Seeking Alpha

Rash Menaria

 
View as an RSS Feed
View Rash Menaria's Comments BY TICKER:
Latest  |  Highest rated
  • If the rumors of a Facebook (FB) phone are true, investors should consider abandoning ship, says Henry Blodget. The company would have to face intense and entrenched competition to establish itself in a field that could hurt its own margins in a move that smacks of defensive desperation.  [View news story]
    “Hardware is an extraordinarily difficult, low-margin, commodity business”

    Seems like he has forgotten Apple’s margin. Hardware as a standalone business is not a good business but Hardware plus software combine has done wonders for the one company (Apple) which has tried it. And Facebook is not the only one trying: Google has acquired Motorola and may launch Google Phone, Microsoft and Nokia are also trying to make it work.

    Refer http://bit.ly/L7RZ2E for more details :)
    May 28 01:48 PM | 2 Likes Like |Link to Comment
  • Why Apple Will Succeed In China [View article]
    Its not about poverty. The upper middle and rich class are as good as their US counterparts. Its more about whether people are crazy about Apple's products or not. The craze for Apple's product is a bit less in India and people do care to check whether Apple is really giving them a good value for money offer.
    Mar 28 06:33 PM | Likes Like |Link to Comment
  • Why Apple Will Succeed In China [View article]
    Nopes, Indians will not go for it until it slashes iPhone price.
    Mar 28 05:11 PM | Likes Like |Link to Comment
  • David Einhorn's Top Tech Picks: 3 To Buy, 2 To Avoid [View article]
    This is the problem with retail investors. They dont know iphone sales is likely to decline for next 2 quarters. The reason is mentioned in this article http://bit.ly/GR4I80

    And its not me alone, all sell side analysts are modelling a decline.
    Mar 22 02:51 PM | Likes Like |Link to Comment
  • "LinkedIn (LNKD) is only a carefully-worded Facebook (FB) press release away from being Monster (MWW)," writes Barry Randall, noting growing amounts of people already finding jobs on Facebook. If you have to own a "high-growth, high volatility, high PE name," try Zillow (Z), which shares LinkedIn's upside, but maybe without the downside risk.  [View news story]
    I told this before Barry Randall http://seekingalpha.co...
    Mar 13 03:19 PM | Likes Like |Link to Comment
  • LinkedIn Now Has Some Serious Competition [View article]
    A lot of fund managers also haven't think of this yet. They are in for a big shock :)
    Mar 8 06:55 AM | Likes Like |Link to Comment
  • 3 Potential Longs From AllianceBernstein's Top Buys, 1 To Avoid [View article]
    It is their stated investment object- not necessarily makes their every investment right. You can definitely have your own opinion. However, it is always good to have a knowledge of the other perspective.
    Mar 8 04:00 AM | Likes Like |Link to Comment
  • 3 Potential Longs From AllianceBernstein's Top Buys, 1 To Avoid [View article]
    Hi Colin. I am not too bullish on MS. I prefer GS. In case you want to buy MS. Don't put all your money there. Buy some GS as well.
    Mar 7 02:40 PM | 1 Like Like |Link to Comment
  • LinkedIn Now Has Some Serious Competition [View article]
    Barry its not a hold. Its a sell. It wont take more than a couple of months for stock to tank atleast 30%.
    Mar 7 10:57 AM | Likes Like |Link to Comment
  • LinkedIn Now Has Some Serious Competition [View article]
    Behrou. Pls check DAU/MAU data of Identified. Its less than 10% of BranchOut.
    Mar 6 04:42 PM | Likes Like |Link to Comment
  • My Next Multibagger Idea After Rediff [View article]
    Stary buying it Aaron. Now is the right time. Johsua, if you want to short something, go for LinkedIn http://seekingalpha.co...
    Mar 6 02:01 PM | Likes Like |Link to Comment
  • After skyrocketing in Q4, U.S. iPhone sales may have cooled a bit in January, if comScore is right. The firm estimates the iPhone's share of U.S. smartphone subs (on a trailing 3-month basis) totaled 29.5% in January, roughly unchanged from December. Android's share rose 130 bps to 48.6%, while the BlackBerry's fell 80 bps to 15.2%. Yesterday, Canaccord said its checks indicated the iPhone continues to gain U.S. share.  [View news story]
    In case you are wondering what causing the share loss, its here http://seekingalpha.co...
    Mar 6 01:57 PM | Likes Like |Link to Comment
  • LinkedIn Now Has Some Serious Competition [View article]
    Thank you for such a good article on Tech Crunch.
    Mar 6 01:24 PM | Likes Like |Link to Comment
  • LinkedIn Now Has Some Serious Competition [View article]
    Identified is not anywhere close BranchOut. The viral marketing and network effects require a critical user base which BranchOut have now.
    Mar 6 10:06 AM | Likes Like |Link to Comment
  • LinkedIn Now Has Some Serious Competition [View article]
    Thanks for your comments guys. Please don't forget to click the follow button on my seekingalpha profile if you want to read more such articles.
    Mar 6 09:45 AM | Likes Like |Link to Comment
COMMENTS STATS
105 Comments
41 Likes