FormFactor Inc. (FORM)

All Comments on FORM

  • commenter
    Oct 09 09:14 AM
    My Website
    Some Big Moves in Tech Today [view article]
    ldk raised earnings or revenues? Reply
  • commenter
    Oct 09 08:30 AM
    Some Big Moves in Tech Today [view article]
    user 1.... click the graph for enlargment, then zoon web page if necessary. Zoom should be in lower right hand corner of statusbar if using MS-IE

    LDK raised earnings - again!
    Reply
  • commenter
    Oct 08 05:30 PM
    Some Big Moves in Tech Today [view article]
    I can't see the graph even in its own window. Please add a larger one for those of us with worsening eyesight ) Reply
  • commenter
    Aug 11 04:24 PM
    Trading Chips and the Financials Dip [view article]
    LDK, starting the next big solar move!!!! Reply
  • commenter
    Aug 11 08:47 AM
    Trading Chips and the Financials Dip [view article]
    Great advice. I agree. Reply
  • commenter
    Jun 13 02:19 AM
    My Website
    Semiconductors: Is the Glass Half-Empty or Half-Full? [view article]
    Ahh...the words of a true LDKer...so unmistakable. Reply
  • commenter
    Jun 11 10:00 PM
    My Website
    Semiconductors: Is the Glass Half-Empty or Half-Full? [view article]
    "pretty much the same business model as LDK - except with great analyst support"

    LOL! It may be a similar business model, but it's not half the business, and it costs just as much. Their margins are much worse, and their future vision and potential doesn't touch that of Light Peng and LDK.

    As for analyst support for LDK, it really depends on which analyst you're following. Needham and UBS have targets will above the current price. Are they fools? Who are you following, and what rationale are they using that suggests to you that they are right about this company?
    Reply
  • commenter
    Jun 10 02:22 PM
    My Website
    Semiconductors: Is the Glass Half-Empty or Half-Full? [view article]
    You mentioned LDK. In all my years of stock trading I have never found a group of stock devotees for a stock like this one - a following akin to early Scientologists, or maybe a quasi-religious Islamic cult threatening non-believers who lampoon their devotion. I don't know anyone who hasn't lost thousands of dollars (on balance) in the stock, or who wishes they hadn't gotten involved in the circus constantly surrounding it. With all the other great names happening in solar - and the fact that the sector seems to travel as a group anyway - I haven't felt the need for further involvement in LDK. I put whatever remaining LDK money I had in Rene Solar (SOL) at $8/share (pretty much the same business model as LDK - except with great analyst support), and in YGE, AKNS, TSL, ESLR, and STP, and have never looked back. Reply
  • commenter
    Jun 10 11:11 AM
    Semiconductors: Is the Glass Half-Empty or Half-Full? [view article]
    Did not realize you sold out on LDK which you had written some very good articles before. Also noted you wrote about talking to Jesse who was shorting LDK at the time you were promoting it. Did Jesse convince you that LDK is no longer what you said it was? Reply
  • commenter
    Jun 09 09:37 PM
    My Website
    Semiconductors: Is the Glass Half-Empty or Half-Full? [view article]
    What signs do you look for when its time to bail?

    Small caps - 100-200% up from the lows of the cycle. Large caps - 75-100%. Major tops in Semiconductor seem to run in Februaries and sometimes Julys. Bottoms in August, October, and April. When to sell? Always the hardest to pick.
    Reply
  • commenter
    Jun 09 06:44 PM
    My Website
    Semiconductors: Is the Glass Half-Empty or Half-Full? [view article]
    I am with you on the semiconductor cycle and am long klic, nvls , ter and mksi to mention but a few. Maybe I am over optimistic but with the SOX index trading around 400 , I expect it to hit 535 sometime next year which means we are not yet 50 % of the way through this cycle .I accept that will the price of oil exploding it is hard to predict any thing with any confidence , however I expect a mini tech revival going into the end of decade as that phenomenon usually makes people feel optimistic about the future and usually electronic manufacturers will have the products ready to catch that wave . Therfore unless I see a clear top ( like a 25 % drop in Klic ) I am not planning to leave the party until october 2009.

    BTW I appreciate your posts and wish you well.

    What signs to you look for when its time to bail??
    Reply
  • commenter
    Jun 09 04:03 PM
    Semiconductors: Is the Glass Half-Empty or Half-Full? [view article]
    I'm bullish on solar but don't know where you get the idea that solar subsidies are likely to pass this year. Bush has indicated that he will veto the bill currently under consideration (it raises taxes on hard working money managers' offshore income streams), and I really doubt that the Senate will have the override votes needed.

    I think we in the US market (especially those of us who hold Akeena) are in for a tough rest of the year, with prospects improving in '09.

    If you know something I don't about the legislation, do share.
    Reply
  • commenter
    Apr 30 10:43 AM
    My Website
    Analysts Mixed on FormFactor's Earnings Disappointment [view article]
    Oh yeah, sure it will bounce... NOT..., just like your posts on ABH and NTRI being bounce candidates. ABH went from the bounce area of $17 all the way down to $5 before it BOUNCED, and NTRI went from the bounce area of $17 down to $13 before it BOUNCED, and remember Notable Call's Headliner Article, "Bear Stearns Deal should Happen at $2," where Notable Calls was "Tempted" to SHORT!!! And let's not forget Notable Calls terrible SGP call.
    I'm not saying you cannot be wrong. Everyone gets them wrong, some more then others, but for heavens sake, at least be more accurate then a coin toss. If you go through Notable Calls posts, and randomly pick out ten articles, and ten at random, Notable Calls success rate is around 50%. The most amateur, of the most amateur investor can get 50%, just toss a coin, Heads Long, Tails Short.
    Just saying if you are thinking of acting on Notable Calls "Actionable" articles... LET THE BUYER BEWARE...
    Reply
  • commenter
    Apr 24 12:22 PM
    My Website
    Form Factor Appears Deeply Discounted [view article]
    Impressive study. Props up my cowardly inclination to sell and run. It isn't fun to be a newbie in a market like there is today but I'll pull my knickers higher and buy some more. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:19 AM
    My Website
    General Discussion on FORM
    Is this a buy or a sell? Reply