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  • The New York Times downgrades Adam Jonas [View news story]
    Which new stage? Tesla is already sitting at $30+bn valuation (not even including future dilution here).

    Tesla originally wanted to ship the Model X by late 2013, they are new two years late. Shipping that car was or should have been in the stock valuation a long time ago, there STILL isn't even a price list and exact specs and it's almost September 2015!

    Anyway, the big question will be how late they will be on the cheaper Model 3 car and if they can really hit the promised base price of $35k (I highly doubt it given all the promised specs and prior delays). And if they hit $35k it will be interesting to see the margins even if it's a barebones version with a long options list adding up to $40-50k quickly.
    Aug 31, 2015. 07:23 PM | 1 Like Like |Link to Comment
  • The New Apple TV 4 Could Rival Xbox One And PlayStation 4 [View article]
    "Roku, Fire TV, Chromecast, etc. "

    I think Apple has at least three unique advantages over these competitors - and that's just on the (casual) gaming side of things:

    1. Huge number of experienced iOS developers that none of the competitors posses (many of them can adapt their successful games and franchises from iOS tablets and phones).

    2. Higher (more lucrative) ARPU numbers on iOS (compared to Android) likely carry over to the Apple TV app store

    3. Polished OS optimized for gaming and graphics (Metal SDK etc. discussed in the article) and dedicated controller that seems to mimic or expand on some of the original Wii controller features:

    "Apple TV Said to Have Motion Sensitive Remote Control Targeted at Casual Gamers"

    http://tinyurl.com/o6j...

    Apple of course also has a huge installed base of iOS devices (tablets, phones and watches) that will go well with the new Apple TV and all non-gaming "home hub" functionality/Siri controls.
    Aug 31, 2015. 01:00 PM | 9 Likes Like |Link to Comment
  • The New Apple TV 4 Could Rival Xbox One And PlayStation 4 [View article]
    I have to disagree with the article's title.

    I don't think Apple wants to compete with the more powerful, more core gaming oriented PS4 or XB1 boxes that probably cost up to twice as much (Apple's new TV box is rumored to only cost $149-199 as discussed in the article).

    Apple is poised to take over the more casual end of the market in my opinion - which historically has been well-served by Nintendo in Western countries.

    The main casualty therefore could be Nintendo with its former Wii (and now unsuccessful Wii U) hardware - not SNE or MSFT devices that cost much more and target a more niche and mostly male 18-35 core audience group.

    Finally, Apple's box could do much more than just gaming (home hub, home automation, Siri integration a la Echo from Amazon or Nest from Google...).

    Apple could take over the casual gaming market without actually marketing its new TV box as a "console". They achieved the same with iPads and iPhones, one just has to have a look at the best-selling app titles, most of them are games - yet Apple rarely markets these devices as portable game consoles.

    The new Apple TV is a sneak attack on the entire casual gaming market imho.

    PS: Of course a successful Apple TV will also cannibalize the PS4 and XB1 to some extent, but we have to remember that these competitors sell their expensive HW at break-even to make it up on software/content later, a razor and blades strategy Apple has not used until now (and I think it will stay that way).
    Aug 31, 2015. 12:36 PM | 15 Likes Like |Link to Comment
  • Apple's September 9 Event: Will There Be A Surprise Product? [View article]
    "New VR product for pr0n and gaming - niche"

    I also think immersive VR is not something Apple is interested in. But I see AR (Augmented Reality) as an interesting avenue.
    Aug 31, 2015. 12:33 PM | Likes Like |Link to Comment
  • The Second Coming? Augmented Reality To Virtual Reality And Everything In Between [View instapost]
    Apple is also stepping up efforts in the AR space:

    http://tinyurl.com/pj8...

    and more recent:

    http://tinyurl.com/qfd...
    Aug 31, 2015. 12:07 PM | Likes Like |Link to Comment
  • The New York Times downgrades Adam Jonas [View news story]
    " Wrong company. Typical bear research. "

    Of course it's the wrong company. Had you followed my link you would see that the stock was bid up on Friday because of multiple false reports.

    REM (listed in London) vs USMN, very similar company names.

    Also discussed here:

    " Default Hilarious Tesla Lithium stock story "

    http://tinyurl.com/q4z...

    Do you think TSLA "bears" bid up this wrong stock on Friday or in general go long on Tesla's suppliers? Hilarious.
    Aug 31, 2015. 11:38 AM | 1 Like Like |Link to Comment
  • The New York Times downgrades Adam Jonas [View news story]
    Somewhat unrelated, but there's also an apparent pump & dump going on with smaller Tesla (battery factory) suppliers:

    "U.S. Rare Earth Minerals, Inc. Denies Knowledge of August 28th Press Release"

    http://tinyurl.com/o8r...

    Stoff off 85-90% today after denial: http://tinyurl.com/om4...
    Aug 31, 2015. 09:58 AM | 1 Like Like |Link to Comment
  • The New York Times downgrades Adam Jonas [View news story]
    LOL?

    "Just a few weeks ago, in fact, Jonas raised his share price target for Tesla from $280 to $465, which would make Tesla more valuable than General Motors or Ford. Had anything fundamental changed for Tesla? Of course not!"

    "And that’s not the worst of it. No, the worst is the timing of his call. It came days after Tesla announced that it would be issuing stock to raise yet more money — and that Morgan Stanley was among the underwriters. (The company raised close to $800 million.)"

    Do do think that such "independent" analysis from big investments bank eager to finance TSLA whenever possible is ok and should be applauded?

    And don't get me started on recent conference call "questions" that sounded like a badly scripted movie between TSLA and these analysts.
    Aug 31, 2015. 09:45 AM | 16 Likes Like |Link to Comment
  • The New York Times downgrades Adam Jonas [View news story]
    Finally! The MSM catches up what has been discussed on SA for months.

    This recent ZH tweet sums it up nicely:

    "In 2014 MS raised its Tesla PT from $153 to $320 day before the MS-led convert; Now it raised from $280 to $465 days after equity sale."

    The same spiel, both just days after or before big capital transactions involving MS. And I won't even get started on the "questions" (script?) raised during the conference call.
    Aug 31, 2015. 09:41 AM | 6 Likes Like |Link to Comment
  • Apple's September 9 Event: Will There Be A Surprise Product? [View article]
    Given all these features, pricing will probably fall between a traditional console and the current Apple TV 3 at $69 (which seems to stay around as a low-end entry option):

    "Apple TV 4 coming in October for under $200, Apple TV 3 stays & gets new streaming service"

    http://tinyurl.com/q7f...

    These are rumors from a site that has been quite reliable historically. $199 seems rather pricey to get mass-market appeal, we will see...
    Aug 31, 2015. 09:14 AM | Likes Like |Link to Comment
  • The State Of Nintendo (In The New Gaming World) [View instapost]
    This is not good news for Nintendo.

    As I had written/predicted back in September 13 (see my prior Instablogs on Nintendo) Apple entering the market with a casual gaming console ("hidden" inside the new Apple TV with an SDK and a new controller) could further hurt Nintendo's market share in the living room:

    "Apple TV 4 coming in October [2015| for under $200, Apple TV 3 stays & gets new streaming service"

    http://tinyurl.com/q7f...

    and

    "Apple TV Said to Have Motion Sensitive Remote Control Targeted at Casual Gamers"

    http://tinyurl.com/o6j...
    Aug 31, 2015. 09:09 AM | Likes Like |Link to Comment
  • That Stock Market Mini-Crash: China And Other Excuses And Explanations [View instapost]
    In the meantime, financial journalists in China are convenient scapegoats:

    "China's main state broadcaster paraded a financial journalist “confessing'' to causing the stock market “great losses'' as authorities seek to rein in a rout on the exchanges.
    Wang Xiaolu, a journalist with the respected business magazine Caijing, was held after writing a story in July saying the securities regulator was studying plans for government funds to exit the market.
    Beijing has launched interventions on a grand scale to try to shore up plunging share prices after a debt-fuelled bubble burst in June. The interventions were not successful.
    Britain's Financial Times reported at the weekend that China had decided to stop buying shares in favor of intensifying a crackdown on those “destabilizing'' the market, although there was speculation last Thursday that government funds were acquiring stock.
    The ministry of public security also said at the weekend that 197 people had been punished for “spreading online rumors'' on several issues, including the markets and mammoth deadly blasts in the port of Tianjin on August 12. "

    http://tinyurl.com/oen...
    Aug 31, 2015. 09:03 AM | Likes Like |Link to Comment
  • The Second Coming? Augmented Reality To Virtual Reality And Everything In Between [View instapost]
    CastAR got $15M in funding:

    http://tinyurl.com/ngx...
    Aug 30, 2015. 07:38 PM | Likes Like |Link to Comment
  • Apple's September 9 Event: Will There Be A Surprise Product? [View article]
    @silli-con: Do you have links/sources that Apple bought Intelligent Energy?

    As far as I know, IE only showed off some fuel-cell prototypes on their own and is BELIEVED to be MAYBE working with Apple:

    http://tinyurl.com/ntq...

    Big difference.
    Aug 29, 2015. 03:25 AM | 2 Likes Like |Link to Comment
  • Apple's September 9 Event: Will There Be A Surprise Product? [View article]
    Good comment.

    I think the interesting question is if Apple wants to create its own core HW products in this home/home automation category (Apple devices similar to HW such as Nest from Google or Echo from Amazon...) instead of just licensing third-party products and letting people use iPhones/iPads or Apple Watches to steer the home hub.

    The new Apple TV (option: include a router in the device to simplify things) could become a home hub controlling all these home devices.
    Aug 29, 2015. 03:15 AM | 2 Likes Like |Link to Comment
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