Seeking Alpha

buffett222

buffett222
Send Message
View as an RSS Feed
View buffett222's Comments BY TICKER:
Latest  |  Highest rated
  • Why Hasn't Micron Stock Responded To 3D XPoint? [View article]
    Thanks, great piece. What about Intel here?
    Jul 30, 2015. 10:56 AM | 3 Likes Like |Link to Comment
  • Unwired Planet: Big Upside With Built-In Protection [View article]
    "...Carl Icahn's Voltari (NASDAQ:VLTC) and are two recent examples of smart fund managers finding ways to utilize large NOLs."

    Can you please tell me how Voltari is "utilizing" their NOLs? Looks like they had $2 million of revenues and a bigger loss in their last Q. And Icahn's hype and investors throwing more money at the at the company dont count...
    Jul 28, 2015. 10:02 PM | Likes Like |Link to Comment
  • Unigroup's Micron Bid Offers Trust-Building Opportunity [View article]
    Agree. Premise is outright laughable. Putting on my ignore list.
    Jul 28, 2015. 02:54 PM | 14 Likes Like |Link to Comment
  • FireEye Growing But Burning Through Cash [View article]
    Prefer $CHKP on valuation...
    Jul 28, 2015. 11:35 AM | Likes Like |Link to Comment
  • Third Avenue Focused Credit Tackles Distressed Debt [View article]
    I have never personally seen a fund crash and burn quite like this one, and I think it might get even worse once redemptions start in earnest.
    Jul 27, 2015. 09:32 PM | Likes Like |Link to Comment
  • Micron's Mobile Strategy Has A Red Herring [View article]
    Micron Technology (NASDAQ: MU) was in focus Monday on news it plans to hold a joint conference with Intel (NASDAQ: INTC) tomorrow. In the view of analyst Mehdi Hosseini of Susquehanna, the two hold joint webcasts on a regular basis, but tomorrow "could possibly be different."

    "We remind investors that since Analyst Day last November, Intel has become more vocal about the opportunities 3D NAND presents. Micron, on the other hand, is planning for 3D NAND volume manufacturing at its Singapore fab starting sometime in 2H16. Since Intel's JV with Micron (IM Flash-IMF) only includes the Utah fab and NOT Singapore, we do not rule out some form of closer relationship between Micron and Intel and to be announced tomorrow - to better safeguard supply of NAND (from Micron into Intel)," said Hosseini.

    "... we believe tomorrow's announcement could include some element of funding and/or closer collaboration b/w Micron and Intel in scaling Micron's 3D NAND technology," continued the analyst. "We remind investors that Micron is currently expanding its clean room facilities in Singapore, with the intention of having their pilot line there to produce 48 layer 3D NAND, and is aimed at turning into high volume manufacturing (of 3D NAND Tech) by 2H16. However, the Singapore fab is NOT part of the IM Flash JV (between Micron and Intel). The IMF ONLY includes the Utah fab in the U.S. We also remind investors that Intel helps MU with NAND technology and in return buys the NAND wafers manufactured in Utah at cost. Thus, any wafers manufactured out of Singapore are outside of the IMF agreement and thus would require Intel to pay a premium. Additionally, we note MU also has an alliance with Seagate (announced in Feb), which makes it interesting to say the least, as it is uncertain who will get priority with 3D NAND wafers manufactured in Singapore."
    Jul 27, 2015. 02:07 PM | 4 Likes Like |Link to Comment
  • Pendrell Corp.: Nokia Partnership And Lawsuits Against Apple, Amazon, Huawei And Motorola [View article]
    Amazon settled on Friday http://bit.ly/1S7KTlL
    Jul 27, 2015. 11:08 AM | 1 Like Like |Link to Comment
  • Pentair Is A Rare Case Where The Free Cash Flow Is Higher Than The Net Earnings [View article]
    Check out $CHKP
    Jul 26, 2015. 12:28 PM | Likes Like |Link to Comment
  • Reasons Why Micron Should Walk Away From The Reported Tsinghua Unigroup Proposal [View article]
    Micron themselves say that they never received an offer for the company, and that this non-existent offer, even if it existed would not pass review at any price. So there is no real offer for Micron, get it?

    Industry sources say that Tsinghua was looking for a technology transfer and was rebuffed. What happens if Tsinghua partners w someone else (eg SK Hynix) and reclaims the Chinese market? And/or if Samsung initiates price cuts to discourage China's ambitions in the memory industry?

    http://bit.ly/1VzQGj5
    Jul 25, 2015. 07:26 PM | 1 Like Like |Link to Comment
  • Soy Beans And Traffic Lights? Iteris's Risky Shift Into Agriculture [View article]
    Concur on horrible management, at least historically.
    Jul 25, 2015. 04:07 PM | Likes Like |Link to Comment
  • Unwired Planet: Big Upside With Built-In Protection [View article]
    Hey Merritt I would be willing to make a very large wager that you dont understand even the basics of this investment. And my portfolio was +250% last year, so evidently I dont need your "help."
    Jul 25, 2015. 03:43 PM | Likes Like |Link to Comment
  • The Case For Micron Technology's Recovery [View article]
    Lots of moving parts here - you may be right or you may be very wrong - I am not willing to grab a falling knife...
    Jul 24, 2015. 03:32 PM | 1 Like Like |Link to Comment
  • The Case For Micron Technology's Recovery [View article]
    I dont think so particularly in light of the facts that a) Tsinghua has yet to bid for Micron (according to Micron) and may only be interested in a technology transfer b) Micron seems to believe that if the nonexistent bid materialized that it would fail review at any price c) the scorched earth that will be left after someone else teams up with China, which also happens to be a HUGE market and finally d) Samsung's obvious interest in protecting their business. But feel free to believe in the tooth fairy or whatever else you want to believe...eg that Windows 10 will do anything for Micron.
    Jul 24, 2015. 02:29 PM | 4 Likes Like |Link to Comment
  • Fortinet Continues To Exceed Expectations [View article]
    Prefer $CHKP on valuation by a mile...
    Jul 24, 2015. 02:08 PM | Likes Like |Link to Comment
  • The Case For Micron Technology's Recovery [View article]
    What happens if Tsinghua partners w SK Hynix and goes into overproduction mode? Or if Samsung initiates price cuts in a move to disrupt China's ambition to step into the memory industry?

    http://bit.ly/1VzQGj5
    Jul 24, 2015. 01:55 PM | 1 Like Like |Link to Comment
COMMENTS STATS
1,187 Comments
1,205 Likes