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  • General Electric: Back To The Basics [View article]
    I don't hate Immelt, I don't even know him.
    Apr 17 04:49 PM | Likes Like |Link to Comment
  • Is YY About To Disrupt The Online Education Market In China? [View article]
    Please define "wind gap"

    Thank you
    Apr 17 04:46 PM | Likes Like |Link to Comment
  • Intel: My Take On The Earnings Report [View article]
    The legacy business grows.

    Mobile is maybe, maybe showing some life.

    I am less pessimistic than before despite Michael Blair's continued cheer-leading.

    We will see ....................
    Apr 16 08:07 PM | Likes Like |Link to Comment
  • Several Reasons Why Micron Is Undervalued [View article]
    know the tune but it always gets stuck on note $24.25 or there a bouts.

    The world loves an optimist but the market sharks love to devour them.

    The week MU can maintain a share price over $25 will be a very happy week but may be a fantasy at this point AND I AM LONG ON MU.

    SO.......your question is why don't I sell out and by something else? Because it defies logic that no one on Wall St. can do the basic evaluation and have an epiphany.

    PS- Mr. Kessler- answer my questions in comment #2 from the top please. We are all waiting for your insight.
    Apr 16 07:59 PM | 1 Like Like |Link to Comment
  • Intel's Mobile Revenue Plummets [View article]
    I am no Intel apologist as anyone who reads my regular attacks on their senior management, inability to unlock shareholder value and business model will attest to.

    However, I think on this one you focused on the sickly looking sapling and missed the young green, spring forest that is finally beginning to bloom again after a very long financial and creative winter.

    Very myopic piece and totally misleading.
    Apr 16 07:45 PM | 2 Likes Like |Link to Comment
  • Several Reasons Why Micron Is Undervalued [View article]
    Great Article!!!

    So Mr. Kessler what keeps MU from being properly valued?

    1. poor presentation of MU position by current management?

    2. Convertible debt that drags down cursory financial analysis?

    3. Option plays/timing factors that favor management and majority shareholders to hold the price down?

    4. Current Managements inability to communicate clearly with analysts who cover the company what great position it is in? (Listen to a SNDK conference call and MU conference call and to say it is apples to oranges is unfair to apples and oranges.)

    In short, there has to be a reason why virtually every Q call by MU sends the stock tumbling despite a wealth of good numbers and positive, if somewhat muddled guidance, and I want you to put your finger on a couple of reasons why. WHY CAN'T THEY GET THEIR MESSAGE ACROSS?

    I quote you here:

    "The bottom line

    The classical definition of growth at a reasonable price is the combination of low price and excellent growth prospects and Micron meets this definition. Against the current price of $22.17, and assuming a 7 times free cash flow multiple for fiscal 2014, I believe that the price could be worth $35 representing upside of almost 60%."

    Thank you in advance and please do not ignore this because guys who really love this company like Electric Phred, Jaret, Bruce B., Retired Securities Attorney etc will be hot on my heels about your piece and they are 10 times smarter than I so you might as well attack the big questions now.

    We all, in our never ending frustration, look forward to your magic enlightenment as to why this bumbling and stumbling at MU continues.
    Apr 16 05:39 PM | 7 Likes Like |Link to Comment
  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    I second Steady Options. I want to see the options section back.

    Apr 16 09:18 AM | 2 Likes Like |Link to Comment
  • Avoid This Well-Known Chipmaker [View article]
    PS- who ever above said software sells hardware pretty much summed it up for all potential investors with the exception of maybe 5 companies and AMD is most certainly not one of them.
    Apr 14 03:00 PM | Likes Like |Link to Comment
  • Avoid This Well-Known Chipmaker [View article]
    Question: Why do you buy a stock that never moves regardless/despite of heaps of "great" news and a plethora of new "wins" over the last six months?

    Answer: YOU DON'T

    Pretty simple really.
    Apr 14 02:58 PM | Likes Like |Link to Comment
  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    Hi SteadyOptions,

    Where does one find articles strictly on options?

    I would be very interested in following that thread.

    Thank you in advance

    Apr 14 02:50 PM | Likes Like |Link to Comment
  • Micron Technology: Convertible Disaster [View article]
    So Phred- based on this article- what the hell does one do about MU or do they do nothing at all?

    PS- As you know but some readers won't- I am a long time admirer of all your pieces on MU and your knowledge and intellect in general so this is a serious question.
    Apr 14 12:47 AM | 3 Likes Like |Link to Comment
  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    That's why I wrote it mikeivy 1952.

    You got to identify the disease, our economy, before you can talk about the individual symptoms, individual equities. This particular article is/was the forum to do that. As for the part about many people not being Americans......sorry my friend but as we go the world goes for the time being.

    Otherwise I normally agree with you.

    If you want a micro example look what happened to Micron after posting great numbers on April 3 and where they are today. Macro and Micro go hand in hand.
    Apr 14 12:37 AM | 1 Like Like |Link to Comment
  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    Obama is the major impediment to improving the real health of our economy.
    1. no meaningful and real job creation. Waiters and part time workers is not the answer to our economic problems
    2. When government jobs are the most sought after jobs by worried parents of recent college graduates something is very wrong.3. If government driven economies were the road to success we would all be speaking russian and Ms. Thacher would have been run out of office after 3 months
    .4. When you are in the bottom 20% of the OECD in corporate income taxes companies will continue to incorporate offshore and there will be no private sector growth of meaning.
    5. If the republicans continue to promote religious yayas and zealots. there will be no break in this downward cycle
    6. When you elect a president who behaves like a disconnected professor who is meaner and more vindictive than Nixon and who seems to have a form of Asbrergers when it comes to dealing with those of an opposing view trouble gets worse.
    7. When the private sector has no real value job creation they can make the workers turn on each others like rats in an unused sewer and laugh as they try to get rid of us who they owe for years of service because they care only for options prices and "shareholder value" and therefore turn out anyone they have any real commitment to. All while adding more pages to their highly useless Human Resources manuals that speak of how concerned they are about our total well being. This is why they, their CEO's, take their $1 salary with a wink and nod.

    We, my American fellow countrymen, are in huge trouble. Being anti Obama should never be confused with being anti African American when it comes to the economy. He believes that government can shape a successful, equitable economy in the largest economy in the world. I believe in the exact opposite.

    I leave you with this thought- When Apple would rather borrow money on the open market than repatriate the billions it has in overseas banks thus exposing itself to corporate taxes to make acquisitions something is seriously, seriously wrong.
    Apr 13 09:13 PM | 1 Like Like |Link to Comment
  • How Much Does Seeking Alpha Pay Its Contributors? [View article]
    I do not you believe you vette your contributors nearly careful enough. Not even close.

    You do seem to spend an inordinate amount of time bugging the life out and deleting those who leave comments pointing out the flaws, lopsidedness, pump and dump agendas etc. of and in yours contributors articles.

    I suggest you reverse your focus. Like yesterday!!!!!

    Thank you and Shalom.

    (I too am Jewish)
    Apr 13 02:45 PM | 1 Like Like |Link to Comment
  • Micron: Updates Following Q2 Earnings [View article]

    If you and Jaret quit writing on SA there will not be any really credible sources left.

    Look- I am getting crushed this week on options. And you know who's fault that is? MY OWN.

    If I had followed Jaret's sage advice and stayed low, long and paid more I would be in a much more salvageable place. BUT I GAVE IN TO THE HYPE AND MY OWN PERSONAL GREED.
    And now I am paying the piper with money I don't have to burn. The timing of the mini NASDAQ crash did not help, neither did MU senior management's ability to turn a winning lotto ticket into a speeding ticket, god they suck at presentations, but in the end it was my own fault and I am going down in flames.

    Phred and Jaret- don't let the A-holes at SA win. You are the only non pumpers and dumpers in all of the Micron SA tribe.

    Thank you both for every article you have written and personal email you have responded to.

    Apr 7 08:12 PM | 24 Likes Like |Link to Comment