dtrader's Comments dtrader's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/126461/comments Garmin Plans to Launch Android Phone http://seekingalpha.com/article/172841-garmin-plans-to-launch-android-phone?source=feed#comment-758246 758246
I disagree with your characterization of Googles navigation as sub-par. I have watched their video and everything about their navigation system looks superior not inferior to Garmin's, to me.

I disagree with your assertion with GPS software you necessarily need hardware (antenna, LNA, etc.) but agree that GPS reception on a cell phone might be a key issue. For me this might be Googles key issue with their GPS navigation but the jury's still out until we see how it performs in the market.


On Nov 12 03:57 PM sports528 wrote:

> @dtrader - Just because Andriod can do GPS navigation, does not mean
> it is built in and all-inclusive, its just like an app on every other
> phone. Garmin would not replace its GPS for a sub-par navigation
> from Google, but rather replace it with their 'app'. What you mentioned
> made no sense. With GPS software, you need hardware (antenna, LNA,
> etc.). So instead of using Google's software and online maps, they
> use their own SW and stored maps along with their customized GPS
> hardware (since they built the phone).]]>
Fri, 13 Nov 2009 05:34:36 -0500
I disagree with your characterization of Googles navigation as sub-par. I have watched their video and everything about their navigation system looks superior not inferior to Garmin's, to me.

I disagree with your assertion with GPS software you necessarily need hardware (antenna, LNA, etc.) but agree that GPS reception on a cell phone might be a key issue. For me this might be Googles key issue with their GPS navigation but the jury's still out until we see how it performs in the market.


On Nov 12 03:57 PM sports528 wrote:

> @dtrader - Just because Andriod can do GPS navigation, does not mean
> it is built in and all-inclusive, its just like an app on every other
> phone. Garmin would not replace its GPS for a sub-par navigation
> from Google, but rather replace it with their 'app'. What you mentioned
> made no sense. With GPS software, you need hardware (antenna, LNA,
> etc.). So instead of using Google's software and online maps, they
> use their own SW and stored maps along with their customized GPS
> hardware (since they built the phone).]]>
Garmin Plans to Launch Android Phone http://seekingalpha.com/article/172841-garmin-plans-to-launch-android-phone?source=feed#comment-756721 756721
So Garmin's strategy is to put Android on their phone so customers won't need Garmin's premium GPS.

Hmm, first time I think I've seen a business helping the competition so unabashedly help to put nails in their own coffin.

Oh well, maybe they have some secret strategy? Maybe they're thinking of surprising Google with introducing a better search engine.]]>
Thu, 12 Nov 2009 07:30:37 -0500
So Garmin's strategy is to put Android on their phone so customers won't need Garmin's premium GPS.

Hmm, first time I think I've seen a business helping the competition so unabashedly help to put nails in their own coffin.

Oh well, maybe they have some secret strategy? Maybe they're thinking of surprising Google with introducing a better search engine.]]>
Federal Express Worth 25 P/E? I Don't Get It http://seekingalpha.com/article/162646-federal-express-worth-25-p-e-i-don-t-get-it?source=feed#comment-687073 687073 Wed, 23 Sep 2009 03:56:19 -0400 GM expects Volt to get at least 230 mpg for city driving, more than four times the mileage of Toyota's (TM) hybrid Prius. "EPA labels are a yardstick for customers to compare the fuel efficiency of vehicles. So, a vehicle like the Volt that achieves a composite triple-digit fuel economy is a game-changer," CEO Fritz Henderson says. http://seekingalpha.com/news/market_currents/post/30271?source=feed#comment-624709 624709

On Aug 11 09:41 AM coloneldebugger wrote:

> the volt also has a gasoline engine. it's not a pure electric car,
> just a plug in hybrid.]]>
Tue, 11 Aug 2009 10:00:30 -0400

On Aug 11 09:41 AM coloneldebugger wrote:

> the volt also has a gasoline engine. it's not a pure electric car,
> just a plug in hybrid.]]>
GM expects Volt to get at least 230 mpg for city driving, more than four times the mileage of Toyota's (TM) hybrid Prius. "EPA labels are a yardstick for customers to compare the fuel efficiency of vehicles. So, a vehicle like the Volt that achieves a composite triple-digit fuel economy is a game-changer," CEO Fritz Henderson says. http://seekingalpha.com/news/market_currents/post/30271?source=feed#comment-624658 624658
One should be comparing the total cost of owning and operating a Volt vs whatever...]]>
Tue, 11 Aug 2009 09:30:50 -0400
One should be comparing the total cost of owning and operating a Volt vs whatever...]]>
Amazon Goes Shopping, Zappos Is a Good Fit http://seekingalpha.com/article/150729-amazon-goes-shopping-zappos-is-a-good-fit?source=feed#comment-599231 599231
Time will tell. ]]>
Thu, 23 Jul 2009 09:18:19 -0400
Time will tell. ]]>
Schrodinger's Mark-to-Market Law of Dead Cats http://seekingalpha.com/article/129281-schrodinger-s-mark-to-market-law-of-dead-cats?source=feed#comment-450474 450474
Changing mark to the mark is probably like going back to the future but in reverse forward to the past.

Sorry I don't have the time to discuss my perspective on mark to the mark right now but some of us actually still have a job thank God and I better not be late. Maybe I'll be able to find some time later to make some comments.]]>
Fri, 03 Apr 2009 07:27:36 -0400
Changing mark to the mark is probably like going back to the future but in reverse forward to the past.

Sorry I don't have the time to discuss my perspective on mark to the mark right now but some of us actually still have a job thank God and I better not be late. Maybe I'll be able to find some time later to make some comments.]]>
Leveraged ETFs: Handle with Care http://seekingalpha.com/article/127365-leveraged-etfs-handle-with-care?source=feed#comment-436875 436875
"What Are They?

Like many traditional index ETFs, leveraged market cap ETFs offer a simple way to get exposure to broad US market indexes, in this case defined by market cap (small cap, midcap or large cap stocks).
But unlike traditional index ETFs, these ETFs provide double the performance of a traditional index. So if the S&P 500 rises by 1%, for example, the ProShares Ultra S&P500 ETF (SSO) would rise by 2%.
Leveraged ETFs are able to do this by using by options and futures contracts. Because futures provide leverage (more exposure than the actual cash invested), ETFs that use futures contracts have uninvested cash, which they usually park in interest-bearing bonds. The interest on the bonds is used to cover the expenses of the ETF and to pay dividends to the holders."


No mention that after one day ProShares and the others say all bets are off on 2x and 3x ETF's and that the deviation from the 2x and 3x can be as much 40% to 50% within several months. This charade shouldn't be allowed to go on with the public unknowingly getting into something that will be very costly for them after a short period of time.

Kevin you should be going after ProShares and others and not be giving them a free pass. If they can actually put out a product that is 2x and 3x these indices I love it but as this is it is not and is dangerous because it is not what people think it is.

Of course if this is allowed I propose you and I start a 10x ETF that tucks away in a disclaimer somewhere this is only valid on Tuesday's and Thursdays between 12:00 and 12:15 if there is a full moon. ]]>
Mon, 23 Mar 2009 13:22:45 -0400
"What Are They?

Like many traditional index ETFs, leveraged market cap ETFs offer a simple way to get exposure to broad US market indexes, in this case defined by market cap (small cap, midcap or large cap stocks).
But unlike traditional index ETFs, these ETFs provide double the performance of a traditional index. So if the S&P 500 rises by 1%, for example, the ProShares Ultra S&P500 ETF (SSO) would rise by 2%.
Leveraged ETFs are able to do this by using by options and futures contracts. Because futures provide leverage (more exposure than the actual cash invested), ETFs that use futures contracts have uninvested cash, which they usually park in interest-bearing bonds. The interest on the bonds is used to cover the expenses of the ETF and to pay dividends to the holders."


No mention that after one day ProShares and the others say all bets are off on 2x and 3x ETF's and that the deviation from the 2x and 3x can be as much 40% to 50% within several months. This charade shouldn't be allowed to go on with the public unknowingly getting into something that will be very costly for them after a short period of time.

Kevin you should be going after ProShares and others and not be giving them a free pass. If they can actually put out a product that is 2x and 3x these indices I love it but as this is it is not and is dangerous because it is not what people think it is.

Of course if this is allowed I propose you and I start a 10x ETF that tucks away in a disclaimer somewhere this is only valid on Tuesday's and Thursdays between 12:00 and 12:15 if there is a full moon. ]]>
AIG: An Attractive Buy, If... http://seekingalpha.com/article/99610-aig-an-attractive-buy-if?source=feed#comment-281109 281109
Why? For one reason I am skeptical that the non-insurance assets that they want to sell to pay off their losses in CDO's and the loans from the gov't will not be enough. This would lead to the selling of their prize assets that u r relying on in ur argument to resurrect AIG as a viable insurance entity.

U have seemed to buy into managements argument which on the surface can be a compelling story. The trouble is that new management is trying to put a positive spin on their actions to right the ship which is predictable but not always as accurate as they would have one believe.

U and I really do not have the access to see inside this company to see how deep their money problems go. It is possible that management itself still cannot figure it out so I'm not so sure u should be painting a rosy picture at the end of the tunnel until it is clearer on how deep their financial problems go.

Another indicator is that all private equity that could buy AIG as a whole if they believed what you do have shown no interest in the firm as a whole just cherry picking some of better assets at fire sale prices.

Good luck with ur speculation but my instinct tells me to wait until I see more evidence that those insurance assets will be there in the longer run.]]>
Mon, 13 Oct 2008 07:36:14 -0400
Why? For one reason I am skeptical that the non-insurance assets that they want to sell to pay off their losses in CDO's and the loans from the gov't will not be enough. This would lead to the selling of their prize assets that u r relying on in ur argument to resurrect AIG as a viable insurance entity.

U have seemed to buy into managements argument which on the surface can be a compelling story. The trouble is that new management is trying to put a positive spin on their actions to right the ship which is predictable but not always as accurate as they would have one believe.

U and I really do not have the access to see inside this company to see how deep their money problems go. It is possible that management itself still cannot figure it out so I'm not so sure u should be painting a rosy picture at the end of the tunnel until it is clearer on how deep their financial problems go.

Another indicator is that all private equity that could buy AIG as a whole if they believed what you do have shown no interest in the firm as a whole just cherry picking some of better assets at fire sale prices.

Good luck with ur speculation but my instinct tells me to wait until I see more evidence that those insurance assets will be there in the longer run.]]>
Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/97491-wall-street-breakfast-must-know-news?source=feed#comment-266117 266117
Honestly I know he made that comment but the context was probably in reference to the CDO's etc.

As long as ur long options the only risk u run is the premium u paid. That gives them less risk or at least a known fixed maximum risk before u enter a position.

Naked short options pose a high risk where u can loss more than u have in ur account.

People who want to short options can use credit spreads to protect their positions and risk.
]]>
Fri, 26 Sep 2008 13:17:09 -0400
Honestly I know he made that comment but the context was probably in reference to the CDO's etc.

As long as ur long options the only risk u run is the premium u paid. That gives them less risk or at least a known fixed maximum risk before u enter a position.

Naked short options pose a high risk where u can loss more than u have in ur account.

People who want to short options can use credit spreads to protect their positions and risk.
]]>
AIG Downgrades Should Create an Endgame http://seekingalpha.com/article/95622-aig-downgrades-should-create-an-endgame?source=feed#comment-255641 255641 Tue, 16 Sep 2008 06:33:31 -0400 AIG Downgrades Should Create an Endgame http://seekingalpha.com/article/95622-aig-downgrades-should-create-an-endgame?source=feed#comment-255639 255639
The ineptitude of the CEO's and the Board of Directors should also be looked into. Some of it borders criminal if u ask me.]]>
Tue, 16 Sep 2008 06:23:24 -0400
The ineptitude of the CEO's and the Board of Directors should also be looked into. Some of it borders criminal if u ask me.]]>
AIG Downgrades Should Create an Endgame http://seekingalpha.com/article/95622-aig-downgrades-should-create-an-endgame?source=feed#comment-255617 255617
But I didn't want to get hung up talking about short rules when today the the country will be facing a financial catastrophy of unkown proportions that could bring our financial systems and the worlds to a halt if no solution is found today and AIG declares bankrupcy on Wednesday. The $75 billion AIG is looking for as a bridge loan is just small potatos if AIG goes into bankrupcy and their credit rating is downgraded again forcing trillions of dollars of swaps held by AIG to be unwound and virtually bringing the financial system to a halt.

Kinda sounds like the day the world stood still. Let's hope it doesn't come to that.

Should be an interesting next couple of days. ]]>
Tue, 16 Sep 2008 05:07:19 -0400
But I didn't want to get hung up talking about short rules when today the the country will be facing a financial catastrophy of unkown proportions that could bring our financial systems and the worlds to a halt if no solution is found today and AIG declares bankrupcy on Wednesday. The $75 billion AIG is looking for as a bridge loan is just small potatos if AIG goes into bankrupcy and their credit rating is downgraded again forcing trillions of dollars of swaps held by AIG to be unwound and virtually bringing the financial system to a halt.

Kinda sounds like the day the world stood still. Let's hope it doesn't come to that.

Should be an interesting next couple of days. ]]>
Political Energy Policy Just for Laughs http://seekingalpha.com/article/94975-political-energy-policy-just-for-laughs?source=feed#comment-251532 251532
I am astonished that NGV's are not discussed more about the potential impact it could have with a minimal effort and work on our consumption of oil.

Sure there are many things to be discussed about the best ways to implement everything but the technology is ready now and is being used in a small scale in this country and around the world but would have a very substantial impact for individuals and the country if we got together and did this on a large scale.

First, I think the country needs to become informed about what NGV's are all about and how this could be the simplest, most effective and quickest way to change our gasoline consumption and save money too!

Hopefully the media, a celebrity, the government, business or maybe even the politicans in this election will be start to make some noise about the potential with this and lets see if Americans want to show oil
we no longer have to be at their mercy.

Here's one hyperlink I found informative about NGV's from Canada, there are more just need to do some internet searches.

www.uniongas.com/about...]]>
Thu, 11 Sep 2008 10:21:01 -0400
I am astonished that NGV's are not discussed more about the potential impact it could have with a minimal effort and work on our consumption of oil.

Sure there are many things to be discussed about the best ways to implement everything but the technology is ready now and is being used in a small scale in this country and around the world but would have a very substantial impact for individuals and the country if we got together and did this on a large scale.

First, I think the country needs to become informed about what NGV's are all about and how this could be the simplest, most effective and quickest way to change our gasoline consumption and save money too!

Hopefully the media, a celebrity, the government, business or maybe even the politicans in this election will be start to make some noise about the potential with this and lets see if Americans want to show oil
we no longer have to be at their mercy.

Here's one hyperlink I found informative about NGV's from Canada, there are more just need to do some internet searches.

www.uniongas.com/about...]]>
Friday Outlook: Commodities, Emerging Markets http://seekingalpha.com/article/81229-friday-outlook-commodities-emerging-markets?source=feed#comment-185912 185912
BTW the the gas/oil crisis was in '73 and '74]]>
Sun, 15 Jun 2008 12:31:20 -0400
BTW the the gas/oil crisis was in '73 and '74]]>
Friday Outlook: Commodities, Emerging Markets http://seekingalpha.com/article/81229-friday-outlook-commodities-emerging-markets?source=feed#comment-185856 185856
Anyway, I agree with u just not the quote or the use of it.

I just hope in the future i don't read articles with u quoting Bushisms and saying how prophetic he was....

Regards... ]]>
Sun, 15 Jun 2008 10:54:00 -0400
Anyway, I agree with u just not the quote or the use of it.

I just hope in the future i don't read articles with u quoting Bushisms and saying how prophetic he was....

Regards... ]]>