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Mayank Rasu

 
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  • AT&T (T) is buying Leap Wireless (LEAP) for $15/share in cash. LEAP +88% AH to $15. Sprint (S) +1.7%. T-Mobile USA (TMUS) +0.4%[View news story]
    Yeah...Looks like there has been some foul-play. Something for SEC to look into.
    Jul 12 11:15 PM | 2 Likes Like |Link to Comment
  • There Is More To Leap Wireless Than Merger Speculation [View article]
    Congrats to everyone who made money on this trade.
    Jul 12 11:14 PM | Likes Like |Link to Comment
  • Avis Budget Group: Plenty Of Upside Remaining [View article]
    I got my numbers from Capital IQ. Capital IQ is pooling "Vehicle Depriciation and Lease Charges" in the COGS which is technically correct because for an equipmnet leasing company, the annual depriciation of the vehicles it leases out is the direct cost of leasing services sold (Something similar to the fixed accounting cost of running a leasing business). The 47% odd gross revenue that you have mentioned is ignoring this expense. If you ignore this expense, Hertz would obviously have a higher margin because they have a much bigger (and compratively poorly managed) fleet. In the rental industry, the key is who makes more money per equipment and the last time I checked, Avis did outperform Hertz in that respect.
    Jun 12 02:02 PM | Likes Like |Link to Comment
  • Google's Growth Story Isn't What It Seems [View article]
    It seems there is no end to frustrated APPL fan club members venting their frustration on GOOG's rise. The rise in negative articles about google has been consistent with decline is apple's market cap. There have been a string of articles on seekingalpha (mostly opinions and conspiracy theories) debunking Google's growth story. I would urge investors who lost their money on Apple to direct their negativity somewhere else. Comparing Google and Apple is blasphemy for anyone who follows technology and who understands their respective business models. Lastly, google is much more than a company making designer and cool gadgets. It is in the business of redesigning and reshaping ways in which we human go about living our lives. You want to be on Google's side when it formally takes over the world (Ok...I got a bit carried away).
    Apr 24 09:39 AM | 1 Like Like |Link to Comment
  • Synthetics Rise From The Dead [View article]
    Do we not learn anything from our mistakes? Has the music started again?
    Mar 21 06:01 PM | Likes Like |Link to Comment
  • A Dallas Fed plan to cap assets at FDIC-insured banks at $250B would force most of the TBTFs to more than halve their consumer and business-lending units. Such a limit, says Dallas Fed EVP Rosenblum, is required to allow the FDIC to shut them down without using taxpayer funds. The Dallas proposal isn't becoming law anytime soon, but it is driving the debate in D.C. [View news story]
    If the father has as addiction problem doesn't mean he can not cut his son's allowance who has developed a liking for weed :) Bigger banks help the shareholders but smaller banks reduce the risk to overall economy. I would anyday chose the latter.
    Mar 14 09:47 AM | 1 Like Like |Link to Comment
  • Google Investors Need To Ignore The Google Glass Effort [View article]
    Back in the 80s someone must have thought the idea of carrying your phone with you crazy. The first cellular phones were indeed bulky and ugly. However, that innovation paved way for a communication revolution. Wearable computing is the future whether you like it or not and Google Glass has already defined the paradigm of this industry. frivolous arguments such as people hate glasses, risk of ADS, People don't want to consume information this way etc. will continue until the glasses start flying off the shelves.
    Mar 7 02:01 PM | Likes Like |Link to Comment
  • Google's Chromebook And Why It WIll Keep Selling [View article]
    I am curious to know which isolated part of world you live in where reliable internet connection is like fleeting morning breeze. Even my friends in developing nations are doing more and more things through internet (including full time work). The way technology is shaping up, internet will play a pivotal role in way human beings conduct business and their lives.
    Mar 6 12:26 PM | 3 Likes Like |Link to Comment
  • Google's Chromebook And Why It WIll Keep Selling [View article]
    I have been trying to find the answer to your question for sometime but could not get any reliable info on this. However, it appears that just like Android, Google is not making any money directly from the sale of these chromebooks (It would through the sale of Chromebook pixel as that's an in house product). However, they make money by keeping people longer on web (more click revenue), and also charge money to end users for online hard drive.
    Mar 6 12:18 PM | Likes Like |Link to Comment
  • Google Glass: A Pathbreaking Innovation Which Can Disrupt Numerous Industries [View article]
    As a matter of fact I did. Bought my first chrome OS laptop last week and soon will you.
    Feb 25 08:33 PM | 1 Like Like |Link to Comment
  • Google Glass: A Pathbreaking Innovation Which Can Disrupt Numerous Industries [View article]
    Thanks Derek for your feedback and insights. Google will definitely have to address the health risks that this device may pose. Fighter pilots go through a rigorous training before they don such headsup display. Potential consumers like you and me won't have that luxury.
    Feb 25 07:07 PM | Likes Like |Link to Comment
  • Google Glass: A Pathbreaking Innovation Which Can Disrupt Numerous Industries [View article]
    Thanks for your comment. You raise valid questions. These glasses are indeed snap-on. Please refer the review article that I have hyper linked in the first paragraph. Going by the initial impression and some test runs, people did manage to walk in fairly busy places without stumbling into traffic. But I agree that these glasses will be a strict no at a lot of places including office place. I guess regarding the psychological issue we will have to wait till the glasses start shipping.
    Feb 25 06:59 PM | 1 Like Like |Link to Comment
  • Google Glass: A Pathbreaking Innovation Which Can Disrupt Numerous Industries [View article]
    The glasses have not even been shipped yet. How can you or the articles you referred to be so sure about its potential health risk? And what do you exactly mean by "these things"? I will save my judgement regarding Glass' health impacts until there is a thorough study conducted on it. Pretty much any technological innovation has health impacts.
    And regarding Eric Schmidt...if he knew what he was doing he would still be running Google.
    Feb 25 06:42 PM | 2 Likes Like |Link to Comment
  • Google Glass: A Pathbreaking Innovation Which Can Disrupt Numerous Industries [View article]
    Thanks for your comment. Looks like you a MSFT fan and I have no intention to disabuse you of your belief. I agree with you that Windows has a lead in enterprise but I am amazed how you are so convinced that chrome OS is DOA in enterprise space. If anything Chrome OS has much simpler IT systems which will save businesses significant amount of money in tech support. Moreover, the software updates on windows is no match to that on the chrome OS. The fight for enterprise market share is still very much on and going by MSFT's track record, they know exactly how to lose market share to Google.
    Feb 25 06:31 PM | 3 Likes Like |Link to Comment
  • There Is More To Leap Wireless Than Merger Speculation [View article]
    Thanks for your comment and feedback. Sprint has given fuel to further speculation by stating that they have further appetite for spectrum despite their acquisition of Clearwire. Leap already uses Sprint network for roaming and the two firms have settled their contractual dispute speedily and amicably so a corporate marriage may be in the offing. Given, the depressed stock price, I will not be surprised if there is an offer sooner than many analysts expect.
    I also agree that my subscriber growth projection is a bit aggressive. However, this is substantially less than that of T-Mobile and an astute management should be able to achieve these targets.
    Feb 21 05:00 PM | Likes Like |Link to Comment
COMMENTS STATS
23 Comments
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