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  • Apple Will Soar After Solving This One Problem  [View article]
    What I really want is some of the features of an iPad on my MBP. Touch screen (Apple essentially drove the market to touch and yet Microsoft leads by allowing it on Notebooks and in the surface). And LTE. Yes I can tether my phone... but why not just whip out my MBP and go...
    Nov 24, 2015. 06:55 PM | Likes Like |Link to Comment
  • Apple Will Soar After Solving This One Problem  [View article]
    agree, that would be interesting. Except there are few commercial applications that only run on Windows. I use one, MSFT Project.
    Nov 24, 2015. 06:52 PM | 1 Like Like |Link to Comment
  • Apple Will Soar After Solving This One Problem  [View article]
    Agree, unless the iPad Pro has a bit more differentiated interface and the machine gets some apps to make it more of a business machine
    Nov 24, 2015. 06:50 PM | Likes Like |Link to Comment
  • Dirt Cheap Stock Of The Week: AXT, Inc.  [View article]
    Is AXT positioned to supply substrates used for LiDAR?

    Once this begins to ramp that could be a huge beneficiary it would seem.
    Nov 14, 2015. 10:35 AM | Likes Like |Link to Comment
  • Ford execs point to highlights on earnings call  [View news story]
    If the actual tax rate is 33% vs 34% estimated, then Ford paid lower taxes. So why is it being reported that the reason for the miss is because of taxes?
    Oct 27, 2015. 12:15 PM | 4 Likes Like |Link to Comment
  • GM to cut 500 jobs at small-car plant in Michigan as sales struggle  [View news story]
    I wish the government would increase gasoline tax and use the funds for infrastructure, and stop subsidizing Ethanol, which drives up food costs and pollutes the environment. The result would be more fuel efficient cars, better roads, less pollution, and better steaks. Unfortunately farmers would suffer.
    Oct 23, 2015. 07:15 PM | 7 Likes Like |Link to Comment
  • Weighing The Week Ahead: Will Soft Economic Data Confirm The Commodity Price Story?  [View article]
    Another consideration and opportunity is regional investing. DShort provides the weekly snapshot, but there is a dearth of analysis of why things moved, and whether there are opportunities in one market vs another.
    Aug 2, 2015. 12:08 PM | Likes Like |Link to Comment
  • American Airlines Beats Q2 Earnings Estimates As I Expected - It's Time To Buy  [View article]
    It is unclear whether AAL will have a hedging program going forward. I assume no. Which really is not a problem since it is simple to create a hedge by buying OIL as a hedge against the impact of crude pricing impacting AAL.
    Jul 26, 2015. 09:30 AM | Likes Like |Link to Comment
  • Will Apple Unleash iOS Multitasking At WWDC?  [View article]
    yes, people hate Windows 8.. .but that is a three old OS, people like the one that came out two years ago much better, 8.1, and the new Windows 10 is much better. I agree people are not going to whip put a notebook for a map, but that is not the point. And the touch screens are far from a gimmick, the smart phone has proven that.

    The thesis is that people have learned an intuitive UI using IOS devices, so why force people to have a different experience on a Mac. If it was consistent, predictable and intuitive experience with IOS it would be very natural. These are the foundational mission that Jobs had for Apple. Tie the eco-system together, make everything available everywhere, make it work a consistent way, rather than force people to learn a different UI, with different features.
    Jun 8, 2015. 09:02 AM | 1 Like Like |Link to Comment
  • Amazon's Dirty Little Secret, Free Same Day Delivery Isn't Free  [View article]
    Isn't there a sales tax vs one day shipment issue? Will AMZN have to warehouse in state, and as a result pick up a tax liablity effectively wiping out the net margin?
    Jun 8, 2015. 08:51 AM | Likes Like |Link to Comment
  • Amazon's Dirty Little Secret, Free Same Day Delivery Isn't Free  [View article]
    Amazon had been working on a speculative shipping model where they would ship items (but not assign a final address), have a bar code, it would move through the system, and the final address would not be assigned until the package was at the final distribution point ready to be loaded on a route truck. It would only work with high volume, predictable items, but would add no cost. It seems they could probably load 1/3 to 1/2 of daily ship volume this way.

    Are they still using this model?
    Jun 7, 2015. 03:36 PM | 2 Likes Like |Link to Comment
  • Will Apple Unleash iOS Multitasking At WWDC?  [View article]
    I find it disappointing that OSX is not going to get more of the IOS features. Why not have LTE on a Mac, touch screens, Touch ID, GPS, and allow all Apps to be emulated on a Mac, and allow preferences on various devices to have continuity across the platforms. Why not allow things to work intuitively, consistently, seamlessly.
    Jun 6, 2015. 02:12 PM | 2 Likes Like |Link to Comment
  • 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
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