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Esekla

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  • The Next MoMo Stock, Part 2: Printing Profits With ExOne [View article]
    ExOne has made Karlebo Gjuteriteknik AB, which represents some of the world's leading metallic manufacturing operations in the Nordic region, as its sales representative there. Karlebo also sells supplies to foundry and steel industries, with a strong position in die casting.

    http://bit.ly/1gu8RPq

    This echoes a similar earlier moves and shows continued, coherent strategy for organic growth.
    Mar 13 03:56 PM | 2 Likes Like |Link to Comment
  • How Good Are The Terms Of Tesla's Latest Bond Offering? [View article]
    This economist article adds credence to the distributed electricity model that Tesla is espousing:

    http://econ.st/Oooml9
    Mar 13 11:03 AM | Likes Like |Link to Comment
  • Veeva: Irrefutable Proof Of TAM Overstatements, CRM Seat Saturation, Drastic Growth Deceleration, And Highly Dubious Sell-Side Coverage [View article]
    The contract renewal does give some credence to the Salesforce model of being a platform provider, rather than just SaaS. I'd been looking into a major CRM correction, but it's seeming as if we've just seen all there is to see for a while and the rising pattern is set to resume.
    Mar 13 10:40 AM | Likes Like |Link to Comment
  • Amazon: Inflation Is Real [View article]
    The move may have the added benefit of giving a bump to Prime subscriptions in this quarter:

    http://seekingalpha.co...
    Mar 13 10:36 AM | Likes Like |Link to Comment
  • Quantifying The Floor And Ceiling For Amazon [View article]
    After some checking, it does seem you can avoid the price bump for a year by signing up before the deadline. They're not toting, that, though, as they did previously, which leads me to think the price hike is going over well.
    Mar 13 10:11 AM | Likes Like |Link to Comment
  • Amazon confirms new $99 pricing on Amazon Prime [View news story]
    Well, I'm not a subscriber, but I've checked with others and it looks like you can avoid the price bump for a year by signing up before the deadline mentioned above.
    Mar 13 10:08 AM | Likes Like |Link to Comment
  • Why InvenSense Is Worth The Premium [View article]
    Oh, I thought it was Piper Jaffray joining the chorus of $24 price targets http://bit.ly/1kmdEXP which I wasn't deeming as worthy of mention at this point.

    As for the Apple rumor, yeah, we've seen that sort of thing before. It makes me wonder why anyone follows the message boards at all.
    Mar 13 10:06 AM | Likes Like |Link to Comment
  • Amazon confirms new $99 pricing on Amazon Prime [View news story]
    I'd speculated that they'd use this to push sign-ups forward for people who want to get in at the lower rate. The price hike takes effect April 17, 2014, as linked here:

    http://seekingalpha.co...

    but while that's definitely how it worked in Europe, the situation is less clear here. Does anyone have definitive evidence?
    Mar 13 09:05 AM | Likes Like |Link to Comment
  • Quantifying The Floor And Ceiling For Amazon [View article]
    Prime memberships just went up $20.

    http://amzn.to/1qz7EyD

    Unlike with Europe, it seems there is no particular emphasis on joining early to avoid the price hike, although it's unclear whether or not it actually works that way for new sign-ups. The price hike takes effect April 17, 2014, so it probably does.
    Mar 13 09:00 AM | Likes Like |Link to Comment
  • The Next MoMo Stock, Part 2: Printing Profits With ExOne [View article]
    Personally, I'm looking for more details on ExCast. The acquisitions seem to indicate progress, and they said they were waiting primarily on IP that had been filed.
    Mar 12 10:56 PM | 1 Like Like |Link to Comment
  • Can New Jersey Harsh Tesla's Mellow? [View article]
    I don't think it can backfire. As commented here:

    http://seekingalpha.co...

    I think Christie's pretty much realized the end, or at least the near term apex, of his political career due to all the other scandals, so why not grab a little extra padding from the dealers while he's still in office?
    Mar 12 03:11 PM | 3 Likes Like |Link to Comment
  • Tesla Motors hires top exec away from Renault-Nissan [View news story]
    Does Tesla aim to become a major automaker? It seems to me they aim to become a major technology provider:

    http://seekingalpha.co...
    Mar 12 03:03 PM | Likes Like |Link to Comment
  • Why InvenSense Is Worth The Premium [View article]
    It's possible that this is contributing, but the fire is actually at DAP Corporation, Samsung supplier and Samsung denies that it will affect the GS5 rollout. Anyway, we don't even know if InvenSense is in the GS5. It seems a little unlikely.
    Mar 12 02:22 PM | Likes Like |Link to Comment
  • The NRF stirs the online sales tax pot [View news story]
    The fact that the Senate passed the Market Place Fairness act is irrelevant since that bill has already expired in the House without consideration. Amazon was a proponent of that bill, and of a solution at the national level in general. The House is holding a hearing on alternative today. In the meantime, AMZN has been in the process of reverting to mean as documented here:

    http://seekingalpha.co...
    Mar 12 01:29 PM | Likes Like |Link to Comment
  • Quantifying The Floor And Ceiling For Amazon [View article]
    Today the House holds a hearing on alternative to the Marketplace Fairness Act

    http://1.usa.gov/1iBaty3

    which Amazon has supported. It seems unlikely that much of anything will get done in Washington for the next year or two, though.
    Mar 12 01:28 PM | Likes Like |Link to Comment
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