Seeking Alpha


Send Message
View as an RSS Feed
View mogwan's Comments BY TICKER:
Latest  |  Highest rated
  • Apple Peak? Why I Completely Disagree [View article]
    At this time in Apple's corporate life, Mxxxxxl Bxxxr is consistently wrong. If he could personally initiate some Black Swan event to vindicate himself, i'm sure he would pull the lever.

    I stopped clicking on his Apple commentaries a while ago; as did many other serious investors. He brings absolutely nothing to the party and he cannot even play 'Devil's Advocate' well anymore. I refuse to grant even partial credence in my reply and thus his name is distorted like his remarks.

    I understand from some others who follow his other prognostications that he's not bad outside of the Apple realm. However, in this arena, it's too bad we cannot play 'Lions & Christians' as we know the outcome :-)
    Nov 19, 2014. 03:50 AM | 11 Likes Like |Link to Comment
  • The Lessons Of GT Technologies [View article]

    let me be the first (of most likely many) to say your article is an amateurish stab at Monday Morning Quarterbacking.

    You state 'It's fair to say virtually everyone on Wall St was blindsided...' then you launch into a set of 'reasons' it was all to clear to you in 20-20 hindsight.

    The fact that Apple did not buy GTAT outright: Apple has no history of buying vendors...they never considered it very nimble in a rapidly evolving industry.

    You also cast GTAT as having NO other revenue sources- playing Apple as "Single Source Daddy Warbucks"

    You also make vague mention of GTAT's limited technological prowess at anything except building furnaces to the point of tossing in, as you put it 'the cost of cutting' to make it sound like a old school mechanical process... are you at all familiar with their technique of shearing super-thin layers using a focussed beam to create hydrogen bubbles? Oh, I forgot, you assumed all investors slept through science class.

    Your one line takeaway from this is 'investors should avoid hype and emotion'... Did you even read any of the white papers on GTAT's technologies in their IP portfolio?

    And the way you cast the Apple/GTAT joint venture is disparaging to the advancement of research, science and technological breakthroughs. Do you think anyone would think Apple would fund their buildout for free? Or that Apple found no value or reason to invest in and develop their own IP portfolio?

    Apple's deal was to co-partner & invest to produce a product for Apple-limited in scope only to use in consumer electronics.

    UD, there's a whole, big world out there that a competitively priced sapphire product could/can be sold into yet you imply the 'deal' was so restrictive, it too was responsible for GTAT's failure...
    Oct 14, 2014. 04:19 AM | 4 Likes Like |Link to Comment
  • 3 Signs That Apple's Next Breakout May Be Its Last [View article]
    Did you know that there are about 10,000 Bears worldwide kept in captivity so their bile can be bled for tonics and potions popular in Asia?

    If these two bears joined them, they would 'outperform the market' in bile production and be considered real rainmaker producers.

    Perhaps it's time to Crowd fund two one way tickets for these guys... I'd be willing to kick in a buck so they could go where they're appreciated...
    Oct 11, 2014. 03:05 AM | Likes Like |Link to Comment
  • SodaStream: Why This Holiday Season Is Crucial [View article]
    The fact it is an Israeli company is secondary to the fact that the soft drink beverage market has been in constant price wars here in Australia... last week it was two 30 packs of Coke Cans for US$ 12 each, and 1.25 liters of pre-botled Schweppes premium mixers for a buck each. At these prices, do people really want to invest in a gadget-especially as many places in the world do not have potable tap water? After purchasing device-CO2-Syrups, fussing with a gadget, you're not going to beat the majors or off-branders at ASP of $1.25 /Liter.

    Also, honestly- what would it take to relocate production out of "stolen Land' as BDS Works states? Soviet Union had little trouble moving everything to the Urals during WWII...
    Oct 1, 2014. 07:39 PM | 1 Like Like |Link to Comment
  • Michael Blair's Incredible Journey - Apple's Blowout Launch [View article]
    Since I've been following SA, MB has been an Apple "Agent Provocateur" and subsequently, i've voted with my mouse clicks not to open his mails & take his bait.

    From what others tell me, he is bot a gentleman and well informed on subjects of which he is in his depth.

    So to all of you who have stopped reading his posts- congrats- Social Darwinism in action.

    His chatter has proven virtually 100% inconsistent with AAPL's moves over the past 18 months.

    However, I would not refuse to sit and have a Single Malt with him- especially if he was paying.
    Oct 1, 2014. 07:30 PM | 1 Like Like |Link to Comment
  • Bloomberg: Liquidmetal's Swatch deal could prevent Apple Watch use [View news story]
    @cfm145 et al... thanks for comments and clarifications...however one point...regarding cfm's statement:

    Apple has a royalty free license to use liquidmetal in the consumer electronics...

    I believe the 'agreement' stipulates that in recognition of Apple's IP contribution to LQMT, LQMT had to 'agree' not to manufacture/sell into the CE marketplace. I was not aware of the SWATCH conflict until I read it here the other day.

    Regarding the equipment, as I understand, most of their injection tech consists of a retrofit to a standard Engel plastic injection moulding machine which can crank out heaps and heaps of pieces per hour.

    I'm long LQMT and GTAT and wishing-hoping their management can finally monetise these technologies-both together and separately.
    Oct 1, 2014. 11:42 AM | Likes Like |Link to Comment
  • SodaStream: Why This Holiday Season Is Crucial [View article]
    Saw the product at a local appliance store here in Australia about 4-5 months ago. I was unimpressed with the product at the ASP and The store was closing out short dated syrups for 1/2 price. However, yesterday was the first time I saw the syrups on the shelf in the beverages section of Woolworths, who dominate grocery sales in the country. So, mebbie they're making a big push in the run-up to holidays... yes- it looks like make or break time for them and i would think break...
    Oct 1, 2014. 06:31 AM | Likes Like |Link to Comment
  • Bloomberg: Liquidmetal's Swatch deal could prevent Apple Watch use [View news story]
    Can anyone tell me, after Apple's large investment and restrictive contract with LQMT regarding the use of LQMT's tech (using Apple's patents) for consumer electronics, Apple did NOT choose to use LQMT tech for the iPhone6 'Bendigate' phones? Surely an injection moulded case using LQMT alloy (stronger than steel?) has to be more rigid than a machined block of 6000 series 'Aircraft Aluminum' alloy needing internal bracing.

    Anything to do with perhaps the fact that GTAT's Sapphire tech (having very close thermal expansion qualities for a near seamless fit into a Liquidmetal device) was not yet at a significant price / yield?
    Sep 30, 2014. 07:44 PM | 2 Likes Like |Link to Comment
  • National Oilwell Varco: Drilling Down For Value [View article]
    Thomas, your research looks very through however off the top of my head, if NOV derives more than 50% of revenue from building rigs, it would seem the market will be saturated with new builds for the next several years as everyone from RIG to Seadrill has placed large orders to replace aging fleet AND 'soak up' what they predicted to be additional production opportunities in 2015-16 and beyond.

    Right now, RIG is at or near their bottom... Franke, which competes with NOV in maintenance etc. is also in the dumper... a sentence or two, could you kindly precis your article above and convince or at least present a compelling argument to your bullishness on NOV?

    Just because they have weathered the storm better than most others this past year does not predict the future...
    Sep 1, 2014. 05:09 AM | 2 Likes Like |Link to Comment
  • Why Apple's Siri Patent-Infringement Trial Can Impact Its Future [View article]
    "China Inc." is the national/international conglomerate driving 'everything PC' inside and outside of the country, however, various events during the past few months could indicate a bit of manifesto confusion going on.

    China's digital device industry needs to work on their 'value add' competitiveness in home-grown technology, management and marketing to become more tech intensive vs. labor intensive.

    However, the Chinese Court's support of a 'Made in China' patent infringement dispute against Apple; along with the Chinese Govt's  state-owned 'Assets Supervision & Administration Commission' ruling to slash 60% of Chinese telco subsidies -specifically on hi-end handsets (read: iPhones) is simultaneously supportive AND at odds with their manifesto.

    Why is China Inc. imposing apparently frivolous & capricious Anti-Apple government policy? How many companies create one million direct and indirect jobs?

    With labor costs rising, and with an ageing population offering less available labor replacements, How difficult would it be to migrate more production out of China and into India over the next several years?

    It would be enlightening to see how China would react if EU and USA followed China's economic playbook as imposed in South America and Africa.
    Jul 11, 2014. 07:53 AM | Likes Like |Link to Comment
  • Buy The Rumor, Sell The News On Apple's New Watch [View article]
    Jeez...with articles like this we should petition SA to change their 'Click' payment policy.
    What we don't need is another lame article on Apple...

    What we do need is a 'post-read thru' "Click" decision hot button... Read the article and if worthwhile, select 'Yes-Pay Author for useful/insightful content'

    Or (in the case of schlock like this) select 'No-DO NOT pay the author.'

    Usually used in reference to movies/music/art & writing.

    1. Crap

    2. Of very poor quality, esp. as a result of being made with insufficient funds, thought, information, brain power- or too quickly.

    Example: Who was depraved enough to come up with this schlock?

    Or: What Rocket Scientist thought this one up?
    Jul 2, 2014. 10:15 AM | 2 Likes Like |Link to Comment
  • Apple's Biggest Threat - Declining Prices Of Computing Devices [View article]
    Dude, Apple will just sell more stuff. You show the price comparison between a 1984 Mac and current iMac but how does this correlate to market share? As mentioned by johnswilson1 above, Apple is the only PC company showing any signs of life. Also Intel is still banking on a resurgence in personal computer sales which I predict will happen when many people realise a tablet is not a substitute for a PC.

    Oh yeah...we'll see pretty soon what percentage 'Computing Devices' make up Apple's product mix for 2015.

    If devices are getting cheaper, tell me how they manage to continuously throw off around $30-$40 Billion Net Income?
    Jun 29, 2014. 05:48 AM | 9 Likes Like |Link to Comment
  • Apple: Yes To The iBuild 3-D Printer [View article]
    Yes futility and complexity are two subjects I know well. I think it will be a long long time before Apple puts their name on any 3D printers for mass consumption.

    They were very careful with their movements after releasing the original Laserwriter (1985) and not releasing a 'Personal' laser printer for five years after in 1990. My last install was an 8500 in 1997. It was not designed or built by Apple. as they eventually went the route of purchasing OEM machines from other builders and badging them as Apple...then left the business entirely.

    Good thread- thanks for your feedback on this topic. Motley Fool has everyone believing the boat is about to sail on this stuff but I for one will not buy a ticket... i see it like a $49 home ice cream maker that will wind up in a closet.
    May 26, 2014. 05:54 PM | 1 Like Like |Link to Comment
  • Apple: Yes To The iBuild 3-D Printer [View article]
    Andreas, you're so correct in noting that 3D modelling software is just part of a very complicated solution. An easy comparison would be comparing results of a professional Photoshop artist to a home user working with Photoshop Elements or some Freeware photo app. Both the professional and home user will achieve a final result printed on inkjet photo paper. however the quality will vary greatly. With 3D printing/software, add in the various properties of plastics, metals, resins or any other material that can be heated and shot thru a nozzle. then calculate its melting point, shear strength, thermal coefficients of expansion/contraction, oxidation, depletion, stability, UV stabilisation, and a thousand additional variables not yet defined by the novice user...what you have- if you're not a Dassault level operator- are dust catcher trinkets. AutoCad, Maya and other 3D render programs make Photoshop seem like a beginner's program and will never go mainstream as Alcarez posited.
    May 26, 2014. 09:21 AM | Likes Like |Link to Comment
  • Apple: Yes To The iBuild 3-D Printer [View article]
    @Andreas Hopf - You are quite right Andreas. Apple will accomplish this personal introduction and assimilation into the 3D software by offering the i3D Pillow. You will sleep on it overnight and in the morning you will be a master CAD software operator.
    May 24, 2014. 07:25 PM | 1 Like Like |Link to Comment