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nlitwinetz

nlitwinetz
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  • Potential Acquisition And Break-Up Value Represent Huge Upside For Nuance Communications [View article]
    Products like Powerscribe and PowerShare fall under the "Healthcare" division. There is no "Medical Imaging" division, there is only the "Imaging" division which consists of products like Equitrac, Copitrak, eCopy ShareScan and Omnipage. The revenues that the author ascribes to the "medical imaging" division are generated by the print/scan/OCR products I mentioned above and have nothing to do with the healthcare industry.
    Jan 7, 2015. 04:32 PM | 1 Like Like |Link to Comment
  • Potential Acquisition And Break-Up Value Represent Huge Upside For Nuance Communications [View article]
    Nuance does NOT have a medical imaging division. It has an imaging division, but this is comprised of OCR, print management and scanning workflow solutions (they have little presence in the medical vertical).
    Your list of potential acquirers is absurd. Twitter has zero interest in about 95%of Nuance's business. Sure it would make sense for Twitter to USE the technology but not buy it.
    Jan 7, 2015. 11:10 AM | 5 Likes Like |Link to Comment
  • At Apple, There's No Need For Tim Cook To Be Revolutionary [View article]
    If the IP6's only competition was the IP5, then, yes, it will win out. Unfortunately, Apple is playing catch-up with the rest of the industry...and they aren't doing a very good job of it.
    Apple needs to move ahead in leaps and bounds so that they can justify their high margin. Right now they offer a piece of inferior technology at a very high price tag.
    Sep 19, 2014. 11:06 AM | 4 Likes Like |Link to Comment
  • GT Advanced Technologies: How The Bulls Got It So Wrong [View article]
    I'm trying to understand your math...you claim they only need 100 furnaces to supply sapphire to watches and then another 200 for sapphire laminate. That means the grand total of furnaces that GTAT will need to fully supply Apple is 300? What the heck would they do with the extra 1 million square feet of space in the building?
    Sep 17, 2014. 04:23 PM | 6 Likes Like |Link to Comment
  • GT Advanced Technologies: Is A 40% Fall Reason To Buy? [View article]
    I expect a few things out of the upcoming call.
    1. Confirmation of guidance.
    2. Announcement of Merlin partners/sales.
    3. Announcement of Hyperion partners/sales.
    4. TG dodging a billion questions about Apple that he can't answer.
    Sep 17, 2014. 11:03 AM | 5 Likes Like |Link to Comment
  • GTAT continues to tumble as downgrades roll in [View news story]
    If we still believe in GTAT guidance, then people should be buying stock hand over fist. If they can do $600M in sales WITHOUT sapphire on the iPhone, just imagine what they will do once Apple starts buying all that sapphire that GTAT is producing. Of course, if guidance was incorrect then there is a good chance GTAT could go bankrupt. Who would want to do business with GTAT after their failure to execute cost Apple billions of dollars worth of sales?
    Sep 10, 2014. 12:58 PM | 1 Like Like |Link to Comment
  • GTAT continues to tumble as downgrades roll in [View news story]
    I would LOVE LOVE LOVE for GTAT IR to reiterate guidance. Right now everyone seems to think that GTAT's numbers are full of ****.
    Sep 10, 2014. 12:53 PM | Likes Like |Link to Comment
  • Apple's iPhone 6 Market Impacts [View article]
    My thoughts exactly. Apple had a chance to leapfrog the competition with this release, but the best they could do was catch up with last year's models.
    The only thing that looks promising is Apple Pay...and only because Apple has the market share to bring digital payments mainstream. Of course...since it is Apple, they will probably insist that their mobile payment partners won't accept non-Apple devices.
    Sep 9, 2014. 11:42 PM | 1 Like Like |Link to Comment
  • Apple event kicked off, iPhone 6 introduced [View news story]
    Would have been nice of them to say "ion strengthened sapphire"...guess we will have to wait for tear-downs or something.
    Sep 9, 2014. 01:36 PM | Likes Like |Link to Comment
  • GT Advanced Technologies And The Conglomerate Discount [View article]
    I don't get the conglomerate comparison. GTAT is 100% in the crystal production business. They make equipment that grows crystals and they also grown crystals themselves. The only product offering that isn't directly crystal production related is Merlin. I don't think the uncertainty in price has anything to do with being a conglomerate. The issue is that a HUGE percentage of their revenue for this year is coming from a single customer (Apple) for a single product (Sapphire). If anything goes wrong with this customer or product, disaster could follow. Analysts are currently having trouble looking past Sapphire and Apple to what will drive the bottom line in 2015 and 2016...but with good reason. Take away the revenue from Apple/Sapphire and GTAT's future is dependent on unproven products (Merlin, Hyperion, etc.).
    Sep 2, 2014. 09:17 AM | 5 Likes Like |Link to Comment
  • GT Advanced Technologies Is On Target To Produce Sapphire For The iWatch And iPhone 6 [View article]
    Math?
    If you assume an ASP of $8.7 per screen and use the 70M screen number then that works out to about $600M of Sapphire revenue. Add in another $100M from other business units and you have the $700M guidance number. Of course, all these numbers are estimates but it is pretty clear that Sapphire will be on all IPhones.
    Aug 22, 2014. 01:30 PM | 1 Like Like |Link to Comment
  • Apple's iWatch Profit Potential [View article]
    "GT Advanced Technologies' (NASDAQ:GTAT) recent acknowledgement that they would only be starting production at the Mesa, AZ plant this month"
    Where do you get that from? The link you included says nothing of the sort.
    Aug 21, 2014. 01:53 PM | Likes Like |Link to Comment
  • Apple: 4 Potential Takeover Targets [View article]
    Yeah, an acquisition of GTAT doesn't make sense unless Apple plans to get into the solar business.
    Aug 21, 2014. 11:51 AM | 2 Likes Like |Link to Comment
  • Apple: 4 Potential Takeover Targets [View article]
    I think he is talking about Elon Musk. Reading between the lines, GTAT is going to be supplying SolarCity's new megafactory with Merlin.
    Aug 21, 2014. 11:50 AM | 3 Likes Like |Link to Comment
  • CLSA's GTAT downgrade focuses on yields/margins; GLW higher [View news story]
    It seems like Yole can't do math. GTAT reported $220M worth of deferred revenue in Q2. Even if you assume that half of that is equipment revenue (which would be great for GTAT since equipment has better margin) then that leaves $110M worth of deferred sapphire revenue. Using an ASP of $8.90, that works out to a little over 12M screens...that were ready to be shipped at the end of Q2. Using a more realistic ratio of Sapphire to Equipment ratio and factoring in the sapphire that GTAT has produced (and is producing) since the end of Q2 and it seems very realistic that there will be enough Sapphire to cover all IPhones for a September launch.
    Aug 20, 2014. 01:45 PM | 5 Likes Like |Link to Comment
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101 Comments
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