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  • Google: Analyst Estimates And $630 Target Price [View article]
    "they do not show a minimum discipline in their expenses"

    They GOT burnt to a crisp buying NEST and this new news pretty much underlines it...
    Nov 24, 2014. 05:49 PM | Likes Like |Link to Comment
  • Google: Analyst Estimates And $630 Target Price [View article]
    Yes, I would rather short Google. They are going backwards now faster and faster.

    1. They are daily shedding more and more of their "bread and butter" desktop/laptop ad revenue. The new hot selling large screen iPhone 6 models are nothing but bad news for Google's mobile ad revenue...

    2. Google Panda and Penguin are killing off their good search engine results and more important the upset users! Just ask Matt Cutts if you can find him. Their plan to down-list small sites and FORCE small companies to buy Adwords blew-up in their face. Soon Google spiders will have NOTHING to index since everyone is "Googlebot nofollowing" their GOOD content to keep from falling farther in Google search.

    3. Their ad partners are now bailing out left and right...

    4. Google wallet is dying...

    5. Google+ has pretty much lost the battle with Facebook...

    6. They are pure EVIL...
    Nov 24, 2014. 05:41 PM | Likes Like |Link to Comment
  • Google: Analyst Estimates And $630 Target Price [View article]
    "If they start managing their expenses a bit better, they can double their profits in three years"

    The first thing they need to do is bring back Schmidt as CEO.

    Page is a kid in a candy store. He wastefully burns through the ad revenue that they could give to shareholders as a fat dividend. The Motorola Mobility buy/loss for 12.5b, Waze for 966mil, and NEST for 3.2b were painful to watch for shareholders.

    Look at all the pick-ups that have returned very little. Google is turning into another Microsoft. The only good ones were KeyHole(Google Maps), Android, and DoubleClick. And all were bought for a fair price under Schmidt's stable leadership.
    Compare Google to Apple's few pick-ups. I did not like the Beats pick-up but that will generate a lot of money during the holidays, unlike Nest.

    Somebody at Google needs to call-out Page on a lot of his very expensive long shot acquisitions.
    Nov 15, 2014. 06:20 PM | 1 Like Like |Link to Comment
  • Google Can Grow Forever, But Is It The Best Investment Right Now? [View article]
    You are forgetting that Android is a FREE OS that was basically designed as an ad platform and not a secure and stable OS.

    And the biggest advantage Android had for years was the large screen smartphones. That advantage ended a couple of months ago. On top of that, huge companies like eBay are dumping Google's mobile ads after they got hosed on ad revenue by Panda and Penguin down rankings.

    Android will not save Google and is not their ace in the hole. People are sick of their invasive software and shady practices. Maybe that is why the head of Google's search and spam team has taken extended leave and probably won't come back to Google, because he knows what is really going on.

    Nov 13, 2014. 10:34 PM | Likes Like |Link to Comment
  • Why Google Underperformed In 2014 [View article]
    Where do you live man?

    To start, they basically stole Apple's OS and phone design when Schmidt was there. They don't even make phones anymore. Do you even remember the Motorola mess that Page got them into? And how much did Page waste buying NEST?

    Their driverless car is now a total bust since Tesla/MoblieEye are killing them with a REAL driverless car now.
    Google Glass, and all the other projects are a running joke or smoke and mirrors designed to hook investors like you. And their dying ad revenue is the ONLY thing supporting these wacky "cry wolf" projects.
    And how is that new Google cure for cancer going? Funny they just announced that the day of the FaceBook report.
    Nov 13, 2014. 01:10 PM | 2 Likes Like |Link to Comment
  • Why Google Underperformed In 2014 [View article]
    Free cash flow?
    They are now altering their once great search results with panda and penguin to keep that free cash flow flowing. Their search results are rigged and get worse each day chasing more users to other search engines.
    I suggest you occasionally look under the hood of that free cash flow engine.
    Nov 13, 2014. 12:58 PM | Likes Like |Link to Comment
  • Why Google Underperformed In 2014 [View article]
    You can say the same thing about a lot of companies. And it seems investors like a company that make organic burritos a whole lot more than Google!
    Both are cult stocks that will crash like the Hindenburg! That will be a real show when it happens. Reserve your seats!
    Nov 13, 2014. 12:53 PM | Likes Like |Link to Comment
  • Why Google Underperformed In 2014 [View article]
    Yes, people don't realize that they bought their maps from KeyHole, and since than they have mucked it up. And most of their other apps and services have only gotten much worse. The worst now is their horrid search results after they mucked it up with panda and penguin.
    It seems they destroy everything that I once liked and used!
    Nov 13, 2014. 12:48 PM | Likes Like |Link to Comment
  • Why Google Underperformed In 2014 [View article]
    Daily news like this below keeps the ad revenue from growing. Google better move out of ads and investors better wake up and learn what is really going on...
    Nov 12, 2014. 08:39 PM | Likes Like |Link to Comment
  • Did Apple Bully GT Advanced Technologies? [View article]
    "Some, so desperate for the sale, have agreed to below cost agreements that have put their company in bankruptcy"

    Remember Rubbermaid back in 1999? Wal-Mart drove them into bankruptcy and out of the U.S. Apple is becoming the Wal-mart of computers, smartphones, tablets with it's vendors.

    "... Suppliers like Rubbermaid once valued innovation and where the most admired U.S. company in 1994. Like Apple, they once valued good quality for American products, and they also valued skilled workforces. Wal-Mart, on the other hand, has really led a race to the bottom in the U.S. economy, where buyers have the motivation to cut costs and lower prices, but U.S. jobs, U.S. suppliers are irrelevant to that process..." "The original Rubbermaid had risen to enormous market share and profits by making Wal-Mart the near-sole distributor of its products—shifting away from a previous, years-long policy of diversifying its product distribution by using multiple retailers. At some point after it had become dependent upon Wal-Mart for almost all of its sales, Rubbermaid claimed that it needed to raise the retail price of its products by a small, single-digit percentage. Rubbermaid said that this price increase was needed to keep pace with operational costs and inflation, without sacrificing its legendary product quality. Despite Rubbermaid's insistence that it couldn't afford to stay in business without it, Wal-Mart—citing its strict commitment to its "everyday low price" (EDLP) policy, and language in their contract with Rubbermaid allowing it to control pricing—refused Rubbermaid's request. Rubbermaid's business collapsed shortly thereafter and was sold in a fire sale to Newell. " Source: Frontline

    Sound familiar to GTAT?

    Apple now mirrors Walmart on killing U.S. jobs/workforce (Mesa) and strong arming vendors. Investors no longer feel safe investing with Apple venders due to low confidence with Apple/vendor relationships...
    Nov 11, 2014. 03:26 PM | 3 Likes Like |Link to Comment
  • Here's How Sprouts Farmers Market Stacks Up To Competitors [View article]
    Sprouts, Traders, Gelsons and Whole Foods are on their way out in Orange County, CA.
    The store that is killing them ALL in SOCAL are the Mothers Markets opening everywhere in OC.
    The food selection is way better, cheaper, and with a bigger variety. And they also have a killer organic deli/restaurant that serves well priced meals, snacks, and drinks.

    I would wait until this store goes public and buy it, since the others cannot win against Mother better run stores. Check them out and compare.
    Oct 31, 2014. 02:41 AM | 1 Like Like |Link to Comment
  • Why Chipotle Mexican Grill Still Looks Interesting [View article]
    There are suckers born everyday that buy into the healthy organic food marketing. However, if you do your own research you will find that one of the main stable ingredients in most of their food served is rice. There is sides of black beans and rice, burritos stuffed with rice; etc.
    And yet people really don't look closely at what is in their food. Forget the bad China food news, worry about what is in your USA made burrito. This is why I avoid their rice intensive food menu...
    Oct 31, 2014. 02:25 AM | Likes Like |Link to Comment
  • Apple Pay, Partnerships And Software As Disruption [View article]
    "Why would any retailers align with a company with no prior POS delivery - this is not music."

    But e-commerce companies know Apple's super successful track record.

    If you remember, Apple totally wiped out both the record industry with the iPod/iTunes store and also the compact digital cameras with the release of the iPhone with the built-in camera that could use wi-fi to send the photos.
    How many compact disc players and compact digital cameras do you see being used today??? How is Kodak and the once powerful music industry doing? How many jobs were lost in those sectors?

    The e-commerce companies have plenty to worry about! You still like carrying writing pens? That is just another business sector that will disappear. Why even carry a pen anymore to sign receipts? And don't forget the wallet makers and bill receipt printers. They will lose tons of business if Apple Pay takes off.

    These companies know what is coming. It is just like the big three car dealers fighting Tesla tooth and nail.
    Oct 31, 2014. 02:08 AM | 4 Likes Like |Link to Comment
  • Apple Pay, Partnerships And Software As Disruption [View article]
    Your card(s) are already in software and databases that do automatic monthly payments and withdraws with your unprotected number floating in their employee laptops. The whole point of Apple Pay is to get your card numbers out of these poorly guarded store/service databases that are now getting stolen monthly. Apple also removes out-of-sight handling of your card by clerk/waiter thieves that copy the numbers and sell them in bulk.

    And all web sales with Apple pay should be very easy to setup if you already have a gateway/merchant account for your site.

    Sounds like you need a refresher course -
    Oct 31, 2014. 01:46 AM | 7 Likes Like |Link to Comment
  • Facebook's 3-Part Plan To Conquer The Online World [View article]
    "Expand the user base by connecting more people to the internet across the globe."

    They need to come up with their own Apple pay system and most important add page templates that allow companies to sell products on their FB pages. These product FP pages would be viewable for public viewing and purchasing.

    They already have zillions of business FB pages, they just need to power them up for e-commerce sales. The hardest part in e-commerce is card processing, shopping cart set-up, check-out, and setting up easy webpages to display items. Also to be able to sell both digital and brick and mortar items on one site.

    FaceBook could take a cut from each of the above - sales, webpage setup, customer service sales help, digital file cloud storage, accounting; etc.
    Oct 28, 2014. 05:10 PM | Likes Like |Link to Comment