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Verizon Communications Inc. Message Board

disk_investor2 5 posts  |  Last Activity: Dec 24, 2014 10:40 AM Member since: Jan 28, 2003
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  • 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.

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