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ChipMOS TECHNOLOGIES (Bermuda) LTD. Message Board

  • deselmsb deselmsb Mar 5, 2013 12:05 PM Flag

    Appreciation

    as a long term holder just wanted to thank j, wilson and caff for insights on this stock, and steering me in the direction of HIMX which i purchased few weeks ago. Those on board might want to check out EMAN

    Sentiment: Strong Buy

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    • Glad to desel. This board is the best and so many people have shared a lot of valuable knowledge and insights here.

      I don't own any HIMX, but Caff made a great call there (and in IMOS too of course). MU also is going to do very well -- DRAM prices are going vertical lately and their Elpida acquisition was a great deal. My other major investment besides Chipmos is NTE and I think it could triple within the year. Great growth this past year, and great growth coming in the second half of this year. They also own property that is worth more than the market cap of the entire company and pay a nice dividend while you wait.

      Sentiment: Strong Buy

      • 2 Replies to jaretwilson
      • oh you the one that i got NTE info from, Starting new positions in many stocks i did purchase also. Biggest holding still IMOS looking forward to exciting year

      • Jaret, thanks for the kind words and again thanks to your DD on NTE. I bought NTE on your recommendation and sold out way to early. It had such a parabolic move that I sold and have been waiting to get back in. The stock price has been resilient. I am still hoping to get back in but might have to pay up because I agree with you assessment on valuation. Micron is going to be a grand slam. The street still has not factored in the Elpida deal or the parabolic move in dram pricing which is up over 90% since December alone. Himax is a long term hold with what I think could still be a double over the next 12months. They will be increasing their dividend from last year 6cents to between 20-25 cents payable in July . The best news is that both MU and Himax are top 10 customers of IMOS and will be loading IMOS with much more orders. MU new merger with Elpida, purchase of Powerchip stock of Rexchip and their newly negotiated supply contract taking all of Inotera capacity ( which is 120,000 wafers or 12% of the world supply) will create an amazing opportunity for IMOS. Looking forward to the IPO and rising to true value. Chipbond was up last night over 6% and made an all time new high. We will have our day to bake in the sun soon too.

 
IMOS
23.93+0.01(+0.04%)Aug 29 4:00 PMEDT

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