Raj Sargule's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/202658/comments http://seekingalpha.com/article/152940/comments?source=feed#comment-610463 610463 Fri, 31 Jul 2009 23:07:00 -0400 http://seekingalpha.com/news/market_currents/post/18367?source=feed#comment-400713 400713 Mon, 23 Feb 2009 19:48:03 -0500 http://seekingalpha.com/article/103518/comments?source=feed#comment-296756 296756
SAAS providers could offer provide services that compensate for notebooks limited features.
Imagine having all the data in a cloud, accessible from these notebooks, which would be used to save temporary data only.
No more risking losing data through notebook thefts. As more data goes into the cloud, there will be newer security needs. Good news for security vendors!
]]> Sun, 02 Nov 2008 21:56:01 -0500
SAAS providers could offer provide services that compensate for notebooks limited features.
Imagine having all the data in a cloud, accessible from these notebooks, which would be used to save temporary data only.
No more risking losing data through notebook thefts. As more data goes into the cloud, there will be newer security needs. Good news for security vendors!
]]> http://seekingalpha.com/article/95327/comments?source=feed#comment-254167 254167 As per Forrester's report
www.forrester.com/ER/P...
IT Spending is on the rise. Even if it was flat, security spending seems to continue to grow as companies are getting more aware of security as a separate practice. Companies have started view security more from a strategic level than just a tactical measure. (evident from interest at the board/executive level). And they are realizing the long term reputation and financial consequences from a security breach. Look at some of the recent data breaches. TJMaxx - with over 40Million records stolen, and the weaknesses in IT security at Soc Gen that were apparently exploited in its £3.9bn trading fraud!]]> Sun, 14 Sep 2008 13:38:34 -0400 As per Forrester's report
www.forrester.com/ER/P...
IT Spending is on the rise. Even if it was flat, security spending seems to continue to grow as companies are getting more aware of security as a separate practice. Companies have started view security more from a strategic level than just a tactical measure. (evident from interest at the board/executive level). And they are realizing the long term reputation and financial consequences from a security breach. Look at some of the recent data breaches. TJMaxx - with over 40Million records stolen, and the weaknesses in IT security at Soc Gen that were apparently exploited in its £3.9bn trading fraud!]]> http://seekingalpha.com/article/90043/comments?source=feed#comment-229053 229053 Tue, 12 Aug 2008 22:12:35 -0400 http://seekingalpha.com/article/90036/comments?source=feed#comment-229038 229038 If its true that an IPO is normally priced at about 10-15% discount to cover some downside for initial investors, then given the $12.5 final price, it should have closed atleast at 12.5.
The current market/economic situation could have contributed to its lower than expected closing. But shouldn't that have been considered while deciding the final price?
Seems like its almost impossible for anyone to feel the market pulse.
]]> Tue, 12 Aug 2008 21:41:57 -0400 If its true that an IPO is normally priced at about 10-15% discount to cover some downside for initial investors, then given the $12.5 final price, it should have closed atleast at 12.5.
The current market/economic situation could have contributed to its lower than expected closing. But shouldn't that have been considered while deciding the final price?
Seems like its almost impossible for anyone to feel the market pulse.
]]> http://seekingalpha.com/article/87688/comments?source=feed#comment-218521 218521 ]]> Wed, 30 Jul 2008 12:49:20 -0400 ]]> http://seekingalpha.com/article/84377/comments?source=feed#comment-202081 202081 - Not want Yahoo to go away.
- Not want Yahoo to go to Microsoft.
- Not like being threatened by outsider.
- Not feel Yahoo is rightly valued
- Feel Yahoo could go above $35 as a standalone entity.

However, from a shareholder’s profit maximizing view, all the above may seem irrational, emotional, somewhat egotistical. No doubt, Yahoo’s presentation to SEC was well done. Unfortunately, at the end of the day, the majority shareholder calls the shots.

Takeover defenses may make it extremely difficult to raid, but a right premium can change everything.
]]> Thu, 10 Jul 2008 08:40:00 -0400 - Not want Yahoo to go away.
- Not want Yahoo to go to Microsoft.
- Not like being threatened by outsider.
- Not feel Yahoo is rightly valued
- Feel Yahoo could go above $35 as a standalone entity.

However, from a shareholder’s profit maximizing view, all the above may seem irrational, emotional, somewhat egotistical. No doubt, Yahoo’s presentation to SEC was well done. Unfortunately, at the end of the day, the majority shareholder calls the shots.

Takeover defenses may make it extremely difficult to raid, but a right premium can change everything.
]]> http://seekingalpha.com/article/82887/comments?source=feed#comment-196135 196135
Seems to me like a desperate attempt to regain ground after its blotched merger deal with Microsoft. If this realignment seems so promising to Yahoo, they should have done it earlier. Guess they were either hoping that their merger with Microsoft would go through, and must have decided to use this as leverage during negotiations, or they were not so sure that this strategy would give them a higher value than Microsoft’s $31 a share bid.

Starting a cloud computing group at a stage when other established players are much into the game seems like an uphill task.

Looks like they have no other option now but to execute this strategy regardless of its outcome. The only thing that they have on their side is their long standing Internet presence and their brand if it could help them turnaround their situation.
]]> Mon, 30 Jun 2008 16:02:25 -0400
Seems to me like a desperate attempt to regain ground after its blotched merger deal with Microsoft. If this realignment seems so promising to Yahoo, they should have done it earlier. Guess they were either hoping that their merger with Microsoft would go through, and must have decided to use this as leverage during negotiations, or they were not so sure that this strategy would give them a higher value than Microsoft’s $31 a share bid.

Starting a cloud computing group at a stage when other established players are much into the game seems like an uphill task.

Looks like they have no other option now but to execute this strategy regardless of its outcome. The only thing that they have on their side is their long standing Internet presence and their brand if it could help them turnaround their situation.
]]> http://seekingalpha.com/article/82032/comments?source=feed#comment-188787 188787 Thu, 19 Jun 2008 20:24:14 -0400 http://seekingalpha.com/article/82009/comments?source=feed#comment-188775 188775 A million new members per month does not necessarily translate to a high revenue increase rate. Wonder what is the VC's exit strategy. ]]> Thu, 19 Jun 2008 19:42:23 -0400 A million new members per month does not necessarily translate to a high revenue increase rate. Wonder what is the VC's exit strategy. ]]> http://seekingalpha.com/article/79340/comments?source=feed#comment-177061 177061 Fri, 30 May 2008 19:52:46 -0400