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  • Making 500K Is Not Selling 500k: Tesla's Achilles Heel?  [View article]
    With this statement you are ruling out that this is the future direction of the auto industry. Saying that there will be no profits is short sited, and as others join tesla the economies of scale of production will allow for profit, just not the margins that a new technology enjoys. Tesla is preparing for this, by making sure they'll be able to transition from limited production with higher profit to higher production with slimmer profits. This will be necessary especially given all the traditional auto manufacturers joining in.

    Tesla still will have an advantage given their investments in batteries and infrastructure, but for those who think a 10x increase in production will
    Dec 22, 2015. 12:08 PM | 4 Likes Like |Link to Comment
  • Google/Alphabet adds Chicago and L.A. to list of potential Fiber cities  [View news story]
    come on Pittsburgh! I'm north & only have 1 TV option... or they could just buy my little cable Co, though it probably wouldn't be that profitable for a company of that size to care.
    Dec 9, 2015. 03:31 AM | 2 Likes Like |Link to Comment
  • American Eagle Outfitters higher after boosting guidance  [View news story]
    I'm thinking that they must have licensing deals with college sports teams or something & adding AE's scale will allow it to be profitable.
    Nov 4, 2015. 11:47 AM | Likes Like |Link to Comment
  • Bloomberg: How Bad Will It Get For American Express  [View news story]
    Quality is one of the main reasons I was first sold on costco. They have a average 15% margin that I know means on a per-unit basis, it will always be a great price... but also they are honest on what they're offering, savings are passed to consumers. I typically get their organic meats, but would trust anything there. He was trying to reassure his shareholders with the ketchup analogy, that they are doing what's best for the bottom line. Although the Amex is a great card for services they offer, I'm sure Costco will make sure the new visa offering is competitive with the pervious card.
    Amex must have made the costs so expensive that it was not worth the benefits they offered. Costco will probably have trouble converting all the existing base to the new cards, and even given that, their math still makes financial sense.
    My thought is that maybe they feel that eventually visa will allow for a higher take rate for their card, given that they probably have easier credit standards when compared to Amex.
    Oct 16, 2015. 11:23 AM | 2 Likes Like |Link to Comment
  • Google launches Android Pay, considers bringing Fiber to three more cities  [View news story]
    From what I remember from the original announcement the big changes from Google wallet to Android Pay were increased security (although maybe not Apple pay / Samsung pay level security because of the shear # of different handsets it will support), tokenization of transaction data to make none of your actual information being sent, and support for fingerprint readers instead of pins/passwords (if you're phone is equipped with one).

    Otherwise they are using a lot of similar back end software & existing agreements struck by wallet & purchasing softcard from the carriers.
    Sep 14, 2015. 02:39 PM | Likes Like |Link to Comment
  • Sergio Marchionne fires up Fiat-GM merger talk again  [View news story]
    I like the idea of VW as I also believe they are more complementary & do not overlap as much. The other one I could see as a good fit would be Mazda, they would slot below the alpha brand but still retain a sporty image, and they could share their 'skyactive' engineering to help improve the fuel efficency of all their brands to meet the ever increasing government standards.
    Aug 31, 2015. 11:00 AM | 2 Likes Like |Link to Comment
  • Google to set life sciences team free within Alphabet  [View news story]
    I agree, they are running the business in a way that will increase the breadth of their reach, which should result in many successful businesses (and maybe there will be a few duds by investors standards) but overall positive.

    The people who want google to do search and nothing else want to make a profit now even if not investing means the company dies as profits from search advertising dwindle as they cannot be sustained forever. There are plenty of stocks, if you don't like how management runs the company, get something else.
    Aug 21, 2015. 08:50 AM | 10 Likes Like |Link to Comment
  • SoftBank President takes massive stake in company  [View news story]
    well to be fair, they might want to sell it at some point in the future, but they have committed back to sprint and want to fix it (most likely to gain back their investment before selling)... or they still have hope to purchase T-Mobile then keep the combined telecom.
    Aug 19, 2015. 11:14 AM | Likes Like |Link to Comment
  • 3 Metrics Explain Why Sprint Could Go A Lot Lower  [View article]
    A couple points that are not factored in here is that sprint purchased clearwire, which along with a massive (capital intensive) rip-&-replace network overhaul, fully explain the increase in debt. Also now that softbank owns ~80%, we are only trading 20% of the company. To say that it is the same company as it was in 2011 just because their revenue is similar, is an unfair statement. Now I am not saying it's worth more than your saying, just pointing out that it requires a whole lot more analysis. They went from having no LTE coverage, abysmal 3G & still carrying 2 networks before they shut down Nextel; to now having a competitive network. Free cash flow was there while they did nothing, but if they wouldn't have spent to upgrade, they DEFINITELY would have died.
    Jul 13, 2015. 12:14 PM | 9 Likes Like |Link to Comment
  • WSJ: Google phone service to launch as soon as tomorrow  [View news story]

    You are apparently missing the point that Google is trying to do with the service. They will be using WiFi and 2 different networks to route calls and data. This will require a phone that has the ability to connect to many different spectrum bands and possibly using different technologies (at least for 3G) and if I remember right, they want to work on hand-off's to & from WiFi. They will need control over the device software to provide quick updates, and this is most likely the reason they are using the nexus 6.

    The lessons learned about how and where people use their phones, as well as how to integrate macro networks and WiFi will help Google in future builds of android add well as helping the carriers learn to manage their networks better.

    For Google, they want people to consume more Internet, because it makes them more money on the back end, and if they can get the cost/GB down in the industry... they could profit.
    Apr 22, 2015. 12:09 AM | 6 Likes Like |Link to Comment
  • Sprint up premarket; testing home delivery of new phones  [View news story]
    They are starting in places where their network is substantially complete in all 3 frequency bands (800/1900/2600Mhz) and it is to give people a 1-on-1 with a rep to set up the device as well.
    Hopefully we hear something about their expansion plans during their next earnings call.
    Apr 13, 2015. 10:19 AM | 5 Likes Like |Link to Comment
  • This Data Gives Sprint's Future A Fighting Chance  [View article]
    Some things take time, son knows this. The network must improve before he can do anything, and that is getting near complete and now adding capacity @ 2600MHz, which should help data speeds. If he would have sank more money than sprint spent over the last year it would've only marginally increased the speed of the buildout. He's a shrewd business man, and if it would've resulted in a good return on investment, he would've already done it.

    Sprint is a long play that creates synergies with his own mobile business, and will eventually make both companies more profitable.
    Feb 16, 2015. 03:57 PM | 3 Likes Like |Link to Comment
  • Sprint (S +0.6%) raises its offer for Clearwire (CLWR +1.7%) to $5/share, well above Dish's (DISH -2%) $4.40/share tender offer. Clearwire's special committee is endorsing the offer (reversing its prior recommendation for Dish's bid), and is rescheduling a shareholder vote set for June 24 to July 8. Clearwire shares are halted; Dish's have spiked lower. Will Charlie Ergen return fire?  [View news story]
    As others have speculated, Dish is looking to be brought to the negotiating table about a spectrum hosting deal that will benefit Dish. Sprint (should) sell excess capacity to dish, and agree to host their network, but only with terms that are beneficial to sprint as well as dish. I do not see a reason someone would want to use dish's satellite TV service, but with a competitive LTE network they would give some unique options for watching TV programming, but will people want dish controlling the content of the internet they provide... only time will tell.
    Jun 20, 2013. 10:51 PM | Likes Like |Link to Comment
  • Clearwire's (CLWR +0.5%) board plans to endorse Dish's (DISH -3.9%) $4.40/share tender offer and postpone a Thursday shareholder vote on majority owner Sprint's (S -0.1%) $3.40/share buyout offer, the WSJ reports. The reports comes two days after Sprint gave its support to SoftBank's (SFTBF.PK) revised offer for the company, and set a June 18 deadline for Dish to make its final offer. Sprint and Dish have been arguing over the legality (I, II) of Dish's bid for Clearwire. (previous[View news story]
    As long as sprint still has clearwire, I see no problem letting Dish purchase a strategic amount of shares and help fund the LTE roll-out. Dish wants different things out of their purposed LTE network, as they want to have streaming video from their satellite service available everywhere. Clearwire can host this spectrum and provide extra capacity where needed, while still helping sprint offload capacity at the same time.
    That being said, I would still rather sprint buy clearwire outright as they would be much more aggressive with their plans for the spectrum if they did not have to pay usage-based rates, which will limit clearwire's use for now.
    But if this allows sprint to bid on the 600Mhz spectrum without government involvement, it may be a blessing in disguise. Sprint could always buy clearwire outright at a later date, but they will almost certainly pay much more for the company... In this way, matching dish may be the best option. (or bidding dish up and sprint cashing out and purchasing more spectrum elsewhere!)
    Jun 13, 2013. 01:16 PM | Likes Like |Link to Comment
  • Ford (F) says it will pass its full-year record for hybrid sales this month as demand for the new C-Max and electric Fusion looks strong. In April, the automaker delivered 35,034 Fusion hybrids compared to the 3,257 Camry and 19,889 Prius hybrids Toyota moved. What to watch: Analysts are still bickering over the impact of lower gas prices on hybrid demand heading into the summer, but Ford appears poised to grab even more hybrid market share.  [View news story]
    I thought the numbers seemed a little off, but I still think that ford has some of the best looking hybrids. The cost of gas going down is not going to affect the sales of hybrids in the future as much as it did in the past. Why? Because they are not as cost prohibitive anymore, as well as people realizing that fuel can always go up, and any temporary relief at the pump will not last indefinably. As more hybrids get made, the economies of scale make the components less expensive per unit, and as companies build more they will improve the technology. Now, I realize that they will always cost more than their standard engine counterparts, but the cost will not be astronomical and more and more people will opt for the higher MPG. Also, do not discount the effect of people becoming more and more environmentally conscious, especially in other markets across the world.
    May 4, 2013. 11:39 AM | Likes Like |Link to Comment