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SolarCity Corporation Message Board

cruisecontrol427 45 posts  |  Last Activity: 20 hours ago Member since: Nov 9, 2013
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  • cruisecontrol427 by cruisecontrol427 20 hours ago Flag

    long overdue. MU doesn't deserve to be a 14 dollar stock. Should be much closer to 20 now.

  • while only one indicator, it hasn't turned up in quite some time, so its a good sign.

  • cruisecontrol427 by cruisecontrol427 22 hours ago Flag

    that's the 18DMA. It went thru the 4 and 9 already.

  • cruisecontrol427 by cruisecontrol427 Aug 25, 2015 1:44 PM Flag

    Hynix spending $26B on new chip fabs; Micron up modestly
    Aug 25 2015, 13:22 ET | By: Eric Jhonsa, SA News Editor [Contact this editor with comments or a news tip]

    A week after SK Hynix's (OTC:HXSCF) parent company said it's thinking of spending KRW46T ($39B) on chip fabs (both for new and existing facilities), Hynix has announced it plans to spend KRW31T ($26B) to build two new fabs.
    The fabs will be finished by 2024; Hynix hasn't disclosed when they'll begin production, or what portion of the output will go towards DRAM relative to NAND flash. Analysts have argued the investments are nothing to be worried about, given the amount of time over which they'll be spread out. HMC's Greg Roh: "The memory chip industry is already firmly controlled by a handful of companies, so there's no reason for any parties involved to start a game of chicken."
    Hynix rose 7.9% overnight in Seoul. Micron (MU +0.6%), which provided a larger-than-expected FY16 capex budget earlier this month, is seeing much smaller gains on a day the Nasdaq is up 2.6%. IHS estimates Samsung had 40% of the 2014 DRAM market, Hynix 27.4%, and Micron/Elpida 24.6%.

    Hynix spending $26B on new chip fabs; Micron up modestly
    Aug 25 2015, 13:22 ET | By: Eric Jhonsa, SA News Editor [Contact this editor with comments or a news tip]

    A week after SK Hynix's (OTC:HXSCF) parent company said it's thinking of spending KRW46T ($39B) on chip fabs (both for new and existing facilities), Hynix has announced it plans to spend KRW31T ($26B) to build two new fabs.
    The fabs will be finished by 2024; Hynix hasn't disclosed when they'll begin production, or what portion of the output will go towards DRAM relative to NAND flash. Analysts have argued the investments are nothing to be worried about, given the amount of time over which they'll be spread out. HMC's Greg Roh: "The memory chip industry is already firmly controlled by a handful of companies, so there's no reason for any parties involved to start a ga

  • cruisecontrol427 cruisecontrol427 Aug 24, 2015 11:33 AM Flag

    has to be 29+ for me to consider. I'll wait another 1.5 years.

  • Reply to

    3D Xpoint to contribute in 2nd half of 2016.

    by cruisecontrol427 Aug 21, 2015 10:16 AM
    cruisecontrol427 cruisecontrol427 Aug 21, 2015 10:30 AM Flag

    Not mine I got this from Bill Tidwell's SA article today. I should have put Quote marks around it. sorry.

  • . 3D XPoint's technology proof statements and reviews augmented by the news surrounding initial deliveries in 2016 will set the stage for 2017 gains. The great buzz and small incremental profit gains in 2H 2016 from the emerging 3D XP story will boost the stock in the back half of next year, setting the stage for nice EPS and multiple gains throughout 2017. The expanding 3D XP business in 2017 will be high-margin business, perhaps as high as 60-70% GM. Durcan estimated that 3D XP could be roughly half of the DRAM business in 2018, which would bring it in at roughly $6B. At 50% margins (conservatively estimated), that's $3B of gross margin netting perhaps $1.5B in net profits, which would equate to another $1.50/share in EPS in 2018.

  • cruisecontrol427 by cruisecontrol427 Aug 20, 2015 4:17 PM Flag

    Verizon leading the charge to do away with subsidizing phones as are others, is also pretty full of used trade in's for the latest model, and trying to unload them by switching to the No Contract model. Good for those who retain their phone, but in the last 2 years people have been upgrading for not very good reasons. There's a glut of used smartphones at every Carrier.

    The supposed China slowdown isn't all that real, there are new companies selling Smartphones there for half the price of Samsung and Apple. This hurts the Refurb market of of 5's for both companies, but only in China, as well as new phones that can no longer be subsidized, not everyone will now qualify for financing. There is a saturation point, and we may be near it with an economic slowdown contributing.

    Apple and Samsung are probably very close to saturation. The market then becomes a Replacement Market, and both will have to raise prices, once all those Refurb's are out of the way. Smartphones have peaked, growth is extremely limited for Apple and Samsung, so be very careful considering these 2 companies. Phones are their bread and butter, and the customers are very close to peaked out. The 6Plus is probably it for Apple.

  • cruisecontrol427 by cruisecontrol427 Aug 20, 2015 9:35 AM Flag

    this suks.

  • by Shane Legatzke, SA
    Time to Replace Senior Management.

    "The catalyst of getting the PE to actually move higher could be a buyout and getting new management into the company or it could simply be time."

    " With management being a major reason why the stock is so low, a takeover and new people being put in charge of Micron's business and investor relations would be sure to unlock shareholder value. I won't predict a buyout, but I have to say there is a definite chance of one and that I think it would make a lot of sense."

    "The other factor that is worrisome about Micron is that its management has not been able to get the market to appreciate the company. It's not that I don't think it is good at running the business; I think management is plenty competent at that part of its job. It just seems to have an investor relations issue which allows the stock to trade at below 7x earnings and significantly below intrinsic value."

    "Therefore, any decline in share prices from poorly executed earnings reports or press releases will only lead to the stock becoming even more irrationally priced"

  • cruisecontrol427 by cruisecontrol427 Aug 14, 2015 4:11 PM Flag

    They don't care about shareholders. Some are widows and orphans.

  • cruisecontrol427 cruisecontrol427 Aug 14, 2015 4:08 PM Flag

    NO, Its Time To Sue Them.

  • cruisecontrol427 cruisecontrol427 Aug 14, 2015 4:04 PM Flag

    It's time to call the Lawyers. This is out of control.

  • cruisecontrol427 by cruisecontrol427 Aug 14, 2015 4:02 PM Flag

    This is becoming routine and not good at all. Need to see a Management shake up Now.

  • No other excuse is possible for them to still be running this company.

  • cruisecontrol427 cruisecontrol427 Aug 14, 2015 11:32 AM Flag

    They will both need a lot more registers combined! I would like to see them join forces, everyone will make more money. Except now for a certain CEO, and, he will be forced to do the right thing by Institutional shareholders.

  • Reply to

    z27barnett off to ignore

    by cruisecontrol427 Aug 11, 2015 11:26 AM
    cruisecontrol427 cruisecontrol427 Aug 11, 2015 12:56 PM Flag

    run your mouse over his name, you will see "Flag" to the right, click on "Flag" then "Ignore". You only have to do it to 1 post and they will all go away.

  • cruisecontrol427 by cruisecontrol427 Aug 11, 2015 11:26 AM Flag

    bye.

  • cruisecontrol427 by cruisecontrol427 Aug 11, 2015 5:31 AM Flag

    From Reuters. Not good for any company, iPhone going to cost more to Chinese consumers.
    "Devaluation of the yuan likely won't end here. Currencies like the Singapore dollar, South Korean won and Taiwan dollar which stand to compete with China, are falling and today's move could generate headlines heralding the start of a devaluation war," said Masafumi Yamamoto, senior strategist at Monex in Tokyo.

    U.S. reaction will be crucial. Washington has for years pressed Beijing to free up the exchange rate to allow the yuan to strengthen, reflecting growth in the world's second-largest economy.

    Today, China's economy is slowing and the new exchange rate mechanism gives markets greater ability to push the yuan lower, just as the United States prepares to raise interest rates - a step that should add to dollar strength.

    European shares fell. The pan-European FTSEurofirst 300 index (.FTEU3) was down 0.5 percent, led lower by car makers and luxury goods companies, whose products just got more expensive for Chinese consumers. Shares in Athens (.ATG) rose 1.6 percent."

  • OBAMA is crazy for sure. Chuck Schumer knows better. IRAN is still screaming Death To Israel and the United States, after 10 years, IRAN can make bombs
    bs and no one can stop them in this stupid agreement.

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