Seeking Alpha

Sneha Shah

 
View as an RSS Feed
View Sneha Shah's Comments BY TICKER:
Latest  |  Highest rated
  • Buy ICICI Bank As Blood Flows On Indian Streets [View article]
    Given the restrictions and capital required plus the onerous rural branches norms, I don't think they be able to effectively compete in the next 4-5 years.
    Sep 1, 2013. 03:39 AM | Likes Like |Link to Comment
  • Time To Buy Intel As Big 3 Asian PC OEMs To Start Shipping Bay Trail Tablets By October [View article]
    The article focuses on the tablet space . not on the success of the smartphone where the the new 22 nm SOC will be introduced in Q114. Intel is working hard on the LTE - recently bought Fujitsu wireless. that said smarpthone sucess is not as certain as tablet one IMHO
    Aug 30, 2013. 06:48 AM | 1 Like Like |Link to Comment
  • Can Nokia Succeed Where Others Failed? [View article]
    don't think they have any wins as of now though they are about to introduce low power chips for the tablet market.
    Aug 27, 2013. 02:11 PM | Likes Like |Link to Comment
  • Can Nokia Succeed Where Others Failed? [View article]
    Intel's current mobile processors work on a 5 year old architecture on an older process node. Baytrail which will launch soon should rectify this
    Aug 27, 2013. 01:43 PM | Likes Like |Link to Comment
  • Intel Already Planning Its Next Chess Move In Mobile Market Even As Baytrail Reaches Take-Off [View article]
    I meant get delayed which is pretty much failing in the technology industry as competitors get a huge performance-cost advantage
    Aug 22, 2013. 10:54 PM | Likes Like |Link to Comment
  • Nokia Attacks Competitors By Lowering Lumia Prices [View article]
    Thank you for your kind words.... you are right I missed writing about the impact on the financials... will try do it in the next article though don't know whether I will be able to get the cost breakdown
    Aug 14, 2013. 01:01 PM | 1 Like Like |Link to Comment
  • Nokia Attacks Competitors By Lowering Lumia Prices [View article]
    @marcap - its somewhat true what you say in that they had to lower it to stay in the game. I always felt that Nokia was suffering from the low end Androids, this discount should make it within reach of the low end buyers. I think that the 520 is a great phone at ~$180, the proposition at $120 is now infinitely better.
    Aug 14, 2013. 01:00 PM | 3 Likes Like |Link to Comment
  • Nokia Attacks Competitors By Lowering Lumia Prices [View article]
    Randal the usa and india are very different markets in terms of how phones are sold. In India phone exchange schemes are mostly to discount. Generally the phone companies will give the the retailers upto 60-70% of the discount. so the retailer will taken any phone which works not the high end ones only.
    Aug 14, 2013. 12:58 PM | 1 Like Like |Link to Comment
  • Nokia Attacks Competitors By Lowering Lumia Prices [View article]
    thanks for the correction, I got confused with the 720.

    btw the $120 is without a contract . don't know about the AT&T
    Aug 14, 2013. 12:55 PM | 1 Like Like |Link to Comment
  • Why This Holiday Season Will Be Pivotal For Intel And The Computing Industry [View article]
    Rudester it seems that the baytrail price list in already out according to Barrons
    Aug 13, 2013. 11:37 AM | Likes Like |Link to Comment
  • Why This Holiday Season Will Be Pivotal For Intel And The Computing Industry [View article]

    @rudester - I am assuming that since Haswell was launched on June 3 and you could find haswell products in July and August, Baytrail based products should be launched by Nov and Dec 2013. Again I am not in expert in semi supply chain but this seems logical
    Aug 12, 2013. 10:52 PM | Likes Like |Link to Comment
  • SunPower - Time To Take Some Profits Off The Table [View article]
    right
    Aug 2, 2013. 12:10 PM | Likes Like |Link to Comment
  • Clean Energy Fuels - Natural Gas Play For The Patient Investor [View article]
    No, will have to look at that one
    Aug 1, 2013. 08:32 AM | Likes Like |Link to Comment
  • Clean Energy Fuels - Natural Gas Play For The Patient Investor [View article]
    Hhmiles - Westport Innovations looks a good prospect. I think WPRT has a higher upside
    Aug 1, 2013. 07:24 AM | 1 Like Like |Link to Comment
  • 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, 2013. 11:44 AM | 1 Like Like |Link to Comment
COMMENTS STATS
307 Comments
199 Likes