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To: The Ox who wrote (2628)8/19/2013 12:30:04 PM
From: robert b furman  Read Replies (1) | Respond to of 8247
 
Hi Ox,

I think you are spot on and thanks to G here is the underlying story that is yet to be fully understood.

If one would have fully understood single ionization vs batch ionization and its yield benefits from the process changes and bought vsea way back they would 've made a nice double in 2 years or so.

I think Intc will show us the same growth but with verticle chip designs:

seekingalpha.com

Bob



To: The Ox who wrote (2628)8/19/2013 2:40:18 PM
From: Return to Sender  Read Replies (2) | Respond to of 8247
 
S&P 500 June Quarter Earnings Growth Was Negative When Excluding The Financials

forbes.com

>EDIT - I am curious if looking at this post a year from now will make us laugh at my bullishness?<

I'm laughing now Ox. Sorry I'm a bad seed. LOL

Not so much about INTC as I think that stock would have less to fall in a truly awful market but BRCM? BRCM could bounce any time but next year's estimates may not mean anything.








To: The Ox who wrote (2628)1/10/2014 3:14:28 PM
From: The Ox  Read Replies (1) | Respond to of 8247
 
ATML finally closed the gap from May 2012, fwiw.....new 52 week high.

Message 28496135