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absarokeedave

absarokeedave
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  • Sovaldi Versus Abbvie Combination: Analysis Of Abbvie Combination Impact On Sovaldi Market Share [View article]
    717 - I respectfully disagree, I think the bottom line will be a win win for both companies, but ABBV must price lower, coming into the game later then GILD. Does anyone really think Scripts or other distribution channels will not be putting downward pressure on GILD prices going forward?
    Dec 2, 2014. 09:22 AM | Likes Like |Link to Comment
  • Sovaldi Versus Abbvie Combination: Analysis Of Abbvie Combination Impact On Sovaldi Market Share [View article]
    Well we do know that France recently negotiated GILD price down in the mid $50K range - compare to $80K price presently in US...
    Dec 2, 2014. 09:10 AM | Likes Like |Link to Comment
  • Sovaldi Versus Abbvie Combination: Analysis Of Abbvie Combination Impact On Sovaldi Market Share [View article]
    I think author is underestimating the price differential expected when ABBV regime is approved this month. In most diagnosis, it ain't the doctor making the decision of which drug but rather the insurance company that is paying for it. The insurance carriers will use ABBV to push GILD Sovaldi and Harvini prices down, pushing both margin and market share of GILD HIV drugs down. Simple play for me is to play both GILD and ABBV long
    Dec 2, 2014. 08:48 AM | 1 Like Like |Link to Comment
  • NAND Wars 2015: SanDisk's Cost Superiority [View article]
    William - that was a hell of a write up, very informative and appreciated.
    Dec 1, 2014. 04:54 PM | 3 Likes Like |Link to Comment
  • After A Parabolic Run, It Is Time To Sell Overbought Airline Stocks [View article]
    Lazy article in my opinion. Oil, single largest expense to airlines, will stay low for quite sometime, absent world craziness that can happen at anytime (Ebola, terrorism, etc.). Airlines vigilant in keeping supply (planes, seats) low and thus demand high. They will continue to squeeze us till it hurts and profits continue as a result. Way to early to take profits IMHO
    Nov 19, 2014. 04:10 PM | 1 Like Like |Link to Comment
  • Why Is Gilead Always Holding The Ace? A Prediction Of The Future HCV Market And What Analysts Aren't Talking About [View article]
    All the technical info presented makes my head swim. A year ago, a friend of mine here in Florida was deemed cured for his HepC in Florida clinical trial from ABBV. He had no side effects from the treatment (Ribavarin) and I bought ABBV that day (@38). I also bought GILD (@78) and remain long both. I asked him yesterday again to assure he is cured (he is) but also asked him about GILD. He has 2 friends who were not cured under GILD regime so I guess they represent the 1%, I don't know the details. I agree with a previous post above that playing both these stocks long is the way to go.
    Nov 12, 2014. 09:24 AM | 1 Like Like |Link to Comment
  • Micron: New Projections And Price Targets [View article]
    rooster, please don't wake him up, dreadful....
    Nov 5, 2014. 06:59 PM | 4 Likes Like |Link to Comment
  • Micron Gives Investors More Reasons To Buy Its Cheap Shares [View article]
    Huskie - I believe the buy back decision by BOD was a result of the (ridiculous) offer by a Hedgie of buying 5% OF mu shares at $27 when it traded around 31.
    Oct 28, 2014. 05:04 PM | Likes Like |Link to Comment
  • Q4 Will Show Just How Stagnant Apple Earnings Really Are [View article]
    I have no skin in the AAPL game but like reading the short articles to then read the long's back wash responses. AAPL stock is down since the roll out if no one has noticed....
    Oct 16, 2014. 11:41 AM | 5 Likes Like |Link to Comment
  • Positives Mounting For Beaten Down Micron [View article]
    mmtache - your comments make no sense given fact no one knows what the Samsung fab would/will manufacture by the build out date projected. Demand for memory projected to nearly double by 2017 and assuming Samsung completes this fab build out, do you know as a fact it will compete directly with MU primary cash cow of Dram? A PE (2015 forward now single digit PE) does mean MU is undervalued, MU generating super FCF and being long MU I am supposed to worry about 2017 future date of a fab yet to know it's own destiny?
    Oct 15, 2014. 11:31 AM | 8 Likes Like |Link to Comment
  • As You Can See, The Semiconductor Risk Materialized [View article]
    I think MCHP announcement like fishing on the bank with a broken reel and no line only to say there are no fish left in the river, nothing is biting any longer. Fly shops then to close doors because there are apparently no fish and somehow the fishermen believe the end is near. Amazing to me what a single (misleading) company announcement can trigger. Long INTC and MU
    Oct 10, 2014. 06:53 PM | 2 Likes Like |Link to Comment
  • Micron - A Good Finish To The First Year Of The Rest Of Its Life [View article]
    Mod - can you describe how the Crucial SSD is performing?
    Sep 29, 2014. 04:34 PM | 1 Like Like |Link to Comment
  • Apple's Incredible 10 Million Unit Sales On Launch Weekend - Fact Or Fiction? [View article]
    I don't own any apple products nor its shares but enjoy reading posts. Seems all the comments, author's and the threads, are about facts no one yet knows for sure but everyone thinks they do
    Sep 29, 2014. 04:29 PM | 1 Like Like |Link to Comment
  • Should Citrix Be In Your Portfolio? [View article]
    While Citrix may compete with Microsoft they also partner together. VMWare is main worry. I always find it a stretch to put anything into articles that an author has no position in, long or short. I bought earlier this year in mid 50's a d just sold so was lucky in some timing, placed proceeds in INTC
    Sep 19, 2014. 01:17 PM | 1 Like Like |Link to Comment
  • IBM And Intel: The End Game For IBM Semiconductor [View article]
    Russ, A8 v Haswell transistor counting and what math is used, is this apple/oranges argument, what/who is one to believe?

    http://on.barrons.com/...

    Thx for your work and articles and generating the discussions that follow for all us (at least me) dummies.
    Sep 17, 2014. 04:08 PM | 1 Like Like |Link to Comment
COMMENTS STATS
48 Comments
123 Likes