Seeking Alpha


Send Message
View as an RSS Feed
View Niklaus' Comments BY TICKER:
Latest  |  Highest rated
  • The Apple Vs. Google Battle Has Changed [View article]
    It’s not really Apple vs Google but upper-dog Apple and under-dog MS Vs. Google, it’s just not “hot” yet but brewing for sure.

    Looking at the Apple - Google battle (yesterday), what customer want it the satisfaction received (today), and how people more and more start to feel about Google (tomorrow), it's a great opportunity for an under dog to sneak in.

    - After my Google searches showed up in Facebook I switched to Bing; so have many others
    - I never managed to synch my Android phone with Exchange, so have many others
    - Free is propaganda, there is no free; many have started to figure that out
    - etc. etc.

    If I look back an Apple, started with a Mac Plus, and look at MS over the last two years and what seems to be their strategy, I see Google soon fighting the big-dog Apple and the under-dog Microsoft. Google’s brainpower is no match for a the Apple and Microsoft's decade long customer experience and having gone through bad times. MS did win the battle against Apple, but in-spite of all the the power and money was never able to take the movie industry away from Apple, and only partially the graphics industry. What Audio/Video and Graphics was for Apple yesterday is business for Microsoft tomorrow.

    What does Google really have the others don’t? Not so important today, but surely by tomorrow - it’s a technology company, today is already history! Plus, need to look outside the US too.
    Jun 5, 2015. 05:23 PM | 2 Likes Like |Link to Comment
  • Microsoft Is Pulling A Fast One On Google [View article]
    It is a technology world: Need to be ahead of the competition not today, nor tomorrow, but the day after tomorrow. The day you can’t re-invent yourself you are history.

    MS vs Apple battle is a good example, and then came Google. Apple stayed low for years while it re-invented itself, took off but didn’t stop reinventing itself several times over. MS has been low and re-inventing itself. Google is riding the top, but is now in a similar place as MS before it’s decline: What was the driving force, money or technology? Technology. What is the driving force now, tomorrow? I see money has started to make the rules.

    Google will be the King for a while but it looks like MS may well gets the “tomorrow.” Long MS.

    Note: I longed Apple for years when it was written off, to bad I didn’t have money to invest or I’d be fifty rich now. For over a year I have longed MS, hope I can say “was right."
    Jun 4, 2015. 05:47 PM | Likes Like |Link to Comment
  • US Job Market Shows Strong Gains, But Why Is Part-Time Work Rising? [View article]
    In a capitalistic setting, whatever generates more net profit rules: Two part time employee are cheaper than one full time.

    Those who didn’t loose the job ended up with a higher workload, and those lucky enough to have/get a job are more than willing to work harder. Again, good for the company. I have plenty of company when it comes to greatly increased workload.

    Corporations have no social obligations, not even to their employees. Looking out for the employees will reduce profits, and we on this list as investors looking for profit what do we have to say?

    How will the market react with less corporate profit? When many say a correction is on the horizon?

    Guess we are stuck in a catch 22.
    Jul 7, 2014. 05:07 PM | Likes Like |Link to Comment
  • Capstone Part 3: Still Triple Value Bound [View article]
    I purchased the stock based on the product from a venture capital perspective a Las Vegas trip. Well said, barryreavis - at best laugh to the bank, at worst lost nothing.
    Capstone has a product that carries far more weight than financial numbers and charts based on historical data many articles on Seeking Alpha are made of - unless products get sold for profit nobody makes money.

    Real question is: What is to goal of the management? Willing and able to grow or wait to be bought out? Personally: The market wasn't quite ready for this product and the stock price was too low to make for a change. This may well change soon.
    May 7, 2014. 06:38 PM | 1 Like Like |Link to Comment
  • How To Play The Nuclear Energy Comeback [View article]
    What about asking ourselves: How many of our critical constructions would survive what that power plant had to face? Nuclear power is quite safe if used properly, like in the Nautilus and in satellites, but scaled up that it takes days to shut down a plant is insanity. The disposal of wasted fuel is an issue as we still haven't learned to deal with our waste we generate - meaning all waste. I am a believer in nuclear power though not how we currently use it.
    Jun 8, 2013. 08:04 PM | Likes Like |Link to Comment
  • Exxon Mobil CEO: We're Going In, Can't Pull Up, Brace For Impact [View article]
    Even if we were to find the solution to our energy problem, even bigger issues faces us: 1) We run out of sweet water 2) have no means to produce the food needed to feed ourselves 3) increase of trash, toxic or not.
    Jun 2, 2013. 04:40 PM | Likes Like |Link to Comment
  • Android Is Dead - Part 8: The S4 Fights Back - BUT... [View article]
    What customers want will make the difference, and there is a strong move away from proprietary OS towards transparency and licensing free. While my take also is that Android, as it stands today, has little future, I'd say Ubuntu based phones may well surprise us all. If you were in charge of security wouldn't you be worried about "no idea what the OS does" with iOS, Blackberry, or WP8?
    Mar 31, 2013. 03:48 PM | Likes Like |Link to Comment
  • Shale Gas Revolution: Greatest Boom Ever For The U.S. Economy? [View article]
    With new technology I refer to a scientific research article in Science or Nature magazine I recently read: We are pushing the limits and have entered much new territory. Messing up creates irreversible damage, can't take that risk.
    As an immigrant: Why is it that in the USA it's always the government fault and always hear that business decisions are based on what's in the best interest of society (socialistic) and not for the corporate primary purpose, generate income?
    Mar 3, 2013. 07:22 PM | Likes Like |Link to Comment
  • Nokia Is On The Rise [View article]
    And also heard MSFT bought ASPL too. A smart, double move by Steve Jobs, 1) "Bill Gates, put your money where your mouth is," and 2) sends the message MSFT invests in AAPL. What percentage was MSFT holdings?
    Mar 3, 2013. 02:57 PM | Likes Like |Link to Comment
  • 4-Year Stock Optimist Turns Negative - 4 Signs Market Is On Thin Ice [View article]
    One year ago I went to 100% cash with a 600% profit, and would have lost 20% if I hadn't. It depends on the stock one holds, not on the market! My selling decision was: Till now it was investing, stock increased based on something real, from now on it's speculation.
    As Buffet said: One can only make money when one knows more than everybody else - know your field (be an insider) - and then stay in cash till you find another "gold laying goose. Haven't seen a "this could be the goose" but many were "sell to a greater fool."
    Mar 1, 2013. 05:46 PM | 1 Like Like |Link to Comment
  • Nokia: HERE We Go [View article]
    The day the 100th money realizes that Google's free services are not free and exodus can easily break Google as there are alternatives available. Apple enjoyed the cool factor and is "the product" to have. Moods can change quickly for a loos for Apple. That is why I conclude that Yahoo, Nokia, among others, may well take off; just wont happen tomorrow.
    Mar 1, 2013. 05:29 PM | Likes Like |Link to Comment
  • Shale Gas Revolution: Greatest Boom Ever For The U.S. Economy? [View article]
    It's only the worst idea if we irresponsibly expand it without allowing the needed technology mature - put capitalistic profits before safety of the country. Fracking is a new technology in it's infancy, not a bad one.
    Mar 1, 2013. 04:50 PM | Likes Like |Link to Comment
  • Shale Gas Revolution: Greatest Boom Ever For The U.S. Economy? [View article]
    What you really mean is "allow me to exploit this," Yes? No?
    Mar 1, 2013. 04:44 PM | Likes Like |Link to Comment
  • Gold And U.S. Government Debt: Highly Correlated [View article]
    The price of gold and debth do relate. However, other factors are driving the short term fluctuations or many would have gotten rich simply using this correlation. Also, from a scientific point of view, an R2 of 0.74 is insignificant and 0.46 is flipping a coin.
    Jan 26, 2013. 11:37 AM | 1 Like Like |Link to Comment
  • We May Have Avoided The Cliffs, But We Still Face High Mountains [View article]
    Just to ponder:

    Avoided the cliff? Or: Are over the cliff and all is fine because we are still in the air.

    Heard from an European financial adviser: Neither Europe nor the US are okay, but while Europe is on it’s way out of the Intensive Care Unit the US is on it’s way in.
    Jan 25, 2013. 06:23 PM | Likes Like |Link to Comment