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Sunil Shah

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  • Sunil Shah
    $CRM Billings growth (rev + def rev) has tanked from 28.5% YOY to 17%! This should fall fast! Even Bend-my-ear-off Benioff cant change that!
    Thu, 4:52 PM
    Reply (6)
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    • Jay Schembs: Lowest YOY billings growth since July 2009
      Thu, 7:40 PM
    • ReligiousWacko: maybe they will go to 4 year billing cycles? $CRM
      Thu, 9:25 PM
      • Sunil Shah
        $CRM Billings growth (rev + def rev) has tanked from 28.5% YOY to 17%! This should fall off a cliff! Even Bend-my-ear-off Benioff cant up it
        Thu, 4:50 PM
        Reply
          • Sunil Shah
            $CRM remember this classic video. I want to buy Salesforce.com "I dont care" http://bit.ly/15T4uhK
            May 17, 9:46 AM
            Reply
              • Sunil Shah
                $NOK Ok so Nok's Launch didnt have the jazzmataz pomp that yanks love. So what?? The underlying phone is fab and will gain acceptance/favour
                May 14, 3:15 PM
                Reply (2)
                • Sunil Shah: Note $AAPL lost $15bn market cap today. Why? Cos profts are going to go $NOK 's way. This obsession with glitzy launches has lost its way...
                  May 14, 3:24 PM
                • Sunil Shah: Now do you see...
                  May 14, 3:26 PM
                  • Sunil Shah
                    $EBIX Buyout offer of $20 is way too low! "Unanimously approved by Board". Shocking as price depressed by SA -ve article. What is going on!!
                    May 1, 12:53 PM
                    Reply
                      • Sunil Shah
                        $CRM another botched implementation that didnt match their hyperbole: http://bit.ly/12gd1n8
                        Apr 30, 5:50 AM
                        Reply
                          • Sunil Shah
                            With $AMZN finally cracking are other crazy cloud valuations like $CRM next? They had a stock split 'to improve upside potential...'
                            Apr 29, 12:30 PM
                            Reply
                              • Sunil Shah
                                $CRM Will $AMZN's adherence to a semblance of financial gravity lead to a correction of other crazies, like $CRM (on GAAP eps, $24bn m cap)?
                                Apr 26, 12:01 PM
                                Reply (1)
                                • ReligiousWacko: I hope so as I'm short $CRM and $AMZN. The most remarkable thing about AMZN's drop today was that it "beat expectations".
                                  Apr 26, 3:05 PM
                                  • Sunil Shah
                                    $WDC nailed the qtr and raised guidance. Conservative mgmt too. Now on a Price/post capex op cashflow of 5X. Dell bid at 10X. Strong BUY
                                    Apr 24, 6:00 PM
                                    Reply
                                      • Sunil Shah
                                        $WDC still on a price/op cash flow of 6-7 times, ex cash on bal sheet. Orders improving despite WP8. Hybrid drives the rage on tablets. BUY
                                        Apr 23, 11:15 AM
                                        Reply
                                          • Sunil Shah
                                            $EBIX The folly of the shorts is about to be revealed. Rumour mongering has abated, clearly with no substance, and massive short ratio. BUY
                                            Apr 23, 11:09 AM
                                            Reply
                                              • Sunil Shah
                                                $NOK said it won a court injunction that would prevent rival HTC Corp from using microphone components made by STMicroelectronics NV in HTC
                                                Apr 22, 2:22 PM
                                                Reply (16)
                                              • View all 16 replies
                                                • Pimust: Yeah, let's get back to it at that point.
                                                  Apr 23, 9:07 AM
                                                • nohope: Longs getting excited on Lumnia 928 with Verizon ?
                                                  Apr 23, 9:41 AM
                                                  • Sunil Shah
                                                    $NOK qtr irrelevant to next year's earnings. platform set for recovery. conservative guidance for Lumia sales next qtr. NSN seasonal. BUY
                                                    Apr 18, 10:01 AM
                                                    Reply (6)
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                                                    • Dev2013: What is the upside of $NOK, it has fallen 12% today already
                                                      Apr 18, 12:06 PM
                                                    • Dev2013: is Market reacting more -vely for $NOK , I thought their Lumia sales were up
                                                      Apr 18, 1:53 PM
                                                      • Sunil Shah
                                                        $AAPL loses $20bn market cap today. IF $NOK gains $10bn, nokia's share price doubles...now do you see??
                                                        Apr 17, 1:33 PM
                                                        Reply (4)
                                                      • View all 4 replies
                                                        • techwonk: Or $CHL goes to $56 up 10% ?
                                                          Apr 17, 7:28 PM
                                                        • hkng: So the crazy brokers set 104 dollars target price is possible if Nokia take over Apple 20% market share in smartphone market.
                                                          Apr 17, 9:32 PM
                                                          • Sunil Shah
                                                            Can $NOK earn 1 Euro per share in 2014? Absolutely! http://seekingalpha.com/a/sv4n
                                                            Apr 17, 8:39 AM
                                                            Reply (3)
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                                                            • hkng: Lumia has to sell 30mil set per quarter to meet your target. Let's see how thing go. Market is tired with IOS and Iphone.
                                                              Apr 17, 10:29 AM
                                                            • hkng: Hopefully they will be bored with Samsung and Android
                                                              Apr 17, 10:29 AM
                                                              • Sunil Shah
                                                                Can Nokia earn 1 Euro Per Share in 2014? http://seekingalpha.com/a/sv4n
                                                                Apr 17, 8:31 AM
                                                                Reply
                                                                  • Sunil Shah
                                                                    $WDC PC slackness already factored into earnings. Non-compute and enterprise segments are 50% of sales. Cloud drives showing robust growth.
                                                                    Apr 11, 11:26 AM
                                                                    Reply
                                                                      • Sunil Shah
                                                                        $NOK The Lumia 520 could be the hottest smartphone in emerging markets. Reviews have just WOWED critics at the price point $NOK SUPPLY 'EM!
                                                                        Apr 10, 11:29 AM
                                                                        Reply (2)
                                                                        • Seppo2: I agree, L520 will be a big think for Nokia
                                                                          Apr 10, 11:31 AM
                                                                        • Seppo2: And MSFT
                                                                          Apr 10, 11:31 AM
                                                                          • Sunil Shah
                                                                            $NOK My model shows $NOK earning about 1Euro a share if they take 10% smartphone global market share in 2014 at a 10% operating margin.BUY!
                                                                            Apr 10, 11:11 AM
                                                                            Reply (4)
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                                                                            • alphaRAJU: Go Nokia! Love it. Long NOK, MSFT
                                                                              Apr 10, 11:33 AM
                                                                            • Sunil Shah: Hey Seppo I will, after the next earnings announcement. If they can supply the Lumia phones in quantity without compromising margin - WOW!
                                                                              Apr 10, 11:37 AM
                                                                              • Sunil Shah
                                                                                $WDC still on Price/Cashflow of 7X whereas $DELL bid on 10X. And HDD's have a far rosier outlook versus PC's. Next MBO? Very likely!
                                                                                Apr 10, 10:48 AM
                                                                                Reply (1)
                                                                                • Sunil Shah: Silver Lake are you listening? Second chance to make big bucks for you
                                                                                  Apr 10, 11:02 AM