GAlan

GAlan
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  • Micron: The Shining Briefcase  [View article]
    BS
    Jan 9, 2016. 09:56 PM | 4 Likes Like |Link to Comment
  • Micron: The Shining Briefcase  [View article]
    INTC does not own "all that", as Mr. Breezy has shown multiple times!
    Jan 9, 2016. 02:40 PM | Likes Like |Link to Comment
  • Micron: The Shining Briefcase  [View article]
    And the officers options on MU would be close to if not worthless at a give away sale
    Jan 9, 2016. 12:40 PM | 2 Likes Like |Link to Comment
  • Micron: The Shining Briefcase  [View article]
    First off thanks for the article and the education.


    As to running MU into the ground, how do you propose that the officers will benefit from those billions of sales? There would be no guarantee that they would remain in charge of the new company, and if their actions were illegal they and this new company would be tied up in the courts for years.
    Jan 9, 2016. 12:38 PM | 6 Likes Like |Link to Comment
  • Micron CFO Maddock buys 10K shares  [View news story]
    Its amazing to me that commenters want to negate Maddock's purchase. After taxes , his purchase is probably equal to 40% of his annual salary. I'd say that is a vote of confidence!
    Dec 29, 2015. 04:31 PM | 22 Likes Like |Link to Comment
  • Micron: Tainted Love  [View article]
    Thanks for the article and all your time and knowledge for digging this out of the patent archives!
    Dec 23, 2015. 05:15 PM | 3 Likes Like |Link to Comment
  • Micron Technology: A Lump Of Coal In The Stocking?  [View article]
    EP, thanks for the reports, truly appreciated.
    The info on DRAM from Newman is very helpful, something MU management cant seem to provide to its shareholders.
    Dec 23, 2015. 12:35 PM | 2 Likes Like |Link to Comment
  • Micron down 3.1% after mixed FQ1 results, light FQ2 guidance (updated)  [View news story]
    Who says they cant get it to work??? You are the most pessimistic guy in the world.
    Dec 22, 2015. 09:30 PM | 6 Likes Like |Link to Comment
  • Micron: It Really Will Be Different This Time  [View article]
    I have to call BS on that comment, " The financials actually get much worse. Micron cannot afford spending on new technologies"

    Their op. cashflow in the 1st Q was $1.12 billion above the 4q15. Nobody has bothered to mention that financial item. Also they are and will continue to spend on R&D.
    Dec 22, 2015. 09:29 PM | 5 Likes Like |Link to Comment
  • Intel And Micron Should Consider A New Memory Business Model  [View article]
    Alors, que savez-vous et pouvez révéler
    Dec 18, 2015. 11:46 AM | Likes Like |Link to Comment
  • Micron Technology: A Lump Of Coal In The Stocking?  [View article]
    @Spacely, thanks for the breakdown on the Quimonda issue
    Dec 16, 2015. 10:35 PM | 3 Likes Like |Link to Comment
  • Seaspan: Mispriced For Your Gain  [View article]
    Re: dividend tax info from TDAmeritrade, a company can restate div. tax info for 2-3 yrs. after year in which they were paid. Hopefully SSW hasnt been that negligent on their accounting. Anyone have a contact at SSW in which they respond in a timely fashion. I will try but they take their sweet time.
    Dec 16, 2015. 04:21 PM | Likes Like |Link to Comment
  • Seaspan: Mispriced For Your Gain  [View article]
    One possible reason for the resignation of the CFO: SSW restated the taxable portion of their dividends for the whole year on 12-14-2015. Last week the first 3 dividends were considered return of capital. As of 12-14 they restated that info. Now from Jan. .12686$ if the div. is taxable, and the following 3 divs have $.13789 as taxable portion.
    So if you need to pay est. taxes in the US take a look.
    Am going to ask my broker about the tax laws on this , but I believe that the tax considerations of dividends need to be reported on quarterly basis. Looks like the former CFO was not taking care of business. I could be wrong on that but am going to check. Have owned SSW since 12-2010.
    Dec 16, 2015. 03:56 PM | Likes Like |Link to Comment
  • Micron up 4.6% as Street reacts to Inotera deal  [View news story]
    Not down today according to the Dram Exchange, and they have been up for over a week now. Of course that doenst make a trend but it is welcome news.
    Dec 15, 2015. 09:13 PM | 2 Likes Like |Link to Comment
  • Micron to start shipping programmable Automata processors to developers  [View news story]
    A question for those who have been involved in writing software for new types of processors: How long on average to do the developing of software for the AP. MU has had a SDK out for the AP since earlier in 2015.
    Dec 5, 2015. 07:57 PM | 1 Like Like |Link to Comment
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