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patt2374

patt2374
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  • Micron: A Big Value Story Most Of The Market Is Missing [View article]
    did not say it was a competition Mike as to what equity had the most articles I was just saying anyone who has missed MU by now most likely deserves to.
    Dec 18, 2014. 04:01 PM | 1 Like Like |Link to Comment
  • Micron: A Big Value Story Most Of The Market Is Missing [View article]
    Bret

    Do you really think "most of the market is missing" MU?

    If so, it is the most written about nothing since the Iraq WMD's.

    No offense, but on SA there are a rehash of MU articles every other day or so it seems. And most of them are saying nothing new since Russ Fischer 1st brought this company to SA readers attention and other authors like Electric Phred, Jarat, and Bruce B. continued with their diligent work unearthing every nugget of pertinent information available. Hell, I think Phred got the CFO put out to early pasture alone with his barrage of pieces on convertible debt.

    Let's just keep this one to ourselves for a while and let others do what they do. We the few who have been here from the early days when risk was still a huge part of equation deserve it.
    AND DON'T FORGET TO SEND A BIG THANK YOU TO RUSS.
    Dec 18, 2014. 12:08 PM | 1 Like Like |Link to Comment
  • Micron: Extreme Undervaluation And Massive Growth Potential [View article]
    Well - if you get RSA's approval you are doing alright Bridging the Gap.
    Dec 17, 2014. 03:11 AM | 2 Likes Like |Link to Comment
  • Micron: Extreme Undervaluation And Massive Growth Potential [View article]
    tuliptown- I know you are right about Russ being the daddy of them all but he went dark on MU about March or so last year and turned his attention to Intel. So I thought I just mention the last bands on stage,so to speak.

    But without Russ I would think MU was the sound an out of tune cow made so all hail to the chief!
    Dec 17, 2014. 03:08 AM | 1 Like Like |Link to Comment
  • Nokia Expands HERE Maps Client Base With Baidu Partnership [View article]
    There will be no rally- not this time. All the phony games an quantitative easing without any real foundations being built have come home to roost.

    2015 - the year the other shoe finally drops.

    MERRY CHRISTMAS!!!!!
    Dec 16, 2014. 08:18 PM | 1 Like Like |Link to Comment
  • Micron: Extreme Undervaluation And Massive Growth Potential [View article]
    And their CFO "retired". (I think Electric Phred has him in his basement)

    But right now they are caught in the same head wind, no tornado might be a better word, as everyone else.

    and........

    the minute they start to climb some half informed "Analyst" will pull out the Samsung/Hynix expansion card.

    Lesson? There is always someone waiting to kick sand on Micron's fire.

    PS readers- this article is just a rehash of many more in depth and timely articles Bruce B., Electric Phred etc. -go back and read their much more time appropriate articles.
    Dec 16, 2014. 07:52 PM | 9 Likes Like |Link to Comment
  • More About The Intel Investor Meeting [View article]
    BRUCE- I pray they have more imagination then I give them credit for. I never, ever wanted to be wrong more in my life.
    Dec 15, 2014. 03:01 PM | Likes Like |Link to Comment
  • More About The Intel Investor Meeting [View article]
    Agreed tecky46 on all accounts except one- If the world wide market takes a dump as it seems to be on the cusp of right this minute then all bets are off.

    All the govt. funny money games have already been played out.
    Dec 15, 2014. 12:03 PM | 3 Likes Like |Link to Comment
  • Why Qihoo 360 Shares Are Worth Far More Than $76 [View article]
    QIHU does have a lot going for it. BUT the one thing it does not have going for it is HEDGE FUNDS.

    THAT IS WHY, PLUS THE ENTIRE MARKET CORRECTION, IT IS GETTING KILLED RIGHT NOW.

    EITHER BAIL OR BUY MORE AND COST AVERAGE.
    Dec 9, 2014. 10:45 AM | 1 Like Like |Link to Comment
  • Chinese Internet stocks routed [View news story]
    yes Tony - organized, legalized corruption
    Dec 8, 2014. 03:06 PM | 6 Likes Like |Link to Comment
  • Micron Could Hit $50 In 2015 [View article]
    BEEN IN AND OUT OF MU FOR A LONG TIME. MADE MONEY ON THE STOCK ITSELF BUT MADE MOST OF MY MONEY ON OPTIONS.

    MY ONE REGRET? THAT I DID NOT HOLD THE STOCK AT IT'S ORIGINAL PURCHASE PRICE EVERY TIME I OVERREACTED TO SOME ANNOUNCEMENT BY SAMSUNG OR HYNIX. TOTALLY MY FAULT.

    MT ADVICE: IF YOU OWN IT STICK TO BRETT'S THESIS HERE AND IF YOU DON'T BUT ENJOY 20 TO 30 % RETURN ON YOUR MONEY OVER THE NEXT 12 MONTHS WAIT FOR A DOWN DAY LIKE WHEN SAMSUNG ANNOUNCES IT SNEEZED AND SAW DRAM EXPANSION IN THE MUCUS AND JUMP IN BECAUSE NOW MU HAS GOTTEN RID OF IT'S CFO,AND HIS ADDICTION TO CONVERTIBLE BONDS, THERE IS NOTHING STANDING IN MU'S WAY FOR THE NEXT 18 TO 24 MONTHS EXCEPT SOLID GROWTH AND PRE-BOOKED ORDERS.

    (UNLESS THE WORLD ECONOMY CRASHES IN WHICH CASE IT DOES NOT MATTER WHAT YOU OWN)
    Nov 30, 2014. 10:17 AM | 11 Likes Like |Link to Comment
  • Why Qihoo 360 Shares Are Worth Far More Than $76 [View article]
    I don't know about $200 a share but the WhatsApp acquisition was a stroke of forward looking genius. The Chinese are crazy that app and I suspect young Americans will soon follow if they have not already. (because I am old I don't know such things unless I get a chance to consult a niece or nephew)

    Also working in China 7 months a year I get to observe and ask about fellow native workers about their internet use habits and I have never never heard anything but stellar reviews about QIHU and that is how I base my investing decisions along with the obligatory financial research. (although the latter does not hold nearly the weight that it used to)
    For the record WUBA and XRS are 2 other big favorites with my 2000 co workers.
    Nov 28, 2014. 09:12 AM | Likes Like |Link to Comment
  • HP Earnings Imply Bad News For Intel [View article]
    Paulo

    I do not agree with your correlation between HPQ and Intel here BUT I do admire the fact that you address every rational contrary comment with a thoughtful response.

    Many of your fellow SA authors would do well and should follow your example and do the same.
    Nov 28, 2014. 08:00 AM | 1 Like Like |Link to Comment
  • Short Qualcomm, Long Intel Should Continue To Be A Good Trade [View article]
    Well put Russ - well put
    Nov 27, 2014. 12:18 PM | Likes Like |Link to Comment
  • Here's Why Micron Will Benefit From Higher Mobile Shipments [View article]
    Bluesterman- thanks for the Thanksgiving limerick about this worthless group of "research anal-list".

    Trefis should be in Politics- never take a real position until the votes are in and it is safe to speak up and claim that is where you were all along.

    It just goes to further prove my theory- If you want to get by the SA editorial board all you have to do is not take a really strong position and you will collect your check.
    Nov 27, 2014. 12:14 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
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