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Boston Scientific Corporation Message Board

bigchad789 50 posts  |  Last Activity: Apr 1, 2014 11:44 AM Member since: Oct 6, 2009
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  • Reply to

    Buy the "arms dealers".....

    by bigchad789 Apr 1, 2014 11:04 AM
    bigchad789 bigchad789 Apr 1, 2014 11:44 AM Flag

    Don't forget Sandisk, all NAND all the time!!!

    Sentiment: Strong Buy

  • 6:59 AM ET 4/1/14 | Dow Jones
    6:59 EDT - Noting how "an intensifying price war between" Google (GOOG),Microsoft (MSFT) and Amazon (AMZN) coincided with the latter's AWS Summit last week, Pacific Crest says buy the "arms dealers"--in this case data-storage providers. GOOG announced "sweeping price cuts on GoogleCompute Cloud" a day before the gathering, followed by what the investment bank says is AMZN's 42nd reduction in 8 years. "According to RightScale, cloud-platform prices fell by 25x in 2013 alone. While some of the price cuts can be attributed to cost savings enabled by Moore's Law and economies of scale, acceleration of price cuts signals a greater emphasis on winning customers." Pacific Crest also thinks cloud capex by the trio could be nearly double 2012's level of $9.4B next year. (kevin.kingsbury@wsj.com; @kevinkingsbury)

    I think I will have to stop calling for $40 soon and start saying "see you at $50 or $60"......:))))

    Sentiment: Strong Buy

  • That is all that can be said. Honestly though I'm surprised it took this long to get this high. Some analysts have them earning over $7/share this and if you back out cash the current PE is still under 9. Of course they always beat expectations and they have a multibillion dollar lawsuit looming which I believe they have the goods on Hynix...who knows how high this can go. Wasn't Hynix having a TON of financial just a year or two ago. Seems Hynix's fortunes turned around just when they stole the secrets of Sandisk's "special sauce". If Sandisk can prove that the only reason Hynix is afloat today because of SNDK STOLEN technology, why shouldn't Sandisk be awarded the whole dang company? I know it's a stretch, but I would just be happy with a billion dollars cash, an injunction on Hynix product, and the resultant SKYROCKETING in NAND prices ((((:
    I predict $120/share by year end.

    Sentiment: Strong Buy

  • Reply to

    Another lawsuit.......

    by bigchad789 Mar 13, 2014 11:07 PM
    bigchad789 bigchad789 Mar 19, 2014 6:00 PM Flag

    The relative strength in Sandisk is unbelievable!!! I can't help but to think there is more to this lawsuit than many people think right now (ie underestimating what Sandisk might get out of it). The silicon investor website has a lot of good discussion on Sandisk.........no Sal there, he would be thrown out immediately.

    Sentiment: Strong Buy

  • If Sandisk is successful in their lawsuit against Hynix and gets an injunction on their product, so much for the weakness in NAND prices. I would venture to guess that even when a company is qualifying product like Micron is now prices would stay firm if not shoot up. Poor Hynix....... first the fire, now this. My momma told me you shouldn't steal!!!! This from silicon investor board regarding the ex-Sandisk employee/thief.....

    Sugita worked at SanDisk-Toshiba from February 2003 and resigned in June 2008, where he analyzed defective products and had access to trade secrets related to NAND flash memory designs, devices and manufacturing processes, according to the document. Sugita allegedly stole trade secrets in May 2008, including “SanDisk’s most sensitive and valuable flash memory trade secrets.” The 10GB of sensitive information that was downloaded is said to have included data on research and development, design and circuit layouts, process technology, tools, testing, device and business information.

    After leaving SanDisk-Toshiba, Sugita commenced work for SK Hynix in July 2008 and was employed there until June 2011. But it was only in January 2014 that SanDisk-Toshiba learned about the trade secret misappropriation through an informant aware of Sugita and SK Hynix’s activities. Despite signing a non-disclosure agreement after leaving SanDisk-Toshiba, Sugita allegedly delivered “substantial technical, operational and business trade secret information” which SK Hynix used despite “knowing that it was acquired by improper means,” according to court documents.

    Sentiment: Strong Buy

  • bigchad789 by bigchad789 Mar 13, 2014 11:07 PM Flag

    This time a billion dollars at stake against Hynix. Maybe the latest lawsuit victory will play a much more important role not so much for the $22 million but for the precedent set. We shall see.....

    Sentiment: Strong Buy

  • as soon as his article this mourning came out the stock started moving up. I was hoping for another short term dip under 24 so I could add a couple shares but not the case thus far. Oh well.....I should be happy with what I have. GLTA MU longs.

    Sentiment: Strong Buy

  • bigchad789 bigchad789 Mar 7, 2014 7:34 AM Flag

    Interesting, especially since the CEO and CFO of Sandisk backed their previous guidance at two separate analyst meetings on Monday. Sandisk was even specifically asked about the recent weakness in the NAND contract prices and seemingly weak demand and their answer was along the lines of their prices always do better than general market and that has been the same this quarter. The NAND price drop must be affecting MU, Hynix, Samsung more than Sandisk unless they are outright lying which I wouldn't worry about given Sandisk's history. Let's hope that Micron can make up for the NAND shortfall (if any) with DRAM.

    Sentiment: Strong Buy

  • Reply to

    Bid now .57. All thanks to Cramer?

    by highlowsel Mar 6, 2014 10:35 AM
    bigchad789 bigchad789 Mar 6, 2014 11:38 AM Flag

    again, mike ,go f yourself

    Sentiment: Strong Buy

  • Reply to

    Bid now .57. All thanks to Cramer?

    by highlowsel Mar 6, 2014 10:35 AM
    bigchad789 bigchad789 Mar 6, 2014 11:08 AM Flag

    u go f yourself too

    Sentiment: Strong Buy

  • Reply to

    Bid now .57. All thanks to Cramer?

    by highlowsel Mar 6, 2014 10:35 AM
    bigchad789 bigchad789 Mar 6, 2014 10:49 AM Flag

    hey hilo, not that i'm skeptical or anything, but i don't know anyone that wins on every single trade they make as you seem to claim here on these boards. just yesterday you claimed to pickup a "trading tranch" around 24.70 and now that has suddenly vanished and a new trade appears. I don't really give a rats behind what you do and i'm sure you do great overall but no one knows who you are and you are not really impressing anyone with what i believe you lies or at the very least your omissions. sorry i'm a little annoyed today but really no one cares, keep your 100% batting average to yourself........

    Sentiment: Strong Buy

  • Boy for someone that constantly preaches to "DO YOUR HOMEWORK" and "LISTEN TO THE CONFERENCE CALL" he sure needs to take his own advice!!!! He spends 30 seconds reading one analyst note and paints the industry with a broad brush of negativity saying this is "jarring" news. Really? Jarring? WOW!! He fails to spend time like many of us have (me about 3 hours this week listening to Micron and Sandisk investor calls pretty much backing prior guidance) and dramatically calls this "jarring" industry news based on a press clipping one of his producers gave him. What a freaking idiot!! Wasn't he essentially jumping up and down almost hyperventilating begging people to sell Micron prior to last quarters earnings convinced more capacity was on its way online. How did that work out?? Sheesh!!! Nothing has changed, see you at $40-plus in a few months!!!!

    Sentiment: Strong Buy

  • Reply to

    Greenlight ------increased shares.

    by goingupnow1 Feb 14, 2014 4:56 PM
    bigchad789 bigchad789 Feb 14, 2014 6:37 PM Flag

    goingupnow, here's something from seeking alpha......

    Einhorn buys into EMC, SunEdison, Take-Two; Micron stake grows • 5:33 PM
    David Einhorn's Greenlight Capital established a 2.9M-share EMC position in Q4, as well as a 1.3M-share stake in SunEdison (SUNE) and a 4.2M-share stake in Take-Two (TTWO). At current levels, the positions are respectively worth $74M, $18M, and $80M.
    The Take-Two position translates into a 3.4% stake.
    Greenlight also discloses it owned 47.6M Micron (MU) shares at the end of Q4. That's up from the 23M shares it owned in late November, and is good for a 4% stake in the memory giant.

    Sentiment: Strong Buy

  • let's all post our bank/brokerage accounts and how much we make or lose everyday so everyone knows each other's business..........sheesh. this board has turned into something really pathetic!! rarely any pertinent , just how many pennies or nickels or dollars made. pathetic.....

    Sentiment: Strong Buy

  • Reply to

    goes to show you what an azs rbc capital is.

    by goingupnow1 Feb 14, 2014 7:56 AM
    bigchad789 bigchad789 Feb 14, 2014 12:21 PM Flag

    I don't think the "perception" of the RBC analyst is very good either.........

    Sentiment: Strong Buy

  • Reply to

    Bruno, Bruno

    by kranepool21 Feb 13, 2014 10:34 PM
    bigchad789 bigchad789 Feb 14, 2014 12:02 AM Flag

    I guess you got a point there bruno about not bad mouthing your company. But I do have to say when I spoke to Kip back in the fall/winter of 2012 he was pretty up front with how bad things were at that moment. I was pretty frustrated with my investment back then seeing how the Elpida deal had been in the works for a year everyone saw it as a positive and the stock was at 5 bucks. He didn't hold back saying the at the time the environment sucked, the were selling product at a loss, the company was losing money at the time and while they believed in their long term plan proceed with caution with your money. So I guess he didn't bad mouth his company but he wasn't trying to make it seem like everything was hunky dory either. Of course we all have seen what has happened since then. I am no longer frustrated with my Micron investment:) I should call the company and complain more often........

    Sentiment: Strong Buy

  • too bad for him Micron up almost 15% YTD while most of the market is down. Nobody is perfect.

    Sentiment: Strong Buy

  • Total speculation on my part but this may actually have a POSITIVE impact on memory prices overall as this further stresses the importance of having stable reliable memory and not any old junk that is sold in the spot market. The stuff they were selling three years ago was probably some of this junk, it was being sold under cost and Micron was losing money on it. This is a new Micron, better company with better products and better technology with Elpida. Anyhow I could be totally wrong but certainly not out of the question.

    Sentiment: Strong Buy

  • bigchad789 bigchad789 Feb 13, 2014 12:53 PM Flag

    thanks beach, checked it out and very helpful.

    Sentiment: Strong Buy

  • bigchad789 bigchad789 Feb 13, 2014 11:23 AM Flag

    thanks for trying;) I think Micron keeps hitting it's head at $25, just a matter of time before the dam breaks.

    Sentiment: Strong Buy

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