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paulvard

paulvard
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  • Which hat will Tesla Motors and Elon Musk wear? [View news story]
    I am positive that before Musk risks his money he has thoroughly evaluated the pros and cons between EV and hydrogen fuel cars. And one time he was quoted saying Hydrogen fuel cell is bull-shit. I would rather believe him than anybody at Honda or Toyota.
    Mar 18 07:37 PM | 2 Likes Like |Link to Comment
  • Tesla Is Fully Priced, With More Risk Than Opportunity [View article]
    Nobody talks about the car buying public down the road say 5-10 years from now. They need a car and the choices are: A car practically care-free. No worry about engines, fluids, transmission etc. VS an ICE vehicle which needs all the regular maintenance and worry of many possible breakdowns and multiple dealer visits plus expensive gas. Any person with common sense will choose Tesla. That's why the stock is expensive. It is so disruptive and tsunami-like.
    Mar 5 03:33 PM | 4 Likes Like |Link to Comment
  • Apple's Value Creation Going Forward [View article]
    The creation of these additive stuff are well and good but this is were most analysts maybe right and that is Apple does not have enough marketshare for these software to move the needle significantly plus profit margin would not be that significant in comparison to the iphone.
    Feb 16 12:12 PM | Likes Like |Link to Comment
  • Apple's Intrinsic Value And The Market's Irrational Valuation [View article]
    I used to own AAPL but recently I realized that this company's sales, profits are more and more getting dependent on one product: the iphone S. iTunes, iPods, Ipads doesn't seem to move the needle. Even the Apps, iMacs etc does not a bit. The way Cook talks Apple is becoming a single product company that can move the needle (stock price). How can I wait for Apple produce a needle moving product. I doubt iTV can do it, unless it is hologram TV. My only hope that possibly can move stock price is NFC that can disrupt Visa, Mastercard etc. Otherwise these analysts does not believe a single product whose sales trend is going down the market being saturated at the high end will suffice to consider Apple a growth company.
    Jan 30 11:16 PM | 1 Like Like |Link to Comment
  • When Will Tesla Be Bought Out? [View article]
    If Apple runs out of game-changing product they have the money to acquire Tesla, Solar city, Sony and maybe even Disney and make Eon Musk their CEO.
    Dec 27 05:59 PM | Likes Like |Link to Comment
  • Analysis: China Mobile Deal With Apple [View article]
    Getting to China Mobile is well and good and it will move the needle for a time but what's next. iTV? So many permutations has been discussed but it is hard to imagine any mind-boggling change that could excite the world unless they could pull off a hologram TV. Apple has a very short runway for innovation and the only game-changer I could see is if they buy Tesla pretty soon before it loses its cache. Tim Cook to step down and hand the company to Elon Musk.
    Dec 24 06:35 AM | 1 Like Like |Link to Comment
  • Dissecting Tesla's ZEV Mythology [View article]
    Being a former board member of a failed battery company your articles nitpicking on Tesla manifest the expression of a sore loser. I could agree with a lot of reservation that Tesla has slight bigger carbon footprint but that is a small price to pay. Tesla is being emulated by bigger car companies and thus its technology is like a Trojan horse in the obsolescence of the ICE. Moreover being weaned from oil dependence to potential enemies in the Middle East is a big factor.
    Nov 17 04:36 PM | 3 Likes Like |Link to Comment
  • Tesla: Yesterday's Sell-Off Was Unwarranted [View article]
    I hope that Tesla issue a structural modification underneath the car.
    Oct 2 10:26 PM | Likes Like |Link to Comment
  • Is Apple About To Revolutionize The Mobile Payments Industry? Part 2 [View article]
    Maybe the iwatch is just a head-fake for Samsung to waste their energy on something. Mobile payment can be big, very big.
    Sep 18 05:17 PM | 10 Likes Like |Link to Comment
  • Is Apple's iPhone 5C/5S Strategy All Wrong? [View article]
    In the latest figure Samsung has taken over the volume leadership in smartphone sales over apple but winning its Android race to the bottom. It is quickly getting commoditized.
    Sep 16 05:51 AM | Likes Like |Link to Comment
  • Apple Can Look Forward To A Tough 2014 [View article]
    Why did Blackberry lost to Apple? Because of market share? Probably. But not because of price. It is because of technology and ease of use. Apple didn't cater to the low end part of the market and they never will. People are saying to cater to low end of the market to grow its ecosystem but how many of those are buying apps. They are only using their phones for simple calls and taking pictures. I think they ecosystems are in the apps like msft used to be.. Sell side analyst talk of apple as if it's just a smartphone maker. This growth stock with good dividend as everybody knows has more on its plate like apple tv, radio, car radio, books, education, hologram tv, apps, corporate inroads, nfc, credit card and even banking, iwatch, wearable technologies etc.
    Sep 15 10:59 PM | 1 Like Like |Link to Comment
  • Apple's Huge Ecosystem Blunder [View article]
    Apple strategy: collect most of used iphones as trade-ins in the US. Erase what's in it and load up with the latest softwares. Shift it and sell it like cheap iphones that which what wall street is looking for in India and China and widen its ecosytem. You see used iphone is not regarded by apple as a useless commodity but rather valued well by the emerging market. So there is no need to manufacture special cheap phone for that market when done will ruin their reputation as a premium brand.
    Sep 15 08:39 AM | Likes Like |Link to Comment
  • How Apple May Fail In China [View article]
    Profit margin and "cool" are the Apple's DNA not market share. Market share is with the Samsungs and Microsofts of the world. Value trap issues. Cash is king and Apple is able to control it's own destiny. Besides smartphones Apple has so many things going for them that needs money and attentions, like NFR, Apple TV (maybe hologram) conquest of what's inside a car, business smartphones, credit card maybe even banking, disruption of cable tv model, . music, education Be a commodity? Never!
    Sep 14 07:38 AM | 2 Likes Like |Link to Comment
  • Apple's Huge Ecosystem Blunder [View article]
    And that's why Microsoft is a value trap.
    Sep 14 05:50 AM | Likes Like |Link to Comment
  • Apple's Huge Ecosystem Blunder [View article]
    Apple is almost done with the phone war. They'll leave the commodity pricing war to the Samsungs and Microsoft of the world. How much does samsung earns from this phone business I wonder. You should not compare Apple to a one trick pony like Rolex. Apple has so much more arenas to conquer and dominate like NRF, education, music, apps, Hologram TV, annihilation of cable TV. Watch Visa, Mastercard.
    Sep 13 11:56 AM | 1 Like Like |Link to Comment
COMMENTS STATS
116 Comments
182 Likes