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doggiecool

doggiecool
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  • Micron's Q3: 'Bad Moon Rising!' [View article]
    The benefit going forward, is time will fix the manufacturing issues. It's not like there are going to be new entrants into the dram/nand markets. However, its definitely a lost opportunity.
    Jun 26, 2015. 05:26 PM | Likes Like |Link to Comment
  • Micron's Q3: 'Bad Moon Rising!' [View article]
    @User,
    forgot to mention...
    it's days like this, why no one should be playing with options. Hopefully the kids haven't been hurt to much.
    Jun 26, 2015. 05:11 PM | Likes Like |Link to Comment
  • Micron's Q3: 'Bad Moon Rising!' [View article]
    @User,
    agreed. FYI, I have 2 more years and I'm out of the markets completely.

    FYI, you speak of a word that's fuel for FEAR and GREED. That word is confidence. It's what drives the markets, the CHURN. They'll have you believing the Sun doesn't rise. With enough fear, you will believe it.

    p.s.
    management needs a refresher course via the Toast Masters Club.
    Based on the CC presentation, it's hard to believe crisis management is what they do on a daily basis :)
    Jun 26, 2015. 05:09 PM | 1 Like Like |Link to Comment
  • Micron Technology's (MU) CEO Mark Durcan on Q3 2015 Results - Earnings Call Transcript [View article]
    @white,
    the voice presentation was atrocious. It was completely disorganized. Especially during the Q&A. I give them an F-
    They seemed to be completely stunned by the questions and really seemed to punt on a lot of them.
    Jun 26, 2015. 05:01 PM | 4 Likes Like |Link to Comment
  • Micron Technology's (MU) CEO Mark Durcan on Q3 2015 Results - Earnings Call Transcript [View article]
    @steve,
    so you think that the smartphone market has been saturated?
    Think again. Even entry level 'dumb phones' have 1GB of dram with 8GB of flash.
    By 2020, there will be over 4 billion cellphones with lots of dram and NAND.
    As stated else where, the next gen of 4G-LTE phone hitting the market are going with 2-4GB of dram and 16-32GB of nand. That's up from 1-2GB and 8-16GB respectfully.
    Jun 26, 2015. 04:59 PM | 3 Likes Like |Link to Comment
  • Micron's Q3: 'Bad Moon Rising!' [View article]
    " It’s not about Industry oversupply or even surprisingly weak PC demand, it’s about execution. "

    BINGO.

    And execution issues can be fixed.
    Jun 26, 2015. 02:55 PM | 4 Likes Like |Link to Comment
  • Micron -6.8% after FQ3 miss, soft FQ4 outlook (updated) [View news story]
    @bob,
    MSFT is barely flinching.
    If the PC is dead, then we have a major market melt down coming.
    Jun 26, 2015. 02:32 PM | 1 Like Like |Link to Comment
  • Micron's Q3: 'Bad Moon Rising!' [View article]
    @bob,
    "that will pay dividends in 2016 and beyond."

    as I have stated before, 2016 will bring dividends :)
    Jun 26, 2015. 02:18 PM | 1 Like Like |Link to Comment
  • Micron -6.8% after FQ3 miss, soft FQ4 outlook (updated) [View news story]
    @kg,
    I took the biggest 1 day hit in my investing career today.
    Averaged down at 19.75

    fyi,
    it seems like everyone thinks they're going to wake up tomorrow and see that their cellphones don't use dram nor nand anymore. It's been replaced by a stick of butter.
    Jun 26, 2015. 02:09 PM | 6 Likes Like |Link to Comment
  • Micron -6.8% after FQ3 miss, soft FQ4 outlook (updated) [View news story]
    @xla,
    I'm a born-again long
    Jun 26, 2015. 01:38 PM | 2 Likes Like |Link to Comment
  • Micron Technology's (MU) CEO Mark Durcan on Q3 2015 Results - Earnings Call Transcript [View article]
    @steve,
    " and keep competing there in a shrinking market. "

    Shrinking market? what planet do you live on?
    Jun 26, 2015. 01:35 PM | 3 Likes Like |Link to Comment
  • Wait And See: Thoughts On The Micron Q3 Earnings Call [View article]
    I'm waiting for MERS to shut down Samsungs big plant in Korea. Then cash out at $40.
    Jun 26, 2015. 01:04 PM | 5 Likes Like |Link to Comment
  • Micron's Q3: 'Bad Moon Rising!' [View article]
    @101,
    THANKS for the input.

    So MU will do 'only' do $340M in profits next quarter.

    This temporary beating MU is going through will capitulate the convert holders. A major positive.

    The way MU is selling off, it seems people think MU will lose money next quarter.

    p.s.
    made my final purchase this morning. Will hand on until MU fixes its manufacturing issues.
    Jun 26, 2015. 12:48 PM | 1 Like Like |Link to Comment
  • Micron's Q3: 'Bad Moon Rising!' [View article]
    @bob,
    totally understand what you saying.
    However, I think you and I agree on one thing.

    MU is experiencing a company specific issue. Its not industry related, as we should have seen INTC, MSFT and the drive companies take a beating this morning (PC is dead mantra).

    Thus, from my perspective. Engineering and manufacturing issues will get fixed. When they do, MU will bolt north.
    Jun 26, 2015. 12:45 PM | 3 Likes Like |Link to Comment
  • Micron's Q3: 'Bad Moon Rising!' [View article]
    MU just made a half a billion dollars in cold hard cash.
    Jun 26, 2015. 12:24 PM | Likes Like |Link to Comment
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