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Tim Nash

 
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  • Boeing: Take Profits Now [View article]
    Try http://bit.ly/LCi8Nh
    The data is in euros.
    Jan 21 03:27 PM | Likes Like |Link to Comment
  • Boeing: Take Profits Now [View article]
    Both Boeing and Airbus are increasing deliveries of commercial aircraft and for both companies, deliveries in 2013 were a record. As I put in the article, the CEO of Airbus is looking to overtake Boeing again in 4 to 5 years.

    ILFC, the leasing company, made the comments about the initial offering of the A350 and ILFC has a large 787 order it is busy trying to place with airlines. Given that the design was basically a re-engined A330, and the 737 MAX, 777X and A320 neo are all selling successfully, that seems to have been a reasonable idea.
    Jan 21 01:13 PM | 1 Like Like |Link to Comment
  • Boeing: Take Profits Now [View article]
    Thanks for the comment - many people don't seem to like data if it disagrees with their position.

    Good luck with the holding.
    Jan 21 12:04 PM | Likes Like |Link to Comment
  • Boeing: Take Profits Now [View article]
    So far the A350 program is on track. So far the 787 program is not on track - today, 97% technical dispatch reliability is not acceptable. The CAD incompatibility issue which caused the A380 wiring problems was solved, so it's unlikely to be an issue with the A350.

    'Boeing has masterfully positioned the various models to out-do and "bracket" Airbus' models'
    This has been standard operating procedure for Boeing and Airbus for at least two decades.

    Agree that the A380 program still has a way to go before it's profitable.
    Jan 21 11:37 AM | Likes Like |Link to Comment
  • Boeing: Take Profits Now [View article]
    What matters is the customers and the airlines are not placing substantial new firm orders for the current versions of the 787 (or the 747-8 Intercontinental). They are placing substantial new orders for the 737 MAX, 777X and 747-8F and various Airbus models including the A350.
    Jan 21 07:52 AM | Likes Like |Link to Comment
  • Boeing: Take Profits Now [View article]
    The Airbus A380 was 3 years late too. As with the 787, just over 100 are in service. You should compare their reliability.
    Jan 21 07:14 AM | 1 Like Like |Link to Comment
  • Boeing: Take Profits Now [View article]
    This is a business where confirmed orders get cancelled (several examples in the article). If you think the upside is worth the risk, stay with it.
    Jan 21 07:05 AM | Likes Like |Link to Comment
  • Boeing: Take Profits Now [View article]
    While manufacturing commercial aircraft is a duopoly, Boeing will not go out of business. Also it is too big a supplier to the US Military for the Government to allow it to fail.

    The short term risks to profits are from the 787 program. The redesign of the battery appears to have reduced the problem but not solved it. When will the 787 be rated at 330 minutes for ETOPS? How much compensation needs to be paid to the airlines? When will the technical dispatch rate make the 787 attractive for more orders? Will 787 orders reach 1300 which is the Program Accounting Quantity affecting profitability?
    Jan 21 07:00 AM | Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    "Simply put, Apple would lose money on a hardcore gamer console for at least the first few years and it would drive investors mad because too few understand the games industry."

    The Apple TV+/ Apple Games TV discussed will as pk de cville points out above " ship with immediate gross margins above 40% and also get a 30% cut on all game revenue. This will be profitable from day one."

    In the section - Who will buy an Apple Games TV initially? - other potential users are discussed including 'Gamers who want to play some of the 160,000+ iPhone and iPad games on a TV'.

    Apple can update the 64 bit chip in this every year as it develops new chips for the iPad and iPhone. If someone wants the latest version, their old Apple TV+ will still have value, in the same way as old iPhones and old iPads have resale value.
    Nov 13 04:54 PM | 1 Like Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    If there are no more technical issues, I would guess at a launch event in January with ideally, initial shipments in time for Chinese New Year which starts on Jan 31. This shipping date may be too tight though.
    Nov 8 03:49 PM | 1 Like Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    I should have known it was a conspiracy, however the corrections are now up.
    Nov 7 03:46 PM | 2 Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    Apple will update its 64 bit ARM chip every year for the foreseeable future for the iPhone and iPad and so this Apple Games TV can be upgraded annually with better performance. It's much more difficult to justify regular performance increases with the likely sales volumes of the PS4 and Xbox One.

    The A7 uses twin cores and low clock speed to optimise performance with respect to battery life. As the Apple Games TV will be a desktop unit, the clock speeds can be higher and Apple can move to Quad core if it wants.

    In the end, the quality and quantity of the games will largely depend on how many units Apple sells compared to Sony/ MicroSoft/ Nintendo and what the hardware supports.
    Nov 7 03:17 PM | 1 Like Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    It's difficult to see how the pricing works using Intel chips. According to the BOM breakdowns, Apple is probably paying $18 to $20 for an A7 and the only part of your list that this Apple Games TV wouldn't offer, would be the full functionality of a Mac.
    Nov 7 01:01 PM | Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    This Apple TV+ has a number of potential uses, such as a media center, and so Apple may just keep the current name. I will be surprised though, if they don't market the possibilities to the games companies and, because of the margins, attract major games. When major games are launched on this and stay exclusive for a while, core gamers will arrive.
    Nov 7 12:42 PM | 2 Likes Like |Link to Comment
  • Apple: Time To Take Over The Game Console Market [View article]
    IMO this will attract console quality games. For example, 3 of the c.20 launch titles on the Xbox One are by EA Sports. As Electronic Arts has made good money through the App Store, it should realise the potential of an Apple Games TV.
    Nov 7 11:51 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
124 Comments
190 Likes