Seeking Alpha

SMART Modular Technologies (SMOD)

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Comments on SMOD

  • Value Stock Screen: Potential Activist Targets [View article]
    Interesting article, from the standpoint of a long-term investor the potential of activist involvement is a mixed blessing, sometmes all... More »
    Comment by Tom Armistead
    Jul 26 15:17 pm |
    Rating: +2 0
  • Value Stock Screen: Potential Activist Targets [View article]
    Just out of curiosity why didn't GSIG show up on your screen? is it because they have some accounting issues dealing with? This is... More »
    Comment by Graham Jervis
    Jul 26 10:15 am |
    Rating: +1 0
  • Daily Earnings Surprise Summary: EPS Mostly Up, Sales Mostly Down [View article]
    Please tell me where the jobs are coming from that are improving the new and continuing jobless claims. Are they coming... More »
    Comment by User 446916
    Jul 13 19:58 pm |
    Rating: 0 0
  • Daily Earnings Surprise Summary: EPS Mostly Up, Sales Mostly Down [View article]
    Earnings are not improving, they are not as bad as some estimates. Look at the S&P 500 data at... More »
    Comment by Fred Voetsch
    Jun 27 19:02 pm |
    Rating: +4 -1
  • Daily Earnings Surprise Summary: EPS Mostly Up, Sales Mostly Down [View article]
    On Jun 27 10:15 AM John Lounsbury wrote: > JC - - - > > Good research. The implication is that earnings are improving through > cost... More »
    Comment by H. T. Love
    Jun 27 16:48 pm |
    Rating: +1 0
  • Daily Earnings Surprise Summary: EPS Mostly Up, Sales Mostly Down [View article]
    This gives additional ammunition to those holding the position that the market may take a leg down when the next set of quarterly... More »
    Comment by Old Trader
    Jun 27 10:27 am |
    Rating: +4 -1
  • Daily Earnings Surprise Summary: EPS Mostly Up, Sales Mostly Down [View article]
    JC - - - Good research. The implication is that earnings are improving through cost cutting rather than sales increases. This has... More »
    Comment by John Lounsbury
    Jun 27 10:15 am |
    Rating: +5 0
  • SanDisk: Analysts Disagree; JMP Sees Competition Rising [View article]
    I saw on FINRA brokercheck that both those fools are OUT of the business! Neither one had any educational or Wall Street training. Both... More »
    Comment by User 416898
    May 19 23:45 pm |
    Rating: 0 0
  • 20 Graham and Dodd Net / Nets [View article]
    Great point on DIP financing. This is no time to make the bankruptcy process worse. If the "bailout" were well targeted, it would... More »
    Comment by axelrod608
    Jan 26 16:51 pm |
    Rating: 0 0
  • Memory Trouble: Sector Is Reeling [View article]
    GOOD POINTS. Having weathered the swings for the past 8 years on the supply side of Memory, position becomes almost as crucial as the... More »
    Comment by BABUYAYA
    May 21 08:11 am |
    Rating: 0 0
  • SanDisk: Analysts Disagree; JMP Sees Competition Rising [View article]
    Every time I hear of SanDisk I can't help but think of those bozos on Wall Street Warriors who were pumping it to their clients at $55... More »
    Comment by flaming bag of poo
    May 16 15:31 pm |
    Rating: 0 0
  • Semis With Highest, Lowest Production To Sales Ratio [View article]
    Ralph - I am comparing the amounts produced to the amounts sold to customers. If more is produced than is sold inventories will rise. If... More »
    Comment by William Trent1
    Jun 4 17:35 pm |
    Rating: 0 0
  • Semis With Highest, Lowest Production To Sales Ratio [View article]
    Trent: Big error here. The production effect and the impact on gross margin applies only to companies that own their fab. Fabless... More »
    Comment by Andrew Schmitt
    Jun 4 17:19 pm |
    Rating: 0 0
  • Semis With Highest, Lowest Production To Sales Ratio [View article]
    Why would MEMC Electronics (WFR) be underproducing unless it was (a) trying to work off excess inventory, or (b) facing production problems?
    Comment by Frank Li
    Jun 4 16:37 pm |
    Rating: 0 0
  • Semis With Highest, Lowest Production To Sales Ratio [View article]
    V. helpful article -- thanks. Two questions. You wrote: "For semiconductor manufacturers, production is represented by the... More »
    Comment by Ralph F
    Jun 4 16:33 pm |
    Rating: 0 0