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  • More Woes For Intel: Chip, Chip, Chipping Away At Chipzilla [View article]
    Bruce QCOM GM 60% AMD 3% of server chips.
    Thanks
    Anchor
    Mar 25, 2015. 09:51 AM | 2 Likes Like |Link to Comment
  • Awilco Drilling - Best Of A Bad Bunch? [View article]
    Sid, great idea.
    Anchor
    Mar 24, 2015. 07:22 PM | Likes Like |Link to Comment
  • Intel And Micron: Stock Prices Are In The Doldrums For Good Reason [View article]
    nemesis, I have a 6-pack bet with Russ Fischer that Intel will be below $50 on Dec 31, and I will be glad to extend that bet to you at $45. On Dec 31, 2015 INTC will be less than $45. So do we have a bet?
    Thanks for commenting,
    Anchor
    Mar 24, 2015. 07:21 PM | 1 Like Like |Link to Comment
  • BlackBerry: Even The Bulls Are Giving Up On Hardware [View article]
    Mark, how does a company who is cash-flow positive and with 2.8B in cash and securities on the BS run out of money in a year? That makes no sense.
    Mar 24, 2015. 07:00 PM | 2 Likes Like |Link to Comment
  • Dex Media Fourth Quarter 2014: Red Flags Everywhere [View article]
    Beta, not sure digital is higher margin doesn't sound like it in the Q3 CC:
    "Certainly there is a mix shift that’s going on between print and digital and causing some margin compression as we’ve talked about in the past."
    Printing a directory for say 2 bucks and getting $13 revenue out of it is very high margin stuff.
    Thanks for commenting,
    Anchor
    Mar 20, 2015. 06:28 PM | Likes Like |Link to Comment
  • Intel And Micron: Stock Prices Are In The Doldrums For Good Reason [View article]
    jjim, LOL. I think in honor of SA Contributor Paulo Santos we should quaff a few Palo Santo Marron.
    Thanks for commenting,
    Anchor
    Mar 20, 2015. 05:25 PM | Likes Like |Link to Comment
  • Intel And Micron: Stock Prices Are In The Doldrums For Good Reason [View article]
    prop, it is not that I don't like MU I do esp. compared to INTC. In fact it may be a buy here. My point is you can wait a couple of quarters b4 you decide because nothing much is going to happen except maybe a market correction.
    Thanks for commenting,
    Anchor
    Mar 20, 2015. 05:18 PM | Likes Like |Link to Comment
  • Intel And Micron: Stock Prices Are In The Doldrums For Good Reason [View article]
    Abby, good point.
    Thanks for commenting,
    Anchor
    Mar 20, 2015. 05:15 PM | Likes Like |Link to Comment
  • Intel And Micron: Stock Prices Are In The Doldrums For Good Reason [View article]
    intel, you may be right but why then would Intel have MU produce the 3d NAND?
    Thanks for commenting,
    Anchor
    Mar 20, 2015. 05:13 PM | Likes Like |Link to Comment
  • Intel And Micron: Stock Prices Are In The Doldrums For Good Reason [View article]
    alan thanks.
    Anchor
    Mar 19, 2015. 05:34 PM | Likes Like |Link to Comment
  • Intel And Micron: Stock Prices Are In The Doldrums For Good Reason [View article]
    ss4, thanks.
    Anchor
    Mar 19, 2015. 05:33 PM | Likes Like |Link to Comment
  • Intel And Micron: Stock Prices Are In The Doldrums For Good Reason [View article]
    user, right on the money.
    Thanks for commenting,
    Anchor
    Mar 19, 2015. 05:32 PM | 1 Like Like |Link to Comment
  • Intel And Micron: Stock Prices Are In The Doldrums For Good Reason [View article]
    pj agreed if you are in at 19 I would hold. I am addressing those who are trying to decide like myself.
    Thanks for commenting,
    Anchor
    Mar 19, 2015. 05:32 PM | Likes Like |Link to Comment
  • Intel And Micron: Stock Prices Are In The Doldrums For Good Reason [View article]
    kg, yes you are right on fiscal year but MU was consistent in saying " 2nd half of the calendar year".
    Thanks for commenting,
    Anchor
    Mar 19, 2015. 05:30 PM | 1 Like Like |Link to Comment
  • Intel And Micron: Stock Prices Are In The Doldrums For Good Reason [View article]
    Bob, thanks.
    Anchor
    Mar 19, 2015. 05:29 PM | Likes Like |Link to Comment
COMMENTS STATS
259 Comments
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