Tesla: A 'Can Do No Wrong' Investor Attitude May Signal An 'Apple-Like' Top [View article]
I disagree... Its the first electric car that is truly, really good... Over priced? maybe... piece of junk? no way.. I've worked on cars since before I could legally allowed to drive, and the potential alone makes the most advanced electric car exciting. I am more of a bit head than a gear head but I know how gear heads think.. and I think they are only hate on electric cars because they fear it will make their hard learned skill set obsolete.
Granted I don't know how easy it is to service a model s (I do predict its far easier than my over complicated, european roadster) but I had the chance to drive one and was very impressed. Sure its different than a traditional ICE car is but it had great road feel, and the car overall just screamed good engineering, I don't know how many will run in 20 years but it will probably be higher percentage than average considering that the battery packs shouldn't be to hard to replace, and electric motors usually last longer with less maintenance than traditional internal combustion ones..
Plus tesla is the only american car company that produces a car that I actually want.
Hutchinson Technology: Extraordinarily Undervalued, About To Become A Lot Less So [View article]
I agree that the rise of SDD is a concern for HTCH. And I do think that SDD will replace HDD on the consumer end in the near future (3-5 years) but I am not convinced that the server/enterprise side will make that transition in near that time.
We are in the beginning of the era of "Big data". Corporations and Scientific institutions are generating data sets that are terabytes and petabytes in size. Video is getting recorded and stored in rates that would not have been imaginable just 4 years ago... This is all possible because HDDs have made storage cheap, so cheap companies can give storage away for free. It will be a long time before the cost per MB on SDD is anywhere near as cheap as HDD.
But I don't know if HTCH has a bright future, But I think its got a bright present. Its done a good job getting its house back in order. And as someone who grew up in the area I really want them to do well and become a huge employer in the Hutchinson area again...The rounds of layoffs a few years ago were tough to watch.
Chasing Smartphone Market Share Is A Chump's Game; Why Apple Will Win [View article]
I agree that this practice works good.. for now...
But I think that they will abandon this release model, and go with a more ipod like one where they have a yearly release of several different models which will cover different price ranges but will be marketed based on features, different sizes, etc.
This would allow them to get important features out for the entire line all at once. (examples: like standardized adapters, 16/9 screens, mobile payment, etc).
Stratasys And 3D Systems: Opening Doors To The Next Industrial Revolution [View article]
SSYS is an innovator as well. Both are good companies with different strategies and both make good products..
I actually like the fact that it SSYS isn't going after the home unit market like DDD is with cubix. Its a market that's currently in a race to the bottom with brand new companies able to offer sub $500 dollar machines that are of high quality. Next year the price will be even lower..
The high end market is one that I am more comfortable investing in.
Early chatter on the Apple (AAPL) debt offering has 3-year paper priced around 35 basis points over comparable-maturity Treasurys and 10-years priced 90-95 bps above (Microsoft priced at +70). The 3-year Treasury currently yields 0.31%. Borrowing at 0.66%, Apple can buy back shares yielding nearly 3% (with free cash flow yield far higher than that). [View news story]
yeah because any company that doesn't have a industry changing product every 6 months is dead.....
Give me a break. True the share buyback is just to quiet the greedy bastards in wall street for a while. (Most of whom have never built or created anything in their entire life). Don't pay too much attention to the market, because the stock market is just a game which is kinda like horse racing and nothing more. Its just a bunch of people who analyze the stats, talk shit, and make bets..
Apple is are taking their time before they release the next thing to get it right, because the expectations are outrageous.. Maybe the market will reward them, maybe not... It all depends on egos, and trash talk.
Apple's Huge Buyback Could Attract Imitators [View article]
BBY has some good technology, but nothing that couldn't be developed in house at apple for a much lower cost than a takeover would be.
And even though QNX is POSIX compliant it is very different than bsd based OSX. (Micro kernel vs mono kernel) etc. And porting low level software (high level would probably be easy) between the systems would be a complete pain due to the difference in graphics subsystems, standard library's, etc.
Apple Q2 Results Are Not The Story, But Guidance Will Be [View article]
I don't know about that, since two products still bring in the lions share of the profits which are MS office and MS windows. Both that have lower cost or free alternatives which are good enough for 90% of users.
Almost everything else they make very little profit or loose money on.
How is a two product company more diversified than Apple? which has healthy profits in at least 5 different markets, (software, pcs, tablets, phones, itunes (digital media distribution),etc) Any one of these product categories would be a healthy fortune 500 company by its self.
What To Consider Before Buying Apple [View article]
Agreed, nerves are raw. And wall-street/investment community isn't exactly known for level headed sentiment. But it has a short memory so expect normalcy to return soon.
I've learned to accept that its just a game. Long, short, funds, etc are all just strategies. The people who have the most usually win the most, but its a game that almost everyone can play.
I've placed my bets, aapl is one of them. And I hope to make a little bit of money because of it. If I don't, whatever.
Blackberry: Gaining Traction 18 Months Post-Steve Jobs [View article]
The z10 looks like good phone, it copies a lot of what Palm did with webOS (which I loved).
The problem is I don't think anyone but Apple can pull of the single provider thing. Its a new platform in a near mature market, which makes it unattractive to app developers and consumers warry of the possibility of getting stuck with an abandoned platform.
Tesla: A 'Can Do No Wrong' Investor Attitude May Signal An 'Apple-Like' Top [View article]
I've worked on cars since before I could legally allowed to drive, and the potential alone makes the most advanced electric car exciting. I am more of a bit head than a gear head but I know how gear heads think.. and I think they are only hate on electric cars because they fear it will make their hard learned skill set obsolete.
Granted I don't know how easy it is to service a model s (I do predict its far easier than my over complicated, european roadster) but I had the chance to drive one and was very impressed. Sure its different than a traditional ICE car is but it had great road feel, and the car overall just screamed good engineering, I don't know how many will run in 20 years but it will probably be higher percentage than average considering that the battery packs shouldn't be to hard to replace, and electric motors usually last longer with less maintenance than traditional internal combustion ones..
Plus tesla is the only american car company that produces a car that I actually want.
Hutchinson Technology: Extraordinarily Undervalued, About To Become A Lot Less So [View article]
We are in the beginning of the era of "Big data". Corporations and Scientific institutions are generating data sets that are terabytes and petabytes in size. Video is getting recorded and stored in rates that would not have been imaginable just 4 years ago... This is all possible because HDDs have made storage cheap, so cheap companies can give storage away for free. It will be a long time before the cost per MB on SDD is anywhere near as cheap as HDD.
But I don't know if HTCH has a bright future, But I think its got a bright present. Its done a good job getting its house back in order. And as someone who grew up in the area I really want them to do well and become a huge employer in the Hutchinson area again...The rounds of layoffs a few years ago were tough to watch.
Chasing Smartphone Market Share Is A Chump's Game; Why Apple Will Win [View article]
But I think that they will abandon this release model, and go with a more ipod like one where they have a yearly release of several different models which will cover different price ranges but will be marketed based on features, different sizes, etc.
This would allow them to get important features out for the entire line all at once. (examples: like standardized adapters, 16/9 screens, mobile payment, etc).
The Bigger Picture Apple Investors Are Missing [View article]
Why I Am Long Stratasys Inc. [View article]
Stratasys And 3D Systems: Opening Doors To The Next Industrial Revolution [View article]
I actually like the fact that it SSYS isn't going after the home unit market like DDD is with cubix. Its a market that's currently in a race to the bottom with brand new companies able to offer sub $500 dollar machines that are of high quality. Next year the price will be even lower..
The high end market is one that I am more comfortable investing in.
Early chatter on the Apple (AAPL) debt offering has 3-year paper priced around 35 basis points over comparable-maturity Treasurys and 10-years priced 90-95 bps above (Microsoft priced at +70). The 3-year Treasury currently yields 0.31%. Borrowing at 0.66%, Apple can buy back shares yielding nearly 3% (with free cash flow yield far higher than that). [View news story]
Give me a break. True the share buyback is just to quiet the greedy bastards in wall street for a while. (Most of whom have never built or created anything in their entire life). Don't pay too much attention to the market, because the stock market is just a game which is kinda like horse racing and nothing more. Its just a bunch of people who analyze the stats, talk shit, and make bets..
Apple is are taking their time before they release the next thing to get it right, because the expectations are outrageous.. Maybe the market will reward them, maybe not... It all depends on egos, and trash talk.
Apple's Huge Buyback Could Attract Imitators [View article]
And even though QNX is POSIX compliant it is very different than bsd based OSX. (Micro kernel vs mono kernel) etc. And porting low level software (high level would probably be easy) between the systems would be a complete pain due to the difference in graphics subsystems, standard library's, etc.
Seems pretty unlikely
Apple: How To Admit You're Out Of Ideas [View article]
The facts are that they sell a lot of phones, and every year they sell more, and in the process they make a hell of a lot of money.
The negativity is getting absurd,
Apple Q2 Results Are Not The Story, But Guidance Will Be [View article]
I don't know about that, since two products still bring in the lions share of the profits which are MS office and MS windows. Both that have lower cost or free alternatives which are good enough for 90% of users.
Almost everything else they make very little profit or loose money on.
How is a two product company more diversified than Apple? which has healthy profits in at least 5 different markets, (software, pcs, tablets, phones, itunes (digital media distribution),etc) Any one of these product categories would be a healthy fortune 500 company by its self.
Apple's Repatriation Exposure And Dividend Consequences [View article]
I could be wrong, But that would seem consistent with other rules.
I also wonder what currency those overseas savings are in?
Buying Brand Names In A Bear Market Can Make You Rich [View article]
What To Consider Before Buying Apple [View article]
I've learned to accept that its just a game. Long, short, funds, etc are all just strategies. The people who have the most usually win the most, but its a game that almost everyone can play.
I've placed my bets, aapl is one of them. And I hope to make a little bit of money because of it. If I don't, whatever.
Blackberry: Gaining Traction 18 Months Post-Steve Jobs [View article]
The problem is I don't think anyone but Apple can pull of the single provider thing. Its a new platform in a near mature market, which makes it unattractive to app developers and consumers warry of the possibility of getting stuck with an abandoned platform.
Apple: Major Concerns Overstated And More Than Priced In [View article]
The Z10 got mediocre reviews, and it doesn't have much developer support.
RIM (or BBY) may survive but I don't think this product will be the blockbuster you say it is.