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NetworkBob

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  • Tesla's Gift Box: Inefficiency Wrapped In Hype [View article]
    re: Climate change, who is going to tell the emerging countries that make all our products that they can not use oil or create CO2? This is where the theory meets the road. Let us know how you make out on that.
    Mar 17 02:26 PM | Likes Like |Link to Comment
  • Is The Tesla Electric Car On A Road Called 'Overvalued'? [View article]
    Question: So how much is the Giga-factory that doesn't exist worth today??
    Mar 17 01:06 PM | Likes Like |Link to Comment
  • Apple's Future: iPhone Replacements? [View article]
    All this information is known and has already been factored into the stock valuation. We need something new from Apple.
    Mar 17 01:05 PM | Likes Like |Link to Comment
  • Apple's Missteps Could Be BlackBerry's Turnaround [View article]
    Let us be serious for a moment, nothing has changed at all in DC. Politics is all that ever mattered, bringing home the bacon, not the best solution, not the best technology, just the claim to the bacon. This is not an IOS, BBY thing this is how the gov spends our money. 2) All that important to the spender is spending 100% of the budget as fast as possible so they can ask for a 10% increase next year and grow the dept. As long as you have some goods for them to buy they will buy it, it doesn't matter if it works. (not a dig on IOS I am speaking about govt spending.) If the performance of the hardware, software, application, etc is sub par no one will know it is not a bridge that collapsed. 3) Right, wrong or indifferent this is the animal and people kill each other to get in front of the spigot. Until you change how the govt. buys you can never fix the problem and more companies rely on this fundamental truth as a supplier than any other factor. You do not have to be the best, fastest, best support or anything just there with the right part number at the right time. Yes, they get a big pile of cash every year, it does not mean their system, platform, application is worth a damn or 20 years out of date.
    Mar 17 12:55 PM | Likes Like |Link to Comment
  • Why A Stock Market Crash Is Imminent [View article]
    Sounds like the typical give the people freedom as long as they don't try to do what they want story.
    Mar 17 12:03 PM | Likes Like |Link to Comment
  • Apple Can't Replace Steve Jobs - But It Must Try [View article]
    If the true Apple culture is as many say it is and to do the right thing, then maybe the best use of the cash horde would be to take the company private and not answer these fool questions every week. These are large shoes for anyone to fill. However the lack of any new product categories is concerning to me. While the ipod/iphone/itunes/ipad show is a tough act to follow the inability to make a larger screen phone and pick up XX million additional units over the last 2 years does not require much innovation.
    Mar 12 11:41 AM | 2 Likes Like |Link to Comment
  • Why The Fed Won't Save You From The Next Bear Market [View article]
    First the FED is not yours, mine or anyone else's friend. If they seem to avert a disaster it will only be to cause one twice the size somewhere down the road. Second, they have one tool (devalue currency/or create inflation) a hammer, in the toolbox so everything winds up looking like a nail. I wouldn't call a knee jerk reaction policy. Rates are so low it can not get more ridiculous. However when the Fed does react it doesn't solve anything it just pushes the real problems out further into the future, not solve anything and making them larger. While this may seem like it worked for the first $20T USD. Now that it surpasses our GDP and interest rates are at an all time low it is going to start getting more interesting.
    Mar 11 03:56 PM | 2 Likes Like |Link to Comment
  • Apple's Missteps Could Be BlackBerry's Turnaround [View article]
    Shub,
    It does not need to be better only in place.
    Mar 10 02:01 PM | Likes Like |Link to Comment
  • Actually, Apple Should Buy Nintendo [View article]
    Best Apple idea I have read this year.
    Mar 10 01:52 PM | 1 Like Like |Link to Comment
  • Actually, Apple Should Buy Nintendo [View article]
    Why? How does this benefit Apple? How do they make money on this? What is the ROI? Because you have cash does not mean you should buy the company. See endless lists of bad acquisitions at Wikipedia. More people know the brand and have more Apple products than Nintendo products. How do you break even in 10 years when you will need 2 new platforms and IOS integration in that amount of time? The market cap is falling for a reason.
    Mar 7 06:57 PM | 6 Likes Like |Link to Comment
  • Apple: Time For A Dividend Raise [View article]
    If you want more yield go buy a dividend stock or a CD. Apple is wasting money with a dividend right now. A stock split could have far more beneficial impact than another 05c a quarter pop, short term thinking.
    Mar 7 06:38 PM | Likes Like |Link to Comment
  • Salesforce.com Or Salesfarce.com? You Decide! [View article]
    They should use Salesforce to track their sales. upgrades and renewals......
    Mar 7 06:18 PM | 1 Like Like |Link to Comment
  • Is The Tesla Electric Car On A Road Called 'Overvalued'? [View article]
    I think Tesla is a great idea I love the story and based on the passion in these posts many others do as well. At this point in time I feel it is important to separate the story from the stock. They have not been around 10 years and growth from 0 units will look like a (Cisco) hockey stick. I fully agree that they could be the next GM, IBM and Apple all rolled into one package this era’s “New General Motors” but all the potential in the world does not add a tangible dollar to the bottom line. My key concern is that they are valued as if they have sold their 10 millionth unit and already become the new dominant car maker of choice and they have not even manufactured 100,000 units in their entire history.
    Mar 7 12:07 PM | 1 Like Like |Link to Comment
  • Is The Tesla Electric Car On A Road Called 'Overvalued'? [View article]
    Unfortunately the utilities have a simpler answer as EVs catch on they will simply raise the rate so there will be no benefit of EV over gas. And not everyone can put a windmill in their yard.
    Mar 7 11:41 AM | 1 Like Like |Link to Comment
  • Apple Significantly Undervalued Compared To Google [View article]
    David IB,
    Apple is executing very well I agree on your valuation comment. They really do need to bring out the next "thing" in the portfolio. But now the bar is set so much higher it is more difficult to introduce something that might be marginally successful, which is a mistake. One thing is certain without introducing product X no one can buy it. What do you do for an encore after Ipod, Iphone, Ipad?
    Mar 6 02:06 PM | Likes Like |Link to Comment
COMMENTS STATS
686 Comments
681 Likes