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user1010101 » Comments » JAVA

  • STEC's Promising Future – Part II [View article]
    I guess we all now know where GARP was getting his borrow from.
    Nov 03 17:07 pm |Rating: +1 0 |Link to Comment
  • STEC's LSI Design Win Confirms Momentum: More Upside to Go [View article]
    could I please get a copy of your model - I am curious what your model assumptions are:

    -specifically, how many units do you think they will ship to EMC
    -what margins are you assuming given they are running at 50% utilization in asia (I think that 30% op margins are sustainable for maximum 3 quarters).

    Great set of articles on this name. Would love to chat more!
    Sep 29 10:46 am |Rating: 0 0 |Link to Comment
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