Seeking Alpha
View as an RSS Feed

SA Editor Eric Jhonsa  

Latest  |  Highest rated
  • SanDisk makes new 52-week lows amid downgrades, target cuts [View news story]
    You're welcome.
    Mar 28, 2015. 02:37 PM | Likes Like |Link to Comment
  • Netlist -59.3%; company loses Diablo suit (updated) [View news story]
    Both Markman Advisors and Perdix Capital have reported the ruling. Markman has been pretty accurate when it comes to reporting legal rulings, and Perdix reports being in the courtroom.

    http://bit.ly/19lUsbt
    http://bit.ly/19lUu3c

    Eric
    Mar 25, 2015. 05:36 PM | Likes Like |Link to Comment
  • Bloomberg: $3B+ IPO planned for Sohu/Tencent's Sogou search engine [View news story]
    $119M is just their Q4 revenue. Full-year revenue was $386M. Given how fast Sogou's been growing, the forward P/S might be around 5-6.
    Mar 20, 2015. 08:22 PM | Likes Like |Link to Comment
  • Envivio +27.3% on big FQ4 beat, return to growth [View news story]
    Just corrected the market cap figure in the post. Thanks for noting.
    Mar 19, 2015. 05:20 PM | Likes Like |Link to Comment
  • TowerJazz doubles debt conversion offer to $80M [View news story]
    Main near-term financial effects are that it lowers TowerJazz's cash balance, but removes its 2015/2016 coupon payment obligations for the converted debt. It shouldn't have a major effect on EPS, since the conversion of the debt is already factored into the diluted share count.
    Mar 19, 2015. 09:58 AM | Likes Like |Link to Comment
  • Micron -3% following RBC target cut [View news story]
    You're right. The typo has been fixed.
    Mar 17, 2015. 01:16 PM | Likes Like |Link to Comment
  • Himax -6.4% on cautious Northland remarks [View news story]
    The original post doesn't say Northland downgraded. It said Northland offered cautious remarks. Feel free to re-read.
    Mar 16, 2015. 03:21 PM | 2 Likes Like |Link to Comment
  • Reuters: IBM working on payment system featuring Bitcoin's core technology [View news story]
    In theory, Apple could strike a deal with IBM under which Apple Pay users can add a digital wallet for IBM's system to their Apple Pay accounts, the same way they currently add credit/debit cards.
    Mar 14, 2015. 08:00 PM | 4 Likes Like |Link to Comment
  • Microsoft roundup: Azure, MSN, Cortana [View news story]
    They probably won't. But then again, many of AWS' major clients rely on Linux and open-source databases (MySQL, MariaDB, etc.) rather than Microsoft products.
    Mar 14, 2015. 04:18 PM | Likes Like |Link to Comment
  • Microsoft roundup: Azure, MSN, Cortana [View news story]
    Bort has reported pretty often on Microsoft. It's possible that something was misheard here, but she seems to have good sources.

    Amazon (an especially secretive company) is going to start breaking out AWS revenue by itself in Q1. I don't think breaking out Azure revenue by itself would hurt Microsoft competitively ... unless they think the numbers would give AWS a talking point.
    Mar 13, 2015. 03:50 PM | 1 Like Like |Link to Comment
  • Flextronics, Sanmina gain on Goldman upgrades [View news story]
    Thanks for notifying. The post has been corrected.
    Mar 13, 2015. 12:45 PM | Likes Like |Link to Comment
  • Cypress, Spansion close $5B merger [View news story]
    Yes. Existing Cypress shareholders won't see any changes to the type or number of shares they own.
    Mar 12, 2015. 11:42 PM | 1 Like Like |Link to Comment
  • CyberArk -5.3% after pricing 4M-share offering at $51 [View news story]
    Shareholders aren't getting diluted. Existing shares are simply being sold by pre-IPO investors.
    Mar 12, 2015. 11:42 AM | 2 Likes Like |Link to Comment
  • Dangdang -7.7% after rescheduling earnings [View news story]
    Markets hate uncertainty regarding announcements such as this one. There could be fears that some kind of bad news (maybe accounting-related) caused the delay.
    Mar 11, 2015. 03:20 PM | Likes Like |Link to Comment
  • Report: Intel partly replacing Qualcomm as iPhone modem supplier [View news story]
    Apple would indeed be apoplectic if Intel made an official announcement about this. VentureBeat is citing sources said to have knowledge about Apple's plans.
    Mar 11, 2015. 11:37 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
918 Comments
895 Likes