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true.north

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  • Apple Is A Luxury Brand And That Is The Problem [View article]
    It's not the $347 that's the problem. It's that it comes with a phone purchase. And let's face it anybody going for the "free" 5C or $99 5S is unlikely to spend a further $349.

    Off-contract, Apple doesn't sell anything less than $450 that's compatible with this watch. So your minimum off-contract investment is $800.
    Sep 10, 2014. 02:11 PM | 2 Likes Like |Link to Comment
  • Will Alibaba Cripple Google Wallet And Others? [View article]
    Alibaba? No. Apple's iWallet (or whatever their mobile payments solution is called) will do serious damage to Google Wallet. Just watch.

    And this coming from someone who's used only Google Nexus Android phones.
    Sep 8, 2014. 11:57 AM | Likes Like |Link to Comment
  • GT Advanced Technologies Update: Latest Supply Chain Check [View article]
    @Matt,

    Really wish you'd take that screen cover you have to a lab and get a Moh's reading on video. That will dispel all the crap being put out by UBS and Canaccord Genuity.

    Or better yet, get an iPhone 5S screen cover and scratch it and the iPhone 6 cover you have with sandpaper, on camera. Sand can scratch GG, but not sapphire.
    Jul 9, 2014. 09:03 PM | 1 Like Like |Link to Comment
  • GT Advanced Technologies: All Set To Benefit From Apple's iPhone 6 [View article]
    The home button is not just about Touch ID.
    Jun 23, 2014. 01:31 PM | Likes Like |Link to Comment
  • GT Advanced Technologies: All Set To Benefit From Apple's iPhone 6 [View article]
    Sapphire isn't crack/shatter proof. It's scratch proof.

    Drop your sapphire iPhone 6 from a horse and you might still get the same result.
    Jun 20, 2014. 04:35 PM | 2 Likes Like |Link to Comment
  • GT Advanced Technologies: All Set To Benefit From Apple's iPhone 6 [View article]
    It's not about integrating anything.

    1) Apple will be able to tell customers that they don't need screen protectors anymore to prevent scratches. That's the huge marketing gain. "Does your smartphone have sapphire bro?"


    2) Apple will save a ton of money on screen repairs under the Applecare+ program. Screens are very expensive to replace, since the whole assembly is replaced with today's fuzed screen+cover glass assembly. Apple is hoping that many will still buy Applecare+ but that demands for screen replacement will decrease substantially.
    Jun 20, 2014. 04:33 PM | Likes Like |Link to Comment
  • GT Advanced Technologies: Is About To Enjoy Some Apple Solar Pie [View article]
    Ship iphones in containers one way. Ship glass the other way.
    Apr 11, 2014. 06:40 PM | Likes Like |Link to Comment
  • New Jersey gives Tesla two more weeks to direct sell [View news story]
    Well then the politicians shouldn't have messed with what was working in the first place.
    Mar 28, 2014. 08:40 PM | Likes Like |Link to Comment
  • It's academic: Consumers don't need dealerships [View news story]
    Stop all human progress. We must guarantee everyone 100k per year jobs.


    Maybe we should have stopped cars because all those horsehoe makers would lose their jobs. We should have stopped computers because all those typists would lose their jobs. Such runs the logic of your post.

    In reality, there won't be any job losses. The jobs will simply change. Dealership staff will work for corporate dealers instead of independent dealers. Small garages will still be doing brakes and tires and bodywork on electric cars. Now gas station attendants and fat car dealership owners might lose out. But the average worker could well be better off. Corporate dealers are more likely to give benefits over Billy Bob's Chevrolet.
    Mar 28, 2014. 08:39 PM | 1 Like Like |Link to Comment
  • It's academic: Consumers don't need dealerships [View news story]
    The jobs won't disappear. Instead of working for Billy Bob's Chevrolet, those employees will work for the real Chevrolet. Billy Bob will be the only one who is unemployed.
    Mar 28, 2014. 08:36 PM | 1 Like Like |Link to Comment
  • It's academic: Consumers don't need dealerships [View news story]
    I guess you think the Apple Store doesn't make money either and Apple should simply sell through Best Buy.
    Mar 28, 2014. 08:35 PM | 1 Like Like |Link to Comment
  • It's academic: Consumers don't need dealerships [View news story]
    Such ignorant comments on here. Tesla aside, such bans are nonsensical


    The dealership model is simply broken. To start with it makes no sense to co-locate sales and service. Sales should be located in high-traffic areas where you can get the most visibility. ie. malls. Service should be located in some cheap suburban industrial park where you can get lots of space for cheap. You shouldn't be building dealerships the size of small apartment complexes on suburban main streets with low walk-in traffic and high cost for servicing space.


    Next, dealerships offer no consistency of service or pricing or speed in this day and age of the internet. Negotiating to buy a commodity is moronic. And a car is pretty much a commodity. You should be able to order it up on the internet and have it dropped ship to your driveway. Tesla does this right. The rest are doing it wrong and trying to defend doing it wrong. Beyond that is the whole, "let me take your offer to my manager" BS and the hours of negotiation to get a new car and the "discounts" if you pick a colour on the lot. This is not good service. This is forcing a customer to accept a sub-optimal solution so that the dealer can move merchandise.


    All this is exactly why dealers are doomed to fail. But it's no big deal. All their employees will be so much happier working for corporate dealers than Billy Bob's Chevrolet.
    Mar 28, 2014. 08:33 PM | 1 Like Like |Link to Comment
  • GT Advanced Technologies: An Investor Manual [View article]
    Is P/E of 25 reasonable? I'm genuinely curious why you think that's sustainable.

    Other than that, no quibbles with your analysis. I like GTAT too.
    Mar 26, 2014. 12:44 PM | Likes Like |Link to Comment
  • 3 Billion Reasons Why Tesla's Gigafactory Will Be A Bloodbath [View article]
    The M5 may be cheaper to buy. But is it cheaper to own over 10 years?
    Mar 5, 2014. 05:11 PM | Likes Like |Link to Comment
  • 3 Billion Reasons Why Tesla's Gigafactory Will Be A Bloodbath [View article]
    Who races with a family sedan?

    The Model S will do just fine with most average drivers going 90 mph. Range will be lower and more charging will be required. But really, how often does one take such long trips?

    A lot of those zooming by on the autobahn are relatively local travel. The Model S will have no issue sustaining 130 mph on these kinds of runs.
    Mar 5, 2014. 05:11 PM | Likes Like |Link to Comment
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