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Vartu

Vartu
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  • Why Seadrill Is Not A Falling Knife [View article]
    "Make a SELF MADE etf! I chose ESV, RIG, SDRL, and just added XOM, RDS.A, and TOT"

    That's kind of what I did with SDRL, RIG, ORIG, PACD and a couple others -- a motif at motivinvesting.com.
    Oct 3, 2014. 01:39 PM | 1 Like Like |Link to Comment
  • GT Advanced Technologies And InvenSense Are Prepping For Tremendous Sales Growth Over The Next 12 Months [View article]
    Apple's screens probably no worse than competitors' screens. Also, competitors smart phones also bend.

    CNBC employee said it slipped out of her hand -- cracked screen would have been expected. She said she was going to store to get another. She said no cases had been available.

    The saleslady (100 lbs) at T-Mobile where I got my iP6 said she had broken a smart phone in her back pocket. She insisted that I buy a case, and I did. Had broken an iPod touch screen before when it hit concrete.

    BTW, camera on iP6 extends a bit and is vulnerable w/o case according to T-Mobile. Another good reason for case.
    Sep 25, 2014. 02:35 PM | 2 Likes Like |Link to Comment
  • GT Advanced Technologies And InvenSense Are Prepping For Tremendous Sales Growth Over The Next 12 Months [View article]
    Not sure that Samsung should get all the blame for doing their best to copy Apple. Google supplied them with the Android OS -- for free. Apple spends millions developing their iOS and Samsung gets Android for free. By the way, I believe the Google CEO was sitting on Apple's BOD while Google was working on Android.
    Sep 24, 2014. 11:10 PM | 1 Like Like |Link to Comment
  • GT Advanced Technologies And InvenSense Are Prepping For Tremendous Sales Growth Over The Next 12 Months [View article]
    Quantease said: "It could equally be a new solar product that can be sold widely to reduce fossil fuel consumption."

    You very well could be right. After all, Cook very recently said, "There are products that we're working on that no one knows about. That haven't been rumored about yet."
    Sep 24, 2014. 09:26 AM | 1 Like Like |Link to Comment
  • GT Advanced Technologies And InvenSense Are Prepping For Tremendous Sales Growth Over The Next 12 Months [View article]
    Apple is very, very, very unhappy with vendors that comment on their business with Apple. CEOs talking too much about their plans with AAPL could be locked out as a future supplier.
    Sep 23, 2014. 05:56 PM | 2 Likes Like |Link to Comment
  • Corning Gorilla Glass Retains Its Dominance Over GT Advanced Technologies' Sapphire [View article]
    Got an iP6 last week -- my first smart phone. I don't like to load my pockets w/ stuff, so even the 6 w/ a case is more than I'm used to. Still, works great.

    There have been several teardowns, but INVN is the only one that I own.
    Sep 23, 2014. 02:49 PM | Likes Like |Link to Comment
  • When Elephants Fight, Ants Perish - Exxon Mobil, Seadrill And EU/USA Sanctions [View article]
    inkyx, probably too late for you to edit your comment, but the UK is part of the EU.
    Sep 15, 2014. 07:31 PM | 1 Like Like |Link to Comment
  • Corning Gorilla Glass Retains Its Dominance Over GT Advanced Technologies' Sapphire [View article]
    Oh yeah, Apple would love it if their suppliers started bragging about their Apple business.
    Sep 15, 2014. 01:57 PM | Likes Like |Link to Comment
  • When Elephants Fight, Ants Perish - Exxon Mobil, Seadrill And EU/USA Sanctions [View article]
    It's carrot and stick to get Putin to get "his troops" out of the conflict w/ Ukraine. The Soviet Union collapsed in 1991, Russia has no right to bully its neighbors just because it was the biggest part of the Soviet Union.

    Don't forget that Russia would be in deeply serious trouble if they didn't have oil and gas. They need that revenue. Little other industry, a shrinking population that is less than half of the size of the US population. Their deal w/ China helps them, but China would love to acquire some of that land that Russia owns -- China's population is expanding, unlike Russia's, potential friction.

    BTW, somebody pointed out that Bermuda is not a country and the UK is in charge of their foreign affairs, and the UK is in the EU.

    If it helps Ukraine, I can withstand a drop in SDRL and NADL for a while. I'm not selling, and I may even buy more.
    Sep 15, 2014. 09:03 AM | 6 Likes Like |Link to Comment
  • Corning Gorilla Glass Retains Its Dominance Over GT Advanced Technologies' Sapphire [View article]
    And if you listen to the Corning CEO's interview, they also make sapphire.
    Sep 15, 2014. 08:36 AM | Likes Like |Link to Comment
  • Seadrill Angers EU With Rosneft Deal, New Sanctions May Hurt [View article]
    Fortunately or unfortunately, depending on your POV, there was nothing saying that Bermuda was going to impose sanctions on Russia.
    Sep 14, 2014. 10:32 AM | Likes Like |Link to Comment
  • Seadrill Angers EU With Rosneft Deal, New Sanctions May Hurt [View article]
    20/20 hindsight says invading Iraq was an error. Saddam was a little cagey about WMD. If Iran thought he was defenseless, there could be a temptation to take advantage of the weakness.
    Sep 14, 2014. 10:18 AM | Likes Like |Link to Comment
  • Corning Gorilla Glass Retains Its Dominance Over GT Advanced Technologies' Sapphire [View article]
    Sorry, that link relates to another Apple vendor I follow, Invensense. Made a few $.

    Here's the link to the Corning CEO's interview: http://cnb.cx/1s3ZKL8

    A few points he made: Corning makes both; GG uses less energy (better battery life); Sapphire is more scratch resistant bbut more brittle; Sapphire is more expensive to make.
    Sep 14, 2014. 09:53 AM | Likes Like |Link to Comment
  • Corning Gorilla Glass Retains Its Dominance Over GT Advanced Technologies' Sapphire [View article]
    I don't know if you'd call it a "gag order," but Apple does not like its vendors discussing their Apple business for competitive reasons. I think there have been cases where Apple changed vendors at the last minute because a vendor talked too much. When the first iPhones hit the street, they will be thoroughly dissected -- you can be sure of that.

    BTW, the GLW CEO interview is at http://cnb.cx/1qyOQk6
    Sep 13, 2014. 11:02 PM | Likes Like |Link to Comment
  • Corning Gorilla Glass Retains Its Dominance Over GT Advanced Technologies' Sapphire [View article]
    Do you really think the public would have any great interest in a phone with Sapphire as the primary new feature?

    If the only claim made was that the glass had some ion treatment, Apple could phase in another glass (Sapphire) as long as it met that claim.
    Sep 13, 2014. 03:49 PM | 1 Like Like |Link to Comment
COMMENTS STATS
208 Comments
255 Likes