Since they sold us the Tech, not unusual that they received exclusive rights to sell. They obviously had the upper hand. Hmmm, now did they pay us anything for those rights?
They also have the rights to 2015. If you only have rights to April 2015, then I would assume you plan use those rights in 20014. Perhaps, Tetrasun panels may be installed as soon as this spring???
What is GLW up to now? Borrowing 250 million and doing a quickie buy back of 47 million shares. It appears they are preparing for a purchase. GLW does not need 250 million with its stash of cash.
BRCM still in Ipads and many devices. They are diversified enough to pull through this tech slump.
As long as the trend is up, the low float babies can dance all around us and I will accept it. FSLR has the best fundamentals by far and will take years for the others to catch up. We are the Apple of Solar , American, Making lots of Money, claims of inability to innovate, and hated among its peers. So say the haters, but I will remain here.
Market Maker and hedgies trying to make coin to pay the dividend on short shares.
Just when you guys and all the analyst think they know everything about one of the world's largest companies they get smacked for their foolishness. Apple will continue to surprise.
I have heard that if you are short you must pay the dividend. Management pushed this on the shorts to make it more expensive to keep shorting BRCM.
I agree. It is not like BRCM does not know how to innovate. They introduce leading edge products all the time but street is only interested in LTE and Wi-Fi products.
I disagree. He has addressed his critics and we have returned from $390. The price will continue upward as the elevator door is open between floors. I suggest you get off here.
We have repeatedly given good news with minimal results. There is serious consolidation going on at this point. There will be a day when we have good results and it may not be on any special news. That is just the way Wall Street works. Buyers get exhausted, sellers get exhausted. Sellers are about done here, be patient.
GLW bought Samsung out so they could innovate in private. That may well include bringing Apple's patent to life by fusing Sapphire onto Gorilla Glass. Not many that can do this on a large scale.
It was a short attack after they lost their butts on the Samsung deal. They doubled their short position from 41 mill to 83 mill. That's Ok , gives us fuel for the fire at a later time, or a floor when the market dips.
Great article. The Tetra Sun acquisition has been swept under the rug like it never happened. It will be like Apple's 5S, when she previews it will be to rave reviews. In the mean time we will have to settle for the cheapest panels on the market and the largest profits of any solar company on the planet! They keep trying to sweep that under the rug but it ain't a workin!