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Sneha Shah  

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  • Dangers Of Utility Investing: An Unappreciated Risk Is Growing Bigger Every Day [View article]
    @arthur - thanks for the correctin
    May 24, 2013. 12:00 AM | 1 Like Like |Link to Comment
  • Dangers Of Utility Investing: An Unappreciated Risk Is Growing Bigger Every Day [View article]
    Thank you Jack
    May 22, 2013. 06:07 AM | 1 Like Like |Link to Comment
  • BlackBerry Cannot Match Competitor Power In India [View article]
    I have written about them in earlier articles. should have mentioned them here as well. indian guys defintely have a big market share especially in the lower end of the smartphone market, however absent in the mid and top segments
    May 22, 2013. 12:22 AM | Likes Like |Link to Comment
  • Why Did An Epic 1-Day Rally Take Place In Chinese Solar Stocks? [View article]
    its a global industry. anyone can cause a glut everyone will be affected
    May 21, 2013. 09:53 AM | 1 Like Like |Link to Comment
  • How Intel Could Jump 2 Moore Generations Ahead And Capture The Mobile Chip Industry [View article]
    @redrut - thank you for the appreciation . Intel has already captured 5% of the tablet processor market in Q113 from 0% in Q412. Intel already runs very well on Android thanks to a deal between Google and Intel in 2011.

    Both TSMC and Samsung are facing problems in going to lower geomtries. A number of sources have hinted at this fact. You can read today's Digitimes where is says that Samsung is having trouble in migrating to 28 nm.
    May 21, 2013. 08:39 AM | 4 Likes Like |Link to Comment
  • Why Did An Epic 1-Day Rally Take Place In Chinese Solar Stocks? [View article]
    @arvml - This is an article not a solar industry primer. Not only First Solar but almost all of the above companies listed above have a big system installation business - Sunpower, Canadian Solar etc. Others like YGE, TSL, SOL also are installing big utility solar plants.
    May 21, 2013. 08:27 AM | 3 Likes Like |Link to Comment
  • Tailor Made Silicon Holds Key To AMD's Future [View article]
    @TommyBoy - please see the latest marketshare figures in my previous nvidia article on how nvda is beating amd
    May 20, 2013. 09:47 PM | Likes Like |Link to Comment
  • BlackBerry Cannot Match Competitor Power In India [View article]
    @svetlana - I cannot reproduce full page and quarter page print ads in this article nor can i show you the relative presence of different smartphone companies in retail showrooms .
    May 20, 2013. 12:01 PM | 2 Likes Like |Link to Comment
  • BlackBerry Cannot Match Competitor Power In India [View article]
    @Michael - I have a front row seat about how status symbols and BBM is evolving in India. "Whatsapp" has become the messaging app nowadays. BBM will have a hard time substituting "Whatsapp" though not impossible

    The Indian market is perhaps the most important smarpthone market and BBRY will have place here , if it remains important enough is the question. I think a stock you should watch when it IPOs is Micromax which is about to become a billion dollar company
    May 20, 2013. 11:43 AM | 1 Like Like |Link to Comment
  • BlackBerry Cannot Match Competitor Power In India [View article]
    @danny - Apple has a non existent market share in 2011 because of a lack of distribution. It only became a significant player when it tied up with big distributors Ingram and Redington. Read my previous articles on Apple
    May 20, 2013. 11:40 AM | 1 Like Like |Link to Comment
  • BlackBerry Cannot Match Competitor Power In India [View article]
    @jdbe - product quality is important but when you have equally good devices giving full page ads then it does give you an edge
    May 20, 2013. 11:39 AM | 1 Like Like |Link to Comment
  • BlackBerry Cannot Match Competitor Power In India [View article]
    @Jack - I had mentioned it in my previous article on the "cheap data plan" . I should have reiterated it here
    May 20, 2013. 11:38 AM | 2 Likes Like |Link to Comment
  • Apple Increases iPhone Discount To 36% To Counter Samsung's Upsurge In India [View article]
    most of the country uses 2G networks though 3G networks is available everywhere. 4G is starting to appear in isolated pockets. However 3g plans remain too expensive for mos indians. bbry started a ~$2/month data plan in select cities.
    May 16, 2013. 04:44 PM | 1 Like Like |Link to Comment
  • Will BlackBerry's Cheap Data Strategy Stem Market Share Loss In India? [View article]
    @plenty - please read the link in my above article on apple
    May 9, 2013. 10:12 PM | Likes Like |Link to Comment
  • Will BlackBerry's Cheap Data Strategy Stem Market Share Loss In India? [View article]
    @dlepshki- thank you
    May 9, 2013. 09:59 PM | Likes Like |Link to Comment
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312 Comments
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