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  • iOS 'Photoshop Fix' App Exposes The Inadequacy Of Apple's iPad Pro [View article]
    Breathtakingly awful article. Simply a rant on Adobe photo retouching tools that will somehow doom the iPad Pro in the enterprise. Creative professionals will gobble up the iPad pro with the Apple pencil. Look out Wacom.
    Oct 6, 2015. 01:37 PM | 7 Likes Like |Link to Comment
  • Apple: 13 Million iPhone Sales In Launch Weekend Is Nothing To Fear [View article]
    Nice reasoned analysis Mark. I work in manufacturing and I'm astounded that ANY company can sell 13 million of ANYTHING this complex in a single weekend. All to (mostly) individual customers too. That's a really big pipeline. The scale of this is truly mind boggling.

    I don't care where they were sold, its still amazing.
    Oct 2, 2015. 12:37 PM | 32 Likes Like |Link to Comment
  • Tesla: A Realistic Look At The Model 3 [View article]
    Unfortunately, the Nissan-Renault plan was flawed largely because they didn't have the charging infrastructure to support EV sales, or the expertise to build modern batteries at a lower cost than LG. Renault went with LG and saved 15%. This was embarrassing for such a large car maker regardless of their balance sheet.

    Tesla's game is smarter. They have the products, a charging infrastructure, and the in-house expertise. Yes, vertical integration will save them considerable expense on the most expensive component in an EV. They also have the long term supplier agreements with North American companies for lithium, and the Gigafactory with Panasonic as their partner.

    In the end, outdated LMO battery chemistry cost Nissan-Renault billions.
    Oct 1, 2015. 02:25 PM | Likes Like |Link to Comment
  • Apple Sold 13 Million iPhones On Launch Weekend - That Should Frighten Investors [View article]
    Ace- That’s why Apple may move manufacturing from Foxconn to Rigel XII due to the low cost dilithium there. Unit costs may be slightly higher, but shipping costs to the outer galaxy will be much lower yielding 40% higher margins YOY according to IDC.

    However Earth market sales may still be off by 30% according to Mixpanel data which shows a sharp decline due the iPhone being several orbital cycles behind the Samsung S6 with its light-speed fast Exynos CPU, making the iPhone (as Mr. Brown writes) "an interesting but irrelevant relic of a strategy to harvest as much profit from a product line as possible with an umbrella so large that Android assemblers have a field day gobbling up the user base."

    Apparently these androids do get hungry, and I would stay out of their way.
    Oct 1, 2015. 01:07 PM | 1 Like Like |Link to Comment
  • Tesla: A Realistic Look At The Model 3 [View article]
    Tales- Say that LG, Sammy & Pana are suppliers to the auto industry as you say. Profit margins for these battery products are factored into the cost the automakers have to pay for them.

    On the other hand, Tesla will not have to buy batteries but instead will make them in-house, which reduces their cost. Sadly, none of the principle automakers are building their own battery manufacturing plants. Oops. This is why the Gigafactory is the primary strategic differentiator for Tesla.

    Companies such as LG Chem and Samsung SDI should be worried since Tesla will soon be their competitor in this space. Panasonic knows this and partnered with Tesla.
    Sep 30, 2015. 05:00 PM | 3 Likes Like |Link to Comment
  • Tesla's Model X Launch Should Strengthen Investor Confidence [View article]
    Marketing 101. Nobody who owns a Honda Pilot is going to find the Model X attractive. Wrong value proposition.

    This is an upscale car for those who want something beautifully designed, technically advanced, and are willing to pay for it. This is not an economical "do everything" vehicle, its a modern, aspirational product that represents the state of the art in clean transportation.
    Sep 30, 2015. 02:47 PM | 2 Likes Like |Link to Comment
  • Tesla finally launches SUV [View news story]
    But they would like to with SUVs like the Cayenne diesel and the Panamera sedan. Unfortunately Porsche has no waiting list for those.
    Sep 30, 2015. 12:50 PM | 1 Like Like |Link to Comment
  • How Apple Can Reap New Revenues From Murdering Mobile Data Plans [View article]
    @Value - "If Apple starts white-listing a bunch of companies in exchange for revenue, people will just turn to another ad-blocking software that does not do that."
    - Apple doesn't whitelist. There's an app for that.
    The AdBlock browser plugin features whitelisting, and advertisers pay for that. Google, Amazon & Microsoft for example, all pay. Smaller advertisers can't afford this.

    "Companies like Google and Facebook would still be able to publish ads."
    - Perhaps, but publishing ads is not the same as generating revenue from them. As the tidal wave of ad blocking increases, ad supported sites on the edge will collapse.

    "No ad-blocking software is perfect and it and it is relatively simple to get around them by understanding what they block and modifying your ads so they aren't detected."
    - Not so simple. Apple's content blocking APIs also let you block cookies, images, resources, pop-ups, trackers, scripts and other content.

    The differences, especially for mobile devices, are dramatic:
    Sep 26, 2015. 03:15 PM | 2 Likes Like |Link to Comment
  • How Apple Can Reap New Revenues From Murdering Mobile Data Plans [View article]
    Beginning of the end for ad supported web publishing business models. The big ones with paywalls may survive. Ad blocking whitelisting such as AdBlock Plus is joke that merely serves the companies who can pay to have their ads let through the gates. Blocking the ad blockers will only kill revenue faster. Echo chamber sites are doomed. The survivors will most likely have quality content. A novel concept, no?

    Web advertising has failed to pick up the slack from the death of print ads, and now panic is setting in. There's will be blood.

    Apple is driving this with advanced content blocking APIs. They are more interested in the quality of the experience, witness the release of the News app in iOS 9. And they can serve it by the slice. They already did this to the music industry with iTunes.
    Sep 26, 2015. 01:21 PM | 1 Like Like |Link to Comment
  • Apple: Disable The $0.99 Crystal Ad Block Safari Extension [View article]
    So, you're using Seeking Alpha to air your distaste of ad blocking apps because you worked in advertising? And that's what motivating you to sell AAPL?

    <Sigh> On so many levels. Just. Silly.
    Sep 24, 2015. 07:20 PM | 13 Likes Like |Link to Comment
  • Is NextEV A Potential Challenger To Tesla? [View article]
    Copycat companies with no brand awareness in full vaporware mode.
    Sep 22, 2015. 01:09 PM | 5 Likes Like |Link to Comment
  • Porsche And Audi Just Cemented Tesla's Lead [View article]
    @Randy - So true. It easy to become transfixed on this notion of competition, especially from ICE manufacturers who are making compliance vehicles or low volume marketing exercises designed to keep their brands relevant. Truth is, Tesla needs more BEVs in the marketplace to promote BEVs as the future of transportation.
    Sep 17, 2015. 02:18 PM | 2 Likes Like |Link to Comment
  • Porsche And Audi Just Cemented Tesla's Lead [View article]
    Also consider that the range some of these manufacturers are quoting may be based on how cars are tested in Europe. Their driving cycle test procedure is both shorter and slower than the EPA's procedure and often leads to inflated mileage claims compared to the US, potentially making the range of Tesla vehicles look even better.
    Sep 16, 2015. 05:53 PM | 5 Likes Like |Link to Comment
  • Apple's Upgrade Plan Subtly Drives Huge Volume [View article]
    Yes, as inexpensive refurbished iPhones for emerging markets. It's a brilliant way to bring more people into the ecosystem who would otherwise not be able to afford Apple products. It's a no-brainer when you consider that these devices have already been paid for by the time they're resold.
    Sep 15, 2015. 11:43 PM | 7 Likes Like |Link to Comment
  • Will Apple Own The Payments Customer? [View article]
    Excellent analysis, and a very informative read. The “dumb pipe” analogy is spot on, and it will create an expanding loyal customer base for Apple. If they manage to do this with the card issuers, I think it will radically change the payment landscape.
    Sep 14, 2015. 02:45 PM | 2 Likes Like |Link to Comment