Bowen Qian's Comments Bowen Qian's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/3519991/comments Facebook Q3 10-Q: Not As Rosy As It Appears http://seekingalpha.com/article/960971/comments?source=feed#comment-11042441 11042441 Tue, 30 Oct 2012 11:29:45 -0400 Corning Could Be A Value Trap http://seekingalpha.com/article/725681/comments?source=feed#comment-7532531 7532531 Wed, 18 Jul 2012 22:35:38 -0400 Corning Could Be A Value Trap http://seekingalpha.com/article/725681/comments?source=feed#comment-7521641 7521641 Wed, 18 Jul 2012 16:23:41 -0400 Corning Could Be A Value Trap http://seekingalpha.com/article/725681/comments?source=feed#comment-7481441 7481441 Tue, 17 Jul 2012 18:19:34 -0400 Corning Could Be A Value Trap http://seekingalpha.com/article/725681/comments?source=feed#comment-7465131 7465131 Tue, 17 Jul 2012 12:03:50 -0400 Corning Could Be A Value Trap http://seekingalpha.com/article/725681/comments?source=feed#comment-7460951 7460951 Tue, 17 Jul 2012 10:27:37 -0400 Corning Could Be A Value Trap http://seekingalpha.com/article/725681/comments?source=feed#comment-7460901 7460901
Fiber-Optics: Again, this accounts for a small portion of net income. Also, infrastructure upgrades tend to be more one-time - after the fiber has been laid, that's that. However, you do bring up a good point since countries like China and India could be laying more fiber going forward.

Life-sciences: I'm pretty neutral about the acquisition, appears only slightly accretive.

OLED: At the moment, they do have that JV with Samsung, and OLEDs do use the same amount of glass at the moment. Going forward though, with pressure on creating ever thinner screens, the glass will likely be replaced by some sort of membrane.

This stock could very will do very well, but I would like a much larger margin of safety for taking these risks. ]]> Tue, 17 Jul 2012 10:26:29 -0400
Fiber-Optics: Again, this accounts for a small portion of net income. Also, infrastructure upgrades tend to be more one-time - after the fiber has been laid, that's that. However, you do bring up a good point since countries like China and India could be laying more fiber going forward.

Life-sciences: I'm pretty neutral about the acquisition, appears only slightly accretive.

OLED: At the moment, they do have that JV with Samsung, and OLEDs do use the same amount of glass at the moment. Going forward though, with pressure on creating ever thinner screens, the glass will likely be replaced by some sort of membrane.

This stock could very will do very well, but I would like a much larger margin of safety for taking these risks. ]]> Corning Could Be A Value Trap http://seekingalpha.com/article/725681/comments?source=feed#comment-7458391 7458391 Tue, 17 Jul 2012 09:31:14 -0400 Corning Could Be A Value Trap http://seekingalpha.com/article/725681/comments?source=feed#comment-7458331 7458331 Tue, 17 Jul 2012 09:30:10 -0400 Corning Could Be A Value Trap http://seekingalpha.com/article/725681/comments?source=feed#comment-7458281 7458281 Tue, 17 Jul 2012 09:28:40 -0400 Corning Could Be A Value Trap http://seekingalpha.com/article/725681/comments?source=feed#comment-7458051 7458051 Tue, 17 Jul 2012 09:23:13 -0400 Wells Fargo: A Top Pick In The U.S. Banking Sector http://seekingalpha.com/article/718581/comments?source=feed#comment-7372741 7372741 http://bit.ly/NUUmaQ

Check out my brief on today's earnings release on my blog!]]> Fri, 13 Jul 2012 22:07:07 -0400 http://bit.ly/NUUmaQ

Check out my brief on today's earnings release on my blog!]]> Wells Fargo: A Top Pick In The U.S. Banking Sector http://seekingalpha.com/article/718581/comments?source=feed#comment-7341491 7341491 Fri, 13 Jul 2012 00:01:23 -0400