Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (49143)	8/17/2012 8:37:03 AM
From: Madharry	Read Replies (2) \| Respond to of 79172

aabvf, aberdeen- proposed a merger of more or less equals with Dacha rare metals. I guess the idea is that it will provide them with more capital to make stock investment by sellling off some of the dacha rare earth inventory. i say no thanks. voting against the deal. mil-if you are a shareholder suggest you listen to the q &A of the most recent conference call.

To: Spekulatius who wrote (49143)	8/17/2012 11:19:48 AM
From: Spekulatius	Read Replies (1) \| Respond to of 79172

Bought some MRVL. at 10.4$. 40% of the market cap is in net cash. MRVL is also an Einhorn pick, not that this means much, since everything he goes long, seems to fall into pieces ( health insurerers, GM, DL.AS etc.). MRVL apparently is hit by RIMM weakness but i think there strength is more in storage.

To: Spekulatius who wrote (49143)	7/9/2013 10:07:10 PM
From: Brian Sullivan	Respond to of 79172

Applied Materials Rising: Bulls Cheer Opportunities in Device Complexity By Tiernan Ray Shares of Applied Materials ( AMAT) are up 53 cents, or 3.5%, at $15.67, as the Street responds to the company’s analyst day session yesterday, at which the company projected per-share net profit of $1.50 to $2.15 by 2016, well above the 62 cents the Street expects for the fiscal year ending this October. CEO Mike Splinterand the other executives talked about mobile as the dominant theme for their semiconductor customers, with consumer gadgets that require longer battery life and better displays “creating major device performance and yield challenges for semiconductor and display manufacturers.” There are no ratings or price target or estimate changes today, that I can see, but the bulls have been out in force, cheering the “upbeat” tone from the company about its prospects in not only conventional areas such as “etch,” but also the promise of more complex semiconductor structures, such as three-dimensional transistors.