Seeking Alpha by Adding Beta

January of new year is almost wrapping up and I must say what an exciting way to start new year. It started with Intel (followed by other CPU vendors) announcing security vulnerability called " Meltdown ". Combined with " Spectre ", these security vulnerabilities were reminder of another Y2K type problem which impacted almost every known computing device. The CPU vendors including Intel handled the issue relatively well by coming out with patches and system/server/equipment vendors quickly integrated these patches into their software releases. To some in high-tech world, it also presented an opportunity to upgrade antiquated equipments with newer ones creating additional business. What started as major issue for Intel at start of year became an opportunity as seen in Intel's latest quarterly results. Intel stock crossed $50 after many years. That brings me to " MeltUp ". The way markets are rising with almost 7% return in Jan month itself, we can defi...

To all my readers, I wish you a very happy new year 2018. During holidays two of my friends gave me Satya Nadella's book "Hit Refresh". Initially I was little skeptical since we read about these companies and their CEOs almost on daily basis so I was wondering what new I would learn from reading the book. I must confess that I was totally wrong. Satya has narrated his personal life, his passion about cricket and corporate life effortlessly and authentically. It's more of a story of transformation he took personally and how he applied his personal experiences to transform a company like Microsoft. Over next few years Microsoft transformation will be similar to what Apple did at start of century. This book is for everyone (not only for those who work in tech) as it does provide some simple tips about life, empathy and culture. As happens to most of us, start of new year brings new resolutions (which get forgotten by Groundhog Day). So instead of making new resolutions...