Sramana's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/51108/comments http://seekingalpha.com/article/128552-slices-of-a-new-journalism-pie?source=feed#comment-445791 445791 www.sramanamitra.com/2.../]]> Mon, 30 Mar 2009 20:15:45 -0400 www.sramanamitra.com/2.../]]> http://seekingalpha.com/article/109711-eda-bring-costello-back?source=feed#comment-351398 351398 Fri, 09 Jan 2009 22:09:44 -0500 http://seekingalpha.com/article/114015-cadence-names-new-ceo?source=feed#comment-351374 351374
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]]> http://seekingalpha.com/article/97994-amazon-will-it-kindle-vertical-integration?source=feed#comment-270827 270827 Wed, 01 Oct 2008 16:54:51 -0400 http://seekingalpha.com/article/97994-amazon-will-it-kindle-vertical-integration?source=feed#comment-270818 270818
Kozak, Yes, there is a lot of truth to you observation that traditional book readers are a declining segment. However, notice the "segmentation" of the above post. I think, if you look at specific segments, there are exceptions. And, Amazon, being a great merchandiser, understands segmentation very well.

]]> Wed, 01 Oct 2008 16:53:22 -0400
Kozak, Yes, there is a lot of truth to you observation that traditional book readers are a declining segment. However, notice the "segmentation" of the above post. I think, if you look at specific segments, there are exceptions. And, Amazon, being a great merchandiser, understands segmentation very well.

]]> http://seekingalpha.com/article/69667-mercadolibre-rules-of-the-game?source=feed#comment-130950 130950
I cover about a hundred stocks, and since I came to know about them, it has become one that I cover, so pretty much every quarter, you will see me covering them, like I do the rest.

I wrote the Forbes piece because my Forbes editor requested that story. Because a good success story from Latin America is a rare thing.

Also, I said, clearly, that their stock price is more realistic in the $30-$40 range, not $80.

Finally, take a look at Cadence, a client of mine with whom I have had about 20 times the billing of MELI. I recommended that people not only NOT invest in the company, that they not invest in EDA, a segment that I think has serious structural problems.

You see, I write (with depth and insight) about what I know about. And the reason I know about things is because I do consulting.

I have no agenda vis a vis MercadoLibre or any other company, and if you read through my volume of contributions over the last year on SA, you'll see, that they offer considerably more depth than your unreasonable personal attacks withour appropriate research.

Sincerely,
Sramana

]]> Mon, 24 Mar 2008 23:43:21 -0400
I cover about a hundred stocks, and since I came to know about them, it has become one that I cover, so pretty much every quarter, you will see me covering them, like I do the rest.

I wrote the Forbes piece because my Forbes editor requested that story. Because a good success story from Latin America is a rare thing.

Also, I said, clearly, that their stock price is more realistic in the $30-$40 range, not $80.

Finally, take a look at Cadence, a client of mine with whom I have had about 20 times the billing of MELI. I recommended that people not only NOT invest in the company, that they not invest in EDA, a segment that I think has serious structural problems.

You see, I write (with depth and insight) about what I know about. And the reason I know about things is because I do consulting.

I have no agenda vis a vis MercadoLibre or any other company, and if you read through my volume of contributions over the last year on SA, you'll see, that they offer considerably more depth than your unreasonable personal attacks withour appropriate research.

Sincerely,
Sramana

]]> http://seekingalpha.com/article/61429-apple-needs-to-execute-no-longer-innovate?source=feed#comment-112647 112647
There is innovation. And then there is Innovation. Of course, Apple will continue to innovate within the categories they are already in. What I am saying is that they should focus within those categories, and not worry about that "another thing" that the market expects from them every year at MacWorld.

Steve Jobs likes to be a rock star. But at this point, he needs to be more of a businessman than a rockstar.

I have to say, you guys and your comments assume that I am naive or something!]]> Thu, 24 Jan 2008 13:43:06 -0500
There is innovation. And then there is Innovation. Of course, Apple will continue to innovate within the categories they are already in. What I am saying is that they should focus within those categories, and not worry about that "another thing" that the market expects from them every year at MacWorld.

Steve Jobs likes to be a rock star. But at this point, he needs to be more of a businessman than a rockstar.

I have to say, you guys and your comments assume that I am naive or something!]]> http://seekingalpha.com/article/58473-synopsys-looks-healthy-but?source=feed#comment-107881 107881 Wed, 02 Jan 2008 15:59:45 -0500 http://seekingalpha.com/article/49930-hewlett-packard-s-stunning-turnaround?source=feed#comment-98997 98997 Wed, 17 Oct 2007 15:45:33 -0400 http://seekingalpha.com/article/49445-seagate-rides-the-digital-content-wave?source=feed#comment-98525 98525
All the storage guys have enterprise, data center and consumer businesses. We will see some remote storage, but also plenty of on-site storage. That set-top-box which will hold your downloaded video-on-demand needs to be on-site storage, remember?

More here: sramanamitra.com/2007/.../

Sramana]]> Fri, 12 Oct 2007 15:54:11 -0400
All the storage guys have enterprise, data center and consumer businesses. We will see some remote storage, but also plenty of on-site storage. That set-top-box which will hold your downloaded video-on-demand needs to be on-site storage, remember?

More here: sramanamitra.com/2007/.../

Sramana]]> http://seekingalpha.com/article/48790-akamai-shares-rise-on-strong-mlb-com-traffic?source=feed#comment-97587 97587
This is just one example of an use case that serves Akamai well.
I think, Akamai is an excellent company with great growth still ahead. The overall market is growing, online video is booming, and Akamai is the leader in its space.
sramanamitra.com/2007/.../

Sramana]]> Wed, 03 Oct 2007 14:16:10 -0400
This is just one example of an use case that serves Akamai well.
I think, Akamai is an excellent company with great growth still ahead. The overall market is growing, online video is booming, and Akamai is the leader in its space.
sramanamitra.com/2007/.../

Sramana]]> http://seekingalpha.com/article/48765-are-analysts-misleading-investors-on-qualcomm?source=feed#comment-97487 97487
Why don't you click on the links, and read the rest of the analysis?
There are 2 reasons cited, not one. The first, in fact, is that Qualcomm's privileged position in the chip business is NOT due its chip business, but due to QTL. If the royalties are not as easy to come, then the stock would not be valued as high. It would become a normal semiconductor company.

The second reason is that it cannot win by fighting with Nokia in the emerging markets, since Nokia is the #1 player.

The fact is, Qualcomm IS fighting with Nokia.

Sramana]]> Tue, 02 Oct 2007 20:10:09 -0400
Why don't you click on the links, and read the rest of the analysis?
There are 2 reasons cited, not one. The first, in fact, is that Qualcomm's privileged position in the chip business is NOT due its chip business, but due to QTL. If the royalties are not as easy to come, then the stock would not be valued as high. It would become a normal semiconductor company.

The second reason is that it cannot win by fighting with Nokia in the emerging markets, since Nokia is the #1 player.

The fact is, Qualcomm IS fighting with Nokia.

Sramana]]> http://seekingalpha.com/article/43265-local-search-bonanza-stirs-patent-investigation?source=feed#comment-92710 92710 Thu, 02 Aug 2007 15:47:09 -0400 http://seekingalpha.com/article/43133-murdoch-gets-dow-jones-now-what?source=feed#comment-92649 92649
CNN Money has the CPM numbers in the 100-150$ range. I don't think Cramer has a good Ad Sales force, hence doesn't get the CPM numbers. But WSJ certainly does. And they have the brand. Cramer's brand is not as big as WSJ. In fact, if WSJ puts together a network like this, Cramer should just join it. I think, actually, he very much wants to.

In terms of traffic, CNN Money has 145M page views a month, and WSJ+Marketwatch also is in the same range. Remember, WSJ is not free. But the blog network would be free.

Finally, the International business / finance traffic will go up significantly over the next decade.

In summary, I think, perhaps only 2-3 players are capable of pulling this plan off, and WSJ and CNNMoney
are amongst them.

Sramana]]> Wed, 01 Aug 2007 22:43:51 -0400
CNN Money has the CPM numbers in the 100-150$ range. I don't think Cramer has a good Ad Sales force, hence doesn't get the CPM numbers. But WSJ certainly does. And they have the brand. Cramer's brand is not as big as WSJ. In fact, if WSJ puts together a network like this, Cramer should just join it. I think, actually, he very much wants to.

In terms of traffic, CNN Money has 145M page views a month, and WSJ+Marketwatch also is in the same range. Remember, WSJ is not free. But the blog network would be free.

Finally, the International business / finance traffic will go up significantly over the next decade.

In summary, I think, perhaps only 2-3 players are capable of pulling this plan off, and WSJ and CNNMoney
are amongst them.

Sramana]]>