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Sneha Shah

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  • Why Microsoft Stock Is Going Up Despite Windows 8 Going Down [View article]
    thank you all for the appreciation
    May 1 09:48 AM | Likes Like |Link to Comment
  • The PC Industry's Powerful New Weapon Against Tablets Is About To Be Unleashed [View article]
    thank you richard
    Apr 28 02:26 PM | Likes Like |Link to Comment
  • The PC Industry's Powerful New Weapon Against Tablets Is About To Be Unleashed [View article]
    @bart - I accept that the cheap Android tablets have a minor market share but their growth rate is quite high. I am increasingly seeing people buy these cheap tablets. Many of them will never be able to afford a $700 PC/laptop. As you can see with Apple sales, they have saturated the developed premium segment market. The incremental growth will only come from low income emerging markets. Android phones and tablets are meeting this need. Price is the most important factor here ( the design, the build quality, quad core, high resolution does not count)
    Apr 28 01:00 PM | 2 Likes Like |Link to Comment
  • The PC Industry's Powerful New Weapon Against Tablets Is About To Be Unleashed [View article]
    haswell will probably not suit the power performance profile of an Ipad. Intel will come out with a new lower end processors Bay trail at the end of the year which will be specifically target tablets.

    Apple is thinking of using haswell for the new Mac line
    Apr 28 10:29 AM | 1 Like Like |Link to Comment
  • The PC Industry's Powerful New Weapon Against Tablets Is About To Be Unleashed [View article]
    If you can't fight them join them. however I think the form factors are merging into one another. laptops are essentially tablets with keyboards
    Apr 28 10:28 AM | Likes Like |Link to Comment
  • The PC Industry's Powerful New Weapon Against Tablets Is About To Be Unleashed [View article]
    I don't think Intel and MSFT are catching up. Both companies generate a monstrous amount of free cash flow each year. Only their stock multiples have gone down.
    Apr 28 10:27 AM | 5 Likes Like |Link to Comment
  • The PC Industry's Powerful New Weapon Against Tablets Is About To Be Unleashed [View article]
    @david - you should look at the new all in one pcs ( aka giant tablets). This may spark new interest in high performance computing devices
    Apr 28 10:26 AM | 2 Likes Like |Link to Comment
  • The PC Industry's Powerful New Weapon Against Tablets Is About To Be Unleashed [View article]
    @Steffen

    1) Would like to own some but buying foreign shares is not that easy (transaction costs etc.)

    2) Intel processors are not used extensively in tablets and smartphones. I think Inte's market share in tablet and smartphones is less than 1% compared to the 85% share in PC

    3) Intel is returning around !$10 billion in buybacks and dividends each year. , I am happy enough with the ~4% now and think that Intel can increase it steadily if it manages to execute on its roadmap
    Apr 28 10:25 AM | 3 Likes Like |Link to Comment
  • The PC Industry's Powerful New Weapon Against Tablets Is About To Be Unleashed [View article]
    @thank you michael
    Apr 28 10:12 AM | 1 Like Like |Link to Comment
  • The PC Industry's Powerful New Weapon Against Tablets Is About To Be Unleashed [View article]
    @sks1586 - thank you for the appreciation
    Apr 28 06:37 AM | 3 Likes Like |Link to Comment
  • IBM Falls - I Told You So [View article]
    @doug - I wrote this 3 months ago - http://seekingalpha.co...

    I am not saying I have great foresight and knowledge, but sometimes your views are proved right. I have made bad calls as well.
    Apr 23 09:41 AM | Likes Like |Link to Comment
  • Facebook - Remain Short As New Products Are Duds [View article]
    you are right, i should have added more about the other chat companies apart from whatsapp that are becoming really popular
    Apr 23 09:38 AM | 1 Like Like |Link to Comment
  • Intel: Earnings Conference Call Post Mortem [View article]
    @Russ - Will Intel have a total of 8 fabs after the capex buildup?

    "$17 billion would build, from dirt, four more fabs over the four discussed in the fourth quarter of 2010."

    One of things that concerned me about the Intel CC was their expectation that the 2nd half global economy would turn up . I don't think that will be the case and their are risks to that view. What do you think?

    Also what do you think about the TSMC call today about being able to ramp up the 16 nm process one year after ramping up their 20 nm process.
    Apr 19 12:32 PM | Likes Like |Link to Comment
  • 90% Of Green Energy Stocks Will Go Bankrupt... So Buy The Sector? [View article]
    this article is not only monstrously inaccurate but also totally out of date..
    Inaccuracies

    1) JA Solar, Trina Solar are CHINESE COMPANIES NOT US COMPANIES

    2) Europe used to fund CERs not the UN

    3) Fossil fuels receive more subsidies than green energy . $500 billion in 2012

    Out of Date

    No mention of the fact that the CDM market has collapsed in Europe. I could go on and on about the article being inaccurate and being totally out of touch with reality


    . the author does not reference the CDM market has collapsed with CET trading at all time lows
    Apr 19 12:22 PM | 4 Likes Like |Link to Comment
  • 10 Reasons To Buy This Visual Computing Leader [View article]
    I meant discrete GPU's when I said market share leader. Selling an integrated solution does not make Intel a leader in graphics. Both Nvidia and AMD have better GPU capability than Intel
    Apr 18 11:36 PM | Likes Like |Link to Comment
COMMENTS STATS
293 Comments
189 Likes