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rdumont99

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  • Nvidia's Q2'15 Earnings Growth Driven By PC Gaming, Data Center And Tegra Processors [View article]
    Trefis was a terrific valuation assist back when everything was undervalued a couple years ago, the problem is that a lot of companies are more fairly valued based on projected growth and market details, etc. Trefis will update the models based on the new projections but don't expect some wondrous new target price way higher than today's close. Trefis tries to tell us what the company is actually worth based on historical valuations, not what the company will trade at based on overall market movements and unusually high (or low) multiples. Go to their website and play with the sliders and you'll see what I mean.

    When share prices climb too much above Trefis' numbers, I'll sell. When they're far below, I'll buy. Right now, Trefis has little actionable advice for me which is to be expected and I'm fine with.
    Aug 9 03:00 PM | 2 Likes Like |Link to Comment
  • AMD's Future Is In The Hands Of Samsung, Global Foundries And... Apple [View article]
    INTC actually approved a $20Bn buyback. Based on your comment though, why would you ever stay invested in AMD? Why not invest in INTC in the first place, get out of the failing x86 chip producer and invest in the company doing so well they might have a monopoly if AMD continues down their current path?
    Jul 19 03:15 PM | Likes Like |Link to Comment
  • Street applauds SanDisk/Fusion-io's price, synergies [View news story]
    Congrats to *new* FIO shareholders, you mean. Those of us who bought in a couple years ago are taking a bath - and now our losses will be locked in.

    As to the lawsuits, the company had enough cash to keep operating for some time and many people thought it was worth a lot more than what Sandisk is paying and were waiting for the turnaround. Somebody knows something we didn't, or else Sandisk is making like a thief on this one. Or, perhaps prospects weren't near as rosy as many of us believed and this is a lucky break before we lose more... I have no crystal ball to tell me unfortunately, but I welcome the lawsuit(s) shining a light in the dark corners of this one.
    Jun 16 10:47 PM | 1 Like Like |Link to Comment
  • Is Corning A Buy Going Into Earnings? [View article]
    Gorilla Glass is a relatively small part of GLW's revenues and profits, but I think a better question would be: "Will the increase in specialty glass products (GG and Willowglass) more than make up for any shortfall should Apple choose Sapphire for iPhones and iPads?" How much surface area of glass does Apple buy, how lucrative (i.e. low margins) is their contract as an early mover on GG in the early days and a massive customer with high leverage, and how much better will Corning do as Android and Windows tablets (and touchscreen laptops) sales increase and drive corresponding GG for its scratch resistance vs. regular glass? 285M tablets projected to ship in 2014, vs the 200M iPhones shipped in 2013 (sorry, couldn't find 2014 #'s). At an average surface area difference of 3x to 6x for the tablets vs. iPhone 5, GG would need to go on, say 40M *more* tablets and touch laptops this year to make up the loss of the iPhone, assuming identical margins for Apple as for other suppliers (and several other assumptions besides). And this does not include other possible applications, such as LCD screens on any other device, such as smart fridges or in-dash displays in vehicles. Or automotive glass itself.

    Heh. I was thinking of getting out of my GLW position. This just talked me into keeping it for a bit longer.
    Apr 25 04:59 PM | Likes Like |Link to Comment
  • Is Windows An Ecosystem In Decline? [View article]
    If Microsoft is selling horses, what is the car in your analogy jiri75?
    Apr 14 04:47 PM | 2 Likes Like |Link to Comment
  • Is Windows An Ecosystem In Decline? [View article]
    I don't understand folks who state "I have no interest in learning a new UI" and then go on to say they'd like to switch to a Mac. I use Win8 on my desktop and it's virtually the same for me as Win7 before it, but switching to a Mac would require a lot of the hunting and "swearing" mentioned. Can anyone say "entirely different paradigm of usage?"

    To me, these comments are the grumblings of the malcontents who fear change and who didn't like the change from Win 3.1 to Win95, who complained at every new version of MS Office, and who probably get mad at home when their keys are placed on a different keyhook by their family members. And yet, when a year goes by, Mac still has the same market share, Office still has the same market share, and the keyhook rack still has room for error.

    Finally, I don't think anyone was aiming for "cool" with the Win8 touch interface (the ads, yes, and they missed "cool" by a country mile). Microsoft was aiming for an OS that would support both touch devices and screens and legacy non-touch interfaces. It's a v1.0, it'll have some rough edges, but at least Microsoft is giving users the option of a full-fledged PC with touch - where is the touch Mac? Having used several touch Ultrabooks, the Macbook Air seems like a pretty and yet severely limited device.
    Apr 14 04:40 PM | 7 Likes Like |Link to Comment
  • More Glass, More Cash: Corning [View article]
    The article has been updated, it definitely said Display Technologies before and used those numbers.
    Apr 12 12:01 AM | Likes Like |Link to Comment
  • More Glass, More Cash: Corning [View article]
    With all due respect, this is one of the worst articles I have read on SA.

    Right away two things jumped out at me. The first is relatively trivial: please look up with "infamous" means, as Gorilla Glass is neither:

    1. having an extremely bad reputation: an infamous city.
    2. deserving of or causing an evil reputation; shamefully malign; detestable: an infamous deed.
    http://bit.ly/1hq7xlu

    Second and far worse, Gorilla Glass is not in the Display Technologies segment, it is in Specialty Materials.
    http://bit.ly/1hq7xlz
    http://reut.rs/1hq7xlA

    This indicates a glaring omission of even the most rudimentary understanding of or research on the topic on which you write.

    I am long GLW, but would encourage investors to pretend they never read this article in deciding whether to buy, sell or ignore this stock.
    Apr 11 11:50 AM | 7 Likes Like |Link to Comment
  • American Tower Is Set To Prosper In The Future By Availing Itself Of Growth Opportunities [View article]
    Thanks for the article, but I find these numbers lack context. I would find this article more useful to me if these growth numbers were compared to competitors; the impact on their financials moving forward of having more towers, additional impacts of the anticipated Viom acquisition, etc. Furthermore, what about any increases in the average number of tenants per tower, impacts on revenue and profits, and the subsequent impact on ability to pay down the debt? What is the longer-term prospects in light of all of the above?

    In short, take the information above, condense it to 1/3 the words, and make an introduction to a more thorough analysis with context and actionable information, and boom you've got a winner! As it is currently it's a high-level introduction to just one facet of the company's financials and operations that can only pique interest but not be acted on.
    Apr 1 11:18 AM | 4 Likes Like |Link to Comment
  • The Only 20 Companies That Matter [View article]
    Fantastic article, thank-you. +1 following
    Mar 29 02:10 AM | 1 Like Like |Link to Comment
  • 3 Compelling Reasons Why You Should Dump Corning [View article]
    Saying "no offense" doesn't make a comment less offensive, but some things do need to be said. Be honest with your opinions! If an author can't handle criticism of their writing they shouldn't submit articles here!

    I too found this article shallow on analytic details, but at least it delivered on the title's premise. Will I dump my GLW based on these opinions? No, that would be silly. But a few negatives to contemplate as I set price targets, based on the ENTIRE value Corning has, not just these three minor and speculative tidbits.
    Mar 19 01:16 PM | 1 Like Like |Link to Comment
  • Office For iPad Is Coming And Should Give Microsoft Earnings A Boost [View article]
    Everyone needs to keep in mind the differences between consuming and creating content. Save for those iPad owners who have invested in a keyboard, Office for iPad will primarily be used for consumption, and it's helpful to think of the iPad as a companion device. I use my 8" Win tablet this way now, creating content on my ultrabook but bringing the smaller, lighter device to meetings.

    In short, this is a good move by MSFT. It will cause a small loss in OS revenue, which will be offset many-fold by the increase in Office revenues. Also, because many iPads are not corporate devices, they'll be capturing revenues from consumers in addition to the corporate licensing. Great move I say!
    Mar 19 10:39 AM | Likes Like |Link to Comment
  • Windows OS Phones Should Increase Market Share In 2014 And Begin To Rival iOS [View article]
    Interesting article and observations Michael, thank-you. I'd like to see a bit more details about what this means to the relative organizations - e.g. how much Apple depends on the app store and iTunes purchases from iOS, ad-based revenue (and ditto for Google), and how much of a market that actually represents in these markets MSFT is gaining space. I.e., so Microsoft is "winning", but what are they actually winning? If it's a big box of nothing, what's the point? If these emerging markets are the internet consumers of the next decade and the secondary market / profits to an established mobile OS is HUGE, then this is big news.

    I myself own a Windows Phone, 3 Win 8.1 devices, and have in the past owned both an iPhone and an Android. I recently got a Samsung Note 3 to play with for almost 2 weeks, and spent almost 2 weeks wishing for my Samsung Ativ S WP8 to come back to me. Performance for my device, a full year and 2 generations older (similar HW to GS3 / Note 1) is very good in comparison. I'd love to see the ecosystem thrive for personal reasons, but as a long MSFT I'd much rather see that this is a fruitful strategy they're pursuing. Thanks again.
    Mar 7 09:06 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Does The Weakness In Housing Threaten The Economy And Stocks? [View article]
    Thank you for yet another great article!
    Feb 25 09:24 PM | 1 Like Like |Link to Comment
  • The Apple / ARM Disruption Of Intel Gains Momentum [View article]
    Stevenly, assuming you're serious in your questioning, the proper answer to your question depends in a large part on your investment objectives. Be cautious in who you accept advice from.

    In general you'll get a "yes" from anybody who feels Intel will underperform based on a risk-adjusted basis or if they feel it will be a losing investment vs. holding cash. This is essentially saying you are worse off holding Intel, on average, adjusted for risk, than another option (cash, another security, possibly ARMH).

    You'll also get a "yes" from a lot of other people who (A) don't understand risk, (B) don't know your objectives (growth, income, etc.), or (C) have a strong opinion and want to share it.

    You don't NEED to talk to an investment professional, but you should probably think about your objectives, collect information from a multitude of sources, look at those sources' track records (Ashraf is super smart and great at technology, bad at understanding stock movement, mainly due to apparent inexperience). And make the decision that's right for you.

    I hold INTC, don't hold ARMH; INTC is part of my more stable, longer-term holdings intended to outperform bonds, cash, etc. I have higher risk securities (in and out of tech) that I feel better about than ARMH for my objectives and risk tolerance. INTC is not right for everyone, even an INTC bull may be better off in other investments.

    If your question was in jest and not serious, then: Good one! Hahahaha!!! :-)
    Feb 6 12:50 PM | 1 Like Like |Link to Comment
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