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Sneha Shah

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  • SunPower - Time To Take Some Profits Off The Table [View article]
    @vlc - i don't want to get into a slanging match

    a) spwr is also bleeding money, cash flows are negative in the last 3 years
    b) buffeet invesments in green energy are hardly inspiring . byd is probably the worst green investment in the world
    c) sunpower makes higher efficiency panels but efficiency adjusted cost per watt of spwr is higher . check spwr presentations
    d) spwr has got zero presence in china like fslr. these guys are not cost competeitive enough in the tough low priced chinese market.
    Jul 13 08:20 AM | Likes Like |Link to Comment
  • Ascent Solar: Very Expensive Play On Consumer Solar Products Growth [View article]
    with Chinese companies you never know who is how deep :)
    Jul 12 12:51 PM | Likes Like |Link to Comment
  • SunPower - Time To Take Some Profits Off The Table [View article]
    @vlnc - i just wanted to point out there are better alternatives now. if you already own the shares then you should take some profits

    sunpower has no presence in china nor in gulf and very litte in SA. whats good for buffett may not compete in china .

    saying that yingli or trina don't make high quality panels is erroneous...... sunpower buys the same poly and same wafers as others. they don't have any secret sauce. high efficiency is good but their costs are higher. I am yet to see a solar plant with a better return with spwr panels

    global overcapaccity - what does noggin mean.... selling out 1 qtr does not mean that global overcapacity has gone... have you tracked how many lines spwr has closed down last year. sunpower is not bankrupt due to total backing or they would be in q-cells position now. plain luck helped them in the past

    I am not disparaging sunpower. I thought it was a good buy . now I think you should take your profits.
    Jul 12 11:11 AM | Likes Like |Link to Comment
  • American Superconductor - Long Shot At A Big Payday [View article]
    I agree, sinovel does not look in a position to pay a billion dollars thats why its a long shot
    Jul 9 09:04 AM | Likes Like |Link to Comment
  • Intel's New Tablet Processor Beats The Best ARM Chip By A Huge Margin [View article]
    Bay Trail T is made on 22 nm , 14 nm chips will be produced next year at the earliest
    Jul 8 11:02 AM | Likes Like |Link to Comment
  • SunEdison - Set To Capitalize On The Trillion Dollar Solar Opportunity [View article]
    Chinese system contracts are low value plus it is spread over 3 years. Am not sure whether they have the grid capacity as well
    Jul 4 11:43 AM | 1 Like Like |Link to Comment
  • Intel To Make Atom The Core Of Its New Strategy [View article]
    From what I know ZTE is a top 5 smartphone maker and Asus is the 3rd largest tablet seller. Lenovo would not be selling its flagship using an outdated chip while selling lower end phones using ARM chips... But who knows
    Jul 2 12:46 PM | 1 Like Like |Link to Comment
  • Intel To Make Atom The Core Of Its New Strategy [View article]
    ZTE,L enovo, Asus and some others are already using Intel chips for their mobile devices
    Jul 2 12:23 PM | 1 Like Like |Link to Comment
  • Intel To Make Atom The Core Of Its New Strategy [View article]
    Ashraf- thanks for the clarifications.
    Jul 2 09:24 AM | Likes Like |Link to Comment
  • Apple To Stop Buying Processors From Samsung, But TSMC Might Not Deliver [View article]
    QCOM would be indirectly TSMC
    Jul 2 09:03 AM | 3 Likes Like |Link to Comment
  • Yingli Consolidates Its No.1 Position [View article]
    REC had insignificant cell and module operations. It was primarily a poly and wafer producer.
    Jun 28 09:50 PM | Likes Like |Link to Comment
  • Jinko Solar: Low Cost Solar Producer That Could Triple [View article]
    solar guru thank you for the appreciationa..... will look into the renewable energy fuels sector soon. plan to do a series of articles on them soon
    Jun 28 04:40 AM | Likes Like |Link to Comment
  • Enphase Energy Will Benefit From Solar Inverter Consolidation [View article]
    they are already pursuing it, but have not got the sucess of enphase yet
    Jun 25 02:32 AM | Likes Like |Link to Comment
  • Trina Solar - Can It Get Its Mojo Back? [View article]
    @lake - I will give you you some solar shorts as well. sector is too unloved and depressed that is why a lot of the companies are buy. industry is not going away any time soon
    Jun 25 02:32 AM | 1 Like Like |Link to Comment
  • GT Advanced Technologies Could Really Take Off With Sapphire Touch Screen Adoption [View article]
    I don't really focus on the technical too much that is why i ignored it.

    The low stock price is due to absence of clarity. I think once the market gets visibility the stock will increase quite rapidly.
    Jun 21 04:23 PM | Likes Like |Link to Comment
COMMENTS STATS
293 Comments
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