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Andreas Hopf

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  • Momentum stocks have their worst day yet [View news story]
    Very good. Particularly DDD, that house of cards, will see $30 much sooner than I hoped for, upon which it can become a buy.
    Apr 10 05:41 PM | Likes Like |Link to Comment
  • BlackBerry OS Is Becoming A Liability [View article]
    While the deep under water backslappers try cheering each other up, their beloved squander wonder falls apart at the seams with every new day.
    Apr 10 07:19 AM | 3 Likes Like |Link to Comment
  • Evolucia Is Set To Become The World's Leading LED Technology [View instapost]
    No need to study studies. I know many people in the lighting industry, I attend the fairs and conferences, yet nobody ever heard of them.
    Apr 9 07:43 PM | Likes Like |Link to Comment
  • Alcatel-Lucent Upgraded To BUY, 39% Upside Potential [View article]
    Don't fall for ex-employee or ex-contractor bias. ALU has, since one year, a great CEO/CFO combination doing the right things. Huawei is a competitor to all ALU, ERIC and NOK.
    Apr 8 05:47 PM | 1 Like Like |Link to Comment
  • Evolucia Is Set To Become The World's Leading LED Technology [View instapost]
    I was at Light + Building in Frankfurt last week, to discuss things with Citizen, Nichia, et al. From the start, I knew this was a failing business with zero technologic advantage.
    Apr 8 05:41 PM | Likes Like |Link to Comment
  • Advanced Micro Devices' Biggest Catalyst For 2014 Is The 'Little' Chip [View article]
    As long as AMD does not go into hiding, too, that'll do!
    Apr 7 08:54 PM | 2 Likes Like |Link to Comment
  • Advanced Micro Devices' Biggest Catalyst For 2014 Is The 'Little' Chip [View article]
    Yet another insightful JJ article on AMD. Too bad they are not as frequently forthcoming as they did last year. In any case, I will accumulate AMD which is being sucked into the bubble stock crash by the short term profit seekers.
    Apr 7 07:15 PM | 2 Likes Like |Link to Comment
  • 3D printing stocks hit hard as momentum rout continues [View news story]
    Nice. Within the year, we will likely see proper valuations. Much room to fall still.
    Apr 7 01:12 PM | 2 Likes Like |Link to Comment
  • Alcatel-Lucent Upgraded To BUY, 39% Upside Potential [View article]
    Only around 20% of ALU's workforce is in France these days. It's 2014. Michel Combes CEO'ed Vodafone. Jean Raby was a Goldman Sachs partner. No communist, stalinist, activist in sight, as far as the eye can see.
    Apr 6 04:06 PM | 3 Likes Like |Link to Comment
  • Alcatel-Lucent Upgraded To BUY, 39% Upside Potential [View article]
    After the crash, I hope to find cash, to accumulate more.
    Apr 6 03:35 AM | Likes Like |Link to Comment
  • Hewlett-Packard: Stronger Tablet And Phablet Sales Predicted, Price Target Hiked To $36 [View article]
    "HPQ can also hire Nokia to design and manufacture Windows 8 phones that are more professional looking than candy-colored Lumias."

    No need. Buy any Lumia in White, Black and some in Grey and Silver. Besides, colour was the best thing Marko Ahtisaari brought back when designing the Lumia range. I can easily spot fellow users when commuting, on airports or at conferences; most seem to opt for a coloured variant.
    Apr 5 06:20 PM | 1 Like Like |Link to Comment
  • 3D Systems Is Getting Stronger [View article]
    In 1995(!) the first "all ceramic teeth bridge" was invented at ETH Zurich based on a process that enabled the direct machining of ceramic teeth and bridges. Since then the process and the materials were tested and introduced in the market as CERCON® - Smart Ceramics. See http://bit.ly/1dWgzH6 and realise: that market is firmly cornered, particularly since the big Chinese dental "3D printing" firms have moved in several years ago.

    This wine is so old that even in new skins it is a pass.
    Apr 3 06:48 PM | 1 Like Like |Link to Comment
  • 3D Systems Is Getting Stronger [View article]
    I was not even looking at DDD last year, I was busy making money with Arcam AB for a short while, which is, apart from Stratasys, the only properly run additive fabrication equipment provider that I would consider buying at a later stage, once the hype has been flushed out. As I mentioned last year, when DDD began to print even more shares and indulge its loose-cannon style takover approach, I think it eventually collapses under its own fat or makes for a takeover target, once its SP has collapsed.

    All additive fabrication stocks are so far into momo-stock desert, that even HERE and Google maps combined won't show the way to the next oasis.
    Apr 3 06:44 PM | 1 Like Like |Link to Comment
  • Analysts Hate BlackBerry, Which Is Exactly Why You Should Buy [View article]
    You are indeed. Good night.
    Apr 3 04:31 PM | 3 Likes Like |Link to Comment
  • 3D Systems Is Getting Stronger [View article]
    Many dentists are more clever than you: They have, since many years, the 3D work outsourced to local suppliers who produce, in turn, at rock-bottom prices in China, with quality control mechanisms in place. That way, the dental practice does not have to bother buying fickle machinery, training to operate it, order and store material supplies - and can still guarantee patients a perfect fit… at an enticing price.

    The same goes for hearing aids and prosthetics, the other two well-known markets for additive fabrication that are now sold to gullible investors as new wine in old skins. No wonder DDD et al. keep tottering towards realistic valuations, since many large investors realised months ago that no more retail investors and smaller funds can be enlisted as willing buyers to keep the SP up at December levels.
    Apr 3 04:22 PM | 1 Like Like |Link to Comment
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