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Sneha Shah

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  • Apple - Waiting For iGodot [View article]
    Dear Fra,

    Most of the tablet growth is coming from the lower end of the market in the $50-$200 range in my view. A lot of these tablets are being sold in markets such as India and China. These are first time computing device buyers and most of them cannot afford Internet access. Apple maybe generating the tablet traffic, but that might not be the case in the future when these Android buyers get acess to cheap 2-3G data traffic/ Wi-Fi.

    BR
    Sneha
    Jul 31 11:44 AM | 1 Like Like |Link to Comment
  • Yingli Consolidates Its No.1 Position [View article]
    not most but benefit certainly yes
    Jul 28 02:18 AM | Likes Like |Link to Comment
  • Qihoo 360 - Too Expensive And Too Many Risks [View article]
    Partners can be threats , Apple - Samsung
    Jul 26 11:17 PM | Likes Like |Link to Comment
  • BlackBerry's New Mistake - Q5 Pricing Makes It A Surefire Loser [View article]
    I don't have exact pricing of all devices, so there are estimates of z10 price unlocked in usa

    I don't think nokia 920,sony experia z or nexus 4 are 3 yr old devices.
    Even if they are old,how does it matter if they are better than Q5
    Jul 22 11:22 PM | Likes Like |Link to Comment
  • BlackBerry's New Mistake - Q5 Pricing Makes It A Surefire Loser [View article]
    nokia 920 lowest price Rs 28000 -http://bit.ly/19eEKgx
    sony experia z price india Rs 31000 - http://bit.ly/19eEMoy
    Jul 22 11:20 PM | 3 Likes Like |Link to Comment
  • How Apple's Western Bastions Could Be Threatened By Little Known Competitors [View article]
    @hobart16 - there is no subsidy at all.... period. also you are paying the $600-700 for the iPhone as the carrier is passing on the costs to you. It is just deferred over 2 years which plays on human psychology.
    Jul 22 11:48 AM | 2 Likes Like |Link to Comment
  • How Apple's Western Bastions Could Be Threatened By Little Known Competitors [View article]
    @arkeh - very interesting comment. However, I see 2 problems with this analogy

    a) I think the product and technology difference between the new players and Apple is not great anymore to justify the high price premium. Why is apple discounting its iphones heavily now. The iPhone 4 was discounted heavily in order to compete in the mid end range though it did not stop the surge

    b) cars and mobile phones are very different in terms of distribution,transport... components use etc. Micromax and Apple have much more common in terms of their memory, processors etc. than a BMW and a Maruti. Apple also makes all its phones in China/Taiwan, same as Micromax. Most of BMW plants are located in the west.
    Jul 22 11:09 AM | 1 Like Like |Link to Comment
  • How Apple's Western Bastions Could Be Threatened By Little Known Competitors [View article]
    @kpayson - thanks for pointing that out , it is $360 million. I thought it was billion considering that Micromax has already crossed the$500 million mark and is aiming for a billion dollars this year
    http://bit.ly/13YPyye
    Jul 22 10:36 AM | 1 Like Like |Link to Comment
  • Renesola Rises By 75% In The Last Month - Here's Why It Can Go Higher [View article]
    cell capacity is nearly 2:1. also setting up cell capacity is hardly expensive. ldk solar sold a brand new 2 GW plant for $10 million
    Jul 19 02:58 PM | Likes Like |Link to Comment
  • Renesola Rises By 75% In The Last Month - Here's Why It Can Go Higher [View article]
    Thanks for your insightful comments. Couple of corrections

    "Because of this, they have risks to costs in virtually every segment of manufacturing that other companies do not have." -

    Every company has more risk from this issue than Renesola given that they buy all of their poly/wafers. All major solar panel companies outsource cell and panel production as well.

    Outside procurement
    It is a strategic decision on builidng inhouse capacity to buying from outside. You benefit during the down market but lose a bit during the up markets. Flexible manufacturing is a given for all solar companies.

    Buying cells and wafers in China is probably cheaper than making inhouse at the current moment. given that costs are below prices - biggest comapneis have extremely low gross margins which means that the smaller ones are operating at virtually 0 or negative gross margins.
    Jul 19 12:43 PM | Likes Like |Link to Comment
  • Renesola Rises By 75% In The Last Month - Here's Why It Can Go Higher [View article]
    1) quality levels for renesola are quite good. It is a Chinese myth but since there are a hundred vendors people generalize

    2) SPWR efficiency is already 24% , they are looking at HCPV technology to increase efficiency not at HiCz from what I know.
    Jul 18 10:59 PM | Likes Like |Link to Comment
  • ReneSola - Multi-Bagger Idea To Profit From Solar Trade Wars And A Return To Supply-Demand Normalcy [View article]
    thank you for the comment. As an analyst, you stumble a lot of times,its good when you sometimes hit the jackpot with your predictions.
    Jul 18 01:33 PM | Likes Like |Link to Comment
  • Why BlackBerry Urgently Needs A Buyer Or Partner [View article]
    I am not sure whether Apple will be able to fully utilize BBRY assets. I don't think it will want to maintain two operating systems and will jettison BB 10. It will find the enterprise technology such as BES useful but most of BBRY software/hardware will be wasted. On the other hand smartphone companies such as Samsung who don't have a good OS will find much more value in BBRY.
    Jul 16 12:34 PM | 1 Like Like |Link to Comment
  • With Haswell Faltering, Baytrail Is Make Or Break For Intel [View article]
    @Michael - It is early days for Haswell, but I have not seen any devices which are using Haswell capabilities/ advertising it too well except for Macbook Air. PC vendors are crucial for Haswell's success and till now their response is less than enthusiastic.
    Jul 15 12:27 PM | 2 Likes Like |Link to Comment
  • SunPower - Time To Take Some Profits Off The Table [View article]
    @vlnc - lets pick a date 15th july - spwr vs renesola,jinko and yingli .... follow up 6 months later jan 15th
    Jul 14 10:04 AM | Likes Like |Link to Comment
COMMENTS STATS
293 Comments
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