Seeking Alpha

Deja Vu

 
View as an RSS Feed
View Deja Vu's Comments BY TICKER:
Latest  |  Highest rated
  • iPhone 6 first weekend sales could disappoint, Bernstein analyst says [View news story]
    So is the S&P 500 since 2010
    Sep 18 09:12 AM | Likes Like |Link to Comment
  • iPhone 6 first weekend sales could disappoint, Bernstein analyst says [View news story]
    Wasn't Timmaayy supposed to be a supply chain genius? I mean he has had nearly 4 years to prepare to ship a larger screen phone. Or was he too busy suing Samsung claiming he invented rectangles with rounded corners to , uh, "invent" a larger screen phone.

    Now that he has gotten around to inventing larger screen phones, third party keyboards, NFC and various other android features, perhaps he can manage the supply chain. Surely, those well paid, underworked, unionized old people in Chinese workshops with airconditioning could be asked to do a little more. I'me sure many of them sleep, like, six hours each night. After all they are right there in the "dorms which you cannot leave" (in America for some reason, we call such places "the big house")

    If Timmaay keep up, soon he will invent WQHD screens, and maybe even swappable batteries. Just wonder why the 4.7 iPhone 6 (4.55 oz) weighs more than the 3 year old 4.7 Samsung Galaxy S2 (4.1 oz, 116g) with 50% more battery capacity and why the Iphone 6 plus (6.07 oz) weighs more than the year old larger screen Note 3 (5.93 oz) which has twice the battery capacity...
    Sep 17 07:30 PM | 1 Like Like |Link to Comment
  • Cognizant Remains Appealing Despite Not-So-Appealing TriZetto Deal [View article]
    Some other issues at CTSH - Both the H-1 and L-1 visa issuance remain challenging at the embassy level, esp. at the Chennai consulate. CTSH is sending people here on B visas for periods as short as two weeks, repeatedly, due to the H-1, L-1 visa issues at both the consulate and at the port of entry in the US. Client dissatisfaction is high as they repeatedly see new faces, on the same project, sitting across the table.

    Numerous poaching offers are being made at project manager level- these are limited by the green card backlog and H-1 non availablity (for non current H-1 visa holders). CTSH could technically prevent employees from working directly for a client, but if getting a multimilion $ project means losing a couple of non hourly billing managers to the client, then so be it. Besides they are the best source of future business. And it's a win win for both client and CTSH to have someone knowledgeable and familiar with CTSH across the table.

    both the individual H1 approvals and blanket L1 approval have become a joke under the policies of the Obama admin against Indian outsourcers.

    I am surprised why CTSH has not made a bid for CPWR and acquired nearly 4k consulting employees in the US to serve as the onsite "tip of the spear"

    One of the reasons why CTSH is having some trouble closing new project bids is that when clients see musical chairs happening on current projects, leading to lack of accountability, lack of communication, responsibility gaps etc, they wonder why it won't happen on the next project if they give the bid to CTSH.
    Sep 17 10:40 AM | 1 Like Like |Link to Comment
  • Investors Will Ultimately Understand How Ridiculous Ford Motor's Valuation Is [View article]
    Golden rule, don't put your dollars where the UAW is.
    Sep 17 09:27 AM | 12 Likes Like |Link to Comment
  • Rackspace can't find a buyer; -16.5% after-hours [View news story]
    Yet cloud valuations float at 30,000 feet...
    Sep 16 05:51 PM | 1 Like Like |Link to Comment
  • Buy The Dip In Gilead: Why A Decrease In Quarterly Sovaldi Revenue Is Expected [View article]
    @13302632

    Cost benefit decisions are not quite so simplistic. The patient may pass through multiple payers over 20 years while incurring costs. The single entity who has to pay for Sovaldi over a period of weeks will probably never see the benefit. The single entity will quite conceivably incur huge crippling losses

    Also as per several state medicaid directors, such as in Washington, the rate of dropout among risky behavior cohort is quite high.

    Also going on determining revenues based on total population estimates is inaccurate. For example, if you google, the cost for one large automaker, who rhymes with rotors, if every eligible person got Sovaldi over the next 10 years, would result in a premium increase of $300/worker for 10 years. This after most retired workers get the benefits from the independent VEBA.

    Every single state medicaid director has vowed to restrict access to the drug. Apparently all the resistance, all the budgets, all the competing needs can be ignored for a rosy back of the envelope calculation. That is what little startups do when pitching for funding, not what investors investing in 160B market cap companies should do.
    Sep 16 05:41 PM | Likes Like |Link to Comment
  • Buy The Dip In Gilead: Why A Decrease In Quarterly Sovaldi Revenue Is Expected [View article]
    Yes, I know, I'm paying.
    Sep 16 03:38 PM | 1 Like Like |Link to Comment
  • Cognizant Remains Appealing Despite Not-So-Appealing TriZetto Deal [View article]
    The only thing that really distinguishes CTSH and that has been responsible for its growth has been its willingness to take "fixed bid" projects on the gamble it can do the job cheaply and pocket the difference. Other Indian outsources still do the billable hour/time materials outsourcing.

    CTSH hasn't really moved up the value chain by developing turnkey expertise in verticals. In fairness, in the last few years there have been some noises in that direction in healthcare and financial services, but no too much has come of it.

    As such, if one were to ask what CTSH will be doing in 5 years time, no one knows, because the horizon of CTSH extends as far as the expiry date on its current projects and won bids, which is usually a year or two out.

    CTSH has had a great run but has failed to be anything more than a low value outsourcer undercutting established rivals like INFY. I believe of late, some of the fixed bid healthcare projects have blown up in CTSH's face.
    Sep 16 03:37 PM | 2 Likes Like |Link to Comment
  • Buy The Dip In Gilead: Why A Decrease In Quarterly Sovaldi Revenue Is Expected [View article]
    so, what happens if a "cured" patient remanifests the virus or gets reinfected? What would that do to the cost benefit analysis. Presumably some of them acquired the virus through risky behaviours like needle sharing and other exposure to infected blood. I would assume they remain in the highest group since, in my experience, a) such people don't really change their behavior b) the fact that there a "cure" encourages more risky behaviour.

    What is the dropout rate of patients who have started receiving Sovaldi? How will this affect payer willingness to pay and any cost benefit calculations done by Gilead? What is the reinfection rate among the risky group?

    IMO, this huge runup based on the single assumption payers will continue to pay and no risk to the payment model exists and no competition will emerge, is just as risky as the aforementioned hep C patients.
    Sep 16 03:06 PM | 2 Likes Like |Link to Comment
  • Apple Shares Are Ripe For A Pullback - Time To Take Profits [View article]
    SAneeds a "block user" functionality so that one can filter out a ton of comments from the same people saying the same things in extremely ad hominem emotional ways.
    Sep 16 11:35 AM | 5 Likes Like |Link to Comment
  • The Women Of Avon 'Lipstick' It To The DSA, Wherefore Art Thou Ramey-O? [View article]
    Rather late for Avon to get religion, don't you think? Didn't they understand what some of the others have been doing all these years?
    Sep 16 10:17 AM | 3 Likes Like |Link to Comment
  • Management changes coming to Dick's Sporting Goods [View news story]
    One thing I noticed about my local DKS store was that they rarely stocked any men's size above a XL. Ditto with shoe sizes above 12. I wondered why. This was true across brands, across different apparel categories...
    Sep 16 08:03 AM | Likes Like |Link to Comment
  • Carrier Support For Xiaomi Will Hurt Samsung [View article]
    Future Apple employee Lucy Koh may beg to differ from you.
    Sep 13 09:43 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: EU Places New Sanctions On Russia, U.S. To Follow [View article]
    agreed
    Sep 12 09:28 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: EU Places New Sanctions On Russia, U.S. To Follow [View article]
    Doug Kass drives a earthmover over AAPL this morning

    http://bit.ly/1qN4DMo
    Sep 12 07:44 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
1,202 Comments
1,987 Likes