Seeking Alpha

kirk otis

kirk otis
Send Message
View as an RSS Feed
View kirk otis' Comments BY TICKER:
Latest  |  Highest rated
  • American Airlines Group - Rolling Out The Boeing 787 Dreamliners [View article]
    I don't understand why AAL would not now begin to hedge. Seems that now would be a much better time to do so, than to wait for the spot price to go up. What is the logic? They sell tickets ahead (and thus are locked in on the rev), and are exposed on the fuel side.
    May 25, 2015. 10:18 AM | Likes Like |Link to Comment
  • Apple: We May See 3 New iPhones In September [View article]
    I use google voice and it does nothing like I outlined. I am unable to run apps on my desk phone that handoff to my iPhone with GV. I am unable to dial using my iOS Contacts within GV. I do not have a GV device on my desk, can't buy one, and GV does not provide HD Voice like FaceTime Voice does.

    I already get international dialing via a VoIP service I am involved with, that is not the point.

    And I don't want another DND, what I want is a business presence, a personal presence and a junk line on a single device. Currently it is a hasle to dial out on a different DND, I want it to be simple, automatic.
    May 4, 2015. 10:08 PM | 1 Like Like |Link to Comment
  • Apple: We May See 3 New iPhones In September [View article]
    The phone I want to see is a desk phone. I make most of my calls via a mobile phone because the numbers are there, and the caller ID I leave behind allows the other party to reach me, but if the numbers were also on my desk phone I would use it, plus such a device can have the apps I would use at my desk. Its a natural, and it would allow Apple to use FaceTime intelligently, build extensions for CRM, Unified Communications applications and ERP. And with the interaction with OS X via keychain over iCloud the mac would have a compelling offer in the enterprise market. Ultimately what I want is 3 numbers, a work number, a personal number, and a junk number. Apple can support this... we just need to get three personalities on the iPhone.
    May 4, 2015. 10:22 AM | 19 Likes Like |Link to Comment
  • 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