed. This drastically reduces the amount of updating. Even if you miss out on a major security update it's not that big a deal because even the worst Linux wholes are seldom really bad. If you aren't hosting random unknown users or intentionally trying to run as much malware as you can, you chances of getting owned by even the worst of them are really slim. (I'm not saying don't update, mind you, I'm just saying that even the scary sounding ones mostly don't apply to you.)
Linux changes are normally not disruptive. For the most part, open source devs are on your side and they put a whole lot of effort into not breaking things that you have come to depend on. This breaks occasionally, like KDE 4 or Gnome 3, but the blowback from those was severe, project devs learned from it, and its highly unlikely to be repeated. Usually what you see is, Linux interfaces including GUIs change slowly and logically, mostly by adding new functionality that users appreciate. Seldom by taking things away, well, except for Gnome, but even there it's kind of a force for good, it moves users to the much better designed KDE and supportable.
Linux updates are really fast usually don't impact the running system at all. I noticed, a Mac update tends to take an hour or more and the machine shuts itself down for the entire time. And they are pushy: "update now or wait till tonight?". Not as bad as Windows, but bad. The idea of shutting down the workstation to update is just unacceptable to a Linux user, we just don't need to. I mean, you can if you want, but I never do. The technical term is "life in paradise".
Linux updating is generally so pleasant that everybody wants to do it, especially when a major new release lands. You do it because you want to, not because you have to. You do it when you want to, not when somebody wants you to. That's the way it should be.
Apple's market share in the smarphones increased this quarter, the technical term is retrace. Over a ten year period, Apple's smarphone market share declined from 48% to 17%. There is nothing to indicate that the trend will stop. Apple's share of the tablet market continued to shrink while it's share of the PC market stayed flat. Apple's stock price increased modestly on the mixed news. On balance, Apple's anemic growth makes its P/E of 19.5 unsustainable. Should that growth turn flat or negative the bloodbath will be deep and slippery.
My interpretation is: Windows 10 is taking an incredibly long time to ramp up in spite of being rammed down everybody's throats as hard as Microsoft can do it by means fair or foul. I conclude that Windows 10 must really suck, that users don't want it, and that they will accept it only by force. I look forward to a new wave of refugees arriving on the Linux beach.
Hey retard.[sic] Apples market share when[sic] yup[sic] not down.
I left your gratuitous insult in, it's a fitting testament to the Apple mentality. In 2009 Apple's share of the smartphone market was 48%, today it is 17%. Six years from now, what? 5% similar to the MacOS share of the PC market?
You're painting with a wide brush if you think I'm a fanboy.
I didn't directly call you a fanboy (note obvious typo in the post). You're a sort of sitting on the fence one-time fanboy with a high probability of switching brands. Why should I go out of my way to offend you? But the fallback arguments of Apple fanboys are nonetheless a source of amusement. Current one is "but they make more money than anybody" ironically missing the signs of danger in that.
I suggested you needed to gain some maturity... I have no idea where you're getting any of these wrong notions about me.
I clearly called Apple arrogant, not you. But you seem touchy about it, and that maturity snipe was just plain patronizing.
if you look at "expensive phones", Apple has a _huge_ part of that, probably 60%
I'm not sure exactly what the share is in that sector, but it's not as high as that. Samsung's and Google's phones are expensive too, and so are all the other flagships. But that is nothing to crow about, rather it's a vulnerability. The days of phone as status symbol are slipping into history, and Apple's innovation stream dried up, weakening the brand. I'm having trouble seeing how Apple positions itself as a luxury brand going forward.
Hardly fair. In 2009, there really wasn't any real competition for the iPhone.
It's more than fair. iPhone's market slide looks way worse when compared to Android alone, instead of including RIM.
Android certainly had to compete, but it didn't just compete, it slaughtered. Why? Three big factors: more value for money; Google brand was more more trusted than Apple; Google's services such as maps and email were better than Apple's. All three remain in effect today,
And Mac share of the "Desktop" market is over 10%, twice what you claim.
Try to post without the insults, ok, to avoid being called out as the clown you come across as by not being able to support your argument after heaving out a lame ad hominem.
Slashdot Mirror
No link? And anger, your flatter yourself, you're not worth it.
It's fascinating from the point of view of mouthy Larry's mouth driving away tens of millions of dollars of sales. But that's only .1% of Oracle's annual profit, so meh, maybe the satisfaction was worth it. Or maybe Larry is just an idiot.
A more serious problem is, ORCL has a P/E of 53. Can somebody please explain to me how it got there, and how it hopes to stay there. I don't see any hope for the latter, this doesn't make any sense at all.
I don't know about since inception but it grew about 8%/year for the last ten years. But today the issue is, P/E above 16 or 20 is supposed to be reserved for growth stocks. But Oracle is 1) not a growth stock and 2) currently sitting at a breathtaking P/E of 53. That is nuts and unsustainable. If Oracle collapses back to what would be reasonable given its lethargic growth, around P/E of 16, then its annual growth with come in at roughly minus 4%. The truth will be somewhere in between but for now I would say, nobody who isn't a professional short should even think about getting into ORCL.
Oracle's profits are at record highs.
And Oracle's P/E of 53 is breathtaking, not in a good way.
Link please. Today I'm saying that AAPL has significant downside risk that makes it an inappropriate investment for anybody who can't afford to lose their retirement savings. And I'm saying that you do not own a single share of any stock and do not even know what a limit order is. And that you have pimples and are stupid. And also ugly with too much body hair and smell bad. How'm I doing?
having a "laptop-class" machine at this price without a removable battery is unacceptable anyway.
Not true. Just about any current tablet battery will outlast just about any current laptop. For desktop replacement you run plugged in. Think Biz trip. I'm not speculating, I've done it regularly. Only the Android GUI sucks, not this way of using a tablet.
Replaceable battery is another thing. It is common for a battery to die while the tablet is otherwise still perfectly usable. It better not be a big deal to replace it.
If you are actually concerned about battery life, external batteries are awesome, cheap and effective. This is way better than shutting down the tablet to change the battery, which is theoretical anyway because replaceable batteries are already as dead as floppy disks and aren't coming back.
A laptop/desktop replacement it isn't.
It could be, just by adding a standard windowing interface. KDE would make the point. Actually, you don't need a screen dock at all, you just need three things: tablet stand; bluetooth mouse; bluetooth keyboard, and you can do it with any tablet. What sucks is the half-baked GUI. Please, I love Enlightment as a shiny toy, but let's not try to foist it off as a KDE replacement. Just bring up KDE on Android and that would be earthshaking. Microsoft would have a collective heart attack. What are you waiting for?
2560 x 1600 is better than any laptop you can get for $650, but I agree, it's a bit much. $500 and we're talking.
Chrome OS is way worse than Android. Why use Chrome as a limited 'OS' when you could use a real OS
Google backed down from the browser-only concept some time ago. At least they are not complete idiots. But they are taking their sweet time to go the rest of the way and, for example, support QT applications as native, which would be, what, a one week hack to bring up in prototype?
Given that Android/ChromeOS is really Linux, this is more of an admin thing than actual coding, all the bits and pieces are already lying around. Sure, you could maybe do something slicker than run KDE on top of Xorg, but as a demo that would be quick, easy and impactful. Imagine the great PR if a hack like that emerged from Google's skunkworks on the official blog. Any halfway competent intern could do it in, as I say, one week.
In a KB/Mouse environment what is android going to give you?
Nothing, Android only takes stuff away. There is no valid reason for it. Bogus reasons include Google's complete domination of Android system development. Many users want to have for-real Libreoffice on their tablets but Google doesn't want that. They want to force users into their cloud and they are willing to torment a certain small but important segment of users to do it.
Somebody at Google is going to burn in hell for this. Not so long ago I was a big Google fanboy but now they managed to get me alienated to the point where I'm thinking a bust-up is the best remedy.
Sure. I'm ok with it if they also give it a last gen price. That is, lower than original MSRP to reflect the lower build cost. It's not like we weren't already awash in a sea of mobile compute power two years ago.
I think the bigger problem is that they didn't bother using a current gen SoC.
Absolute nonsense. This was already doable eight years ago with Xoom tablet, a fraction of the horsepower and memory of today's Tab. I am sure of this because I did it. Absolutely no issues with the hardware, the issues are all software: crappy mouse support, crappy cut and paste, near total absence of keyboard shortcuts, no draggable application windows, fucked up lame excuse for a task bar. Fix those and you could run full Libreoffice that same as your current desktop, not some crappy Android UI abomination.
It's just astounding that these small software deficiencies haven't been fixed for eight years. Samsung could have done it at any time, that would have been truly epic. But now they are finally doing it, please don't fuck up.
This unconscionable delay is mostly on lily liver Google. Smart People. Not.
Apple's smartphone market share declined from 48% to 17% from 2009 until now. Apple's current anemic growth makes its P/E of 19.5 unsustainable. Therefore you would need to be nuts to buy AAPL now, hoping it will grow. But let's not kid ourselves, AC who keeps reposting the same idiotic one liner doesn't own any stock of anything, let alone AAPL. Let's be clear: if you're playing with your retirement income, then don't touch AAPL with a ten foot pole. You heard it here. (Or more realistically, nobody actually heard this except the one pasty skinned AAPL troglodyte who gets totally triggered by truth about AAPL but isn't quite sure what to do about it.)
That wasn't a small dip, that was a full year, full fledged nosedive, and another full year to retrace. I called it perfectly, thanks for pointing that out. Now I'm saying that AAPL has significant downside risk. You go load up on AAPL, ok? You're just the bagholder to do it. Anybody else, make your own mind up about who speaks the truth and who is a clueless snivelling Apple astroturfer.
True, people who know how to take care of themselves and want to take care of themselves properly, that is why they said no to Windows in the first place. But it does not hurt that updates are smooth, beneficial and unintrusive.
From Jul 2012: "To be honest, Apple is more than fairly valued... assuming high margins hold up and revenue continues to increase at least 10% per year. Problem is, both those assumptions are looking doubtful from where we stand today.
Good one.
Thanks for pointing that one out. (BTW, I don't go back digging through my old posts, you must be really triggered.) Look at APPL from Aug/12 to Jun/13... straight down from $95 to $65. You would have made a mint by acting on my opinion. AAPL didn't get back to where it was until 2014.
You couldn't have done a better job of establishing my power of clairvoyance if you had tried. Now I am not predicting that AAPL is headed straight down, but that the downside risk is significant. Honestly, don't put your retirement funds there. But if you think I'm full of shit, then go ahead and load up. Couldn't happen to a nicer person.
From Jul 2012: "To be honest, Apple is more than fairly valued... assuming high margins hold up and revenue continues to increase at least 10% per year. Problem is, both those assumptions are looking doubtful from where we stand today.
Good one.
Android only "wins" because of the plethora of cheap-shit low-end "giveaway" phones.
Android wins for multiple reasons. One of them is, if you want you can get a really cheap one and it's entirely usable, even running most games etc.
If you restrict your view to the "Flagship" models, the numbers look QUITE different.
Not really. Android beats Apple at the high end too.
And speaking of "Quite Different", I don't know where you got the 12% marketshare number for iPhones
You pulled that out of your ass. I said 17%.
but this source quotes it earlier this year at a whopping 51%
Your source is shit.
I wonder why Mac and Linux tend to stay up to date, while Windows users have to be dragged forward.
In don't presume to speak to Apple, but there are several reasons for Linux. Linux users pull updates at a time their choosing, it's nice to be in control.
The update experience is much smoother for Linux, I typically don't even log out. Sometimes Firefox needs to be restarted, which is crappy design, but that's about it. Upgrading libraries while in use is a bedrock part of Linux, it just works except in extremely rare situations like libc's nscd, normally used only in enterprise, which got a disruptive incompatible protocol change more than 10 years back. And 10 years even further back there was the c++ ABI thing. And 5 years before that there was the libc thing. In recent years, roughly zero serious issues. The normal situation is, upgraded services (optionally) restart without issue. So upgrading nearly always just works, even with a massive number of changes. Did I say, I normally don't even log out? Certainly, you normally don't reboot a Linux server on update, that's really key to server uptime.
Linux users are more clueful than Windows users. Serious security events in Linux that require immediate update are few and far between. Linux users tend to hear about them in the news or other channels and update immediately. No waiting for Patch Tuesday. In short, Linux users tend to know when an update is truly needed. This drastically reduces the amount of updating. Even if you miss out on a major security update it's not that big a deal because even the worst Linux wholes are seldom really bad. If you aren't hosting random unknown users or intentionally trying to run as much malware as you can, you chances of getting owned by even the worst of them are really slim. (I'm not saying don't update, mind you, I'm just saying that even the scary sounding ones mostly don't apply to you.)
Linux changes are normally not disruptive. For the most part, open source devs are on your side and they put a whole lot of effort into not breaking things that you have come to depend on. This breaks occasionally, like KDE 4 or Gnome 3, but the blowback from those was severe, project devs learned from it, and its highly unlikely to be repeated. Usually what you see is, Linux interfaces including GUIs change slowly and logically, mostly by adding new functionality that users appreciate. Seldom by taking things away, well, except for Gnome, but even there it's kind of a force for good, it moves users to the much better designed KDE and supportable.
Linux updates are really fast usually don't impact the running system at all. I noticed, a Mac update tends to take an hour or more and the machine shuts itself down for the entire time. And they are pushy: "update now or wait till tonight?". Not as bad as Windows, but bad. The idea of shutting down the workstation to update is just unacceptable to a Linux user, we just don't need to. I mean, you can if you want, but I never do. The technical term is "life in paradise".
Linux updating is generally so pleasant that everybody wants to do it, especially when a major new release lands. You do it because you want to, not because you have to. You do it when you want to, not when somebody wants you to. That's the way it should be.
Apple's market share in the smarphones increased this quarter, the technical term is retrace. Over a ten year period, Apple's smarphone market share declined from 48% to 17%. There is nothing to indicate that the trend will stop. Apple's share of the tablet market continued to shrink while it's share of the PC market stayed flat. Apple's stock price increased modestly on the mixed news. On balance, Apple's anemic growth makes its P/E of 19.5 unsustainable. Should that growth turn flat or negative the bloodbath will be deep and slippery.
My interpretation is: Windows 10 is taking an incredibly long time to ramp up in spite of being rammed down everybody's throats as hard as Microsoft can do it by means fair or foul. I conclude that Windows 10 must really suck, that users don't want it, and that they will accept it only by force. I look forward to a new wave of refugees arriving on the Linux beach.
Hey retard.[sic] Apples market share when[sic] yup[sic] not down.
I left your gratuitous insult in, it's a fitting testament to the Apple mentality. In 2009 Apple's share of the smartphone market was 48%, today it is 17%. Six years from now, what? 5% similar to the MacOS share of the PC market?
You're painting with a wide brush if you think I'm a fanboy.
I didn't directly call you a fanboy (note obvious typo in the post). You're a sort of sitting on the fence one-time fanboy with a high probability of switching brands. Why should I go out of my way to offend you? But the fallback arguments of Apple fanboys are nonetheless a source of amusement. Current one is "but they make more money than anybody" ironically missing the signs of danger in that.
I suggested you needed to gain some maturity... I have no idea where you're getting any of these wrong notions about me.
I clearly called Apple arrogant, not you. But you seem touchy about it, and that maturity snipe was just plain patronizing.
if you look at "expensive phones", Apple has a _huge_ part of that, probably 60%
I'm not sure exactly what the share is in that sector, but it's not as high as that. Samsung's and Google's phones are expensive too, and so are all the other flagships. But that is nothing to crow about, rather it's a vulnerability. The days of phone as status symbol are slipping into history, and Apple's innovation stream dried up, weakening the brand. I'm having trouble seeing how Apple positions itself as a luxury brand going forward.
Hardly fair. In 2009, there really wasn't any real competition for the iPhone.
It's more than fair. iPhone's market slide looks way worse when compared to Android alone, instead of including RIM.
Android certainly had to compete, but it didn't just compete, it slaughtered. Why? Three big factors: more value for money; Google brand was more more trusted than Apple; Google's services such as maps and email were better than Apple's. All three remain in effect today,
And Mac share of the "Desktop" market is over 10%, twice what you claim.
I doubt it. Mac, 5.03%
Try to post without the insults, ok, to avoid being called out as the clown you come across as by not being able to support your argument after heaving out a lame ad hominem.