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GAlan

GAlan
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  • Micron Technology: Upside Remains Despite Digitimes DRAM Report [View article]
    Seeker, appreciate your clarifications on the Kingston deal.
    Aug 23, 2014. 01:45 PM | 5 Likes Like |Link to Comment
  • Micron Technology: Upside Remains Despite Digitimes DRAM Report [View article]
    Thanks for the article Soid
    Aug 23, 2014. 01:42 PM | 1 Like Like |Link to Comment
  • Why Micron Looks Undervalued Compared To This Peer [View article]
    thanks for the CS info
    Aug 22, 2014. 04:40 PM | 1 Like Like |Link to Comment
  • Intel/Micron Marriage Is Alive And Doing Fine [View article]
    Seeker, Thank you for your excellent and well written replies.
    Aug 17, 2014. 11:13 AM | 1 Like Like |Link to Comment
  • Micron - No, The Sky Is Actually Not Falling: Highlights Of The Summer Analyst Conference [View article]
    SK Hynix confirms what Mu execs have been saying as to supply
    http://bit.ly/1oBt0g4

    "SK Hynix President Kim Joon-ho told analysts that the problem was a change in product mix and a transition to more complex production technology will crimp third-quarter shipments growth for the key DRAM business. Analysts are concerned that DRAM shipments growth will be increasingly limited in the latter half of the year, given the technology migration issues, which would lead to slower top-line growth. But Hong said such concerns were overblown, as limited shipments growth would help keep supply tight and support chip prices."
    Aug 15, 2014. 04:28 PM | 9 Likes Like |Link to Comment
  • Einhorn Continues To Greenlight Micron [View article]
    Thanks , yes just read WSJ's correction
    Aug 15, 2014. 10:30 AM | Likes Like |Link to Comment
  • Einhorn Continues To Greenlight Micron [View article]
    The link below has it opposite: "David Einhorn’s Greenlight Capital Inc. hedge fund added to its positions in Apple Inc. and SunEdison Inc., while trimming its stake in Micron Technology Inc. during the second quarter, according to filings late Thursday."
    Says that Greenlight reduced Mu and added to AAPL.
    Aug 14, 2014. 05:48 PM | Likes Like |Link to Comment
  • Intel/Micron Marriage Is Alive And Doing Fine [View article]
    Fish , thanks for your explanations and links. It appears that it will be a long time if ever for INTC to embed memory on logic. If I read your links correctly not the only the process is difficult but the economics dont work either.
    Aug 14, 2014. 01:33 PM | Likes Like |Link to Comment
  • Micron - No, The Sky Is Actually Not Falling: Highlights Of The Summer Analyst Conference [View article]
    @Domyno, I'm curious , why do you keep posting Motley fool articles on
    INTC on a MU analysis??
    Aug 12, 2014. 03:25 PM | 7 Likes Like |Link to Comment
  • Micron - No, The Sky Is Actually Not Falling: Highlights Of The Summer Analyst Conference [View article]
    RSA, Thanks for the link, HMC is a game changer. so, aren't all the memory producers working on HMC? And who will be the first to market? But I guess that is the $64K question/answer.
    Aug 11, 2014. 12:32 AM | Likes Like |Link to Comment
  • Question On Micron's Pullback: Would Samsung Actually Want To Help Apple? [View article]
    For the transcript, go to IR events and presentations, earnings release, then webcasting, a page will come up with audio script
    Aug 2, 2014. 12:48 PM | Likes Like |Link to Comment
  • Question On Micron's Pullback: Would Samsung Actually Want To Help Apple? [View article]
    Key line in transcript: " ... a few comments on the outlook for the rest of 2014. We expect the memory business earnings growth momentum to continue, with a strong demand coupled with limited supply growth, which will result in a tight market supply and demand condition."
    So until(if) the extra supply comes on line, Samsung projects a strong market for memory thru 2014. Why was this comment overlooked by wall street??
    But I should thank them for an entry point into MU.
    Aug 1, 2014. 05:22 PM | 9 Likes Like |Link to Comment
  • AMD Fell Short Of Expectations, So What Now? [View article]
    Same with me , out before close at 3.82,3.83
    Had about 10% profit left and didnt want seeing that profit disappear
    Key lines from CC: 3Q peak sales for consoles, and a guidance for that Q at 2%
    Think that there be a better entry point shortly to start a trading position
    Jul 18, 2014. 07:18 PM | Likes Like |Link to Comment
  • AMD's Future Is In The Hands Of Samsung, Global Foundries And... Apple [View article]
    @ Fiber, how do you know that they were leveraged trades??
    Jul 18, 2014. 04:06 PM | Likes Like |Link to Comment
  • AMD Is A Buy Going Into Earnings [View article]
    From now on AMD is a trade only for me, and hopefully Ill make back what I left while sucking my thumb on Mon. If it were to go to low 3's Id get back in with smaller long positions
    Jul 18, 2014. 04:05 PM | Likes Like |Link to Comment
COMMENTS STATS
302 Comments
392 Likes