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Andreas Hopf

 
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  • An Asset-Based Valuation Of BlackBerry [View article]
    Nobody in Germany has bought 20k devices. Pure rumour mongering, from as far back as February, during the last pump & dump fest.
    Aug 16 09:15 PM | 3 Likes Like |Link to Comment
  • Yahoo! China According To Susan Decker [View article]
    A valiantly brief account of intriguing corporate history, but what are those of us invested in Yahoo! to learn from it going forward from the current situation?
    Aug 16 06:46 PM | 4 Likes Like |Link to Comment
  • Why Tesla Is Poised To Leave Its Competition In The Dust [View article]
    Tesla's cars are a clever way for affluent greenwashers to strip taxpayers of their hard earned cash.

    Luckily, Germany decided this weekend against perks for EVs such as public transport lane access and other elitist dysfunctionalities.
    Aug 16 04:45 PM | 1 Like Like |Link to Comment
  • An Asset-Based Valuation Of BlackBerry [View article]
    BlackBerry, the world leader in tax benefit collection, has hardly any assets left to sell or employees left to lay off.

    The lean machine exposed itself as decrepit patient on the death bed.
    Aug 16 04:38 PM | 3 Likes Like |Link to Comment
  • Why Tesla Is Poised To Leave Its Competition In The Dust [View article]
    Tesla, the perennial loss-maker of luxury toys, paid for in part by the common taxpayer, won't save the world. Some figures to remember:

    From the 2012 U.S. Electric Power Annual:

    Coal 36.97%
    Gas 30.23%
    Nuclear 18.79%
    Hydro 6.75%
    Geothermal/Wind/Bio Gas/Solar 5.33%
    Petrol 0.57%
    Misc. 0.34%
    Storage -0.12%

    From the U.S. Bureau of Transportation Statistics:

    There are currently 254.212.610 cars and 7.929.724 motorcycles registered. On top of that, we have millions of delivery vehicles, municipal vehicles (medical, police, military), trucks and construction vehicles.

    Enjoy Tesla's most recent shareholder value destruction chart http://bit.ly/1pPK8wH
    Aug 16 04:18 PM | 1 Like Like |Link to Comment
  • Lenovo Doing Fine On Its Own [View article]
    The dragon smiles while feasting on us all. At least, one can profit from it.
    Aug 16 04:11 PM | 4 Likes Like |Link to Comment
  • Why Tesla Is Poised To Leave Its Competition In The Dust [View article]
    It really works like a pyramid scheme; once the reservoir of purchasers has been exhausted, a new sales territory has to be readied. Once covered, that'll be it.
    Aug 16 02:32 PM | 1 Like Like |Link to Comment
  • Why Tesla Is Poised To Leave Its Competition In The Dust [View article]
    Once ever greenwasher, hockey dad and silicon valley nerdster living on juicy share options has bought theirs, that'll be it. It is truly amazing how MOMO-stock can be pumped on religious beliefs only; in that sense, Tesla is just another HLF, PLUG or NQ, but with a better versed snake-oil salesman at the helm, pursuing his various loss-making hobbies.
    Aug 16 02:28 PM | Likes Like |Link to Comment
  • Lenovo Doing Fine On Its Own [View article]
    I accumulated Lenovo for about one year and agree that this is not the time to add.
    Aug 16 02:14 PM | 3 Likes Like |Link to Comment
  • An Asset-Based Valuation Of BlackBerry [View article]
    "Latest polls from Kantar show BBRY market share is increasing."

    In a parallel universe? See the recent charts http://imgur.com/uwkR1tu and realise that BlackBerry market share is converging to zero (IDC 0.5% global share), which is why Kantar omits the BlackBerry OS figure from the PDF/Word report sent out to clients and press as of 1st July.
    Aug 16 06:47 AM | 3 Likes Like |Link to Comment
  • An Asset-Based Valuation Of BlackBerry [View article]
    At the height of the last "John Chen Intermezzo Bubble", SA article writers were scrambling to out-write themselves with "QNX/IoT will be huge" articles, claiming it will send the stock price to unseen heights.

    If this were to be true, in the future as opined by many, developers would have already picked up QNX developer licenses and tools by the thousands in order to push those miraculous IoT solutions into the market in years to come. Instead, QNX licensing obviously fell to new lows, hence the decline to 7% from which QNX is not even broken out.
    Aug 16 06:40 AM | 3 Likes Like |Link to Comment
  • An Asset-Based Valuation Of BlackBerry [View article]
    Remember that many yesteryear IT people and engineers on the verge of retirement probably like to watch videos in letterbox fashion, stunningly hefty black bars on top and bottom, akin to the cherished 4:3 aspect ratio CRT TVs of old.
    Aug 15 08:48 PM | 3 Likes Like |Link to Comment
  • An Asset-Based Valuation Of BlackBerry [View article]
    "Can you please share a reference of where you see this deal was just a stock swap?"

    No stock swap can have taken place, because Secusmart is a GmbH; a limited company. Equating the deal with "stock swaps" as they take between public companies is testament to the ever recurring aggrandisement BlackBerry pundits prefer to engage in.

    To put things further into perspective, Secusmart has since inception in 2007 only ever sold 2.500 voice-encryption handsets (micro-SD card), according to Secusmart's director Hans-Christoph Quelle.
    Aug 15 08:37 PM | 6 Likes Like |Link to Comment
  • An Asset-Based Valuation Of BlackBerry [View article]
    "Actually, majority of revenue will come from software and services, not handsets!"

    Last quarter, software revenue contribution had collapsed to a marginal 7%, because QNX licensing, etc. hardly bring in cash. That is also why neither Thorsten Heins nor John Chen ever broke out the figures that would expose the "internet of nothing" strategy in its glaring futility.

    One day, pundits assure us of the Z3 and Passport being important cash contributors. Another day, pundits assure us that devices no longer matter. So, what is it?
    Aug 15 08:22 PM | 4 Likes Like |Link to Comment
  • Tesla And The Coming Automotive App Economy [View article]
    Q: Where does the electricity necessary for home-chargers come from?
    A: From the national and regional grid.

    Generated how? See above.

    So far, Tesla's vehicles have not saved an amount of fuel even worth mentioning. Whether Tesla's blog post relates to a 5 or 2 year time frame, it means the equivalent of 160 or 400 cars. According to the U.S. Bureau of Transportation Statistics, there are currently 254.212.610 cars and 7.929.724 motorcycles registered. On top of that, we have delivery vehicles, municipal vehicles (medical, police, military), trucks and construction vehicles.

    Go figure.
    Aug 15 12:34 PM | Likes Like |Link to Comment
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