dknow's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/2730881/comments http://seekingalpha.com/article/1380281/comments?source=feed#comment-18299461 18299461 Wed, 01 May 2013 00:00:28 -0400 http://seekingalpha.com/currents/post/931731?source=feed#comment-17385531 17385531 Design Line is a great customer to bolster exposure worldwide and
Denver is a great platform in the road to recognition. I'm very pleased to read of your success!
Good on ya CPST. ]]> Mon, 08 Apr 2013 23:00:01 -0400 Design Line is a great customer to bolster exposure worldwide and
Denver is a great platform in the road to recognition. I'm very pleased to read of your success!
Good on ya CPST. ]]> http://seekingalpha.com/currents/post/918271?source=feed#comment-17295771 17295771 This opportunity doesn't fit in their software or do they know what industry sector to assign it. The market numbers Lindy9 points out look bleak but SZYM is hitting the milestones they set out with momentum building and target audiences paying attention.
A look beyond the share price is warranted. The price is being swayed by those who won't until it bites them in ass for trusting their computer screens!]]> Sat, 06 Apr 2013 05:59:07 -0400 This opportunity doesn't fit in their software or do they know what industry sector to assign it. The market numbers Lindy9 points out look bleak but SZYM is hitting the milestones they set out with momentum building and target audiences paying attention.
A look beyond the share price is warranted. The price is being swayed by those who won't until it bites them in ass for trusting their computer screens!]]> http://seekingalpha.com/article/1305211/comments?source=feed#comment-16930541 16930541 Thu, 28 Mar 2013 10:05:09 -0400 http://seekingalpha.com/article/1181041/comments?source=feed#comment-15083481 15083481 Always appreciate hearing from both sides]]> Sat, 16 Feb 2013 10:11:55 -0500 Always appreciate hearing from both sides]]> http://seekingalpha.com/article/1181041/comments?source=feed#comment-15030401 15030401
That's taller than W's administration complicit in 9/11. ]]> Fri, 15 Feb 2013 08:37:33 -0500
That's taller than W's administration complicit in 9/11. ]]> http://seekingalpha.com/article/1178181/comments?source=feed#comment-15026331 15026331
I love the tech and hope for its widespread implementation.

China will steal anything they can get their hands on without shame and clearly repercussion. They lack innovation by culture, but are capable of copying very efficiently. Just can't make manuals in english.

Very long CPST I'm afraid.]]> Fri, 15 Feb 2013 05:43:44 -0500
I love the tech and hope for its widespread implementation.

China will steal anything they can get their hands on without shame and clearly repercussion. They lack innovation by culture, but are capable of copying very efficiently. Just can't make manuals in english.

Very long CPST I'm afraid.]]> http://seekingalpha.com/article/1181041/comments?source=feed#comment-14966541 14966541 Thu, 14 Feb 2013 00:07:28 -0500 http://seekingalpha.com/currents/post/756421?source=feed#comment-13559231 13559231 Thu, 10 Jan 2013 16:46:35 -0500 http://seekingalpha.com/article/1064121/comments?source=feed#comment-12591151 12591151 Fri, 14 Dec 2012 04:41:38 -0500 http://seekingalpha.com/article/1040861/comments?source=feed#comment-12390381 12390381 Sat, 08 Dec 2012 04:49:32 -0500 http://seekingalpha.com/currents/post/655161?source=feed#comment-11408821 11408821 Fri, 09 Nov 2012 07:15:38 -0500 http://seekingalpha.com/article/967101/comments?source=feed#comment-11233901 11233901 Mon, 05 Nov 2012 05:25:55 -0500 http://seekingalpha.com/currents/post/625711?source=feed#comment-11195491 11195491 Sat, 03 Nov 2012 10:13:40 -0400 http://seekingalpha.com/currents/post/525581?source=feed#comment-9148471 9148471 Thu, 06 Sep 2012 12:18:25 -0400 http://seekingalpha.com/currents/post/457661?source=feed#comment-8004121 8004121
GT Advanced Technologies' 2nd-qtr beats Street estimates
BY Reuters
— 4:56 PM ET 08/01/2012
* Second-quarter adj EPS $0.16
* Second-quarter revenue down 28 pct at $167.3 mln {Y/Y}
* EPS est $0.06, rev est $114.2 mln -- I/B/E/S
* Shares up 4 pct in trading after the bell

second-quarter results that were well ahead of analysts' estimates, boosted by a strong performance by its polysilicon business.

Analysts expected a profit of 6 cents per share on average, according to Thomson Reuters I/B/E/S.
Revenue fell 28 percent to $167.3 million, but was ahead of analysts' expectations of $114.2 million.

Guidance for the year is confirmed. Good pick up Seeking Alpha!]]> Wed, 01 Aug 2012 18:37:39 -0400
GT Advanced Technologies' 2nd-qtr beats Street estimates
BY Reuters
— 4:56 PM ET 08/01/2012
* Second-quarter adj EPS $0.16
* Second-quarter revenue down 28 pct at $167.3 mln {Y/Y}
* EPS est $0.06, rev est $114.2 mln -- I/B/E/S
* Shares up 4 pct in trading after the bell

second-quarter results that were well ahead of analysts' estimates, boosted by a strong performance by its polysilicon business.

Analysts expected a profit of 6 cents per share on average, according to Thomson Reuters I/B/E/S.
Revenue fell 28 percent to $167.3 million, but was ahead of analysts' expectations of $114.2 million.

Guidance for the year is confirmed. Good pick up Seeking Alpha!]]> http://seekingalpha.com/currents/post/438321?source=feed#comment-7775581 7775581 Thu, 26 Jul 2012 02:54:11 -0400 http://seekingalpha.com/article/737251/comments?source=feed#comment-7622921 7622921 Sat, 21 Jul 2012 14:12:14 -0400 http://seekingalpha.com/article/737251/comments?source=feed#comment-7612881 7612881
The sapphire business has done extremely well in this newer market with applications from automotive to medical. They have a winner that has proven the ability sustain them during lulls in in PV, etc.

Add that to their development of silicon carbide furnaces due out CY 2013/14 for power management applications and others, then we have a robust cutting edge company and great opportunity.

Current share pricing is not just a result of being tied to the beaten up solar industry, but the fact that 94% of their customers are in Asia (with China being predominate) and pending tariffs could be a major blow to GTAT. That's the biggee in GTAT share prices today.

My expectation is that as solar is on the cusp of parity with traditional power generation, if not already there, and the fact that the unfair trade complaints come from a small minority of American/German businesses in this segment, that both sides will back off. Significantly more American companies would be hurt and jobs lost by these tariffs than if they are imposed. New trade deals with China are totally necessary but I can't see the crucible being a fledgling clean energy industry like solar power when we are often reminded of global environmental impacts of the hydrocarbon age.

The $4 entry price in June was too good to be true, but it is not too late at the current $4.86 with a target of $10-12 in the near future. Q1 reporting is scheduled for Aug 1 after market close with an EPS expectation of about $0.50 depending who you ask. I expect a nice surprise and a share price pop that will garner much attention from the doubters who have not spent the time to recognize my friends in Merrimack.

I am long on GTAT]]> Sat, 21 Jul 2012 00:52:32 -0400
The sapphire business has done extremely well in this newer market with applications from automotive to medical. They have a winner that has proven the ability sustain them during lulls in in PV, etc.

Add that to their development of silicon carbide furnaces due out CY 2013/14 for power management applications and others, then we have a robust cutting edge company and great opportunity.

Current share pricing is not just a result of being tied to the beaten up solar industry, but the fact that 94% of their customers are in Asia (with China being predominate) and pending tariffs could be a major blow to GTAT. That's the biggee in GTAT share prices today.

My expectation is that as solar is on the cusp of parity with traditional power generation, if not already there, and the fact that the unfair trade complaints come from a small minority of American/German businesses in this segment, that both sides will back off. Significantly more American companies would be hurt and jobs lost by these tariffs than if they are imposed. New trade deals with China are totally necessary but I can't see the crucible being a fledgling clean energy industry like solar power when we are often reminded of global environmental impacts of the hydrocarbon age.

The $4 entry price in June was too good to be true, but it is not too late at the current $4.86 with a target of $10-12 in the near future. Q1 reporting is scheduled for Aug 1 after market close with an EPS expectation of about $0.50 depending who you ask. I expect a nice surprise and a share price pop that will garner much attention from the doubters who have not spent the time to recognize my friends in Merrimack.

I am long on GTAT]]> http://seekingalpha.com/article/729611/comments?source=feed#comment-7511321 7511321 Wed, 18 Jul 2012 12:52:51 -0400 http://seekingalpha.com/article/713721/comments?source=feed#comment-7454981 7454981 Tue, 17 Jul 2012 08:10:52 -0400 http://seekingalpha.com/article/713391/comments?source=feed#comment-7272661 7272661 Wed, 11 Jul 2012 09:50:33 -0400 http://seekingalpha.com/currents/post/401501?source=feed#comment-7090891 7090891 Thu, 05 Jul 2012 12:27:39 -0400 http://seekingalpha.com/article/614271/comments?source=feed#comment-6260261 6260261 Sat, 09 Jun 2012 09:13:52 -0400 http://seekingalpha.com/article/614271/comments?source=feed#comment-5871921 5871921 Mon, 28 May 2012 11:33:23 -0400 http://seekingalpha.com/article/618041/comments?source=feed#comment-5807121 5807121 Fri, 25 May 2012 10:42:20 -0400 http://seekingalpha.com/article/614271/comments?source=feed#comment-5758411 5758411 Thu, 24 May 2012 06:20:17 -0400 http://seekingalpha.com/currents/post/321041?source=feed#comment-5573191 5573191 Fri, 18 May 2012 10:13:48 -0400 http://seekingalpha.com/currents/post/321041?source=feed#comment-5513121 5513121
I'm blown away by the success of the sapphire group and I think we just saw the bottom of the PV segment with solar panel mfgrs having to provide greater efficiencies in order to survive.

Tom G should be giddy after all the bashing the stock has taken and the outlook call will be interesting. Well done GT.]]> Wed, 16 May 2012 19:13:23 -0400
I'm blown away by the success of the sapphire group and I think we just saw the bottom of the PV segment with solar panel mfgrs having to provide greater efficiencies in order to survive.

Tom G should be giddy after all the bashing the stock has taken and the outlook call will be interesting. Well done GT.]]>