Robert Castellano's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/7008/comments http://seekingalpha.com/article/944991/comments?source=feed#comment-10869551 10869551
My only complaint with the article is its comparison with Macy's. Remember Macy's filed Chapter 11 in 1992 based on its selling and product strategy (my wife worked for them at the time). ]]> Wed, 24 Oct 2012 21:08:44 -0400
My only complaint with the article is its comparison with Macy's. Remember Macy's filed Chapter 11 in 1992 based on its selling and product strategy (my wife worked for them at the time). ]]> http://seekingalpha.com/article/944991/comments?source=feed#comment-10869391 10869391
My only complaint with the article is the analogy with Macy's. Remember that Macy's filled for Chapter 11 back in 1992 based on their product and selling strategy (my wife worked for them at the time so I still remember the issues).]]> Wed, 24 Oct 2012 21:02:21 -0400
My only complaint with the article is the analogy with Macy's. Remember that Macy's filled for Chapter 11 back in 1992 based on their product and selling strategy (my wife worked for them at the time so I still remember the issues).]]> http://seekingalpha.com/article/919621/comments?source=feed#comment-10481821 10481821 Fri, 12 Oct 2012 18:21:30 -0400 http://seekingalpha.com/article/692701/comments?source=feed#comment-6959441 6959441
First Solar needs to find a way to get into silicon cells and correct their manufacturing issues to develop low-cost product. ]]> Sat, 30 Jun 2012 18:41:49 -0400
First Solar needs to find a way to get into silicon cells and correct their manufacturing issues to develop low-cost product. ]]> http://seekingalpha.com/article/580841/comments?source=feed#comment-5375511 5375511 Sat, 12 May 2012 13:57:07 -0400 http://seekingalpha.com/article/315810/comments?source=feed#comment-2126864 2126864 Fri, 23 Dec 2011 23:07:09 -0500 http://seekingalpha.com/article/281590/comments?source=feed#comment-1787726 1787726 solarpa-inc.com, after not finding $50 million to start a solar plant. My technology increases the efficiency of solar cells by 1% and uses screen printing to coat. Benefit is it is added to a finished solar cell and is not disruptive to the production of a standard cell. It probably will increase the efficiency of an Innovalight cell as well as it coats the entire cell.

The reason for DuPon't intetest is that ALL non-Chinese solar manufacturers need an edge to keep costs down to be competitive. A 50 MW plant becomes a 55 MW plant automatically by increasing a cell 1%. If you don't need the extra wattage, as is the case now with the surplus of cells, then you can still keep the 50MW output but lower your costs 10%. Read my articles in Seeking Alpha about this. ]]> Tue, 26 Jul 2011 12:48:27 -0400 solarpa-inc.com, after not finding $50 million to start a solar plant. My technology increases the efficiency of solar cells by 1% and uses screen printing to coat. Benefit is it is added to a finished solar cell and is not disruptive to the production of a standard cell. It probably will increase the efficiency of an Innovalight cell as well as it coats the entire cell.

The reason for DuPon't intetest is that ALL non-Chinese solar manufacturers need an edge to keep costs down to be competitive. A 50 MW plant becomes a 55 MW plant automatically by increasing a cell 1%. If you don't need the extra wattage, as is the case now with the surplus of cells, then you can still keep the 50MW output but lower your costs 10%. Read my articles in Seeking Alpha about this. ]]> http://seekingalpha.com/article/264171/comments?source=feed#comment-1600939 1600939 HGST) that has a 17% share. Please stop cutting and pasting secondary information you get from other publications and get your facts straight. The 9.7% share is CRITICAL to this story and acquisition.]]> Wed, 20 Apr 2011 09:56:37 -0400 HGST) that has a 17% share. Please stop cutting and pasting secondary information you get from other publications and get your facts straight. The 9.7% share is CRITICAL to this story and acquisition.]]> http://seekingalpha.com/article/263078/comments?source=feed#comment-1586952 1586952 OCD) category. In 2009, Nova had $25.2 million in revenues. Their explanation to me as to why they lumped integrated with OCD is unclear, and I wonder if it is because their core business has changed. Nevertheless, overall revenues did increase from $29.5 million in 2009 to $71.8 million in 2010, an increase of 142.5% compared ti KLACs increase of 94.3%. By the way, Nano is in the integrated metrology business and they continue to report the breakout.]]> Wed, 13 Apr 2011 10:37:52 -0400 OCD) category. In 2009, Nova had $25.2 million in revenues. Their explanation to me as to why they lumped integrated with OCD is unclear, and I wonder if it is because their core business has changed. Nevertheless, overall revenues did increase from $29.5 million in 2009 to $71.8 million in 2010, an increase of 142.5% compared ti KLACs increase of 94.3%. By the way, Nano is in the integrated metrology business and they continue to report the breakout.]]> http://seekingalpha.com/article/246127/comments?source=feed#comment-1401712 1401712 I contacted Evergreen (their CTO) on several occasions (after speaking with their Director of IR) over the past several weeks and no one has returned my call!!! This call was prompted after reading an excellent review by Dr. Duru on SeekingAlpha a month ago. ESLRD's response was "Consensus opinion among the execs that have brought his material up in IR related discussions is that his attraction to the E*Trade intra-day trend riders establish him as more of a menace than as a contributor bringing thoughtfully consider investment recommendations to SA readers."
So, instead of responding to my call of offering ESLRD a means to help them in their production, they instead poo-poo negative comments by respected writers. They are evidently in denial in my opinion, which offers little hope for their success.
By the way, SolarPA is working with several US and Chinese solar manufacturers with its NanoCoat product.]]> Wed, 12 Jan 2011 09:58:44 -0500 I contacted Evergreen (their CTO) on several occasions (after speaking with their Director of IR) over the past several weeks and no one has returned my call!!! This call was prompted after reading an excellent review by Dr. Duru on SeekingAlpha a month ago. ESLRD's response was "Consensus opinion among the execs that have brought his material up in IR related discussions is that his attraction to the E*Trade intra-day trend riders establish him as more of a menace than as a contributor bringing thoughtfully consider investment recommendations to SA readers."
So, instead of responding to my call of offering ESLRD a means to help them in their production, they instead poo-poo negative comments by respected writers. They are evidently in denial in my opinion, which offers little hope for their success.
By the way, SolarPA is working with several US and Chinese solar manufacturers with its NanoCoat product.]]> http://seekingalpha.com/article/243509/comments?source=feed#comment-1370375 1370375
Alternative energy is a hope. I wrote in a blog a year or so ago on Seeking Alpha "What's worse, importing oil from OPEC or solar from Europe and Asia"? This administration is not initiating the infrastructure. Obama stropped drilling in the eastern Gulf, but hasn't implemented an alternative.]]> Fri, 24 Dec 2010 09:13:44 -0500
Alternative energy is a hope. I wrote in a blog a year or so ago on Seeking Alpha "What's worse, importing oil from OPEC or solar from Europe and Asia"? This administration is not initiating the infrastructure. Obama stropped drilling in the eastern Gulf, but hasn't implemented an alternative.]]> http://seekingalpha.com/article/241884/comments?source=feed#comment-1354725 1354725
You state "The Trefis community predicts that Atom’s market share will increase from almost 17% in 2010 to 28% by 2013, compared with the baseline Trefis estimate of an increase from under 14% to 20% during the same period." Show the word all the market shares of all the players in the space you are talking about (by the way, what space are you talking about with this 17%?)]]> Wed, 15 Dec 2010 10:27:56 -0500
You state "The Trefis community predicts that Atom’s market share will increase from almost 17% in 2010 to 28% by 2013, compared with the baseline Trefis estimate of an increase from under 14% to 20% during the same period." Show the word all the market shares of all the players in the space you are talking about (by the way, what space are you talking about with this 17%?)]]> http://seekingalpha.com/article/236781/comments?source=feed#comment-1307300 1307300
There are a lot of misconceptions you have, primarily from reading too much instead of doing your own research. In Item 3 for example, Samsung is pushing out purchases (halting delivery on equipment booked) because they over ordered on the DRAM miscue. LRCX is the most recent company affected, so what is a $200 million check going to do, get them to buy more equipment they overbought in 2010 (search my Seeking Alpha articles and find the one on the equipment bubble burst).
In item 4, what makes you think AMAT is gaining market share to have revenues increase above the norm in 2011? Again, search my Seeking Alpha articles to find out our analysis of that misconception.
In item 5, where did you ever get that notion that AMAT being too greedy soured investors. In reality, AMAT was big on amorphous solar cells and their business tanked. That's what soured investors. Again, search my Seeking Alpha articles to find out our analysis of that ill advised comment.]]> Mon, 15 Nov 2010 10:21:31 -0500
There are a lot of misconceptions you have, primarily from reading too much instead of doing your own research. In Item 3 for example, Samsung is pushing out purchases (halting delivery on equipment booked) because they over ordered on the DRAM miscue. LRCX is the most recent company affected, so what is a $200 million check going to do, get them to buy more equipment they overbought in 2010 (search my Seeking Alpha articles and find the one on the equipment bubble burst).
In item 4, what makes you think AMAT is gaining market share to have revenues increase above the norm in 2011? Again, search my Seeking Alpha articles to find out our analysis of that misconception.
In item 5, where did you ever get that notion that AMAT being too greedy soured investors. In reality, AMAT was big on amorphous solar cells and their business tanked. That's what soured investors. Again, search my Seeking Alpha articles to find out our analysis of that ill advised comment.]]> http://seekingalpha.com/article/228541/comments?source=feed#comment-1244849 1244849
Repercussions of a Deteriorating Semiconductor Industry

It already has slowed. ]]> Wed, 06 Oct 2010 22:28:06 -0400
Repercussions of a Deteriorating Semiconductor Industry

It already has slowed. ]]> http://seekingalpha.com/article/220787/comments?source=feed#comment-1167645 1167645
Microsoft on Thursday reported weaker-than-expected quarterly revenue and again declined to offer a forecast for the current quarter.
With sales dropping during its second quarter Nvidia's decided to write off a whole bunch of old chip inventory and take a write down against a proposed settlement of a chip packaging lawsuit hanging over it since late 2008.
An overnight report from a Taiwan-based newspaper said flat panel makers are cutting orders to LED makers. That echoes concerns last month from Piper Jaffray, which warned bookings in the LED and solar-cell areas may have peaked.
Asustek expected to revise down motherboard shipment target for 2010

Call me on my cell at 610-737-7596 if you wish to discuss further]]> Tue, 17 Aug 2010 10:34:22 -0400
Microsoft on Thursday reported weaker-than-expected quarterly revenue and again declined to offer a forecast for the current quarter.
With sales dropping during its second quarter Nvidia's decided to write off a whole bunch of old chip inventory and take a write down against a proposed settlement of a chip packaging lawsuit hanging over it since late 2008.
An overnight report from a Taiwan-based newspaper said flat panel makers are cutting orders to LED makers. That echoes concerns last month from Piper Jaffray, which warned bookings in the LED and solar-cell areas may have peaked.
Asustek expected to revise down motherboard shipment target for 2010

Call me on my cell at 610-737-7596 if you wish to discuss further]]> http://seekingalpha.com/article/212741/comments?source=feed#comment-1092179 1092179 Thu, 01 Jul 2010 13:36:57 -0400 http://seekingalpha.com/article/211245/comments?source=feed#comment-1080086 1080086 Thu, 24 Jun 2010 06:59:48 -0400 http://seekingalpha.com/article/211245/comments?source=feed#comment-1079587 1079587 Wed, 23 Jun 2010 16:15:39 -0400 http://seekingalpha.com/article/209389/comments?source=feed#comment-1060899 1060899 Thu, 10 Jun 2010 10:49:46 -0400 http://seekingalpha.com/article/194993/comments?source=feed#comment-948705 948705 Tue, 23 Mar 2010 10:26:13 -0400 http://seekingalpha.com/article/195031/comments?source=feed#comment-948699 948699 Tue, 23 Mar 2010 10:23:59 -0400 http://seekingalpha.com/article/194883/comments?source=feed#comment-948672 948672 Tue, 23 Mar 2010 10:10:13 -0400 http://seekingalpha.com/article/193291/comments?source=feed#comment-934459 934459 Fri, 12 Mar 2010 12:18:09 -0500 http://seekingalpha.com/article/191394/comments?source=feed#comment-919738 919738 Tue, 02 Mar 2010 09:54:36 -0500 http://seekingalpha.com/article/190010/comments?source=feed#comment-909530 909530 Tue, 23 Feb 2010 09:57:59 -0500 http://seekingalpha.com/article/189442/comments?source=feed#comment-904202 904202 Fri, 19 Feb 2010 10:32:40 -0500 http://seekingalpha.com/article/186520/comments?source=feed#comment-882306 882306 Thu, 04 Feb 2010 13:01:13 -0500 http://seekingalpha.com/article/182507/comments?source=feed#comment-851031 851031 Thu, 14 Jan 2010 12:57:52 -0500 http://seekingalpha.com/article/181765/comments?source=feed#comment-843865 843865 Sun, 10 Jan 2010 16:43:31 -0500 http://seekingalpha.com/article/181765/comments?source=feed#comment-843511 843511 Sun, 10 Jan 2010 12:33:49 -0500