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Intel Corporation Message Board

gregory.lynn 45 posts  |  Last Activity: Jan 22, 2015 12:00 PM Member since: Jun 22, 2011
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  • Reply to

    3d NAND

    by yicle2001 Nov 13, 2014 12:27 PM
    gregory.lynn@rocketmail.com gregory.lynn Nov 13, 2014 4:48 PM Flag

    I would go by what KD said, there is no reason to doubt they will be shipping 3D NAND products early in 2015 setting them apart from the competition as he stated. Anybody looking to buy a 3D NAND SSD may have to wait, but Violin buys raw NAND not SSDs.

  • Reply to

    Why I like VMEM....

    by stocker10912 Oct 24, 2014 10:12 AM
    gregory.lynn@rocketmail.com gregory.lynn Nov 13, 2014 11:10 AM Flag

    Looks like 5 was no barrier, looking for 5.50 before earnings.

  • Reply to

    Why I like VMEM....

    by stocker10912 Oct 24, 2014 10:12 AM
    gregory.lynn@rocketmail.com gregory.lynn Nov 12, 2014 2:02 PM Flag

    Anybody with an avg cost of 5 should hold IMHO, management forecasted minimum of 10% Q/Q growth and continued growth for the foreseeable future. The AFA market has a CAGR of 70% through 2017 so I doubt heavily the bears will win this fight for $5, they may have more luck holding it below $5.50 before earnings, maybe. I believe we will see a run-up going into earnings, not the reverse considering the above and also heavy recent insider buys.

    Sentiment: Strong Buy

  • Reply to

    Why I like VMEM....

    by stocker10912 Oct 24, 2014 10:12 AM
    gregory.lynn@rocketmail.com gregory.lynn Nov 12, 2014 10:06 AM Flag

    I'm thinking this will happen too, somebody put up a 75k ask at 5 I expect whoever has been accumulating will buy this in a hurry.

  • Reply to

    Why I like VMEM....

    by stocker10912 Oct 24, 2014 10:12 AM
    gregory.lynn@rocketmail.com gregory.lynn Nov 11, 2014 8:28 AM Flag

    I think this is happening for one of two reasons. First, there could be big buyers putting a ceiling at and accumulating under 5, or bearish traders betting that 5 will be the upper limit yet again and that it will go down. I'm sure it's a combination of the two. Doesn't bother me as long as it is not going down before earnings, I suspect we will see a surge leading up to the 24th.

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