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- Is Terex Headed for Extinction?
- Sunil Shah submits: On Terex's TEX 3Q 2008 earnings conference call Friday, management prefaced their comments with the statement, “These are unusual times…Terex is prepared for the current environment and is managing with a focus on cash.” Spot on guys. These are unusual times indeed, with dislocations in valuations...
- External links 2008-10-27
- Salesforce Likely To Be Below $15 By Year's End
- Sunil Shah submits: In customary style and panache, Salesforce.com’s CRM founder, Marc Benioff, evangelised the virtues of the new alliance with Facebook. “A paradigm shift in the way consumers and commerce will interact in the future.” 'Paradigm shifts' have one nasty drawback: the shifter usually...
- External links 2008-11-06
- Terex Should Buy Back Its Shares in Place of Fantuzzi
- Sunil Shah submits: The juncture we find ourselves at can be simply summarized as highly anxious credit and stock markets with uncertain but anemic economic growth forecasts. Though the carnage in equity markets may well be indiscriminate and savage, Terex TEX is down a massive 80% this year,...
- External links 2008-11-24
- Four Questions for the Seagate Board
- Sunil Shah submits: Subject: Severance Pay for Mr. Watkins. by Sunil Shah
- External links 2009-02-10
- Salesforce.com: Great Company, Exorbitant Valuation
- Sunil Shah submits: By any measure Salesforce.com's CRM fourth quarter was an exceptional performance in the savage economic environment companies face today. Revenue grew by 34% yoy, earnings almost doubled, and cash flow rose impressively. There were also substantial new contract wins; gains from upstaging the giants (Oracle ORCL...
- External links 2009-02-26
- Salesforce.com: Absurdly Overvalued
- Sunil Shah submits: OK confession: I have a personal hate. Well, personal in the sense of the absurdity of Salesforce.com's CRM valuation. No company in this environment should trade at a trailing PE of 99, however immense the prospective market. Even after taking their deferred revenue cash, cashflow/share...
- External links 2009-11-05
Additional Resources
- Salesforce.com: Demystifying the Force
- Sunil Shah submits: When one listens to the upbeat tone of Salesforce.com’s CRM management on the Q2 conference call, one is surely bewildered by the street's reaction - a 15% haircut. After all, the company made their revenue and EPS numbers- what’s the fuss about? Well...
- External links 2008-09-04
- Northwestern society for coatings technology, 32nd annual technical symposium. (Meeting Update).
- March 11, 2003 Jax Cafe Minneapolis, MN 9:30 a.m. Registration 10:00 a.m. Introduction/Welcome--Sunil Shah 10:15 a.m. "Theoretical and Experimental Visualization Research"--2002 Roon Award Winner L. E. Scriven, University of Minnesota ...
- Research articles 2003-02-01
- LDK Solar Co. Ltd. Q1 2009 Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instructions Your first question comes from Vishal Shah - Barclays Capital. Vishal Shah - Barclays Capital Jack, I was hoping if you can help us understand the gross margin performance in the quarter. You took some additional write-down; I would have imagined that would have...
- Earnings calls 2009-05-21
- United Microelectronics Corp. Q4 2005 Earnings Conference Call Transcript (UMC)
- Earnings Call Excerpt United Microelectronics Corp. UMC Q4 2005 Earnings Conference Call February 14th 2006, 8:00 AM. Executives: Mr. Jackson Hu, Chairman and Chief Executive Officer Mr. Peter Chang, Vice Chairman, Managing Director Mr. Hong-Jen Wu, President, Vice Chairman of UMC Japan...
- Earnings calls 2006-02-15
- Taiwan Semiconductor Q4 2005 Earnings Conference Call Transcript (TSM)
- Earnings Call Excerpt Taiwan Semiconductor TSMC TSM Q4 2005 Earnings Conference Call January 26th 2006, 8:00 AM. Executives: Elizabeth Sun, Head of Investor Relations Lora Ho, Vice President, Chief Financial Officer Rick Tsai, Chief Executive Officer, President Analysts: Bhavin Shah,...
- Earnings calls 2006-01-27
- Linear Technology F2Q06 (Qtr Ending Jan 1, 2006) Earnings Release Conference Call Transcript (LLTC)
- Earnings Call Excerpt Linear Technology Corporation LLTC Q2 2006 Earnings Conference Call January 18th 2006, 11.30 A.M Executives: Paul Coghlan, Chief Financial Officer, Principal Accounting Officer and Vice President of Finance David B. Bell, President Lothar Maier, Chief Executive Officer Analysts:...
- Earnings calls 2006-01-19
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