Seeking Alpha

Sacha May

 
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  • Sacha May
    $EVR confirms part of my $INTC $AAPL thesis: http://bit.ly/18sEkBa http://seekingalpha.com/a/10pqu
    9/26/13
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      • Sacha May
        6 or more $NOK devices due in Oct. Anyone investing in $MSFT on thesis of Windows Phone success?
        9/25/13
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        • Leont68: yeah another bing.
          9/26/13
        • Andreas Hopf: Bong.
          9/26/13
          • Sacha May
            Anyone say Samsung doesn't innovate? http://bit.ly/1bcGOr3
            9/25/13
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              • Sacha May
                Any thoughts on accusations of $AAPL channel stuffing with the 5c?
                9/25/13
                Reply (1)
                • pocohonta: no channel stuffing = no inventory = consumer must wait = no impulse buy = lost sale. But channel stuffing with high turnover = $$
                  9/26/13
                  • Sacha May
                    $XRX picking up a lot of government ticketing/digital records contracts. Digitization will be a huge catalyst in the next 2-3 years.
                    9/25/13
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                      • Sacha May
                        Up 15% on $SYNA in 3 weeks. Anyone make any parallels with $CY 's negative guidance? $SYNA taking low-end market share?
                        9/25/13
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                          • Sacha May
                            Car market red hot, $F $GM carried by US and Chinese markets, what about when Europe turns to growth (if even slight)? Articles coming soon.
                            8/2/13
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                              • Sacha May
                                check it out! --- http://bit.ly/wjmw9n
                                2/29/12
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