rajsekar's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/140360/comments http://seekingalpha.com/article/172729-pg-e-sued-over-smart-meters-slows-down-bakersfield-deployment?source=feed#comment-755796 755796 Wed, 11 Nov 2009 15:12:23 -0500 http://seekingalpha.com/article/171091-not-everyone-in-china-wants-to-buy-an-iphone?source=feed#comment-744243 744243 Wed, 04 Nov 2009 10:23:24 -0500 http://seekingalpha.com/article/166234-hp-s-touchsmart-sure-its-a-pc-but-it-also-makes-a-cool-tv?source=feed#comment-714944 714944 Wed, 14 Oct 2009 10:39:09 -0400 http://seekingalpha.com/article/165970-five-reasons-apples-iphone-will-succeed-in-china?source=feed#comment-714882 714882 Wed, 14 Oct 2009 09:54:01 -0400 http://seekingalpha.com/article/165904-qualcomm-a-promising-leader-in-mobile-internet?source=feed#comment-713418 713418 Mon, 12 Oct 2009 21:46:48 -0400 http://seekingalpha.com/article/165904-qualcomm-a-promising-leader-in-mobile-internet?source=feed#comment-712993 712993 Mon, 12 Oct 2009 09:58:52 -0400 http://seekingalpha.com/article/165904-qualcomm-a-promising-leader-in-mobile-internet?source=feed#comment-712970 712970
Stock Doc- QCOM's bulk revenue comes from selling CDMA processors combined with IP portfolio of CDMA technology. As everyone knows, CDMA is not as widely adopted as GSM in high growth countries like China and India. The Jacobs (father and son) have so far milked all hand set makers with their excessive CDMA royalty, but failed to push innovation within Qualcomm. The Jacobs' excesses led to hefty settlements with Broadcom and S.Korean Trade Commission. All hand set vendors have clearly drifted towards GSM because worldwide adoption of this technology is quite smooth w/o big royalties. Now QCOM's release of its own MediaFLO handset is a big gamble. How many users are going to shell out $250 to buy a dedicated mobile TV handset just to watch television? Jacobs' have got this idea completely reversed. Unfortunately MediaFLO may die prematurely, because of Jacobs' greed. The BREW platform may succeed, but we are now seeing big mobile OS battles between Windows, Android, PalmOS and Symbian, besides MacOS. Can BREW make inroads here? I am not confident. Jacobs can continue to milk Verizon until CDMA is used in US for few more years. The rest of the world would have moved to 4G using GSM technology. Steve Jobs is very clever not to fall for Jacob's arm twisting CDMA contracts and Apple may never release an iPhone on Verizon. iPhone may eventually be a GSM only device.]]> Mon, 12 Oct 2009 09:33:57 -0400
Stock Doc- QCOM's bulk revenue comes from selling CDMA processors combined with IP portfolio of CDMA technology. As everyone knows, CDMA is not as widely adopted as GSM in high growth countries like China and India. The Jacobs (father and son) have so far milked all hand set makers with their excessive CDMA royalty, but failed to push innovation within Qualcomm. The Jacobs' excesses led to hefty settlements with Broadcom and S.Korean Trade Commission. All hand set vendors have clearly drifted towards GSM because worldwide adoption of this technology is quite smooth w/o big royalties. Now QCOM's release of its own MediaFLO handset is a big gamble. How many users are going to shell out $250 to buy a dedicated mobile TV handset just to watch television? Jacobs' have got this idea completely reversed. Unfortunately MediaFLO may die prematurely, because of Jacobs' greed. The BREW platform may succeed, but we are now seeing big mobile OS battles between Windows, Android, PalmOS and Symbian, besides MacOS. Can BREW make inroads here? I am not confident. Jacobs can continue to milk Verizon until CDMA is used in US for few more years. The rest of the world would have moved to 4G using GSM technology. Steve Jobs is very clever not to fall for Jacob's arm twisting CDMA contracts and Apple may never release an iPhone on Verizon. iPhone may eventually be a GSM only device.]]> http://seekingalpha.com/article/165343-is-microsoft-s-bing-losing-its-bling?source=feed#comment-708566 708566 Thu, 08 Oct 2009 09:56:14 -0400 http://seekingalpha.com/article/165005-windows-7-launch-should-give-microsoft-a-boost?source=feed#comment-704922 704922 Tue, 06 Oct 2009 09:53:12 -0400 http://seekingalpha.com/article/164726-will-windows-7-resurrect-it-spending?source=feed#comment-703925 703925 Mon, 05 Oct 2009 13:51:12 -0400 http://seekingalpha.com/article/150241-toyota-reviews-u-s-ops-not-profitable-here?source=feed#comment-598111 598111 Wed, 22 Jul 2009 12:10:07 -0400 http://seekingalpha.com/article/147955-t-boone-pickens-epic-wind-fail?source=feed#comment-582489 582489 Fri, 10 Jul 2009 13:47:04 -0400 http://seekingalpha.com/article/148026-the-pickens-plan-where-are-we-one-year-later?source=feed#comment-582480 582480 Fri, 10 Jul 2009 13:40:58 -0400 http://seekingalpha.com/article/147464-boone-pickens-retreats-on-wind-power?source=feed#comment-579611 579611 CNG). Countries like India, China and Singapore have invested money to run fleet vehicles using CNG, while US is lagging behind on usage of CNG. Storage of natural gas is a tricky issue unlike oil. Pickens is dead wrong on his plan. I wouldn't trust anything that Pickens talks. I wish some billionaire swift boats Pickens for his Natural Gas strategy and flip-flopping. Boone's wind plan is "Gone with the Wind". So what's next up in Boone's sleeve? ]]> Wed, 08 Jul 2009 17:46:29 -0400 CNG). Countries like India, China and Singapore have invested money to run fleet vehicles using CNG, while US is lagging behind on usage of CNG. Storage of natural gas is a tricky issue unlike oil. Pickens is dead wrong on his plan. I wouldn't trust anything that Pickens talks. I wish some billionaire swift boats Pickens for his Natural Gas strategy and flip-flopping. Boone's wind plan is "Gone with the Wind". So what's next up in Boone's sleeve? ]]> http://seekingalpha.com/article/147549-pickens-worlds-biggest-wind-farm-no-longer-on-drawing-board?source=feed#comment-579600 579600 CNG). Countries like India, China and Singapore have invested money to run fleet vehicles using CNG, while US is lagging behind on usage of CNG. Storage of natural gas is a tricky issue unlike oil. Pickens is dead wrong on his plan. I wouldn't trust anything that Pickens talks. I wish some billionaire swift boats Pickens for his Natural Gas strategy and flip-flopping. Boone's wind plan is "Gone with the Wind". So what's next up in Boone's sleeve?]]> Wed, 08 Jul 2009 17:45:32 -0400 CNG). Countries like India, China and Singapore have invested money to run fleet vehicles using CNG, while US is lagging behind on usage of CNG. Storage of natural gas is a tricky issue unlike oil. Pickens is dead wrong on his plan. I wouldn't trust anything that Pickens talks. I wish some billionaire swift boats Pickens for his Natural Gas strategy and flip-flopping. Boone's wind plan is "Gone with the Wind". So what's next up in Boone's sleeve?]]> http://seekingalpha.com/article/147534-the-pickens-plan-revisited?source=feed#comment-578812 578812 CNG). Countries like India, China and Singapore have invested money to run fleet vehicles using CNG, while US is lagging behind on usage of CNG. Storage of natural gas is a tricky issue unlike oil. Pickens is dead wrong on his plan. I wouldn't trust anything that Pickens talks. I wish some billionaire swift boats Pickens for his Natural Gas strategy.]]> Wed, 08 Jul 2009 10:33:14 -0400 CNG). Countries like India, China and Singapore have invested money to run fleet vehicles using CNG, while US is lagging behind on usage of CNG. Storage of natural gas is a tricky issue unlike oil. Pickens is dead wrong on his plan. I wouldn't trust anything that Pickens talks. I wish some billionaire swift boats Pickens for his Natural Gas strategy.]]> http://seekingalpha.com/article/147083-here-s-an-unconventional-idea-sell-apple?source=feed#comment-575672 575672 Mon, 06 Jul 2009 11:40:08 -0400 http://seekingalpha.com/article/146815-tivo-court-ruling-could-mean-trouble?source=feed#comment-573357 573357 seekingalpha.com/artic.... Let's see how long can Echostar/Dish prolong this patent fight - not for long. Why can't TiVo escalate it to Supreme Court?]]> Fri, 03 Jul 2009 14:25:04 -0400 seekingalpha.com/artic.... Let's see how long can Echostar/Dish prolong this patent fight - not for long. Why can't TiVo escalate it to Supreme Court?]]> http://seekingalpha.com/article/146747-joost-sometimes-too-much-money-is-a-curse-not-a-blessing?source=feed#comment-571942 571942 Thu, 02 Jul 2009 14:31:34 -0400 http://seekingalpha.com/article/146260-cablevision-gets-go-ahead-tivo-slides?source=feed#comment-571027 571027 Thu, 02 Jul 2009 01:03:14 -0400 http://seekingalpha.com/article/144159-palm-pre-apps-are-tracking-way-behind-apple?source=feed#comment-554494 554494 Fri, 19 Jun 2009 17:45:56 -0400 http://seekingalpha.com/article/144090-sprint-failing-to-lure-new-customers-with-pre?source=feed#comment-554483 554483 Fri, 19 Jun 2009 17:36:08 -0400 http://seekingalpha.com/article/143013-boone-pickens-bp-capital-rebuilding-in-2009?source=feed#comment-547466 547466 Mon, 15 Jun 2009 14:20:31 -0400 http://seekingalpha.com/article/142627-tivo-is-still-grossly-undervalued?source=feed#comment-543421 543421 Fri, 12 Jun 2009 02:05:14 -0400 http://seekingalpha.com/article/142627-tivo-is-still-grossly-undervalued?source=feed#comment-543042 543042
1. Why didn't TiVo pursue Rupert Mudoch when he decided to use NDS DVRs instead of TiVo?
2. Why is TiVo not suing Comcast when they are currently distributing Motorola DVR with Comcast logo? Moreover TiVo is working with Comcast and a New England roll-out is already in place.
3. Why is TiVo losing customers and their rising churn-rate every quarter?
4. Can TiVo come out strongly and say that Microsoft, Moxi, MythTV, SageTV, Cisco/SA, NDS, Comcast, Motorola are infringing TiVo's patents and claim royalty?

I owned TiVo shares when they filed the first Echostar patent litigation and for last three years there have been no movement in their share price. The shares have been swinging between $10 and $4.50 since 2006. If TiVo claims that it's a game changer in the media industry, then the stock price and number of customers don't reflect that status. If you are willing to bet your dollars on Echostar ruling, then I am not buying this stock.

Look at the media business wherein big game changers like Google and Apple are battling to retain their uniqueness to customers. When touch based iPhone was introduced in July 2007, Apple fans were drooling in front of posh stores in Palo Alto and New York. The clowns paid $499 to buy an iPhone. Just two years down the road, I can walk into my favorite Walmart and buy a cheap iPhone. Apple can no longer claim any Wow with iPhone. Palm is the latest Wow in the industry. Similarly TiVo was a Wow eight years ago and they have lost the crown. It's too late to predict that TiVo can gain market share and get millions of patent infrigement dollars from other PVR vendors. Also TiVo should have been ruthless like Jacob's father-son duo (Qualcomm founders) to milk wireless carriers over CDMA patents. In the end, Broadcom beat them to death over CDMA patent infringement. Bad Karma, Jacob's.]]> Thu, 11 Jun 2009 19:12:57 -0400
1. Why didn't TiVo pursue Rupert Mudoch when he decided to use NDS DVRs instead of TiVo?
2. Why is TiVo not suing Comcast when they are currently distributing Motorola DVR with Comcast logo? Moreover TiVo is working with Comcast and a New England roll-out is already in place.
3. Why is TiVo losing customers and their rising churn-rate every quarter?
4. Can TiVo come out strongly and say that Microsoft, Moxi, MythTV, SageTV, Cisco/SA, NDS, Comcast, Motorola are infringing TiVo's patents and claim royalty?

I owned TiVo shares when they filed the first Echostar patent litigation and for last three years there have been no movement in their share price. The shares have been swinging between $10 and $4.50 since 2006. If TiVo claims that it's a game changer in the media industry, then the stock price and number of customers don't reflect that status. If you are willing to bet your dollars on Echostar ruling, then I am not buying this stock.

Look at the media business wherein big game changers like Google and Apple are battling to retain their uniqueness to customers. When touch based iPhone was introduced in July 2007, Apple fans were drooling in front of posh stores in Palo Alto and New York. The clowns paid $499 to buy an iPhone. Just two years down the road, I can walk into my favorite Walmart and buy a cheap iPhone. Apple can no longer claim any Wow with iPhone. Palm is the latest Wow in the industry. Similarly TiVo was a Wow eight years ago and they have lost the crown. It's too late to predict that TiVo can gain market share and get millions of patent infrigement dollars from other PVR vendors. Also TiVo should have been ruthless like Jacob's father-son duo (Qualcomm founders) to milk wireless carriers over CDMA patents. In the end, Broadcom beat them to death over CDMA patent infringement. Bad Karma, Jacob's.]]> http://seekingalpha.com/article/142627-tivo-is-still-grossly-undervalued?source=feed#comment-542387 542387 Thu, 11 Jun 2009 12:53:33 -0400 http://seekingalpha.com/article/142627-tivo-is-still-grossly-undervalued?source=feed#comment-542385 542385 Thu, 11 Jun 2009 12:52:41 -0400 http://seekingalpha.com/article/142627-tivo-is-still-grossly-undervalued?source=feed#comment-542374 542374 Thu, 11 Jun 2009 12:49:41 -0400 http://seekingalpha.com/article/142601-will-the-new-iphone-be-enough-to-hold-off-the-competition?source=feed#comment-542339 542339 Thu, 11 Jun 2009 12:33:36 -0400 http://seekingalpha.com/article/142627-tivo-is-still-grossly-undervalued?source=feed#comment-541964 541964 Thu, 11 Jun 2009 09:26:38 -0400