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Comment Re:Lacking a Product Refresh? (Score 2) 328

New features+specs are nice and definitely drive a majority of sales. But don't forget they are forcing obsolescence by having non-upgradeable RAM and SSD in the latest machines. And that's not just requiring signed SSD drivers so you can't pop a cheaper Micron in it, SSD is now a soldered component. For anyone who cares about upgradability, you have to go (less than or equal to) early 2015 to get a machine with both non-soldered RAM and SSD. Those folks are pretty much shut out from purchasing a new machine because they're not the types to pay for the megapriced 16GB+1TB SSD.

So one could argue 128GB fixed SSD and 8GB RAM is one way of forcing obsolescence on the lowest prices Macbook pros (btw not in terms of SSD wear, just purely outgrowing size/memory). Of course this isn't the majority of Macbook buyers and would just be a blip in sales. But any dent in average resale value down the road hurts the overall brand.

Comment Re:Welcome to Trump's America Inc. (Score 1) 166

Nice writeup. Just wanted to mention that an alternative for those without PS hardware is a raw Sling TV subscription. It goes for $20/mo (+$5 for sports) and runs seamlessly on the FireTV as an app. The interface isn't too bad and definitely passes the wife test.

Btw, I also run Kodi sideloaded on the FireTV despite Amazon's attempts to bury it. Its gets used as a media center for displaying my ripped DVD movies from Netflix for watching later. But it's also a great interface to my mythtv box and HDHomerun tuners. So it's not really useful for viewing OTA within the interface (for that just switch to the native TV's tuner), but it serves as a DVR interface to the mythtv backend for broadcast recordings. The mythtv backend shares duty as a NAS so the hardware cost wasn't one-off for just that purpose.

2 cents.

Comment Re:Not exactly a big bet (Score 3, Insightful) 46

What you say is true but no matter the price tag, imo it shows real commitment to the technology. They could have done the same thing with OLED back when Universal Display (the supplier of OLED chemicals) was around $100-200m market cap but didn't. So perhaps this shows that Samsung really is making real progress toward true emissive QLED displays, with QD enhanced LCD as the stepping stone.

Btw, various articles I've seen speculated that emissive QLED TV would be released in the 2019-2020 range but of course every estimate turns out to be way optimistic. However, this purchase does make one think that's it's more than a PR maneuver against the chinese and LG. Unlike OLED where there were so many manufacturing problems along the way, they're hitting the ground running with QD enhanced which will actually be a revenue driver. Then QLED TVs, monitors and general displays being the ultimate displacement of LCD. Jmho.

Comment Re:It'll only get worse (Score 2) 161

That's actually a pretty interesting list. Beyond the obvious ones, I think we tend to forget that the data aggregators like Acxiom are always there, operating in the background to scoop up any information they can to sell. And that a company like Uber would sell your location and any other data related to timing/pickup/dropoffs at the drop of a hat. Whatsapp got exposed recently for privacy violations but guess that falls under the umbrella of Facebook. Then outside of the privacy realm you have pay-for-play schemes like Yelp that should be investigated formally too.

But strictly to the point of privacy, of course the dividing line is what do you voluntarily expose vs. what is exposed involuntarily or against the published TOS. i.e. you get what you deserve by signing up to Pinterest, Facebook, etc. The problem is you would need a cluster of superhuman Al Frankens to get through most TOS's. Not unlike skynet, that's something that should be seriously debated before implementation.

Comment Re:Sketchy (Score 1) 81

Options/Blocks: @BlockTradeAlert, @WallStJesus, @CashRocket, @OpenOutcrier, @SpeedyCalls
T/A: @WrigleyTom, @OptionsHawk for example
Some pro biotech/pharma guys who actually know what they're talking about: @DewDiligence, @Ogut_Ozgur, @Biomaven, @BioDueDiligence, @DavidBautz, @zbiotech, @AF_biotech/@CNS_Investing. Too many to list, check the overlap of who they follow for more.


Comment Re:Sketchy (Score 3, Informative) 81

That's true and most likely what Muddy Waters did. Further, biotech traders especially are notorious for watching option flow because blowups are more common than positive outcome trials. And leaks are almost expected these days no matter how the trades are structured to hide inside info.

But in this particular case it's almost definitely what you described, basically front-running their research just like Citron, Streetsweeper and others do. As a matter of fact, here's a screen shot showing a decent size put position being put on $STJ a few days ago (probably not just Muddy Waters but other cohorts too):

It's actually one of the few ways the little guy can bank based on "inside info" just by keeping an eye out for activity like this. I personally follow about 5 users who exclusively tweet blocks and unusual option activity, it pays off about 60% of the time (not just puts, calls too). Some opening positions really are most definitely based on the illegal-type inside info, the rest are front-running research like described above.

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