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Sacha May

 
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  • 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]
    Mostly just Samsung, which has already been using its own chip in the international version of the S4.
    Sep 25, 2013. 02:00 PM | 3 Likes Like |Link to Comment
  • Facebook: Don't 'Like' Its Stock Price [View article]
    The problem with FB is that it is one of the few tech growth stocks that had its IPO at such a high valuation. The company is already pretty much valued $100B, I wouldn't say that potentially huge rewards are that huge.

    I would agree with you if we were talking 3-4 years ago, FB somehow had already IPO'd, and it was worth under $30B - that's some big upside potential.
    Aug 2, 2013. 10:40 AM | 3 Likes Like |Link to Comment
  • Facebook: Don't 'Like' Its Stock Price [View article]
    I am actually against using just models... But with Facebook, you can change all of the assumptions and still not get to a stock price of $37, try it yourself before claiming that it makes a "huge" difference.
    Aug 2, 2013. 08:50 AM | 3 Likes Like |Link to Comment
  • Tesla Motors Is A Quality Long Play [View article]
    I think the carmakers should make an EV with an easily removable battery that you take out of the back (or the front) and walk into your apartment with to charge. This would be a way for people that don't have garages to have EVs. Anyone else think this is feasible or a good idea?
    Jan 16, 2012. 05:29 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
  • Facebook: Don't 'Like' Its Stock Price [View article]
    So do I, just not quick enough to justify a $90B+ valuation.
    Aug 2, 2013. 11:28 AM | 2 Likes Like |Link to Comment
  • Facebook: Don't 'Like' Its Stock Price [View article]
    So you agree its overvalued... I know its the largest social network ever, but that doesn't say anything about its valuation. There are also huge social networks in Russia and Asia, it's not just Facebook. In my model the network grows to 2.4 billion users by 2022, so don't point out 1 billion.

    Yes, a great social network, but still overvalued.
    Aug 2, 2013. 08:57 AM | 2 Likes Like |Link to Comment
  • Tesla Patent Applications Reveal Next Generation EV Technology [View article]
    Points 1 and 2 are still largely arguable. What we investors should focus on is 3. I still don't see much stopping the big players (GM, Ford, Toyota, VW, BMW, etc...) from moving more aggressively into EVs IF they ever become fully viable (other than a niche product for rich people).

    Going long Tesla is not only a direct play on the future of EVs, but also a play on that specific company, and with most of the tech advancements happening outside of it (batteries, new conductive materials, etc.) I can easily see the bigger players crushing Tesla.

    To be profitable in the auto business you need huge volume, and Tesla will never catch up to the big players (and therefore will not be able to reduce its costs as effectively). Ford, for example, can build an EV on top of a cheap existing frame, parts, etc.

    The supercharger advantage will not materialize: EVs will only become viable with an industry-set standard for this kind of charger. Imagine gas stations if each pump was car-specific...

    One more thing to note: Tesla's current financial situation is not reflective of real market dynamics. It's subsidized up to $7500/car...(as are most other EVs). This will not last forever, especially after Obama is gone.
    Apr 22, 2013. 07:02 PM | 2 Likes Like |Link to Comment
  • Tesla Patent Applications Reveal Next Generation EV Technology [View article]
    Good article, but a few concerns:
    1. The problem isn't range, it's time to re-fill. If you look at ICE cars, range is pretty much unlimited (a 10 minute re-fuel is not long enough to disrupt any trip, and the world already has an extensive re-fueling infrastructure). Even if an EV has more range than an ICE on one tank, it does not come close to the actual real-world range of an ICE car if it takes several hours to recharge (even 30 mins is long).
    2. Electric cars are going to continue to depreciate faster than ICE cars as long as the battery is one of the most expensive components.
    3. The first-mover rarely wins. Battery innovation is most likely not going to come from Tesla, and will be available to all manufacturers. Sure, Tesla has electric cars built from the ground-up, but others are catching up fast, and with a good enough battery most of the current electric cars would be good options.

    Overall I love Tesla innovation-wise, and I want to like it as a business, but partially for the reasons above I am still staying away.
    Apr 22, 2013. 05:45 PM | 2 Likes Like |Link to Comment
  • Nokia's Genius Move: Was It Wrongly Viewed As A Catastrophic Mistake? [View article]
    Great points. Most of the tech-wise people I have met or talked to do like the Lumia 920, so thats a good observation. But what worries me is regular people. I have yet to hear such a person talk about buying a Lumia smartphone. Apple's real strength is these "normal" people, and Nokia has no chance going head-to-head with Apple's iPhone 5 launch. I hope that in November they can pull it off though.
    Sep 15, 2012. 12:29 PM | 2 Likes Like |Link to Comment
  • Nokia's Genius Move: Was It Wrongly Viewed As A Catastrophic Mistake? [View article]
    I know, I mentioned W8's release because it will aid in WP8's momentum.
    Sep 15, 2012. 09:26 AM | 2 Likes Like |Link to Comment
  • Nokia's Restructuring On Track [View article]
    What will it take for devices to be profitable again though? How will device margins recover?

    Also, what will stop Samsung from eventually dominating windows phone as it does android?

    How much does Nokia get paid for giving Nokia Maps to Bing Maps?
    Jul 25, 2012. 11:32 AM | 2 Likes Like |Link to Comment
  • Nokia: The Market Is Missing The Point [View article]
    Although 1st and 2nd quarter results could be good, and I really hope that the Lumia actually sold well, I wouldn't be worried until q3 and q4. By the end of 2012 Nokia will really need to show a strong recovery is underway.
    Mar 1, 2012. 12:56 PM | 2 Likes Like |Link to Comment
  • Nokia: The Market Is Missing The Point [View article]
    Look up how the camera actually works though, it combines pixels to make normal images, that's what's smart about it.
    Mar 1, 2012. 11:05 AM | 2 Likes Like |Link to Comment
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