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kirk otis

kirk otis
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  • Notes On Cars (And Apple) [View article]
    Apple must do something. The market cap canotes a continuation of the margin into the future, to do so, they must maintain the margin and growth, but smart phones are reaching saturation, the growth is declining, and the use period is expanding. Furthermore, the differentiation is eroding putting pressure on margins. To counter this, Apple must find markets where they can make a sizable (to the margins of Apple) impact. Apple is a consumer products company that focuses on making complex things intuitive. The auto market fits the bill. It would appear to be totally foreign, but in terms of the things Apple can bring to the equation: Battery tech, integrated systems, User Interface, design and autonomous systems Apple has a lot to offer.

    Tesla was able to bring a compelling product to market and had less capital available. And no company has more capital available then Apple!

    Not only can they enter this market. They must. And will they be successful? Look at the buzz this has created, people are not saying it is foolish, there is excitement.
    Mar 3, 2015. 09:39 AM | Likes Like |Link to Comment
  • Notes On Cars (And Apple) [View article]
    LiDAR can deal with chuckholes, sensor fusion systems can account for tail gaters and road rage, more precisely than drivers can.

    You will find that automated systems are safer than humans, but there is still a role for a driver.... as an overseer. After all, the other day I huge piece of steel fell off a truck full of junk, at 70mph. An automated system would not have seen it until it was in the air.

    I changed lanes in advance, and just kept on going.
    Mar 3, 2015. 09:30 AM | 2 Likes Like |Link to Comment
  • American Airlines Reports January Traffic And Raises Fuel Cost Guidance [View article]
    AAL trades at a forward P/E of 5.6 currently, and is at a discount to the other carriers.

    I see the estimates are for a big Q2. What drives that?
    Feb 17, 2015. 11:10 AM | Likes Like |Link to Comment
  • American Airlines Reports January Traffic And Raises Fuel Cost Guidance [View article]
    great idea.

    Allow regular sized people fly cheap, and fat ones pay for the americano sized seat.
    Feb 14, 2015. 08:01 PM | Likes Like |Link to Comment
  • American Airlines Reports January Traffic And Raises Fuel Cost Guidance [View article]
    Buy AAL and Buy OIL as a hedge since AAL has that exposure.
    Feb 11, 2015. 09:18 AM | Likes Like |Link to Comment
  • Does Microsoft Have More Growth Potential Than Apple? [View article]
    I agree. Buy both. Its not like they compete. Apple sells the iphone, ipad and hardware. No software. Apple sells to consumers. Most Mac users buy their office productivity software from the leader in software Microsoft.

    Microsoft sells a crappy OS, that needs to be rebooted regularly due to security holes, to 3rd parties to put on commoditized hardware and then sell the best in class office suite, largely on a subscription basis.

    It's and Apple and an Orange. Two different markets, two different business models .
    Jan 24, 2015. 09:46 PM | 1 Like Like |Link to Comment
  • Here We Go Again: No, Apple Will Not Replace Intel [View article]
    Windows, who does that? How many people do you know have windows running on their mac

    I think you mean office.
    Have you used a Mac? ever?
    Jan 17, 2015. 10:44 AM | Likes Like |Link to Comment
  • The Crash In Oil Prices Raises Questions And Opportunities For A Lifetime [View article]

    So what do you think the oil play is.... invest, in who? or wait? or run?
    Jan 10, 2015. 11:00 AM | 1 Like Like |Link to Comment
  • General Motors: A Risky Investment That Investors Should Avoid [View article]
    Not sure of the point of the article. That we should invest on minor markets and past earnings? I'll base my decisions on things that matter and on future earnings.
    Sep 28, 2014. 12:38 PM | 7 Likes Like |Link to Comment
  • Do The Math: Apple's Fiscal 2015 EPS To Rise (At Least) 25% [View article]
    Not sure if the bending is a feature or a fault. I would rather have it bend than break. Buildings bend, bridges bend. I want it to stay functional, and avoid cracking or distorting the screen. Is the issue whether they return to the original shape?
    Sep 24, 2014. 08:48 AM | 3 Likes Like |Link to Comment
  • Apple iPhone 6: The Good, The Bad, The Ugly [View article]
    Can you detail that information? I am not seeing that in the reported P&L. In fact, it appears to be the opposite. What is unclear to me is how they account for Applecare which may be an offset to warranty cost.
    Sep 24, 2014. 08:24 AM | Likes Like |Link to Comment
  • Apple: New B8 Chip To Start A PC Revolution [View article]
    So you agree that OSX is on ARM and has several different elements, and that the applications would have to be recompiled and in many instances code changed/optimized?

    Apple could go back, recode the elements that have changed so they run on ARM and then the compile could be seamless in some instances and the ports greatly facilitated.

    It would be interesting to know if Apple has an obligation / exclusive arrangement with Intel that would prohibit a port to ARM, or if Apple has relied on Intel proprietary interfaces that can not be easily abstracted.
    Sep 22, 2014. 06:33 PM | Likes Like |Link to Comment
  • Apple: New B8 Chip To Start A PC Revolution [View article]
    iOS large is OS X, and Apple did the port, changed the UI and branded it iOS. iOS shares some OS X frameworks such as Core Foundation and Foundation; however, the UI toolkit is Cocoa Touch rather than OS X's Cocoa, so that it provides the UIKit framework rather than the AppKit framework as a result it is incompatible with OS X applications. While iOS also shares the Darwin foundation with OS X, Unix-like shell access is not available for users and restricted for apps, making iOS not fully Unix-compatible.
    Sep 9, 2014. 10:20 AM | Likes Like |Link to Comment
  • Apple: New B8 Chip To Start A PC Revolution [View article]
    if apple were to put the A8 into their mini server... cutting the price point, and fix the problem they have with Windows clients on their domain server they would really have something. Same margin, 10x the unit volume. people could use the system to assure secure access, filtering, content management, back up in their homes and small businesses.... ie 90% of all businesses. SMB could use it as their primary server which would have the impact of greatly enhancing the benefit of cloud services and apps.
    Sep 6, 2014. 09:13 AM | 3 Likes Like |Link to Comment
  • Why Alcatel Lucent's Slowdown Is Temporary [View article]
    Yes, I aware of their GM, at 35% they have a long way to go....
    Sep 6, 2014. 09:04 AM | Likes Like |Link to Comment