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Farhad, you say "half" of HBO's fee is going to cable companies. How much of that half is going directly to its parent, Time Warner (cable)? That ought to figure in your calculation.  Also, why would you (or anyone) ever buy streaming HBO? At that point, wouldn't you just buy/rent Game of Thrones, for example? Or Mad Men? Seems to me your plan for the future of HBO would ultimately lead to its demise. I mean, you don't actually want streaming HBO, right? Does anyone? What we want are specific programs and we want these available at whatever times (and locations) we wish. 

2 years, 3 months ago on HBO’s Future is in Standalone Streaming, It Just Doesn’t Know It Yet

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How far down linkbait drags even good writers, like Manjoo.

First, Lacy *repeatedly* tells us she will not watch that really really awful Silicon Valley show by Zuckerberg's sister. You know, the one that doesnt exist yet.

Now Manjoo tells us why a movie that has not gone into production will be a "disaster".

For my next post:

Why the next 12 articles by Lacy and the next three Slate essays by Manjoo will suck big hairy donkey balls. 

2 years, 3 months ago on Can You Handle the Truth? Aaron Sorkin’s Steve Jobs Movie is Going to be a Disaster

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All Comscore numbers I've seen are US-centric, not "global". I assume these latest are as well. 

2 years, 4 months ago on Android at 51% Marketshare, iPhone at 31%

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I think you make a huge error in your entire piece, Hamish. 

You write: 

"Facebook’s model is instead dependent on collecting as much data about us as possible, keeping it locked inside the garden, along with all our networks, and then using that incredible Web or personal information to let brands zap us directly in the brains with their micro-targeted messages, which fool us into believing that Diet Coke is the nectar of the gods."

Okay, let's think that through.

Right now, just like everyone else in Silicon Valley, except Apple, Facebook earns $0 on mobile. But without control of their own OS/hardware, what awaits them? Both iOS and Android, the dominant platforms, will control search, will have their own ad platforms, will release only limited amounts of user/location data to app developers -- which is what Facebook is to them. The owners of the platform can limit access to the camera and camera related data (time, place, persons, etc.). They can offer private payments services and NFC hardware and functions and not allow Facebook (or anyone else) have access to all that. They can ban any Facebook payments offerings, limit what users can download using Facebook, limit Facebook chat/videochat. 

Facebook's very own business model is extremely limited without access to all the data, functions and hardware that iPhone and Android control. I cant think of a better reason to offer their own device. 

 

My post from earlier this week:   

http://brianshall.com/content/what-facebook-and-microsoft-and-death-nokia 

2 years, 4 months ago on Does Anyone Else Round Here Think a Facebook Phone is a Stupid Idea?

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Why are you ethically barred from owning $AAPL?

Also, while I agree with you re Apple's fundamentals and the scope of the market, I think that if you're going to talk about owning $AAPL you should acknowledge some of the (legitimate) concerns that technical analysts have with the stock which may, in fact, make now the right time to sell. 

2 years, 4 months ago on Everybody Chill Out: Apple is a Long-Term Goldmine

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Please tell me their football team are the Fighting Alberts. 

2 years, 5 months ago on Scientists Build Working Quantum Network | PandoDaily

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