flashguy's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/188201/comments http://seekingalpha.com/article/104099-four-worthwhile-semiconductor-stocks?source=feed#comment-298505 298505
However, why do you prefer to focus on price to sales ratios for valuation purposes, as opposed to an EBITDA or EPS based method?]]> Wed, 05 Nov 2008 07:34:01 -0500
However, why do you prefer to focus on price to sales ratios for valuation purposes, as opposed to an EBITDA or EPS based method?]]> http://seekingalpha.com/article/102058-atmel-merger-arbitrage-opportunity-par-excellence?source=feed#comment-294091 294091 Thu, 30 Oct 2008 08:14:50 -0400 http://seekingalpha.com/article/102058-atmel-merger-arbitrage-opportunity-par-excellence?source=feed#comment-291285 291285
look, if this is the depth of the analysis required to determine the likelihood of a deal, the stock would be trading with zero spread. You can't possibly believe that you have an edge with this kind of analysis. You're in for a very bad surprise this week... people were saying the exact same thing about SNDK. look at it now.]]> Mon, 27 Oct 2008 07:43:14 -0400
look, if this is the depth of the analysis required to determine the likelihood of a deal, the stock would be trading with zero spread. You can't possibly believe that you have an edge with this kind of analysis. You're in for a very bad surprise this week... people were saying the exact same thing about SNDK. look at it now.]]> http://seekingalpha.com/article/93626-sanmina-up-again-despite-down-market?source=feed#comment-244249 244249
You don't know what you're talking about. This is a low margin contract manufacturing business. Low margin = punny P/S ratio. And its valuation should have absolutely nothing to do with that of a tech stock: SANM spends 0.3% of its revenues on R&D.

This is standard chart monkey analysis. There's no depth to this.

No love. ]]> Wed, 03 Sep 2008 00:54:50 -0400
You don't know what you're talking about. This is a low margin contract manufacturing business. Low margin = punny P/S ratio. And its valuation should have absolutely nothing to do with that of a tech stock: SANM spends 0.3% of its revenues on R&D.

This is standard chart monkey analysis. There's no depth to this.

No love. ]]> http://seekingalpha.com/article/75555-stec-design-win-at-apple-short-lived-catalyst?source=feed#comment-161735 161735 Sun, 04 May 2008 20:49:34 -0400 http://seekingalpha.com/article/75555-stec-design-win-at-apple-short-lived-catalyst?source=feed#comment-161485 161485 Sun, 04 May 2008 11:22:07 -0400