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Sandy Lighthouse

Sandy Lighthouse
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  • Cree: Society Has Yet To See The Light [View article]
    The consumer LED story is pretty basic. Sure there's early adopters and green fanatics, but most people don't live and die with their light bulbs and utility bills (CFL savings vs. LED will be unnoticeable). Most people are already at least partially switched over to CFL, and might buy LED at a certain price point, but will only install as CFL's burn out. Cree is getting very close to that price point. So as prices come down and consumer acceptance grows, LED sales will snowball. The only thing that really concerns me about CREE is the potential for cheap Chinese knock offs. CFL's didn't take off until the Chinese got serious about producing an acceptable quality product at scale.
    Sep 7 04:08 PM | Likes Like |Link to Comment
  • How Intel's Profits Could Skyrocket [View article]
    All that Intel investment gives it the right to compete with Quallcom in a race to the bottom. Integrated smart phone chips will be a commodity three years from now. The consumer wins, everyone else (share holders included) loses.
    Sep 3 03:06 PM | Likes Like |Link to Comment
  • Micron: Why It Is Truly Different This Time [View article]
    Yeah, Micron is a different company. But Samsung isn't, and they're putting the pedal to the metal in the memory business.
    Sep 3 03:02 PM | Likes Like |Link to Comment
  • GOP Hearings On Climate Change May Threaten Entire Green Economy [View article]
    Sea levels aren't rising. Deal with it.
    Sep 1 08:51 PM | 1 Like Like |Link to Comment
  • The Great Climate Change Fraud [View instapost]
    The lowest hanging fruit is conservation, efficiency, call it what you will. Not that there aren't other paths forward.
    Aug 28 12:48 AM | 2 Likes Like |Link to Comment
  • The Great Climate Change Fraud [View instapost]
    Anybody who buys corn by the 50 pound sack like I do knows that Moon has it nailed.
    Aug 28 12:34 AM | 2 Likes Like |Link to Comment
  • Micron And DRAMeXchange [View article]
    Saw an article in Barron's today that Samsung is already producing 3d memory.
    Aug 14 04:13 PM | Likes Like |Link to Comment
  • Facebook: Don't 'Like' Its Stock Price [View article]
    Thanks True, anecdotal stuff like this can be valuable.
    Aug 5 02:47 PM | Likes Like |Link to Comment
  • Facebook: Don't 'Like' Its Stock Price [View article]
    Sacha, thanks for a great article on the rational value of FB. My single favorite quote on investing is Keynes saying something like " Markets can stay irrational longer than you can stay liquid." But checking in on the rational value of an investment from time to time is a useful exercise.
    Aug 5 02:32 PM | 2 Likes Like |Link to Comment
  • Facebook: Don't 'Like' Its Stock Price [View article]
    Astute observation, Skoob. FB was irrationally exuberant at IPO, then swung to unjustly hated. I think sentiment still has a bit to go to the upside.
    Aug 5 02:24 PM | Likes Like |Link to Comment
  • Zynga: The Market Got It Wrong [View article]
    Nailed it Druid.
    Aug 5 02:04 PM | Likes Like |Link to Comment
  • Micron: The Old DRAM-NAND Switcheroo [View article]
    Russ, I'm sure that my memory must be wrong, but didn't you say several months ago that Samsung wasn't adding any new fabs, and that such a development would be impossible to hide? It IS hard to know what's going on in a large and distant land like China.

    A lot of the MU long thesis rests on the Elpida acquisition going through. What was a rapidly sinking ship a year ago is now a hot property. Possession has always been nine tenths of the law, and the motivation of the Japanese to offload Elpida has done a 180. Anything is possible.
    Jul 11 09:57 AM | Likes Like |Link to Comment
  • Intel Could Be Hiding Something Huge [View article]
    Jeach- I'm not technically sophisticated enough to get involved in this pissing match. But there are several anecdotal situations that give some credibility to some of your assertions. 1. Apple apparently is going with TSMC for some "A" chip production. TSMC may not be the best but apparently will, in Apple's judgement, be good enough for the near future. 2. In twenty years of investing in tech, I've never seen a major tech company succeed on the basis of superior technology alone, and I've seen a lot of companies succeed by copying the first movers.
    Jul 8 03:17 PM | 2 Likes Like |Link to Comment
  • Want To Know The Future? Look To The Past. The 1950s Are Coming Back [View article]
    Damn Wagner, you nailed it! You base your opinions on observable dynamics and reach rational conclusions. All I can add is this has been and will continue to be a great opportunity to be long equities due to the excess amount of money on the other side of the trade.
    Jul 6 05:56 PM | Likes Like |Link to Comment
  • The Birth Of The Lithium Millionaires [View article]
    Here's what's never mentioned: instead of transporting the energy self contained in the vehicle, transport it via stationary electrical conductor, i.e.. the third rail, i.e. mass transit. That's the real end game. No new technology. Massive efficiency advantages. Major social barriers.

    Also, what's the single most efficient device ever invented for converting stored chemical energy into kinetic energy? The bicycle.
    Jun 21 08:13 PM | 2 Likes Like |Link to Comment