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  • Ripping The Shorts' Faces Off! [View article]
    I don't think TSLA and AMZN should even appear in the same sentence. Amazon is a great company -a market leader with little or no competition- with a terrible valuation, Tesla is a niche maker with an insane valuation and zero corporate governance.
    Jeff Bezos has always been very clear that he does not run Amazon to meet quarterly financial targets, whereas Elon Batista is constantly trying to deceive investors. As a consequence, AMZN stock could/should drop 50% or more but TSLA will be much more painful for investors. What I believe will eventually happen is that once Tesla's market cap falls in the single digits it might be acquired by someone.
    Too bad that TSLA is too expensive to short using puts due to the huge built-in volatility.
    Feb 22, 2015. 09:11 AM | 1 Like Like |Link to Comment
  • No, Apple Won't Acquire Tesla - And Here Is Why [View article]
    I don't even know why one would even consider the possibility of any company wanting to buy Tesla at its current valuation. That would make the AOL -Time Warner merger look like a smart deal...
    Now, if one drinks enough of Musk's Kool-Aid, it is possible to envision a parallel universe where Tesla surpasses Apple's market value and buys it.
    Feb 19, 2015. 04:34 PM | 2 Likes Like |Link to Comment
  • How Apple Defies The Law Of Large Numbers [View article]
    That another SA contributor doesn't know what the law of large numbers is is one thing, that the CEO of the most valuable public company in the world doesn't is slightly more concerning.
    Feb 16, 2015. 08:46 PM | 5 Likes Like |Link to Comment
  • Did Tesla's Actions In Detroit Put Its Patents In The Public Domain? Why Investors Should Worry [View article]
    Thinking would be even more beneficial for you, but then again, you wouldn't be investing in Tesla if you did.
    Feb 15, 2015. 11:05 AM | 7 Likes Like |Link to Comment
  • Did Tesla's Actions In Detroit Put Its Patents In The Public Domain? Why Investors Should Worry [View article]
    So, Tesla offered to share their IP and nobody accepted the offer so far? How surprising, could it be because that IP is either non-existent or outdated...
    Feb 15, 2015. 10:08 AM | 6 Likes Like |Link to Comment
  • Did Tesla's Actions In Detroit Put Its Patents In The Public Domain? Why Investors Should Worry [View article]
    A few years from now (or maybe just quarters) a lot of posters in these discussions are going to look very silly (and be much poorer, too). Elon Batista is probably the greatest stock manipulator in history.
    Feb 15, 2015. 06:30 AM | 8 Likes Like |Link to Comment
  • Tesla: Learn From The Mess [View article]
    Yeah, but have you ever driven a Tesla? ;)
    Nov 18, 2013. 04:57 PM | 33 Likes Like |Link to Comment
  • Apple Can't Afford To Concede Market Share - I Don't Think It Has To [View article]
    Great article, although I don't see how they can preserve market share if they keep delaying new products (iPad mini retina, iPhone 5S, iPhone 6)...
    To say that Maps was a disaster is an understatement: even if one uses the Google Maps app instead, most third-party apps that need to access maps now rely on the built-in Maps, making them unusable. Anyone saying that Maps is not a failure has never used a navigation system.
    As for Apple being a software company instead of a device maker, lets hope that's not the case. Lets see, what killer apps does Apple have? Search? Nope! Email? Nope! File & picture hosting? Nope! Free streaming video? Nope! It does have messaging and a sort of VOIP, but iMessage and FaceTime are so inferior to the likes of Whatsapp, Skype, Viber and so on that they are not worth using.
    They do have a terrific music & video content business, iTunes, but with a very poorly designed interface. Again, because Apple struggles making good software.
    So, no, Apple is not a software company, it makes cool devices with a neat OS, but don't expect people to keep buying them if the hardware starts to fall too far behind the competition as it is now.

    With that, I say goodbye to SA, I never expected to see so many fanboys (mostly Apple and Tesla) on an investment forum, and I cannot stand the sheep mentality.
    Jun 10, 2013. 09:49 AM | Likes Like |Link to Comment
  • Apple Is Fundamentally A Value Buy Even With 50% Drop In Earnings [View article]
    Nope.
    They are getting crushed in Europe and their market share is at best stagnating in China. They had a 20% share a year ago that fell to 10% because local consumers waited for the delayed release of the iPhone 5, and now they share is back to just under 20%. They need a cheaper phone with a larger screen to crack that market, which hopefully they are working on. That should help them in India as well, where they have a 3% market share.
    Jun 7, 2013. 03:13 PM | Likes Like |Link to Comment
  • Apple's Upcoming Products - Is It Time To Buy? [View article]
    Great post, Panoplos. It is not just the relatively small screen size that hurts the iPhone 5 but more likely the silly non-standard long format. They went for the cheap, easy solution and now it will be a mess to go back to a more normal screen resolution because of app compatibility.
    Jun 7, 2013. 02:41 PM | 1 Like Like |Link to Comment
  • Apple Is Fundamentally A Value Buy Even With 50% Drop In Earnings [View article]
    I think the only stupid people are the Apple fanboys who buy the stock because they are so in love with their iPhones. Abroad, Apple has become virtually non-existent, especially in China. But then again, that is a small market that is easy to ignore.
    Quick question for you: how many of those same fanboys would still put their money where their mouth is if they had to buy their iPhones without carrier subsidies?
    Second question: how many companies do you know that went from a 75% market share to around 25% and can still be considered an industry leader?
    Jun 7, 2013. 02:18 PM | Likes Like |Link to Comment
  • Apple Is Fundamentally A Value Buy Even With 50% Drop In Earnings [View article]
    I think that Apple is in a long term decline, any bump to $500 should be a great exit point.
    Who wants to own a company that is seeing such a fast drop in sales growth (actually, outright sales decline), poor product pipeline and increased competition from tech titans like Google, Microsoft and Samsung? And the only way they find to leverage their huge cash balance is some dubious financial gimmickry to make their EPS look better. Oh, and building that huge campus complex that will only bloat the overhead.
    Jun 7, 2013. 09:13 AM | Likes Like |Link to Comment
  • Intel Likely To Win More Samsung Designs [View article]
    Won't the new Samsung tablet have a higher screen resolution than the iPad 2?
    Jun 6, 2013. 06:29 PM | Likes Like |Link to Comment
  • Intel Likely To Win More Samsung Designs [View article]
    Here is the link to the report: http://seekingalpha.co...

    I stand corrected, they are planning to do it. May be too little, too late and looks like they are desperately trying to move those iPhone 5 with the silly long screen...
    Jun 6, 2013. 04:23 PM | Likes Like |Link to Comment
  • Intel Likely To Win More Samsung Designs [View article]
    Maybe because nobody is buying iPhones anymore?
    Today Apple started taking trade-ins for the purchase of new phones. Not in India or China, in the US!
    Jun 6, 2013. 03:04 PM | Likes Like |Link to Comment
COMMENTS STATS
53 Comments
86 Likes