Seeking Alpha
  • John Motyka
    Shout out to OZJ. Surely ALU's library of patents from the Bell Lab days is worth more than $2. Be in there and wait for it...JDM
    11/12/11
    Reply (6)
    • avickrey: jdm, why though? they're burning through cash, even if they monetize patents, need to get cash positive from ops to deliver value. see KODK.
      11/12/11
    • John Motyka: KODK is a good point. But still...to shift the paradigm may be worth the wait. ALU will make cell phone relay towers obsolete...JDM
      11/13/11
    • BruceLee1984: avickrey poor example to compare Eastman Kodak to Alcatel-Lucent. I will go through the detials if need be. Market has overreacted on ALU.
      12/7/11
    • avickrey: Stock is down over 16% from when I said this. SPY up 2.9%. If you want 2 spec in a co that burns cash, be my guest. I'll take the sure thing
      12/7/11
    • BruceLee1984: THe cashburn is dissapointing however earnings have improved year over year. The companys balance sheet actually is not as bad as it seems
      12/7/11
    • BruceLee1984: I say in one year time this stock will be much higher then 1.67 and a lot bigger % gain vs SPY.
      12/7/11