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  • Semiconductor Infrastructure: KLA-Tencor, Novellus, Amkor [View article]
    "KLA still performed better than its peers, primarily due to its presence in segments such as inspection and metrology, which ensures that customers buy its tools even in recessions" - really??? Not true. Inspection and metrology are almost discretionary compared to process tools. You missed it completely. What saved their hiney was service revenue - 48% - leverage of their installed base.
    Feb 19 07:49 am |Rating: 0 0 |Link to Comment
  • Buy, Sell or Hold: Garmin Defends Its Market Leadership [View article]

    Either GRMN is in the cell-phone business or it will not recover the PND (Personal Navigation Device ) growth

    www.twice.com/index.as...

    With GPS and Google Maps on my iphone I quit searching for a GPS only device a while back.
    Oct 05 17:26 pm |Rating: 0 0 |Link to Comment
  • Garmin: Market Erroneously Pricing In Nuvifone Failure  [View article]
    Tim, Full disclosure : I am long GRMN. Painfully so.

    Nothing you have said about the GRMN phone seems to be radically new. Every feature you have mentioned is available on the AT&T Slider. Including Google Maps. I have a Taiwan ETEN cell phone and I have used Google Maps on it for over a year WITH GPS. Gas Stations, restaurants and all.
    Jun 29 11:06 am |Rating: 0 0 |Link to Comment
  • Why I'm Starting to Build up Indian Banks [View article]
    Max,

    To put it in perspective - US federal govt gave $16.2b in 2004 to US farmers.
    - Fuel tax in US is approx 47c (State+federal) per Gallon. Over 10% of all fuel consumed. Surely in several billions of dollars.

    Yup Indians are dumbasses. The govt in the US surely have it all figured out. :)
    Jun 04 08:59 am |Rating: 0 0 |Link to Comment
  • Motorola’s Turnaround Prospects [View article]
    Hmmm..... A list of facts. But no insight.
    May 23 23:43 pm |Rating: 0 0 |Link to Comment
  • Shorting Homebuilders - A Sure Thing  [View article]
    I don't know about real estate taking decades to turn around. Having lived through the 80s in Dallas when oil prices went from $17/b to a nose-bleed $33/b ;) Real-estate tanked massively. Condos that once went for mid-80s sold for 20K. Yup you read it right - 20K. It took about 8 years for the mess to clean up. But it did. So depends on your level of patience. But $ cost averaging into XHB may not be a bad thing.
    Apr 23 10:02 am |Rating: 0 0 |Link to Comment
  • The Long Case for Sallie Mae [View article]
    Seems reasonable to nibble at these levels. Article makes sense.
    Apr 14 08:32 am |Rating: 0 0 |Link to Comment
  • Rick Santelli Takes Down Jim Cramer [View article]
    Excellent post. Thanks. I was always confused between glimpses of wisdom hidden amongst irrational valuations and thought may be I am viewing Cramer wrong. Thank God I did not trade on his advice.
    Jan 26 08:24 am |Rating: 0 0 |Link to Comment
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