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  • Why Garmin Is Not That Exciting [View article]
    Do you honestly think you can do with your free Apple cellphone GPS what a Learjet can do with its $75,000 Garmin G1000 GPS? I don't think so!
    Jun 12, 2012. 11:39 AM | Likes Like |Link to Comment
  • Garmin (GRMN -5.1%) could be a victim of Apple's pending iOS update, warns Oppenheimer. The firm thinks Apple (AAPL), which is expected to unveil a proprietary mapping solution this week at its developer conference, will also follow Google's lead in including turn-by-turn mobile navigation services with its mobile OS, thereby causing further damage to the handheld/automotive GPS market.  [View news story]
    Let's see . . . a high-end Apple GPS solution is a freebie included with a cell phone. A best-selling high-end Garmin aviation GPS costs about $25,000 without installation. Are we talking about the same thing? It's like you're comparing paper airplanes to biz-jets.
    Jun 11, 2012. 12:30 PM | 2 Likes Like |Link to Comment
  • Boeing: Profitability Analysis [View article]
    You also need to understand the airliner development cycle. There are few - if any - development projects that suck up as much development cash as a new airliner. So the 787 Dreamliner drained the company of cash as it went through the cycle, but now it's in production. Airliner production starts slow at the bottom of the learning curve, and it accelerates as the workers become increasingly skilled at producing these behemoths. Boeing has about 800 Dreamliners on the order books, but they're still learning their production skills. Boeing will become increasingly profitable as the 787 (like all other airliners before it) ramps up production. The returns will be noticeable since the 787 was expensive and slow to develop because of its many new technologies. This article shows the sharp dip in profitability due to the cash-draining 787 development cycle, but the author didn't seem to be aware of what was happening.
    Jun 8, 2012. 04:34 PM | 2 Likes Like |Link to Comment
  • Report Card: Research In Motion And Selected Peers [View article]
    @JamesApple:. . . a totally unproven BB10 platform which is a forced marriage of the ancient QNX . . ."

    Are you talking about the QNX that drives the newest BMWs, Fords, Ferraris & Porsches, GM’s OnStar and Audi’s MIB infotainment systems? The QNX that manages collision-avoidance systems and near-field communications with smart-phones? Yeah, sounds pretty ancient, alright! Not what you'd want in a smart phone.
    May 18, 2012. 09:57 PM | Likes Like |Link to Comment
  • Report Card: Research In Motion And Selected Peers [View article]
    Today's news is reporting that security wonks in the UK have just approved BB7 for secure military & police work. Which shows that the real world is slow catching up to RIM technology, but eventually they get there. At this rate, it may be a few years until QNX/BB10 reaches its stride - but it will get there. And the cash will follow.
    May 18, 2012. 03:35 PM | 6 Likes Like |Link to Comment
  • Though Rackspace (RAX) and many IT giants have high hopes for the OpenStack cloud infrastructure platform, observers are wondering if it's too late for OpenStack to challenge Amazon Web Services' (AWS) dominance, given the manic growth AWS is posting, and its sudden willingness to integrate with private clouds. OpenStack supporters hope fears of AWS customer lock-in, along with the market's growth potential, will give it room to maneuver.  [View news story]
    But what good is a tool shed without tools? I'm not sure which way you're leaning on this topic. Which do you prefer - the "wonderful hammer" or the tool shed?
    Apr 19, 2012. 05:23 PM | Likes Like |Link to Comment
  • RIM's Grim Earnings Reality [View article]
    BanginStocks: Agreed, The iPad is useless for business. I bought, like so many others, because I was convinced it would work. But it sits on the shelf now. The kids use it when they come to my office. I'm waiting for more feedback from Playbook users before I buy, but I'm definitely open. Sooner or later, the concept must work.
    Jun 14, 2011. 12:56 PM | Likes Like |Link to Comment
  • RIM's Grim Earnings Reality [View article]
    ET has it: RIM dominates in emerging markets. Apple is just a bystander. Sure lots of folks in Asia would like an Apple, but what are they going to do with it, besides use it for a paperweight? What does Apple offer that's anything like BlackBerry Enterprise Server? That's why RIM dominates the business market.
    Jun 6, 2011. 02:05 AM | 2 Likes Like |Link to Comment
  • Why Egypt Should Matter to Investors [View article]
    Egypt could go to war over this since they feel entitled by colonial treaties to all the benefits of the Nile. See:
    Jan 30, 2011. 04:12 PM | Likes Like |Link to Comment
  • U.S. Energy Policy Is Responsible for Unrest in Egypt [View article]
    We're already driving the biggest SUVs, our most powerful sports cars, and the heaviest motorcycles in the world. Now we're promoting these gross electric cars. What would our roads look like if we hadn't implemented CAFE standards? We'd be choking on big iron. We can't help but look more than a little foolish as we thunder about in our 4-ton SUVs, fueled with tax-free gasoline, wringing our hands about ethanol.
    Jan 30, 2011. 11:29 AM | 2 Likes Like |Link to Comment
  • What GM Can Learn from Toyota [View article]
    We're still staggering along with 3 ancient Chevy Astro cargo vans, but GM doesn't have anything new to replace them with. So we just keep repairing and overhauling these 15 yr old relics. The Chevy salesmen say,"If we could get small cargo vans, we'd sell every one of them." What's GM offering as a small cargo van? Nothing. And they wonder where the customers went!
    Oct 5, 2009. 12:54 AM | Likes Like |Link to Comment
  • Has Garmin Lost Its Direction? [View article]
    Garmin's FAA-certified GPS units are installed in hundreds of different models of _new_ aircraft around the world. It's the most popular avionics system in new general & business aircraft, and has been for several years. Because of the complex and powerful IP, Garmin's aviation & marine divisions are solid money makers. None of the other makers have this capability, not even close.
    Aug 13, 2008. 06:08 PM | Likes Like |Link to Comment
  • Deere & Company: Long-Term Buy on Dips [View article]
    But watch out for the impact of the rising cost of steel! It's about to chew a hole in Deere's margins.
    May 19, 2008. 09:20 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Spelling errors always disrupt the flow and cause me to puzzle about what's being said and reach for the dictionary: "China still looking for the break pedal." Don't you mean "brake pedal"? Or is this a new financial procedure?
    Apr 16, 2008. 09:54 AM | Likes Like |Link to Comment
  • Duke Energy CEO Examines Climate Legislation: Who Wins? Who Loses? [View article]
    I've nothing against cleaning up industrial processes, but it's puzzling why so many CEOs are getting behind the man-made global warming hoax. It looks like one of the big winners will be European car makers (which burn Saudi clean diesel), but is this one of the real reasons that the Euros are behind this giant con game?
    Dec 19, 2007. 09:41 PM | Likes Like |Link to Comment