mrcapers

Hmm, maybe you just never debated anyone who was good at topicality :)

MSFT and AAPL both benefit from immense network effects, which translate into high LTVs (Windows/Office platform, iOS ecosystem). The presence of a strong network effect can often be a strong driver of virality, if not a prerequisite for viral acquisition for a lot of businesses because the incentive to share is directly correlated with the value delivered to the user/customer.

I feel his reviews are generally worth waiting for as they are more comprehensive and insightful than comparable gadget/electronic blogs.

exactly. the biggest issue is the suspicion of FB giving more material, informational color on rev. growth to the analyst(s) than to the public.

Introductory. I don't have a particularly formal background in discrete math or ML, but I was able to absorb most of the content.

Some businesses downright abuse this and make it damn hard to cancel. One that immediately comes to mind is Boingo.

+1 this. remember doing this when i was 12 or 13 in late 90s/early 00s. /. made it exciting to be a geek.

i'm inclined to believe that the probability of jobs resigning, especially after his medical leave in january, was already priced into the stock.

this would imply the market prices steve's value to the company > the 5% drop we saw after hours, since the 5% drop should reflect the incremental change of P(x) = 1. i'm not saying the stock won't take a huge hit tomorrow, but my bet is that it recovers in the near-to-medium term.

i am also not saying that the market is right - i wholeheartedly believe the company and its management can execute on steve's vision and has been for some time without daily guidance.

could anyone recommend some reading on theory and implementation of sorting networks?