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SA Editor Eric Jhonsa  

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  • STX, WDC slump on BofA launches; MRVL, HTCH also off [View news story]
    Looks like you're right. Edited the post.
    Mar 3, 2015. 01:07 PM | 1 Like Like |Link to Comment
  • BlackBerry Classic to hit Verizon tomorrow [View news story]
    Typo. It's $449. Just fixed.
    Feb 25, 2015. 02:09 PM | 6 Likes Like |Link to Comment
  • More on Micron: Cleveland warns of PC DRAM price drop (updated) [View news story]
    No problem.
    Feb 24, 2015. 11:46 PM | 3 Likes Like |Link to Comment
  • More on Micron: Cleveland warns of PC DRAM price drop (updated) [View news story]
    "By "just" I literally mean "just". They presented at a conference at 11:20-12:50 ET this morning."

    I admittedly hadn't listened in on the conference. As you might be aware, I cover dozens of different tech companies every day, and hundreds over the course of a week. I do think the price cuts Cleveland is reporting could be just due to seasonality.

    Regardless, suggesting that I don't pay attention to Micron's own commentary when I quoted some of their January remarks in this very post is my idea of "misleading."

    "I can see why you say that, but what I really try to do is pay attention to all of the commentary, negative or positive, and make a judgement based on the preponderance of the evidence that I look at."

    That's fine. I've just noticed you're quick to assail any commentary that's critical of your favored companies, while responding far less to the positive stuff.

    Granted, commenters in general are often hungrier to jump in when they see something negative about a company they love than something positive. The following post from a week ago (covers positive takes on Micron's analyst day) has only one comment:

    http://bit.ly/1FUtMwD
    Feb 24, 2015. 03:17 PM | 2 Likes Like |Link to Comment
  • More on Micron: Cleveland warns of PC DRAM price drop (updated) [View news story]
    "It seems like you might like to summarize what Micron itself says as well."

    You did notice that I mentioned Micron's fairly positive January guidance and commentary about DRAM pricing, right?

    I call things as I see them, and I've certainly covered plenty of positive commentary about Micron, as well as many of the company's own upbeat remarks. You seem to take objection to the publishing of any commentary that's critical of the companies that you're bullish on, while paying much less attention to the positive stuff.

    And btw, MCHP never predicted a tech recession would happen. They predicted a chip industry correction would occur, though they were off the mark in predicting something comparable to past corrections would occur.
    Feb 24, 2015. 01:08 PM | Likes Like |Link to Comment
  • RGS Energy continues soaring after SA author makes bull case [View news story]
    Seeking Alpha articles have moved stocks with market caps more than 50x larger than RGSE's. It's not far-fetched to think that an interesting column on a company with a ~$30M market cap could have an effect.
    Feb 23, 2015. 02:07 PM | 2 Likes Like |Link to Comment
  • Pac Crest: Microsoft will gain cloud share as hybrid clouds boom [View news story]
    Google offers a lot more than that at this point. Check out their site:

    http://bit.ly/1DEavPb

    That said, AWS still has a richer public cloud feature set. And Azure offers on-premise integrations that Google (and Amazon) doesn't.
    Feb 21, 2015. 10:22 AM | Likes Like |Link to Comment
  • Ruckus jumps on positive Najarian mention [View news story]
    Typo. Just fixed.
    Feb 20, 2015. 12:54 PM | Likes Like |Link to Comment
  • Rocket Fuel -20.9% on revenue miss, very weak guidance [View news story]
    Thanks for the heads-up. The post has been corrected.
    Feb 19, 2015. 04:47 PM | 1 Like Like |Link to Comment
  • GoPro down 7% on second post-lockup trading day [View news story]
    I was referring to the broader volatility in GPRO's shares. Heavy shorting and short-covering is definitely playing a role there.
    Feb 18, 2015. 11:56 AM | 5 Likes Like |Link to Comment
  • Solar stocks post big gains as markets, oil rally [View news story]
    There are literally dozens of instances where solar has gone in the same direction as oil prices over the last few months, following a big move in oil. One can argue about where such moves are justified, but the correlation in prices is clearly there.

    And for the record, CSIQ only rose $0.31 yesterday, a far smaller move than today's $1.70 gain. Likewise, TAN only rose $0.14 vs. $0.70 today.
    Feb 12, 2015. 06:55 PM | 3 Likes Like |Link to Comment
  • Reuters: Amazon Prime has 96% satisfaction, but delays growing [View news story]
    The price was hiked by $20:

    http://cnnmon.ie/1qDa65w
    Feb 12, 2015. 09:49 AM | Likes Like |Link to Comment
  • Microsoft buries the hatchet with Samsung [View news story]
    It's not about the Nokia patents. It's about the mobile software and UI patent portfolio Microsoft has built up over the years (going back to the Windows Mobile/Pocket PC days). The original Samsung deal was struck in 2011, two years before the Microsoft/Nokia deal.

    Microsoft only acquired hardware design patents from Nokia. Nokia kept everything else.
    Feb 10, 2015. 10:51 AM | 7 Likes Like |Link to Comment
  • Pixelworks +10% on on EPS beat, positive CC remarks [View news story]
    Thanks for the feedback. I updated the post to make note of it.
    Feb 6, 2015. 11:08 AM | Likes Like |Link to Comment
  • NXP slides in spite of Q4 beat, strong guidance [View news story]
    The sales guidance is mostly above analyst estimates. Most chipmakers see sales decline in Q1 due to seasonality.
    Feb 5, 2015. 03:04 PM | Likes Like |Link to Comment
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