Body
  • 2
    Nicu

    Nicu 7:41 am on October 2, 2011 - 230 days ago

    Available from the get go, it seems. It is still not the AWD I was predicting, it seems “only” an enhanced PEM and motor version of the 300 miles version. If my TSLA options play as I want, I would probably take that one as a stopgap solution (and take a loss in selling it 1-2 years later, that’s in the case my wife does not start driving again – she hates the way people drive in Paris).

    Long live the short squeeze !

    SOURCE:
    http://www.greencarreports.com/news/1066795_breaking-tesla-making-faster-2012-model-s-0-60-in-under-4-5-seconds

     
  • Nicu

    Nicu 7:34 am on October 2, 2011 - 230 days ago

    Good arguments about the social tablet and mainstream AI

    SOURCE:
    http://www.cultofmac.com/116677/why-tuesday’s-apple-event-is-one-of-the-most-important-ever/

     
  • TRADE

    Nicu 4:55 pm on September 29, 2011 - 233 days ago

    Nicu

    in TSLA Jan ’12 $35 C @ $.5, now average $.67 (excluding fees I think)

    Those are basically placeholders for 2014 calls that will be available in Nov, but also replacement for $22.5 C I still hold, and I will sell if the stock goes above $30; there is also a small chance of a short squeeze for which I’m armed from toes to top of the head

     
  • 3
    Nicu

    Nicu 2:08 pm on September 28, 2011 - 234 days ago

    MSFT becomes effectively the largest patent troll ever – they sign up “partners” who pay for “protection” (sound familiar, isn’t it?). Unable to develop their own platform, they stuck it up the throats of headless chicken, while plucking their feathers.

    Funny times :D

    SOURCE:
    http://9to5mac.com/2011/09/28/microsoft-forces-samsung-to-pay-royalties-for-android-phones-and-tablets/

     
    • caruso2323

      caruso2323 1:38 pm on September 29, 2011 233 days ago

      Nicu

      Don’t underestimate MSFT’s Win 8, it will give GOOG a run for their money … MSFT liks its patents in the wait of Win 8…

      GOOG is getting facked big time :

      1) AMZN Fire is about to kill all the Android aspiring tablets much like HP’s tablet garage sale at $99 … MOT, HTC, SMSG, DELL, ASUS, ACER are going to get smashed … Android for Tablets will stagnate for at least a year

      2) MSFT is shafting GOOG by luring away SMSG, as they did it to HTC, and will shaft it deeper in 2012 as it implements Win 8 as GOOG gets alienated with MOT and losing the last mohican Android battered soldiers

      3) ORCL is about to shaft GOOG with royalties

      4) AAPL is about to shat GOOG’s Android platform late in 2011 with its iP5 3G, and more so in 2012 with its iP6 4G LTE

      • rastard

        rastard 8:08 pm on September 29, 2011 233 days ago

        “Don’t underestimate MSFT’s Win 8, it will give GOOG a run for their money …”

        On what basis are you asserting this? The wild success of Win 7, which has seen less adoption than Samsung’s Bada (an OS virtually no one has even heard of)?

        “GOOG is getting facked big time :

        1) AMZN Fire is about to kill all the Android aspiring tablets much like HP’s tablet garage sale at $99 … MOT, HTC, SMSG, DELL, ASUS, ACER are going to get smashed … Android for Tablets will stagnate for at least a year”

        How exactly does this fack Google? Google doesn’t make money on Android device sales — they make money from Ads. The more people there are on the Internet (by any/every means possible — Google’s Android or otherwise) the more Google makes on Ads. If the Fire is getting more people on the net more often, that’s a win for Google. If the Fire provides options that prevent Apple from being the sole game out there, that’s a win for Google too (i.e. Google is no longer in fear of Apple cutting off their Ad flow).

        Further, Amazon’s Fire runs Android (a Gingerbread variant). Not Google’s Android, but nonetheless, Apps written once for Android work on both Google and Amazon’s Android. So proliferation of Fires will encourage developers to write more Android apps (especially much-needed tablet apps), which benefits Google’s Android as well.

        “2) MSFT is shafting GOOG by luring away SMSG, as they did it to HTC, and will shaft it deeper in 2012 as it implements Win 8 as GOOG gets alienated with MOT and losing the last mohican Android battered soldiers.”

        HTC has produced Windows phones longer than it has produced Android phones, so your “luring” and “everyone is switching from Android to Windows phone” fantasy just doesn’t line up with reality. Samsung may produce start producing Windows Phones as well, but they’re invariably going to produce more of whatever consumers are buying — which at least for now (and for the foreseeable future) is still overwhelmingly Android.

        “3) ORCL is about to shaft GOOG with royalties”

        It will be interesting to see how this plays out.

        “4) AAPL is about to shat GOOG’s Android platform late in 2011 with its iP5 3G, and more so in 2012 with its iP6 4G LTE”

        Yeah, yeah, yeah. Just like you said the iPhone 3, 3GS, 4, and Verizon iP4 were all going to shat Android earlier this year, last year, and the years before. And yet Android has gone from 0% to nearly 50% of worldwide Smartphone market share during that timeframe, and still (according to this month’s more recent reports) appears to be continuing to expand it’s lead.

        No doubt, iP5′s will sell like hotcakes, outsell the iP5, and make Apple loads of money — but that’s not the same as shatting Android.

        • rastard

          rastard 10:27 pm on September 29, 2011 233 days ago

          Typo: “outsell the iP4″

  • Nicu

    Nicu 12:06 pm on September 28, 2011 - 234 days ago

    If one needs to balance Tesla’s image with negative spill, you are served.

    Meantime, short interest is climbing (over 21M shares or 20% of total and probably 40% of float), albeit at a slower pace than usual. Oct. 1 event (this Saturday) will bring much needed first hand info and I hope that will scare a bit the bears that will scramble for exit.

    The wait is almost over for an almost complete picture of the Model S both from consumer’s and from investor’s view.

    SOURCE:
    http://money.cnn.com/2011/09/28/autos/tesla_business_plan.fortune/

     
  • Nicu 11:08 am on September 28, 2011 - 234 days ago

    4
     
    • conshmillo

      conshmillo 1:59 pm on September 28, 2011 234 days ago

      Have you actually created GREECE tag? Yes you did.

      • GotWake

        GotWake 3:27 pm on September 28, 2011 234 days ago

        I can’t seem to find any option tables for this ‘greece’. LOL

    • Nicu

      Nicu 2:01 pm on September 28, 2011 234 days ago

      I hope it does not induce any problems; I just didn’t know where to post that.

      • conshmillo

        conshmillo 2:07 pm on September 28, 2011 234 days ago

        No, not a problem. I usually put things that influence markets in general under DIA. (DJIA’s ETF)

  • Nicu 6:31 pm on September 26, 2011 - 236 days ago

    13
    Nicu

    AAPL Oct. options expire on 22nd but earnings are on 18th. Rare occasion for short term options warriors.

     
    • Nicu

      Nicu 7:23 pm on September 26, 2011 236 days ago

      I wish I had seen that earlier, even by a few hours : in Oct. $450 C @ $2.75

      • Nicu

        Nicu 1:33 pm on September 28, 2011 234 days ago

        improved to $445 C for $.55

        • Nicu

          Nicu 2:05 pm on September 29, 2011 233 days ago

          improved to $440 C @ $.7

    • Nicu

      Nicu 2:31 pm on September 29, 2011 233 days ago

      I should have reported here getting in Oct $440 C @ $2.95

      I also improved all to $435 C @ $.7

    • Nicu

      Nicu 1:39 pm on September 30, 2011 232 days ago

      Improved all Oct. $435 C to $430 C @ $.7

    • Nicu

      Nicu 1:37 pm on October 3, 2011 229 days ago

      improved Oct. $430 C to $425 C @ $.7
      in Oct. $425 C @ $3.45

    • Nicu

      Nicu 1:59 pm on October 3, 2011 229 days ago

      improved Oct. $425 C to $420 C @ $.75

    • Nicu

      Nicu 5:48 pm on October 4, 2011 228 days ago

      improved Oct. $420 C to $415 C @ $.75

    • Nicu

      Nicu 6:11 pm on October 4, 2011 228 days ago

      improved Oct. $4&( C to $41à C @ $.7

    • Nicu

      Nicu 6:11 pm on October 4, 2011 228 days ago

      that would be $415 C to $410 C

    • Nicu

      Nicu 1:41 pm on October 7, 2011 225 days ago

      in Oct. $420 C @ $1.75

      • Nicu

        Nicu 3:21 pm on October 7, 2011 225 days ago

        improved those to $415 C @ $.5

    • Nicu

      Nicu 3:30 pm on October 7, 2011 225 days ago

      improved Oct. $410 C to $405 C @ $.75

  • Nicu 12:13 pm on September 22, 2011 - 240 days ago

    1
     
    • JPWatkins

      JPWatkins 10:49 pm on September 22, 2011 240 days ago

      I’ve seen this before.
      It’s still funny.

  • 2
    Nicu

    Nicu 12:11 pm on September 13, 2011 - 249 days ago

    http://www.telegraph.co.uk/technology/news/8753784/The-300m-cable-that-will-save-traders-milliseconds.html

     
    • conshmillo

      conshmillo 2:18 pm on September 13, 2011 249 days ago

      Those speeds are not for humans. Only robots can take advantage of those speeds. I trade manualy so loss of one second here and there is no big deal. :-)

      • Nicu

        Nicu 2:22 pm on September 13, 2011 249 days ago

        of course, but they estimate that for large hedge funds, “a one millisecond advantage could be worth up to $100m” a year; which shows to what extent those algorithms took over the market

  • 3
    Nicu

    Nicu 4:30 pm on September 8, 2011 - 254 days ago

    VERY strange … it never happened across the board

    I know it’s crazy, but the only thing I can think about is a new material that would be used for all cases (remember liquid metal ;) ) – I mean all bodies of products, but this is so speculative, so unexpected, so hard to do from a supply chain point of view (all at once), that I would bet against !

    There may be huge demand (very unlikely to be so in sync), or some serious disruption in the production chain … but we would have already heard about that

    SOURCE:
    http://www.macrumors.com/2011/09/08/shipping-estimates-throughout-apples-online-store-suddenly-rise/

     
    • Nicu

      Nicu 4:31 pm on September 8, 2011 254 days ago

      Oh, I have one more idea: an error in the store database / web page, maybe the most likely :)

      • rastard

        rastard 6:47 pm on September 8, 2011 254 days ago

        Some of the user explanations at the bottom of the MacRumors page are pretty funny. :-)

      • Nicu

        Nicu 9:05 pm on September 8, 2011 254 days ago

        OK, it seems my second idea was the right one; after 50 years of software advancements, it’s less reliable that during WWII (Turing helped break German codes) – well done Apple ! (everything in the store is shipping in 24h)

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