DutchMark’s Activity

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...

Thu Mar 9

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 8:01 PM

Re: Who are you? What have you done with Buffett

It is like Buffett’s analogy about everyone standing on tiptoes to see the passing parade. Nobody actually sees any better.

Sure, but the first row has no reason to stand on tiptoes, so the second row should see better at least [more]

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 7:34 PM

Re: Market timers hall of fame

Not sure I consider myself really smart when it comes to investing. I cashed out all my stocks two years ago, except for my 401k and company stock, and put it in a second house. I didn't consider stocks super expensive at the time, but felt it [more]

NL

Boards Post

DutchMark replied to the Apple board. 1:53 PM

Re: Phillip Fisher

Only an extreme optimist will have Apple pass the expanding sales and market criteria. That stage has passed.

Mark

Sat Feb 4

NL

Boards Post

DutchMark replied to the Apple board. 3:07 PM

Re: board shift

I agree with platykurtic, a 2 in 1 device would be a very attractive proposition. A large iPad Pro that can act like a laptop with a wireless keyboard and mouse. Files in iCloud so I can seamlessly transition from working on my iMac at home from [more]

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CAPS Player Rating 73.07
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Score 1014.80
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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 8368
Recs Received 13265
People who have rec'd these posts 2009
Recs to Posts Ratio (last 30 days) N/A
Threads Started 657
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Very First Post A HG: Introduce Yourself post. (1/21/2006)
Percentage of Posts Rec'd 53.57 %
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