Skeptical Engineer's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/564762/comments http://seekingalpha.com/article/1435411/comments?source=feed#comment-18837061 18837061 Wed, 15 May 2013 02:10:40 -0400 http://seekingalpha.com/article/1416211/comments?source=feed#comment-18611591 18611591
Don't worry about inflation and rising interest rates. The greater danger is austerity driven unemployment like that seen in southern Europe.]]> Thu, 09 May 2013 02:35:12 -0400
Don't worry about inflation and rising interest rates. The greater danger is austerity driven unemployment like that seen in southern Europe.]]> http://seekingalpha.com/article/1408971/comments?source=feed#comment-18610441 18610441
The company does have potential. Agree that the lack of profitability is disappointing, but I think mobile is going to be a winner for them.]]> Thu, 09 May 2013 01:02:03 -0400
The company does have potential. Agree that the lack of profitability is disappointing, but I think mobile is going to be a winner for them.]]> http://seekingalpha.com/article/1408971/comments?source=feed#comment-18543531 18543531 Tue, 07 May 2013 13:27:14 -0400 http://seekingalpha.com/article/1264241/comments?source=feed#comment-18355731 18355731 Thu, 02 May 2013 10:41:35 -0400 http://seekingalpha.com/article/1264241/comments?source=feed#comment-18342601 18342601 Thu, 02 May 2013 01:10:45 -0400 http://seekingalpha.com/article/1382771/comments?source=feed#comment-18253581 18253581
There are some recent reports of users leaving Facebook in developed markets which is a worrying trend also. For example, the report below about teens being less interested in the social network.

http://abcn.ws/13HGYPE]]> Mon, 29 Apr 2013 23:06:16 -0400
There are some recent reports of users leaving Facebook in developed markets which is a worrying trend also. For example, the report below about teens being less interested in the social network.

http://abcn.ws/13HGYPE]]> http://seekingalpha.com/article/1264241/comments?source=feed#comment-17291051 17291051
Yelp jumped by 8% today. The NY Times article below may have been an influence.

http://nyti.ms/YBhKSX

Apps are a convenient way to search on mobile devices. This trend is good for Yelp.]]> Fri, 05 Apr 2013 21:33:07 -0400
Yelp jumped by 8% today. The NY Times article below may have been an influence.

http://nyti.ms/YBhKSX

Apps are a convenient way to search on mobile devices. This trend is good for Yelp.]]> http://seekingalpha.com/article/1264241/comments?source=feed#comment-16202001 16202001 Tue, 12 Mar 2013 18:49:28 -0400 http://seekingalpha.com/article/1256821/comments?source=feed#comment-16016881 16016881 Fri, 08 Mar 2013 01:13:11 -0500 http://seekingalpha.com/article/1141451/comments?source=feed#comment-15717321 15717321 Fri, 01 Mar 2013 22:10:06 -0500 http://seekingalpha.com/article/1240751/comments?source=feed#comment-15717151 15717151
Your calculation for Toyota revenue is too high. Toyota does not sell $1778 billion worth of cars annually. I converted their last 12 months of revenue from Google Finance and it came to $91 billion. This is about 57 times Tesla revenue, so it's still a David vs Goliath battle.

Based on the job advertisements on the Tesla web-site, I understand they run the SAP ERP system. This includes a standard MRP module. In general, MRP systems are off-the-shelf software now with companies enhancing the solution internally. The ERP can communicate with suppliers through various EDI interfaces also.

I have no position in TSLA stock. I'd like to see them succeed from an environmental perspective, but I am the proud driver of a Chevy Volt which I highly recommend.]]> Fri, 01 Mar 2013 22:01:49 -0500
Your calculation for Toyota revenue is too high. Toyota does not sell $1778 billion worth of cars annually. I converted their last 12 months of revenue from Google Finance and it came to $91 billion. This is about 57 times Tesla revenue, so it's still a David vs Goliath battle.

Based on the job advertisements on the Tesla web-site, I understand they run the SAP ERP system. This includes a standard MRP module. In general, MRP systems are off-the-shelf software now with companies enhancing the solution internally. The ERP can communicate with suppliers through various EDI interfaces also.

I have no position in TSLA stock. I'd like to see them succeed from an environmental perspective, but I am the proud driver of a Chevy Volt which I highly recommend.]]> http://seekingalpha.com/article/1218531/comments?source=feed#comment-15401681 15401681
In the future, we're going to see more powerful computers driving greater workplace automation. Robotics, make-to-order manufacturing and more advanced CRM/ERP systems. I think Microsoft has plenty of room to grow and take market share from the other software vendors.]]> Sat, 23 Feb 2013 00:26:28 -0500
In the future, we're going to see more powerful computers driving greater workplace automation. Robotics, make-to-order manufacturing and more advanced CRM/ERP systems. I think Microsoft has plenty of room to grow and take market share from the other software vendors.]]> http://seekingalpha.com/article/1141451/comments?source=feed#comment-14341521 14341521
How much revenue can be generated by mobile display ads? I use Facebook on my cell-phone and can't remember ever seeing an advertisement. Many users have trained themselves to ignore display ads.]]> Wed, 30 Jan 2013 02:33:10 -0500
How much revenue can be generated by mobile display ads? I use Facebook on my cell-phone and can't remember ever seeing an advertisement. Many users have trained themselves to ignore display ads.]]> http://seekingalpha.com/article/1141451/comments?source=feed#comment-14341381 14341381 Wed, 30 Jan 2013 02:19:59 -0500