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.

Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: ETF1 who wrote (1768)	8/4/2014 6:10:38 AM
From: Jerome	1 Recommendation Recommended By berniel Respond to of 26812

ETF....thanks for the suggestions...I will follow up on your ideas..... For the most part hedge funds identify market trends that will play out in an anticipated direction. Big increases in memory usage will lead an investor to Micron. A revival of solar and renewable energy will lead to solar stocks like SunEdison and First Solar. Big data and cloud computing will lead to several large companies like HPQ, and IBM. Political instability will lead to the oil stocks like ESV, NE, and BP. The internet provides a lot of free data.....but I estimate that 95% of it is useless trivia or self promotion.

To: ETF1 who wrote (1768)	8/4/2014 6:05:52 PM
From: Jerome	Respond to of 26812

GT Advanced technology reported earnings today. It was a slightly larger loss than expected..... But at the same time the company said.... " The response from partners and potential customers for Merlin(TM) and Hyperion(TM), two of our high growth opportunities, has been very strong. We remain confident in our ability to achieve our 2016 non-GAAP earnings per share target of at or above $1.50. This is driven by the expected contributions of Merlin, Hyperion and our other new technology platforms, along with the growth of our sapphire, polysilicon and PV businesses," Gutierrez conclude So they are giving estimates two years out at a minimum annually of $1.50 per share. Consider this from the company report....sales for the quarter were $ 56 million Equipment orders booked during the quarter were $75 million, including $72 million in sapphire equipment. The company ended the quarter with $628 million of equipment backlog, consisting of $333 million of sapphire equipment, $292 million of polysilicon and $3 million of PV. As near as I can tell ...there are three drivers for this stock. 1Sapphire for Apple (no revenue yet as the manufacturing facility is not yet up to speed. 2)Sapphire equipment orders that have a $626.00 million dollar backlog. 3) The ramp up of the Hyperion cancer treatment machine that will generate about $10 million dollars per machine. Sales of 250 to 300 machines expected. 4) add to this the LED business . I do not know if any thread viewers besides myself own GTAT......but I expect to add to my holdings in the near future.