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Verizon Communications Inc. Message Board

disk_investor2 3 posts  |  Last Activity: Oct 9, 2014 10:57 AM Member since: Jan 28, 2003
  • 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."


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