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  • Success Factors: Going for Break-Even Rather than Revenue Growth? [View article]
    wow.. I liked this article. Good comparison with CRM historical progress - one needs such thinking to evaluate emerging companies and narrow down to few bets.
    Nov 15 23:23 pm |Rating: 0 0 |Link to Comment
  • While Cree Is Great in LED, Veeco May Be a Better Stock [View article]
    Come on... Is this even a comparison? Do CREE and VECO make same product? At best, VECO is a equipment supplier to CREE.
    Nov 15 22:58 pm |Rating: 0 0 |Link to Comment
  • Myriad's Not Doing Much [View article]
    TraderMark - I am missing the point of this article, if any intended.
    You buy a long term "growth at good value" and look at chart and get out in six weeks? And on top of that complain about Wall Street not valuing R&D.

    What did you expect when you bought the stock? I am sincerely at a loss.
    Nov 15 14:57 pm |Rating: 0 0 |Link to Comment
  • Energy Recovery: Can Desalinization Technology Go Elsewhere? [View article]
    ERII seems to be very interesting at current price of $5.73 Seems a case of uncertainty (v/s risk) as defined by Mohnish Pabrai
    Aug 09 16:29 pm |Rating: 0 0 |Link to Comment
  • The iPhone: Lessons on Industry Pricing Power [View article]
    Just look at the iPod price evolution over past five years... result - dominant, long lasting market position with fat margins... and yes, iTunes provide the "blade" of the "razor & blades" business.

    iPhone is on the same trajectory.. with app store.
    Jun 12 03:03 am |Rating: 0 0 |Link to Comment
  • Expect STEC to Hit $30 by Next Year [View article]
    STEC seems to have a great short term business opportunity.. untill someone else catches up!!
    The stock is a different story,,, at current level, all but speculative boom is priced in.
    Jun 12 02:50 am |Rating: 0 0 |Link to Comment
  • Surviving Semi Downturn: Five Stocks That Will Thrive After 2009, Part II [View article]
    Interesting article...

    I would choose Broadcom over Marvel or Qualcomm from long term perspective.. Broadcom is diversified, competitive powerhouse whereas Marvel is not.
    Jun 12 02:12 am |Rating: 0 0 |Link to Comment
  • Terra Nitrogen: Super-Stock or High-Yield Villain in Disguise? [View article]
    Good discussion guys... when I saw a fertilizer company growing fast and offering high yield, I have been suspicious..

    One thing I could not understand is revenue growth.. how does a single plant in Oklohoma grow revenue from $300M to $900M in three years? Is that all related to Ethanol demand?
    May 24 21:04 pm |Rating: 0 0 |Link to Comment
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