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Juan Carlos Zuleta

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  • Lithium Ion Starter Batteries: Will BYD Take The Place Of A123 Systems? [View article]
    philseeker2, First, I never said that 48 V batteries (either lead acid or Li-ion ones) are more efficient than 12 V batteries (either lead acid or Li-ion ones). When I referred to "a higher-efficiency 48 VDC vehicle voltage platform which uses Li-ion batteries", I was talking about the simple fact that Li-ion batteries are in general more energy-efficient than other types of batteries, including lead acid ones. Then in the rest of the article I only dealt with efficiency when comparing BYD's Li-ion batteries to those of A123 Systems and Johnson Controls Inc. Notice that here I even wondered whether it made sense that A123's 12V batteries be 4 times more efficient than BYD's 48V ones.
    Jun 10 02:40 PM | Likes Like |Link to Comment
  • Lithium Ion Starter Batteries: Will BYD Take The Place Of A123 Systems? [View article]
    Rich in Quebec, I agree with you. In fact, global cooper demand has been increasing continuosly since the 1990s following the introduction of more and more sophisticated electronic devices and mechanisms in standard cars. This trend has of course intensified in the last two decades due to the launching of different types of electric cars which usually require more cooper than ICE ones.
    May 17 09:13 AM | Likes Like |Link to Comment
  • Lithium Goes Forward: The FAA Approves Boeing's Battery Design Changes [View article]
    akayz, you are absolutely correct. Next time it will be different. Boeing should conform a task force right away to begin working on this crucial issue for the future of not only the company but also of commercial electric air transportation at large.
    Apr 23 02:14 PM | 1 Like Like |Link to Comment
  • Lithium Goes Forward: The FAA Approves Boeing's Battery Design Changes [View article]
    JRP3, thanks for your comment. I fully agree with you. Boeing needs to start working right away on all those possibilities. FAA's approval opens a window of opportunities Boeing should not ignore.
    Apr 23 10:28 AM | 3 Likes Like |Link to Comment
  • Apple And Boeing Stumble: Was Outsourcing Innovation Part Of The Problem? Part I [View article]
    jzivick, you still seem to believe that Apple outsourced the maps application. As I mentioned in my piece, it didn't. Perhaps you should reread my article before you throw out your uninformed and confusing comments.
    Apr 18 01:24 PM | Likes Like |Link to Comment
  • Apple And Boeing Stumble: Was Outsourcing Innovation Part Of The Problem? Part II [View article]
    You are correct. Tesla uses strategic planning all the time. It may have been of great help to Boeing long before the battery incident. I also fully agree that Tesla could provide the engineering advice Boeing requires now and will require in the future.
    Apr 16 11:12 AM | 2 Likes Like |Link to Comment
  • Apple And Boeing Stumble: Was Outsourcing Innovation Part Of The Problem? Part I [View article]
    jpintoctr, for Apple's collapse see Figure 3 in my previous article (http://seekingalpha.co...). Is a 30-40% fall in shares in a 4-6month period of time not a collapse? Regarding Samsung's failure to take advantage of that see Figure 3 in this article. Can you explain why Samsung's shares didn't grow since January 2013? For reasons of time, I wasn't able to. That's why I said that this topic needs further scrutiny. Who is then superficial and biased?
    Apr 16 09:32 AM | Likes Like |Link to Comment
  • Apple And Boeing Stumble: Was Outsourcing Innovation Part Of The Problem? Part I [View article]
    Rookie IRA Investor, thanks for your comment. I completely agree with you.
    Apr 16 08:52 AM | Likes Like |Link to Comment
  • Apple And Boeing Stumble: Was Outsourcing Innovation Part Of The Problem? Part I [View article]
    I invite you all to read my article "Apple and Boeing Stumble: Was Outsourcing Part of the Problem?, Part I" published today on Seeking Alpha, one of the best stock exchange websited in the world.
    Apr 16 08:47 AM | Likes Like |Link to Comment
  • Apple Vs. Samsung [View article]
    For a more complete analysis on the Apple vs. Samsung issue, see my two latest SA articles:
    http://seekingalpha.co...
    http://seekingalpha.co...
    Mar 15 08:57 AM | Likes Like |Link to Comment
  • Apple Vs. Samsung: Further Evidence On Innovation As A Way Of Living [View article]
    The whole discussion about margins and market share amounts to one important thing: technology. Apple has pursued a marketing strategy that tends to price more its products because it thinks that its products are more valuable whereas Samsung only prices "reasonably" its products. In this context, Apple has been able to get more profit margin particulary with its iPhones, wheras Samsung has gotten a larger share of the market with its Galaxy S smart-phones. Everything went well until consumers started to realize that Apple´s products didn´t deliver the kind of services consumers were expecting.
    Jan 25 12:42 PM | Likes Like |Link to Comment
  • Apple Vs. Samsung: Further Evidence On Innovation As A Way Of Living [View article]
    1. As time passes, the R&D cycle is becoming shorter and shorter.
    2. Only companies that think of innovation as a way of living will not only survive in the market but also prevail as leaders in innovation.
    3. At the end of the day, the market will decide who was more successful at innovating.
    4. For your information, according to a recent report, Samsung was ranked as the second most innovative company in the world (only after IBM). See. http://bit.ly/Ysx853. And Apple did not appear on the top-twenty list.
    Jan 25 12:32 PM | Likes Like |Link to Comment
  • Apple Vs. Samsung: Further Evidence On Innovation As A Way Of Living [View article]
    Until we see real numbers on returns to different types of innovations both for Apple and Samsung, it will be difficult to conclude whether Apple or Samsung is being more efficient in terms of each $ spent on R&D.
    Jan 25 12:20 PM | Likes Like |Link to Comment
  • Apple Vs. Samsung: Further Evidence On Innovation As A Way Of Living [View article]
    "The integrated system / ecosystem will matter more and more." You´re right on this one. But be aware that I already suggested something of that sort in my previous article on the subject. See: http://seekingalpha.co....
    Jan 25 12:16 PM | Likes Like |Link to Comment
  • Apple Vs. Samsung: Further Evidence On Innovation As A Way Of Living [View article]
    For one thing, leaving almost all the explanation of the Apple downfall to market uncertainty seems to me much more irresponsible. For another, I never said I was proving anything with my article; I only suggested some trends that explain why Apple´s shares collapsed since September 2012. But, of course, this shouldn´t be the final word on the subject. My contribution was aimed at initiating a debate on it.
    Jan 25 12:13 PM | Likes Like |Link to Comment
COMMENTS STATS
281 Comments
148 Likes