Seeking Alpha
View as an RSS Feed

Paulo Santos  

View Paulo Santos' Comments BY TICKER:
Latest comments  |  Highest rated
  • What Would A Salesforce.com Acquisition Do To Oracle? [View article]
    By its nature, AAPL doesn't need to buy CRM to have it integrated. it works over the internet and can use a browser as the interface. That's one of the purposes of the cloud, to do away with device-side clients which require maintenance.

    AAPL would never buy this. AAPL is more into buying high-margin brands like it did with beats. Or piecemeal tech companies to incorporate in the products.

    Apple wants to sell stuff for X which costs X/3 to make.
    May 1, 2015. 12:02 PM | 2 Likes Like |Link to Comment
  • Why Is Tesla Throttling Production? [View article]
    Most of the recalls substitute parts which haven't failed but could fail.

    Here, TSLA was substituting parts which were already failing.

    This is a lot worse than most recalls. And TSLA not replacing the other drive units which COULD fail, is actually also worse than most recalls.
    May 1, 2015. 11:43 AM | Likes Like |Link to Comment
  • What Will The New Tesla Product Be And How Much Will It Cost? Here's My Best Guess [View article]
    Damn, it would be nice if someone recognized that most of the article was right on target.
    May 1, 2015. 11:41 AM | 2 Likes Like |Link to Comment
  • Taiwan Semiconductor Faces Significant Risks In The Year Ahead [View article]
    I expect both volume and pricing pressure. But we will see, over the next year.

    I don't just mean there being competition, but much more increased competition:
    * In 14nm because TSMC got there late;
    * In 28nm simply because time has passed and it will be increasingly a commodity (without 38.8% operating margins).
    May 1, 2015. 11:38 AM | Likes Like |Link to Comment
  • What Would A Salesforce.com Acquisition Do To Oracle? [View article]
    Ralph, there are many flavors of "cloud". AMZN sells IaaS. It's nearly the same as renting computers (a bit more complex, it has scaling abilities, virtualization, and some other services). MSFT sells IaaS but also SaaS (Software/applications as a service). CRM sells mostly SaaS (its CRM offering and some other stuff).

    So it's not directly comparable, and whatever CRM leads, it won't lead "cloud" for long because of that. Neither will AMZN, most of the money in the cloud will be made renting the apps, not the hardware/operating software. And most of the money being made renting operating software will be made by the owners of that software (Oracle, Microsoft, etc).
    May 1, 2015. 11:23 AM | 4 Likes Like |Link to Comment
  • What Would A Salesforce.com Acquisition Do To Oracle? [View article]
    It suffers from the same problem that I highlighted for ORCL: it's so large that buying CRM would make nearly no difference to its growth. Plus IBM seems very aware of which side its bread is buttered on -- it regularly gets out of low profit businesses, so is very unlikely to buy a $50 billion unprofitable business.
    May 1, 2015. 10:41 AM | 3 Likes Like |Link to Comment
  • Taiwan Semiconductor Faces Significant Risks In The Year Ahead [View article]
    10nm is uncertain, though. Whereas the competition at 14nm and 28nm isn't.
    May 1, 2015. 10:40 AM | Likes Like |Link to Comment
  • What Would A Salesforce.com Acquisition Do To Oracle? [View article]
    CRM is in a different kind of cloud, where it isn't the leader either. It's just the leader in hosted CRM.
    May 1, 2015. 10:33 AM | 4 Likes Like |Link to Comment
  • What Would A Salesforce.com Acquisition Do To Oracle? [View article]
    I don't think anyone is desperate enough to waste $50 billion or more on this thing ... $50 billion is a whole lot of money to buy something unprofitable.
    May 1, 2015. 10:15 AM | 6 Likes Like |Link to Comment
  • Why Is Tesla Throttling Production? [View article]
    The part was substituted in massive numbers... the problem was not isolated.
    May 1, 2015. 10:10 AM | 2 Likes Like |Link to Comment
  • What Would A Salesforce.com Acquisition Do To Oracle? [View article]
    After Autonomy or whatever that was called, I highly doubt HPQ would launch itself into this kind of adventure.
    May 1, 2015. 10:05 AM | 6 Likes Like |Link to Comment
  • What Would A Salesforce.com Acquisition Do To Oracle? [View article]
    eheh, that's an interesting angle.
    May 1, 2015. 09:49 AM | 1 Like Like |Link to Comment
  • What Would A Salesforce.com Acquisition Do To Oracle? [View article]
    I don't actually believe CRM will be bought out, either.
    May 1, 2015. 09:40 AM | 7 Likes Like |Link to Comment
  • Why Is Tesla Throttling Production? [View article]
    Dave, do you understand how unlikely it is for someone to have the same issue 3 times and yet it be something "isolated"? Never mind the 1000 drive units which went to Norway. How can you call it "isolated" after that?
    May 1, 2015. 07:37 AM | 3 Likes Like |Link to Comment
  • Taiwan Semiconductor Faces Significant Risks In The Year Ahead [View article]
    Maybe, as I said the impact I am expecting is within 1 year into the future. I'm not going farther out than that as it becomes unpredictable.

    But at the level of market cap TSM is, along with the margins that it's got, this impact can be large.
    May 1, 2015. 07:09 AM | Likes Like |Link to Comment
COMMENTS STATS
24,409 Comments
36,306 Likes