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Sal Marvasti

 
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  • The IP Value At RealD Is The Real Deal [View article]
    Technically rld is a falling knife.

    one more bad quarter it will trade at $3. It has a relatively high amount of liabilities.

    interesting idea but i am staying away until a technical bottom.
    Sep 19 11:04 AM | Likes Like |Link to Comment
  • Microsoft's Purchase Of Nokia And 'Go-It-Alone' Strategy Make It A Sell [View article]
    Microsoft lost money on xbox for a decade till it became profitable and highly successful.

    I agree risks are now greater, but this needs to be quantified.
    Sep 15 08:27 AM | 7 Likes Like |Link to Comment
  • Recent Adduplex Data Suggest Nokia Sold Over 2 Million Lumia 520s In July [View article]
    Nice analysis, ties in well with my article

    http://seekingalpha.co...
    Aug 17 01:04 AM | Likes Like |Link to Comment
  • Gold [View instapost]
    Soviet style breakdown? Then holding equities is good.
    Aug 16 04:27 AM | 2 Likes Like |Link to Comment
  • New Look At Nokia - Low End Lumias Are Crucial [View article]
    your welcome.
    Aug 10 07:36 AM | Likes Like |Link to Comment
  • An Objective Look At The Performance Of Seeking Alpha's Alpha-Rich Articles [View article]
    Good article.
    yep, I blogged that a while ago, before I stopped writing.
    SA should keep track of tip performance.
    Jul 28 10:23 PM | Likes Like |Link to Comment
  • Intel's Problem Isn't ARM, It's Qualcomm [View article]
    Is writing for SA now a fulltime job for you ?> :)
    Jun 23 04:33 PM | 1 Like Like |Link to Comment
  • A $234 Million Company Worth $0: Short Biozoom [View article]
    If the owners of the shares are not willing to sell, it indicates there might be more than meets the eye. Many startups that go public don't have much in public domain. If the investors who hold the shares don't want to sell, then the shares are not a short candidate.
    Jun 21 11:35 AM | Likes Like |Link to Comment
  • Nvidia: A $21 Stock Trading For $14 With Only $2 Of Downside [View article]
    Just saying $21 might not come as easy as u expect.
    It needs real success in Tegra.
    Jun 6 02:45 PM | Likes Like |Link to Comment
  • Nvidia: A $21 Stock Trading For $14 With Only $2 Of Downside [View article]
    AMD is short term threat, Intel long term. Iris Pro is "premium today". Only people with short memories will forget todays premium, is tomorrows rock bottom Celeron.
    Jun 6 02:36 PM | 2 Likes Like |Link to Comment
  • Nvidia: A $21 Stock Trading For $14 With Only $2 Of Downside [View article]
    Who wants to own a stock where most of its profits are threatened in the next decade? Ashraf look at the original i7. AMD's FX processors are much faster but they cannot sell anywhere near the original i7 price. Iris Pro price will drop over time and in five years will be in "Celerons".

    Tegra in fact can be Nvidia's saving grace , much like Kabini, jaguar (little SOCs) ended up being AMDs saviour in terms of gaming and custom computing.
    Jun 6 02:32 PM | Likes Like |Link to Comment
  • Apple, Android, And The Future Of The Smartphone [View article]
    Totally wrong. Google makes no money from Android. Nothing zero .
    They "HOPE" to make money from Android eco system.
    I know Google engineers who left the Android team.. And yes Android was designed in England.
    May 17 08:06 AM | 3 Likes Like |Link to Comment
  • Intel: Pricing And Margin Strategy [View article]
    Nope, because in China they make their own cpus...
    Why would they switch to Intel ?
    Its not the best but its good enough and uses ARM.
    I am not deluded about Intel's chances.

    They will carve a niche and make money from servers .
    May 10 10:25 PM | Likes Like |Link to Comment
  • Short Gold For The Long Haul [View article]
    Clearly a lot of BS in this article. Good luck to those who believe in this.
    Short term gold may drop, but long term it is in a rising trend.
    Similar to how the stock market dropped in 2009 only to recover. Big drops are buying opportunities for long term holders.

    Fundamentally none of the economic issues that plague developed nations has been solved. Until then fiat currency also know as a number in a computer screen, is just .... worthless!!
    My advice is to keep assets in stocks, property, gold and other precious metals. These are real and will not implode.

    You know what $ is? It is a number in a US regulated bank.
    - Aging population
    - QE
    - Stagnating economies
    - Limited resources (indefinite growth impossible)


    There is still a need for a worldwide acceptable way to store portable wealth. If its not Gold, it will be platinum or oil, but fiat currency is not it.
    May 7 09:24 PM | 12 Likes Like |Link to Comment
  • Intel: A Must-Read History Lesson [View article]
    ephud, Intel lost a significant court case and a significant amount of money. Enough said. They were proven to apply anti-competitive measures.
    The speculation is whether AMD could have done better if Intel did not use these coercive sales techniques.
    Furthermore, Intel needed AMD to win the original IBM PC design.
    May 5 08:50 PM | Likes Like |Link to Comment
COMMENTS STATS
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