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Particle Debris

Particle Debris (week ending 1/22) It’s a fever…

TMO Talk (4)

Early in the week, Henry Blodget with Silicon Alley Insider interviewed Gene Munster, Senior Research Analyst with Piper Jaffray. Mr. Munster is one of the few analysts who covers Apple who seems unashamed to lay out Apple's strengths, especially compared to other high tech companies. Mr. Munster is a good speaker who, with a clear head and a refreshing honesty, tells it like it is for Apple. If you haven't seen Mr. Munster on video, it's worth a look.

The Boy Genius Report had some interesting info to share on the iPhone OS 4.0, including a screen shot. The article list the five big changes expected for this update.

We covered this as regular news on Tuesday, but for those who missed, I'll give it another shout out. Michael Robertson, the founder of MP3.com, is a twelve year veteran of the music business. He shared his thoughts on Apple's cloud strategy and why the acquisition of Lala will be critical. A good read.

This next article is from way back in September, 2009. And we covered it a TMO at the time. However, a little birdy mentioned to me that this is a technology that shouldn't be forgotten about: the Light Peak High-speed Optical Interface. You may want to read up again on this technology just to remain current. One never knows....

When Apple announces its tablet computer next week, many will find it irresistible to compare it to the classic Apple video, the "Knowledge Navigator." There's hardly an Apple fan on the planet who hasn't seen this video, but on the off chance you haven't seen it lately, it might be fun to brush up on what Apple was thinking about twenty years ago and contrast it to modern ideas. Here's the YouTube link.

I have written, from time to time, about my dissatisfaction with current e-mail clients. I keep hoping for Thunderbird to become the quintessential alternative to Apple's Mail.app, but the cross platform roots of Thunderbird keep it from becoming the ultimate, Cocoa, mail app. So I continue on with the Mail.app.

I am not the only one who is unhappy with my choices, and in this CNET article, Matt Asay catalogs all the open-source community efforts for e-mail alternatives.

Finally, late in the week, I came across this Computerworld story about how a Google engineer discovered a 17 year old bug in all the 32-bit versions of Windows, going back to Windows NT. The flaw could be used to hijack a PC, but has now been patched by Microsoft. Glad you got on that so fast, Microsoft.  Thanks.

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4 Observer Comments

Hi John,

There is no link to the Computerworld story in the last paragraph.

   Actions Lee Dronick said on January 22nd, 2010 at 5:46 PM (Edited: 10/18/2011 6:20 PM):

Bummer that I can’t view the video on my iPhone.

   Actions John Martellaro said on January 22nd, 2010 at 5:49 PM (Edited: 07/29/2011 1:39 PM):

I added the link to the Computerworld story.

Let’s not forget that Munster hasn’t been all that accurate in the past. His record is little better than average for professional “analysts” who cover AAPL. Two amateurs—Andy Zacky of Bullish Cross and Deagol (username) of TMO’s own Apple Finance Board—have pretty consistently been more accurate than the professional analysts.

Being a good speaker isn’t a substitute for astute analysis and clear thinking. You’d probably be as well advised to throw darts at a chart as to consult most “professional analysts”—or just lurk on the AFB.

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