Seeking Alpha
View as an RSS Feed

Sacha May  

View Sacha May's Comments BY TICKER:
Latest  |  Highest rated
  • AMD: A Misunderstood Opportunity With 50-100% Upside By 2017 [View article]
    Long from under $4
    Nov 6, 2014. 02:37 PM | 1 Like Like |Link to Comment
  • AMD: A Misunderstood Opportunity With 50-100% Upside By 2017 [View article]
    Yes, the "downside scenario" is a 20-30% decline.
    Not the same as expecting a 20-30% decline.
    Nov 6, 2014. 02:29 PM | 8 Likes Like |Link to Comment
  • Synaptics: Accumulate Under $40 [View article]
    Definitely Apple at the time of writing, if you want an easy one. SYNA has dropped back down now, and I've re-entered with a small position.
    Nov 6, 2013. 01:47 PM | Likes Like |Link to Comment
  • Synaptics: Accumulate Under $40 [View article]
    I sold. I think markets will go up overall in the coming weeks, and with a beta of 1.92, SYNA is likely to add to its momentum.

    However, from a fundamental point of view, it would be smart to sell now if your average cost is around $40/share (I sold, average at around $38). There are better risk-reward propositions out there at these prices.
    Oct 17, 2013. 01:01 PM | Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    My point exactly - and Samsung is going to increasingly feel the pressure to do the same, instead of just buying up Qualcomm's processors. Its international Galaxy S4's have already started this trend.
    Sep 25, 2013. 06:18 PM | 3 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    What's your point? If Samsung has the capability to manufacture it, there's no reason it can't boost investment and match or even beat its performance with its own chip design, optimized for its own software and hardware.

    No one here is arguing that the A7 runs/will run Android.
    Sep 25, 2013. 05:19 PM | 6 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    Because it's not passively cooled.
    Sep 25, 2013. 05:08 PM | 3 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    I never made that assumption. You're making my exact point - that vertical integration has allowed Apple to combine its chip design, OS, and engine to beat the others. In the long-run, companies like Samsung with the scale to do so will attempt follow this model. This is bad for Intel.
    Sep 25, 2013. 03:57 PM | 2 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    Samsung is not 3 out of 3 at all. Android is made by Google, and Samsung adds a skin and features on top... I'd say the operating system is a very significant factor in vertical integration.
    Sep 25, 2013. 03:12 PM | 5 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    That's possible, but the combination of much lower ASP and higher costs associated with this, multiplied by the low probability of Intel succeeding in a significant way (especially with Apple and Samsung, the two biggest players), made me sell the stock.
    Sep 25, 2013. 02:52 PM | 3 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    The significance of the A7 is how big of a leap it made, at a time when most people thought mobile chip power was stagnating - especially in the case of Apple.

    The idea that a company would use Intel as a savior to beat their competitors and have the most powerful phones on the market is now a distant thought - Apple and Samsung don't need Intel, and everyone else is too small to be very significant/will do whatever Apple and Sammy do.
    Sep 25, 2013. 02:48 PM | 3 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    Cash wouldn't even be the main issue - governments would get in the way. Not just HUGE anti-trust issues, but also 0% chance Korean government ever allows this.

    Also, Samsung is a huge conglomerate - much too complex for a good acquisition target.
    Sep 25, 2013. 02:44 PM | 6 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    "Other than AAPL no one will be able to sustain an R & D budget for a custom chip."
    Samsung will be able to (it already does, and will do so increasingly). Google also has the ability to do so, as does Microsoft (though unlikely for now).

    PC's are a different ball game. However, the trends in that market are going to force Intel to sell chips at lower price points. Growth in PC shipments will not be enough to counteract this effect, and Intel will suffer in the long term.
    Sep 25, 2013. 02:32 PM | 1 Like Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    Thanks, I have been long Intel for a while, but am beginning to accept that the industry is moving away way too fast. Intel will survive, but not at the same levels of profitability that it has today. It will eventually have to adapt and adopt a much lower ASP strategy. I don't want to be holding the stock when that begins to happen.
    Sep 25, 2013. 02:29 PM | 4 Likes Like |Link to Comment
  • Intel: Apple's A7 Chip Reveals Dangerous Trend [View article]
    The A7 is manufactured by Samsung.
    Sep 25, 2013. 02:17 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
153 Comments
154 Likes