Soid Ahmad

Amazon's retailing business is expected to grow because of the growth of the online retail industry. However, the business model of Amazon attracts a slender net-margin. This fact, coupled with the intensifying competition in the industry, indicates that the investor is placing a very high value on Amazon's stock, which cannot be sustained in the short -term.

Google has announced the Android one initiative for the emerging markets. The result would be low-cost phones loaded with the latest Android. All in all, Google is set to lead the smartphone growth of the emerging markets.

Amazon recently released a smart-phone. The phone replicates the features of the last year's high-end smartphones. Despite lagging behind the current generation of high-end phones, the fire phone does not offer any price benefit for the consumer. The market is stuffed with competition making fire phone's success chances, a remote possibility.

SolarCity's acquisition of Silevo seems to resolve some problems in the long term, but the short-term concerns regarding the price and the efficiency of the solar panels are a question mark on the near-future performance of SolarCity.

Acquisition of Fusion-io puts SanDisk in a dominant position in the flash storage industry, thanks to the potential reduction in costs and improved performance as a result of this acquisition.

Intel raised its revenue guidance, which boosted share prices. However, PC shipments are not expected to grow, but rather they will remain flat, due to growth prospects of convertibles. The company's bottom line will, therefore, remain unaffected.