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Andreas Hopf

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  • Tesla's Non-GAAP Fairy Tale [View article]
    Teslarites don't have to worry about finance. All they have to do is to believe and worship at the Church of EM. Elon Musk, the contemporary rocketeer, has taken over as Chief Executive Wonder Boy from the late Steve Jobs.

    If only every SA article would be as thorough and healthily harsh as this one...
    Aug 9 11:48 AM | 64 Likes Like |Link to Comment
  • AMD's Kaveri Looks Like A Dud [View article]
    I was afraid of that to happen. By tomorrow evening, AMD will be history, quite possibly three minutes earlier.

    And, yes, I admit: I am guilty, o Ashraf, having fallen for the AMD hype, too. I did not buy Intel, like I should have, as the scriptures demand. Instead, as so many retail investors, I walked the wrong path, into darkness. Confusion clouded my mind, tortured by 11 years of no enlightenment by Intel. But, I will repent, one day, by doing good with the profits I made with this forbidden fruit.
    Jan 5 03:41 PM | 54 Likes Like |Link to Comment
  • Apple: A Reversal Of Fortune Seems Inevitable [View article]
    "There are three keys to long term success in maturing markets. Market share, market share and market share. This axiom is as old as the study of economics."

    There are three keys to long term success in maturing markets. Sales figures, pricing power and innovation. See Audi, BMW and Mercedes. See Alpes, Gaggenau and Siemens.

    The author, from Canada and a yesteryear technology advocate, bemoans the irrelevance and shareholder value destruction embodied by perennial loss-maker BlackBerry. The attempt to negate the inevitable, the break-up sale, by short selling the most successful contender from south of the border, is nothing but a vainglorious display of kamikaze investing.
    Aug 9 06:55 AM | 31 Likes Like |Link to Comment
  • For Nokia, Stephen Elop Is A Flop [View article]
    "I am a Mac. I am a PC.

    Apple's timeless Get a Mac advertising campaign, which aired between 2006 and 2009, still defines the consumer electronics and technology market. These series of advertisements personify the Apple Corporation as a chic, yet eager-to-please and helpful hipster. Alternatively, Microsoft is juxtaposed against Apple, as an office park relic in a tweed suit - who demands help simply to stay out of his own way. Apple is art, while Microsoft is staid functionality."

    I am Kofi Bofah from ONYX Investments. I copy and paste from my SA articles.

    : )
    Jul 22 04:25 AM | 28 Likes Like |Link to Comment
  • Why Apple Acquiring Tesla Makes Sense [View article]
    This article should definitely not have gone past the editors. Terrible.
    Jul 3 09:48 AM | 27 Likes Like |Link to Comment
  • Time To Buy Nokia? I Recommend Sticking To BlackBerry [View article]
    "Many expect that diehard BlackBerry fans have been holding off purchase..."

    If your thesis is that 1. Blackberry fans were not in the market for a new device over the last year and 2. are eager to now shop for a Z10 or Q10 device but not Lumia - how can potential customers not very inclined to purchase Nokia devices anyway have a negative effect on Nokia's sales from now on? Your argumentation is flawed.
    Mar 31 09:08 AM | 27 Likes Like |Link to Comment
  • Was Apple Spooked By The BlackBerry Passport? [View article]
    Today, Kantar Worldpanel ComTech stopped reporting BlackBerry market share.

    With such a device - without ecosystem, goofy product design and bad keyboard ergonomics - BlackBerry is well en route to accelerate its demise. The "innovative" form factor means, for example: Watching vines and videos with big black bars on top and bottom. The author must be kidding to see any value in this.

    Surely, BlackBerry longs will now lecture us that BlackBerry is no longer a device company, while cheering the article claiming that such a dead-at-birth device will save the business while scaring competitors, the latter being one of the most outlandish claims made pro BlackBerry yet.
    Jul 31 03:03 PM | 26 Likes Like |Link to Comment
  • Will Nokia's New Lumia Phones Live Up To Investor Hopes And Hype? [View article]
    Dear SAIBUS,

    like Kofi Bofah, ONYX or Stock Croc, your investment comedy articles have been dearly missed on SA, while we were busy making good profits off of NOK, RIM and HPQ. Will you put on a special show for Christmas Eve?

    Welcome back!
    Dec 19 02:12 AM | 25 Likes Like |Link to Comment
  • Windows Phone Continues To Establish Itself [View article]
    One can tell that you have worked in consumer electronics design and branding for decades to arrive at such insightful and, moreover, device specific comment. Kudos!
    Nov 6 03:46 AM | 24 Likes Like |Link to Comment
  • Advanced Micro Devices Strikes Back [View article]
    Let's not forget the other negatives about AMD's latest graphics card offering: Wrong colour scheme. Bad logo print. Far too heavy. Not pocketable. No fingerprint sensor. Cooling fan sound one octave too high. No LED illumination...
    Oct 24 05:11 AM | 24 Likes Like |Link to Comment
  • A Microsoft Buyout Is Nokia's Only Chance For Survival [View article]
    This article is a piece of opinion, just like everyones' comments on SA. You may like it or not, that is your prerogative.

    I do not see why Microsoft would want to produce their own WP8 devices. Microsoft produced the Surface RT/Pro, because they needed a touch-based hardware demonstrator coincident with the launch of W8, to set a basic standard, test the waters, entice other players to join the segment and to raise public awareness. I doubt Microsoft entered the tablet space to generate profit.

    From that perspective, with Nokia doing all the work for them in the smartphone space, why would Microsoft - with zero expertise in smartphone design, smartphone production handling and associated supply and distribution logistics - defocus themselves from their ongoing W8, cloud, server and home entertainment efforts? After all, what would be the monetisation benefit of competing with their partner Nokia?
    Jun 21 10:01 AM | 24 Likes Like |Link to Comment
  • Short Tesla: Intrinsic Value Of $36 Per Share, Is The Bubble Now Deflating? [View article]
    Tesla was a gambler's stock. Those who placed their chips early made a tidy profit. Those cheered into placing their chips late will squander their savings.

    Pseudo-sustainable greenwashing products for the privileged and subsidised have made for good storytelling, Elon Musk having replaced Steve Jobs as the new icon of disruption.

    In the meantime, I am looking for the many photo opportunities coming this winter, posting shots of Teslas and their near-frozen passengers, stranded with depleted battery half way between Oslo and Bergen or in the Swiss mountains. It'll be fun.
    Nov 6 02:51 AM | 23 Likes Like |Link to Comment
  • Tesla: Be Ready For A Massive Crash [View article]
    Once BMW, Audi, Renault-Nissan, GM, Toyota, et al. will come out with good looking mid-range and luxury-range EVs, TSLA will have had its day.

    Until then, the modern day rocketeer and star-child Elon Musk will act as canvas on which manifold dreams can be projected, just as was the case with the late Steve Jobs.
    Aug 12 10:12 AM | 21 Likes Like |Link to Comment
  • Tesla: The One Major Item That Concerns Me [View article]
    TSLA is a MOMO-stock, pumped by analysts. A non-profitable hobby horse for its pep-talk CEO.

    As long as market crash fears have not culminated in a proper decline, this vehicle can be pumped higher and higher on hype and belief only.
    Aug 12 03:35 AM | 20 Likes Like |Link to Comment
  • Will Nokia Phones Make A Comeback In 2015? [View article]
    From my easygoing deckchair CEO perspective, Microsoft should have done this: Keep Nokia as a wholly owned subsidiary or provide financing to keep it afloat, in order to capitalise on Nokia's still intact international brand pull (Asia, Europe, Africa, South America, Middle America). See recent Kantar, ComScore or Nielsen figures.

    After all, this is how automotive giants such as VW or BMW or consumer products giants such as Electrolux or SEB run their brand empires, knowing that consumer brand attachment is paramount and brand personality damage should be avoided.

    Microsoft, once again, acts as uptight control-freak that does not realise that brand management often requires running things on a long elastic leash, rather than under a tight fitting harness.
    Sep 7 04:32 AM | 20 Likes Like |Link to Comment