Fremont Realtor

http://www.sunilsethi.com
Total Rating:
0 / 0

29 Comments

    • Tue Nov 18th 15:35 PM | Rating: 0 0
      Commented on:
      Cognizant's Impressive Financials
      how much did you lose on Cognizant?
      View article »
    • Sun Nov 16th 12:01 PM | Rating: 0 0
      Commented on:
      Should Apple Consider Buying Yahoo!?
      some very interesting comments,

      if AAPL were to buy Yahoo, they could bring clarity to Yahoo's messaging , and simplify their UI, however AAPL would need a search engine preceived to be better than Google's to make it work. The big problem is that it may divert too much attention from what they currently do it's natural progression towards a mobile knowledge communicator. A small box that we uses to make telephone and data communications and which we plug into a docking station to deal our everyday business and home work.

      on buying skpye, makes no sense the margins are tough and would be cheaper to get into and more profitable to do partnership deal with Skpe or another.

      View article »
    • Sat Nov 15th 13:07 PM | Rating: 0 0
      Commented on:
      Damage Report: Nokia Blows Up Mobile Sector
      I think the iPhone is cool, but hey, I'm not a fool to piss away money, my curve does everything I need, and I'm actually thinking of ditching it and going back to a simple phone, because I don't want to be constantly reminded of something to do.

      iPhone will need to come down in price,and ATT will have to lower it's data subscription costs for me to be interested in buying the iPhone.
      View article »
    • Tue Nov 11th 12:00 PM | Rating: 0 0
      Commented on:
      Will Apple's Q1 2009 Revenue Estimates Be a Blowout?
      how does this reconcile with the 40% drop-off in iPhone production that was highlighted last week. I'm guessing Apple stuffed the Channel for the holiday season and is now scaling back expecting a drop-off after the holiday season. If we go into a recession, nothing except healthcare and tax preparers will do well.
      View article »
    • Thu Nov 6th 12:01 PM | Rating: 0 0
      Commented on:
      Another Report That Apple is Cutting iPhone Production
      the stores seem as busy as ever, but as with any new hot technology, once the tech nuts (I mean early adopters) have it, things slow down until it becomes even cheaper.
      View article »
    • Fri Oct 31st 12:21 PM | Rating: 0 0
      Commented on:
      The Political Case to Short India
      Yes Pakistan's heightened instability is bad news for India, but India has been fighting these battles, since its birth.

      India's middle class will continue to enlarge, and will drive domestic consumption more importantly these next 5 years. It's a given the Indian economy will be stronger and bigger in the future. The recent sharp weakening of the rupee against the dollar will reverse. The appeal to send money to India to simply invest in CDs is enticing right now. The big question is what the impact of real estate speculation will have on the economy, and how long it'll take the middle class to absorb all the real estate currently being held vacant by speculators.
      View article »
    • Thu Oct 30th 12:04 PM | Rating: 0 0
      Commented on:
      Is Apple More Undervalued Than Other Tech Sector Stocks?
      Excellent article! Best way to judge the value of anything is relative to the alternatives. It's how we do appraisals in the real estate industry. You've made a good point about Apple being the best priced real estate in Fremont, but do I want to buy real estate in Fremont where the schools are great but prices haven't come down much or am I better off buying it in areas like Hayward where prices have dropped 50% or more.

      If the economy continues to tank, toy purchases will decline, and AAPL will suffer from that, since it sells expensive toys. In your next article I'd like to see you write about how AAPl fared in previous downturns.

      Good Analysis. Keep it up.
      View article »
    • Wed Oct 29th 12:24 PM | Rating: 0 0
      Commented on:
      RIM Faces a Critical Month As Apple Gets Tough
      Apple will win the consumer market, because it's easy to use and remember it's an iPod with a phone. So all those iPod lovers who lover carrying around their music will love to have a single device to move to once they can afford it.

      However, the iPhone is not a business phone, and because of secuirty and management issues. RIMM is not going away, they may not grow as fast as APPl, but they will continue to grow, and until AAPL comes out with a keyboard for the iPhone they'll have a distinct advantage over the iPhone.

      When I'm searching for real estate online, it's way more efficient to use a keyboard.
      View article »
    • Tue Oct 28th 12:22 PM | Rating: 0 0
      Commented on:
      Apple Could Crush Competitors With a $99 iPhone
      Apple will follow the same strategy it did with the iPod, and eventually have a phone at each price point. I predict in one year they'll have accomplished this.
      View article »
    • Wed Oct 22nd 20:08 PM | Rating: 0 0
      Commented on:
      Research in Motion Outlook a Coin Toss - Citi
      what's deal. Why aren't they able to ship the Bold and Storm?
      View article »
    • Tue Oct 21st 11:50 AM | Rating: 0 0
      Commented on:
      Apple Valuations: Still at Risk
      AAPL Vs. RIM vs. the wannabe's.

      AAPL - every iPod user will eventually buy an iPhone. itune maintains the trade-up strategy, RIMM, has some technical lead in mail delivery, but over time, this can be emulated by the wannabes. Yes AAPL's UI can be imitated over time like windows did to MAC, but iTunes is proprietary. AAPL is safe over the long term for this.
      View article »
    • Wed Oct 8th 13:03 PM | Rating: 0 0
      Commented on:
      Dell Looks Cheap
      if your not buying at $10/sh, what about $5/day. These guys still run lean. and in a slowing market they should adjust the fastest.
      View article »
    • Mon Oct 6th 12:53 PM | Rating: 0 0
      Commented on:
      Google Phone: "Dream Phone" Might Be a Little Strong
      when are the next 10 android phones coming out. it's just a matter of time before some comes out with a version that's lighter, simpler, faster, with a longer battery life, less radiation, more memory, etcs. Yes, Apple gets it first with software, but Google isn't dumb like Motorola, Samsung, and Nokia when it comes to UI. Margins will come down on smartphones, and they'll be commodities in two years.
      View article »
    • Mon Oct 6th 12:41 PM | Rating: 0 0
      Commented on:
      iPhone Sales Drastically Surpass Q4 Consensus; Apple Reaches 10m Goal
      I'll buy when it hits at trailing PE of 15
      View article »
    • Mon Oct 6th 12:36 PM | Rating: 0 0
      Commented on:
      GE Looks Very Attractive Here
      I agree that GE needs to be broken into smaller pieces as do all all large banks.
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»