Rod Hall, JPMorgan, after cutting Apple Watch estimates in half: “We think it’s a great product; it’s just that the traction for these watches, people still haven’t figured out what they want to use them for.”
Takeaway: Great products need not a purpose or reason for its target demographic to use.
It’s getting to the end of the year and the last couple months to make changes to impact this fiscal tax year. In particular, knowing critical tax thresholds is important to making some of those financial choices (e.g. investments to divest), so here’s a handy brief from PWC for 2014.
The first major update to the Windows 10 Tech Preview was delivered on October 21, and with it came a fix to two-finger scrolling in Internet Explorer (and other Trident-based canvases, I believe) on my HP Spectre 13t’s touchpad. Things are still in pretty good shape on both my laptop and desktop, with the Technical Preview. No deal-breakers to daily use, thus far.
Lisa Bettany takes a comprehensive look at the iPhone’s rear-facing camera image quality comparison across scenarios, through the years. The first iPhone was average at the time, but Apple made significant improvements through the iPhone 5. Looks like the 6 brings some additional detail and noise performance enhancements.
Maxwell – GM204 incarnation – is darned impressive, from a power, performance, and pricing perspective, all while being stuck on 28nm process, still. Been eying one of those 34″ 21:9 displays. A GTX 970 might go nicely with that!
I was looking forward to the Moto 360, very much, and thought it could replace my analog wristwatch, which recently broke. But, the reviews are in, and battery life looks like a deal breaker, at well under a day.
Even this big, honking model had to be charged twice a day. Most days, after charging it overnight, I had to put it back on its wireless charging cradle by 4 p.m.
How is that, in any way, acceptable for a watch?
When something irrational happens, most try to find a logical reason to explain matters. Sometimes, the reasonable course of action is to simply attribute nonsensical behavior to nonsensical-ness, as Stifel does today on TSLA.
…the reality is, these issues simply do not matter with respect to Tesla’s stock. Tesla sentiment is like a freight train… Tesla has captivated a global audience, some of whom have lost interest in distinguishing horsepower ratings among the dozens of $100k-plus luxury vehicles, others that would have never considered spending six-figures on anything but a house.
Customer sentiment != investor sentiment. When your world is the one of investment, momentum’s physics don’t quite work the way we expect.
In 2013, multiple analytics firms forecasted surging tablet sales to outpace declining PC sales in 2014. But on the back of strong PC earnings, recently, from the likes of HP, Intel and Microsoft and slowing premium tablet sales, things are changing.
The 2Q14 results suggest that the consumer installed base restructuring peaked during 2013. We are seeing a slowdown in premium tablet sales, which have already penetrated a large number of households. PCs are now growing off a smaller installed base of newer devices, with more engaged users. Therefore, we expect to see slow, but consistent, PC growth
Tomorrow at 10am PST! I’m so excited.