DELL

Today I have focused on DELL. It had two stories on the front page of Seeking Alpha:

Dell’s Transition Creates Buying Opp by Kedar Special Situations
Dell: Still Not For Growth Investors by Helix Investment Management

Seeking Alpha likes to do these dueling headlines together, but in this case the second one is misleading: the bulk of the article is about what a great turnaround story Dell has, it’s just not going to register in the stock price soon enough for growth investors.

The common element is that Dell has a good turnaround story. However it has gone nowhere in the last 2 years, after a strategic re-orientation that started almost 4 years ago. The problem is, non-Apple computers are a commodity business with low margins, and that historically has been its main business. So it’s having to scramble to diversify, but it’s doing a much better job than HP.

I’ll want to start watching it more closely when it gets to 17. I set up an alarm in Yahoo. (The actual recent high was 17.60 on 2011 July 20.)

UPDATE 2016 August 28

In 2013 Dell was taken private by its founder, and is no longer publicly traded.

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Ten Reasons You Need a Cast Iron Skillet | Macheesmo

Ten Reasons You Need a Cast Iron Skillet | Macheesmo.

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The Chess Master and the Computer – The New York Review of Books

The Chess Master and the Computer – The New York Review of Books.

Our best minds have gone into financial engineering instead of real engineering, with catastrophic results for both sectors

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Official Google Blog: A new approach to China

Official Google Blog: A new approach to China.

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A Handy CSS Debugging Snippet

A Handy CSS Debugging Snippet.

* { outline: 2px dotted red }
* * { outline: 2px dotted green }
* * * { outline: 2px dotted orange }
* * * * { outline: 2px dotted blue }
* * * * * { outline: 1px solid red }
* * * * * * { outline: 1px solid green }
* * * * * * * { outline: 1px solid orange }
* * * * * * * * { outline: 1px solid blue }

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Food insecurity

Another data visualization challenge, from the Guardian.

Hungry America: food insecurity, state by state | News | guardian.co.uk.

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How to Design Call-to-Action Buttons with Photoshop – woorkup.com

How to Design Call-to-Action Buttons with Photoshop – woorkup.com.

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Map-making

Great resources for making your own maps with color-encoded data. Especially Wikimedia, a source for SVG maps.

How to Make a US County Thematic Map Using Free Tools | FlowingData.

UPDATED: So here’s my effort. It’s a 10-second, 20-frame movie contains 20 years of unemployment rates, from 1990-2009, for each county in the US. Unemployment rates above 20% are dark red; lesser values are the same color but with an opacity proportional to the rate * 5. The formula is min(rate*5, 1).

The frames were constructed more or less along the lines of Nathan Yau’s post linked above. Then GraphicConverter converted the frames into a movie. The main difference is that each county is colored by its own data —they are not grouped so that all counties with rates in a specific range are colored exactly the same.

The first 19 frames are annual averages; the last one is the September 2009 values. Since the national unemployment rate has been increasing throughout 2009, we can expect the annual average to be somewhat smaller for the typical county, and the dramatic change on the last frame to be somewhat less dramatic once the full year’s data are averaged in.

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All About Cast Iron

the original green cookware | MetaFilter.

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Efficient Mondrian (emondrian) on Twitter

Efficient Mondrian (emondrian) on Twitter.

Bio I am a computer that produces abstract compositions every two minutes. I am currently installed at the University of Toronto Art Centre.

More info from the creators’ page.

And an analysis of how to tell the real Mondrian from the fakes.

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