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kirk otis

kirk otis
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  • 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 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 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 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 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 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 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 09:04 AM | Likes Like |Link to Comment
  • Why Alcatel Lucent's Slowdown Is Temporary [View article]
    change the market yes, but will they really generate any margin for the NEPs?

    in fact they will reduce the macro cell sales which is where the proprietary advantage ALU and ERIC is...
    Sep 6 08:59 AM | Likes Like |Link to Comment
  • Apple's Payments Platform May Be Ready To Roll [View article]
    Tumbleweed, can you provide a link to the picture?
    Sep 1 09:09 AM | Likes Like |Link to Comment
  • Apple's Payments Platform May Be Ready To Roll [View article]
    If true, who would supply the NFC chip? Apple, NXP?
    Maybe the play here is NXP.

    What role does the iWatch have in this? THe comments mention it, but do not tie it to payments. It would be a great location for NFC connectivity. Imagine using something like a hand to get payment authentication rolling and even using it to collect data at the gym off of a cross trainer.

    The problem I see however is that to be successful in the market the use must be ubiquitously available, otherwise retailers will be reluctant to deploy. Google could make this happen with their 75-80% share, but Apple's 20% share does not seem all that compelling. That being said, I would not be surprised that Apple's 20% share does 50% of retail purchases... has there been research into this. The reason I ask is that personally I rarely see Android phones despite their share leadership. Is it me? Or is it primarily used by the under 24 crowd and the half of the world that can't afford to spend in the consumerist society the rest of us waste our money in?
    Sep 1 08:23 AM | Likes Like |Link to Comment
  • Why GM Is Still A Buy [View article]
    funfun, I agree. But the buying public seems to look past that, and thus earnings will not be impacted going forward. Provided that whole attitude within GM is not systemic and the known problems are only the tip of the iceberg. Memory will be short and investors will not ignore the earnings and the dividend.
    Aug 28 08:31 AM | 3 Likes Like |Link to Comment
  • Why Alcatel Lucent's Slowdown Is Temporary [View article]
    agree, not temporary. ALU is not well positioned in Europe as it hits the LTE deployment curve. GM is poor. Small cell margins will be challenged.

    Bright area is core routing.

    But bankruptcy and liquidation is not possible given European law. There is no such provision that allows an orderly process.... Realtor_k, you are thinking of US law.
    Aug 27 08:47 AM | Likes Like |Link to Comment
  • Why Alcatel Lucent's Slowdown Is Temporary [View article]
    ALU is getting a huge portion of its margin from the US LTE deployment. How long will this continue, as we all know, the US is far ahead in deployment. But I am concerned that ALU is not positioned well for deployments in Europe. What does the LTE picture look like over the next 5 years. Will ALU participation recover significantly in Europe?


    Also the GM is troubling. ALU is generating cash by selling businesses and in the end will have to run the retained businesses, and what is being retained does not appear to have strong margins. Is there a path that improves margins? Small cell is part of the problem. Good revenue, poor margins.
    Aug 27 08:43 AM | Likes Like |Link to Comment
  • Apple Adopting This Mobile Payment Technology Will Be A Game-Changer [View article]
    they have entirely different functions, don't get these mixed up.

    NFC is financial and must be secure, and less (but enough) range is good... plus you want it off when you are not in a transaction mode

    iBeacon is location based and in essence open, and longer range is good plus you want it on all the time (at least the retailer does)...
    Aug 12 09:31 AM | Likes Like |Link to Comment
  • Apple Adopting This Mobile Payment Technology Will Be A Game-Changer [View article]
    Apple should offer the consumer with a 1% rebate that can be used only on Apple products which will lock them in.... imagine that, make money by extending credit, collecting the fee (and keeping 1% as a "rebate"), then make money again by giving people their money back...
    Aug 7 08:04 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
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