Seeking Alpha

MarketLost

MarketLost
Send Message
View as an RSS Feed
View MarketLost's Comments BY TICKER:
Latest  |  Highest rated
  • Amazon.com Won't Back Down, And Neither Should Its Shareholders [View article]
    Jack,

    I'm sure you will be. This is basically a smart phone, minus the telephony, and screen. If they were to allow you to access it remotely through another device, then you could put apps on it that would allow such connectivity. The technology already exists, it's just a matter of putting the pieces together.

    Paulo,

    I get the feeling that Echo isn't suppose to be a huge success. I've seen speculation that the Echo is really just a way to offload the Fire Phone components they have hanging around.
    Nov 23, 2014. 03:41 PM | Likes Like |Link to Comment
  • Amazon.com Won't Back Down, And Neither Should Its Shareholders [View article]
    Jack,

    From what I read on their site, you'll download an app on your tablet, or smart phone, and that will allow it to integrate with Echo. There are a number of apps like this already. For example, Chromecast uses an app on your computer or phone to stream to your tv.

    Unfortunately, it won't run your heat, AC, or other devices. In the future, I imagine they'll integrate it into devices that are part of the Internet of Things, such as Nest, or Crestron controllers.
    Nov 23, 2014. 02:36 PM | Likes Like |Link to Comment
  • Trends And Developments: Checking Under The Hood Of A Powerful Bull Market [View article]
    Are you shorting the stocks themselves, or are you buying puts? Stocks like Tesla and Amazon may be overpriced, but they still have enough fans to make the short's miserable in the blink of an eye.
    Nov 23, 2014. 02:22 PM | Likes Like |Link to Comment
  • Amazon.com Won't Back Down, And Neither Should Its Shareholders [View article]
    Jack,

    Interesting piece on the Echo here

    http://bit.ly/1zfbGyH

    The Amazon promotion is here - interesting that you need an invite to buy it, but it's just as simple as clicking on the "Request an Invitation" button.
    http://amzn.to/1uE6OVx

    The video seems to be removed form the promotion site, but you can view it here

    http://amzn.to/1uE6OVx

    It actually more of a speaker-based Siri from the promotion. I'll bet dollars to doughnuts that this will also be used by Amazon to gather more data on individuals.
    Nov 23, 2014. 01:24 PM | 1 Like Like |Link to Comment
  • Tesla Reported Deliveries Don't Seem To Jibe With External Data [View article]
    go,

    that is my problem with your posts. You make no claims, and refuse to back up anything you state. You merely deride other posters here. I also find your claims that people hate Tesla to be borderline trolling. Lots of posters here like the company, but just think the stock price is beyond insane.

    Finally, there are plenty of reasonable claims that people backup quite well, you just don't like them so you dismiss them. If you're going to take issue with a claim then provide a counter claim, and your evidence. That's what a debate is all about.
    Nov 23, 2014. 12:43 PM | 1 Like Like |Link to Comment
  • Tesla Reported Deliveries Don't Seem To Jibe With External Data [View article]
    CP,

    I see your point, I thought you were suggesting that it was Tesla doing the advertising. Maybe, someone will point this out on their next CC so we can see the reaction to it.
    Nov 22, 2014. 09:15 PM | 1 Like Like |Link to Comment
  • Tesla Reported Deliveries Don't Seem To Jibe With External Data [View article]
    CP,

    I would actually have to side with John on this point. Tesla certainly does spend money on promotion, but unless there is some agreement with Tesla, this is strictly a third party doing its own thing. They even have other commercials on youtube that have nothing to do with Tesla.

    If someone, however, could track down a co-branding agreement, then this definitely show that Tesla is paying for ads, and then not disclosing it.
    Nov 22, 2014. 06:48 PM | Likes Like |Link to Comment
  • Tesla Reported Deliveries Don't Seem To Jibe With External Data [View article]
    gofx,

    this is rather ironic coming from you. I can count on zero fingers how many posts you've made that have contributed something substantial. Please prove me wrong and show me how the article is anything, but a puff piece.
    Nov 22, 2014. 05:59 PM | Likes Like |Link to Comment
  • Tesla Reported Deliveries Don't Seem To Jibe With External Data [View article]
    gofx,

    I'd like you to point out where the author of this article got it right. It's merely an article that says Schmidt is wrong because some bloggers say so.
    Nov 22, 2014. 02:53 PM | Likes Like |Link to Comment
  • Amazon.com Won't Back Down, And Neither Should Its Shareholders [View article]
    II,

    so this is the savior of Amazon?
    Nov 22, 2014. 02:11 PM | Likes Like |Link to Comment
  • Tesla Reported Deliveries Don't Seem To Jibe With External Data [View article]
    CP is quite correct. This guy writes for MF in Canada

    http://bit.ly/11Humfe

    IIRC his background consists of driving a taxi.
    Nov 22, 2014. 02:07 PM | Likes Like |Link to Comment
  • Tesla Reported Deliveries Don't Seem To Jibe With External Data [View article]
    Dave,

    I should have said that "I take this statement from Tesla at face value..." because I certainly question a lot of Musk's statements. With the advent of SOX, only an exec with the desire to do jail time would dare to misstate the sales to this extent.

    Other than that, I totally agree with your sentiment about how they don't release timely data, and I've had many discussion about that on these forums.
    Nov 22, 2014. 02:05 PM | Likes Like |Link to Comment
  • Tesla Reported Deliveries Don't Seem To Jibe With External Data [View article]
    gofx,

    <<@Dav,

    I gave more civility than was deserved. You don't get to "decide" who is advertising what for whom.>>

    You certainly did not give him any civility. Perhaps, you don't understand the term?
    Nov 22, 2014. 01:57 PM | 2 Likes Like |Link to Comment
  • Amazon.com Won't Back Down, And Neither Should Its Shareholders [View article]
    II,

    your argument against Paulo is ridiculous. Show us where he has erred on his predication of declining earnings? You can't because it's happened time and time again. Nobody believes that markets are efficient, and that all knowledge is priced in, at least no serious student of the market does. You are the same type of bull that blissfully sleepwalked into 2000, and 2008/2009.
    Nov 22, 2014. 01:28 PM | 1 Like Like |Link to Comment
  • Tesla Reported Deliveries Don't Seem To Jibe With External Data [View article]
    CP,

    there is a lot that troubles me about Tesla, but this isn't one of those issues.

    I certainly agree that Tesla isn't transparent, and needs to come clean with the facts; however, I just don't see this as a problem. I think of this as straining a gnat and swallowing a camel. I take Tesla's statements at face value because I don't see any reason not to.

    Unless there is evidence of deceit, which I don't see, there is no reason to think that the US deliveries are incorrect. I do, however, question the strength of future demand, which is what I would say is more important.
    Nov 22, 2014. 02:58 AM | Likes Like |Link to Comment
COMMENTS STATS
1,605 Comments
1,574 Likes