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Monthly Archives: August 2020

The Microsoft Surface Duo

I have been reading a lot of bad reviews about Microsoft’s new dual screen device called the Surface Duo. What I find most surprising is most the bad reviews center around the lack of purpose for a dual screen device. The Windows Blog provides a pretty good overview of the device.

Surface Duo

It seems to me there would be demand for a dual screen device – no so much for single app use, but for business multitasking. It seems to me the logical use case is to have one side of the phone for apps consuming media, the other side for apps where your create media. So if I was to get one, I would likely keep my email and messaging app on one side, and my web browser and reading apps on the other. Other use cases Microsoft shows that essentially using the device as a doublewide screen are less compelling to me, as even a double wide screen is probably too small to do any real work. But for a productivity tool, I think this form factor will catch on.

Besides the consternation regarding how to use the device, the bad reviews have focused around the low specs on this device. On this point I agree – for a list price of $1,400, I would want a more high end device.

The low end specifications for such a high priced device will put this product at a disadvantage, and it may not succeed. But I don’t necessarily think Microsoft was planning on a huge success in this round. This is an experiment and I think they are looking to see what users and app developers do with this form factor. Again, at $1400 this device isn’t for me, but I give Microsoft credit for putting it out there.

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August 19, 2020 Dan Leave a comment

Rocky Brands Update



I just published a new article on Seeking Alpha covering Rocky Brands:

https://seekingalpha.com/article/4367000-rocky-brands-online-strategy-provides-profitability-through-pandemic

Rocky Brands is an interesting story – one would think they would be hit pretty hard during the pandemic. They were expected to lose $0.16 a share in Q2, instead they reported a $0.33 gain on unexpected demand.

An interesting conservative buy at these levels and in this environment.

August 10, 2020 Dan Leave a comment

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