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ayacsaev

ayacsaev
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  • Why Is Qualcomm The Best-Positioned Technology Stock? [View article]
    What if this scenario emerges to be real:

    http://bit.ly/OCVH7R

    Intel's presentation on "Tablet Platforms with Next Generation Intel Atom Processors and Microsoft Windows 8" at its forthcoming Developer Forum "should give analysts and technologists a clue as to how competitive Intel's tablet platform will be against products from the ARM SoC vendors such as Qualcomm (QCOM), Nvidia (NVDA), and Texas Instruments (TXN).
    "If Intel can achieve at least price, performance, and battery life parity to the solutions from the aforementioned ARM camp, then tablets based on these chips will likely be more popular than the ARM based ones that are forced to run on Windows RT, which is incompatible with existing Windows programs."?

    How could the above scenario impact QCT performance, and hence Qualcomm's bottom line?

    Thank you.

    ayacsaev
    Aug 26, 2012. 05:50 AM | Likes Like |Link to Comment
  • 5 Reasons Why We Believe Renren Is The Most Attractive Social Media Stock [View article]
    Dear Ganaxi Capital,

    Renn has undoubtedly had a run, fuelled ,mainly by this article and a previous one speculating that the stock price might double.

    However, in this article earlier today, it is disclosed that Renn belongs to fourteen outperforming stocks hedge funds are shunning:

    http://seekingalpha.co...

    Could you provide brief analysis throwing more light on the above? It will be great to know whether more light or rebuff the above observation.

    Thanks
    ayacsaev
    Apr 18, 2012. 04:55 PM | 1 Like Like |Link to Comment
  • Guanwei Recycling Corp Could Be The Next 3 Bagger [View article]
    There has been a -242.30% change in institutional ownership over the past three months. Could you comment? Thanks
    Apr 10, 2012. 04:02 AM | Likes Like |Link to Comment
  • ChipMOS Shares Still A Double From Here - Key Questions Answered Soon [View article]
    Hi Valuable,

    cheers so much. Agree press release poorly written Listening to cc. Was put off by size of share buyback. Prompted to offload. will now have to time pullbaks. cheers
    Mar 16, 2012. 09:24 AM | 1 Like Like |Link to Comment
  • ChipMOS Shares Still A Double From Here - Key Questions Answered Soon [View article]

    ChipMOS REPORTS FOURTH QUARTER AND FULL YEAR 2011 RESULTS; COMPANY REITERATES EXPECTATION OF 10% REVENUE GROWTH FOR FY2012

    http://bit.ly/ysA748

    so where do we go from here?
    Mar 16, 2012. 06:51 AM | 1 Like Like |Link to Comment
  • Anticipated Sale Makes Imperial Sugar Whole Again [View article]
    You state: "My average $6.25 purchase price...
    "...the stock should once again rally to the $7 vicinity, providing the opportunity for a very quick and juicy 40% return."

    Hmmmm, hope you're doing your math right. Must it be inferred you made acquisitions previously at even better purchase prices?
    Mar 11, 2012. 02:10 PM | Likes Like |Link to Comment
  • Gulf Keystone Is Sitting On Billion-Barrel Onshore Oilfields [View article]
    it might be interesting to have your comment on the following article:

    http://reut.rs/rSbNjK

    cheers.
    Dec 22, 2011. 01:43 PM | 1 Like Like |Link to Comment
  • Basic Options Trading E-Book  [View instapost]
    most welcome.
    Dec 18, 2011. 11:50 PM | Likes Like |Link to Comment
  • Graham Corp.: In the Sweet Spot of the Energy Bull-Market [View article]
    An insightful article. However, as usual, not all assumptions likely to hold. The degree of certainty (uncertainty) is not modest.

    Given the author's self-professed all-round knowledge of geopolitical influences on markets, I'd rather give him the benefit of the doubt; and doubts there are ... oh, how many! For instance, must history necessarily repeat itself (cf.
    "Graham gets less Street scrutiny due to its niche size and intense cyclicality. That is why you are prone to see wild upside surprises at certain time periods.

    "Remember: from April 2008 to July 2008, a similar moment of expensive oil and intense energy capacity build-out, Graham blasted from 18 to 53 in four months.")

    The bottom line is that should half of the assumptions hold, the author's reasoning would predict the forecast trend in the price of the stock with appreciable certainty.

    Caveat emptor!
    Jan 11, 2011. 09:12 AM | 1 Like Like |Link to Comment
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