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SA Editor Eric Jhonsa  

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  • Microsoft details Windows 10, promises free upgrades [View news story]
    It means you don't have to pay, provided you upgrade in the first year Windows 10 is available.
    Jan 21, 2015. 01:21 PM | 17 Likes Like |Link to Comment
  • Google roundup: Mobile payments, $2B+ contract, Search [View news story]
    IBM bought PwC's management consulting and IT services unit, but not PwC in its entirety. PwC had revenue of $34B in its last fiscal year.

    http://ibm.co/15pnBAV
    Jan 18, 2015. 01:38 PM | 3 Likes Like |Link to Comment
  • Priceline falls below $1,000 [View news story]
    Priceline owns Booking.com. It accounts for a large % of their bookings/revenue.
    Jan 15, 2015. 06:24 PM | 6 Likes Like |Link to Comment
  • Chip stocks party like it's 2014 [View news story]
    No problem. I figured the tickers were worth adding for the sake of comprehensiveness.
    Jan 9, 2015. 01:04 AM | 1 Like Like |Link to Comment
  • Chip stocks party like it's 2014 [View news story]
    I updated the post to include TSEM. Also added FCS, which was up by a similar amount.
    Jan 8, 2015. 06:21 PM | 3 Likes Like |Link to Comment
  • Credit Suisse upgrades Alcatel, expects strong cash flow growth [View news story]
    ALU doesn't have a phone unit, but it does have a pretty big mobile infrastructure unit.
    Jan 8, 2015. 03:38 PM | Likes Like |Link to Comment
  • Credit Suisse upgrades Alcatel, expects strong cash flow growth [View news story]
    No problem. Thanks for the kind words.
    Jan 8, 2015. 03:37 PM | Likes Like |Link to Comment
  • InvenSense down 3.9% in spite of market rally, product launches [View news story]
    News editors are "specialized" by sector. My focus area is tech, and I follow it pretty closely. Though given the sheer number of companies editors have to cover, it's admittedly unlikely one will know as much about a particular ticker as someone who's writing about that company and just a handful of others. Having a writer with expertise about a company provide some thoughts in the comment thread can be valuable.

    However, constantly jumping in to say "I wrote about this before, here's the link" has an element of self-promotion to it, especially when the assertion is debatable. For example, the first link in the above post was to a Monday comment about how there could be disappointment with CES since Bosch's sensors will be taking center stage. It didn't say anything about INVN's CES product announcements.
    Jan 8, 2015. 03:20 PM | 2 Likes Like |Link to Comment
  • InvenSense down 3.9% in spite of market rally, product launches [View news story]
    I think you provide a lot of interesting analysis, and there's certainly nothing wrong with linking when appropriate. I've just noticed that nearly comment you make involves an attempt to promote an existing or future article. Hence my request.
    Jan 8, 2015. 01:18 PM | 4 Likes Like |Link to Comment
  • InvenSense down 3.9% in spite of market rally, product launches [View news story]
    It's possible the lawsuits are playing a role, but one was already announced on Tuesday. Moreover, similar suits filed against other companies typically don't produce major drops.
    Jan 8, 2015. 12:53 PM | 1 Like Like |Link to Comment
  • InvenSense down 3.9% in spite of market rally, product launches [View news story]
    Please stop trying to promote your articles in every comment. Thanks.
    Jan 8, 2015. 12:47 PM | 11 Likes Like |Link to Comment
  • Chip stocks hit hard amid tech selloff [View news story]
    Most estimates for 2015 growth (sell-side or otherwise) aren't far removed from 5%. Trade group WSTS is only forecasting 3.5% growth, though I think that might prove conservative.

    http://bit.ly/1HKh9Ta

    Main argument for slowing growth is that it's hard for the chip industry on the whole to significantly outgrow the markets its serves over the long-term. It can outperform a bit due to chip content growth within various devices, but there are limits.

    2014's outsized growth was partly the result of rising DRAM prices and a PC inventory refresh. The first trend will probably moderate, while the second appears to be over. Other trends, such as smartphone, server, and SSD growth, will likely stay in place.

    I think today's selloff was mostly due to macro issues and the broader decline in tech. Gartner's 2014 growth figure was probably a little lower than some were expecting, but I don't think it was a major culprit.
    Jan 7, 2015. 12:07 AM | 3 Likes Like |Link to Comment
  • Oil prices make new 5-year lows [View news story]
    << There was nothing stunning about OPEC's decision. Most observers predicted it, IIRC. >>

    If there was nothing surprising about it, oil prices (and the shares of companies linked to them) wouldn't have plunged in response. The market was clearly expecting something else.

    In the last couple of days prior to OPEC's announcement, there were growing hints that they might stand pat. But prior to that, the general view was that a cut would be made to maintain OPEC's credibility as a protector of high oil prices.

    http://bloom.bg/1wyfNm0

    << Many people hoped OPEC would cut production, but that made little sense from OPEC's point of view--why should they voluntarily give up market share so others could make money? >>

    They've done it dozens of times before, haven't they? Even with some diminished market share, it's safe to assume OPEC's profits would be higher if they cut production and oil was still at $80/barrel. The Saudis chose to sacrifice short-term profits in an attempt to boost OPEC's long-term profitability by putting a lid on investments in higher-cost alternatives.
    Dec 30, 2014. 08:31 AM | 1 Like Like |Link to Comment
  • Musk: Tesla Roadster battery upgrade will boost range to ~400 miles [View news story]
    Won't move the needle a lot near-term, but I think it's an important technical accomplishment. Boosting the Model S' range to ~400 miles, as Musk suggests Tesla eventually will, would be pretty big.
    Dec 26, 2014. 08:57 AM | 8 Likes Like |Link to Comment
  • Globalstar down 6.2% following bearish SA column [View news story]
    The articles in question are well-researched, much like many other columns produced by the same authors. You can disagree with the articles if you'd like, but they're far from "hit pieces."

    Anyway, you started out by (rudely) complaining about a lack of links to bullish articles. I pointed out there haven't been any lately that featured technical arguments, are are thus relevant to Gerst Capital's column. In response, you've chosen to change the subject by assailing the bearish columns as "hit pieces."

    I've repeatedly backed up my positions with facts. You clearly have nothing to offer in response except anonymous insults.
    Dec 23, 2014. 06:44 PM | 1 Like Like |Link to Comment
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