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Benedict Tubuo (Beevest)  

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  • Tesla: At The Tipping Point, Keep Your Eyes On The Big Picture [View article]
    tftf - Why should Tesla try to overtake Nissan/Renault? They are running different races. Nissan/Renault want market share and scale while Tesla wants to be a technology leader. Nissan/Renault doing well is a good thing for Tesla because it creates the competitive dynamic they need to do well in this space with their technologies. More BEVs on the roads also increase the need for Tesla's services (charging stations and servicing) which is a potential revenue source if properly positioned. I don't see this is a zero sum game
    Oct 23, 2013. 11:37 PM | 3 Likes Like |Link to Comment
  • Tesla: At The Tipping Point, Keep Your Eyes On The Big Picture [View article]
    A couple of reasons it could happen.
    1. Tesla seems to be a few years ahead in technology and cost to TM and Daimler
    2. If BMW is successful with the i-series it will force the hand of Daimler and some of the other laggards. At that point the onus will be on Tesla to make an offer that its partners cannot turn down.
    Oct 22, 2013. 05:51 PM | 9 Likes Like |Link to Comment
  • Tesla: At The Tipping Point, Keep Your Eyes On The Big Picture [View article]
    kimboslice - CNG and hydrogen and real threats but need a product the magnitude of the Model S to make people notice. The Volt and Fusion Energi in my opinion are constrained by technology. I see them becoming BEVs once GM and Ford get the technology and cost feasible for the price points they need to hit.

    You should change the picture to reflect the name. At least the bi and triceps. Thanks for reading and sharing your thoughts
    Oct 22, 2013. 05:48 PM | 4 Likes Like |Link to Comment
  • Microsoft Will Be Better Off In Parts After The Nokia Deal [View article]
    Michael:
    I concur with you that the comparison to Netflix is not a square comparison. Point #4 above - "Note that stock appreciation and revenue growth numbers presented below are percentages which are relative rather than absolute and based on the starting number". The bigger point in those numbers is that disruptive ideas that gain traction are better appreciated by the market and Microsoft has a lot of those buried in its heft.
    Sep 10, 2013. 07:40 PM | Likes Like |Link to Comment
  • Angie's List: Unenviably Positioned In A Brutal Macro Environment [View article]
    Gordon - thanks for reading. Have you looked at their burn rate?
    Aug 28, 2013. 10:52 AM | Likes Like |Link to Comment
  • Zynga: Be Honest [View article]
    Vince - very cogently articulated and supported points. As you pointed out in various portions of your article Zynga trades on speculation/expecations. Their fundamentals maybe crappy but once they sue somebody or become a buyout target the stock will run up against all odds.
    Aug 1, 2013. 01:11 PM | 2 Likes Like |Link to Comment
  • Netflix Glitters, But It Is Not Gold [View article]
    Your comments are posted Sir
    May 6, 2013. 08:21 PM | Likes Like |Link to Comment
  • Netflix Glitters, But It Is Not Gold [View article]
    Wow - great thoughts there. If AMC, PBS etc. go that route there is bound to be some backlash from cable. But it could very well be that they assess the opportunity cost of the different scenarios and pick they choice they think gives them the best chance at future revenue growth. I read this morning that YouTube is getting ready to launch paid channels as well.
    http://wapo.st/128cGWa
    May 6, 2013. 12:16 PM | Likes Like |Link to Comment
  • Netflix Glitters, But It Is Not Gold [View article]
    Putster -Do you think Netflix will be able to hold their prices at same levels? If they decide to go the route of original content will their costs have to go up to replace the content they are letting go? Will consumers have to chose as they become more distinct? This sector is the superbowl of strategic games and I love it
    May 3, 2013. 05:13 PM | Likes Like |Link to Comment
  • Is Google Worth That Much More Than Microsoft? [View article]
    derf nenhob - I actually mentioned the royalty payments in the article. "Microsoft may make more direct royalty money from hardware manufacturers that produce Android devices but it is myopic to think Android is not beneficial to Google".
    I am not in the camp calling for Ballmer's head - sometimes the grass is not always greener on the other side as was evident with Apple.
    May 2, 2013. 11:55 AM | Likes Like |Link to Comment
  • Is Google Worth That Much More Than Microsoft? [View article]
    George: Thanks for reading. I bought Microsoft less than a year ago so it has been good to me. It is facing some serious headwinds but the risk profile is good enough for me. I think Windows Blue will be a great catalyst if they get it right and they have history on their side with revisions.
    May 2, 2013. 11:39 AM | Likes Like |Link to Comment
  • Is Google Worth That Much More Than Microsoft? [View article]
    don'tbugeplease: I like your "name". Should Microsoft not have any fear of Google?
    May 2, 2013. 11:35 AM | Likes Like |Link to Comment
  • Pizza Inn Inc: On The Verge Of A Breakout [View article]
    Absolutely - they have done very well. I read about the deals but expected that the rise would be gradual until the build out of the new stores started. I am glad I got in early.
    Apr 29, 2013. 07:48 PM | 1 Like Like |Link to Comment
  • Netflix Glitters, But It Is Not Gold [View article]
    Keeshen - my consternation with the first mover advantage in this space is that there are no switching costs built in. You can go from Netflix to Prime to whatever else will come up tomorrow without dropping a dime. Amazon is rumored to be working on a set top box - that changes the argument a little bit.
    Apr 29, 2013. 02:51 PM | Likes Like |Link to Comment
  • Netflix Glitters, But It Is Not Gold [View article]
    Sakelaris - I do believe that there will always be subscribers to the DVD business just like AOL still has dialup customers today. But, I concur with your observation that at some point it becomes too small for the company to hedge any bets on it.
    Apr 29, 2013. 02:48 PM | Likes Like |Link to Comment
COMMENTS STATS
109 Comments
64 Likes