Seeking Alpha

DR.G

DR.G
Send Message
View as an RSS Feed
View DR.G's Comments BY TICKER:
Latest  |  Highest rated
  • Ford (F) CEO Alan Mulally thinks that over time China might become an export hub for the automaker. In partnership with Jiangling Motors, Ford has been adding capacity in China. [View news story]
    This is good and bad for Ford and all other Auto companies doing business in China. The BAD is we end up closing other plants like Australia, which puts a lot of people out of work, and in turn forces them and others to import more cars.

    The Good Ford and its share holders make more money
    Jun 20 08:53 AM | Likes Like |Link to Comment
  • Smog-infested Shijiazhuangn in China announces a plan to limit automobile sales of new vehicles to 100K this year and only allow households to to own at most two cars in an effort to improve air quality. Automobile analysts think more cities in China could be forced to limit the growth of automobiles due to worsening air pollution. The measures could put the brakes on some of the most ambitious plans of automakers (F, TM, FIATY.PK, HMC, NSANY.OB, VLKAY.PK, DDAIF.PK) for the country. [View news story]
    To Tdot

    Yea I know we have had these hydrogen ICE engines for year, but I see no reason refueling should be an issue, they would be no different then CNG engines which are used by fleets.
    Jun 20 08:50 AM | Likes Like |Link to Comment
  • Smog-infested Shijiazhuangn in China announces a plan to limit automobile sales of new vehicles to 100K this year and only allow households to to own at most two cars in an effort to improve air quality. Automobile analysts think more cities in China could be forced to limit the growth of automobiles due to worsening air pollution. The measures could put the brakes on some of the most ambitious plans of automakers (F, TM, FIATY.PK, HMC, NSANY.OB, VLKAY.PK, DDAIF.PK) for the country. [View news story]
    I have always said the solution to Smog-infested cities is too develop Hydrogen internal combustion engine vehicles and find a way to produce Hydrogen cheaply. The combustion of hydrogen with oxygen produces water as its only product:
    2H2 + O2 → 2H2O

    So instead of having a Smog infested city like Shijiazhuangn or LA, they would have fog from all the Hydrogen internal combustion engines.

    If anyone will do this it will be the Chinese while we (USA) debate the issue !
    Jun 19 07:19 AM | Likes Like |Link to Comment
  • Is IBM In Trouble? [View article]
    Back in the mid 90's IBM was a "800 pound gorilla" at a cross roads, But Lou G turned things around. Well I think IBM has gone back to being that "800 pound gorilla" and heading to become the next "1,000 pound gorilla". Its a fact that when companies just like governments get to big they become the Titanic and have a hard steering in new directions. Acquisitions are the way companies think they can grow and change when they have lost the innovation they once had and this is where IBM is now. There are other companies in the same boat as IBM, like HP.
    IBM Services I am sure will lose more customers as they overprice them and smaller more lean. mean and green services companies offer the same for less.
    Jun 6 06:36 AM | Likes Like |Link to Comment
  • When Will People Understand Ford's Debt? [View article]
    Ford has taken the road to make its self Lean Mean & Clean, by Alan trimming all the fat. sure Lincoln has a ways to go, but give them a few more years of new products and I think they will have a nice nitch market. I do think they need a 2dr sports model for Lincoln based off the Mustang platform.
    May 29 06:42 AM | 1 Like Like |Link to Comment
  • Elop's Nokia, A Portfolio Crusher? [View article]
    Well my numbers are good ( I was there when all this went down)
    May 14 10:19 AM | Likes Like |Link to Comment
  • Elop's Nokia, A Portfolio Crusher? [View article]
    I am not say Elop may have not made some mistakes, but OPK ran Nokia into the ground.

    Example: $450 + million to buy Intellisync Mobile in early 06 and dumped another 100 million into fixing it, only to shut it down in 08, mobile email solutions never lasted more than 6 months then a new solution came out. OPK led the drive to build a high end Netbook long after they where seen as no longer a hot item., Purchased remaining shares of Symbian foundation 400-500 million, on an OS the world said was old, and dying.
    8.5 Billion on Nevteq maps and all the money spent on Ovi.
    Every 6 months there was another reorg going on.

    Where as Steven Elop walked into a huge mess and has been cleaning it up and trying to turn it around. This my friend takes time and is an up hill battle when you have loss market share and have to reinvent your product line. so I would put 95% blame on the former CEO and his team, and 5% on Elop for the stock price.

    Nokia's stock will go up when their products start making bigger headway into the mobile market and make money the old fashion way and earn it and not make it by cuts
    May 13 03:40 PM | 4 Likes Like |Link to Comment
  • Elop's Nokia, A Portfolio Crusher? [View article]
    To Charles
    If you had worked at Nokia, then you would know that what has happened at Nokia is not Elops fault! He came into Nokia which had been mis-managed by OPK for years. I was in a meeting with his CTO and asked him a question and after hearing his answer I realized both men where clueless about where mobile technology was going. Stephen had to make lots of changes in a hurry and so picking WP OS was one of I am sure a few choices he had. Symbian was a dead OS, MeeGo was good but not in the market yet and would be going head to head with Android and Microsoft was willing to help Nokia make WP 7-8 a mobile OS player. I do wish he had also continued with MeeGo, and partnered with Palm's WebOS to give the world an alternative to Android OS.
    May 13 10:10 AM | 1 Like Like |Link to Comment
  • Elop's Nokia, A Portfolio Crusher? [View article]
    I was at Nokia from 2005 thru the end of 2010 and it was all due to the former CEO and his team that has put Nokia where it is today. OPK and his top management team had no clue about the market and or devices and should have been tossed out in 2007. He and his team wasted hundreds of billions of dollars. I like to say Nokia was like the Titanic heading for an iceberg and the rudder was broken, Stephen Elop came in and fixed the rudder but Nokia still scrapped the icebergs and is now still in repair mode. I still give him lots of credit for walking into a pile of you know what ! and trying to fix a big mess. I must say I had hoped Microsoft would have bought it and spun off NSN.
    May 10 12:51 PM | 13 Likes Like |Link to Comment
  • Why Nokia Cannot Afford To Miss The Tablet Bus [View article]
    yes the tablet market should be a priority for Nokia to get into, and they should first look at the medical field, since this field is a huge user of Windows OS, a WP8 should be and needs to become a natural fit, for the medical community. While I was at Nokia I was pushing this back in 2008 - 2010 and got no traction by management.
    Apr 1 09:27 AM | 10 Likes Like |Link to Comment
  • Ford (F) CEO Alan Mulally says the company will continue to oppose Japan's entry into free trade talks with the United States until the nation opens its markets for more U.S. cars and works on measures to strengthen the yen. The exec called the automobile market in Japan the most closed in the world. [View news story]
    Good for Alan speaking out about free trade! But Japan is not the only country we need to fix our trade imbalance with!
    The US should take an approach that if you want to due business here that you have to play by fair trade rules.
    Mar 26 06:56 AM | 6 Likes Like |Link to Comment
  • Nokia Will Probably Launch Android Phones [View article]
    They should have stayed with MeeGo as a second OS option for the current line of devices. Maybe he should go back to the team who took over MeeGo and have them port it over to the new line of devices!
    Mar 12 11:43 AM | 1 Like Like |Link to Comment
  • The Past, Present, And Future Of Nokia [View article]
    I tried the WP* Lumia 920, and it was OK, but who ever designed it, should thought about holding it in one hand and clicking on menus, the phone is a little to tall and wide and is slippery, mine also crashed twice in less the 24 hours.

    I hope Nokia does not sell the mobile device business off, because the other software and services business may not be enough to keep them going. What about NSN, will they then buy out Siemens share? What about Navteq ?

    Nokia should take Vlingo and intergrate it into Here Maps and make it a total hands free mapping and location finding solution for all devices. The time is right for a voice activated mapping product that never requires and touching of the device.

    Ex Nokian !
    Feb 14 04:42 PM | 1 Like Like |Link to Comment
  • Ford And Lincoln Reveal A Disturbing Trend In Detroit [View article]
    Leave a lot of Ford's good fortunes up to Alan G. McNally leadership since he took over. He is a top CEO, like Steve Jobs was and I also think Stephen Elop at Nokia will be on that list. To The Investing Engineer, I also have been blogging for a rear wheel drive Lincoln sport coupe, that has a retractable roof and would love to see a bigger sedan than MKS, to take back the Lincoln continental sales they lost. FYI the Lincoln MKT reminds me of the humpback of notre dame.

    Maybe they could fix it with the same nose as MKC and hatch of the new MKC
    Jan 18 05:34 AM | Likes Like |Link to Comment
  • Ford And Lincoln Reveal A Disturbing Trend In Detroit [View article]
    Yes,

    Its not so bad if done right, like the new MKC, which looks to be a hit, and I like the tail lights vs the MKT
    Jan 17 07:53 AM | Likes Like |Link to Comment
COMMENTS STATS
89 Comments
131 Likes