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Andreas Hopf

 
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  • ExOne: You Were Warned [View article]
    As long as science-fiction/MOMO-s... (DDD, SSYS, XONE and the like) attract new investors, although valuations have come down substantially this year, current levels can be sustained, until the correction/crash pulls them down to their fair value.

    Of the 27 stocks currently pumped by certain bloggers, although some of the businesses are only marginally connected to the additive fabrication sector, I would think that eventually Arcam AB and Stratasys will become good buys, once sufficiently collapsed. Until then, one could well continue buying puts on several tickers of the sector.
    Aug 14 05:22 PM | 1 Like Like |Link to Comment
  • The Short Case For GoPro [View article]
    Go Pro = go broke. A one-hit wonder. Like ZNGA and KING and ANGI.
    Aug 14 02:53 PM | Likes Like |Link to Comment
  • GoPro spikes after JPMorgan reports on new content efforts [View news story]
    Go Pro = go broke. A one-hit wonder. Like ZNGA and KING.
    Aug 14 02:46 PM | Likes Like |Link to Comment
  • Tesla And The Coming Automotive App Economy [View article]
    Nice shareholder value destruction chart, by the way http://bit.ly/1pPK8wH
    Aug 14 02:39 PM | 1 Like Like |Link to Comment
  • BlackBerry And Its Declining Short Interest [View article]
    He's Thorsten Heins in disguise. BlackBerry equally does not break out how little of the ever declining 7% software revenue was incurred by QNX, hyped to be the big money-maker for the company.

    The above article is built on the same premise as the business it addresses: Positive "announcements" (nothing concrete as usual) and "recent/upcoming" launches (while sales are dwindling) that already falter http://imgur.com/KSxokRA

    Every quarter since Lazarids and Balsillie left, the RiM/BlackBerry cheerleaders & backslappers claim: Soon, the company will generate shareholder value. Only that it never does.
    Aug 14 12:22 PM | 2 Likes Like |Link to Comment
  • Tesla And The Coming Automotive App Economy [View article]
    Shows you, apart from the solar myth, how silly Tesla's claims are, in terms of power generated and greenwashing attempts:

    24.7m miles = 40m kilometres. And "to date" meaning what? How many years? Let's assume 5 years. In 5 years, I drive, as a typical long-distance commuter, 250k kilometres. That makes 160 cars/drivers like me, who have not used gasoline - but predominantly oil, gas and nuclear power, having powered their private and public chargers, because the majority does not enjoy the luxury of owning a large and costly solar panel installation powering not only their home but their EV also.

    A measly 160 cars equvalent. This is less than nothing. There are over a hundred cars in my hometown street alone. Think about it.
    Aug 14 11:59 AM | 2 Likes Like |Link to Comment
  • Tesla And The Coming Automotive App Economy [View article]
    Sorry, steering wheel controls are an old hat http://bit.ly/1pPxn52 or http://bit.ly/1pPxn56

    Wheels, rollers, sliders, toggle-switches, buttons, toggle-buttons, capacitative pads, capacitative buttons, non-lit, back-lit, LED-lit, etc. have all been introduced one after the other since the late 80s.

    Tesla's MMI concept and UI ergonomics are not better or worse; hence they won't be a stock catalyst and neither will be "special" apps.
    Aug 14 11:15 AM | Likes Like |Link to Comment
  • Update: Alcatel-Lucent Earnings [View article]
    Remember what I mentioned in spring - operator CAPEX down after exuberant forecasts in 2013. IP transport (routers, etc.) CAPEX down... just like what ALU reported recently on its IP transport, that was down similarly, as was Ericsson's switchgear. Global data throughput will increase further, but operators are not yet willing to expand build-out, finding data traffic congestion acceptable for now. Hence, the TEV bonanza, touted by various analysts in 2013, will not materialise so soon.

    -

    John Chambers has offered cautious remarks about service provider and emerging markets demand. Carrier sales are expected to be weak for the next several quarters, and Cisco isn't expecting a major near-term recovery in emerging markets demand.

    Total product orders only rose 1% Y/Y in FQ4. Americas orders +2%, EMEA +2%, Asia-Pac -7%. Enterprise orders +9%, SMBs +8%, public sector flat, service provider -11%.

    Weak points: Routing revenue -7% Y/Y, switching -4%, service provider video -10%, collaboration -4%.
    Aug 14 09:38 AM | 1 Like Like |Link to Comment
  • Tesla And The Coming Automotive App Economy [View article]
    "Services" will offer hacks, like they offer to boost or change your engine charactaristics with "replacement" EPROMs. Internet for "Chip tuning" and take your pick. Certain people will always tinker with their cars, and where in the past this meant tinkering with hardware, they will tinker with software.

    Of course, the majority is law-abiding and safety-oriented and would never think of invalidating warranty or their personal liability insurance...
    Aug 14 08:00 AM | 1 Like Like |Link to Comment
  • Tesla And The Coming Automotive App Economy [View article]
    Most car owners that own cars with full entertainment packages I know have their local tinkerer disabling the safety functions. As dangerous as that is.

    As for steering wheel and voice controls, they're an old hat in better Japanese and European cars. Nothing new here.
    Aug 14 07:40 AM | 1 Like Like |Link to Comment
  • Tesla And The Coming Automotive App Economy [View article]
    Most car owners that own cars with full entertainment packages I know have their local tinkerer disabling the safety functions. Ridiculously dangerous as that is.

    As for steering wheel and voice controls, they're an old hat on better Japanese and European cars. Nothing new here.
    Aug 14 07:39 AM | 1 Like Like |Link to Comment
  • Tesla And The Coming Automotive App Economy [View article]
    Visit Europe. Rent yourself an Audi Q7. Hook up your LTE-enabled mobile phone. Watch a movie in the front row. Play console games in the back row. Easy.
    Aug 14 07:36 AM | 1 Like Like |Link to Comment
  • Tesla And The Coming Automotive App Economy [View article]
    I'm not talking about demos. Rent yourself the latest Audi A5 and experience driver assistance systems, navigation and entertainment solutions yourself. No delays. No freezes. Easy.

    Alternatively, rent yourself a higher-end VW, a BMW or Mercedes. I think you ain't seen nothin' yet.

    Apple and Google are important in this space, because through their partnerships with European and Asian automotive OEMs, they can port key aspects of their OS experience into cars and soon trucks and delivery vans.
    Aug 14 07:30 AM | 2 Likes Like |Link to Comment
  • Tesla And The Coming Automotive App Economy [View article]
    The author should better attend proper motor shows (Frankfurt, Detroit, Tokyo, Geneva) when wanting to see state of the art of in-car entertainment, navigation, assistance services, whether developed by the big global automotive players or their suppliers.

    Audi, Mercedes or Toyota are already readying data-centres that can monitor all vehicle sensors and driver assistance parameters and provide on-the-fly entertainment enhancements; combined with Apple's and Google's efforts, cars, trucks, buses and delivery vans will soon become mobile phones on wheels, so to speak.

    I don't see where Tesla has a unique advantage, especially since the volume of their rolling stock is smaller than minuscule.
    Aug 14 06:17 AM | 1 Like Like |Link to Comment
  • Electrolux May Have A Place In Your Retirement Income Portfolio [View article]
    Electrolux could eventually buy GE's white goods business. It also has one of the best consumer/professional brand portfolios in that field: AEG, Chef, Electrolux, Frigidaire, Huskvarna, Juno, Kelvinator, Molteni, Rex, Zanussi, ... see also http://bit.ly/1owCTvp

    The question is, if Electrolux, with its aforementioned brand portfolio, can eventually withstand the Chinese and Korean onslaught.

    The biggest growth in white goods and home appliances is no longer in Europe and the U.S., where business is about replacement purchases. Growth can come from developing countries and in Asia, South America and Eastern Europe. However, in those regions, cost consciousness prevails.
    Aug 14 06:05 AM | 1 Like Like |Link to Comment
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