Google Punkslaps Apple - Cook Makes Strategic Error [View article]
I, I'm not seeing this "outrage" largest lines in history at the stores you know!
I think what you're seeing is two different cultures, those that like to verbalize and voice concern, and those who like to buy what gives them the best user experience, the latter are clearly the silent majority.
Think Twice Before Test-Driving A Tesla [View article]
@ Saibus, I'm actually one of your followers, but you do seem to missing the point here and your reply to Smoot seems to just dig a deeper hole:
"Point A to Point B": true, but clearly here the breakdown was driver error, not to mention A to B has to be within the range, that's the nature of an EV. Tesla clearly has warnings about cold weather range, I know that and I don't even own one.
"refuel whenever": Again, it's an EV to make this argument is biased, there are places west of the Mississippi I would not go in certain vehicles, e.g., SUV's unless I had a full tank to start with. I was actually stranded a couple of times in my Jeep Cherokee days. Clearly this driver did not "top off" when he had the chance like the owners manual describes/warns.
"$50K .. very fast, very far": That's obviously a case of driver ignorance, with an EV and an HEV, what constitutes common sense for an ICE does not necessarily transfer. In an HEV one needs to get to speed as soon as possible for best MPGe experience, that is, driving slowly does not necessarily increase overall trip MPGe. Like Samuel said this NYT driver was ignorant of how to drive for best performance, his range would have been limited even in warm weather conditions.
BTW, even the towing was inane. They should have sent a tow truck with a dolly, no dragging needed, maybe a little lift to get the dollies on the wheels, that's how Prii are towed, same locking happens upon a dead battery.
Just a couple of quick thoughts from reading this that has not shown up on the articles yet. 1. the guidance going forward has changed methodology. In the past Apple gave one conservative point of estimate, in the future starting now Apple will give a range. I think this is clearly pointed at the analysts, so the misses due to wild guesses should abate somewhat starting with Q2. 2. Tim Cook said basically that he did not want to be specific about their "high interest" in TV, sweet! 3. The loss of a week comparing y/y numbers was mentioned several times. Apple makes like $4B/week, clearly some of the "misses" can be atttributed to this missing week. 4. One thing I'm sure has not been reported Apple bought back $4.5B in stock in Q1, wow! How was that not reported today. Apple plans to return $45B to shareholders over 3 years. I must have been asleep in 2012, I thought the return was to be only $10B. This is huge! Clearly this speaks to the sitting on the cashpile and doing nothing going forward bears?! 5. It was refreshing to hear Tim say that he is aware of the "rumors" that drove the stock down, especially the one from ... cough ... Nikkei, although he did not refer to it by name. His remark was basically product channel inventory process is complex, chill out people.
I'm pretty excited as an AAPL long, most of my concerns as an investor were laid to rest, especially what some were calling managements ineptitude w/r to shareholder value. Clearly Tim and team are aware and are addressing at least with my #1 and #5 most investors largest concerns.
It will be very interesting to see how the estimate range plays out w/r to analysts projections going forward.
In Summary, The Tesla Model S Is A Dirty Car [View article]
Just curious, are you advising your clients to avoid or short because the Model S "is a dirty car", or because Tesla is a bad investment compared to other auto companies and or technology companies?
On the surface these seem to me to be mutually exclusive reasons!?
@techwonk, I don't have a Tesla yet, but I do have one of those hybrids! And you're pretty off. There's plenty of infrastructure for the average commute and for a multi-city commute for the Model S to be considered a primary transportation vehicle.
That infrastructure is one's home! I drive 110 miles a day, you'd be hard pressed to find someone with a longer commute. Even the 60Kwh Tesla will do fine with a charge in the evening ... at home.
Tesla Motors Meets Production Targets, But Will It Meet Profit Targets? [View article]
I'm quite sure you are in error here Saibus, "... we are not that optimistic about customers plunking down $52.4K to wait 9 months for a car."
I think you are confusing confguration with scheduling delivery and arranging financing 30 days out from delivery. http://bit.ly/11YYyBC
For those fortunate enough to pay cash, it appears from the Tesla Forum that some of these folks were confused about writing a check 30 days out, at financing, or waiting until they pick up the car from the factory, then writing the check.
Tesla Motors (TSLA -2.7%) CEO Elon Musk blasts The New York Times in a series of tweets (I, II, III) over its weekend test drive of the Model S which went rather poorly. In a nutshell, the exec blames user error for the mishaps and says he will line up more journalists to do the same drive. He also promises that more detailed info on charging data will be released on the Tesla blog. If Musk gives any detail on productions numbers in advance of the company's Q4 report, things could get really exciting. [View news story]
Let's see Boston to Manhattan right, 210 miles, I believe the current EPA rating is 268 miles and that Tesla's owner manual talks about a 20% drop for winter, and to charge in "storage" mode, not exactly sure what that means, but probably at least plug-in over night.
So this reporter was an idiot to take a vehicle winter rated for 212 miles and not even give it a full charge. Regardless of what the readout was in the evening, not even the most dogged naysayers would think a battery would not further lose charge overnight. Sheesh.
Or, this reporter was a very clever chat who just boosted the NYT's readership by ...
More on Apple's (AAPL -1.3%) shareholder meeting: With rumors of iWatches and new set-tops swirling around, Tim Cook hints at new products. "Obviously we're looking at new categories -- we don't talk about them, but we're looking at them." Cook on Android's share gains: "There's a button or two we could press to make the most [devices] .... That would not be good for Apple." He boasts over half of Chinese/Brazilian iPad buyers are new Apple customers, and still thinks David Einhorn's suit is "silly." No word of a dividend or buyback hike. (live blog) [View news story]
right on, ".long aapl products the best in class....."
I would just encourage a little patience with management, we are still within the historic window for disruptive products yes?
I know its been said ad nauseum but ... 1998 iMac 2001 iPod 2003 iTunes/App Store milestones 2005 Tim Cook COO, we often forget this eh? 2007 iPhone 2010 iPad
I would suggest that there is no Moore's law for disruptive products regardless of what "traders" want.
The hands down most disruptive company on the planet, in modern history, can only manage a new product every 3 or so years, I just don't see how armchair quarterbacks are getting this irrational exuberance that the timetable can be compressed any further? And this irrationality after a record year of R&D spending!
2014 is the year the sleeping giant awakes! ... after that I'll be intolerant too!
Paulo, I see I'm joining the discussion late. Although I agree with the posts calling your dislike petty and or trivial. You did cause cause me to examine why. Is it my being a satisfied Mac user ready to flame any negative comment? Nope.
I think it's because of your premise that this is a valid SA topic because if parents were aware of the restrictive rules they would be put off too. In that sense your article is more of a public awareness piece, is that accurate by your point of view?
But i too am confused why you would use SA, an investor not parent blog? Have you considered parent educational blogs?
On the other it's interesting to see how your peers are for the most part trying to gently correct you, you should feel honored to have the respect of so many peers!
Also, I would suggest as a parent your "tech awareness" is way ahead of the curve. I don't know many parents that are so proactive w teaching their children programming on an iPad. You are chartering a new course, where most parents are happy for the iBook and game options even educational. So you are ahead of the curve and don't realize it!
Now one small side point in your article is not true. It is incredibly easy to get pics and video into your computer, you meant laptop or desktop right? ... If you use iPhoto: Plug-in via USB you phone or camera, click import choose select all save to an album, if you have iCloud set up that album is automatically saved to your other I-devices, done! I'm surprised you weren't aware of that do you use a PC? If the photos were taken on your iPad there is a similar process.
Will Tesla's Performance Live Up To Its CEO's Hype? [View article]
Tesla-Learning From History [View article]
Google Punkslaps Apple - Cook Makes Strategic Error [View article]
I think what you're seeing is two different cultures, those that like to verbalize and voice concern, and those who like to buy what gives them the best user experience, the latter are clearly the silent majority.
Think Twice Before Test-Driving A Tesla [View article]
"Point A to Point B": true, but clearly here the breakdown was driver error, not to mention A to B has to be within the range, that's the nature of an EV. Tesla clearly has warnings about cold weather range, I know that and I don't even own one.
"refuel whenever": Again, it's an EV to make this argument is biased, there are places west of the Mississippi I would not go in certain vehicles, e.g., SUV's unless I had a full tank to start with. I was actually stranded a couple of times in my Jeep Cherokee days. Clearly this driver did not "top off" when he had the chance like the owners manual describes/warns.
"$50K .. very fast, very far": That's obviously a case of driver ignorance, with an EV and an HEV, what constitutes common sense for an ICE does not necessarily transfer. In an HEV one needs to get to speed as soon as possible for best MPGe experience, that is, driving slowly does not necessarily increase overall trip MPGe. Like Samuel said this NYT driver was ignorant of how to drive for best performance, his range would have been limited even in warm weather conditions.
BTW, even the towing was inane. They should have sent a tow truck with a dolly, no dragging needed, maybe a little lift to get the dollies on the wheels, that's how Prii are towed, same locking happens upon a dead battery.
Apple's CEO Discusses F1Q 2013 Results - Earnings Call Transcript [View article]
1. the guidance going forward has changed methodology. In the past Apple gave one conservative point of estimate, in the future starting now Apple will give a range. I think this is clearly pointed at the analysts, so the misses due to wild guesses should abate somewhat starting with Q2.
2. Tim Cook said basically that he did not want to be specific about their "high interest" in TV, sweet!
3. The loss of a week comparing y/y numbers was mentioned several times. Apple makes like $4B/week, clearly some of the "misses" can be atttributed to this missing week.
4. One thing I'm sure has not been reported Apple bought back $4.5B in stock in Q1, wow! How was that not reported today. Apple plans to return $45B to shareholders over 3 years. I must have been asleep in 2012, I thought the return was to be only $10B. This is huge! Clearly this speaks to the sitting on the cashpile and doing nothing going forward bears?!
5. It was refreshing to hear Tim say that he is aware of the "rumors" that drove the stock down, especially the one from ... cough ... Nikkei, although he did not refer to it by name. His remark was basically product channel inventory process is complex, chill out people.
I'm pretty excited as an AAPL long, most of my concerns as an investor were laid to rest, especially what some were calling managements ineptitude w/r to shareholder value. Clearly Tim and team are aware and are addressing at least with my #1 and #5 most investors largest concerns.
It will be very interesting to see how the estimate range plays out w/r to analysts projections going forward.
Wins And Losses In Apple's IOS 6 [View article]
a user can "add" Google Maps and YouTube to the home screen and BAM, like it never disappeared!
non-issue for what 4 clicks!?
In Summary, The Tesla Model S Is A Dirty Car [View article]
On the surface these seem to me to be mutually exclusive reasons!?
Tesla's Model S: Engineering Dream, Fiscal Nightmare [View article]
Swayed By The Arguments In Tesla? [View article]
That infrastructure is one's home! I drive 110 miles a day, you'd be hard pressed to find someone with a longer commute. Even the 60Kwh Tesla will do fine with a charge in the evening ... at home.
Tesla Motors Meets Production Targets, But Will It Meet Profit Targets? [View article]
I think you are confusing confguration with scheduling delivery and arranging financing 30 days out from delivery. http://bit.ly/11YYyBC
For those fortunate enough to pay cash, it appears from the Tesla Forum that some of these folks were confused about writing a check 30 days out, at financing, or waiting until they pick up the car from the factory, then writing the check.
Tesla Motors (TSLA -2.7%) CEO Elon Musk blasts The New York Times in a series of tweets (I, II, III) over its weekend test drive of the Model S which went rather poorly. In a nutshell, the exec blames user error for the mishaps and says he will line up more journalists to do the same drive. He also promises that more detailed info on charging data will be released on the Tesla blog. If Musk gives any detail on productions numbers in advance of the company's Q4 report, things could get really exciting. [View news story]
So this reporter was an idiot to take a vehicle winter rated for 212 miles and not even give it a full charge. Regardless of what the readout was in the evening, not even the most dogged naysayers would think a battery would not further lose charge overnight. Sheesh.
Or, this reporter was a very clever chat who just boosted the NYT's readership by ...
More on Apple's (AAPL -1.3%) shareholder meeting: With rumors of iWatches and new set-tops swirling around, Tim Cook hints at new products. "Obviously we're looking at new categories -- we don't talk about them, but we're looking at them." Cook on Android's share gains: "There's a button or two we could press to make the most [devices] .... That would not be good for Apple." He boasts over half of Chinese/Brazilian iPad buyers are new Apple customers, and still thinks David Einhorn's suit is "silly." No word of a dividend or buyback hike. (live blog) [View news story]
I would just encourage a little patience with management, we are still within the historic window for disruptive products yes?
I know its been said ad nauseum but ...
1998 iMac
2001 iPod
2003 iTunes/App Store milestones
2005 Tim Cook COO, we often forget this eh?
2007 iPhone
2010 iPad
I would suggest that there is no Moore's law for disruptive products regardless of what "traders" want.
The hands down most disruptive company on the planet, in modern history, can only manage a new product every 3 or so years, I just don't see how armchair quarterbacks are getting this irrational exuberance that the timetable can be compressed any further? And this irrationality after a record year of R&D spending!
2014 is the year the sleeping giant awakes! ... after that I'll be intolerant too!
Tesla - The Next Government Financed Alternative Energy Debacle [View article]
http://bit.ly/QFxPjq
Apple To $1,000? 1 Main Catalyst [View article]
Why I Now Dislike Apple [View article]
I think it's because of your premise that this is a valid SA topic because if parents were aware of the restrictive rules they would be put off too. In that sense your article is more of a public awareness piece, is that accurate by your point of view?
But i too am confused why you would use SA, an investor not parent blog? Have you considered parent educational blogs?
On the other it's interesting to see how your peers are for the most part trying to gently correct you, you should feel honored to have the respect of so many peers!
Also, I would suggest as a parent your "tech awareness" is way ahead of the curve. I don't know many parents that are so proactive w teaching their children programming on an iPad. You are chartering a new course, where most parents are happy for the iBook and game options even educational. So you are ahead of the curve and don't realize it!
Now one small side point in your article is not true. It is incredibly easy to get pics and video into your computer, you meant laptop or desktop right? ... If you use iPhoto: Plug-in via USB you phone or camera, click import choose select all save to an album, if you have iCloud set up that album is automatically saved to your other I-devices, done! I'm surprised you weren't aware of that do you use a PC? If the photos were taken on your iPad there is a similar process.