Wednesday, December 19, 2012

it's the kind of stock youlove to hate because because it's expensive. the only thing they don't have an edge on is fundamentals. it doesn't matter. facebook. it's a storytelling stock, expensive gets more expensiveuntil they report a badfundamental

other things, on instagram. later in this blog, he talked about what does aing on instagram look like? they envision a world users and companies can promote their photos and instagram streams, kind of like twitter. it struck me as something akin to the twitter model, photos, if you want to pmote your instagram feed, you can buy that, buy better placement or pay money to promote your photos. we'll see what they end up doing with that. it seems as of this blog they get people are concerned and need to watch their step. thankfor that. keith, quickly, you like facebook despite this. the stock doesn't care. it was up 3% today despite all it's the kind of stock you love to hate because because it's expensive. the only thing they don't have an edge on is fundamentals. it doesn't matter. facebook. it's a storytelling stock, expensive gets more expensive until they report a bad fundamental. last december, the rumor mill was going on for a launch date for stand alone apple tv. what tech surprises will we see in 2013? let's ask dan ackerman, the senior editor for cnet. you have four surprises and the first starts in the tablet arena. we found in the latter half of this yeae started to warm up to less expensive tablets. you guys have your ipads here and 5, 6, $700. everybody loves google nexus 7, $199. does a lot of the same things and reminds me a couple years ago people buying cheap $300 netbooks, not great computers but for a lot of people what they needed right then. you can see a lot of people going i can buy a $200 tablet. the netbook craze lasted five minutes. you know what, they sold a lot of those netbooks in five minutes. i have seen maybe five laptops that had touchscreens on them. since november, i've probably seen 10. with windows, it needs windows 8 to work, everybody, handicap and all these companies are taking their regular laptops and slapping touchscreens on them. it's kind of organic, once you get used to it, i will flick up here and use the keyboard and use the touchpad. the nice part is it's not really raising the cost a lot. i have seen them about $500, a regular laptop with a touchscreen. if they get into everything outside of super budget laptops next year, it will be a standard feature you expect. you also said the product category lines will be blurred next year? that's her to thing with windows 8. people don't know what to do with it it's so unusual. some people may have a laptop with a touchscreen. that sounds positive for microsoft. where they wanted to be. they wanted to be on every product. at the same time, there's been a lot of pushback and people not used to the tile interface. it doesn't matter. when you buy a new computer, it will have it on it. people aren't rushing to upgrade but when you get a new screen and with the laptops with touchscreens and experimenting on hybrids where it pops off or swivels around and giant slider ones. she's taking you down a primrose path. i won't go there. i'm glad. i will get to the fourth tech surprise. hello. that's entirely true. people next year will try all these deficit things. some will live and some won't. a lot of them are just gimmicky and don't really work. 3d printing. that has taken off a lot more than i expected. i thought it was reared only geeky guys will be into. there's already pop-up stores in new york can download it online and they will print you a lens cap and you can make specific things. the kits to make these things are maybe a couple hundred bucks next year. not everyone will have one in their house. of course, everyone will have a 3d printer. it's totally normal. you could be printing out your dungeons and dragons. yeah. it's crazy. thank you. you mentioned microsoft. a lot of people like it because it's a dividend. it's cheap but it doesn't really go far. i like microsoft because i think their relevance back into a touchscreen is what they always wanted and is why am is under pressure. to indistinguish the hardware, i know am is not a hardware company, the iphone is something they are buying as a hardware they think is better than samsung or hp. this is the reason why apple is stuck here or lower.

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