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  • All Signs Pointing Up For Tableau's Stock  [View article]
    Tableau (Qlik as well) will be ripe for acquisition if Amazon and Microsoft aren't able to corner them out of the data visualization and analysis market over the next couple of years.
    Dec 27, 2015. 06:01 PM | 2 Likes Like |Link to Comment
  • Box: A Speculative Play  [View article]
    It's not as if SharePoint is only for large businesses anymore. There's no hardware/server maintenance overhead associated with the cloud. My organization of less than 50 employees uses Office 365 and use the SharePoint online service extensively for basic and advanced workflows and permission schemes. 365 also includes Office desktop software and email, which pretty much every business needs, as well as OneDrive for simple cloud file storage, Skype for Business, and several other features that we don't use much.

    Not to sound like a promoter for Microsoft, but all of those offerings from a business premium 365 subscription are actually cheaper than the business subscription for Box. How can they even hope to compete?

    Investing out of hope that an noncompetitive business is acquired is pure gambling. Going to Vegas would be money better spent; at least you would have fun while losing it.
    Dec 7, 2015. 02:01 PM | 6 Likes Like |Link to Comment
  • Disney Investors Should Be Concerned - Not Panicked - About ESPN  [View article]
    There will be a point where enough cables will be cut, and streaming takes over, that the sports leagues will have their own streaming platforms to distribute their own content. There will be no barrier and no need for a middle man once the outdated cable model is gone.

    Disney should spin ESPN off and get whatever they can for it.
    Nov 29, 2015. 11:41 AM | 2 Likes Like |Link to Comment
  • Whole Foods Market -8% AH as negative comp tells the story  [View news story]
    I agree in regards to both meat and produce, WFM is top notch quality and really isn't that much more expensive than other grocers. I haven't found anything that compares that is so consistently good from regular shopping in Colorado to New Orleans to DC. They also have a lot of great beers and wines at good prices.

    But it's everything else in a WFM, the other 90% of their floor space, that are horrible. Bread is mind blowingly expensive, the cereals are disgusting and expensive, pasta noodles in a WFM store are for some reason 500% more expensive than noodles anywhere else on the planet, everything frozen is probably 2-3x what equivalents at any other grocery store cost, and I don't even know what to say about the psuedoscience medicines and herbal toothpastes that take up 10-20% of their floor space.
    Nov 5, 2015. 03:48 AM | 1 Like Like |Link to Comment
  • Iridium Communications: A $5 'Buffett-Like' Value Stock With A 15% Earnings Yield  [View article]
    Their iridium NEXT constellation won't even be operational until 2018, assuming there are no delays. It will be nothing but a drain on their financials until then.
    Dec 18, 2013. 12:23 PM | 2 Likes Like |Link to Comment
  • Iridium Communications: A $5 'Buffett-Like' Value Stock With A 15% Earnings Yield  [View article]
    There are several satellite communication companies, iridium is hardly alone in an extremely small market. Their worldwide coverage reduces the competitors a bit, as there are far more and better satellite voice services for specific geographic areas. Beyond that, everyone I've ever talked to in the military has preferred Inmarsat phones because of voice clarity compared to Iridium.

    Most importantly, they're playing on a very thin line between getting the Iridium "NEXT" generation of satellites up and hitting the service life of their current generation, with only 6 spares in a 66 satellite constellation. This is dangerous for them, given the obvious unpredictabilities of getting stuff into orbit. That said, they took a huge gamble on SpaceX before anyone had heard of SpaceX, and got a great deal on a massive contract with who are now arguably the leaders in spaceflight. ( It's actually a fascinating story: http://bit.ly/12hDGSd )
    Dec 18, 2013. 10:46 AM | 1 Like Like |Link to Comment
  • GEVO: An Update On Luverne, A Calendar Of Events, And Projecting Numbers  [View article]
    Why have they still not gotten the 3rd fermenter train up? It's so far behind their schedule and the time it took between 1 and 2 that I have to question whether the hard part truly is behind them, and that their technology may not be proven.
    Dec 13, 2013. 12:21 PM | 1 Like Like |Link to Comment
  • Amazon planning to deliver products using drones  [View news story]
    It's true wind can bring these down if there's a gust while it's near the ground, but it wouldn't really affect it en route. Luckily, if it's a 30 minute delivery service and a 10 mile limit, there are people called meteorologists and things called windows, where weather can be predicted and observed. They would also have to have a camera and a pilot for these things, there's no choice in that if they want to land in residential areas, so obstacles or injuring people while landing would be pretty easily avoided.

    Paulo also mentioned a kid that was killed by his RC helicopter. That thing was a far cry from an octocopter, and was an incredibly powerful and heavy aircraft with 2 foot long carbon fiber blades that hit him in the head. If amazon sticks to what's in the video, it would be very hard pressed to be able to kill someone, but you're right in that the tradeoff is it would be a lot more vulnerable to weather.

    It's also not hard to put tracking devices on them, so in addition to the cameras used for piloting, it would be really stupid to try to steal or damage them. Not to mention the 10 mile radius will make it easy to quickly chase down any that crash.

    I think it's incredibly feasible.
    Dec 2, 2013. 11:33 AM | 1 Like Like |Link to Comment
  • Amazon planning to deliver products using drones  [View news story]
    What stops people from doing this with R/C airplanes already? Normal propeller engines can produce ridiculous power:weight. You can even buy miniature jet engines for very large R/C aircraft that can carry tons of weight . Plenty of off the shelf hobbyist stuff exists to put a camera on them to fly further than line of sight as well.
    Dec 2, 2013. 11:09 AM | Likes Like |Link to Comment
  • Microsoft Should Seat Elop Before 2014  [View article]
    Lol don't waste time on windows 8?
    Nov 19, 2013. 01:59 PM | 4 Likes Like |Link to Comment
  • Why Uni-Pixel Might Be Worth The Risk  [View article]
    The only part of your comment that is public record and/or true is your second paragraph. I was disappointed that they did not meet their original goal of having the automated testing equipment installed. Obviously it is not a show stopper, as has been known since the first time Reed mentioned receiving a waiver.
    Nov 15, 2013. 10:15 AM | 2 Likes Like |Link to Comment
  • Why Uni-Pixel Might Be Worth The Risk  [View article]
    Um, he said it is ready, they're capable of producing, and they will be producing for their POs this quarter. The only reason it is not certified (I assume that's what you guys mean when you say "qualified") is because of the roll-to-roll automatic testers are not yet installed. Instead, they will use semi-automated testing equipment.

    So, according to Dell and two other customers, the production line IS qualified. It just is not certified by ISO standards because the full production line is not yet complete. It makes no sense to spend the time, money, and effort on certifying something that's temporary. That's why they received a waiver. In case it isn't obvious, a waiver also implies that the OEM(s) has/have inspected the production process extensively.
    Nov 15, 2013. 12:53 AM | 4 Likes Like |Link to Comment
  • Uni-Pixel Claims Victory With 3 Purchase Orders  [View article]
    Killion and the UNXL board can be held liable in numerous ways for many of the claims they've made. RxR is some anonymous person on the internet. Pretty simple answer to this question.
    Nov 14, 2013. 05:18 PM | 2 Likes Like |Link to Comment
  • The Obstacles To UniPixel's Production And Shipments  [View article]
    80% would still be a very poor choice of a number when talking about yields in a hypothetical. Everyone can see right through you, it's really embarrassing, and it's sad that an SA editor actually approved this article where the premise is on a quote being slaughtered in the acceptable form of english interpretation.

    Enjoy the rest of your day. Hopefully you don't spend too much of it copy/pasting the same FUD repeatedly. Boring and unproductive way to try to make a living imo.
    Nov 12, 2013. 12:23 PM | 1 Like Like |Link to Comment
  • The Obstacles To UniPixel's Production And Shipments  [View article]
    Why use the phrase "If it were hypothetical"? It IS hypothetical. It's not only clear in the context of the quote, but he clarified it as such during the latest CC. You're clearly being obtuse to everyone reading your article and comments, especially as you do have a clear understanding of the english language.

    However, I will try to give you a small lesson on english and use of hypotheticals. The main reason to use a hypothetical is to simplify or relate something that may be complex or something the audience may not fully understand or be able to relate to. When you describe a 30% yield on manufacturing, anyone with some business understanding will see that as a problem. If he said 90% yield, it would have confused the issue; people would wonder why any delay or additional equipment would be required with such high yields. Worse, it would make people wonder if they truly need 100% yield to be profitable - something that would imply extremely razor thin margins and likelihood to be priced out of the market.

    By using negative hyperbole in a negative hypothetical situation, he made the issue and purpose of the improved testing very clear. You are the only person who doesn't seem to grasp this, but really, we all know you're being disingenuous.
    Nov 12, 2013. 10:59 AM | 3 Likes Like |Link to Comment
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