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David at Imperial Beach

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  • Apple: Breathe Deeply, Embrace Tim Cook And Hold Until $120 [View article]
    Apple has missed the wearables boat. GoPro did what Apple should have done. GoPro is the real wearables innovator.
    Jul 10 12:05 AM | Likes Like |Link to Comment
  • Apple Won't Buy Tesla - Really [View article]
    Ford is on sale right now because management carefully took aim at its own foot and pulled the trigger this year. And Lincoln could use a shot-in-the-arm from a high-prestige brand name like Apple. An iMKZ makes at least as much sense as an iModel S.
    Jul 6 02:05 PM | 2 Likes Like |Link to Comment
  • Apple Won't Buy Tesla - Really [View article]
    You Apple fanboys really think Apple could "ramp production 20-100x faster than tesla could alone. Be producing 3 - 5 million electric vehicles a year in six or seven years"? How little you know about automobiles! What hubris! Apple knows nothing about automobiles. They don't even have any experience with capital-intensive industries or big ticket items or items requiring significant post-sale servicing. For Apple, HDTV is too hard, let alone automobiles!
    Jul 6 01:58 PM | 3 Likes Like |Link to Comment
  • Apple Won't Buy Tesla - Really [View article]
    The author meant Apple, not Tesla. And Santa Claus has replaced his North Pole elves with Foxconn because all the kiddies want the latest smartphones for Christmas.
    Jul 6 01:50 PM | Likes Like |Link to Comment
  • Apple Won't Buy Tesla - Really [View article]
    Except that this scenario is a non-starter from the get-go. Apple doesn't use the 18650 form factor. They can't, ever, because their mobile devices are all too thin to hold one. Also, Tesla batteries go into fluid-cooled battery packs highly optimized for automotive applications. All the optimizations would be all wrong for Apple's electronic devices. No Go!
    Jul 6 01:46 PM | Likes Like |Link to Comment
  • Apple Won't Buy Tesla - Really [View article]
    A rather upbeat article for a (TSLA) short such as yourself to be linking to. It claims that an agreement between Panasonic and Tesla is only about a month away from being signed.

    Obviously, Japanese yen is just monopoly money to Tippydog, which is why he says "Panasonic will not put real money into the factory" when they are committing to an initial investment of 20 billion yen, according to the article.

    I'm quite sure that both Panasonic and Tesla are well aware of the risks of the gigafactory. However, Panasonic has no better insight into the demand for Tesla automobiles than anybody else. All they can do is de-risk their investment by starting out with a pilot project and follow up in stages as the demand develops. This is prudence that Panasonic learned very expensively from their HDTV debacle. They should not be faulted for same.

    Concerning the article:

    "Liaqat thinks if Apple offered to buy Tesla Motors, CEO Elon Musk would say yes - if it meant that getting the Gen III car up and running would go more quickly. He thinks that because Musk is so hyper-focused on making a mass market electric car, he would say yes if Apple made an offer." First it would have to be proven to Elon Musk how somebody else could do the Gen III better than he can. Certainly that is no easy task, and certainly it won't be Apple that could do it because they have absolutely no automotive expertise.
    Jul 6 01:36 PM | 8 Likes Like |Link to Comment
  • Why Apple Acquiring Tesla Makes Sense [View article]
    What is ludicrous is that the rumor was dead on arrival the very first day it was published, yet like a zombie it refuses to die.
    Jul 3 02:51 PM | 1 Like Like |Link to Comment
  • Why Apple Acquiring Tesla Makes Sense [View article]
    That's not even true of pipe dreams any more. Why should cars require "combustible energy"? Even tobacco smokers can switch to e-cigarettes these days. You understand that "combustible energy" resources are limited, yet it has not yet occurred to you that this means industries depending on them are unsustainable and therefore we are not wasting our time trying to come up with viable alternatives? Use your brain, man! Connect the dots!
    Jul 3 02:50 PM | 1 Like Like |Link to Comment
  • Why Apple Acquiring Tesla Makes Sense [View article]
    Actually, there are any of a number of substantive articles that could have been written about Tesla, both favorable and unfavorable. Which makes it all the more annoying that Seeking Alpha chose to publish this trash.
    Jul 3 02:43 PM | 3 Likes Like |Link to Comment
  • Why Apple Acquiring Tesla Makes Sense [View article]
    In other words, you have no information that isn't already well publicized public knowledge. The company just isn't living up to your personal expectations.
    Jul 3 02:38 PM | 4 Likes Like |Link to Comment
  • Why Apple Acquiring Tesla Makes Sense [View article]
    And yet it too is full of misinformation and rumor and speculation. Contrary to his assertion, Tesla was not sitting on big debt at the time of the meeting between Musk and Perica, nor even when the rumor hit the street later. Tesla's debt load before the bond issue was below average for a car company. Tesla had earlier issued stock and paid off its government loan ahead of time so its capitalization structure was overweight on the equity side.

    Tesla does admittedly have some savvy handlers at the investment banks it uses. That doesn't reflect badly on the company. On the contrary, it indicates they can employ the very best talent.

    People have very preconceived ways of thinking about how a factory, even a gigafactory, should be built. Elon Musk thinks outside their puny little boxes and upsets all their milestones. Again, that doesn't reflect badly on the company. On the contrary, it indicates they can be more flexible than any armchair quarterback gives them credit for.
    Jul 3 02:36 PM | 6 Likes Like |Link to Comment
  • Why Apple Acquiring Tesla Makes Sense [View article]
    He's also a cheapskate. Model S starts at twice his bid of $35K.
    Jul 3 02:24 PM | 2 Likes Like |Link to Comment
  • Why Apple Acquiring Tesla Makes Sense [View article]
    Dead horse! Beaten! Mutilated! Folded and spindled! Is there nothing that can be done to spear this rumor and make it die? No silver bullet? No wooden stake through the heart?

    This merger idea is utterly ridiculous, both from Tesla's viewpoint and from Apple's. Why do people insist upon marrying these two in a shotgun wedding? It is insane!

    Once and for all, Apple does not use the 18650 form factor for batteries. They have no need of even a fraction of the output of the gigafactory. Apple has no expertise whatsoever in automobiles and has shone no interest in non-electronic products whatsoever. Tesla's brand name is at least as sexy as Apple's. Apple has nothing that Tesla needs, except cash, and cash is something that Tesla can raise on its own, thank you very much!
    Jul 3 02:18 PM | 9 Likes Like |Link to Comment
  • Will The iPhone 6 (And The iWatch) Be A Success? [View article]
    Longish? What does that mean? You long to own (AAPL)?
    Jul 1 11:58 AM | 1 Like Like |Link to Comment
  • Will The iPhone 6 (And The iWatch) Be A Success? [View article]
    Stop complaining about punctuation. It's lazy.

    The devices aren't even announced yet. A question mark is certainly appropriate.
    Jul 1 11:57 AM | 1 Like Like |Link to Comment
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