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: Gottfried who wrote (2027)	10/6/2014 11:23:43 PM
From: Kirk ©	5 Recommendations Recommended By Da Rookie Fintas toccodolce TREND1 w0z Read Replies (2) \| Respond to of 26731

Yeah, like vultures to dead meat. FWIW, I've also learn to beware of companies with a lot of debt. Someone said they didn't know what Apple had to gain by GTAT going under... Well, the held all the cards with a huge loan. They could play dirty and force bankruptcy and then get the assets for pennies on the dollar as major note holders. Once they have the assets, they could use them just for Apple and not let competitors have the technology.... Not saying Apple is doing this, but maybe some of the other note holders or even insiders who made loans. I've had a few war wounds from this trick where the owner and CEO gave millions of his own money to a company then when they got some big orders, he stopped giving them cash so they ran out of working capital and had to declare bankruptcy... they he got, as the big note holder, ALL the assets and screwed the stock holders. Funny thing is the bastard CEO smoozed one of the board moderators of SI that some were making fun of a few posts back... so this guy convinced a LOT of people to buy the stock, myself included, thinking this CEO was a good, honest guy looking out for shareholders. Most important lesson learned is ASSUME THEY ARE ALL CROOKS and make them PROVE otherwise before they get your money. Or... go in knowing this is the case and follow their lead and make sure when they sell a lot of their shares, make sure you do too.

To: Gottfried who wrote (2027)	10/7/2014 9:24:53 AM
From: Kirk ©	Read Replies (1) \| Respond to of 26731

Apple doesn't just beat up GTAT Hard for Samsung to compete with TSMC for Apple A9 processor orders, say Taiwan makers Josephine Lien, Taipei; Steve Shen, DIGITIMES [Tuesday 7 October 2014] digitimes.com . While Samsung Electronics has attempted to offer low quotes to obtain 14nm FinFET foundry orders for A9 processors from Apple in 2015, it may be difficult for the Korea-based company to win the orders due to the yield rate issue of its 14nm FinFET process, according to sources at Taiwan's semiconductor industry. Meanwhile, Taiwan Semiconductor Manufacturing Company (TSMC), which is currently using its 20nm process to produce Apple's A8 processors for iPhone 6 devices, is confident that it will continue to land orders for A9 processors, said the sources. Although some sources indicated that since Samsung also has some capacity for 20nm process it may take up 30% of A8 processor orders, sources in Taiwan believe that TSMC must have snapped up the entire orders for A8 processors. While Apple probably intends to adopt a dual-supplier policy to have Samsung and TSMC compete each other for the A9 processor orders, the sources also believe that the A9 processors will continue to be fabricated under a 20nm process due to current bottlenecks at 16nm or 14nm FinFET processes.