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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