Seeking Alpha

gethigh

gethigh
Send Message
View as an RSS Feed
View gethigh's Comments BY TICKER:
Latest  |  Highest rated
  • Stratasys rallies on bullish UBS launch; 3D Systems started at Neutral [View news story]
    @Fanebrb: Speak English? I guess someone needs to learn to read English http://bit.ly/OJnSV9
    Apr 2 11:21 AM | Likes Like |Link to Comment
  • Uncertainty abounds as healthcare deadline looms [View news story]
    @RM13 I'm inclined to agree with your assessments. It's not looking good. This article is also not encouraging: http://buswk.co/1cqwmwd

    Even my parents don't understand the basic insurance terminology. *sigh*
    Dec 23 04:59 AM | 1 Like Like |Link to Comment
  • 4 Fairy Tales That Questcor Longs Believe [View article]
    And here we go...
    Dec 6 03:11 PM | Likes Like |Link to Comment
  • Questcor slips as Citron mentions shares [View news story]
    got in at the big dip at $53! Good luck guys!
    Dec 6 01:45 PM | 2 Likes Like |Link to Comment
  • Questcor slips as Citron goes back on the offensive [View news story]
    I love Citron! Thanks for $VJET @35, and now to load up on more $QCOR !
    Dec 4 02:55 PM | 2 Likes Like |Link to Comment
  • 3D printing, solar stocks reverse course [View news story]
    You guys forgot $SCTY
    Nov 19 02:55 PM | Likes Like |Link to Comment
  • 3D printing plays rally to new highs again [View news story]
    I think the strength in $SSYS earnings and $VJET performance post-IPO has made the bulls have faith in the rest of the 3D stocks. $ONVO earnings last friday after close: http://bit.ly/19Ma05u
    Nov 11 09:51 PM | Likes Like |Link to Comment
  • 3D printing plays rally to new highs again [View news story]
    I cashed out of $DDD when it came back above 70. Already made over 200% gains so didn't feel the need to be greedy. Looks like there's still a lot of steam left in it. Still holding $SSYS and $XONE but I am trying to cash out of those as well. Don't want to hold the bag when the track on the 3D printing train runs out.
    Nov 11 02:28 PM | 2 Likes Like |Link to Comment
  • Musk outlines Hyperloop; Tesla wants to remove side mirrors [View news story]
    Projection much? Dunno whether he's an egomaniac or whatever since I don't know him but I'm loving the fact that he went through the effort of getting the best engineering minds at both his companies to come up with a 50+ page white paper that he's fully disclosing to the public.
    Aug 12 05:42 PM | 17 Likes Like |Link to Comment
  • Questcor Pharmaceuticals (QCOR): Q4 EPS of $1.09 beats by $12. Revenue of $160.5M beats by $18M. (PR). Shares -2% AH. [View news story]
    I wish it beat by $12...!
    Feb 26 04:21 PM | Likes Like |Link to Comment
  • Intel (INTC) has bagged Altera (ALTR) as a chip foundry client. Altera, which has a near-duopoly on the FPGA market in tandem with Xilinx (XLNX), has hired Intel to make FPGAs using the latter's next-gen 14nm manufacturing process and 3D transistor tech. Altera says it will still rely on its existing foundry partner, TSMC (TSM), to make 20nm and older-process chips. The deal comes a month after reports Intel had struck a foundry deal with Cisco. ALTR +2.1% AH. XLNX -0.8%. INTC +0.5%. TSM +0.9% after falling 3.4% in regular trading. [View news story]
    Here's an interesting opinion piece for those interested:
    http://bit.ly/ZyuYOd
    Feb 26 03:51 PM | Likes Like |Link to Comment
  • Intel (INTC) has bagged Altera (ALTR) as a chip foundry client. Altera, which has a near-duopoly on the FPGA market in tandem with Xilinx (XLNX), has hired Intel to make FPGAs using the latter's next-gen 14nm manufacturing process and 3D transistor tech. Altera says it will still rely on its existing foundry partner, TSMC (TSM), to make 20nm and older-process chips. The deal comes a month after reports Intel had struck a foundry deal with Cisco. ALTR +2.1% AH. XLNX -0.8%. INTC +0.5%. TSM +0.9% after falling 3.4% in regular trading. [View news story]
    @ephud

    That statement was definitely out of this world. But as always you gotta keep a straight face when talking to industry types as they're quite proud of their turf.

    GF frankly has management issues. Don't know if they have totally rectified that but I guess we shall see very soon if they can back up their talk. If they can actually grab business from TSMC I guess you can call that progress.
    Feb 26 03:41 PM | Likes Like |Link to Comment
  • Intel (INTC) has bagged Altera (ALTR) as a chip foundry client. Altera, which has a near-duopoly on the FPGA market in tandem with Xilinx (XLNX), has hired Intel to make FPGAs using the latter's next-gen 14nm manufacturing process and 3D transistor tech. Altera says it will still rely on its existing foundry partner, TSMC (TSM), to make 20nm and older-process chips. The deal comes a month after reports Intel had struck a foundry deal with Cisco. ALTR +2.1% AH. XLNX -0.8%. INTC +0.5%. TSM +0.9% after falling 3.4% in regular trading. [View news story]
    I don't want to reveal anything specific of what they said but GF places themselves as a competitor of Intel although at this point they want to go after TSMC. Those are bold statements to make. GF is expanding their operations aggressively but it will take herculean efforts to best Intel at their game. The cons I've pointed out from Intel is based on talks I had with employees from both companies. Take that with a grain of salt if you wish.
    Feb 26 02:37 PM | Likes Like |Link to Comment
  • Intel (INTC) has bagged Altera (ALTR) as a chip foundry client. Altera, which has a near-duopoly on the FPGA market in tandem with Xilinx (XLNX), has hired Intel to make FPGAs using the latter's next-gen 14nm manufacturing process and 3D transistor tech. Altera says it will still rely on its existing foundry partner, TSMC (TSM), to make 20nm and older-process chips. The deal comes a month after reports Intel had struck a foundry deal with Cisco. ALTR +2.1% AH. XLNX -0.8%. INTC +0.5%. TSM +0.9% after falling 3.4% in regular trading. [View news story]
    @Matt-Man

    Intel has to start somewhere and with the enormous design complexities of sub-45nm processes with double patterning and FinFET (TriGate) the pure-play foundries (e.g. TSMC and GlobalFoundries) are struggling to make the foundry ecosystem work with their own process capabilities, EDA vendors and customers.

    Intel's process is geared towards their own CPU designs and tuned to improve the yields to maintain profitability. Changing this to meet the demands of SoCs will prove an enormous challenge. So what they learn with FPGA/programmable-logic chips appears pedagogical at this point.
    Feb 26 01:56 PM | Likes Like |Link to Comment
  • Intel (INTC) has bagged Altera (ALTR) as a chip foundry client. Altera, which has a near-duopoly on the FPGA market in tandem with Xilinx (XLNX), has hired Intel to make FPGAs using the latter's next-gen 14nm manufacturing process and 3D transistor tech. Altera says it will still rely on its existing foundry partner, TSMC (TSM), to make 20nm and older-process chips. The deal comes a month after reports Intel had struck a foundry deal with Cisco. ALTR +2.1% AH. XLNX -0.8%. INTC +0.5%. TSM +0.9% after falling 3.4% in regular trading. [View news story]
    You are right on point Ivan.
    Feb 26 01:51 PM | Likes Like |Link to Comment
COMMENTS STATS
42 Comments
40 Likes