Comments on Value Geek's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/value-geek/articles http://seekingalpha.com/article/36844-sanderson-farms-modest-upside-possible-short-squeeze?source=feed#comment-371329 371329 Fri, 30 Jan 2009 14:05:14 -0500
The author was right on his 42 number but at the end he said 55 which is too much and was based on increased market share and increase per capita consumption....well first Tyson is a great competitor and won't allow those share gains so easily, second people won't eat more chicken, beef, pizza or whatever next year...well at least I won't do you? Food habits are pretty stable.]]> http://seekingalpha.com/article/94603-got-zinc-the-long-case-for-horsehead-holding?source=feed#comment-292344 292344 Tue, 28 Oct 2008 09:56:57 -0400 ]]> http://seekingalpha.com/article/94603-got-zinc-the-long-case-for-horsehead-holding?source=feed#comment-286813 286813 Mon, 20 Oct 2008 22:13:16 -0400
What are your thoughts on the above? Are you still holding your shares? Are you buying more at 50% of what you paid?]]> http://seekingalpha.com/article/94603-got-zinc-the-long-case-for-horsehead-holding?source=feed#comment-250682 250682 Wed, 10 Sep 2008 13:35:50 -0400 Go Steelers! ]]> http://seekingalpha.com/article/94603-got-zinc-the-long-case-for-horsehead-holding?source=feed#comment-250480 250480 Wed, 10 Sep 2008 11:27:59 -0400 http://seekingalpha.com/article/88701-viropharma-lev-acquisition-appraisal?source=feed#comment-235031 235031 Wed, 20 Aug 2008 15:10:22 -0400 http://seekingalpha.com/article/88701-viropharma-lev-acquisition-appraisal?source=feed#comment-234242 234242 Tue, 19 Aug 2008 16:51:59 -0400 http://seekingalpha.com/article/88701-viropharma-lev-acquisition-appraisal?source=feed#comment-231666 231666 Fri, 15 Aug 2008 20:42:37 -0400
I laughed when I read the first sentence of this article "Viropharma recently acquired Lev Pharmaceuticals". The deal is FAR from over - and the the annualized spread is huge (over 40% excluding CVRs) indicating arbs are staying out of the deal because of the enormous risk. In fact, if the FDA doesn't approve Cinryze, it will constitute a Material Adverse Effect (as defined in the merger agreement) and the deal will be terminated in which Lev will have no recourse. For some reason, you are claiming that LEVP will get a CVR if Cinryze is approved for prophylaxis... you're just wrong. Read the merger agreement before you write a huge article on a proposed transaction.]]> http://seekingalpha.com/article/45924-mothers-work-inc-a-value-trap?source=feed#comment-229166 229166 Wed, 13 Aug 2008 07:12:35 -0400 http://seekingalpha.com/article/87061-nvidia-s-long-term-prospects-mean-it-s-currently-undervalued?source=feed#comment-224031 224031 Wed, 06 Aug 2008 10:48:54 -0400 http://seekingalpha.com/article/88701-viropharma-lev-acquisition-appraisal?source=feed#comment-223164 223164 Tue, 05 Aug 2008 11:08:38 -0400 http://seekingalpha.com/article/87061-nvidia-s-long-term-prospects-mean-it-s-currently-undervalued?source=feed#comment-222931 222931 Tue, 05 Aug 2008 07:23:12 -0400 http://seekingalpha.com/article/88701-viropharma-lev-acquisition-appraisal?source=feed#comment-222210 222210 Mon, 04 Aug 2008 10:36:44 -0400
The very bullish case for Lev rests on the outside chance that C1 INH will be helpful in myocardial infarction, which is of course a huge market. I believe that to date, only animal studies have taken place, and the results are conflicting, so this application is very very speculative and undeveloped.]]> http://seekingalpha.com/article/88701-viropharma-lev-acquisition-appraisal?source=feed#comment-221692 221692 Sun, 03 Aug 2008 15:57:26 -0400 http://seekingalpha.com/article/88701-viropharma-lev-acquisition-appraisal?source=feed#comment-221449 221449 Sun, 03 Aug 2008 10:20:15 -0400 http://seekingalpha.com/article/88701-viropharma-lev-acquisition-appraisal?source=feed#comment-221447 221447 Sun, 03 Aug 2008 10:19:26 -0400 http://seekingalpha.com/article/88701-viropharma-lev-acquisition-appraisal?source=feed#comment-221377 221377 Sun, 03 Aug 2008 08:11:54 -0400 http://seekingalpha.com/article/88701-viropharma-lev-acquisition-appraisal?source=feed#comment-221376 221376 Sun, 03 Aug 2008 08:11:21 -0400
]]> http://seekingalpha.com/article/87061-nvidia-s-long-term-prospects-mean-it-s-currently-undervalued?source=feed#comment-219895 219895 Fri, 01 Aug 2008 05:53:36 -0400
AMD is going to be a serious problem for NVIDIA, as it has fixed problems in its CPU lines and has compelling GPU offerings compared to NVIDIA's underperforming GTX 200 line which will mean that NVIDIA loses the high-end this cycle, then loses the mid-market (where most of the sales are made) next cycle as the GTX 200 / HD 4000 lines are supplanted by new lines. AMD has cash issues, but everything is finally looking up technologically, so I expect that financing and profits will follow. AMD is an extremely scrappy competitor that has fought Intel on a shoestring for decades, and has a history of pricing very aggressively. AMD doesn't even need to make the fastest CPU and GPU on the planet to profit and severely compress its competitor's margins--it just needs to have the best CPU and GPU for around $200 each.

Furthermore, there are SEVERE problems in the manufacturing of NVIDIA's 8400 and 8600 chips (primarily showing up in laptops, but desktop cards may be affected too). This could cause very high recall costs and damage NVIDIA's reputation at the absolute worst time.
www.theinquirer.net/gb...
www.theinquirer.net/gb...

I believe that NVIDIA's only opportunity for serious price improvement in the short to intermediate term is a buyout offer. It would probably have to come from Intel, but I can't see it getting by EU regulatory scrutiny. I think the Bush administration would even look into it.]]> http://seekingalpha.com/article/87061-nvidia-s-long-term-prospects-mean-it-s-currently-undervalued?source=feed#comment-216590 216590 Mon, 28 Jul 2008 12:26:51 -0400 http://seekingalpha.com/article/87061-nvidia-s-long-term-prospects-mean-it-s-currently-undervalued?source=feed#comment-215378 215378 Sun, 27 Jul 2008 03:01:24 -0400 http://seekingalpha.com/article/87061-nvidia-s-long-term-prospects-mean-it-s-currently-undervalued?source=feed#comment-215333 215333 Sat, 26 Jul 2008 22:48:36 -0400
Sorta like SIRF story, where GPS was the trend for mobile devices over the past several years and now the trend is shifting towards multi-touch and software applications...]]> http://seekingalpha.com/article/87061-nvidia-s-long-term-prospects-mean-it-s-currently-undervalued?source=feed#comment-215248 215248 Sat, 26 Jul 2008 18:18:04 -0400 http://seekingalpha.com/article/87061-nvidia-s-long-term-prospects-mean-it-s-currently-undervalued?source=feed#comment-215188 215188 Sat, 26 Jul 2008 15:19:11 -0400
1) F*cked up GPU designs as Nvidia repeating Intel's Pentium 4 footstep; overheating and underperformance with a higher price that cant be saved until a complete redesign.
2) Increased competitive pressure from Intel at its core GPU marke in addition to non-performing GPGPU and mobile GPU markets. Slowing down of high end mobile devices this year will not help.
3) GPU market is shrinking as PC gaming transforms from the FPS dominated platform to much less graphics intensive MMORPG. A decaying market. ]]> http://seekingalpha.com/article/87061-nvidia-s-long-term-prospects-mean-it-s-currently-undervalued?source=feed#comment-215114 215114 Sat, 26 Jul 2008 12:28:50 -0400 http://seekingalpha.com/article/87061-nvidia-s-long-term-prospects-mean-it-s-currently-undervalued?source=feed#comment-215015 215015 Sat, 26 Jul 2008 10:00:59 -0400 http://seekingalpha.com/article/87061-nvidia-s-long-term-prospects-mean-it-s-currently-undervalued?source=feed#comment-214990 214990 Sat, 26 Jul 2008 09:10:12 -0400 http://seekingalpha.com/article/85937-nvidia-intensifying-competition-and-execution-challenges?source=feed#comment-214773 214773 Fri, 25 Jul 2008 18:39:04 -0400 http://seekingalpha.com/article/87061-nvidia-s-long-term-prospects-mean-it-s-currently-undervalued?source=feed#comment-214682 214682 Fri, 25 Jul 2008 16:01:51 -0400
Intel graphics drivers stink. Just try playing even a modest 3D game on an Intel graphics PC and see what happens to you. Culturally, software is alien to that company. I'm sure they are aware of this intellectually and are hiring to change it, but Intel is just a crummy place to work for software developers. I predict a really lousy user experience for Larrabee customers.

AMD/ATI doesn't have this problem. But if Dirk Meyer is forced to make any further major sacrifices to avoid insolvency, and has to choose between the old AMD or ATI, you know which one will be on the chopping block.
]]> http://seekingalpha.com/article/87061-nvidia-s-long-term-prospects-mean-it-s-currently-undervalued?source=feed#comment-214593 214593 Fri, 25 Jul 2008 14:26:58 -0400
A simplistic way to look at this is that we are switching from add-in graphics cards to GPUs that plug into CPU sockets. Intel and AMD control those sockets and they're making their own chips. Competing against bundled GPU/CPU SKUs from Intel/AMD is a tough nut to crack.

This change is the reason why AMD bought ATI. Intel decided Nvidia was too expensive and designed the chips in-house. Nvidia is left without a partner.]]>