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  • Intel In Mobile: Large R&D Makes Victory Inevitable [View article]
    Good call Ashraf. Couldn't have said it better myself.
    Feb 9, 2013. 07:19 PM | Likes Like |Link to Comment
  • BioDelivery Sciences Set to Take Off in 2010 [View article]
    Onsolis "rolling"? Onsolis is a joke. Additionally, why does one need BEMA buprenorphine for dental pain? 10 cent a pop Norco will work just fine [or that's how dentists think]. Buprenorphine's only indication is for opiate withdrawal [yes, it will work for pain, but cheapo hydrocodone will work better].

    Mar 11, 2010. 09:59 PM | Likes Like |Link to Comment
  • Why the Dow Is Headed to 6000 [View article]
    For starters, today's DJIA is not the same as it was a few months ago. Gone are GM and Citi- replaced with Cisco, and Travellers. Want to rethink your predictions?

    Jun 30, 2009. 01:39 AM | 6 Likes Like |Link to Comment
  • Semis' Downturn - Which Companies Will Survive, Part 2 [View article]
    It's TXN on my website. Chalk up the mistake to SA's editors.


    On Mar 08 02:30 PM bonderman wrote:

    > TXI, Texas Industries is building materials. TXN is Texas Instruments.
    Mar 9, 2009. 11:10 AM | Likes Like |Link to Comment
  • Four Semiconductor Stocks Worth Owning in 2009 [View article]
    SPWR's COGS is 50% higher than the leaders in the business FSLR and SunTech. FSLR and STP are at $2/watt or lower.


    On Jan 09 01:46 PM anand wrote:

    > As I understand it, SPWRA (or more precisely its joint venture) buys
    > polysilicon, produces ingots, converts ingots into wafers (SPWRA
    > buys ingots from its joint venture), converts wafers into cells,
    > converts cells into modules, and installs modules.
    > Do you have a good estimate of what SPWRA's cost of goods sold is
    > per watt excluding polysilicon (which SPWRA buys from suppliers)?
    > What are your projections for how quickly SPWRA's cost of goods sold
    > per watt excluding poly will drop over time.
    Jan 12, 2009. 10:17 PM | Likes Like |Link to Comment
  • The Winners Will Be Those Who Look to Gold and Commodities [View article]
    Like all other metals, gold is a commodity. Only my fellow Indians worship it. Even today, I'll take Berkshire over gold.

    Gold is DEAD -
    Nov 9, 2008. 09:16 PM | Likes Like |Link to Comment
  • Four Worthwhile Semiconductor Stocks [View article]
    I focus on gross margins, growth rates, debt/equity and market capitalization, as I've found them to be the best tools to evaluate semiconductor stocks. Of course I look at EPS, inventory issues, taxation [like the 60+% tax rate for Yahoo] too - while they could affect short-term ups and downs, I am confident that it is just these three metrics plus debt - that matter - when it comes to semiconductor stocks.

    Nov 9, 2008. 09:10 PM | Likes Like |Link to Comment
  • Silver - Better Than Gold, But Still a Commodity [View article]
    I went to and read through Thomas Paine on Paper Money. If you believe in what he says, there should be no difference in the value of a coin that is 1 oz silver PCGS 70 DCAM [a very pretty silver coin with no scratches visible under a microscope] vs. a slightly scratched PCGS MS 65 [still a pretty coin, but not as glorious as the 70].

    But there is. In fact, the owner of five ounces of the PCGS MS 65 will gladly trade his coins for one of the 70 [since he values the coins in fiat currency anyway].

    Nov 7, 2008. 10:49 AM | Likes Like |Link to Comment
  • ICICI Bank: Boring Business, Compelling Valuation [View article]
    After more research, we have found that ICICI's loan practices are absolutely terrible [by US standards]. We found instances in which ICICI under-wrote multiple auto loans without getting the deed to the car that they were financing. They have already written down their $250 M in exposure to US sub-prime paper.

    On a more positive note, ICICI does have an excellent Life Insurance business [growing at an over 40% clip].

    Oct 3, 2008. 02:38 PM | Likes Like |Link to Comment
  • ICICI Bank: Boring Business, Compelling Valuation [View article]

    ICICI is targeting home loans [both Rupee and Dollar denominated loans] - with 20% down - for Desis [Indians] who want to own a home in India in addition to what they have here in the US.


    Sep 26, 2008. 01:22 AM | Likes Like |Link to Comment
  • Tata Motors Makes Its Move Out of Singur [View article]
    I was born in India, and know a little about the country. The Tata's have been doing business in India successfully, for over a hundred years. While being NYSE listed, the company culture is not rooted in one that is quarter-to-quarter....... [it's more like quarter century to quarter century]. I know and understand the mind-set of Indian scions, and Ratan Tata is one of the more honourable of the lot. They will come through and be successful in this venture, but I am not too sure that I have the patience for it...... [they sure do !!!!].

    I'd rather own the other pieces of the Tata Group than the one that makes autos.

    Sep 8, 2008. 11:29 AM | Likes Like |Link to Comment
  • Wells Fargo Sham Revealed [View article]

    I agree.
    Sep 4, 2008. 08:47 PM | Likes Like |Link to Comment
  • Is Stereotaxis the Next Intuitive Surgical? [View article]
    Read the paragraph on STXS's huge disadvantage - especially the last sentence that says "it is cost-prohibitive to even think of moving it".
    Aug 20, 2008. 10:03 AM | Likes Like |Link to Comment
  • Am I Crazy to Own Gannett? [View article]
    Aug 11, 2008. 05:29 PM | Likes Like |Link to Comment
  • QuickLogic: A Light at the End of the Tunnel? [View article]
    Andy Chan and John Birkner who co-founded QUIK along with HT Chua [I do not know where HT is these days] moved on to a new company called SiliconBlue. QUIK is rudder-less and is destined for the junk heap. At best, they should merge with Actel, and focus on the military market.

    Aug 11, 2008. 01:54 PM | Likes Like |Link to Comment