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Glenway Fripp  

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  • Microsoft Is Safe And Stable: Ignore Volatility, Buy The Dip [View article]
    I agree on your assessment of MSFT Alex. However, I don't see that MSFT is at all volatile now or at the moment you wrote your article. What I see is a slow, stately ascent. The question is, Does MSFT hit a brick wall at $44 or so which could be a point of significant resistance. I MSFT passes that barrier investors will pay attention. If not, is is then that the real volatility begins.
    Mar 24, 2015. 11:51 AM | Likes Like |Link to Comment
  • Notes On Cars (And Apple) [View article]
    Eyes are flawed. We only have 20/20 vision. Eagles have 20/4 vision which means that they can see something 100 feet away as well as we see something 20 feet away. Satellite cameras have even better eyes than eagles. When sight recognition software catches up with optic hardware car computer vision will be able to see a pothole sooner and more accurately than a human eye/brain. If you are still hung up on the 'great powers' of the human eye, remember that a smart car will have 360 degree peripheral vision and will be capable of focusing on multiple targets simultaneously. From my understanding, the self driving car is already here and that the only obstacles to self driving cars are social. We are reliving the era when law stated that a car must not travel faster than a horse. Fear of change and investing in technology is a bad fit.
    Mar 2, 2015. 11:15 PM | 3 Likes Like |Link to Comment
  • Notes On Cars (And Apple) [View article]
    Ha Ha! Good one roger!
    Mar 2, 2015. 10:57 PM | Likes Like |Link to Comment
  • Notes On Cars (And Apple) [View article]
    Apple has to make a car. The reason, to Paraphrase Tim Cook, People want one integrated operating system for all aspects of their lives. This means that the computer talks to the phone, the car, the refrigerator and the robotic maid, seamlessly. The cloud fills in all the data discrepancies and life goes on. If there isn't a mac OS car then there will be an android OS car and where will all the Apple people go? Or will they wait? As I said in another SA article related to self driving cars, I will be the first to get one. I am a distracted driver because driving is the last thing I want to think about when I am driving. Boring! So car makers, First driverless car come, first serve. Come and get me!
    Mar 2, 2015. 10:45 PM | Likes Like |Link to Comment
  • 3D Systems: Pay More Attention To This, Rather Than Earnings [View article]
    Sure, there is some sort of market but not in home 3D printers with this caveat. The market for 3D printers is better compared to the market for anvils or drill presses, than it is to the market for Smart phones. like an anvil, a 3D printer is an essential tool for people with a particular skill set which they would use to develop for market their skills and wears. Great engineers can do amazing things with a 3D printer but it takes a degree of skill as a programmer and more experience than insiders would lead you to believe, to use a 3D printer to deliver ..... anything? The market for smart phones is for everyone.

    As for aerospace uses, 3D printers can make shapes but a shape does not a thing make. Sure! You can prototype any shape you want if you are skilled with a 3D printer. I seriously doubt that there will be parts made on a 3D printer that will be parts on a satellite. The materials used to make the shape on a 3D printer won't stand up to the rigorous material requirements demanded of 'real' mechanical parts.
    Mar 2, 2015. 01:43 PM | 2 Likes Like |Link to Comment
  • 3D Systems: Pay More Attention To This, Rather Than Earnings [View article]
    God... Here I am in this conversation again...There is no market for home 3D printers otherwise the following places would sell them: Best Buy, Walmart, Staples, Apple Store, Microsoft store, ... who am I forgetting? Two years after talking about this and I still haven't been in a house that has a 3D printer in it! There have probably been a 100 year supply of various 3D printers manufactured. If 3D printing really does go mainstream there will be innovations that will send all of these 3D printers to the trash heap. That means more losses for current manufacturers.

    I just don't see a market here. Never have...
    Mar 1, 2015. 01:21 PM | 2 Likes Like |Link to Comment
  • 3D Systems: Pay More Attention To This, Rather Than Earnings [View article]
    What I see? A stock whose price has gone down while it's P/E has gone up. This can only mean that the share price has not gone down enough to decrease let alone maintain an all ready high P/E. One thing that I know: A high P/E is only justified if earnings are anticipated to rise which will knock the P/E back into a sensible metric. If a P/E of 100 was sensible for DDD, which it isn't because DDD shows no indication that it is a growth stock, the share price would be $11! I would say that anything over $5 per share for DDD is based on speculation until the time real growth eats into the P/E ratio.

    DDD's problems have nothing to do with HP being a competitor or not. DDD is not making enough money and is not growing with no HP product in sight.
    Mar 1, 2015. 12:45 PM | 2 Likes Like |Link to Comment
  • GoPro Short Interest Hits New High [View article]
    If you are going to consider short interests it is worth also considering "Max Pain" for futures settling on Feb. 27th. That figure for GPRO is $46. Max Pain is where Market makers would prefer GPRO to settle this evening.
    Feb 27, 2015. 07:25 AM | 1 Like Like |Link to Comment
  • GoPro Shares Tumbling, While The Business Is Better And Cheaper Than Ever [View article]
    Amazing!I wouldn't want to be on the same mountain as him. He is dangerous and leave no room in his risk taking for surprises.
    Feb 23, 2015. 08:32 AM | Likes Like |Link to Comment
  • Have You Seen Nvidia's Cash Balance? [View article]
    GPRO? It is swinging like a yo yo .Problem is it could break bad. You must have all had the confidence that NVDA was going to be up eventually. In order for it to fluctuate like that someone else was betting NVDA was going to break bad which it sounds like it did for a while. Looks like GPRO will establish a $50-$42 channel?
    Feb 23, 2015. 08:11 AM | 1 Like Like |Link to Comment
  • The Real Importance Of The Apple Car Project [View article]
    HA HA HA mobilecc!!! Thanks for the LOL! Since the Google car has 360 degrees peripheral vision I would say that it has as good a chance or better than a human driver. I am not sure that it has the language that a human driver has to berate you.. It would be fun to have the job of programing SIRI car for such situations!
    Feb 22, 2015. 08:15 PM | Likes Like |Link to Comment
  • The Real Importance Of The Apple Car Project [View article]
    I want a self driving car. I am a distracted driver because driving is a distraction. I would rather spend my time getting there when getting there really is half the fun. I don't give a damn who makes me a car that I don't have to risk my life with me behind the wheel. First come first serve.

    Great article! Great responses. Apple and this article inspire the readers!
    Feb 22, 2015. 04:18 PM | 1 Like Like |Link to Comment
  • Have You Seen Nvidia's Cash Balance? [View article]
    Besides the term "intrinsic Value" which I find to be an impossible metric to determine; too many variables... and always subject to perspective yet thrown around by users, claiming it to be an objective criteria....... GREAT ARTICLE! Thanks Valuentum
    Feb 21, 2015. 02:05 PM | 2 Likes Like |Link to Comment
  • GoPro - The Good, Bad, Ugly And The Future [View article]
    I don't think it is hyped compared with any 3D printer outfit. The P/E ratio was kicked down to 60 by the earnings report; a very impressive drop! Look at DDD with an ever increasing P/E, (Now at 150) , this in spite of a huge devaluation in stock price! My Goodness! I am holding some GPRO. I agree that the future is cloudy. High risk/High reward. GPRO is my current high risk investment. No bad to hold a little high risk investment just in case...............There is enough fear to keep me away from buying any more but, basically my current position was for free! I will be holding it for five or ten years and hope that GPRO becomes a gem!

    Also, I believe that GoPros future growth is actually in the Home video Production revolution. There will be at least one GoPro camera and many accessories at every such studio. GoPro will be the Shure SM58 microphone of the Home Video Production studio. Frankly I think that the SM58 sucks! There are much better mics for cheaper. It doesn't matter! People just buy them out of habit. You won't find a studio or a band on stage anywhere without an SM58 rearing it's ugly frequency response curve. I think this will be the case with GoPro cameras in regards to Home Video Production; A revolution that is just beginning. GoPro equipment will continue to sell like hotcakes!
    Feb 21, 2015. 10:18 AM | 1 Like Like |Link to Comment
  • GoPro - The Good, Bad, Ugly And The Future [View article]
    The Nina Richardson story isn't over until it is know what she is pursuing next. If she disappears it is one thing, if she starts another company it is another. If she maintains relationships with GoPro in the future that is a good sign. If she move to a competitor that is very interesting. Why it is treated as being so ugly astounded me!
    Feb 21, 2015. 09:52 AM | Likes Like |Link to Comment