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ChipMOS TECHNOLOGIES (Bermuda) LTD. Message Board

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  • sardonicwanker sardonicwanker Dec 6, 2012 3:16 PM Flag


    Sean, you idiot. You had a bid for 85 calls at $0.10. If it was 100, then someone else sold you the first 15. I did 85. Who do you think it was? I posted within 60 seconds of the trade and that trade was me. What a toolbox. The next hundred. I don't want to deal with another 100. You are annoying. Put up 1000 and let's make it fun.

    Caff, the short (no pun intended) version is - LCD driver ICs don't grow to 40% of sales, they decline to 35% due to massive inventory overhang (everything being produced now, won't sell-through, some will, a lot won't). They will NOT get business with Renesas. They will lose market share at Novatek. GM of this segment (excluding depreciation) falls at least 500bps. AKM will ramp minimally, maybe be a 1% customer. Either Macronix or Winbond will move business to Powertech because Powertech will be desperate for business due to lower volumes from Elpdia. So nor likely declines by 5%. DRAM will decline 5%. Even though DRAM pricing might not have room for more downside, units will be terrible because no one is buying PCs. Also, all the DRAM guys are making mobile DRAM so there will be huge oversupply and pricing pressure there. Overall GM will decline 500-700 bases pints. But will also get boosted around 700bps from lower depreciation.

    You think I'm a liar, but Sean is a liar. I am a hero - not philcantone, not silmarillion, not jpasc, not all the basher (paid bashers 25 cents). I have a real thesis, real math. The only one willing to take a stand, admit my sxual identity issues in public, and give a different opinion. These guys bash. I at least have a well argued point of view. Caff, can you guarantee no LCD overhang? Can you guarantee they get Renesas? Dave Gras did SK tell you?

    Management tells me every day that they can't be trusted. They have a lot of cash. no a LOT of CASH. and they don't do a buyback. They buy puts. Yes, at $6 they might do a buyback.

    And you all hook like and sinker. They bait and switch. They distract with Taiwan listing. Good luck with that when they miss Q4 and Q1 and Q2 and 2013. You should stop thinking about next year listing in Taiwan and call your Congressman. Just who is this SJ who was arrested and it is still in the risk factors. He went to grauduate university in the US. Was he deported? Why do we not know if he is married, only the backroom.

    The one thing I know for sure is two things - the stock is going down and you will never see a buyback.

    Sentiment: Strong Sell

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