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  • Micron And Intel: Occam's Razor  [View article]
    I do not know what it means
    Feb 12, 2016. 03:37 PM | Likes Like |Link to Comment
  • Seagate's Bag Of Tricks Is Almost Empty  [View article]
    @jason,
    Do your realize, that anyone short STX has to pay the dividend?
    Feb 12, 2016. 03:27 PM | Likes Like |Link to Comment
  • Seagate's Bag Of Tricks Is Almost Empty  [View article]
    @Jason,
    so of the $750M/year that gets paid in dividends, who pays for that dividend?
    Feb 11, 2016. 06:57 PM | Likes Like |Link to Comment
  • Seagate's Bag Of Tricks Is Almost Empty  [View article]
    and that's why EMC decided to call it quits and sell itself.
    Feb 11, 2016. 06:56 PM | Likes Like |Link to Comment
  • Groupon: Moving In The Right Direction?  [View article]
    AWSOME!!! Congrats on your trade!
    You just made more money than what Groupon will make in 2016 :)
    Feb 11, 2016. 01:35 PM | 1 Like Like |Link to Comment
  • Micron And Intel: Occam's Razor  [View article]
    "Investors of good will need to engage in constructive conversations and debates with like minded colleagues in an effort to further the process of discovering"

    The problem is, that when MU was in the process of crashing from $25 to single digits, none of these 'good will' SA experts wanted to talk about the POSSIBILITY of MU doing NEGATIVE EPS. They only wanted to play the old Rope a Dope, ala Sugar Ray Leonard and talk about pie in the sky.
    Feb 11, 2016. 01:21 PM | Likes Like |Link to Comment
  • Micron And Intel: Occam's Razor  [View article]
    @Ben,
    you call that a knife????

    "Chairman/CEO Stephen Luczo has disclosed he bought 175K Seagate (STX +6.7%) shares yesterday at $30.43, and another 25K later in the day at $28.36. His stake now stands at 1.63M shares."

    and a 9% dividend

    wow. talk about a big canary!
    Feb 9, 2016. 01:19 PM | Likes Like |Link to Comment
  • The DRAM Process Node Roadmap  [View article]
    @semi,
    " Wall Street has already voted, but Micron is doubling down anyway."

    yes, that's what happens when MU execs piss on share holder value
    Feb 9, 2016. 12:08 PM | Likes Like |Link to Comment
  • Micron And Intel: Occam's Razor  [View article]
    @Buff,
    initially it was to save everyone from playing with options on the deep MU options. That effort appeared to land on deaf ears.

    Now, my job is to warn folks about assuming MU will get to positive EPS after this or next quarter. Haven't you heard? Most MU options players are betting on profits towards the end of 2016. I'm also trying to warn folks that THIS might not be the bottom, (as far as industry troughs go).

    So far, I have not heard a single word coming from MU execs stating when they expect to see profits again.

    You see, that's the nutz and bolts of investing. EPS. The rest of the pixie dust stories (XPoint, Automata and HMC) should not be used as an investment thesis.

    Now, my question to you. Why are you on this message board (besides fanny slapping other longs)?

    tia
    Feb 8, 2016. 08:18 PM | 2 Likes Like |Link to Comment
  • Micron And Intel: Occam's Razor  [View article]
    "Highly concentrated long Micron and Intel calls."

    Academy nominated Bruce Campbell, stars in the sci-fi thriller, 'Death Wish 2016 - To Catch a Falling Knife'. Special cameo appearance by Charles Bronson.
    Feb 8, 2016. 01:45 PM | 1 Like Like |Link to Comment
  • Micron And Intel: Occam's Razor  [View article]
    @kg,
    for the past year, I have desperately tried to get the SA experts on MU to discuss EPS, dividend and buybacks. You know, things that directly impact SHARE HOLDER value. I got flamed broiled with no ketchup for those efforts. Instead, we get served Fantasy Ala Carte, with Automata, HMC and XPoint leading the menu.

    Good luck trying to get people to walk the talk.
    Feb 8, 2016. 10:43 AM | 1 Like Like |Link to Comment
  • Micron And Intel: Occam's Razor  [View article]
    @Buff,
    "They did pound the bujeevees out of Inotera."

    once again, they jumped the grenade for all the other memory participants (by not allowing Inotera from falling into China's hands).

    and once again, that effort circumvents the 'adding to share holder value'. As MU's share price has PLUMMETED since the deal was announced.

    fyi,
    MU doubled up on the one investment that has KILLED them recently... dram business. If that maneuver doesn't work, MU could be filing a lot of paper work.
    Feb 8, 2016. 10:39 AM | Likes Like |Link to Comment
  • Micron And Intel: Occam's Razor  [View article]
    @thur
    "The very last thing I want to see in a semiconductor company is for it to cancel its massive fab capital investments and repurchase its own stock. That would be a sign of pessimism, not optimism."

    Wow!!!!

    No. That would be the exact opposite. When a company has lots of cash and the future is extremely bright (as the current EXECS AT MU HAVE BEEN TELLING YOU FOR THE LAST YEAR, i.e. since $30), you take advantage of the situation and POUND the bujeevees out of a massive buy back.

    Not taking action when your stock is down 70% from a 2 year high, is atrocious. It speaks VOLUMES as to what management thinks of it prospects.
    Feb 5, 2016. 04:19 PM | Likes Like |Link to Comment
  • Micron And Intel: Occam's Razor  [View article]
    @Ben,
    so ask yourself this one question...

    why isn't MU using its stellar cash flow to implement a massive $3B stock buyback? Why isn't MU buying at these GUTTER prices? Surely if MU believes in its own rhetoric (about Automata, XPoint, HMC, bit growth at end of 2016, etc), it would be pounding the buy button sub $15. Yet, sadly, this 'golden opportunity' to rewards their share holders passes on by.
    Feb 5, 2016. 01:48 PM | 2 Likes Like |Link to Comment
  • Micron And Intel: Occam's Razor  [View article]
    haven't you heard? You can sue a ham sandwich
    Feb 4, 2016. 05:35 PM | 2 Likes Like |Link to Comment
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