Recent

% | $
Quotes you view appear here for quick access.

Zipcar, Inc. (ZIP) Message Board

dbtunr 746 posts  |  Last Activity: 16 hours ago Member since: Nov 26, 1999
  • Reply to

    TotalTrax

    by dbtunr Jun 17, 2015 4:33 PM
    dbtunr dbtunr Jun 17, 2015 8:04 PM Flag

    another limitation to TotalTrax is that it gets location by scanning a QRC code on the ceiling of the warehouse. It doesn't use the device's GPS. I find this really odd and limiting. It won't work outside so they could never offer an AvRamp product or a product in a rail yard for instance. So the forklift scans in the X,Y,Z space to get location and height. I find that very odd. If the military can use GPS to drop a bomb within 3 ft, why can't they?

  • dbtunr by dbtunr Jun 17, 2015 4:33 PM Flag

    listening to the TotalTrax ProMat 2015 presentation. Awful. No wonder these guys are also rans. Not polished. Boring. Dead space. Terrible looking slides. Confusing (like an IDSY CC)

    What I like about their product is they do interface to WMS's, LMS's, ERP's, etc. So they are not a brain in a jar. I like their tech, but I just don't see it as a threat. They do not have a cellular product which is a limitation. The warehouse thus needs to have a WLAN/WiFi.

    Raymond did present with them (iWarehouse product). TotalTrax does things that IDSY does not. It turns a forklift into a data collection device (like a scanner). So it makes sense that Raymond would integrate with them as well. Does have an Analytics dashboard which they call Business Intelligence (that is like a 10 year old name for Analytics). Their Analytics seems to be based only on that warehouse (breadcrumbs, routes, choke points). Does not give info vs other warehouses for that company or against other companies like IDSY's does.

    IDSY could put these guys out of business if they would just integrate with the WMS's, LMS's, ERP's. On the other hand, I don't understand why TotalTrax does not do reports like IDSY does for forklift maintenance and OSHA req's. Seems like that would be easier than integrating with WMS's, etc. They do have collision info. TotalTrax also needs to raise the game on their Analytics product.

    To say that Raymond will dump IDSY for TotalTrax is hogwash. They do similar but different things. As such, Raymond would keep both and hedge their bets.

    IDSY could buy them, lay off half the staff, and keep the integration to WMS's, LMS's, ERP's

  • Reply to

    Investors Being Used

    by stevemase Jun 17, 2015 1:47 PM
    dbtunr dbtunr Jun 17, 2015 3:29 PM Flag

    I actually can't find any evidence that TotalTrax has a customer any where near the size of a WalMart or USPS. No case studies other than a Genco which is a fraction of the size of those customers.

    I see no cellular offering like IDSY now offers (RFID, WLAN, and cellular). No Analytics product.

    It appears they are a total joke and are the least of IDSY's issues.

  • Reply to

    Investors Being Used

    by stevemase Jun 17, 2015 1:47 PM
    dbtunr dbtunr Jun 17, 2015 3:18 PM Flag

    Toyota Auto Manufacturing US has 7 sites. IDSY was already at the other 6 sites. The 7th site is the Texas site. Toyota Forklift is a division of Toyota. Raymond is a division of Toyota Forklift.

    So hard to sort out who should be talking to who. Maybe as you said, things got lost.

    Agree that IDSY should have knocked out TotalTrax by now. I see nothing in their new offering that is better than IDSY VMS. All they can compete in is price. No one wins in that scenario. I do not think the Raymond or Toyota Forklift IDSY deals are exclusive. So if a Raymond customer has TotalTrax and wants them, of course Raymond would offer it. That does not imply anything other than a 1 off.

    TotalTrax is an also ran and is not a concern for IDSY. As Ehrman said, they need to get out of their own way. Apparently, that is still their issue.

  • Reply to

    Investors Being Used

    by stevemase Jun 17, 2015 1:47 PM
    dbtunr dbtunr Jun 17, 2015 3:04 PM Flag

    47 employees on LinkedIn. 1/3 of IDSY. Can't see how that would scare IDSY.

  • Reply to

    Uber to file Bankruptcy in CA

    by dbtunr Jun 17, 2015 1:17 PM
    dbtunr dbtunr Jun 17, 2015 2:34 PM Flag

    no, I hard what they said. They said that case could have wide ramifications and Uber could be responsible for the FICA, benefits, insurance, expenses, etc of all their drivers.

    This is a Landmark case. Uber would literally be down $20B today if it was public. This case may mean it will NEVER go public now.

  • Reply to

    Uber to file Bankruptcy in CA

    by dbtunr Jun 17, 2015 1:17 PM
    dbtunr dbtunr Jun 17, 2015 2:32 PM Flag

    I have no idea who AMS or FRNG is. Like i said, I am not who you think I am. Go read my posts on other boards. If I am hired by TAXI, why do I post on these other boards. Simple DD on your part could have figured that out.

    Maybe me not being who you think I am does not fit into your paid Uber shill script.

  • Reply to

    Investors Being Used

    by stevemase Jun 17, 2015 1:47 PM
    dbtunr dbtunr Jun 17, 2015 2:29 PM Flag

    FYI - just went to the TotalTraxInc website. The last news article is from 2013. The last PR from 2014. No events. It literally looks like they are out of business. As bad as IDSY is, they aren't that bad.

  • Reply to

    Uber to file Bankruptcy in CA

    by dbtunr Jun 17, 2015 1:17 PM
    dbtunr dbtunr Jun 17, 2015 2:26 PM Flag

    you know for a fact this is not being discussed? 160K employees. Years of failing to file FICA for them. Back taxes, back pay, lawsuits. If Uber were public, it might be down over 50% today. Literally losing billions in market cap.

  • Reply to

    Uber to file Bankruptcy in CA

    by dbtunr Jun 17, 2015 1:17 PM
    dbtunr dbtunr Jun 17, 2015 2:13 PM Flag

    I never got how a $40B company needs a $100M company to fail in order for them to succeed. Amazon never needed Pop's Corner Store to go BK in order to grow. Is the Uber model just flawed by skirting the law in order for it to succeed?

    you really need to get laid dude.

  • Reply to

    Uber loses employment case in. California

    by alanbalanbalanb Jun 17, 2015 10:43 AM
    dbtunr dbtunr Jun 17, 2015 2:05 PM Flag

    this was the appeal. Uber lost. Landmark case.

  • Reply to

    Investors Being Used

    by stevemase Jun 17, 2015 1:47 PM
    dbtunr dbtunr Jun 17, 2015 2:04 PM Flag

    what makes you say Total Trax will take the Raymond business? Toyota owns Raymond. If anything, it appears that relationship got stronger by expanding from Raymond to the parent Toyota. From what I gather, Total Trax is even worse off than IDSY. Just look at the Total Trax website. Has no updates for years. Is that company even in business?

    Other than that, you are spot on. Insider compensation is egregious and always has been. The top few guys make 10% of revenue. That is OK if they were swimming in profits but they are losing money. I vote NO for management pay every year. I can't understand why anyone would vote yes.

  • CNBC just said they are now responsible for mileage, tolls, vehicle expenses, FICA, Medical, paid days off. The game just changed now that drivers are employees.

  • Reply to

    496 Uber cars seized in NYC..

    by cmscorp9999 Jun 17, 2015 8:40 AM
    dbtunr dbtunr Jun 17, 2015 1:16 PM Flag

    calling someone a troll is an ad hominem attack. Just thought you should know.

  • Reply to

    496 Uber cars seized in NYC..

    by cmscorp9999 Jun 17, 2015 8:40 AM
    dbtunr dbtunr Jun 17, 2015 11:26 AM Flag

    He is PAID by them to do PR. His wife works for a PR firm. He has also stated he is a Lyft driver.

  • Reply to

    Uber loses employment case in. California

    by alanbalanbalanb Jun 17, 2015 10:43 AM
    dbtunr dbtunr Jun 17, 2015 11:17 AM Flag

    drivers are now employees. cars getting seized. Looks like Uber is headed for a big fall here

  • Reply to

    496 Uber cars seized in NYC..

    by cmscorp9999 Jun 17, 2015 8:40 AM
    dbtunr dbtunr Jun 17, 2015 9:26 AM Flag

    at book value or at their cost?

    Why did you wife not take your last name? Is she ashamed to be married to a high school educated taxi driver?

  • Reply to

    Short Sellers Hickman and Gossage: You are silent

    by bizmaven9 Jun 17, 2015 3:06 AM
    dbtunr dbtunr Jun 17, 2015 9:15 AM Flag

    the drivers don't realize this until they:

    - file taxes
    - go to sell their car

    So the Uber Ponzi scheme can go on for years until people get educated in these things.

  • Reply to

    but Gossage said this wouldn't happen

    by dbtunr Jun 16, 2015 7:57 PM
    dbtunr dbtunr Jun 17, 2015 9:03 AM Flag

    buddy, you need to get laid

  • at an avg $9.28. quarter is not over yet