SM: Do you have a sense of where you want to go from here in terms of your career and businesses? SW: I’m in a period where I am trying to figure that out. I am in this place, business-wise and knowledge-wise, where I am on the cusp of doing something on the next level. [...]
VMware (VMW) is facing troubled times. With the recent announcement of Microsoft entering the hypervisor (virtual machine monitor) business, the management change of CEO Diane Greene getting fired and management having to revise down guidance, the stock has hit quite a turbulent patch.
I recently listed the top 5 component beneficiaries of the 3G iPhone (minus Qualcomm, which is coming). In this post, I cover how Texas Instruments (TI), STMicro (STM), and Broadcom (BRCM) benefit from the 3G iPhone. I also discuss their recent earnings reports.
SM: Much of the comparison shopping industry on the Internet is reviewing products, whereas you are reviewing the retailers. That is the big differentiation? SW: It is. ResellerRatings has always been in this weird niche. Most merchant reviews are only found on shopping engines like Shopping.com. It positions us uniquely because we do not allow opt [...]
Apple (AAPL) reported a strong Q3 yesterday that again topped analyst estimates, but its forecast missed estimates. Along with activation and other service issues for the new 3G iPhone and concerns over Steve Jobs’ health, the weak forecast has led to shares falling 11% in after-hours trading to about $149. This is the first time [...]
Yesterday, SanDisk Corporation (NASDAQ:SNDK), a leading flash storage cards supplier, reported disappointing second quarter results that yet again missed analyst estimates. Results were driven by falling NAND flash prices and oversupply despite increasing demand. There are reports that Apple might change this situation with the huge demand for 3G iPhones and its ripple effect.
I have been receiving emails from readers with many compelling ideas for the Vision India 2020 series. Particularly interesting are opportunities in Healthcare and Green Transportation. I will get to those later in the series.
SM: The site was shut down while you were negotiating the purchase? SW: It was only down for a couple of weeks, thankfully, so it was not damaged too much. There were a few articles written saying that ResellerRatings.com was gone. It was unique; I don’t know too many websites that just plain shut down.
