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BigJ1260

BigJ1260
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  • Ford could see halo effect from new Mustang [View news story]
    See link for images of new Pony car
    Went with the Aston martin type grill a la the Fusion
    Should be a home run

    http://bit.ly/INOEuU

    BTW 1980 - the Fusion is a much better car than the MB CLA
    MB at $55K and above are good cars in their class, but not at heart of market prices
    Dec 4, 2013. 12:52 PM | Likes Like |Link to Comment
  • Ford could see halo effect from new Mustang [View news story]
    Ummm 1980
    Have you seen the figures and trends for Fusion and F-150 ?
    As well as China successes

    Pretty strange to say they "have little else going for them right now"

    They have focused on getting these core segments right across multiple platforms before addressing the $45K + market with Lincoln total reboot. F-150 gets total redesign in 2014 as well.


    I do like what GM has done recently with cadillac though
    Dec 4, 2013. 12:44 PM | Likes Like |Link to Comment
  • No Moat, Increased Competition, Expensive Valuations Make Pandora A Short Candidate [View article]
    and itunes radio is 2 months old dgulick

    Lets wait until P reports guidance for next Qtr to get a better idea where P is on share trends as well as their view going forward.

    Don't forget that Apple Eco has more than 600MM users and eyeballs to sell to, this game is still in first at bat of first inning for Apple globally, while P is established in North America (without a lot of incremental opportunity growth as penetration already very high) - but is struggling to break out beyond that geography

    Apple doesn't need to go out and sell up and down the street like P is, which is very capital intensive and the biggest reason P is not and will not be profitable. Large customers will come to Apple to get ads to 600MM people eventually.
    Nov 18, 2013. 02:42 PM | 2 Likes Like |Link to Comment
  • No Moat, Increased Competition, Expensive Valuations Make Pandora A Short Candidate [View article]
    $10 a month would lose them 90% of their current payer base at a minimum. Cant really raise ad pricing when the big dog (Apple) just entered same arena.
    Nov 18, 2013. 01:36 PM | Likes Like |Link to Comment
  • Apple reportedly slashes 5C production in half [View news story]
    Yes Chop
    Everyone knows that Apple decided to come out with ios after Schmidt was on their board and told them about this new thing called Android that didn't exist yet- and that's how they came out with the iPhone first.

    Oh wait, It was Schmidt who saw what Apple was doing in board meetings- copied their strategy at Google and began to develop Android - and then had to recuse himself from the Apple board.
    Oct 11, 2013. 12:04 PM | 2 Likes Like |Link to Comment
  • Apple reportedly slashes 5C production in half [View news story]
    Chop Chop
    A little balance might be nice

    Samesung Trolling gets old after awhile
    - although, I know they did announce that they have a gold phone too - and will soon have 64 bit too. Can't wait for their fingerprint scan announcement.
    Oct 11, 2013. 12:11 AM | 3 Likes Like |Link to Comment
  • Amazon gears up for holiday season demand [View news story]
    "Flat to Down"
    means below last year EPS Paulo
    Which I do believe they will guide to that range
    Oct 1, 2013. 04:12 PM | Likes Like |Link to Comment
  • Samsung smartwatch reviews critical; Apple working on flexible OLEDs? [View news story]
    Maybe they will come out with a gold watch
    - and out innovate Apple for once !
    Oct 1, 2013. 04:10 PM | 3 Likes Like |Link to Comment
  • Amazon gears up for holiday season demand [View news story]
    Whats amazing - is to look at estimates vs actuals - correlated to stock price - Next Qtr still shows $0.74 - everyone knows they will guide flat to down again ! - wont matter. 2014 shows almost $3 in earnings ! - no way, will guide flat to small loss (again!)

    all while revenue growth slows

    Been going on,like this for 2 years now
    ANY other company would have stock cut in half minimum.
    Oct 1, 2013. 01:08 PM | Likes Like |Link to Comment
  • Apple's iPhone 5C Is Not Cheap Enough [View article]
    I do think that the trade in programs can drive a lot of sales for 5-C in particular- a 4S owner can get $150 to $200 trade in and then pick up a 5-C for $99 + $29 for a cool cover and end up with much better phone.

    Lots of teens and females in USA who will be driven by the color factor on top of improved performance of a 5-C vs 4-S they currently own. All of these sales will be added to 5-S upgrades and US sales in calendar Q4 should be huge.

    Then add in China Market in play all of Q4 for first time and Docomo being on board in Japan - Q4 could come in way above expectations.
    Sep 11, 2013. 11:56 AM | Likes Like |Link to Comment
  • Apple: Forget About $700 And Enjoy Range-Bound Purgatory [View article]
    I do think that the trade in programs can drive a lot of sales for 5-C in particular- a 4S owner can get $150 to $200 trade in and then pick up a 5-C for $99 + $29 for a cool cover and end up with much better phone.

    Lots of teens and females in USA who will be driven by the color factor on top of improved performance of a 5-C vs 4-S they currently own. All of these sales will be added to 5-S upgrades and US sales in calendar Q4 should be huge.
    Sep 11, 2013. 11:51 AM | 2 Likes Like |Link to Comment
  • Amazon: Free Smartphone Won't Happen [View article]
    nigebj
    almost 80% of mobile digital purchases for content are through iTunes
    Sep 9, 2013. 06:56 PM | 1 Like Like |Link to Comment
  • Elon Musk promises cross-country Model S road trip [View news story]
    Lets see Sketpic
    ICE vehicle cross country about $350 in Gas

    9 hours eating, resting or drinking coffee
    $0 fuel cost for Tesla
    Getting paid about $40 an hour vs ICE while recharging
    Dont forget that you have to stop and rest - eat etc. while driving ICE vehicle cross country anyways
    Sep 7, 2013. 02:33 PM | 1 Like Like |Link to Comment
  • Lenovo in attack mode on mobile [View news story]
    Apple and Samesung only ones making any money in Mobile Hardware.

    Lenovos battle cry is that they can be better at losing money on mobile devices than Huawei and others - and that they can do it faster.

    It's the OS and tieing consumers into an ecosystem (apps, the cloud etc.) that will give the Hardware value in the end. Apple has not even begun to monetize this aspect to the level that they can and eventually will.
    Sep 7, 2013. 02:13 PM | 2 Likes Like |Link to Comment
  • Report: Amazon plans to offer smartphone for free [View news story]
    Kindle has really struggled now that other Android versions of Tablets are available similar price - and with the google play store available.

    A free Amazon phone withNO Apps will only sit on shelves
    Amazon is almost non existent in 3rd world counties where Free might be effective.
    This phone will be a joke in US - except for maybe older retired people who want "free'
    Sep 6, 2013. 07:25 PM | Likes Like |Link to Comment
COMMENTS STATS
206 Comments
278 Likes