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Nessuno

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  • Gross Margins For Green Mountain Coffee Roasters And SodaStream [View article]
    If one wants to consider the taste and cost of soda, one needs to be aware of the following facts.

    With a two liter bottle of soda, the soda loses CO2 as the soda is consumed. The CO2 separates from the soda inside the bottle. When the cap is removed, the CO2 is dispersed into the air. This renders flat soda in the 2 liter bottle if the soda is not consumed before the CO2 is lost.

    With Soda Stream, one can produce smaller portions of soda, say one liter, which mitigates CO2 loss as a one liter bottle can be consumed in half the time of a two liter bottle. Essentially, the Soda Stream soda retains carbonation and the taste of soda. So, when taste is compared, smaller soda portions are preferred.

    When one compares costs, one has to compare single serve portioned costs, not soda purchased in two liter bottles. Single serve portion costs are much higher than two liter bottle portions.

    This makes Soda Stream soda preferable in terms of costs and taste to large bottles of soda bought at retail.

    The Soda Stream concept has legs, IM(humble)O.
    May 7 11:33 AM | 1 Like Like |Link to Comment
  • 3D Systems: A Look At Earnings [View article]
    Thanks go out to IAEResearch for the feed back on Net Income decline. An increase of 20.16 % in outstanding shares is a concern. However, DDD's revenue growth should be able to sustain such high a level of equity issuance without harming investors, correct?
    May 1 01:22 PM | Likes Like |Link to Comment
  • 3D Systems: A Look At Earnings [View article]
    Perhaps the author can explain why Net Income decreased by 21.09 % and Comprehensive Income decreased by 64.04 %. Revenue growth does look impressive at first glance. Why does this not translate into positive Net Income growth?
    Apr 30 11:49 AM | 1 Like Like |Link to Comment
  • BlackBerry Sells Out In 90 Minutes At Selfridges [View article]
    BB is selling the Q10 at a $ 50.00 premium above the Z10 and the iphone and the phones are flying of the shelves..... very good news for BB and BB longs, provided the premium can be maintained and sales continue to surge. Can anyone see any reason for the current sales trend not to continue other than all smart phone users converting to Z10 or Q10?
    Apr 26 03:03 PM | 7 Likes Like |Link to Comment
  • BlackBerry Sells Out In 90 Minutes At Selfridges [View article]
    The smart phone universe is unfolding as it should. Go BB go!!
    Apr 26 02:45 PM | 18 Likes Like |Link to Comment
  • Ford's Stock: Buy Or Sell? [View article]
    There are some serious concerns for Ford in Europe and southeast Asia, particularly India. As you noted, the earnings growth rate is NEGATIVE 88.3%. The positive results in North America are encouraging but the overall results are rather weak and do not bode well for near term or long term outcomes.
    Apr 24 11:16 AM | Likes Like |Link to Comment
  • Stratasys And 3D Systems: Opening Doors To The Next Industrial Revolution [View article]
    UNEMON1 nailed it. Look at what happened to Xerox when they could no longer guard against "copy" cats. There will be a slew of competitors due to low or no barriers in this industry. The south Asians are now out with their own versions. The moat is dry and the walls will crumble with just a few cannon ball shots. The demand for 3d printers will be cannibalized by a multitude of suppliers.
    Apr 23 05:35 PM | Likes Like |Link to Comment
  • Nothing But Empty Promises From This Former Mobile Giant? [View article]
    the only ones conflicted is Black Coral Research
    Apr 23 05:12 PM | 4 Likes Like |Link to Comment
  • Stratasys And 3D Systems: Opening Doors To The Next Industrial Revolution [View article]
    Everyone needs to read and understand Wattookee0's entry. He works with Stratasys and DDD printers. He knows the quality of the end product and the prohibitive costs of each printed piece. This can never change. The printers can not be sped up. These printers are not designed to revolutionize conventional manufacturing. They just can't. The printers are an excellent tool to make prototypes. I also think they can make excellent bobble head dolls of your favorite athlete. I wonder if conventionally produced bobble head dolls are better than "printed" bobble head dolls. Which method would cost less to produce a bobble head doll?
    Apr 22 03:04 PM | Likes Like |Link to Comment
  • Stratasys And 3D Systems: Opening Doors To The Next Industrial Revolution [View article]
    Live tissue production hardly fits into the 3d additive manufacturing narrative. ONVO has nothing to do with mainstream additive manufacturing.
    Apr 21 04:17 PM | 1 Like Like |Link to Comment
  • BlackBerry Z10 U.S. And Canada Sales Estimate: 1 Million Units Sold [View article]
    How long will it be before Apple, Samsung and others copy BB's dual phone for it's superior functionality? Samsung is in the process of developing a phone that will duplicate BB's Z10, Q10. Samsug's version will be available by the third quarter of 2013. Apple can't be far behind. Unfortunately for BB, the competitor's efforts will ultimately mitigate BB's market penetration in the smart phone market. But, BB is in the process of transcending the smart phone market. Their devices will replace PCs and lap tops. All you will need is a screen and a keyboard hooked up to a docking station which is hooked up to the cloud. BB will be out with the docking station in the last quarter of 2013 or first quarter of 2014. Your Z10 or Q10 will be your full time computer. The others will ultimately catch up to BB and achieve higher market penetration.
    Apr 21 12:31 PM | Likes Like |Link to Comment
  • Stratasys And 3D Systems: Opening Doors To The Next Industrial Revolution [View article]
    Timing Best Buy correctly states that unit costs are prohibitively expensive to "print" over traditional manufacturing methods and the quality of the end product is suspect at this time. When 3d additive manufacturing can match or surpass traditional manufacturing in terms of costs and quality is anyone's guess. Additive manufacturing has been with us since the mid 1980's. This is enough time to match or exceed traditional manufacturing in terms of costs and quality. Why should the investment community believe that additive manufacturing will surpass traditional means when they have had almost thirty years to do so? What is coming down the development pipe that will foster such a quantum leap?
    Apr 21 12:02 PM | Likes Like |Link to Comment
  • BlackBerry Z10 U.S. And Canada Sales Estimate: 1 Million Units Sold [View article]
    New Century...can you advise the investment community as to whether the global demand and separately, the North American demand, for smart phones, is increasing or decreasing and at what rates?

    Is Blackberry, Apple, Samsung, Nokia increasing or decreasing their respective market share in a growing or flat or diminishing market? If any one of these players is increasing their market share in a diminishing market and their aggregate volume of sales is increasing, you have a winner. Is there a clear cut smart phone player who is growing in the current market environment?
    Apr 19 01:50 PM | 2 Likes Like |Link to Comment
  • France Telecom: A Buy After Dividend Cut? [View article]
    At the current price, there is likely more up side than down side pressure on the stock price. I'm going to continue to hold. You do get a decent dividend even if 30 % is withheld. You have to pay tax on the dividend anyway. FTE is not going away anytime soon. The French government owns a big chunck of this company. Ilyad, which has been killing FTE is not likely to survive going forward. It's only a matter of time for FTE to rebound.
    Apr 12 05:18 PM | 1 Like Like |Link to Comment
  • France Telecom: A Buy After Dividend Cut? [View article]
    Keep in mind that France has a 30 % withholding tax on any dividend payment. So, reduce the yield by 30 %....ouch.
    Apr 8 03:38 PM | Likes Like |Link to Comment
COMMENTS STATS
59 Comments
85 Likes