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doggiecool

doggiecool
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  • Micron: Maybe It Isn't Different This Time [View article]
    Just wanted to clarify my comment "Going forward, they are going to target the mid to low end of the mobile market... $100-$300 smartphone market"

    The low/mid market translates to 200-250 million units per year. Its massive. Both Samsung and MSFT(via Nokia) have identified that battlefield numerous times.
    Aug 3 09:51 PM | 1 Like Like |Link to Comment
  • Micron: Maybe It Isn't Different This Time [View article]
    @russ & everyone,
    I think one has to understand Samsungs immediate business directive...
    Fix their mobile phone business.
    EVERYONE that follows the mobile industry (yours truly), knows what Samsung is going to do. Going forward, they are going to target the mid to low end of the mobile market... $100-$300 smartphone market. PERIOD. No ifs ands or buts. Now, to do this, they need to boost DRAM capacity. By having raised DRAM pricing by 10%, Samsung is trying to gain smartphone market share! not DRAM market share. Will it work? I doubt it.

    Ps
    What do you think happens to MU share price when it starts paying a dividend?
    Aug 3 03:35 AM | 6 Likes Like |Link to Comment
  • Will Micron Move Up With SanDisk? [View article]
    @some & RSA & minions,
    just sold my AMD at $4.00

    Almost 10% in 2 weeks. I realize this isn't much, but hey, it was EASY money...

    ...loose pocket change that AMD investors dropped on the floor and no one wanted to pick up.... except big aka Doggie in Da House!!!!
    Aug 1 10:36 AM | Likes Like |Link to Comment
  • Twitter 2Q2014 Preview: Operating Metrics Still Matter [View article]
    Glad I wasn't on the sidelines like this author was.
    Jul 29 10:08 PM | Likes Like |Link to Comment
  • Twitter: 3 Reasons Why I Am Bullish [View article]
    Got my fingers crossed that TWTR holds $50 tomorrow. If it does, get out of the way.
    Jul 29 05:18 PM | Likes Like |Link to Comment
  • Despite Positives, Twitter Is Not A Recommended Buy For The Near Term [View article]
    @22,
    thanks,
    however the stock market is like the weather... good one day, bad the next.

    I think the bigger litmus test for TWTR's share price is how it behaves during the next couple weeks. If TWTR can't hold $45 plus during the next couple weeks, then I will consider lightening up my position. If it can maintain $45 or more, then I think its clear sailing for a few more quarters.
    Jul 29 05:16 PM | Likes Like |Link to Comment
  • Twitter: 3 Reasons Why I Am Bullish [View article]
    Who's your DADDY?
    Who's YOUR DADDY?
    WHO'S YOUR DADDY???
    Jul 29 04:28 PM | Likes Like |Link to Comment
  • Despite Positives, Twitter Is Not A Recommended Buy For The Near Term [View article]
    Who's your DADDY?
    I said, WHO'S YOUR DADDY?
    I SAID, WHO'S YOUR DADDY????

    p.s.
    I'll update my percentage of returns on my 4 TWTR investments tomorrow. Hopefully I'll be sober enough to remember :)
    Jul 29 04:23 PM | Likes Like |Link to Comment
  • Good Memory's' Are Over - Micron, Hynix, Inotera, Nanya Tech, Sandisk [View article]
    @Mr Spacely,
    "anyone who thinks you can compare the memory IC industry and the HDD industry is badly mistaken and you will be sadly surprised when you realize it too late. "

    Well, when the hard drive companies offered 7.7% dividends, I jumped on it to the tune of a quarter million.

    Then a year ago, when I COMPARED THE DRAM/NAND industry to the trajectory of the hard drive industry, I jumped on it to the tune of another quarter million.

    Call me a sucker. But don't say I will be sad.
    Jul 28 01:02 PM | 1 Like Like |Link to Comment
  • Nokia: Now Comfortably Waiting For The Advanced Technologies Catalyst [View article]
    @Tim,
    "it definitely isn't costing money to hold it"

    as a share holder, it sure is costing an ROI.

    There are many investors that want to invest in pure plays. If you invest in Nokia for its Networking, you are punished because of the vagueness of HERE and the millions it takes to operate the business. Like wise, if you want to only invest in Nokia for its Mapping and IP, you get punished because of the massive operational costs of running the Network division.

    Nokia will always LAG peer valuations due to this fact. Its not a pure play investment.

    Eventually, when sht hits the fan, they will sell the entity to MSFT. The amount or transaction will not be up for vote, since its a minor part of Nokia's business. Just think, Nokia almost let HERE be part of the MSFT deal for a few hundred million. If it did go to MSFT, what recourse would Nokia investors have? None, zilch, nada.

    The longer Nokia obfuscates and buries HERE from the public eye, the better chance they have of 'stealing' it from share holders.
    Jul 25 02:10 PM | Likes Like |Link to Comment
  • Nokia: Now Comfortably Waiting For The Advanced Technologies Catalyst [View article]
    They kept the wrong quarterback :)
    Jul 25 12:45 PM | Likes Like |Link to Comment
  • Nokia: Now Comfortably Waiting For The Advanced Technologies Catalyst [View article]
    @Tim,
    well if they are only doing 40-50M annually, then they should IPO it. Thus, if the street gives it a 200M valuation, you can load the boat up on its shares. As we know, billions of untapped value lies in the HERE division. It makes perfect sense.
    Jul 25 11:48 AM | Likes Like |Link to Comment
  • Nokia: Now Comfortably Waiting For The Advanced Technologies Catalyst [View article]
    @jng & Tim,
    "They have said many times that this division will remain flat. They will continue to invest heavily into HERE with a long term view."

    Seems like they are replicating the Amazon model :)

    Listen folks, I'm not saying SELL the entity. I'm saying IPO the division. Allow a Nokia share holder to invest or not invest in the HERE division.

    It seems we have a bunch of knuckle headed people that think keeping HERE and all of its business metrics hidden in a dark cesspool is a great thing for investors. Think about it folks, why wouldn't you want it to be IPO'ed? You will still have ownership of HERE. However, YOU WILL BE ABLE TO LIQUIDATE THAT INVESTMENT independent of your Nokia Networks and NT investment.

    It's not rocket science.
    Jul 25 11:45 AM | Likes Like |Link to Comment
  • Nokia: Now Comfortably Waiting For The Advanced Technologies Catalyst [View article]
    @Tim,
    its been a few quarters since I last looked or listened to a Nokia CC. I'm commenting on what I saw in the release.

    I saw that Nokia did about $400M in EPS. Is this correct? If so, how can my 4 quarters X $400M = $1.6B be so wrong? Thanks in advance.

    Let me get this straight... Nokia bought 49% of NSN from Siemens for about $2B. Thus, about one year ago, NSN's street value was $4B. back then, they had considerably more network revenue and were doing between 7% and 11% margins. Today, they are doing similar margins and less revenue, but somehow we are supposed to believe that NSN is now worth $20B plus???? Wow! From $4B to $20B in a matter of a few quarters. How did Simon (NYSE:GS) and Ferragu (Berstein) get this equity SO, SO, SO WRONG???? Were they in fact front running for their clients to scam investors? Sure sounds like it eh?

    p.s.
    I'm just trying to caution everyone to the idiocy of Nokia's market valuation... past and present. There's no rhyme nor reason. I cannot invest in that kind of gamemanship.
    Jul 25 11:11 AM | 1 Like Like |Link to Comment
  • Nokia: Now Comfortably Waiting For The Advanced Technologies Catalyst [View article]
    @La Rue,
    not better than my Lambo yellow 1020 :)
    Jul 24 03:55 PM | 2 Likes Like |Link to Comment
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