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thotdoc

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  • Cost Cutting Through Expansion Will Help FuelCell Energy [View article]
    You may have missed it, but one of the Directors of FCE bought 100,000 shares of stock for 1.88, IIRC. And, he already mad several hundred thousand shares.

    So, something is up. we just have to wait and accumulate.
    Oct 31 12:10 PM | 1 Like Like |Link to Comment
  • IDC Q3 2014 Smartphone Shipments: The Chinese Are Coming [View article]
    Go for it, buddy. Buy Google and Lenovo. Please short AAPL. Put your money where your mouth is.

    Google is dependent on 'stealing' our personal information and selling it. That is not a long term model I'd invest in. As time goes on, people are becoming more and more upset with this. And, Google has no real mission beyond that. Google is run by a couple of bright guys who seem to be Mission undisciplined and fascinated by what they think are their great ideas.

    Re Lenovo, a very competitive company...but they must integrate several large companies they recently purchased. Before investing a lot in Lenovo, I'd wait to see how management manages and integrates....digests.... they've just eaten. Then what do they have? A good phone with a fractured OS at the lower or middle end of the price range and playing major catch-up on so many fronts that Apple leads in and is pulling further away.

    Re Apple, you don't get it. Your ideas about AAPL lack the broader view. Just keep repeating the Narrative of market share as you keep your self pacified. You've apparently missed out on a fabulous pps run up and apparently are missing this one.

    Then, there is a problem with your understanding of what you are writing about:
    "IDC release 3Q14 smartphone shipment data that indicates AAPL continues to suffer from a diminishing ecosystem on the back of market share contraction."

    Apple does not have a market share contraction long term problem. Please call the executives at Sony and Samsung. And, it's difficult to give credibility to the statement that "AAPL continues to suffer from a diminishing ecosystem". Apple's ecosystem is anything but diminishing.

    These statements lead me to question if you really understand what you are opining about or are you just ???

    Apple is a strong buy for several years, especially in a market that will punish companies who stock is up only because of share buybacks.
    Oct 31 11:38 AM | Likes Like |Link to Comment
  • Cost Cutting Through Expansion Will Help FuelCell Energy [View article]
    I'm fascinated at all the background movements in the face of few new sales. NRG is deeply invested. FCE has developed excellent funding sources for projects. They have sold fuel cells to PGE, General Illumination and NRG. They are partnered with one of the most prestigious applied research institutions in the world. ETC, ETC. Now, they are expanding their production facility.

    The cost of their electricity is not higher than all sources. If I remember correctly, they are at the high end, not the most expensive way to produce electricity. Yet, they have numerous advantages in distribution, and emissions.

    Again, I'm fascinated. All of these companies with inside information are involved, several need the green energy. It's still an unfolding story and the stock is worth accumulating, especially at these levels.
    Oct 31 11:12 AM | 2 Likes Like |Link to Comment
  • Apple Pay, Partnerships And Software As Disruption [View article]
    Somethings to think about. Thank you.
    Oct 31 01:10 AM | 6 Likes Like |Link to Comment
  • Apple's New Television Opportunity [View article]
    "So many simply factually wrong statements in your post. You are making a fool of yourself. "

    So many simply factually wrong statements in your post. You are making a fool of yourself.

    So many simply factually wrong statements in your post. You are making a fool of yourself.

    :-)
    :-)
    :-)
    Oct 30 09:12 PM | 4 Likes Like |Link to Comment
  • Apple's New Television Opportunity [View article]
    Sony was an outsider...with too much money and a need to be accepted...and got fleeced. Apple is not Sony.
    Oct 30 09:10 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 377 Oct. 30 '14: Axion Up-List Completed; S-1 10/22 Revision;NS-999 In Testing; Axion Nasdaq SPO Page Up; EPower & Axion Present At The Battery Show [View instapost]
    Thank you Rugged.
    I read the blog every day. I don't have much to add to it.
    Oct 30 01:22 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 377 Oct. 30 '14: Axion Up-List Completed; S-1 10/22 Revision;NS-999 In Testing; Axion Nasdaq SPO Page Up; EPower & Axion Present At The Battery Show [View instapost]
    So, now we have 2 markets, electric trucks and batteries for solar farms. It is a slog, but...it may pay off. I bought back in this AM. All we need is a real niche, like PLUG's niche. Likely the niche is solar farms. But, the story is still several years out.
    Oct 30 10:07 AM | 12 Likes Like |Link to Comment
  • Is Pandora Hitting A Speed Bump Or A Wall? [View article]
    There is a new streaming service, TIDAL, that has 25MM tunes and streams at full bandwidth, rather than lossy. The cost is 20$/Month. So, it may be more for people who value the sound quality...which is pretty amazing through great car stereo, or at home, or earphones. Even sounds better through iPhone.

    In addition, Apple will improve Apple radio...another hobby business.

    So, I think there are better places to invest than Pandora.
    Oct 30 09:56 AM | 3 Likes Like |Link to Comment
  • FuelCell Energy Announces Manufacturing Expansion Project to Reduce Costs and Position for Growth [View article]
    All the company needs is sales, and the pps will fly. As noted above, I can only assume they are not just doing all this on the come; that they have sales that will require expanding the manufacturing facility.
    Oct 29 06:47 PM | Likes Like |Link to Comment
  • FuelCell Energy Announces Manufacturing Expansion Project to Reduce Costs and Position for Growth [View article]
    OK. Well, they are all delusional or they know sales are coming.
    Oct 29 04:54 PM | Likes Like |Link to Comment
  • Squllier's Declaration Sheds Light On Bankruptcy Details For GT Advanced Technologies [View article]
    Do you honestly believe that the management team that wrote THAT contract with Apple should be running GTAT...or any public company ?

    I don't. They are deficient on so many levels. Just one example will suffice. GTAT management apparently agreed to produce a product when they did not have complete control over the production process, and had never scaled the process. Don't even get into the contract terms, etc. Management was driven by 'all the great things that were going to happen when it all worked out as they dreamed'.

    This is a 'let's just do what they want us to do and we'll be rich' mentality...not the mentality of leaders of a public company whose first idea must be to manage the risk of bad decisions. Too much greed, not enough experience in what could go wrong.

    They made the mistake made by too many hungry beginners with not enough experience: They agreed to do something for which they had no proven and scalable process.

    This would be like me taking a large contract to hire executives for a BIG company and I had never functioned at that level of production...and I said yes. I wouldn't do that because I understand the responsibilities related to implementation...and what always goes wrong when scaling.

    Like I said, the management of GTAT is inexperienced with no fear of the probable.

    If anyone wants to invest money in a company run by that mentality, go for it.

    Maybe it'll work. But, there are too many other companies to invest in, for me.

    BTW, IMHO the real culprit here is the leader of the project at Apple. He or she was also dreaming. I can get that GTAT management were salesmen of the worst ilk. But the person at Apple was apparently responsible for providing the face pieces for the product that Apple desperately needed.

    Was this their first time leading a project that needed to be proved AND scaled? They deserve to be sanctioned.

    Who is this person?
    Oct 29 04:52 PM | 15 Likes Like |Link to Comment
  • Did Apple Pay Just Lose Billions? [View article]
    It's not about the revenue stream, it's about the stickiness. And, it adds to the narrative of Apple's concern for data security and their being at the leading edge of personal technology.
    Oct 29 01:54 PM | 6 Likes Like |Link to Comment
  • Did Apple Pay Just Lose Billions? [View article]
    Please explain how, realistically, a finger print is stolen and then used.
    Oct 29 01:48 PM | 6 Likes Like |Link to Comment
  • Apple Not Making The Most Of Opportunities In Asia [View article]
    Who wrote the title? The title and the article don't match; click bait.
    Oct 29 11:33 AM | 11 Likes Like |Link to Comment
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