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American Capital Agency Corp. Message Board

disk_investor2 536 posts  |  Last Activity: Mar 20, 2015 10:09 AM Member since: Jan 28, 2003
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  • disk_investor2 disk_investor2 Mar 20, 2015 10:09 AM Flag

    It's called maximum contrived volatility, the mother's milk for traders.

  • Reply to

    Wall Street MCV wins again

    by go_gatrz Mar 16, 2015 10:58 AM
    disk_investor2 disk_investor2 Mar 16, 2015 2:18 PM Flag

    Gatrz, did you exceed the maximum number of characters?

    "but I've learned to either wait a while (at least an hour - but sometimes the next day"

    I have also noticed that.

    Does STX IR have YHOO censoring the board again?

  • Reply to

    Merrill in collusion with hedgies

    by ohgoodgriefagain Mar 3, 2015 2:21 PM
    disk_investor2 disk_investor2 Mar 4, 2015 9:38 AM Flag

    You have company!

  • disk_investor2 disk_investor2 Jan 20, 2015 2:54 PM Flag

    Bonyhard had the audacity to join STX after retiring from IBM. What ensued next was a cross between a Marx brothers comedy and James Bond flic.

    Big Blue turned the lawyers on Bonyhard and STX. Numerous STX employees were dragged into depositions and tractor trailer loads of STX documents were subpoenaed by IBM. It even got on Sixty Minutes. The witch hunt went on for over a year and nothing was ever proved against STX or Bonyhard. During the course of this circus, an IBM employee visited a head process equipment supplier (CSC) that had supplied equipment to IBM and to Seagate. During his visit, a customer notebook from CSC happened to disappear. The IBM engineer returned the notebook to the supplier a few days later saying he had taken it in error, LOL!

    Shortly thereafter IBM forced CSC to change the design of the tool STX had ordered. The responsible STX engineer, who reported to Bonyhard, learned of this and then promptly quit. The tool never worked correctly, so STX went to another process (Headway) which didn't work either. The STX engineer who quit eventually ended up at Read-Rite which purchased a tool from Veeco for the same process which STX "cloned" and now has over a half- dozen of these Veeco tools in production.

    In the end, the STX and IBM lawyers made their money, Bonyhard was crushed and retired, and the STX engineer changed careers and by some accounts is now a multi-millionaire.

    Even Hollywood, couldn't come up with a story like this

    Just another memorable saga in the soap opera "As the Disk Turns".

  • disk_investor2 disk_investor2 Jan 15, 2015 6:24 PM Flag

    Probably explains why Billy boy is a persona non-grata during the drive earnings calls.

    For his experience as a banker, Luzco knows the stench of Goldman's research calls.

  • disk_investor2 disk_investor2 Dec 24, 2014 10:40 AM Flag

    Brean now up to $80 target for STX & $150 for WDC.

  • Reply to

    Who are Yikes and Escapegrll?

    by ericam1999 Nov 3, 2014 9:53 PM
    disk_investor2 disk_investor2 Nov 4, 2014 11:39 AM Flag

    Here are Luczo comments from the Barrons Interview

    "Because the drive stocks are not being priced on fundamentals, they being priced by large investment banks for volume, and volume requires volatility"

    So that's why all the big firms are in a different camp than the smaller research firms on their perspective of the drive industry. Is it because these are the smart guys, and those aren't? That doesn't make any sense. It is because the banks are MOTIVATED by volatility and the boutique firms aren't. And therefore the research reflects that. So you can create and environment that always creates doubt, with billion dollar market cap swings in a week. It's insane. Why does it work? Because you have traders who love to make that work"

    For years anytime vikes brings up similar points about Wall Street corruption it sends escapegrll into a frenzy of posts, which makes me think escapegrll is just another hedge fund scumbot.

  • Reply to

    Who are Yikes and Escapegrll?

    by ericam1999 Nov 3, 2014 9:53 PM
    disk_investor2 disk_investor2 Nov 4, 2014 11:29 AM Flag

    If you have been on this board for any length of time, you will know that vikes has provided good insights on both STX and the market. He provided some background info on himself that the escapegrll, aka the village idiot, distorted in 100s of posts.

    Several years ago (2009?), with STX in single digits, vikes began making positive posts on the stock, while the village idiot who was posting under another ID, later deleted by YHOO, constantly #$%$ and moaned about STX and vikes, as well anyone else who dared to make positive comments about STX. Yes, escapegrll has resorted to making death threats against other posters on this board.

    Vikes did post two years ago that he sold STX and reinvested the money into a couple of biotech funds, which to the displeasure of the village idiot, has outperformed STX by a wide margin.

    As far as the village idiot goes, IMHO one of the biggest sickos and liars that I have come across on these boards. Obviously, his agenda is to discredit anyone trying to use this board for its intended purpose. If that directly benefits him or his employer, I don't know. However, vikes has had no mercy on a number of the Analysts who have missed the boat time and time again on this stock. Interestingly enough, the STX CEO in a Barrons interview unloaded on some of these same Analysts for writing #$%$ to drive trading volatility which benefitted their firms. The same point vikes had made!!! Put Luczo and Barrons into the YHOO search box for this board and the CEO's comments should come up.

    Too bad this used to be one of the better boards on YHOO, with Vikes, Gartz, Chia, etc posting, but the lunatic fringe has taken it over.

    Also too bad, other posters who have benefitted from vikes and others' insights through the years have either departed or don't have the cajoles to speak up.

    Regardless of that, the proof is in the pudding, so if you are truly interested go back and read vikes posts over the years and compare to brand X.


  • Reply to

    It's final - WDC pays STX $750Mill+

    by go_gatrz Oct 8, 2014 2:53 PM
    disk_investor2 disk_investor2 Oct 9, 2014 10:57 AM Flag

    It's an industry wide affliction.

    I wonder how much Read-Rite could have gotten after STX poached a proprietary process tool that Read-Rite had ordered?

    Maybe it could have kept good old Read-Wrong alive, but I doubt it?

    BTW, RDRT offered the same STX engineer involved in this fiasco a job, but it took a VP offer from WDC to finally get him.

  • Reply to

    Analysts....or lack thereof

    by uptabdowntab Sep 25, 2014 9:18 PM
    disk_investor2 disk_investor2 Sep 26, 2014 8:43 AM Flag

    Unfortunately, there are few Street Analysts that are objective. The investment bank Analysts are owned by the their banking business clients or by hedge funds who they shill negativity for, remember STX's CEO comments about this?

    Even research at the small independent firms is slanted due to the need to maintain relationships with the firms they cover so management at these firms will attend their investor conferences or visit their buyside clients. Would you attend the investor conference or meet with the clients of a sell side firm, if they have a sell on your company?

    The buyside is quick to complain about the lack of quality, objective research, but by now primarily paying sell side firms for how many management teams they bring into their offices, instead of for the quality of their research, these buyside firms have no one to blame but themselves for the lack of objective research.

    As far as OIS goes, it's certainly an interesting opportunity especially now that Apple is touting it for the iPhone +, but small potatoes over the next year.

  • Bloomberg just out with piece today-"Mexico Oil Is Boon for Exxon to BP"

    With reserves holding $1.3 trillion of crude at yesterday's prices, Mexico offers a new opportunity for deep-pocketed producers as well as pipeline and power companies to try and mimic an energy revolution that has spurred U.S. oil output to a 26-year high and pushed Canadian production to records. New access to Mexico comes amid unrest in some African oil nations and sanctions that threaten to strangle Russian output, places where some oil companies have invested heavily in production.

    n injection of foreign investment could help double daily output to 5 million barrels a day, a figure that would rank Mexico the world's fourth-largest producer. It would join a North American energy boom that has reignited investment in manufacturing and reduced trade deficits as the U.S. seeks to become free of oil and natural gas imports and even begins to contemplate exports.

    "The potential is great," Tony Payan, director of the Mexico Center at Rice University's Baker Institute for Public Policy in Houston, said in a telephone interview. "If they play it right, Mexico could become a major oil producer and Mexico, the U.S. and Canada could come very close to energy independence."


  • Reply to


    by bhenning32 Jun 3, 2014 4:13 PM
    disk_investor2 disk_investor2 Jun 6, 2014 8:13 AM Flag

    As I noted previously, some of the Analysts following this stock are shilling for hedge fund shorts and should be investigated by the SEC.

  • disk_investor2 disk_investor2 May 26, 2014 11:02 AM Flag

    You missed Brean Murray's recent recommendations. From posts on this board:

    3/28/12-Brean Murray believes Seagate shares could rise 25%-30% by July and that shares are underappreciated.

    4/9/12- Seagate Western and Digital Digital weakness overblown, says Brean Murray
    Brean Murray said the weakness in both Seagate (STX) and Western Digital (WDC) shares last week was overblown

    May 9, 2012 1:22 PM Brean Murray reiterates a Buy on Seagate (STX -0.9%) after meeting with CFO Pat O'Malley.

    STX at $28 on 3/5/12, STX hit $31 on May, 7th, 2012,

    STX hit $21 on June 7th, 2012, and was at $27 mid July,2012

  • Reply to

    Anybody Listen to WDC at the JPM Tech conference?

    by v1kes_won May 21, 2014 4:45 PM
    disk_investor2 disk_investor2 May 22, 2014 11:15 AM Flag

    Between Goldman and JPM, I don't know who has been more wrong on the drive stocks or more negative over the years? Of course, we all know that doesn't matter if the NYC/CT hedge fund cartel is your primary client.

  • disk_investor2 disk_investor2 May 17, 2014 3:40 PM Flag

    Another firm that SAC used insider info to trade on was STX.

  • disk_investor2 disk_investor2 May 13, 2014 9:41 AM Flag

    I doubt the village idiot is being paid by anyone, but I'm sure your question will get nothing but psycho babble from him .

    I come to two possibilities:

    1. He is truly a psychopath
    2. He's a professional trader who trades STX stock.

    Evidence to support the trader hypothesis:

    1. He has been on this board 24/7 for 12 years
    2. He attacks anyone who raises concerns about the integrity of certain bank analysts who shill for the shorts and he goes into multi-post raves attacking anyone who mentions wall street corruption
    3. His obvious primary intent is to discredit anyone trying to lift up the public's understanding of STX or the games traders play with STX stock.
    4. His refusal to clearly state whether he is actually long or short on any position. After telling us STX was a flashing buy he then reels off a dozen posts bashing STX.
    5. His use of foul language and propensity to constantly lie.

    Overall, just another telling example of the scum that populates the investment world.

  • disk_investor2 disk_investor2 May 12, 2014 8:43 AM Flag

    Agree that the Cyber psychopath who has stalked this board for 12 years along with his chief antagonist, the hangman, have done a good job of destroying the board.

    Interesting comment "STX to continue to pay shills". Do you think the psychopath is on STX's payroll or a hedge fund lackey? Do you remember FINTAS who was definitely a paid shill?

    Disagree "please spare us all the OT topics on the state of the economy". FYI, some of us find those comments to be of far greater value in making money than listening to you whine on for years about HARM.

  • Reply to

    Pre-Market this morning

    by macdougal_investments_llc May 8, 2014 7:48 AM
    disk_investor2 disk_investor2 May 8, 2014 8:31 AM Flag

    "The Pros are slow to catch on!"

    Disagree, rather some of the SDRL Analysts are shilling for hedge fund shorts. IMHO, SDRL should have asked for a SEC investigation.

  • Reply to

    Argus upgrades to Buy

    by ohgoodgriefagain Apr 14, 2014 9:13 AM
    disk_investor2 disk_investor2 Apr 14, 2014 9:41 AM Flag

    So are you now saying Argus which had its head up its behind, is now finally awake?

  • Reply to

    60 minutes last night-Market is Rigged

    by v1kes_won Mar 31, 2014 11:24 AM
    disk_investor2 disk_investor2 Mar 31, 2014 2:15 PM Flag

    "Analysts pump up the stocks of their investment banking clients"

    Common practice for both traders and Analysts to prop up the shares of their banking clients.

    For current text book example consider VECO and their principle Cheerleader, UBS's Chin. As VECO collapsed from $57 to $20 in 2011, UBS reiterated their buy 5 times. BTW, Chin is back at it again.

20.75-0.05(-0.24%)May 22 4:00 PMEDT