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Feb 17, 2022
02/22
by
BLOOMBERG
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going to take the advantage of that reset button that has been pressed and in conjunction with the oembalance we need to maintain good do car pricing? you will see some mitigation in terms of margin on new cars but i believe the lesson is now embedded they will not return back to the 2018 or 2017 margins. lisa: to be clear, as to the msrp, you think we will head back to a level more in tandem with that suggested retail price ? -- to have something to order to continue maintaining margins to some degree? michael: when i talk about our volumes, autonation's volume last year, 2% of the vehicles we sold were above msrp, so the majority of our imports were at or below msrp. that has been able to achieve that because of a better balance between supply and demand. with additional inventory coming in with the demand that is there, we should be able to maintain that pricing position because we are talking about the reduction in the significant discounts that were required when all of the industry sat on a multiple of stock we have today. there was a complete imbalance between that supply and de
going to take the advantage of that reset button that has been pressed and in conjunction with the oembalance we need to maintain good do car pricing? you will see some mitigation in terms of margin on new cars but i believe the lesson is now embedded they will not return back to the 2018 or 2017 margins. lisa: to be clear, as to the msrp, you think we will head back to a level more in tandem with that suggested retail price ? -- to have something to order to continue maintaining margins to...
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our family members are more or less being, how'd us, how's they just buy the chinese oems party. whatever we do, or whatever we say in exile could potentially bring harm to my family members to our family members where they could be in person. dick had been arrested by the chinese oems party for our activism. the long arm of china can reach as far as munich la metalli, me, us goes to a vocational training school in the southern german city. he grew up in china and the rest of his family is still there. but he doesn't know how they are. he has been unable to contact them for years now. minister wise, i know that my 2 brothers are still alive. no, but i don't know anything about my sister was where she is is what has happened to her was pacific. he lost contact with his sister almost 5 years ago. these photos from the last meeting in turkey, we had so many happy times. our plan had been to return to china to open a travel agency. but then she disappeared on mother. i was at no, no, no good. at 1st i was hoping that it was just a misunderstanding on the part of the chinese governmen
our family members are more or less being, how'd us, how's they just buy the chinese oems party. whatever we do, or whatever we say in exile could potentially bring harm to my family members to our family members where they could be in person. dick had been arrested by the chinese oems party for our activism. the long arm of china can reach as far as munich la metalli, me, us goes to a vocational training school in the southern german city. he grew up in china and the rest of his family is...
133
133
Feb 1, 2022
02/22
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CNBC
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they go direct to consumer and that actually might be something that hampers the traditional american oemshe stuff that we're talking about will play out over like a decade. i don't know that that's immediately important to whether or not these stocks can work, for example in 2022. i just point these issues out because i think they'll have a bigger impact later. >> the f-150 is one of the best-selling vehicles in the united states of america and the key in terms of the electrified one is do you start seeing these at construction sites. are they being sold in day to day life you have the legacy automakers and then you get a look at the tesla and a valuation is the totally different league and it's 20% off of its high is that a discount is that a value here >> that's a good question, mel i had a lot trying to value tesla, but yeah, 25% off its 52-week, and i think i go back to a point to what josh said earlier. some of names might not travel back to where they originally were i think tesla has managed the ev space very well. obviously, they benefit from being a first mover. so it's something
they go direct to consumer and that actually might be something that hampers the traditional american oemshe stuff that we're talking about will play out over like a decade. i don't know that that's immediately important to whether or not these stocks can work, for example in 2022. i just point these issues out because i think they'll have a bigger impact later. >> the f-150 is one of the best-selling vehicles in the united states of america and the key in terms of the electrified one is...
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the early 19 ninety's and has been continuously expanding its business with the powder. critics claim oem ya violates legal limits, but in a region with high unemployment. hardly any one would dare defy the princes of kara . the only politician willing to speak to us here is the regions environmental director giacomo generally of the 5 star movement says it in no uncertain terms in recent years. politics, marble and justice have been a single swamp. pretty much every law has been violated. this which he has got chanting president award. i know some 500 companies employing about 700 wankers extract marble from a mountain of what that means. 2800. john, is it in masa and canada are linked directly or indirectly to the industry and north of the needle push into pursuing a larger turn over current and generated by the whole sector is 80000000000 euros a year that it will door easy. so these entrepreneurs have amassed astronomical, well, we're out that it gets inc, or anybody. maybe that's why it is so difficult for them to respect our lawyers at ag, whatever, k, just often and politicians, bo
the early 19 ninety's and has been continuously expanding its business with the powder. critics claim oem ya violates legal limits, but in a region with high unemployment. hardly any one would dare defy the princes of kara . the only politician willing to speak to us here is the regions environmental director giacomo generally of the 5 star movement says it in no uncertain terms in recent years. politics, marble and justice have been a single swamp. pretty much every law has been violated. this...
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for left us a c, t, g methylation, sometimes attaches to the letter c and modifies it similar to an oem, loud by keeping track very carefully. which parts of the dna gain methylation or lose methylation. we can measure aging methylation can be thought of like the rust that accumulates by measuring the amount of thrust we can determine h. so if we have some hours glass, the passage of time is measured by how the sand, how much sand accumulates at the bottom. the d n a molecule though has 28000000 different our glasses because we have 28000000. let us see in our dna. so by averaging the measurements of 28000000, our glasses you arrive at a very accurate measure of age. this is one of the most insightful discoveries in the history of mankind does read it. and what the invention of the wheel ought is that that was a turning point meeting. i think that was to severe a very, very important point around like hey, we can measure aging. now the epa genetic clock has revolutionized research into aging with the simple dna sample. any one's biological age can be determined. however, that can produc
for left us a c, t, g methylation, sometimes attaches to the letter c and modifies it similar to an oem, loud by keeping track very carefully. which parts of the dna gain methylation or lose methylation. we can measure aging methylation can be thought of like the rust that accumulates by measuring the amount of thrust we can determine h. so if we have some hours glass, the passage of time is measured by how the sand, how much sand accumulates at the bottom. the d n a molecule though has...
75
75
Feb 2, 2022
02/22
by
CNBC
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includes looking forward to what lisa su is talking about heterogenous computing how stable are the oemionships? what should we take away from the share game they've had, given they're cracking into areas that was so hard for them to maintain a foothold in before >> absolutely. if you look back at the history of amd, back in 2003 they were at a slav position, but it was a period of they're years where they went from 5% to 26% that was on the strength of a product. at that time, if you remember, you know, there was nothing called the cloud it was all enterprise customers. essentially nothing, and we think it has the capability to go to 30 to 35 why is that? because the cloud customers are spending at a very fast pace they said last year they were going to invest 66% more how do you do that you need a reliability partner who's backed by the right manufacturing and the right back end in terms of substrates and other capacity i think those are the stars that are aligning for amd now you're right but we saw in the last quarter that amd reported to enterprise also doubled year on year, even f
includes looking forward to what lisa su is talking about heterogenous computing how stable are the oemionships? what should we take away from the share game they've had, given they're cracking into areas that was so hard for them to maintain a foothold in before >> absolutely. if you look back at the history of amd, back in 2003 they were at a slav position, but it was a period of they're years where they went from 5% to 26% that was on the strength of a product. at that time, if you...
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43
Feb 12, 2022
02/22
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CSPAN
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eye 43
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i work with integrators, oems, many factories in kentucky. many of these facilities are not up to standard or even able to be automated. they are lacking a lot of -- they are stagnant. they want to look forward into the future. i believe they can. i think there is an infrastructure problem kind of keeping us behind. i think a lot of moving parts happen with automation. big word right now is iot, the internet of things, things talking to things. making sure we are being proactive, not just reactive. at the macro level, is our infrastructure capable of handling automation? guest: i think the issue of infrastructure, which there is all kinds of studies that talk about infrastructure, whether it is roads and bridges, whether it is our energy grid, super important, whether the u.s. has been doing enough to update infrastructure, and what you are referring to is what companies are doing. we want more business investment in this country. that is something we need to focus on when we make changes, whether it is regulation or taxes. if the government
i work with integrators, oems, many factories in kentucky. many of these facilities are not up to standard or even able to be automated. they are lacking a lot of -- they are stagnant. they want to look forward into the future. i believe they can. i think there is an infrastructure problem kind of keeping us behind. i think a lot of moving parts happen with automation. big word right now is iot, the internet of things, things talking to things. making sure we are being proactive, not just...
24
24
Feb 3, 2022
02/22
by
CNBC
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eye 24
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chips outpacing supply and this time qualcomm allocated a lot of available supply to handsets where oemsted premium chip sets, nice margins, holiday season and lunar new year makes sense, accounted for more than half of revenue. callsome diversifying into iot and automotive those areas will get more supply as the year goes on. why is the stock down? who knows. keep in mind it's still up 12.5% for the week it's cheaper than some peers dee, it's tempting to look at the stock within the context of 4 hours. we have to do more with the runup into qualcomm. last week spotify investors are shrugging off the struggles. >> we show this move relative to the last weeks and months. i wonder if it tells us something about expectations this earnings season has been much about guidance and kind of "show me" stories and i wonder if you think this raises the bar for other chipmakers in that the street is anticipating more than perhaps they'll be showing us this quarter >> i don't know. we have to see where this goes tomorrow if you look at the past few days, expectations were high headed into earnings an
chips outpacing supply and this time qualcomm allocated a lot of available supply to handsets where oemsted premium chip sets, nice margins, holiday season and lunar new year makes sense, accounted for more than half of revenue. callsome diversifying into iot and automotive those areas will get more supply as the year goes on. why is the stock down? who knows. keep in mind it's still up 12.5% for the week it's cheaper than some peers dee, it's tempting to look at the stock within the context of...
62
62
Feb 28, 2022
02/22
by
CNBC
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build a platform for developers, which in many case could be the members of auto member ecosystem, oemsstart developing service applications for the car, the ability to upgrade services on the car, the ability to have a lot of personalized experiences and traction is very high. and it's evolution of the qualcomm automotive business given connectivity as a service platform. >> christiano, good morning. it's deirdre bosa. i want to ask you about the export ban i wonder what your opinion is on the state of chinese chip making can russia turn to chinese chips for more of the high-tech capabilities they typically rely on american companies for. how much progress have chinese companies made under beijing's leadership plans to boost the sector >> look, we know the semiconductors are important i think we learned to the supply chain crisis semiconductor they have very essential role in how we think about the future economy in our digital economy u.s. companies, and companies like qualcomm have a significant leadership position from the cumulative r & d invested in semiconductor over the many yea
build a platform for developers, which in many case could be the members of auto member ecosystem, oemsstart developing service applications for the car, the ability to upgrade services on the car, the ability to have a lot of personalized experiences and traction is very high. and it's evolution of the qualcomm automotive business given connectivity as a service platform. >> christiano, good morning. it's deirdre bosa. i want to ask you about the export ban i wonder what your opinion is...
389
389
Feb 17, 2022
02/22
by
CNBC
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eye 389
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we've seen oems talk about what they think they're going to produce in the first quarter and have tohis pandemic, period, but there are still going to be ripple effects in the supply chain i think about the industry this year in my view i think we're going to get stability maybe in the second quarter in terms of forecasting and get improvements in the third and fourth quarter, but i don't think you're going to see inventory levels begin to recover until you get one into the second half. >> used car revenue up 55%, just a huge psycho. and we know how hot that market is right now do you sense that's going to cool off right now, and/or do you expect this to be the case for all of 2022? >> no, i think what we need to do is just dig underneath that number because people talk about used car margins driving all of that improvement that's not actually the case with autonation. our used volume was up 70% in the quarter, so that was a big driver if you go back 2018, 2019 the average percentage on used vehicle was about 7.8, 7.9 what we've seen obviously is an appreciation in used car prices. y
we've seen oems talk about what they think they're going to produce in the first quarter and have tohis pandemic, period, but there are still going to be ripple effects in the supply chain i think about the industry this year in my view i think we're going to get stability maybe in the second quarter in terms of forecasting and get improvements in the third and fourth quarter, but i don't think you're going to see inventory levels begin to recover until you get one into the second half....
28
28
Feb 12, 2022
02/22
by
CSPAN
tv
eye 28
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i work with integrators, oems, many factories in kentucky.any of these facilities are not up to standard or even able to be automated. they are lacking a lot of -- they are stagnant. they want to look forward into the future. i believe they can. i think there is an infrastructure problem kind of keeping us behind. i think a lot of moving parts happen with automation. big word right now is iot, the internet of things, things talking to things. making sure we are being proactive, not just reactive. at the macro level, is our infrastructure capable of handling automation? guest: i think the issue of infrastructure, which there is all kinds of studies that talk about infrastructure, whether it is roads and bridges, whether it is our energy grid, super important, whether the u.s. has been doing enough to update infrastructure, and what you are referring to is what companies are doing. we want more business investment in this country. that is something we need to focus on when we make changes, whether it is regulation or taxes. if the government do
i work with integrators, oems, many factories in kentucky.any of these facilities are not up to standard or even able to be automated. they are lacking a lot of -- they are stagnant. they want to look forward into the future. i believe they can. i think there is an infrastructure problem kind of keeping us behind. i think a lot of moving parts happen with automation. big word right now is iot, the internet of things, things talking to things. making sure we are being proactive, not just...
82
82
Feb 2, 2022
02/22
by
BBCNEWS
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eye 82
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i will read the second oem questions. i will read the second toem in questions. stone steps past shakespeare�*s doubtful face and an old mosaic ofjamaica and the ruby blot of lips of last year�*s girls where they had kissed the schoolhouse break. this year�*s crop pushed past, all cattery chat, their first day back. what is art? the fuji is blaring from someone�*s phone, ready or not. and with that old white dog still barking softly in my head i walked the sugar paper toll and pushed the classroom door toll and pushed the classroom door to find a sprawl of teenagers sat waiting, the ones to resit all back to do what they had already failed. i took my seat and called the register. denise, lucy, chantelle. the reference to the fuji, what year was that, your first year of teaching?— was that, your first year of teachint? :, :, :, , was that, your first year of teachinl? :, :, :, , ., teaching? that has got to be about 2002. teaching? that has got to be about 2002- there _ teaching? that has got to be about 2002. there are _ teaching? that has got to be about 2002. t
i will read the second oem questions. i will read the second toem in questions. stone steps past shakespeare�*s doubtful face and an old mosaic ofjamaica and the ruby blot of lips of last year�*s girls where they had kissed the schoolhouse break. this year�*s crop pushed past, all cattery chat, their first day back. what is art? the fuji is blaring from someone�*s phone, ready or not. and with that old white dog still barking softly in my head i walked the sugar paper toll and pushed...
81
81
Feb 9, 2022
02/22
by
CNBC
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eye 81
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these are the standard for the category of vehicles what i'm seeing both from the traditional detroit oemsto experience them personally they're a pleasure to drive and ride >> and separately i wanted to ask about the electric grid because as we build out these charging stations and the number of electric vehicles becomes larger in terms of volume, there's a question about whether we actually have a grid that can support all of of this how concerned are you about that >> well, it's one of the reasons why the infrastructure law includes a lot of support for modernizing our grid remember a year ago when we were first launching this vision we're having all these arguments with some folks saying, hey, if it's not a road or bridge it doesn't count as infrastucture we're saying wait a minute pipes are infrastructure, grid is infrastructure, and that's all the more true when you see how the grid is connected to transportation we've been meeting for a long time the same way we need to do our roads and bridges. it's more or less one year i think right now since we saw these horrifying scenes of amer
these are the standard for the category of vehicles what i'm seeing both from the traditional detroit oemsto experience them personally they're a pleasure to drive and ride >> and separately i wanted to ask about the electric grid because as we build out these charging stations and the number of electric vehicles becomes larger in terms of volume, there's a question about whether we actually have a grid that can support all of of this how concerned are you about that >> well, it's...
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lithium is a relatively young business and i think the interest of the major oem's has gone from intrigued the realization. this is the future. tesla has been a remarkable success. we are taking share. they are profitable and everyone is all in. there's no alternative. ford in particular has been aggressive investing and i expect them to be successful. some of the others may be lagging behind. maria: keith, what's the china factor? china controls what 83% of the process lithium market, the lithium need today produce lithium ion batteries. china has a large position in the battery assembly. how do you compete with china and do you have to rely on products coming out of -- of that part of the world? >> yeah, we don't have to rely on that. some of the car companies may have rely on that. china doesn't have much of the lithium raw material and they import from australia or argentina. we will do in one campus in the flag ship business carolina lithium, lower transport cost, better environmentally, et cetera, we own our own raw materials so we don't have to pay a margin for that like the chinese
lithium is a relatively young business and i think the interest of the major oem's has gone from intrigued the realization. this is the future. tesla has been a remarkable success. we are taking share. they are profitable and everyone is all in. there's no alternative. ford in particular has been aggressive investing and i expect them to be successful. some of the others may be lagging behind. maria: keith, what's the china factor? china controls what 83% of the process lithium market, the...