recentpopularlog in

neerajsinghvns : tech   30

CNBC: 'One of the worst inventions in tech is shared calendar' says Basecamp CEO
CNBC
Basecamp co-founder and CEO Jason Fried is speaking out against endless meetings, emails, being on call 24/7 and 80-hour workweeks. Nothing will change, he says, until people raise their hands and voices and demand: 'We need to have a life.' Read the full story
Shared from Apple News
CNBC:  'One  of  the  worst  inventions  in  tech  is  shared  calendar'  says  Basecamp  CEO  32  hour  4  day  workweek  work  week 
april 2019 by neerajsinghvns
2019 Toyota Sienna: Model overview, pricing, tech and specs - Roadshow
https://www.cnet.com/roadshow/reviews/2019-toyota-sienna-preview/
2019 Toyota Sienna: Model overview, pricing, tech and specs - Roadshow ;;;
-
tags: 2019 Toyota Sienna: Model overview , pricing , tech and specs - Roadshow | apple carPlay ;;;
-
search for:
While Apple CarPlay and Amazon Alexa are both supported as standard for the 2019 model year, Android Auto users are out of luck.
-
search for
Toyota offers the Sienna in a plethora of trims to suit a variety of budgets and needs. The Sienna's base L trim level starts at $31,115, not including $1,045 for destination. It comes standard with a number of safety features branded as TSS-P and the Entune 3.0 infotainment system that features Apple CarPlay and Amazon Alexa Auto integration. Cloth seats are standard. ;;;
-
Search For:
The XLE trim has the same starting price as the SE trim but offers more luxury-oriented features such as leather seating, Toyota's SmartKey system with remote start and an optional Blu-Ray player with folding widescreen display. ;;;
-
Search for
Toyota's SmartKey system with remote start and an optional Blu-Ray player with folding widescreen display.
2019  Toyota  Model  overview  pricing  tech  and  specs  -  Roadshow  |  apple  carPlay  Sienna  :  remote  start 
december 2018 by neerajsinghvns
These 5 tech stocks are in a dot-com-like bubble (and they aren’t all FAANGs) - MarketWatch
These 5 tech stocks are in a dot-com-like bubble (and they aren’t all FAANGs)
Getty Images
Spot the micro bubbles.
Although the overall stock market looks reasonably valued, there are pockets of extraordinary risk where stocks with 2000-bubble-like valuations lurk.
Specifically, there is a “micro bubble” in certain tech stocks, where valuations reflect expectations for future cash flows that would require unrealistically high margins, growth, and market share. These expectations might not be so “bubbly” if not for the fact that the current margins and cash flows of these companies have trended at very low or negative levels for years.
5 tech stocks in a micro bubble
Figure 1 lists the five tech stocks we put in our first micro bubble. They share a few key characteristics:
• Low or negative return on invested capital (ROIC) and free cash flow
• Unrealistically high valuations: all 10 companies either have negative economic book values, or they have a PEBV above 20
• Expectations that they achieve heretofore unseen dominant market shares
These are five of the largest micro-bubble companies. Briefly, here’s what makes each of these companies part of the micro-bubble.
Amazon
Fun fact: Amazon’s AMZN, +0.20% $885 billion market cap is higher than Walmart WMT, +0.45% Home Depot HD, +0.69% Oracle ORCL, -0.39% and Disney DIS, +0.53% combined. Investors are betting that Amazon can grow to dominate multiple industries while earning significantly higher margins than it does now.
Amazon has finally shown an ability to earn a profit, but it still must grow net operating profit after tax (NOPAT) by 30% compounded annually for 19 years to justify its current valuation. See the math behind this dynamic DCF scenario. For comparison, only six companies in the S&P 500 SPX, +0.28% managed to grow NOPAT by 30% compounded annually for just the past 10 years. Maintaining that growth rate for nearly double that time frame would be an extraordinary feat.
Amazon prefers to point investors to free cash flow, but its reported free cash flow numbers are an illusion. In reality, the company continues to experience significant cash outflows.
Investors who focus on understanding true cash flow and fundamentals know the disconnect between actual cash flow and the market’s expectations for future cash flows borders on the absurd.
Netflix
Netflix NFLX, +0.16% has become one of the leading creators of original content, but it’s done so with an unsustainable cost structure. As this excellent video from The Ringer explains, Netflix earns an accounting profit, but only because its reported content costs understate its actual content spending by about 50%. The company continues to lose billions of dollars a year and grows increasingly dependent on the high-yield debt market.
Felix Salmon of Slate recently published a piece titled “Netflix Can Either Become the Dominant Media Monopoly of the 21st Century or Go Bust.” The market values Netflix as if it will be that dominant monopoly when, frankly, there’s a very good chance it goes bust. Risk/reward for this stock is so bad that no investor with any respect for fundamentals can own this stock in good conscience.
Salesforce.com
Salesforce CRM, +1.21% has racked up losses for years while pursuing growth at any cost. The theory behind this strategy is that the company will eventually be able to cut back heavily on its marketing and R&D costs while maintaining its recurring revenue stream.
Even if this strategy does work, which is far from certain, the company is currently valued at 10 times revenue, or double the valuation of Oracle. This hasn’t dissuaded bulls, as Salesforce generates classic tech bubble-style headlines like “Ignore Salesforce’s Valuation.” In other words, they want investors to ignore fundamentals.
Tesla
Tesla TSLA, -1.09% currently has a higher market cap than GM GM, -0.05% despite selling about 1% as many cars in 2017. What’s more, GM is already ahead of Tesla in self-driving technology and rapidly catching up when it comes to electric vehicle production.
Elon Musk keeps promising that Tesla will revolutionize the auto industry, but so far Tesla hasn’t shown an ability to navigate the manufacturing logistics that the established auto makers figured out decades ago. The company’s valuation is blind to fundamentals and seems entirely focused on the cult of personality that has built up around Musk.
Read: Tesla confirms intention to go private, sending stock up 11%
Spotify
Spotify Technology SPOT, -0.24% wants to disrupt the music industry, but so far it remains beholden to the Big Three record labels that own 85% of the music streamed on its platform. The market thinks of Spotify as a trendy tech company, but as we wrote in our report on the stock, the economics of its business are more similar to the movie theater industry.
Spotify’s leverage against the record labels is further weakened by the rapid growth of competitors like Apple Music AAPL, -0.08% It’s hard to see how Spotify can justify the growth expectations implied by its valuation unless it could pull off the unlikely feat of taking over ownership of its content from the labels while holding off competition from other streaming services (all without having to overspend like Netflix has).
Again, we see a company where the valuation reflects the best-case scenario with little to no tether to fundamentals.
How to bet against the micro bubble
Investors that want to bet against these micro-bubble stocks can short them directly, but that can be expensive and risky for these momentum-driven companies. As the saying goes, the market can stay irrational longer than you can stay solvent.
Another way to profit from the busting of this micro bubble is to invest in the incumbents from which these companies must take major chunks of market share. When these micro-bubble stocks fall back to earth, a great deal of capital should be reallocated to the incumbents.
Macro bubbles vs. micro bubbles
Today’s market has some micro bubbles, or smaller groups of overhyped stocks trading at ridiculous valuations.That makes it very different from the tech bubble, which was a macro bubble, a marketwide phenomenon that distorted the valuation of the entire market.
A few new features are shaping the market now and explain why today’s bubbles are unlikely to spread to the entire market, at least for the foreseeable future:
• Politicians and policy makers are focused on preventing macro market crashes. Today’s politicians and policy makers are heavily shaped by both the housing bubble of the mid-2000s and the tech bubble of the late 1990s. They will likely do everything in their power to prevent recurrence of such cataclysmic events on their watch.
• Rising influence of noise traders. Noise traders, who make investment decisions based on noise and have no regard for fundamentals, are an increasingly influential force in today’s market. Roughly a quarter of all U.S. adults with internet access are retail online traders. That’s around 50 million investors who don’t have professional trading (much less investing) experience and might be more susceptible to buying into “story” stocks without understanding the fundamentals. There’s power in those numbers.
• Overhyping “transformative” technology. The splintering of online media has led journalists to overhype nearly every new technology and trend in a relentless competition for clicks. For example, despite the “Retail Apocalypse” narrative, brick-and-mortar sales still account for 90% of retail sales, and Walmart earned nearly three times more revenue than Amazon last year. In reality, very few new technologies are as transformative as we like to imagine.
• Value transfer vs. value creation. Too many investors overestimate the value-creation opportunities for new technologies. Even when technologies are transformative, predicting who will reap the benefits of these technologies is difficult. Often, most of the value accrues to end users/consumers and not corporations. When it does accrue to a company, it’s usually at the expense of another company. During the tech bubble, bulls believed the internet would make our economy radically more productive and allow the GDP growth rate of around 5% in the late 90’s to persist for many years. When this utopian future failed to materialize, the market collapsed. By contrast, today’s micro-bubble companies compete against firmly established incumbents from which they must take large chunks of market share to survive. Instead of adding value, these companies aim to take value from existing players. Even if they succeed, we think much of that value will eventually pass to consumers.
This last point is key. In 1999, investors gave Microsoft MSFT, -0.10% its absurdly high valuation because they believed its software would create enormous amounts of value and growth for thousands of other companies. On the other hand, Tesla’s sky-high valuation implies it will take market share away from General Motors and Ford F, +0.50% which decreases the valuation of those companies.
These modern-day micro bubbles reflect the zero-sum nature of today’s crowded and more mature competitive landscapes.
Why we’re not in a macro bubble
Figure 2 sums up the difference between the tech bubble and today’s market pretty clearly. It shows the price to economic book value (PEBV) of the largest 1,000 U.S. stocks by market cap going back to 2000. PEBV compares the current valuation of a company compared to the zero-growth value of its cash flows, i.e. NOPAT, so a higher PEBV means the market expects more future cash flow growth.
While the market’s PEBV has more than doubled since 2012, from 0.7 to 1.5, it’s nowhere close to its tech bubble level of 5.7.
There are definitely some outrageously valued companies out there, but those high valuations … [more]
If  it  is  something  urgent_  after  you  send  me  the  details  by  email_  please  contact  text.  These  5  tech  stocks  are  in  a  dot-com-like  bubble  (and  they  aren’t  all  FAANGs)  -  MarketWatch  Amazon  AMZN  Netflix  NFLX  Crm  salesForce  Spotify  Tesla  TSLA  dotComLike 
august 2018 by neerajsinghvns
1-Minute Tech Tip: What is "AutoSize Planes"? - YouTube
tags: 1-Minute Tech Tip : What is " AutoSize Planes "? - YouTube | video solidworks auto resize autoReSize needsEditing ;;;
1-Minute  Tech  Tip  :  What  is  "  AutoSize  Planes  "?  -  YouTube  |  video  solidworks  auto  resize  autoReSize  needsEditing 
april 2018 by neerajsinghvns
Reset Firefox – easily fix most problems | Firefox Help
https://support.mozilla.org/en-US/kb/reset-firefox-easily-fix-most-problems;;;ZZZZZZZZZZ Reset Firefox – easily fix most problems | Firefox Help;;;ZZZZZZZZZZZZZZZZZZZZZZZZZ tags:mozilla,firefox,tech,technical,support,;;;ZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ
mozilla  firefox  tech  technical  support 
january 2015 by neerajsinghvns
Contact Us | Rocketfish
http://www.rocketfishproducts.com/contact-us.html;;;ZZZZZZZZZZZZZZZZZZZZZ US,Canada&PuertoRico:1-800-620-2790;;;ZZZZZZZZZZZZZZZZZZZZZZZZZZZZ We’re_here_to_answer_your_requests_daily_from_8am-9pmCT.
rocketfish  HDD  hardDrive  tech  technical  support 
january 2015 by neerajsinghvns
WD Support
http://support.wdc.com/contact/contact.asp?lang=en;;;ZZZZZZZZZZZZZZZZZZZZ WesternDigitalCentralSupport;UnitedStates&CanadaSupportCenter;;;ZZZZZZZZZZ US&Canada-English:1(800)275-4932;;;ZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZ MondayThroughThursday:0800amTo0900pmCST;;;ZZZZZZZZZZZZZZZZZZZZZZZ Friday....ThroughSunday:..0800amTo0700pmCST;;;ZZZZZZZZZZZZZZZZZZZZZZZ
wd  western  digital  phone  tech  technical  support  HDD  hardDrive 
january 2015 by neerajsinghvns
Help Center—Knowledge Base and FAQ
graahak kee sankhyaa: 29793524;;;
Product and Technical Support: (480) 505-8877 ;;;
Billing Support: (480) 505-8855 ;;;
Email Support: Submit a Ticket;;;
godaddy  help  FAQ  guide  tutorial  glossary  knowledge  base  kb  phone  tech  technical  billing 
august 2009 by neerajsinghvns
Apple - Support - Contact Apple Support
Contact Apple Support
U.S. iPod and Mac technical support: 1-800-APL-CARE (1-800-275-2273)
U.S. iPhone technical support: 1-800-MY-IPHONE (1-800-694-7466)
Canada technical support: 1-800-263-3394
Apple Rebates: 1-877-4-APL-PROMO (1-877-427-5776)
ipod  iphone  itouch  apple  technical  tech  support  phone  number 
april 2009 by neerajsinghvns
Drivers & Downloads ScanSnap/Organizer Service Packs : FUJITSU United States
Tech Support - If you are unable to find the information you want here, please call (800) 626-4686, option 2 for assistance between the hours of 5:00 a.m. - 5:00 p.m. PST Monday through Friday.
fujitsu  tech  support  Customer  svs  phone  #  number  s510 
march 2009 by neerajsinghvns
http://images.businessweek.com/ss/07/11/1129_tech_pioneers/index_01.htm
Future Leaders of Tech
The World Economic Forum's 2008 picks for the hottest startups in health care, biotech, IT, Internet, and energy
?  future  tech  leaders  excel  spreadsheet  powerpoint  davos  invention  ideas 
december 2008 by neerajsinghvns

Copy this bookmark:





to read