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  • Tesla Motors roundup [View news story]
    @stephanpace I agree with you that there are super rich people in China that have no parking issues. On the other hand, I disagree that Tesla can easily sell its first 1000 cars in China. Even if it can, the battery charging infrastructures Telsa needs to setup in order to sell the 1000 car is what I called "expansion to quickly and too aggressively".
    Jul 29, 2013. 06:24 PM | Likes Like |Link to Comment
  • Tesla Motors roundup [View news story]
    Tesla can not be the car of selection for the one car family, which is most of the situation in China. Even the riches in China who owns a BMW or Mercedes only have one car due to limited parking space. Tesla will have a tough sale in China, at least for a quite a while.
    Jul 29, 2013. 04:03 PM | Likes Like |Link to Comment
  • Tesla Motors roundup [View news story]
    I think that TSLA is expanding to quickly and too aggressively, particularly the expansion plan in China. In China, most people (even rich individuals) lives in apartment, no garage. People who owns a house with a garage may not equip with the needed electricity to charge the car either, not to mention the charge stations in China. So, in China, it is not the cost of the car, but the infrastructure for charging the car. This China expansion might be a concern to the investors.
    Jul 29, 2013. 03:06 PM | Likes Like |Link to Comment
  • Priceline (PCLNslips 3.2% in premarket trade after the Expedia blowup overnight. Other online travel sites: OWW -2.4%, TZOO -0.2%, TRIP -1.1%[View news story]
    Same quarter last year, EXPE beat the expectation, but PCLN missed , and its stock dropped $100 after the hour. Now, EXPE just released its earnings and missed big, I expect that PCLN would miss again when it release its result on Aug. 8, particularly based on PCLN said itself in the last earnings release that it expects Q2 to be weak. With PCLN being pumped up so much in the last few months, we need to prepare that a drop of more than $100 may happen this time if it missed.
    Jul 26, 2013. 09:47 AM | Likes Like |Link to Comment
  • Green Mountain's Trademark Doesn't Hurt SodaStream One Bit [View article]
    I do believe that it is a big threat to SODA if GMCR starts to sell its soda machine. 1. GMCR has great experience building its coffee machine, and there is nothing new to them for building the soda machine. 2. GMCR has a much bigger distribution network compare to SODA. 3. Price on the soda machine is not a big issue, since GMCR is 9X the size of SODA, it can compete on the price if it wants to. Remember, this is a business model of printer and ink refill.
    Jul 17, 2013. 03:49 PM | 3 Likes Like |Link to Comment
  • Is Apple's Threat Real In The Living Room? [View article]
    Is there a typo in this article? If "In 2012, global television sales shrank about 4% to 237 million units.", how Apple can "estimate that Apple-branded televisions could sell 156,000,000 units globally in their first year"?
    Feb 5, 2013. 11:59 AM | Likes Like |Link to Comment
  • Qihoo Vs. Baidu, Which Is The Better Play For China's Online Search? [View article]
    Even Google couldn't beat Baidu when it had presence in China. When Google was in China, it only had less than 20% of the market before it decided to withdrew from China. Why all the sudden that the analysts starting to think that Baidu is in trouble due to Qihoo's new entry into the market with a search engine? Give me a break!
    Jan 16, 2013. 05:03 PM | 2 Likes Like |Link to Comment
  • Will Market Doubt Unleash Apple's Cash Reserves? [View article]
    Margin and innovation will not be the only issues for Apple. If Apple can be more shareholder friendly, it can be took as a very positive spin for the wall street and the investors.
    Jan 16, 2013. 03:49 PM | 1 Like Like |Link to Comment
  • Dear Apple Board, This Is How You Defend The Share Price [View article]
    Apple beats its own stock price down due to its secretive behavior. I hope that Apple will learn the lesson, and handling these business and market issues differently.
    Jan 15, 2013. 03:43 PM | 3 Likes Like |Link to Comment
  • Comparing Apple's Guidance To Actual Results [View article]
    Great article!

    If Apple meets and beats its own guidance, but it missed the analysts' expectation, it is only an indication how naive these highly paid analysts are. But it also a strong indication that Apple knows how to manage its products and runs the company well. Should we buy stocks from a company that is well managed?
    Jan 14, 2013. 02:38 PM | 1 Like Like |Link to Comment
  • On cue, Apple's (AAPL -2.8%) sell-side fans are defending it following reports of iPhone component order cuts due to weaker-than-expected demand. UBS, one of the first to report of production cuts, says it detects no change to iPhone orders since December, though it worries shares could be pressured near-term. Wells Fargo notes Apple's 65M-unit iPhone 5 display order (per The Nikkei) was "an unrealistic number to begin with." JPMorgan says it only forecast 25M calendar Q1 iPhone 5 builds regardless. Notable Calls: "This sure feels like capitulation, doesn't it?" [View news story]
    I checked with our field office in Korea (the function of the field office is not mobile phone related) with 15 people. Out of the 10 people below 35 years old, 7 of them have iPhone. This is very high percentage of iPhone ownership, considering it is in Korea, which is Samsung's turf. Some other staff told me that the reason they bought Samsung phone is due to their function of sales call at Samsung. In Korea, bring an iPhone to a Samsung office is not "politically correct".

    This is just another indication that iPhone is doing well!
    Jan 14, 2013. 11:48 AM | 6 Likes Like |Link to Comment
  • Apple Likely To Crush Analyst Estimates With 53 Million Q1 iPhone Shipments [View article]
    I checked with our field office in Korea (the function of the field office is not mobile phone related) with 15 people. Out of the 10 people below 35 years old, 7 of them have iPhone. This is very high percentage of iPhone ownership, considering it is in Korea, which is Samsung's turf. Some other staff told me that the reason they bought Samsung phone is due to their function of sales call at Samsung. In Korea, bring an iPhone to a Samsung office is not "politically correct".
    Jan 14, 2013. 11:27 AM | 2 Likes Like |Link to Comment
  • Apple's Possible Production Nightmare Scenarios [View article]
    This article has to be written by someone does not have any idea how to run a company. Almost 98% of the companies work with the contract manufacturers to produce their products. This is how the ecosystem works. Everyone is doing what it can do the best, and making money on what they can do the best.
    Jan 7, 2013. 12:55 PM | Likes Like |Link to Comment
  • A little more on Deutsche/Apple: The firm notes Japanese analyst Yasuo Nakane has long been cautious about FQ2 (March quarter) iPhone builds, and thinks the consensus for FQ2 iPhone sales has fallen to around 37M. The U.S. team thinks Nakane's estimates (45M builds in FQ1, 28M-30M in FQ2) implies upside to his FQ1 sales forecast, and downside to his FQ2 forecast. Meanwhile, his forecast for 17M-19M FQ2 iPad builds implies upside to an FQ2 forecast for sales of 15M. [View news story]
    The problem for Apple is that it likes to keep everything secretive. This creates room for the analyst to do all kinds of guess work, which in turn, makes the stock very manipulative. If Apple can be a little more transparent, there will be no room for the analysts to do wild guess, therefore the stock should be more stable going up due to Apple's strong fundamentals.
    Jan 4, 2013. 08:03 PM | 5 Likes Like |Link to Comment
  • The Surface RT Is An Innovative Trojan - Microsoft Moves In Adjacent Markets [View article]
    This article considered Surface as the most innovative tablet in 2012, which I tend to agree. On the other hand, the market demand for Surface is real weak. This tells that innovation is not what make a product successful. The analyst constantly beating Apple has no innovation now for its products, but we continue to see Apple's products generate huge demand. I believe that the key for a successful product does not only based on pure innovation, rather understand the consumer requirement and have features that meets the market demand, is key for the success, even it is only incremental.

    Apple has proven this theory with its continued success with iPhone 5, iPad 4, iPad mini.
    Jan 4, 2013. 03:37 PM | 4 Likes Like |Link to Comment
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