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doggiecool

doggiecool
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  • Twitter Could Double Again: Here's How [View article]
    Grrrrrrr!
    it's $149.99 not $149
    Apr 18 03:57 PM | Likes Like |Link to Comment
  • Twitter's Numbers Game [View article]
    @value,
    one thing to consider about MU as it relates to moderating the cyclic/commodity aspects of their business...

    Micron will now be the largest DRAM/NAND manufacturer in the world...

    http://bit.ly/1eQZ0ZR

    More importantly, as it relates to NAND manufacturers, this is a VERY important article to read.

    http://bit.ly/1eQZ0ZU

    PAY ATTENTION to the last sentence in the article.

    Everything is pointing towards the same paths the hard drive manufacturers went through (take a look at their 3-4 year charts, WDC/STX).

    MU will have the luxury of balancing their manufacturing resources between NAND and DRAM, something no one else in the world has. This alone will shield it from the roller coaster of margins cycles.

    good luck
    Apr 18 01:55 PM | Likes Like |Link to Comment
  • I Thought Twitter's User-Base Problem Was Bad - It's Atrocious [View article]
    @150,
    when I get time this weekend, I will respond to your question (don't want to give a short answer to an important question).
    Apr 18 12:12 PM | Likes Like |Link to Comment
  • I Thought Twitter's User-Base Problem Was Bad - It's Atrocious [View article]
    @piptief,
    are you short right now?
    Apr 18 12:10 PM | Likes Like |Link to Comment
  • I Thought Twitter's User-Base Problem Was Bad - It's Atrocious [View article]
    @226,
    uh, lets re-wind the tape...

    [CHANNEL 5 on air reporter]: "Mabel, one of our viewers sent in this adorable pic of her grandson, who is celebrating his 2nd birthday tomorrow. If you have a photo you would like to share, please Tweet them to our @channel5 Twitter account"

    Can you explain where the 'Big difference' is? How can you not see that this GREATLY benefits Twitter? Its FREE advertising.
    Apr 18 12:02 PM | 2 Likes Like |Link to Comment
  • Why Groupon's Take Rate In North America Is Going Up [View article]
    James,
    I assume thats spam? eh?
    Apr 18 11:45 AM | Likes Like |Link to Comment
  • Twitter's Numbers Game [View article]
    @value,
    " I find it very hard to get a clear view of what will happen to supply demand going forward and I tend to avoid things I dont understand "

    Ditto. However, there are macro trends occurring in their industry, that don't change on a dime...

    1.) Capacity. Industry capacity is fairly limited due to the costs of building a fab (multi billions of dollars). SNDK has Fab5 that is scheduled to open next year. Other than that, there is limited capacity expansion going on.

    2.) Storage industry is still growing like weeds due to Cloud, Streaming, Video, Big data, etc,. The next big thing in storage will be SSD's (NAND). MU will be only 1 of 3 players that will be vertically integrated in that space. The storage requirements of the world will never plateau or shrink.

    Knowledgeable folks in the industry think the supply/demand equation will be very favorable for the next 3-5 years. If that's true, then MU's share price will benefit. Ultimately, when MU offers a dividend and announces a buyback, the shares will perform.

    Currently, I'm stuffed with MU shares, so I'm not selling/buying any shares. I just don't see any negative near term catalysts that can do damage to MU's share price.
    Apr 18 11:41 AM | Likes Like |Link to Comment
  • Twitter's Numbers Game [View article]
    @value,
    fyi, with MU's recent acquisition of Epilda, they are now a juggernaut when it comes to NAND/DRAM manufacturing. Demand is still outstripping supply. If they can maintain margins between 28 and 32% their stock goes to $40 with in 18 months. They just did 81 cents in a seasonally slow quarter. Once they retire the convertibles, look for a dividend and buyback announcement (huge cash flow machine). Todays action was based on SNDK's 19 cents beat. MU basically beat by 20 cents (analysts raised estimates weeks before announcement) and its stock got pulverized the next day. SNDK also had an analyst raise their price target to $120. The entire NAND/SSD market will be smoking during the next 3-5 years. I have a front row seat with my position in MU.

    The NAND/DRAM industry has consolidated just as the hard drive companies did. Their main competitor is Samsung. However Samsung is preoccupied by supplying NAND to internal divisions (phones, SSD's, electronics, etc). Many have MU doing over $4 IN eps. Slap a PE of 10 on it. That's what I'm waiting for.

    good luck

    p.s.
    if their margins go below 25% I will liquidate my position. However, that isn't going to happen anytime soon.

    also, I dont do any options. Don't like the game. Only invest in real shares with no time frame.
    Apr 17 10:14 PM | Likes Like |Link to Comment
  • I Thought Twitter's User-Base Problem Was Bad - It's Atrocious [View article]
    @ron,
    why would you even consider buying if indeed their user engagement will eventually go to zero?

    I think someone should take your abacus away from you.
    Apr 17 02:12 PM | 1 Like Like |Link to Comment
  • Twitter's Numbers Game [View article]
    I take it you didn't go all in on MU?

    good luck to you to.
    Apr 17 02:09 PM | Likes Like |Link to Comment
  • Twitter's Numbers Game [View article]
    @226,
    "In my opinion once TWTR breeches $39 there is no bottom."

    April 11th, TWTR $39.68

    you clearly meant to say

    "In my opinion once TWTR breeches $39 it will be a bottom."
    Apr 17 02:01 PM | Likes Like |Link to Comment
  • I Thought Twitter's User-Base Problem Was Bad - It's Atrocious [View article]
    i believe TWTR has a patent for that
    Apr 17 10:48 AM | Likes Like |Link to Comment
  • I Thought Twitter's User-Base Problem Was Bad - It's Atrocious [View article]
    @226,
    lets not get ahead of our selves
    Apr 17 10:48 AM | Likes Like |Link to Comment
  • I Thought Twitter's User-Base Problem Was Bad - It's Atrocious [View article]
    sure you did
    Apr 17 10:45 AM | Likes Like |Link to Comment
  • I Thought Twitter's User-Base Problem Was Bad - It's Atrocious [View article]
    @226,
    I guarantee you that the majority of people would agree with my assertion, that if one consumes Twitter content, they are a Twitter user. In fact, since Twitter doesn't have to pay those channels to 're-tweet' the tweets, TWTR is getting FREE advertising. G almighty, Twitters business model is every bankers wet dream.

    p.s.
    I just started to notice that news outlets are now starting to integrate Twitters video/photo tagging capabilities. The phrase 'tweet us your photo' is now starting to gain steam. Once Twitter fully integrates Vine(video messaging) into their core offerings.... BOOM!!!!! $149.99 in 2-3 years. Read 'em and weep.
    Apr 17 10:45 AM | 3 Likes Like |Link to Comment
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