Comments on Jeff Farley's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/jeff-farley/articles http://seekingalpha.com/article/171818-while-cree-is-great-in-led-veeco-may-be-a-better-stock?source=feed#comment-791797 791797 Sat, 05 Dec 2009 13:44:24 -0500 That say, Veeco remains a good company and a valid candidate for investors willing to play the LED market card. ]]> http://seekingalpha.com/article/171818-while-cree-is-great-in-led-veeco-may-be-a-better-stock?source=feed#comment-765194 765194 Wed, 18 Nov 2009 09:05:05 -0500 ]]> http://seekingalpha.com/article/171818-while-cree-is-great-in-led-veeco-may-be-a-better-stock?source=feed#comment-761477 761477 Sun, 15 Nov 2009 22:58:58 -0500 http://seekingalpha.com/article/171818-while-cree-is-great-in-led-veeco-may-be-a-better-stock?source=feed#comment-752687 752687 Mon, 09 Nov 2009 13:58:14 -0500
AIXG another good LED play.

CREE is the leader for sure...inst will be looking for other better value plays in the LED space imho...VECO revs and eps are ramping big...see their latest earnings report.]]> http://seekingalpha.com/article/171818-while-cree-is-great-in-led-veeco-may-be-a-better-stock?source=feed#comment-752161 752161 Mon, 09 Nov 2009 08:44:11 -0500 http://seekingalpha.com/article/171818-while-cree-is-great-in-led-veeco-may-be-a-better-stock?source=feed#comment-749247 749247 Fri, 06 Nov 2009 20:03:29 -0500 http://seekingalpha.com/article/171818-while-cree-is-great-in-led-veeco-may-be-a-better-stock?source=feed#comment-747832 747832 Fri, 06 Nov 2009 09:28:22 -0500


]]> http://seekingalpha.com/article/162978-why-stec-s-pullback-is-buyable?source=feed#comment-743037 743037 Tue, 03 Nov 2009 16:35:38 -0500 http://seekingalpha.com/article/162978-why-stec-s-pullback-is-buyable?source=feed#comment-704819 704819 Tue, 06 Oct 2009 08:56:51 -0400 now the shorts are running for the hills............how stupid a move it was to short stec..............these yorkels will never learn]]> http://seekingalpha.com/article/162978-why-stec-s-pullback-is-buyable?source=feed#comment-695296 695296 Tue, 29 Sep 2009 11:25:20 -0400 companies will say they have a product but no other company but STEC has had its FLASH TESTED BUY THE BIG BUYERS LIKE EMC, IBM ETC. AND IT TAKES AT LEAST A YEAR TO GET THROUGH EACH COMPANY'S TESTING PROCESS.

STEC'S FLASH IS FAR DIFFERENT FROM CONSUMER FLASH MEMORY AND I DON'T THINK ALOT OF PEOPLE REALIZE THAT FACT OR THAT THE HARD DRIVES IT REPLACES SELL FOR ABOUT $120K EACH AT LEAST THAT IS MY UNDERSTANDING.


THIS IS A UNIQUE SITUATION
STEC SHOULD HAVE A FAR HIGHER PE


]]> http://seekingalpha.com/article/162978-why-stec-s-pullback-is-buyable?source=feed#comment-695226 695226 Tue, 29 Sep 2009 10:45:57 -0400 with over 10m shares short

why is this the case

anyone explain what seems like an odd situation even more so as the price is over 25% from the high of 42 or so??

can the shorts drive the stock down more and if so any idea how much

with such a great company, am i missing something??

any comments
thanks]]> http://seekingalpha.com/article/162978-why-stec-s-pullback-is-buyable?source=feed#comment-695119 695119 Tue, 29 Sep 2009 09:22:01 -0400 anyone know why stec is so incredibly shorted for over 2 months even with the good news]]> http://seekingalpha.com/article/162978-why-stec-s-pullback-is-buyable?source=feed#comment-689864 689864 Thu, 24 Sep 2009 16:16:13 -0400 http://seekingalpha.com/article/162978-why-stec-s-pullback-is-buyable?source=feed#comment-688839 688839 Thu, 24 Sep 2009 09:20:44 -0400 http://seekingalpha.com/article/162978-why-stec-s-pullback-is-buyable?source=feed#comment-687873 687873 Wed, 23 Sep 2009 13:35:16 -0400 http://seekingalpha.com/article/162978-why-stec-s-pullback-is-buyable?source=feed#comment-687651 687651 Wed, 23 Sep 2009 11:21:14 -0400 http://seekingalpha.com/article/162978-why-stec-s-pullback-is-buyable?source=feed#comment-687643 687643 Wed, 23 Sep 2009 11:17:23 -0400 http://seekingalpha.com/article/155007-stec-s-stunning-growth?source=feed#comment-686843 686843 Tue, 22 Sep 2009 19:59:10 -0400
Am I missing something here on size of opportunity?

With this performance increase pricing should remain high.



]]> http://seekingalpha.com/article/155007-stec-s-stunning-growth?source=feed#comment-626120 626120 Wed, 12 Aug 2009 03:27:09 -0400 http://seekingalpha.com/article/133211-swine-flu-why-you-can-ignore-the-hype?source=feed#comment-549436 549436 I will admit I under estimated the swine flu in 6 weeks if it is > still a huge enough issue to be the lead story on every newscast > and newspaper like it was today...and those of you who are believing > the media hype now will admit your were wrong if it has totally blown > over.]]> Tue, 16 Jun 2009 20:03:35 -0400

On Apr 28 01:35 AM Jeff Farley wrote:

> I will admit I under estimated the swine flu in 6 weeks if it is
> still a huge enough issue to be the lead story on every newscast
> and newspaper like it was today...and those of you who are believing
> the media hype now will admit your were wrong if it has totally blown
> over.]]> http://seekingalpha.com/article/131693-universal-display-a-stock-with-big-potential?source=feed#comment-508968 508968 Mon, 18 May 2009 20:33:21 -0400 http://seekingalpha.com/article/133211-swine-flu-why-you-can-ignore-the-hype?source=feed#comment-496219 496219 Fri, 08 May 2009 20:09:09 -0400
Just like bird flu, just like everything else that's the story of the week, it's all engineered media GARBAGE. ]]> http://seekingalpha.com/article/134136-green-mountain-coffee-roasting-shorts-on-the-way-to-100?source=feed#comment-485345 485345 Fri, 01 May 2009 09:26:29 -0400 http://seekingalpha.com/article/134136-green-mountain-coffee-roasting-shorts-on-the-way-to-100?source=feed#comment-484723 484723 Thu, 30 Apr 2009 18:03:00 -0400 http://seekingalpha.com/article/133211-swine-flu-why-you-can-ignore-the-hype?source=feed#comment-484630 484630 are you an infectious disease doctor, epidemiologist or public health > representative? if not, then you have no purpose making these statements > that have zero credibility. There is not nearly enough information > about this illness to say either way that this could or could not > become a disaster. Hope for the best, prepare for the worst. Don't > waste space on this website with your meaningless predictions.]]> Thu, 30 Apr 2009 16:29:32 -0400

On Apr 27 10:48 AM devinw. wrote:

> are you an infectious disease doctor, epidemiologist or public health
> representative? if not, then you have no purpose making these statements
> that have zero credibility. There is not nearly enough information
> about this illness to say either way that this could or could not
> become a disaster. Hope for the best, prepare for the worst. Don't
> waste space on this website with your meaningless predictions.]]> http://seekingalpha.com/article/133211-swine-flu-why-you-can-ignore-the-hype?source=feed#comment-484626 484626 > It is wrong and illogical to say that this is a hype because "About > 36,000 Americans die on average per year from the complications of > flu." > > Do you know how many of the 36,000 Americans who die every day from > flu are from the same town or county? > The Swine flu has the potential to be a pandemic because it is not > your normal flu strain, and the deaths in Mexico are all from the > same area and the flu virus is spreading outwards from Mexico.
> > Do you know if the 36,000 Americans were infected at about the same > time or randomly all year round? > Again, the Swine flu infected a huge number of people at the same > time. > > Do you know if the 36,000 Americans include a high percentage of > healthy young adults? > "Most of the those who died (from Swine flue) were between 20 and > 50 years of age, an ominous sign because a hallmark of past pandemics > has been the high rate of fatalities among healthy young adults." > - from Reuters > > > Irresponsible. Who are you to say that this is a hype? And it > is stupid to compare this with the 36,000 Americans who die every > year from complications of flu. It could be a false alarm or it > could be real. The fact is nobody knows. > ]]> Thu, 30 Apr 2009 16:25:56 -0400
The original post is SPOT ON and he will be proven 100% correct within a month. ALL HYPE.


On Apr 28 12:22 AM ron_paulite wrote:

>
> It is wrong and illogical to say that this is a hype because "About
> 36,000 Americans die on average per year from the complications of
> flu."
>
> Do you know how many of the 36,000 Americans who die every day from
> flu are from the same town or county?
> The Swine flu has the potential to be a pandemic because it is not
> your normal flu strain, and the deaths in Mexico are all from the
> same area and the flu virus is spreading outwards from Mexico.

>
> Do you know if the 36,000 Americans were infected at about the same
> time or randomly all year round?
> Again, the Swine flu infected a huge number of people at the same
> time.
>
> Do you know if the 36,000 Americans include a high percentage of
> healthy young adults?
> "Most of the those who died (from Swine flue) were between 20 and
> 50 years of age, an ominous sign because a hallmark of past pandemics
> has been the high rate of fatalities among healthy young adults."
> - from Reuters
>
>
> Irresponsible. Who are you to say that this is a hype? And it
> is stupid to compare this with the 36,000 Americans who die every
> year from complications of flu. It could be a false alarm or it
> could be real. The fact is nobody knows.
> ]]> http://seekingalpha.com/article/133211-swine-flu-why-you-can-ignore-the-hype?source=feed#comment-484619 484619 Thu, 30 Apr 2009 16:19:58 -0400 http://seekingalpha.com/article/134136-green-mountain-coffee-roasting-shorts-on-the-way-to-100?source=feed#comment-484269 484269 Thu, 30 Apr 2009 12:59:47 -0400
Reminds me of when everyone was saying GOOG was a $1000 stock and AMZN had to be $100.]]> http://seekingalpha.com/article/134136-green-mountain-coffee-roasting-shorts-on-the-way-to-100?source=feed#comment-484101 484101 Thu, 30 Apr 2009 11:25:23 -0400
Glen]]> http://seekingalpha.com/article/134136-green-mountain-coffee-roasting-shorts-on-the-way-to-100?source=feed#comment-483745 483745 Thu, 30 Apr 2009 08:51:40 -0400
PS, I'm (about to be) long so don't think I'm talking it down! I think there is definitely earnings momentum to be had here and a great sales strategy. Reminds me of the Rolls Royce aircraft engine strategy: sell at cost and lock them in to long term service deals.]]>