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  • Tesla: Mr. Musk's Wild Ride At Your Expense  [View article]
    Craig misses the point that Ford, GM, etc are buying the ZEV credits because they can't come close to building a car as green as the Model S, at ANY price point.

    The Model S is not the car of the masses, but the cars that ARE being marketed to the masses aren't anything like the Model S. TSLA started by marketing a niche sports car, now has a premium luxury car, is building a premium SUV and has started work on a regular family car, all with excellent design, power, systems and range (certainly compared to other electric vehicles).

    Is the Model S the perfect car for everyone? No.

    Is it better than anything comparable on the market? Yes.

    And as TSLA sells these cars, they turn the profits into the next vehicle and those will sell for less and/or have more features, and that revenue goes to the next price point, etc. Yes, their "profit" isn't repeatable quarter after quarter (unless Ford, GM, etc continue to buy ZEV credits instead of make great EVs, which actually is likely come to think of it), but to claim the company has no future because the government helped them out when the economy tanked is, at best, naive and at worst, criminal.

    Especially since Ford and GM asked for, and got, WAY more in bailout money from the Feds (that they don't have to pay back and aren't using for EVs) than TSLA got in it's loan, which is HAS paid back.

    I'll keep my TSLA shares, thank you.
    May 22, 2013. 09:02 PM | 9 Likes Like |Link to Comment
  • Music studios continue to balk at Apple's (AAPL +0.8%) royalty terms for its planned Web radio service, industry sources tell the NY Post. Whereas Pandora (P +2.8%) pays $0.12 per 100 streamed songs and iHeartRadio $0.22, Apple is said to have made an initial offer of $0.06. Is Apple playing hardball out of a belief the Internet Radio Fairness Act (something apparently on the minds of studios) gives it some leverage? The report could be helping Pandora rally ahead of today's FQ4 report. (previous) Update: The NYT reports stalled licensing talks have led Apple's service to be delayed at least until summer.  [View news story]
    I hear Apple's service would only allow you to stream music you already own (i.e. your iTunes Library). Why should we, as consumers, be forced to pay extra - every time we listen to it - for music we have already paid full price for?
    Mar 7, 2013. 02:10 PM | 2 Likes Like |Link to Comment
  • Apple (AAPL) is working on a cheaper iPhone that could launch later this year, the WSJ reports. One source says the device could resemble the regular iPhone, but "with a different, less-expensive body." The cheapest iPhone currently sold (the 8GB iPhone 4) goes for $450 unlocked, putting it out of the reach of many emerging markets buyers, as well as some prepaid buyers in developed markets. The fact low-end Android phones sell for much less (sometimes less than $150 unlocked) has done wonders for Android's international share.  [View news story]
    Um ... it's not like AAPL is having trouble selling iPhones. They can't make them fast enough!

    Considering that AAPL controls 60% of the smartphone profit with less than 20% share of the smartphone market suggests that AAPL being worried about the bottom end of the market is ridiculous, at best.
    Jan 9, 2013. 02:01 AM | Likes Like |Link to Comment
  • Is There An Apple Disconnect?  [View article]
    If there are no technical, fundamental or market reasons for the decline, what's left? Manipulation? Market movers pushing down to get a better "spring" when quarterly results are released? Something is holding Apple price back, but what?

    I own, and will hold, AAPL shares.
    Jan 8, 2013. 05:15 PM | 1 Like Like |Link to Comment