DutchMark’s Activity

Sun Oct 8

NL

Boards Post

DutchMark replied to the Apple board. 7:03 PM

Re: Amazon's Echo strategy is about creep


AAPL went partway with the AppleTV, but they did not finish the deal. The AppleTV could easily be the hub of the house, but the fact that you have to find the bloody remote to use it as a hub completely kills it. If they had added the voice
[more]

Sat Sep 30

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 3:10 PM

Re: Demographics and Interest Rates

inflation-adjusted interest rates have steadily declined in recent decades, and are now negative in most advanced countries.

But hasn’t that always been the case? I don’t think it has ever been positive in my lifetime. The article [more]

NL

Boards Post

DutchMark replied to the Apple board. 3:01 PM

Re: Yeah, this is how I feel

The thing that currently grates me most is the stability of MacBooks. (Pro in my case, but I doubt it matters) I use it at my desk, connected to a monitor. When I close it and unplug it from the power supply, monitor and network, I have about 75% [more]

Sun Sep 24

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 12:41 PM

Re: Invert! Short Selling!

The main problem I see with short-selling that hasn’t been mentioned is the limited upside. It’s always a short-term trading strategy as opposed to long-term investing. Not to mention the unlimited downside of course.

The other problem with [more]

Sun Sep 17

NL

Boards Post

DutchMark replied to the Amazon.com, Inc. board. 9:02 PM

Re: Sale of Whole Foods stock - Question

Correct.

Sat Sep 9

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 12:34 AM

Re: Watson not what it's hyped up to be...

Kelbon is right on. Here's my post from about a year and a half ago
http://boards.fool.com/ibm-is-positioning-watson-as-their-ne...

NL

Boards Post

DutchMark replied to the Amazon.com, Inc. board. 12:17 AM

Re: WMT will use NVDA and AI to dump AWS

I doubt AI is the missing piece for Walmart. There's an itsy bit more to online retail than AI.

Mark

Thu Sep 7

NL

Boards Post

DutchMark posted to the VMware board. 12:01 AM

20-step analysis of VMW

http://marketrealist.com/2017/08/why-vmware-launched-appdefe...

More like 20 paragraphs, but more info compiled together than you find in your average [more]

Thu Aug 24

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 8:50 PM

Re: IBM in the food chain

A big power plant and a host of servers is all it takes to take over the world?

Except that it costs you more than half the world to acquire the other half. If someone controls half the world, we're in trouble [more]

Wed Aug 23

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 1:03 AM

Re: IBM in the food chain

I'm not an expert on block chain technology, but I know a little bit. It's not so much a database as it a way to verify transactions in a distributed environment. The integrity of the data is ensured by requiring the majority of the community [more]

Sat Jul 29

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 8:15 PM

Re: OT: you do you, Amazon

How could prime be worth 200 BB?

If you accept the premise the $100 fee falls to the bottom line, that's $10B annually. For a business growing as fast as Amazon, a multiple of 20 doesn't seem too outlandish. About [more]

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 7:41 PM

Re: OT: you do you, Amazon

I have tried to stay out of this, but the above has sucked me in. I am a Prime subscriber. I only watch videos on Amazon that are free on Prime. I only listen to music on Amazon that is free on Prime. I don’t necessarily behave this way to save [more]

Fri Jul 28

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 11:17 PM

Re: OT: you do you, Amazon

Assuming their core area is retail, they have tried forays into other areas with mixed success.

Seen on my flight with JetBlue, Amazon in-flight entertainment...

Amazon buys Whole Foods, all retailers dive 3-5%. All the [more]

Tue Jul 4

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 10:04 PM

Re: OT: CEO communication via Twitter

And what about those of us who don't follow tweets?

Who does follow tweets?

Journalists, that's who. So we hear about it anyway, through the regular media. There's no need for Twitter for regular people. With [more]

NL

Boards Post

DutchMark replied to the Apple board. 3:50 PM

Re: Kuo predictions

Dropping touch ID rather than moving it to the back or implementing some other half-a´´ed solution is a very Steve-Jobs-like thing to do. I like it.

One of my favorite features, especially for purchases... [more]

Sun Jun 11

NL

Boards Post

DutchMark replied to the Apple board. 10:08 PM

Re: New hardware?

I got a top-line 27" iMac last year and I love it, especially the screen, so I understand your excitement with the new 21.5" display.

Still, that's a pretty minor spec bump for a 5 year lapse.

Mark

Fri Apr 28

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 11:02 PM

Re: Tax reforms

He is supposed to be immune from that due to his own wealth...

Ha! You only need to look at his foundation to see how little he is above enriching himself by any means available. No matter how much money he (claims he) has, [more]

NL

Boards Post

DutchMark replied to the VMware board. 10:51 PM

Re: VMW

Oh boy...

Sat Apr 15

NL

Boards Post

DutchMark replied to the Apple board. 11:24 PM

Re: AAPL

$AAPL has a secret group of biomedical engineers developing sensors to monitor blood sugar levels that didn’t involve piercing the patient’s skin.

How interesting. So does Google...

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Big gold star, 5000 posts Old School Fool
Board Posts 8393
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