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doggiecool

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  • Who Buys Micron? [View article]
    who wouldn't agree with pizza and beer?
    Jul 6, 2015. 04:11 PM | 2 Likes Like |Link to Comment
  • GrubHub: CEO Dumping Shares As Competition Intensifies [View article]
    @Tru,
    read this article. Michael runs a restaurant in Chicago.

    http://bit.ly/1NM4HVI

    He has stated that his experience with GRPN's To Go service is already on par with Grub. His restaurant has been using Grub for a few years. Note: He does think Grub and GRPN's To Go service will both co-exist, as he thinks the market is to large for any one company to own.

    So, if I was a wagering type of dog, I would wager that GRPN's market valuation will either go up significantly or Grub gets slaughtered. GRPN has the user base (over 100M), has the revenues (over $3B annually), has the sales force (over 12,000) and more importantly has the equity (over $1Billion in net cash).

    good luck, you're going to need it.
    Jul 6, 2015. 01:37 PM | Likes Like |Link to Comment
  • After The Recent Rout Micron Is A Very Strong Buy [View article]
    @tuckey,
    "Apparently Tim Cook and Mark Duncan are also good friends"

    I guess that's why Apple gave samsung some very large orders?
    Jul 6, 2015. 11:57 AM | 3 Likes Like |Link to Comment
  • After The Recent Rout Micron Is A Very Strong Buy [View article]
    @Sandy,
    "Samsung has completely committed their considerable financial and intellectual resources to the goal of dominating memory chip production"

    They did the exact same thing for their hard drive business. Guess what? They couldn't compete and went out of business (sold themselves)
    Jul 6, 2015. 11:54 AM | 4 Likes Like |Link to Comment
  • GrubHub: CEO Dumping Shares As Competition Intensifies [View article]
    @Tru,
    but GRPN currently has about 5 times more users than Grub. Does about 10X more revenues. Has $1 billion in net cash. Has over 12,000 employees compared to GRUB's 1,000. Yet its market valuation is cheaper than Grub.
    So either of 2 things happen... Grub's valuation gets slaughtered OR GRPN's share price doubles (if it makes inroads into the food order/delivery industry).

    good luck, you will need it
    Jul 6, 2015. 10:52 AM | Likes Like |Link to Comment
  • The Vision Groupon Fails To Sell You [View article]
    Michael,
    nice article. I voice that exact same issues with Eric Lefkofski and Brad Keywell, along with the BODs and upper management at GRPN. They are a bunch of BRAIN DEAD Umpa Lumpas. They have the worst corporate governance on Wallstreet. e.g. Keywell gets paid a quarter million a year for being just a board member, yet he already has 40M shares and is liquidating them like HIV.

    GRPN constantly hides their offerings to potential customers. e.g. GRPN's website and mobile app makes no mention of Ideel (flash sales site). GRPN has yet to make GRPN Pages (a YELP competitor) visible to the general public.

    For a lengthy diatribe on GRPN's failings by upper management, please read my SA Blog/StockTalks about it.
    Jul 4, 2015. 04:32 PM | 2 Likes Like |Link to Comment
  • Micron's Q3: 'Bad Moon Rising!' [View article]
    @Elisha,
    fair enough. However, you keep on stating smart phone growth. We have semantics involved there. Do you realize that the smart phone market only makes up 10% of all phone units shipped annually? It's the maturation of the NON-smartphone market that will provide the growth.

    Let's talk specific numbers then. As that is the only thing one can use to obtain true valuation metrics for MU.

    This means YOU must throw out any future mumbo jumbo prognostications. As anything in the future is by default not qualitative.

    Now, lets see, hmmmm, what can we look at that is proven facts????

    Oh, I know, let's look at report reported operating cash flow ($1.3B last quarter). Or how about EPS? Yes, let's look at EPS. For the last 2 quarters, MU has posted 81 cents and 54 cents. That's a total of $1.35 in what was supposed to be the worst part of the year. That's almost $1.3B in cold hard cash in just 1 half year. Also, MU retired about $700M in converts. To do that and still make a boat load of money is unbelievable.

    Amazing how people throw out a perfectly good investment, because of UN-qualatative rumors (i.e Samsung flooding the market).
    Jul 4, 2015. 04:03 PM | 3 Likes Like |Link to Comment
  • Micron's Q3: 'Bad Moon Rising!' [View article]
    @Elisha,
    do you know what a 'reference design' is?
    It's a BSP. An advanced prototype, that is out of form factor. Typically companies like TI, QC deliver these units to the OS and handset manufacturers, thus all the compatibility issues can be worked out before baking the design into silicon. It's not a pipe dream, it's soon to be reality.

    I think one has to take a step back and digest how many new avenues are using dram/nand in their widgets. From drones to GoPros to watches. These are all hitting mass adoption in the consumer markets. This is new ground as far as dram/nand consumption goes.
    Jul 2, 2015. 04:32 PM | 1 Like Like |Link to Comment
  • Micron -18.7%; Street focuses on PC sales, 20nm DRAM transition [View news story]
    similar trading occurred on Nokia...

    During Nokia's share price collapse, Nokia went from $5 to $3 after Morgan Stanley downgraded the stock. They were one of the last to downgrade. At the same time they were acquiring a massive position in NOK. Not to be out done, Simon of Goldman Sucks came in and POUNDED the table stating NOK was not going to make it. This pressured the stock down below $2. Like thieves, Goldman Sucks proceeded to load up in the $2 range. It was a cluster f. A grand old Dog pile. Who can get the lowest price. Exactly what we just witnessed on MU.
    Jul 2, 2015. 01:06 PM | 2 Likes Like |Link to Comment
  • Micron's Q3: 'Bad Moon Rising!' [View article]
    @Adbu,
    you forgot the MOST IMPORTANT PART....

    QUIT PLAYING AROUND WITH OPTIONS!!!!!
    Jul 2, 2015. 12:59 PM | 5 Likes Like |Link to Comment
  • No Deal To Be Had With Groupon Shares [View article]
    there are no laws against stupidity
    Jul 2, 2015. 11:50 AM | 1 Like Like |Link to Comment
  • Micron's Q3: 'Bad Moon Rising!' [View article]
    @Elisha,
    MU management stated in their conference call...

    "We are also seeing a pull-in of next generation 4G LTE chipsets in reference designs that double the content of both DRAM and NAND from 2 gigabytes to 4 gigabytes of DRAM and from 8 and 16 gigabytes NAND to 16 and 32 gigabyte configurations. Micron continues joint validations for low power DDR4 across chipset platforms. LP4 adoption is currently limited to the very high end of the markets today but will be adopted more broadly in calendar 2016."
    Jul 2, 2015. 11:44 AM | 3 Likes Like |Link to Comment
  • GrubHub: CEO Dumping Shares As Competition Intensifies [View article]
    I think the single biggest threat to Grub is Groupons new 'To Go' service. Does EXACTLY what Grub does. Its ramping up in Chicago in July.
    Jul 1, 2015. 06:35 PM | Likes Like |Link to Comment
  • Here's Why GrubHub Is A Buy [View article]
    @Jason,
    are you aware of groupon's entry into the market? They are ramping up 'To Go' in Chicago as we speak.
    Jul 1, 2015. 06:32 PM | Likes Like |Link to Comment
  • Here's Why GrubHub Is A Buy [View article]
    @Kicker,
    did you also know that Groupon will soon be offering the EXACT same features that GrubHub offers?
    Jul 1, 2015. 06:30 PM | Likes Like |Link to Comment
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