Sunil Shah's  Instablog

Full Index of Posts 40 posts, page 1 of 2

• Why Apple (AAPL) Should Suck Nokia (NOK) Onto Its Map

  Wed, Oct 10, 2012 • NOK, AAPL

• CRM At 40X Opertating Cash Flow, Price Target Of 101$. 40X Cash Is A Huge Multiple And Still Downside!

  Fri, May 11, 2012 • CRM, short ideas

• Western Digital. $20bn Market Cap In A Year

  Wed, Feb 1, 2012 • STX, WDC, Long Ideas

• Hard Disk Drives: The Bedrock of the Information Highway

  Thu, Jan 26, 2012 • WDC, STX, AAPL

• WDC Western Digital:China's reservations on Hitachi merger

  Wed, Dec 28, 2011 • WDC, STX

• CRM SalesFARCE dot com price target $60 in 12 months

  Fri, Nov 18, 2011 • CRM, Short ideas

• rumour mongering on EBIX

  Wed, Nov 9, 2011 • EBIX

• 250,000 more stock options granted!!

  Wed, Oct 26, 2011 • CRM

• Western Digital and Seagate. Irrationality personified.

  Fri, Oct 21, 2011

• Rumour Mongering on EBIX

  Fri, Sep 30, 2011 • EBIX

• The Cloud and Hot Air and Frogs that dance with Dolphins

  Thu, Aug 18, 2011 • CRM, GLD, SPY

• WDC versus SNDK the zero sum game...

  Wed, Jun 8, 2011

• CRM's acquisition of Radian

  Wed, Mar 30, 2011 • CRM

• CRM short. 10% up tomorrow, further into the cloud or 30% haircut into the deep blue sea?

  Thu, Feb 24, 2011 • short crm

• CRM up today?? Rigged! Unassailable proof

  Thu, Feb 10, 2011 • CRM, CSCO, AKAM

• laugh or cry?

  Mon, Feb 7, 2011

• CRM has a moat? What moat?? ONe click away is MSFT

  Tue, Jan 25, 2011 • CRM, MSFT, cloud computing

• WDC: Downplaying EPS forecast again!

  Wed, Jan 19, 2011

• Question: The true cost of FNM et al...

  Sat, Dec 18, 2010 • FNMA.OB, debt, QE

• EBIX...for you good price

  Thu, Dec 9, 2010

• Microsoft bares her fangs, CRM cringes at Dreamforce...

  Mon, Dec 6, 2010 • MSFT

• What a circus: HDD Buyout STX WDC

  Fri, Oct 29, 2010

• To QE2 or Q...Question the Consensus Dollar View

  Thu, Oct 28, 2010 • Dollar, Forex, Economy

• what a bargain! Pack your overdraft and invest!

  Thu, Oct 28, 2010 • HOT

• Currency wars, the dollar and my question:

  Fri, Oct 15, 2010 • Economy, Forex, Dollar

• WDC Some rationality re-entering the market!

  Fri, Oct 15, 2010

• No Brainer CRM buys Ebix

  Fri, Sep 24, 2010

• crm: hot air and clouds, ellison and benioff

  Thu, Sep 23, 2010 • CRM, ORCL

• WDC: An end to carnage and a reprieve to the HDD industry

  Fri, Aug 27, 2010 • MRVL, WDC, STX

• The Conference Call and "plastic companies"

  Fri, Aug 20, 2010 • CRM

• EBIX a perfect target for CRM

  Mon, Aug 9, 2010 • EBIX, CRM

• keeps comin back

  Mon, Aug 9, 2010 • CRM

• Ebix 2q results. massive short squeeze.

  Mon, Aug 9, 2010 • EBIX

• Salesforce.com: More pumped up than the World Cup Football!

  Wed, Jul 28, 2010 • CRM

• WDC: A factual and positive perspective

  Thu, Jul 22, 2010 • WDC