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Vertex Pharmaceuticals Incorporated Message Board

howcomethisdoesnotwork 47 posts  |  Last Activity: 19 hours ago Member since: Oct 15, 2002
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  • Any business leveraged heavily and dependent on Chinese manufactured products is re-assured to be burned one day or another, at this stage however it may be getting out of control, and the LL price is fine.

    The issue will be the sick lawyers and their greed that may bankrupt the company.

    This issue is NOT just for LL, its for every single industry, from food, nutrition, to materials, chemicals, and medicine, to technology.

    THIS IS THE TIP OF THE ICEBURG and part of China's fall after 2 decades of outsourcing.

    China needs to re-invent itself and create a domestic economy, the days of outsourcing to China have peaked, similar to Japan in the last 1980's.

    Its a no brainer anyway that LL didn't re-assay wood locally, because the costs, and because the concerns were not huge until now. Eventually one would realize, there are no short cuts, and its best to start divesting from China and bringing some value back home to USA.

  • PC shipments will be down steep this quarter says reports, this would include the tablets, as signified by Apple delays production, and also due to probably delays in technology, and additionally tablet, and other devices will be down. The game console chipsets are AMD, and others. Many competitors are in the market place and INTEL is already up 50% this year.

    I see a price drop below $25 a share this year, atleast in the high $20's.

    These prices are unsustainable an very very high.

  • howcomethisdoesnotwork howcomethisdoesnotwork Mar 9, 2015 11:25 AM Flag

    The share price is way over valued, it should be about $25, given the market, the market outlook for the rest of the year, and given the alternative investments.

    Its a matter of time before Goldman Sachs corrupt team of manipulators come out with a ridiculous forecast to drive the shares below $28.

    No matter how you stack this up, there is no clarify for the next quarter, and its only a matter of days before it breaks below $30.

  • howcomethisdoesnotwork by howcomethisdoesnotwork Mar 10, 2015 1:21 PM Flag

    Nothing holding this price up, no reason to be above $30, all others in same sector dropped substantially lower as a ratio in the past quarter.

  • howcomethisdoesnotwork howcomethisdoesnotwork Mar 10, 2015 4:20 PM Flag

    Intel eaten alive by hyperbole, there are so many companies now building their own CPU and other chip sets, including Apple, ARM, Taiwon Semi, Amarello, AMD, Qualcomm, and many more, sorry for the misspelling. However, this will eat away at Intel's market share, there are also SAS in networking, cloud and enterprise that are taking away share, not to mention AI eventually.

    The stock was up 50% from earlier this year, now there are massive headwinds, not only the US which moved too quickly.

    I can see this even as low as $20 this year, thus anything under $30 is still risky, i don't see any reason to buy here, if anything wait and hold out until the quarter is over and done with to get visibility.

    A lot has changed in the past quarter with respect to the global economy, energy, and capex, and technology, we may not see this visibility until late spring.

    Intel $28 by end of month or earlier

  • howcomethisdoesnotwork by howcomethisdoesnotwork Mar 11, 2015 10:06 AM Flag

    Even if Intel is part of one of the apple devices, so what? There are a slew of new phones coming onto the market this year, and next. This is very insignificant news.
    The pop up is due to the article from this morning, and repositioning of hedge fund capital.
    I think that in time, either this afternoon or in the coming day INTL will trade back down and break below $30.

    Ridiculous moves of up 3% in half an hour with no real news or substance is a joke, simple manipulation. Look at the trend, and the numbers coming out in the industry.

  • This is way over rated.
    PC shipments collapsing.
    Next year mobile platforms getting more competitive.
    The gross revenue in late 2016 would be only $800 M from the mobile business, and if that is multiplied the RBC analysts guestimate about a 1% market cap increase, but that amount is also the guestimated decrease this quarter from PC, hence. I don't see how INTC is even up today.

  • howcomethisdoesnotwork howcomethisdoesnotwork Mar 11, 2015 2:37 PM Flag

    Read the headline, its on yahoo RBC. No its the market cap at the end that is 35 cents, not the net.

  • Steel prices have bottomed or very close to it, the world population is much higher, and lots of deflation and slow economic growth has damaged the trends, but this started months or years ago.
    With QE globally, zero rates everywhere, and lots of bottoming, the US economy is steadily improving, and any good news out of China, or India, or Europe with respect to any infrastructure projects, auto sales, especially from lower priced Japanese and German made cars, including home builders in USA, is highly leveraged to steel demand, and related forms of steel demand. Any bit of news in regulatory to protect US steel prices will only help.
    The bad news is mostly out, it could be a bit worse, but the emotional damage was already done in the past quarters. Energy prices look cheap for the rest of the year, and the consumer ready to spend based on low energy prices, and winter that just ended.
    I can see X as low as $15 in an absolute dumpy economy, but there are way too many forces at this stage, and this equity is an asset, industrial foundation, and a company with capacity and new technology. They should only go up in price from here and re-test the highs from late last year in a better world.
    Easily $30 in days. Fairly priced at $40's, with potential in 2016 for $80 a share.

  • howcomethisdoesnotwork howcomethisdoesnotwork Mar 23, 2015 10:57 AM Flag

    I have invested in steel on and off in the past 23 years, and know a lot more than you probably, it is not clear that i don't know anything about it. I understand there are political events and monopolistic events that can drive price changes, and investment changes within the steel industry, including unions, however the fact is that the sales and economic demand drives much of this trend, and the macro effects, including the behavioral effects on investors, in this particular equity right now are huge upside and low downside. Don't forget, more military spending because of the worlds effects, that means, more tanks, weapons, ships, and carriers, and order books into 2016 and elections, especially if Republicans win.
    Look at the equity price, it should trend up. If you feel that way then maybe cover with insurance bets either way.

  • howcomethisdoesnotwork by howcomethisdoesnotwork Mar 24, 2015 9:52 AM Flag

    Hedge Fund Geniuses

  • howcomethisdoesnotwork howcomethisdoesnotwork Mar 24, 2015 2:36 PM Flag

    Yeah, longer term for sure its easy money.

    Its true infrastructure and has the capacity, funding, and innovation to take advantage of any surge, and now with housing numbers growing like i suggested days ago, steel demand for those beams and related will only increase, in addition auto motive demand.

    This is a steal under $30, in a few months or years people will look back and wish they purchased shares.

  • howcomethisdoesnotwork by howcomethisdoesnotwork Mar 25, 2015 8:27 AM Flag

    Market stability, with mortgage applications at a high now. See cnbc data.
    Demand for goods should be increasing next quarter.
    Breakout is a matter of hours or days to the upside to retest the high of last quarter.

  • Reply to

    did msft warn today?

    by treword77 Mar 25, 2015 10:40 AM
    howcomethisdoesnotwork howcomethisdoesnotwork Mar 25, 2015 10:54 AM Flag

    Slight sector rotation today after huge gains this week in NASDAQ, MSFT only back to last weeks levels, not too bad given the downward movement.
    Expect a recovery at some point this week.

  • If the auto sales numbers are strong, and as we know OIL is cheaper, the consumer is back including the confidence, and spring is here, hence, this along with a housing price solidification, regardless of China, is only going to bring back steel demand from several years of a low.
    Anything can happen and again, the analysts are trying to drop the price so they can accumulate more, X is a backbone of USA, and is a stable asset, a bet for longer term.
    These 1 day games by so-called genius analysts are a pathetic attempt to dislodge confidence.
    If the next news is positive for steel, and metal demand, you tell me why we should sell X? No compelling or secular reason, just BS. Its time to buy more.

  • howcomethisdoesnotwork by howcomethisdoesnotwork Apr 2, 2015 11:04 AM Flag

    I think that TI should purchase AMD, its a good fit after research is being done by TI, and it would be a great fit given the consolidation in the industry. The board of directors background is key.

  • Reply to

    orcl bought sunw,, and rumor buying AMD ...

    by shorts_r_morons Apr 2, 2015 11:07 AM
    howcomethisdoesnotwork howcomethisdoesnotwork Apr 2, 2015 11:11 AM Flag

    Merger and Acquisitions season is hot in 2015! AMD weak for several quarters, Intel buying company, so are many others. The space is due for consolidation, and this gives companies such as TI, or others to merge or buy out AMD at a good price. I wouldn't be surprised if something happens this year.

  • Last chance to get in, the commodity complex has bottomed, Europe is growing, auto sales in various countries booming. Housing is solid in USA, metal demand should bottom, however prices bottomed in my opinion. Look at copper.
    Its only up from here, and when the US government adds tariffs to cheating imports, look out, X will pop. I maintain my target for $40 for the summer of 2015.

  • Reply to

    orcl bought sunw,, and rumor buying AMD ...

    by shorts_r_morons Apr 2, 2015 11:07 AM
    howcomethisdoesnotwork howcomethisdoesnotwork Apr 2, 2015 2:12 PM Flag

    Buyouts are for many reason, one for which you precisely state, when a company is weak it is a great target since it would be cheap, and take out some supply from the markets. It makes sense in some situations.

  • MSFT upgraded, other semi's are going up, and capex pent up demand in Europe and USA about to pop in my opinion, as homes sales, car sales, and economy recovering, including drop in US dollars since last week. MU target $35 for late spring.

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