Mav
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Post by Mav on Jul 17, 2013 15:19:59 GMT -8
Forget iPhone 5 shipments playing any role. I highly doubt Apple lost significant iPhone 5 sales to "people who just couldn't wait anymore". Everyone else in the addressable markets aside from "I want an iPhone" folks were "fair game", and if there actually was an identifiable group who "couldn't wait and bought Android" despite iPhone 5's cadence being shorter than a year from the 4S, they really belonged to the "uncommitted smartphone purchasers" category.
The same would apply to iPad mini, which was really, really supply constrained for a while.
S'called competition, and if Apple couldn't reach them, they just need to do better next time.
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Mav
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Post by Mav on Jul 17, 2013 15:22:38 GMT -8
Mercel, bear in mind that Redler's human, he can hypertrade intra-day if he needs to, and because he's affiliated with a paid service, his obligation is to customers over Twitter.
And no, I don't always agree with Redler. He really should shut the heck up with his non-technical commentary on Apple, though I know he won't.
At day's end it's the trader's job to go for success. If there's a T3 guy to judge based on his calls, it'd be Sperling right now with that trade idea of the week newsletter (which I don't subscribe to at present).
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Post by archibaldtuttle on Jul 17, 2013 15:22:53 GMT -8
I really don't understand momentum investing, but I'm starting to have a "if you can't beat em, join em" attitude. For years, I've invested based on my perception of the comapny's fundamentals, but the stock perforamnce can be out of sync for so long it doesn't feel like a winning strategy. It seems like Redler, fitzstock, et al, have had much more success with pure technical and momentum plays.
This morning, see LiquidMetal at 11 cents up 75%, I bought $400 worth. I sold half at 20 cents. I put in an order to sell the rest at 30 cents. Total gain = about 150%. If it doesn't get up to 30, I will sell the rest at 11. Total gain = about 50%
I guess that's how it works. Up strong? Probably will be a bit more up. Then sell. If not, then sell for your buy price, or close to it.
I have little understanding of the company, it's financials, it's management, etc. But all that matters in the short-term is the herd and the direction of their animal spirits.
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Post by tuffett on Jul 17, 2013 15:30:54 GMT -8
Lstream Do you ever listen to yourself? Try not to think too low of anyone or their views and further more try not to think so highly of yourself. You do that and life will be so much happier. I am not the one trying to pass myself off as an expert or guru in topics I know nothing about. Put some actual thought into your damn posts and you wouldn't open yourself up to the criticism. Here is a post you made on another message board on May 12, 2012. You may have a hard time grasping the concept, but people who wish to have an informed discussion get annoyed by always being hijacked with sheer ridiculousness. I am perfectly happy by the way. I just have a low tolerance for continuous streams of pure BS. I don't think I am the only one either. Do you simply not care about having one shred of credibility, or do you see your presence here as pure entertainment for yourself? I literally laughed out loud when reading those EPS fantasies. I echo your sentiments.
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Post by Red Shirted Ensign on Jul 17, 2013 16:03:36 GMT -8
Apple revenue grew 44.6% in 2012. This year it will come down to 12.5% growth. I expected at least 50% but did not envision that they could not supply enough iPhones 5 in the first two quarters of intro (sending 8 million back), not have enough iPad minis, and get affected as much by Samsung and the Galaxy phones. I still think they can grow 20% in revenue in 2014. EPS was a bigger issue given margin compression. It's all a minor 24 month hiccup on a long road of innovation and solid growth. I will continue to buy on margin as long as interest is less then stock growth. And just to be clear the technology is not yet good enough for fingerprint scanners or anything liquid metal. Pay by phone is still a few years away. Sponge...you amaze me...again. The fingerprint scanner technology may be 6 months away ( although personally, I think the sensors are here now and it's the ecosystem's ability to make full use of this piece of tech that could slow adoption) but "a few years?" No way. I saw a demo a month ago of a miniaturized system that had components fully adaptable to a smartphone. Weren't you in the "no iPad mini ever" crowd? Don't pay attention to law enforcement for fingerprint tech...look to data and Internet security firms....
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Post by dmiller on Jul 17, 2013 16:03:56 GMT -8
Reason for LQMT popping... Unless, and until, Apple agrees, the product derived from the patent can only be licensed to others, with Apple's permission. Unless the ITC arbitrarily decides otherwise, and tries to allow Samsung to force a cross-license to non-FRAND-encumbered Apple/LQMT patents in exchange for their FRAND-encumbered patents which were pledged to be licensed at fair and reasonable rates to anyone. (taking a deep breath). This hasn't happened yet, but based on the nonsense going on the the ITC and Samsung right now, it would establish this kind of precedent if not vetoed in short order by the Presidential review. You all know what I'm talking about.
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Post by sponge on Jul 17, 2013 16:08:26 GMT -8
Volume is now as low as it was in Dec 2011. I see that as a good sign.
If Greg's numbers pan out for this quarter and next, then I may make up all of my losses and some by end of Oct. No need to wait for $800.
I just don't think WS will reward aapl with a much higher ISM then 12, but would love to be proven wrong.
And for the record, between the three anti sponge amigos, I am entertained as well.
Now off to kickboxing and dinner.
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Post by sponge on Jul 17, 2013 16:12:49 GMT -8
Apple revenue grew 44.6% in 2012. This year it will come down to 12.5% growth. I expected at least 50% but did not envision that they could not supply enough iPhones 5 in the first two quarters of intro (sending 8 million back), not have enough iPad minis, and get affected as much by Samsung and the Galaxy phones. I still think they can grow 20% in revenue in 2014. EPS was a bigger issue given margin compression. It's all a minor 24 month hiccup on a long road of innovation and solid growth. I will continue to buy on margin as long as interest is less then stock growth. And just to be clear the technology is not yet good enough for fingerprint scanners or anything liquid metal. Pay by phone is still a few years away. Sponge...you amaze me...again. The fingerprint scanner technology may be 6 months away ( although personally, I think the sensors are here now and it's the ecosystem's ability to make full use of this piece of tech that could slow adoption) but "a few years?" No way. I saw a demo a month ago of a miniaturized system that had components fully adaptable to a smartphone. Weren't you in the "no iPad mini ever" crowd? Don't pay attention to law enforcement for fingerprint tech...look to data and Internet security firms.... Red You misunderstood what I meant. I see fingerprint scanner next year, but massive adoption of pay by phone as a benefit years from now. TC said we are in the infant stages and I think he is correct when it comes to mobile payments. Every iPhone must have it and it will take at least 4 years for that. Secondly iPhone market share is only 9% world wide. Not enough to change drastically how merchants accept payments. It will happen but we are years away. I thought the Mini would come out later that's all.
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Post by Deleted on Jul 17, 2013 16:21:55 GMT -8
Forget iPhone 5 shipments playing any role. I highly doubt Apple lost significant iPhone 5 sales to "people who just couldn't wait anymore". Everyone else in the addressable markets aside from "I want an iPhone" folks were "fair game", and if there actually was an identifiable group who "couldn't wait and bought Android" despite iPhone 5's cadence being shorter than a year from the 4S, they really belonged to the "uncommitted smartphone purchasers" category. The same would apply to iPad mini, which was really, really supply constrained for a while. S'called competition, and if Apple couldn't reach them, they just need to do better next time. Agreed, agreed, agreed. The thing that amazes me most with arguments such as this (losing sales), is the long string of reports/surveys that consistently show Apple products in general, and iPhones in particular, having the highest customer satisfaction and highest intent to buy the next one, that the naysayer has forgotten about. Yes, there will be those that change, but are those reverse switchers of a magnitude that materiallyly impact Apple's sales efforts/financials...NO. They don't amount to anything more than background noise.
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Post by sponge on Jul 17, 2013 16:36:21 GMT -8
Keep in mind most of the world pays full price. If they don't get it on the first 4 months they will settle for less expensive, wait until next version, or simply go to Android. I suspect many went to android that is why our market share went down.
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Post by rickag on Jul 17, 2013 17:41:05 GMT -8
Off topic but here goes anyway.
I just got off the phone with my mom. Big deal you say, well my mom is a technophobe and 88 years old. She can't travel any more and hasn't visited us I Texas in several years.
A couple of months ago I had an iPhone mailed to her, then flew down to Florida and we went over the basics of taking and making calls. Not an easy task, not because it is hard but she is uncomfortable with anything that even appears technical.
On this call, I talked her through changing to speaker phone, woohoo. Then, I calmly talked her to the home screen. Then, I got her to click the little picture that looks like a cartoon caption used for dialog, viola, text message. Hit a road bump since it was already in an ATT message, yikes.
After a couple of tries she saw the messages arrow in the upper left and she clicked it to get back to the list of messages. My wife had just texted a message with a picture of our neice's daughter, born this very morning. My mother said the picture was too small (being a thumbnail), so I got her to click the small picture…….… then I had the pleasure of hearing the ooohhhhssss and aaaahhhhhhsss. I smiled. My mom was happy.
Then beyond all expectations I got my mom back to the phone app and got her to click FaceTime, double woohoo. I walked around the house showing her our dogs, our backyard and my wife's gardening genius. More joy, I smiled my mom was happy.
Thank you Apple. Your hard work in UI made my day.
iPhone can't multitask my ass.
PS. The iPhone isn't about technology or specs and isn't about geek nirvana, it's about people…regular people.
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Post by Lstream on Jul 17, 2013 17:56:16 GMT -8
Off topic but here goes anyway. I just got off the phone with my mom. Big deal you say, well my mom is a technophobe and 88 years old. She can't travel any more and hasn't visited us I Texas in several years. A couple of months ago I had an iPhone mailed to her, then flew down to Florida and we went over the basics of taking and making calls. Not an easy task, not because it is hard but she is uncomfortable with anything that even appears technical. On this call, I talked her through changing to speaker phone, woohoo. Then, I calmly talked her to the home screen. Then, I got her to click the little picture that looks like a cartoon caption used for dialog, viola, text message. Hit a road bump since it was already in an ATT message, yikes. After a couple of tries she saw the messages arrow in the upper left and she clicked it to get back to the list of messages. My wife had just texted a message with a picture of our neice's daughter, born this very morning. My mother said the picture was too small (being a thumbnail), so I got her to click the small picture…….… then I had the pleasure of hearing the ooohhhhssss and aaaahhhhhhsss. I smiled. My mom was happy. Then beyond all expectations I got my mom back to the phone app and got her to click FaceTime, double woohoo. I walked around the house showing her our dogs, our backyard and my wife's gardening genius. More joy, I smiled my mom was happy. Thank you Apple. Your hard work in UI made my day. iPhone can't multitask my ass. PS. The iPhone isn't about technology or specs and isn't about geek nirvana, it's about people…regular people. Fantastic story. Thanks.
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Post by prazan on Jul 17, 2013 18:01:01 GMT -8
Mercel, bear in mind that Redler's human, he can hypertrade intra-day if he needs to, and because he's affiliated with a paid service, his obligation is to customers over Twitter. And no, I don't always agree with Redler. He really should shut the heck up with his non-technical commentary on Apple, though I know he won't. At day's end it's the trader's job to go for success. If there's a T3 guy to judge based on his calls, it'd be Sperling right now with that trade idea of the week newsletter (which I don't subscribe to at present). This anticipates what came to mind as I paged through today's posts. I've done well following T3 live, and when I've been burned, it has been my fault. They give away a lot of valuable content, hoping to coax traders into their Virtual Trading Floor, which isn't cheap. The free content contains some of the best analysis I've seen. The morning and afternoon videos recap the action and talk strategy. Redler's Morning Note goes over key levels for SPY, ETFs in play and specific stocks. Did I mention that it's free? Sperling's trade idea of the week went with NFLX last monday; it's up 15% since then. He pitched FSLR on Monday, which was a good call a day late, gapping up at open and holding even since then. And I agree with Appledoc; the stick in a drawer suggestions have been good, though I arrived a little too late to their free services to take full advantage.
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Post by prazan on Jul 17, 2013 18:08:38 GMT -8
Off topic but here goes anyway. I just got off the phone with my mom. Big deal you say, well my mom is a technophobe and 88 years old. She can't travel any more and hasn't visited us I Texas in several years. A couple of months ago I had an iPhone mailed to her, then flew down to Florida and we went over the basics of taking and making calls. Not an easy task, not because it is hard but she is uncomfortable with anything that even appears technical. On this call, I talked her through changing to speaker phone, woohoo. Then, I calmly talked her to the home screen. Then, I got her to click the little picture that looks like a cartoon caption used for dialog, viola, text message. Hit a road bump since it was already in an ATT message, yikes. After a couple of tries she saw the messages arrow in the upper left and she clicked it to get back to the list of messages. My wife had just texted a message with a picture of our neice's daughter, born this very morning. My mother said the picture was too small (being a thumbnail), so I got her to click the small picture…….… then I had the pleasure of hearing the ooohhhhssss and aaaahhhhhhsss. I smiled. My mom was happy. Then beyond all expectations I got my mom back to the phone app and got her to click FaceTime, double woohoo. I walked around the house showing her our dogs, our backyard and my wife's gardening genius. More joy, I smiled my mom was happy. Thank you Apple. Your hard work in UI made my day. iPhone can't multitask my ass. PS. The iPhone isn't about technology or specs and isn't about geek nirvana, it's about people…regular people. Yes, I repeat the thanks for a good story well told. Two weeks ago my nine-month old baby girl was crying so I gave her my iPhone. She immediately stopped crying, poked at it a few times, and promptly moved from the app screen to the phone app and from there called her mother, no doubt to complain about my child care abilities. No kidding. A thousand to one shot, yes, but it proves how intuitive the device is, and how irresistible. She understands scrolling and swiping. My son was swiping and scrolling when I first introduced him to an iPad, when he was 1 year old.
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Post by lovemyipad on Jul 17, 2013 18:10:05 GMT -8
Mercel, bear in mind that Redler's human, he can hypertrade intra-day if he needs to, and because he's affiliated with a paid service, his obligation is to customers over Twitter. Did you mean "no" obligation? He has no obligation to post on Twitter, as his customers get T3's Virtual Trading Floor where they see all trades / positions in real time.
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Post by lovemyipad on Jul 17, 2013 18:25:23 GMT -8
I really don't understand momentum investing, but I'm starting to have a "if you can't beat em, join em" attitude. For years, I've invested based on my perception of the comapny's fundamentals, but the stock perforamnce can be out of sync for so long it doesn't feel like a winning strategy. It seems like Redler, fitzstock, et al, have had much more success with pure technical and momentum plays. This morning, see LiquidMetal at 11 cents up 75%, I bought $400 worth. I sold half at 20 cents. I put in an order to sell the rest at 30 cents. Total gain = about 150%. If it doesn't get up to 30, I will sell the rest at 11. Total gain = about 50% I guess that's how it works. Up strong? Probably will be a bit more up. Then sell. If not, then sell for your buy price, or close to it. I have little understanding of the company, it's financials, it's management, etc. But all that matters in the short-term is the herd and the direction of their animal spirits. Congrats on the trades! For momo trading, just make sure you use / respect stops. The only thing I momo trade is gold futures, and gold gets false breakouts as often as real ones, so stops keep losses small when it's a fake out. I was thinking this morning we may have had a false breakout (a.k.a push through failure) when we cleared 431.50, only to come back down. Often, when this happens, momo traders who bought the failed breakout without a stop subsequently worry they may be "trapped" in a losing position and consequently dump at the first opportunity near break-even. This "regret and fear" contributes to walls of resistance, which we see in the charts as a lower high.
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Post by lovemyipad on Jul 17, 2013 18:47:07 GMT -8
Off topic but here goes anyway. I just got off the phone with my mom. Big deal you say, well my mom is a technophobe and 88 years old. She can't travel any more and hasn't visited us I Texas in several years. .... PS. The iPhone isn't about technology or specs and isn't about geek nirvana, it's about people…regular people. Loooooove this post!!! Thank you for sharing!!!!!
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Post by Deleted on Jul 17, 2013 18:49:06 GMT -8
Keep in mind most of the world pays full price. If they don't get it on the first 4 months they will settle for less expensive, wait until next version, or simply go to Android. I suspect many went to android that is why our market share went down. Pure conjecture. You have no data supporting your hypothesis.
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Post by rutgersguy92 on Jul 17, 2013 18:50:31 GMT -8
Don't buy low, buy high e.g. Don't buy TSLA for $20, buy it for $118. Betting it would go to $2,000. This is called momentum trading. The key is to bet against the bearish divergence in the daily chart. I wouldn't go near TSLA. Reports are that BMW and Toyota are a year away from competing head on with Tesla, which has sparse distribution and no patentable technology to protect it. The advantages of the majors are too many to list here. Tesla is a very good product, but I think it's going to get killed by the advantages of scale only the majors have. The majors had the advantage from the get go, and never moved on it. It took a good deal of innovation and a lot of balls to deliver an electric car as cool as the Tesla. The "majors" have a major shortage of "balls", which is why I'll take the little guy in this fight. Been there.
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Post by Deleted on Jul 17, 2013 18:56:03 GMT -8
PS. The iPhone isn't about technology or specs and isn't about geek nirvana, it's about people…regular people. ...and what they can do with it. Sometimes, because our knowledge is greater than the average, "regular" person, we can get way to technical, and forget that its about the experience, not the specs of the processor. Great story.
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Post by Deleted on Jul 17, 2013 19:04:31 GMT -8
Volume is now as low as it was in Dec 2011. I see that as a good sign. If Greg's numbers pan out for this quarter and next, then I may make up all of my losses and some by end of Oct. No need to wait for $800. I just don't think WS will reward aapl with a much higher ISM then 12, but would love to be proven wrong. And for the record, between the three anti sponge amigos, I am entertained as well. Now off to kickboxing and dinner. I'm certainly not anti Sponge as I've made some terrible moves the past year...I'm just anti BS and for anyone calling for the growth you're calling for with a stock that's worth almost a half trillion is a little ridiculous. There's no way a company worth 0.5 Trillion can grow EPS at a 50%+ clip for the next 5 years. I also don't believe Apple can do no wrong and think you're falling in love with the stock based on your love of the company. It's dangerous to fall in love with a stock.
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Post by Deleted on Jul 17, 2013 19:11:25 GMT -8
I wouldn't go near TSLA. Reports are that BMW and Toyota are a year away from competing head on with Tesla, which has sparse distribution and no patentable technology to protect it. The advantages of the majors are too many to list here. Tesla is a very good product, but I think it's going to get killed by the advantages of scale only the majors have. The majors had the advantage from the get go, and never moved on it. It took a good deal of innovation and a lot of balls to deliver an electric car as cool as the Tesla. The "majors" have a major shortage of "balls", which is why I'll take the little guy in this fight. Been there. They majors did have an opportunity but were surprised at the reception for what is by most standards, an expensive vehicle. Most industry experts were surprised too, although I always felt Fisker was a much tougher sell (on product and price). Now, Nissan's LEAF is gaining traction and the floodgates are going open. Now that Tesla has done a nice job educating the market on EV, the reward could very well be fleeting. As I've said before, I think Tesla's size will prove to be a disadvantage. I've worked inside this industry for over 25 years, and I wish you good luck longer term with this one. Anyone who thinks the majors aren't going to play in this space, with clear advantages of distribution and scale, have a surprise coming.
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Post by Deleted on Jul 17, 2013 19:23:36 GMT -8
The majors had the advantage from the get go, and never moved on it. It took a good deal of innovation and a lot of balls to deliver an electric car as cool as the Tesla. The "majors" have a major shortage of "balls", which is why I'll take the little guy in this fight. Been there. They majors did have an opportunity but were surprised at the reception for what is by most standards, an expensive vehicle. Most industry experts were surprised too, although I always felt Fisker was a much tougher sell (on product and price). Now, Nissan's LEAF is gaining traction and the floodgates are going open. Now that Tesla has done a nice job educating the market on EV, the reward could very well be fleeting. I think Tesla's size will be a huge disadvantage. I've worked inside this industry for over 25 years, and I wish you good luck longer term with this one. Anyone who thinks the majors aren't going to play in this space, with clear advantages of distribution and scale, have a surprise coming. Comparing the Leaf to a tesla is like comparing a $300 dell NetBook to a MacBook Air - totally different classes of product, and in both instances the experience, performance and battery life are far better with the Apple & Tesla options. Tesla does have patents related to power management technology and software, which is why the majors (Toyota & Mercedes) have already partnered with Tesla for their electric vehicles efforts. Tesla (the company) & their vehicles have a very bright future, but TSLA the stock is way overvalued. I sold half my my position in the $70s, and sold the rest last week at $125. The only way I would buy back in would be if it fell back below $70 a share.
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Post by Deleted on Jul 17, 2013 19:30:27 GMT -8
Sponge...you amaze me...again. The fingerprint scanner technology may be 6 months away ( although personally, I think the sensors are here now and it's the ecosystem's ability to make full use of this piece of tech that could slow adoption) but "a few years?" No way. I saw a demo a month ago of a miniaturized system that had components fully adaptable to a smartphone. Weren't you in the "no iPad mini ever" crowd? Don't pay attention to law enforcement for fingerprint tech...look to data and Internet security firms.... Red You misunderstood what I meant. I see fingerprint scanner next year, but massive adoption of pay by phone as a benefit years from now. TC said we are in the infant stages and I think he is correct when it comes to mobile payments. Every iPhone must have it and it will take at least 4 years for that. Secondly iPhone market share is only 9% world wide. Not enough to change drastically how merchants accept payments. It will happen but we are years away. I thought the Mini would come out later that's all. It is entirely possible every iPhone apple sells could have fingerprint sensors in it from this September onwards, the new mid tier iPhone may have it and replaces the iPhone 4&4S, and apple reduces options to one premium line, with the iPhone 5S with fingerprint sensor replacing the iPhone 5. There you go, two iPhone product lines with multiple storage SKUs - all with fingerprint sensors built in. Pretty simple really (if the technology is ready). Remember Apple has owned authentec for a while now, so whatever technology they have been working on will have remained secret - so there is no reason anyone you know would have any info on it Sponge.
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Post by Deleted on Jul 17, 2013 19:44:34 GMT -8
They majors did have an opportunity but were surprised at the reception for what is by most standards, an expensive vehicle. Most industry experts were surprised too, although I always felt Fisker was a much tougher sell (on product and price). Now, Nissan's LEAF is gaining traction and the floodgates are going open. Now that Tesla has done a nice job educating the market on EV, the reward could very well be fleeting. I think Tesla's size will be a huge disadvantage. I've worked inside this industry for over 25 years, and I wish you good luck longer term with this one. Anyone who thinks the majors aren't going to play in this space, with clear advantages of distribution and scale, have a surprise coming. Comparing the Leaf to a tesla is like comparing a $300 dell NetBook to a MacBook Air - totally different classes of product, and in both instances the experience, performance and battery life are far better with the Apple & Tesla options. Tesla does have patents related to power management technology and software, which is why the majors (Toyota & Mercedes) have already partnered with Tesla for their electric vehicles efforts. Tesla (the company) & their vehicles have a very bright future, but TSLA the stock is way overvalued. I sold half my my position in the $70s, and sold the rest last week at $125. The only way I would buy back in would be if it fell back below $70 a share. The point you missed is that the majors are going to be in the EV market. I wasn't comparing Leaf directly to a Model S (didn't even mention it). I think Tesla's future will be limited. They're facing a tsunami of interest among multinationals whose technological resources are beyond enormous.
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Mav
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Post by Mav on Jul 17, 2013 19:48:09 GMT -8
No, I wrote it right. Obligation to (paying) customers OVER Twitter (people who mostly are NOT T3 customers). The "no obligation to Tweet for free" was silent.
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Post by Deleted on Jul 17, 2013 19:57:49 GMT -8
Comparing the Leaf to a tesla is like comparing a $300 dell NetBook to a MacBook Air - totally different classes of product, and in both instances the experience, performance and battery life are far better with the Apple & Tesla options. Tesla does have patents related to power management technology and software, which is why the majors (Toyota & Mercedes) have already partnered with Tesla for their electric vehicles efforts. Tesla (the company) & their vehicles have a very bright future, but TSLA the stock is way overvalued. I sold half my my position in the $70s, and sold the rest last week at $125. The only way I would buy back in would be if it fell back below $70 a share. The point you missed is that the majors are going to be in the EV market. I wasn't comparing Leaf directly to a Model S (didn't even mention it). I think Tesla's future will be limited. They're facing a tsunami of interest among multinationals whose technological resources are beyond enormous. I think there's a lot of uncertainty around its prospects - and at present its being priced beyond perfection in my opinion. Indeed, I don't doubt that the majors will all end up supplying only EVs for regular passenger vehicles at some point, and will far surpass tesla in unit sales. Tesla isn't after a huge piece of the market, there stated long term goal is 500,000 units a year - which is still tiny compared to the majors, so it doesn't need or want more than a low single digit marketshare of the market to fulfil its goals. And its already selling battery packs and drive trains to two of the majors so it has multiple avenues of potential revenue streams to explore in both competition and cooperation with the majors. The supercharger network its building, with the battery swap station option also being rolled out - its entirely possible other manufacturers will settle on tesla powertrains (or tesla compatible powertrains) and also use these networks.
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Post by sponge on Jul 17, 2013 20:39:29 GMT -8
Keep in mind most of the world pays full price. If they don't get it on the first 4 months they will settle for less expensive, wait until next version, or simply go to Android. I suspect many went to android that is why our market share went down. Pure conjecture. You have no data supporting your hypothesis. Correct. Evidence is that sales fall of a cliff after for months, apple has been selling less expensive phones, and android continues to increase market share while Samsung reports record profits. That is the evidence I used to reach my conclusion. I know plenty of people who considered the 5 initially but did not because of lack of supply initially. I also know lots of people who bought the 4S to save $100 and the 4 because it was free.
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Post by Deleted on Jul 17, 2013 22:33:53 GMT -8
Comparing the Leaf to a tesla is like comparing a $300 dell NetBook to a MacBook Air - totally different classes of product, and in both instances the experience, performance and battery life are far better with the Apple & Tesla options. Tesla does have patents related to power management technology and software, which is why the majors (Toyota & Mercedes) have already partnered with Tesla for their electric vehicles efforts. Tesla (the company) & their vehicles have a very bright future, but TSLA the stock is way overvalued. I sold half my my position in the $70s, and sold the rest last week at $125. The only way I would buy back in would be if it fell back below $70 a share. The plant where Teslas are manufactured was oened jointly by Toyota and GM. Toyota is a shareholder in Tesla. I don't own TSLA but do lust after the Model S. I care not a twit about Fisker, the Leaf or any other electric/hybrid. Frankly, I see the future os Tesla being very similar to Apple's in 1997, only Tesla's position is much stronger relatively speaking. The Tesla automobile does not require a unique infrastructure (or IT approval) to be used on public byways. Tesla does not have to overcome the misconception of being a boutique product, not good for anything except making pictures, and it certainly does not need develop support. Scales comes from customer demand. Demand is obvious, and the factory where it is being produced can scale to more than 250,000 units annually. Other factories, left over from the economic meltdown of GM and Chrysler abound. With partners such as Toyota (and I believe GM has a stake as well), the only thing holding Tesla back is customer demand, and that, today, is better than it is for competing hybrids.
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Deleted
Deleted Member
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Post by Deleted on Jul 17, 2013 22:43:08 GMT -8
Indeed, I don't doubt that the majors will all end up supplying only EVs for regular passenger vehicles at some point, Not until a different material is found with which to make batteries. The rare earth needed for batteries doesn't exist in quantity (hence the "rare" nomenclature), except in China. First things first. Recyclable fuel cell technology capable of powering 10,000,000 new vehicles each year, that doesn't require rare earth.
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