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ChipMOS TECHNOLOGIES (Bermuda) LTD. Message Board

  • cliu1235 cliu1235 Mar 26, 2013 11:02 AM Flag

    Dave's phone call

    Dave shouldn’t have made the phone call to SK. It’s inappropriate. SK shouldn’t talk anything that wasn’t announced/released in the CC. The private phone conversation brought nothing but uncertainty to investing of IMOS. It’s not good to both investors and the company (management).

    Sentiment: Strong Buy

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    • First time poster;
      Your right.With so much uncertainty you should sell your stock ( which I doubt you own any ) and go away.Better yet just go away Silm.Thanks again Dave.

    • Information is knowledge knowledge = money. Thanks Dave

      Sentiment: Strong Buy

    • Investors be it MM, Analysts, of just large investors pick up the phone and talk to CEO's all the time. Where do you think analysts get their estimates from? Pretty well everything said was already known and documented in various News Release, the CC, or analyst reports. Also most here have their own models with #'s and can post their estimates freely. That's just the way it is. If you don't like it, then you pretty well should not own any stocks.

      That said, the biggest positive on the CC was their their is now high confidence for growth. Cap EX is going up. What do you think that means????? That means growth. We had cheap, we have the catalyst, but now, the most important thing is we have growth and that is always the biggest driver for a stock. With growth, the cheap is even cheaper, and you also attract the growth investors and they will push it higher and increase the multiple.

      Sentiment: Strong Buy

    • cliu1235
      1 post |
      Last Activity: 32 minutes ago
      Member since: Mar 26, 2013

      Sentiment: Strong Buy

 
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