Anu Menon

Does Vonage Have a Future?

..customers will fret -provided all customers are in equity research.... what % of vonage customers know about the patent.. ughhhh....come on... !!

Investing in China's Booming Automobile Sector: Japanese Cars a No Go

Good article on the sentiment against Japo cars - understand about the China Japan war syndrome. But reality might be that the Chinese would never forgive Japan even if they kneel down and apologize for the sins of their ancestors - its the shame of having lost the war that makes the whole thing so touchy feely. Similar is the case with India - I expect the Chinese to start embracing Japanese auto's only when the Indians embrace Chinece telco equipment(which probably will never happen either). India is sore since China attacked India when peace negotiations were going on (1960's) and they were caught totally unprepared. In India, the Chinese are talked of as 'evil' and blatent 'cheaters' ... so its a problem with the whole continent. Everyone is sore at someone else for having done something in the past... ah when will people learn how to move on in life.

Wireless Chip Inventory Glut Spreads Beyond National Semi to Xilinx and Broadcom

i guess at the end of the day everyone knows there's inventory out there.. the question really is, which stocks will go up/down.. any ideas??

Roger Nusbaum's Market Crash Shelter

"I also think some "in their own world" countries might do well too like Turkey, Russia, China, India, and Iceland."

Great article.. Its interesting that you've mentioned China & India as 'in their world' ..don't these countries depend(especially china) on US export, IT trade etc and US VC/PE investments?

Expect Slowing Profit Growth at HP

long sun and short HP for the next 3 years is my trade strategy...zero mkt exposure and pure alpha!

RadiSys: "Dramatically Undervalued" "Fortress Balance Sheet" -- Nierenberg

rsys has cool technology.. however, i dont see order growth ... when that'll happen is a mystery.. when the stock takes off, it really will... but the orders need to start flowing in for this to be a good investment.. so time the SATA cycle, and you'll get a winner in this one

Anixter Interational's Much Deserved Popularity

stocks started to break... it'll be a freefall from here ...

Why Comverse is Better Priced Than Amdocs

DOX is more of an SI company now(like ACN) than ever before. They do crm+billing+oss+conten... management. This co has the potential to make it real big once the big bell's of the world go all IP! Thats why the shares are trading at all time high. In the grand scheme of things, comverse is nothing but a miniscule blip.

Anixter Interational's Much Deserved Popularity

I liked your analysis; but a quick look at the BS shows skyrocketing inventory and AR.... would this be a good short...mmm... i wonder

Sunny Outlook for MEMC Electronic as it Inks Long-Term Deal with Suntech (STP, WFR)

STP always financed suppliers to ensure silicon supply. This may have more to do with STP's strategy of positioning for the future than general silicon shortage.