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aavasque

aavasque
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  • Are You Too Late For The Micron Technology Turnaround? [View article]
    I read several articles on MU this morning. One of them mentioned that investors are confused by 4Q results. I need to add that I was also confused. The communication from MU leaders was not crystal clear. It was a bunch of statements w/o clear results. Even though they pulled in a great deal with Elpida acquisition, I think they need to improve on two things: 1. 4Q results are one month and 10 days old. Need improve on releasing faster than that. 2. Summarize quarterly results in a simplified manner with future projections (they know by now how this quarter is shaping out to make a decent prediction). I do think that stock performance today are due to poor communication from MU leaders. I also think that MU board needs to do something about that. The statements created uncertainty which leads to stock instability (this what happens today). Hopefully someone in this forum can get the MU financial documents and help us to understand what to expect from MU moving forward. I think that company has solid numbers but poorly communicated. Just my opinion.
    Oct 11 03:58 PM | 11 Likes Like |Link to Comment
  • Micron misses by $0.05, beats on revenue [View news story]
    Street Insider: Micron Technology, Inc. (NASDAQ: MU) reported Q4 EPS of $1.51, $1.27 better than the analyst estimate of $0.24. Revenue for the quarter came in at $2.84 billion versus the consensus estimate of $2.7 billion.

    Why other publications says MU MISS? MU just put a home-run for the quarter that finished in August 29th (with one month with Elpida and without the benefit of increase ASPs due to Hinix fire). We should expect better EPS for current quarter that ends in November.
    Oct 10 08:50 PM | Likes Like |Link to Comment
  • Micron's FQ4: DRAM prices up, NAND prices down, margins tick higher [View news story]
    A quick take: The reported EPS is 1.71. However there is one time charge of 1.51 due to Elpida. Then EPS reduces to 0.20/Share. The reported quarter finished in August 29th before memory prices went up. so results do not reflect impact from fire in Hynix plant. These results are also with only one month of Elpida's contribution. At leat this is my understanding from statements.
    Oct 10 05:25 PM | Likes Like |Link to Comment
  • 6 Reasons Why The iPhone Will Soon Have Processors Built By Intel [View article]
    Seriously, the future looks bright for INTC. As you wait for INTC to sky-rocket you are getting a decent yield. Do you have other investing alternatives where to put $$ that provides a decent dividend with a high probability to increase value? Please let me know. This is an investor site. We are looking for alternatives. INTC looks attractive to hold for next 5 years.
    May 22 05:53 AM | 6 Likes Like |Link to Comment
  • 6 Reasons Why The iPhone Will Soon Have Processors Built By Intel [View article]
    "A7 is surely go to TSMC" May be but TSMC will be manufacturing chips with planar technology while Apple's competitors will be using chips with 3D transistors which are less leakier. From pure business perspective: Does this make sense for Apple?
    May 22 05:45 AM | 2 Likes Like |Link to Comment
  • 6 Reasons Why The iPhone Will Soon Have Processors Built By Intel [View article]
    Apple will pay a higher price because Apple customers are willing to pay a higher price as well. It is same situation with having a Mercedes or BMW. A beetle do the same job but people pay for right to brag having a BMW. It is access to best transistors (planar vs 3D). To continue bragging to have the best phones, Apple will require to have the best available chips (smaller, 3D, less leakier). In addition it secures Apple supply line.
    May 22 05:40 AM | 2 Likes Like |Link to Comment
  • 6 Reasons Why The iPhone Will Soon Have Processors Built By Intel [View article]
    It is not saving jobs at Intel. It is access to best transistors (planar vs 3D). Apple will not want to get its chips manufactured with a leakier technology. To continue bragging to have the best phones will require to have the best available chips (smaller, 3D, less leakier). In addition it secures its supply line. Take a look at Intel road-map and you will get it. It is about technology and secured supply.
    May 22 05:32 AM | 2 Likes Like |Link to Comment
  • The Past, Present, And Future Of Intel [View article]
    Intel is not standing still. Actually the last Intel chip, for mobile, performs better or similar than the best of ARM while consuming moreless same power. It seems like you keep repeating same old tale that wall street keeps singing.
    Apr 4 06:21 PM | 6 Likes Like |Link to Comment
  • ARM Proven Wrong, Intel Vindicated [View article]
    A good investor go beyond and understand markets, competitors, strategies, fundamentals, predictions, etc I guess you do not understand the technical details explained in the article. It seems like you continue making conclusions based on feelings. You should deatach of any stock and analyze careful the facts that help you to put your money where it can grow. I do not think that future is in ARM. I simply do not see the ARM technical advantages to compete against Intel. This article help me to continue putting my money (very hard earn money) on INTC.
    Mar 5 08:20 PM | Likes Like |Link to Comment
  • ARM Proven Wrong, Intel Vindicated [View article]
    it is time to connect the DOTS about Intel. It is time also to leave aside what it seems feelings about Intel and analyze carefully where Intel is headed. If you guys analyze the technical explanation in this article + Intel Investments + Intel Strategies (Foundry, Atom, Servers, etc) you will realize that this stock will fly in coming months/years. It is an opportunity that we can not miss. In addition what can we loose? INTC is close to its floor. It pay dividends. It can only move upwarsds from here. In terms of risk, it is a low risk investment paying close to 4% (even if it stays flat) and with the potential to increase value. Look at the Intel strategies and you will realize the potential ahead.
    Mar 5 08:09 PM | 1 Like Like |Link to Comment
  • ARM Proven Wrong, Intel Vindicated [View article]
    I am investor. I look for opportunities to invest and grow my nest. My learning from this technical reading: Get INTC. Simple. The facts are there simple stated. If you guys want to invest into something else it is your call (and your $). I am long INTC.
    Mar 5 07:56 PM | Likes Like |Link to Comment
  • ARM Proven Wrong, Intel Vindicated [View article]
    Great post but you guys are looking only into what is coming this year and not aventure far away into the future. Intel already put atom development to follow tick-tock cadence. This means that this year atom will be in 22 nm, next year atom will be in 14 nm, the following in 10 nm, and so on .... The benefits of smaller transistors, consuming less power, with new and optimized architectures will result in great chips. Bottom line: INTC is cheap. Do yourself a favor and get it.
    Mar 5 07:50 PM | Likes Like |Link to Comment
  • Why Intel TV Will Fail [View article]
    My view is different though. If you are a constant innovation company, there are some things that will fail. But there are also some others innovations that will stick around. If companies play safe all the time, to avoid being rated as failures, then we never will push the envelope and status quo. I do not consider Intel a failure when revenues are around 50 billion (Yep. Billions). I love it that Intel is coming all the time with new innovations.
    Feb 13 04:33 PM | 3 Likes Like |Link to Comment
  • Why Intel TV Will Fail [View article]
    The positive thing is that Intel is looking into additional revenue streams. This is excellent for stakeholders. To rate Intel TV idea good or not, we need to wait for the box to come along to understand its business proposal. Intel looks at all the possibilities before embarking into new initiatives. This gives me confidence that Intel TV proposal will be something interesting and innovative. Let’s wait and see (before publishing negative stuff)
    Feb 13 04:25 PM | 1 Like Like |Link to Comment
  • Intel's Q3 Results: A Long-Term Look Between The Lines [View article]
    Good points. I also found the results not as bad as expected. The CEO commented that this time they took a conservative approach to project Q4 revenues, which seems prudent. I see a bright future for Intel. Competitors are having trouble moving to next node. Silicon manufacturing technology + circuitry optimization will help Intel to deliver efficient atom chips for smartphones and tablets. Intel was late on this market but they will catch up. First Intel atom chip (medfield) performance is almost equivalent to best of ARM chips out-there (as anand tech reported). Medfield was made in an old silicon (which does not have the benefits of reduced leakage). In addition Intel is perfecting foundry services. They plan to play a bigger role in foundry services in coming years. This is an attractive source of future revenue. Cloud will continue to expand. Intel server chips and storage will continue doing well in coming quarters. Last the perpetual shareholder friendly approach of intel (yield and share buy-back program). INTC looks cheap.
    Oct 17 04:27 AM | 10 Likes Like |Link to Comment
COMMENTS STATS
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