Apple Inc, Part 2

Back on November 6, 2012 I wrote about shorting Apple, which at the time was $587 and 13x PE. Today Apple took a post-earning dive to $460. Earnings was good, except there's no more growth. (By the way, the official "reason" for the selloff, ie the numbers having missed street guestimate, is lots of bullshit. Wall Street's guestimate is as clueless as the next guy's, and everyone's just managing everyone's expectation. So don't buy into that.)

Apple's problems:

Tim Cook sounding more and more like a muppet and Steve Ballmer;
The company showed no sign of moving forward. Tim Cook somehow mentioned the iphone 4 on the earnings conference call. for fuck's sake;
The company isn't recognizing the threat of canibalization. It's living in a delusion not unlike the Los Angeles Lakers;
Innovation is now as foreign a term as Follow Others' Lead was to Steve Jobs;
Tim Cook's profit mining style is not helping.

What I care about in Apple is long term growth. Right now, I don't see any. I see a company that's going down the Nokia, RIM, and Mackintosh-era Apple route.

Short Apple. If you already are shorting it, short more. To the ground this goes.

Per App DPI: what it is and why it's so beautiful

Unless you're a serious tech geek and a veteran member of xda-developers.com, you probably have never heard of per app DPI (dots per inch). I'm gonna explain what it is, and why it makes the whole Android experience so beautiful. But before I start, I would like to say that I didn't code any of these, and full credit should be given to the people who did (see the end of thread for links).

So what's per app DPI?

It all started with Android's now famed screen-size / resolution fragmentation. What this means is, there exist a bazillion different Android devices out there and each has a different screen size and resolution, ranging from a small 3.5" phone to a 10.1" full-sized tablet. This seemed like a serious problem at first (which is why all the ifanboys were talking about Android apps being behind as the developers have to take care of all the screen sizes etc etc bs), but eventually all the good apps supported all the different screen sizes. How? By something called MultiDPI. Basically an Android app is coded in a way that within the one app, different user interfaces are displayed depending on the device's screen size and resolution. Per app DPI takes advantage of this.

Basically, per app DPI cheats each app into believing the device it's on has a different resolution. As a result, on a single phone, one can have a phone app that looks exactly like a phone app, and another app that makes the phone look like a shrunk tablet.

Why is this useful?

Per app DPI is useful in many ways. What a user can do by reducing the DPI ranges from simply displaying more onto one screen to enabling a completely different UI. I'll let the pictures do the talking:

The straight forward stuff:

Gmail: here I simply reduced the DPI slightly, thereby displaying more emails on one screen

Google+: Here once again I reduced the DPI to create a larger view area for contents

Slightly more exciting stuff:

Google Calendar: Here, by reducing the DPI and forcing tablet mode, a different interface is obtained. All within the same app, no extra download required.

Youtube: Here, the DPI is once again reduced to force tablet mode. It's a bit hard to see just by the two pictures below, but what so nice is that in the first picture (where Youtube runs under the original phone mode), the full screen version of the video is shown as soon as the phone is rotated to landscape and there's no landscape UI to speak of. In the second picture (where tablet mode is forced), the UI is a lot nicer. (Obviously full screen mode is still available via the button on the lower right corner.)

Flipboard: Flipboard recently released its tablet version and I'm one of the people who really likes it. It's obviously cool to be able to access it on my phone.

The really cool stuff:

IMDb: Here when tablet mode is forced, well, we almost get a totally different IMDb app. And hell it's a much nicer UI. The phone version is a bit all over the place, while the tablet version is just so much nicer to look at and much easier to understand.

Google Maps: Google somehow favors tablet users in their Maps app. The tablet version just makes so much more sense to have the search bar right at the top and a one-click voice search button.

Google Local: This one is just a beauty. In the phone Local app the map completely disappears. In the tablet version, the search results sit on top of the map and the user can easily see where each search result is, tying Local and Maps together.

To wrap it up, per app DPI unleashes the full potential of Android and it's all because Google allows this kind of high level modification into their operating system (while iusers can continue to live in Apple's obsessively closed system).

If you're interested in trying out per app DPI, check out Paranoid Android if you're using a Nexus device here: http://www.paranoid-rom.com/. If you have the Samsung SGS3 like I do, definitely get f0mey's null rom here: http://forum.xda-developers.com/showthread.php?t=2005845. Both the Paranoid team and f0mey have done some amazing works and for null rom, there're a bunch of devs who deserve as much credits, they're listed on the OP of the null thread. By the way, both of these require root, obviously.

Why Communities changed everything for Google+

A month ago, Google+ was a site left untouched, apart from sharing some family photos with family members. Today, I spend 5 times more time on Google+ compared to Facebook. And here's why.

Communities.

Google+ introduced Communities a short while ago, and it changed everything. Before, as a G+ user, I roamed in a white void of nothingness. There was no "friends" to share stuff with, because heck, no one but real geeks paid any attention to G+ after the initial "invite-only" fad. I knew there're people out there, but without an initiative, I had no reason to reach out to any of them. Communities changed all this. I was able to search on topics that interest me, from the uninspiring tech topics such as Android to actual interests such as coffee and primal diet. I was able to post on each communities different threads, and I would be getting constructive responses because the people reading them would have the same interest as me.

Here's an example, I posted a photo of a box of disposable drip coffee on both Facebook and G+'s Coffee community. On Facebook, I got the usual "cool", "what's this?" from friends and maybe friends of friends. On G+, I invoked fellow coffee lovers who provided me with actual useful insights as to how to best use this box of coffee. 

Another example, I joined this Vibram Five Fingers community, which was very new and got all but 6 members. Even with very limited action in this community, I was able to discover an online store that was doing some big discounts on VFFs. 

I think to sum it up, G+ Communities provided a channel for much deeper discussions whereas Facebook comments are either all too shallow or flame wars. 

I spend a lot of time on G+ everyday now that I have joined a good dozen or so communities. I have learned a lot in topics that interests me, and I strongly believe this is a much better use of time than browsing people's pet photos or commenting on their status of how life sucks.

I urge all of you who have given up on Google+ to give it another shot, purely in playing around with Communities. I promise that you'll be pleasantly surprised in how much an addition of one simple feature can help you learn so much more. 

(btw I don't work for Google and I get nothing for promoting their service. But I do get great gratification by knowing more people are taking advantage of this and therefore getting to learn more about stuff that they care to learn about.)