just for the record those who have followed your
posts have lost a considerable amount of money...had
those same individuals listened to me when i appeared
on the board and stated at 17 1/2 that the stock
would head lower due to tax loss selling and settle in
the single digits, these individuals would have been
able to buy twice as more diod...face it fag with all
your nunmbers you have been dead srong and a diservice
to this board...hit the road you are truly a
loser...those who listen to me will make money those who listen
to you will hear only excuses
I couldn't help but reply to your reply. As
gragra pointed out, ISSI and TWAV have had better growth
Also, ISSI has a much stronger
balance sheet and is in a growing industry. That is flash
memory. Demand still exceeds supply and will for 1-2 more
years according to AMD and INTC.
On the other
hand, the demand for discrete semi-conductors is waning
and will continue to decline as the cycle nears an
As for TWAV, that story is just to good to be true.
I own both ISSI and TWAV and also a pos known as
VSH. I probably will buy DIOD tomorrow because I
believe it to be a good growth value buy right
It's odd, but my highest pe stock is performing the
best in this bear market. It's AHAA.
for setting that record straight. I believe ISSI
sequential growth from 2nd to 3rd quarter was better than
DIOD 3rd quarter year to year.
TWAV's story is
just to good to be true. Had a great pop today. If
that 3rd quarter press release is still on the money,
then TWAV will kill earnings expectations for 2001.
Thanks for your inputs. As usual, they are
greatly appreciated. I will continue to ease out for
several other reasons related to this transaction which I
will post on the other board, but I will certainly
hold onto some if China plays out like I think it will
(although I have found some other China plays which I think
have much more potential at current prices). I will be
interested to see what Joe has to say, if anything, when the
Pro Forma statements are posted this upcoming Q.
My sources seem to feel that discrete products
are holding up pretty well right now. its analog that
is getting killed.
if diodes turns in a
reasonable q4, I believe we will see the high 20s when the
economy looks better later this year.
Like you, I
am into earnings and I am patience. I don't mind
begging at the freeway entrance for a while.
Good revenue growth with ISSI and TWAV.
I'm a stogy old earnings kind of guy myself. Looking
deeper, these two do have impressive recent earnings
growth. What threw me off at first was my Year over year
earnings growth test against the most recent
DIOD has a 238% earnings growth. TWAV and ISSI didn't
calculate because they had both lost money in the Q ending
9/99. They look pretty strong right now,
Being the stogy old earnings kind of guy I am, I'll
stick with DIOD's 42 consecutive Q's of positive
earnings (and still counting).
Again- I am not
knocking TWAV or ISSI, I'll just hang with DIOD for the
Best of luck,
DIOD's PE is certainly more attractive than ISSI
and TWAV, but take a look at revenue growth
Quarter 1 year ago revenue change (%)
TTM over TTM revenue
ISSI and TWAV look good (similar boat ad
However, DIOD currently has a more attractive P/E and has
been growing faster than ISSI and TWAV. I'm certainly
not taking anything away from them, they are good
investments. I'll hang with DIOD for now.
> face it fag ...hit the road you are truly a
Your thoughts and beliefs are yours. I, my wife, nor
my children will attempt to sway your
I think (in the very short term, at least) we are
in violent agreement that DIOD will do very well. I
am a long investor that looks for the solid long
term victors in the world of international commerce. I
believe DIOD is one such player. I am not a day trader. I
am just a simple researcher then strong, long
investor in select equities. I believe DIOD is one of the
best long term investments an individual can make at
I certainly hope we are both correct
in the short term. I, however, will remain on the
long side with my float in a "lock box", until I
experience the 10X or 100X return I believe this corp. is
Best of luck to you this holiday
season and in your investing
Although I was tired when I first read that
paragraph about a week ago, when I later re-read it I got a
bit perturbed; I am trying to see the benefit to DIOD
of an accelerated payoff of FabTech's rather large
debt to what I perceive as our detriment and Lite-On's
gain. I still smell something undesirable here; I would
have rather seen a secured bank loan to pay off the
FabTech debt; how much of this will be chalked up to
Goodwill? How do we get the tax benefits of amortizing this
debt if we pay it off in 15 months (FabTech is a U.S.
company)? Stay tuned; it should get interesting in about 3